https://www.nashnova.com/feed/special/equinix-q2-revenue-of-2-63b-beats-expectations-ffo-also-tops-estimates-7958 nashnova en 2026-07-29T20:37:12.901Z Equinix Q2 Revenue of $2.63B Beats Expectations, FFO Also Tops Estimates https://www.nashnova.com/feed/special/lam-research-q4-revenue-of-6-72b-beats-expectations-eps-also-tops-estimates-7956 nashnova en 2026-07-29T20:34:45.893Z Lam Research Q4 Revenue of $6.72B Beats Expectations, EPS Also Tops Estimates https://www.nashnova.com/feed/special/robinhood-q2-revenue-hits-1-31b-beating-expectations-up-32-percent-yoy-7957 nashnova en 2026-07-29T20:33:33.863Z Robinhood Q2 Revenue Hits $1.31B Beating Expectations, Up 32% YoY https://www.nashnova.com/feed/special/dow-drops-1-152-points-as-waller-press-conference-triggers-yield-curve-7955 nashnova en 2026-07-29T20:23:37.541Z Dow Drops 1,152 Points as Waller Press Conference Triggers Yield Curve Steepening https://www.nashnova.com/feed/special/gundlach-bond-market-warns-the-fed-must-prove-its-inflation-fighting-resolve-7954 nashnova en 2026-07-29T20:22:27.027Z Gundlach: Bond Market Warns the Fed Must Prove Its Inflation-Fighting Resolve with Action https://www.nashnova.com/feed/special/arm-q2-revenue-guidance-beats-expectations-driven-by-ai-chip-demand-7953 nashnova en 2026-07-29T20:18:02.237Z Arm Q2 Revenue Guidance Beats Expectations, Driven by AI Chip Demand https://www.nashnova.com/feed/special/qualcomm-q4-profit-guidance-misses-expectations-as-apple-share-loss-accelerates-7952 nashnova en 2026-07-29T20:14:17.865Z Qualcomm Q4 Profit Guidance Misses Expectations as Apple Share Loss Accelerates https://www.nashnova.com/feed/special/meta-q2-revenue-reaches-60-8-billion-beating-expectations-7951 nashnova en 2026-07-29T20:13:01.891Z Meta Q2 Revenue Reaches $60.8 Billion, Beating Expectations https://www.nashnova.com/feed/special/microsoft-q4-revenue-hits-90b-cloud-revenue-of-59-3b-both-beat-expectations-7950 nashnova en 2026-07-29T20:12:20.872Z Microsoft Q4 Revenue Hits $90B, Cloud Revenue of $59.3B Both Beat Expectations https://www.nashnova.com/feed/special/new-oriental-q4-net-profit-surges-776-percent-stock-jumps-over-13-percent-7949 nashnova en 2026-07-29T19:47:45.846Z New Oriental Q4 Net Profit Surges 776%, Stock Jumps Over 13% https://www.nashnova.com/feed/special/houthi-rebels-plan-to-impose-transit-fees-on-red-sea-shipping-7948 nashnova en 2026-07-29T19:28:34.511Z Houthi Rebels Plan to Impose Transit Fees on Red Sea Shipping https://www.nashnova.com/feed/special/spacex-plans-to-acquire-competitor-at-and-t-and-verizon-drop-over-4-percent-7947 nashnova en 2026-07-29T19:27:23.730Z SpaceX Plans to Acquire Competitor; AT&T and Verizon Drop Over 4% https://www.nashnova.com/feed/special/nikkei-survey-chinese-companies-expand-global-market-share-in-40-percent-of-7946 nashnova en 2026-07-29T18:22:44.905Z Nikkei Survey: Chinese Companies Expand Global Market Share in 40% of Product Categories https://www.nashnova.com/feed/special/fed-holds-rates-steady-in-july-as-three-officials-favor-a-hike-7945 nashnova en 2026-07-29T18:07:49.634Z Fed Holds Rates Steady in July as Three Officials Favor a Hike https://www.nashnova.com/feed/special/ny-fed-investment-grade-bond-market-dysfunction-rises-to-nearly-three-year-high-7944 nashnova en 2026-07-29T17:47:50.993Z NY Fed: Investment-Grade Bond Market Dysfunction Rises to Nearly Three-Year High in July https://www.nashnova.com/feed/special/disney-drops-github-copilot-in-favor-of-openai-codex-7943 nashnova en 2026-07-29T17:41:58.407Z Disney Drops GitHub Copilot in Favor of OpenAI Codex https://www.nashnova.com/feed/special/coreweave-raises-yield-on-2-6-billion-loan-to-attract-investors-7942 nashnova en 2026-07-29T17:40:45.677Z CoreWeave Raises Yield on $2.6 Billion Loan to Attract Investors https://www.nashnova.com/feed/special/wall-street-boutiques-see-record-backlog-as-m-and-a-pipeline-poised-for-7941 nashnova en 2026-07-29T17:39:42.613Z Wall Street Boutiques See Record Backlog as M&A Pipeline Poised for Continued Rebound Into Year-End https://www.nashnova.com/feed/special/retail-single-stock-selling-hits-highest-level-since-covid-7940 nashnova en 2026-07-29T17:35:49.526Z Retail Single-Stock Selling Hits Highest Level Since COVID https://www.nashnova.com/feed/special/altman-heads-to-congress-to-discuss-new-ai-model-and-legislation-7938 nashnova en 2026-07-29T17:01:44.597Z Altman Heads to Congress to Discuss New AI Model and Legislation https://www.nashnova.com/feed/special/sk-hynix-faces-rapid-short-selling-after-u-s-adr-listing-7939 nashnova en 2026-07-29T17:00:40.425Z SK Hynix Faces Rapid Short Selling After U.S. ADR Listing https://www.nashnova.com/feed/special/millennium-management-plans-record-breaking-20-billion-fundraise-7937 nashnova en 2026-07-29T16:48:05.739Z Millennium Management Plans Record-Breaking $20 Billion Fundraise https://www.nashnova.com/feed/special/goldman-sachs-warns-of-rising-macro-tail-risks-recommends-buying-correlation-7936 nashnova en 2026-07-29T16:38:26.878Z Goldman Sachs Warns of Rising Macro Tail Risks, Recommends Buying Correlation Protection https://www.nashnova.com/feed/special/u-s-q2-gdp-and-pce-data-preview-growth-resilience-coexists-with-inflation-7935 nashnova en 2026-07-29T16:07:51.777Z U.S. Q2 GDP & PCE Data Preview: Growth Resilience Coexists with Inflation Stalemate https://www.nashnova.com/feed/special/apple-says-uk-app-store-regulatory-proposal-is-effectively-price-control-7934 nashnova en 2026-07-29T15:57:53.397Z Apple Says UK App Store Regulatory Proposal Is Effectively Price Control https://www.nashnova.com/feed/special/gigadevices-controlling-shareholder-plans-over-1b-increase-after-cashing-out-4-7933 nashnova en 2026-07-29T15:48:55.570Z GigaDevice's Controlling Shareholder Plans Over ¥1B Increase After Cashing Out ¥4.4B https://www.nashnova.com/feed/special/nxp-q2-earnings-beat-expectations-stock-drops-5-percent-as-analysts-await-auto-7932 nashnova en 2026-07-29T15:25:39.940Z NXP Q2 Earnings Beat Expectations, Stock Drops 5% as Analysts Await Auto Recovery https://www.nashnova.com/feed/special/coinbase-q2-spot-trading-volume-declines-as-multiple-institutions-cut-earnings-7931 nashnova en 2026-07-29T15:24:16.909Z Coinbase Q2 Spot Trading Volume Declines as Multiple Institutions Cut Earnings Forecasts https://www.nashnova.com/feed/special/u-s-10-year-treasury-yield-hits-one-year-high-pressuring-s-and-p-500-7930 nashnova en 2026-07-29T15:23:04.644Z U.S. 10-Year Treasury Yield Hits One-Year High, Pressuring S&P 500 https://www.nashnova.com/feed/special/morgan-stanley-chinas-ai-computing-power-shifting-to-system-level-competition-7929 nashnova en 2026-07-29T15:22:22.343Z Morgan Stanley: China's AI Computing Power Shifting to System-Level Competition, Optical Interconnect Demand Accelerating https://www.nashnova.com/feed/special/u-s-iran-hormuz-standoff-expected-to-last-months-7928 nashnova en 2026-07-29T15:20:33.374Z U.S.-Iran Hormuz Standoff Expected to Last Months https://www.nashnova.com/feed/special/dow-drops-820-points-as-price-weighted-structure-amplifies-losses-7927 nashnova en 2026-07-29T15:18:02.731Z Dow Drops 820 Points as Price-Weighted Structure Amplifies Losses https://www.nashnova.com/feed/special/x-platform-reaches-settlement-with-advertisers-ending-lawsuit-7926 nashnova en 2026-07-29T14:22:47.294Z X Platform Reaches Settlement with Advertisers, Ending Lawsuit https://www.nashnova.com/feed/special/openai-rogue-agent-incident-spreads-to-modal-labs-customers-7925 nashnova en 2026-07-29T13:42:38.804Z OpenAI Rogue Agent Incident Spreads to Modal Labs Customers https://www.nashnova.com/feed/special/morgan-stanley-internal-call-september-may-be-policy-watch-window-chinas-ai-7924 nashnova en 2026-07-29T13:29:22.125Z Morgan Stanley Internal Call: September May Be Policy Watch Window; China's AI Super-Node Roadmap Validated https://www.nashnova.com/feed/special/tech-stocks-underperform-s-and-p-500-despite-earnings-beats-7923 nashnova en 2026-07-29T13:27:45.797Z Tech Stocks Underperform S&P 500 Despite Earnings Beats https://www.nashnova.com/feed/special/qualcomm-wins-long-term-chip-supply-contract-with-bmw-7922 nashnova en 2026-07-29T13:23:05.966Z Qualcomm Wins Long-Term Chip Supply Contract with BMW https://www.nashnova.com/feed/special/two-major-middle-east-oil-chokepoints-under-threat-simultaneously-brent-crude-7921 nashnova en 2026-07-29T13:12:57.412Z Two Major Middle East Oil Chokepoints Under Threat Simultaneously, Brent Crude Breaks Above $90 https://www.nashnova.com/feed/special/chip-stock-selloff-deepens-as-nasdaq-100-nears-correction-territory-7920 nashnova en 2026-07-29T13:08:45.909Z Chip Stock Selloff Deepens as Nasdaq 100 Nears Correction Territory https://www.nashnova.com/feed/special/jpmorgan-u-s-treasury-may-delay-adjusting-bond-issuance-guidance-due-to-midterm-7919 nashnova en 2026-07-29T13:07:34.838Z JPMorgan: U.S. Treasury May Delay Adjusting Bond Issuance Guidance Due to Midterm Elections https://www.nashnova.com/feed/special/tsmc-jasm-utilities-restored-to-normal-equipment-calibration-underway-7918 nashnova en 2026-07-29T13:03:52.983Z TSMC: JASM Utilities Restored to Normal, Equipment Calibration Underway https://www.nashnova.com/feed/special/wedbush-memory-price-hikes-impact-nvidias-vera-rubin-product-line-7917 nashnova en 2026-07-29T13:02:56.304Z Wedbush: Memory Price Hikes Impact Nvidia's Vera Rubin Product Line https://www.nashnova.com/feed/special/spacex-stock-drops-over-40-percent-wall-street-rushes-to-issue-structured-notes-7916 nashnova en 2026-07-29T12:33:22.020Z SpaceX Stock Drops Over 40%, Wall Street Rushes to Issue Structured Notes https://www.nashnova.com/feed/special/biogen-raises-full-year-revenue-guidance-as-new-drug-business-surpasses-multiple-7915 nashnova en 2026-07-29T12:23:18.363Z Biogen Raises Full-Year Revenue Guidance as New Drug Business Surpasses Multiple Sclerosis Business for the First Time https://www.nashnova.com/feed/special/trump-threatens-to-strike-iran-hard-u-s-stock-futures-turn-lower-7914 nashnova en 2026-07-29T12:22:12.763Z Trump Threatens to Strike Iran Hard, U.S. Stock Futures Turn Lower https://www.nashnova.com/feed/special/amphenol-q2-revenue-hits-8-8b-up-55-percent-yoy-and-significantly-beating-7913 nashnova en 2026-07-29T12:17:24.952Z Amphenol Q2 Revenue Hits $8.8B, Up 55% YoY and Significantly Beating Expectations https://www.nashnova.com/feed/special/openai-hardware-roadmap-revealed-smart-speaker-priced-from-200-phone-mass-7912 nashnova en 2026-07-29T12:15:37.422Z OpenAI Hardware Roadmap Revealed: Smart Speaker Priced from $200, Phone Mass Production in H1 2027 https://www.nashnova.com/feed/special/options-market-offers-clues-for-wallers-rate-decision-7911 nashnova en 2026-07-29T12:14:10.898Z Options Market Offers Clues for Waller's Rate Decision https://www.nashnova.com/feed/special/apple-market-cap-tops-5-trillion-as-cooks-final-earnings-call-spotlights-ai-and-7910 nashnova en 2026-07-29T12:12:58.322Z Apple Market Cap Tops $5 Trillion as Cook's Final Earnings Call Spotlights AI and Price Hikes https://www.nashnova.com/feed/special/u-s-saudi-joint-strikes-on-iraqi-militias-send-oil-prices-up-5-percent-in-a-7909 nashnova en 2026-07-29T11:58:47.404Z U.S.-Saudi Joint Strikes on Iraqi Militias Send Oil Prices Up 5% in a Single Day https://www.nashnova.com/feed/special/uk-regulator-investigates-microsoft-copilot-bundling-and-price-hikes-7908 nashnova en 2026-07-29T11:48:50.777Z UK Regulator Investigates Microsoft Copilot Bundling and Price Hikes https://www.nashnova.com/feed/special/u-s-net-tariff-revenue-turns-negative-for-the-first-time-in-history-7907 nashnova en 2026-07-29T11:47:11.798Z U.S. Net Tariff Revenue Turns Negative for the First Time in History https://www.nashnova.com/feed/special/sofi-q2-revenue-of-1-21b-beats-expectations-loans-and-members-both-hit-record-7906 nashnova en 2026-07-29T11:46:23.398Z SoFi Q2 Revenue of $1.21B Beats Expectations, Loans and Members Both Hit Record Highs https://www.nashnova.com/feed/special/nextera-and-brookfield-plan-to-invest-over-100-billion-to-build-kentucky-data-7905 nashnova en 2026-07-29T11:32:51.658Z NextEra and Brookfield Plan to Invest Over $100 Billion to Build Kentucky Data Campus https://www.nashnova.com/feed/special/jpmorgan-kospi-deleveraging-nearing-end-bottom-may-be-approaching-7904 nashnova en 2026-07-29T11:07:34.024Z JPMorgan: KOSPI Deleveraging Nearing End, Bottom May Be Approaching https://www.nashnova.com/feed/special/apples-june-quarter-revenue-expected-to-rise-15-5-percent-strongest-growth-in-7902 nashnova en 2026-07-29T10:53:41.056Z Apple's June Quarter Revenue Expected to Rise 15.5%, Strongest Growth in Five Years https://www.nashnova.com/feed/special/chinas-tech-shockwave-spreads-to-ai-portfolios-7903 nashnova en 2026-07-29T10:52:30.925Z China's Tech Shockwave Spreads to AI Portfolios https://www.nashnova.com/feed/special/u-s-allocates-300m-to-help-globalfoundries-develop-ai-chip-optical-interconnects-7901 nashnova en 2026-07-29T10:48:17.798Z U.S. Allocates $300M to Help GlobalFoundries Develop AI Chip Optical Interconnects https://www.nashnova.com/feed/special/ai-demand-drives-surge-in-chinese-mlcc-manufacturers-stock-prices-7900 nashnova en 2026-07-29T10:43:34.597Z AI Demand Drives Surge in Chinese MLCC Manufacturers' Stock Prices https://www.nashnova.com/feed/special/umc-q2-revenue-up-8-5-percent-yoy-beating-expectations-by-80m-7899 nashnova en 2026-07-29T10:42:29.596Z UMC Q2 Revenue Up 8.5% YoY, Beating Expectations by $80M https://www.nashnova.com/feed/special/quanta-gds-offering-raises-up-to-2-2-billion-potentially-taiwans-largest-equity-7898 nashnova en 2026-07-29T10:22:35.341Z Quanta GDS Offering Raises Up to $2.2 Billion, Potentially Taiwan's Largest Equity Issuance in 19 Years https://www.nashnova.com/feed/special/worlds-largest-custodian-bank-bny-goes-on-chain-blockchain-reshaping-wall-street-7897 nashnova en 2026-07-29T10:21:06.637Z World's Largest Custodian Bank BNY Goes On-Chain: Blockchain Reshaping Wall Street Record-Keeping https://www.nashnova.com/feed/special/vertiv-q2-eps-beats-expectations-revenue-misses-by-over-100-million-7896 nashnova en 2026-07-29T10:19:52.887Z Vertiv Q2 EPS Beats Expectations, Revenue Misses by Over $100 Million https://www.nashnova.com/feed/special/ai-giants-earnings-season-investors-demand-proof-of-ai-monetization-7895 nashnova en 2026-07-29T10:18:38.946Z AI Giants' Earnings Season: Investors Demand Proof of AI Monetization https://www.nashnova.com/feed/special/chip-packaging-equipment-maker-asmpt-no-bubble-in-ai-demand-stock-drops-nearly-7894 nashnova en 2026-07-29T10:17:16.707Z Chip Packaging Equipment Maker ASMPT: No Bubble in AI Demand, Stock Drops Nearly 10% https://www.nashnova.com/feed/special/tsingshan-holdings-suspends-mhp-export-loading-from-indonesia-7893 nashnova en 2026-07-29T10:15:52.449Z Tsingshan Holdings Suspends MHP Export Loading from Indonesia https://www.nashnova.com/feed/special/beyond-the-ai-stock-selloff-u-s-earnings-and-market-breadth-both-hit-record-7892 nashnova en 2026-07-29T09:58:04.839Z Beyond the AI Stock Selloff: U.S. Earnings and Market Breadth Both Hit Record Highs https://www.nashnova.com/feed/special/umc-raises-2026-capital-expenditure-to-2-billion-for-wafer-fab-expansion-7891 nashnova en 2026-07-29T09:52:51.090Z UMC Raises 2026 Capital Expenditure to $2 Billion for Wafer Fab Expansion https://www.nashnova.com/feed/special/massive-insider-selling-by-nvidia-director-and-coreweave-executives-amid-ai-boom-7890 nashnova en 2026-07-29T09:51:47.951Z Massive Insider Selling by NVIDIA Director and CoreWeave Executives Amid AI Boom https://www.nashnova.com/feed/special/kospi-down-40-percent-from-peak-south-koreas-finance-minister-holds-emergency-7889 nashnova en 2026-07-29T09:22:37.180Z KOSPI Down 40% from Peak: South Korea's Finance Minister Holds Emergency Meeting and Apologizes Over Leveraged ETFs https://www.nashnova.com/feed/special/ccc-bond-spreads-hit-30-year-high-multiple-7888 nashnova en 2026-07-29T09:19:52.851Z CCC Bond Spreads Hit 30-Year High Multiple https://www.nashnova.com/feed/special/glencores-h1-trading-profit-doubles-to-3-3-billion-7887 nashnova en 2026-07-29T09:18:37.709Z Glencore's H1 Trading Profit Doubles to $3.3 Billion https://www.nashnova.com/feed/special/u-s-tariff-convergence-drives-some-businesses-back-to-china-7886 nashnova en 2026-07-29T09:17:39.185Z U.S. Tariff Convergence Drives Some Businesses Back to China https://www.nashnova.com/feed/special/ecb-tracker-eurozone-wage-growth-to-slow-to-2-6-percent-this-year-7885 nashnova en 2026-07-29T08:59:00.119Z ECB Tracker: Eurozone Wage Growth to Slow to 2.6% This Year https://www.nashnova.com/feed/special/u-s-fcc-bans-imports-of-foreign-made-humanoid-robots-and-power-inverters-7884 nashnova en 2026-07-29T08:42:52.277Z U.S. FCC Bans Imports of Foreign-Made Humanoid Robots and Power Inverters https://www.nashnova.com/feed/special/innolights-hong-kong-grey-market-trading-falls-nearly-2-percent-7883 nashnova en 2026-07-29T08:32:17.657Z Innolight's Hong Kong Grey Market Trading Falls Nearly 2% https://www.nashnova.com/feed/special/e-funds-zheng-xi-to-launch-first-offshore-public-fund-7882 nashnova en 2026-07-29T08:28:17.664Z E Fund's Zheng Xi to Launch First Offshore Public Fund https://www.nashnova.com/feed/special/ai-crowded-trade-unwind-funds-rotate-from-semiconductors-to-value-stocks-7881 nashnova en 2026-07-29T08:14:07.202Z AI Crowded Trade Unwind: Funds Rotate from Semiconductors to Value Stocks https://www.nashnova.com/feed/special/nvidia-accelerates-chip-design-with-in-house-cpus-marking-an-ai-turning-point-7880 nashnova en 2026-07-29T07:43:01.935Z NVIDIA Accelerates Chip Design with In-House CPUs, Marking an AI Turning Point for EDA https://www.nashnova.com/feed/special/advantest-significantly-raises-full-year-outlook-as-ai-chip-testing-demand-7879 nashnova en 2026-07-29T07:32:48.918Z Advantest Significantly Raises Full-Year Outlook as AI Chip Testing Demand Exceeds Expectations https://www.nashnova.com/feed/special/ionic-digital-surges-25-8-percent-on-direct-listing-debut-largest-since-2021-7878 nashnova en 2026-07-29T07:22:42.493Z Ionic Digital Surges 25.8% on Direct Listing Debut, Largest Since 2021 https://www.nashnova.com/feed/special/softbank-issues-90-billion-in-bonds-with-highest-coupon-rate-this-year-7877 nashnova en 2026-07-29T07:19:10.980Z SoftBank Issues ¥90 Billion in Bonds with Highest Coupon Rate This Year https://www.nashnova.com/feed/special/jpmorgan-ai-theme-intact-market-in-early-stages-of-a-generational-trade-7876 nashnova en 2026-07-29T07:14:07.205Z JPMorgan: AI Theme Intact, Market in Early Stages of a "Generational Trade" https://www.nashnova.com/feed/special/nomura-q1-net-profit-surges-39-percent-yoy-equity-trading-beats-expectations-7875 nashnova en 2026-07-29T07:07:40.596Z Nomura Q1 Net Profit Surges 39% YoY, Equity Trading Beats Expectations https://www.nashnova.com/feed/special/sk-hynix-q2-profit-surges-sixfold-to-record-high-analysts-say-it-may-have-7874 nashnova en 2026-07-29T07:01:44.685Z SK Hynix Q2 Profit Surges Sixfold to Record High; Analysts Say It May Have Already Peaked https://www.nashnova.com/feed/special/bofa-downgrades-exxonmobil-favors-chevrons-restructuring-outlook-7873 nashnova en 2026-07-29T06:47:35.480Z BofA Downgrades ExxonMobil, Favors Chevron's Restructuring Outlook https://www.nashnova.com/feed/special/foreign-brand-mobile-phone-shipments-in-china-surge-66-3-percent-yoy-in-june-7872 nashnova en 2026-07-29T06:42:20.337Z Foreign Brand Mobile Phone Shipments in China Surge 66.3% YoY in June https://www.nashnova.com/feed/special/nvidia-deploys-massive-cash-to-build-ai-ecosystem-with-financing-arrangements-7871 nashnova en 2026-07-29T06:38:47.693Z NVIDIA Deploys Massive Cash to Build AI Ecosystem, with Financing Arrangements Offering More Upside Than Risk https://www.nashnova.com/feed/special/analyst-cxmt-lags-two-to-three-generations-behind-sk-hynix-and-other-big-three-7870 nashnova en 2026-07-29T06:37:30.494Z Analyst: CXMT Lags Two to Three Generations Behind SK Hynix and Other Big Three 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2026-07-29T19:27:23.730Z SpaceX拟收购竞争对手，AT&T、Verizon跌逾4% https://www.nashnova.com/zh/feed/special/nikkei-survey-chinese-companies-expand-global-market-share-in-40-percent-of-7946 nashnova zh-cn 2026-07-29T18:22:44.905Z 日经调查：中国企业在40%品类扩大全球份额 https://www.nashnova.com/zh/feed/special/fed-holds-rates-steady-in-july-as-three-officials-favor-a-hike-7945 nashnova zh-cn 2026-07-29T18:07:49.634Z 美联储7月维持利率不变，三官员倾向加息 https://www.nashnova.com/zh/feed/special/ny-fed-investment-grade-bond-market-dysfunction-rises-to-nearly-three-year-high-7944 nashnova zh-cn 2026-07-29T17:47:50.993Z 纽约联储：7月投资级债券市场功能障碍升至近三年高位 https://www.nashnova.com/zh/feed/special/disney-drops-github-copilot-in-favor-of-openai-codex-7943 nashnova zh-cn 2026-07-29T17:41:58.407Z 迪士尼弃用GitHub Copilot，转向OpenAI Codex https://www.nashnova.com/zh/feed/special/coreweave-raises-yield-on-2-6-billion-loan-to-attract-investors-7942 nashnova zh-cn 2026-07-29T17:40:45.677Z CoreWeave上调26亿美元贷款收益率以吸引投资者 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2026-07-29T16:38:26.878Z 高盛警告宏观尾部风险上升，建议买入相关性保护 https://www.nashnova.com/zh/feed/special/u-s-q2-gdp-and-pce-data-preview-growth-resilience-coexists-with-inflation-7935 nashnova zh-cn 2026-07-29T16:07:51.777Z 美国Q2 GDP与PCE数据预览：增长韧性与通胀僵局并存 https://www.nashnova.com/zh/feed/special/apple-says-uk-app-store-regulatory-proposal-is-effectively-price-control-7934 nashnova zh-cn 2026-07-29T15:57:53.397Z 苹果称英国App Store监管方案实为价格管制 https://www.nashnova.com/zh/feed/special/gigadevices-controlling-shareholder-plans-over-1b-increase-after-cashing-out-4-7933 nashnova zh-cn 2026-07-29T15:48:55.570Z 兆易创新实控人套现44亿后拟增持逾10亿 https://www.nashnova.com/zh/feed/special/nxp-q2-earnings-beat-expectations-stock-drops-5-percent-as-analysts-await-auto-7932 nashnova zh-cn 2026-07-29T15:25:39.940Z 恩智浦二季报超预期，股价跌5%，分析师待汽车复苏 https://www.nashnova.com/zh/feed/special/coinbase-q2-spot-trading-volume-declines-as-multiple-institutions-cut-earnings-7931 nashnova zh-cn 2026-07-29T15:24:16.909Z Coinbase Q2现货交易量下滑，多家机构下调盈利预期 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2026-07-29T13:42:38.804Z OpenAI失控agent波及Modal Labs客户 https://www.nashnova.com/zh/feed/special/morgan-stanley-internal-call-september-may-be-policy-watch-window-chinas-ai-7924 nashnova zh-cn 2026-07-29T13:29:22.125Z 大摩内部会：9月或为政策观察窗口，中国AI超节点路线获验证 https://www.nashnova.com/zh/feed/special/tech-stocks-underperform-s-and-p-500-despite-earnings-beats-7923 nashnova zh-cn 2026-07-29T13:27:45.797Z 科技股财报超预期仍跑输标普500 https://www.nashnova.com/zh/feed/special/qualcomm-wins-long-term-chip-supply-contract-with-bmw-7922 nashnova zh-cn 2026-07-29T13:23:05.966Z 高通赢得宝马芯片长期供应合同 https://www.nashnova.com/zh/feed/special/two-major-middle-east-oil-chokepoints-under-threat-simultaneously-brent-crude-7921 nashnova zh-cn 2026-07-29T13:12:57.412Z 中东两大石油航道同时告急，布伦特原油涨破90美元 https://www.nashnova.com/zh/feed/special/chip-stock-selloff-deepens-as-nasdaq-100-nears-correction-territory-7920 nashnova zh-cn 2026-07-29T13:08:45.909Z 芯片股抛售深化，纳斯达克100逼近回调 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芯片封装设备商ASMPT：AI需求无泡沫，股价跌近10% https://www.nashnova.com/zh/feed/special/tsingshan-holdings-suspends-mhp-export-loading-from-indonesia-7893 nashnova zh-cn 2026-07-29T10:15:52.449Z 青山控股暂停印尼MHP出口装载 https://www.nashnova.com/zh/feed/special/beyond-the-ai-stock-selloff-u-s-earnings-and-market-breadth-both-hit-record-7892 nashnova zh-cn 2026-07-29T09:58:04.839Z AI股重挫之外，美股盈利与广度双创新高 https://www.nashnova.com/zh/feed/special/umc-raises-2026-capital-expenditure-to-2-billion-for-wafer-fab-expansion-7891 nashnova zh-cn 2026-07-29T09:52:51.090Z 联电上调2026年资本开支至20亿美元扩建晶圆厂 https://www.nashnova.com/zh/feed/special/massive-insider-selling-by-nvidia-director-and-coreweave-executives-amid-ai-boom-7890 nashnova zh-cn 2026-07-29T09:51:47.951Z AI热潮下英伟达董事及CoreWeave高管大规模减持 https://www.nashnova.com/zh/feed/special/kospi-down-40-percent-from-peak-south-koreas-finance-minister-holds-emergency-7889 nashnova zh-cn 2026-07-29T09:22:37.180Z KOSPI自峰值跌40%，韩国财长召开紧急会议并就杠杆ETF道歉 https://www.nashnova.com/zh/feed/special/ccc-bond-spreads-hit-30-year-high-multiple-7888 nashnova zh-cn 2026-07-29T09:19:52.851Z CCC级债券利差创30年最高倍数 https://www.nashnova.com/zh/feed/special/glencores-h1-trading-profit-doubles-to-3-3-billion-7887 nashnova zh-cn 2026-07-29T09:18:37.709Z 嘉能可上半年交易利润翻倍至33亿美元 https://www.nashnova.com/zh/feed/special/u-s-tariff-convergence-drives-some-businesses-back-to-china-7886 nashnova zh-cn 2026-07-29T09:17:39.185Z 美国关税趋同推动部分企业回流中国 https://www.nashnova.com/zh/feed/special/ecb-tracker-eurozone-wage-growth-to-slow-to-2-6-percent-this-year-7885 nashnova zh-cn 2026-07-29T08:59:00.119Z 欧洲央行追踪器：欧元区薪资增速今年将放缓至2.6% https://www.nashnova.com/zh/feed/special/u-s-fcc-bans-imports-of-foreign-made-humanoid-robots-and-power-inverters-7884 nashnova zh-cn 2026-07-29T08:42:52.277Z 美国联邦通信委员会禁止进口外国制造人形机器人及电力逆变器 https://www.nashnova.com/zh/feed/special/innolights-hong-kong-grey-market-trading-falls-nearly-2-percent-7883 nashnova zh-cn 2026-07-29T08:32:17.657Z 中际旭创港股暗盘跌近2% https://www.nashnova.com/zh/feed/special/e-funds-zheng-xi-to-launch-first-offshore-public-fund-7882 nashnova zh-cn 2026-07-29T08:28:17.664Z 易方达郑希首只境外公募基金即将发行 https://www.nashnova.com/zh/feed/special/ai-crowded-trade-unwind-funds-rotate-from-semiconductors-to-value-stocks-7881 nashnova zh-cn 2026-07-29T08:14:07.202Z AI拥挤交易平仓，资金从半导体转向价值股 https://www.nashnova.com/zh/feed/special/nvidia-accelerates-chip-design-with-in-house-cpus-marking-an-ai-turning-point-7880 nashnova zh-cn 2026-07-29T07:43:01.935Z 英伟达用自研CPU加速芯片设计，EDA迎AI转折 https://www.nashnova.com/zh/feed/special/advantest-significantly-raises-full-year-outlook-as-ai-chip-testing-demand-7879 nashnova zh-cn 2026-07-29T07:32:48.918Z 爱德万测试大幅上调全年展望，AI芯片测试需求超预期 https://www.nashnova.com/zh/feed/special/ionic-digital-surges-25-8-percent-on-direct-listing-debut-largest-since-2021-7878 nashnova zh-cn 2026-07-29T07:22:42.493Z Ionic Digital直接上市首日涨25.8%，创2021年来最大规模 https://www.nashnova.com/zh/feed/special/softbank-issues-90-billion-in-bonds-with-highest-coupon-rate-this-year-7877 nashnova zh-cn 2026-07-29T07:19:10.980Z 软银发行900亿日元债券，票息创年内新高 https://www.nashnova.com/zh/feed/special/jpmorgan-ai-theme-intact-market-in-early-stages-of-a-generational-trade-7876 nashnova zh-cn 2026-07-29T07:14:07.205Z 小摩：AI主线未变，市场处于"世代级交易"早期 https://www.nashnova.com/zh/feed/special/nomura-q1-net-profit-surges-39-percent-yoy-equity-trading-beats-expectations-7875 nashnova zh-cn 2026-07-29T07:07:40.596Z 野村证券Q1净利润同比增39%，股票交易超预期 https://www.nashnova.com/zh/feed/special/sk-hynix-q2-profit-surges-sixfold-to-record-high-analysts-say-it-may-have-7874 nashnova zh-cn 2026-07-29T07:01:44.685Z SK海力士Q2利润增六倍创纪录，分析师称或已触顶 https://www.nashnova.com/zh/feed/special/bofa-downgrades-exxonmobil-favors-chevrons-restructuring-outlook-7873 nashnova zh-cn 2026-07-29T06:47:35.480Z 美银下调埃克森美孚评级，看好雪佛龙重组前景 https://www.nashnova.com/zh/feed/special/foreign-brand-mobile-phone-shipments-in-china-surge-66-3-percent-yoy-in-june-7872 nashnova zh-cn 2026-07-29T06:42:20.337Z 中国6月外资品牌手机出货量同比增66.3% https://www.nashnova.com/zh/feed/special/nvidia-deploys-massive-cash-to-build-ai-ecosystem-with-financing-arrangements-7871 nashnova zh-cn 2026-07-29T06:38:47.693Z 英伟达以巨额现金布局AI生态，融资安排收益大于风险 https://www.nashnova.com/zh/feed/special/analyst-cxmt-lags-two-to-three-generations-behind-sk-hynix-and-other-big-three-7870 nashnova zh-cn 2026-07-29T06:37:30.494Z 分析师：长鑫存储落后SK海力士等三巨头两三代 https://www.nashnova.com/zh/feed/special/cambricon-launches-equity-incentive-plan-with-3-year-revenue-target-exceeding-7869 nashnova zh-cn 2026-07-29T06:32:41.192Z 寒武纪发股权激励，3年营收目标逾千亿元 https://www.nashnova.com/zh/feed/special/goldman-sachs-call-hbm-price-forecast-raised-to-2-5x-current-levels-7868 nashnova zh-cn 2026-07-29T06:28:53.698Z 高盛电话会：HBM价格预期上修至现价2.5倍 https://www.nashnova.com/zh/feed/special/deutsche-bank-q2-net-profit-rises-10-percent-fixed-income-trading-hits-quarterly-7867 nashnova zh-cn 2026-07-29T05:24:32.460Z 德意志银行Q2净利润升10%，固收交易创季度纪录 https://www.nashnova.com/zh/feed/special/ai-spending-pressure-pushes-tech-giants-default-insurance-costs-to-multi-year-7866 nashnova zh-cn 2026-07-29T05:23:24.740Z AI支出压力下，科技巨头违约保险成本创近年新高 https://www.nashnova.com/zh/feed/special/chinas-market-regulators-to-convene-solar-companies-to-address-irrational-7865 nashnova zh-cn 2026-07-29T05:22:21.227Z 中国市场监管部门将召集光伏企业整治非理性竞争 https://www.nashnova.com/zh/feed/special/sk-hynix-2026-capex-to-hit-record-high-of-krw-40-trillion-u-s-and-japan-7864 nashnova zh-cn 2026-07-29T05:17:11.194Z SK海力士2026年资本开支将达40万亿韩元高位，美日扩张待定 https://www.nashnova.com/zh/feed/special/ubs-q2-net-profit-hits-2-8b-beating-analyst-expectations-7863 nashnova zh-cn 2026-07-29T04:52:10.280Z 瑞银Q2净利28亿美元，超分析师预期 https://www.nashnova.com/zh/feed/special/standard-chartereds-h1-pre-tax-profit-rises-9-percent-to-4-78-billion-7862 nashnova zh-cn 2026-07-29T04:19:01.410Z 渣打集团上半年税前利润升9%至47.8亿美元 https://www.nashnova.com/zh/feed/special/nuclear-revival-requires-250-billion-annual-investment-industry-calls-on-banks-7861 nashnova zh-cn 2026-07-29T04:18:15.746Z 核电复兴每年需投资2500亿美元，行业呼吁银行引入私人资本 https://www.nashnova.com/zh/feed/special/google-deepmind-disbands-alphafold-team-to-pivot-toward-large-models-7860 nashnova zh-cn 2026-07-29T04:16:47.202Z 谷歌DeepMind解散AlphaFold团队转向大模型 https://www.nashnova.com/zh/feed/special/hong-kong-stocks-rise-1-37-percent-at-midday-auto-stocks-lead-gains-7859 nashnova zh-cn 2026-07-29T04:15:32.909Z 港股午盘涨1.37% 汽车股领涨 https://www.nashnova.com/zh/feed/special/ai-7858 nashnova zh-cn 2026-07-29T04:14:03.396Z 英国央行审查主经纪商亚洲AI股集中敞口 https://www.nashnova.com/zh/feed/special/9-percent-7857 nashnova zh-cn 2026-07-29T04:12:43.813Z 小米港股涨超9%，新车发布会定档明晚 https://www.nashnova.com/zh/feed/special/7856 nashnova zh-cn 2026-07-29T03:57:52.069Z 道明证券：美联储按兵不动将致美元短期走弱 https://www.nashnova.com/zh/feed/special/agi-7855 nashnova zh-cn 2026-07-29T03:48:12.445Z 奥尔特曼：AGI已近在咫尺，机器人两三年内迎转折 https://www.nashnova.com/zh/feed/special/7854 nashnova zh-cn 2026-07-29T03:16:35.655Z 沃什废除前瞻指引，加息或早于市场预期 https://www.nashnova.com/zh/feed/special/7-11-percent-7853 nashnova zh-cn 2026-07-29T03:15:10.595Z 港股金融股7月涨11%，创近两年最佳月表现 https://www.nashnova.com/zh/feed/special/ai-7852 nashnova zh-cn 2026-07-29T03:14:15.396Z 中国芯片国产替代提速，云端AI压力最大 https://www.nashnova.com/zh/feed/special/suv-7851 nashnova zh-cn 2026-07-29T03:12:55.106Z 小米增程SUV供应链曝光，泽景、禾赛受益 https://www.nashnova.com/zh/feed/special/7850 nashnova zh-cn 2026-07-29T02:57:29.534Z 香港黄金进口创十年新高，清算机制备库存为主因 https://www.nashnova.com/zh/feed/special/chatgpt-10-7849 nashnova zh-cn 2026-07-29T02:47:54.545Z ChatGPT周活跃用户逼近10亿，较目标晚七个月 https://www.nashnova.com/zh-hant/feed/special/houthi-rebels-plan-to-impose-transit-fees-on-red-sea-shipping-7948 nashnova zh-tw 2026-07-29T19:28:34.511Z 胡塞武裝擬對紅海航運徵收通行費 https://www.nashnova.com/zh-hant/feed/special/spacex-plans-to-acquire-competitor-at-and-t-and-verizon-drop-over-4-percent-7947 nashnova zh-tw 2026-07-29T19:27:23.730Z SpaceX擬收購競爭對手，AT&T、Verizon跌逾4% https://www.nashnova.com/zh-hant/feed/special/nikkei-survey-chinese-companies-expand-global-market-share-in-40-percent-of-7946 nashnova zh-tw 2026-07-29T18:22:44.905Z 日經調查：中國企業在40%品類擴大全球份額 https://www.nashnova.com/zh-hant/feed/special/fed-holds-rates-steady-in-july-as-three-officials-favor-a-hike-7945 nashnova zh-tw 2026-07-29T18:07:49.634Z 美聯儲7月維持利率不變，三官員傾向加息 https://www.nashnova.com/zh-hant/feed/special/ny-fed-investment-grade-bond-market-dysfunction-rises-to-nearly-three-year-high-7944 nashnova zh-tw 2026-07-29T17:47:50.993Z 紐約聯儲：7月投資級債券市場功能障礙升至近三年高位 https://www.nashnova.com/zh-hant/feed/special/disney-drops-github-copilot-in-favor-of-openai-codex-7943 nashnova zh-tw 2026-07-29T17:41:58.407Z 迪士尼棄用GitHub Copilot，轉向OpenAI Codex https://www.nashnova.com/zh-hant/feed/special/coreweave-raises-yield-on-2-6-billion-loan-to-attract-investors-7942 nashnova zh-tw 2026-07-29T17:40:45.677Z CoreWeave上調26億美元貸款收益率以吸引投資者 https://www.nashnova.com/zh-hant/feed/special/wall-street-boutiques-see-record-backlog-as-m-and-a-pipeline-poised-for-7941 nashnova zh-tw 2026-07-29T17:39:42.613Z 華爾街精品行積壓訂單創紀錄，併購流量年底有望持續回升 https://www.nashnova.com/zh-hant/feed/special/retail-single-stock-selling-hits-highest-level-since-covid-7940 nashnova zh-tw 2026-07-29T17:35:49.526Z 散戶單股拋售規模創COVID以來新高 https://www.nashnova.com/zh-hant/feed/special/altman-heads-to-congress-to-discuss-new-ai-model-and-legislation-7938 nashnova zh-tw 2026-07-29T17:01:44.597Z 奧特曼赴國會討論新AI模型及立法 https://www.nashnova.com/zh-hant/feed/special/sk-hynix-faces-rapid-short-selling-after-u-s-adr-listing-7939 nashnova zh-tw 2026-07-29T17:00:40.425Z SK海力士美股上市後遭空頭快速做空 https://www.nashnova.com/zh-hant/feed/special/millennium-management-plans-record-breaking-20-billion-fundraise-7937 nashnova zh-tw 2026-07-29T16:48:05.739Z 千禧管理擬募資200億美元創行業紀錄 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-warns-of-rising-macro-tail-risks-recommends-buying-correlation-7936 nashnova zh-tw 2026-07-29T16:38:26.878Z 高盛警告宏觀尾部風險上升，建議買入相關性保護 https://www.nashnova.com/zh-hant/feed/special/u-s-q2-gdp-and-pce-data-preview-growth-resilience-coexists-with-inflation-7935 nashnova zh-tw 2026-07-29T16:07:51.777Z 美國Q2 GDP與PCE數據預覽：增長韌性與通膨僵局並存 https://www.nashnova.com/zh-hant/feed/special/apple-says-uk-app-store-regulatory-proposal-is-effectively-price-control-7934 nashnova zh-tw 2026-07-29T15:57:53.397Z 蘋果稱英國App Store監管方案實為價格管制 https://www.nashnova.com/zh-hant/feed/special/gigadevices-controlling-shareholder-plans-over-1b-increase-after-cashing-out-4-7933 nashnova zh-tw 2026-07-29T15:48:55.570Z 兆易創新實控人套現44億後擬增持逾10億 https://www.nashnova.com/zh-hant/feed/special/nxp-q2-earnings-beat-expectations-stock-drops-5-percent-as-analysts-await-auto-7932 nashnova zh-tw 2026-07-29T15:25:39.940Z 恩智浦第二季財報超預期，股價跌5%，分析師靜待汽車復甦 https://www.nashnova.com/zh-hant/feed/special/coinbase-q2-spot-trading-volume-declines-as-multiple-institutions-cut-earnings-7931 nashnova zh-tw 2026-07-29T15:24:16.909Z Coinbase Q2現貨交易量下滑，多家機構下調盈利預期 https://www.nashnova.com/zh-hant/feed/special/u-s-10-year-treasury-yield-hits-one-year-high-pressuring-s-and-p-500-7930 nashnova zh-tw 2026-07-29T15:23:04.644Z 美10年期國債收益率升至一年高位，標普500承壓 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-chinas-ai-computing-power-shifting-to-system-level-competition-7929 nashnova zh-tw 2026-07-29T15:22:22.343Z 摩根士丹利：中國AI算力轉向系統級競爭，光互連需求提速 https://www.nashnova.com/zh-hant/feed/special/u-s-iran-hormuz-standoff-expected-to-last-months-7928 nashnova zh-tw 2026-07-29T15:20:33.374Z 美伊霍爾木茲僵局料持續數月 https://www.nashnova.com/zh-hant/feed/special/dow-drops-820-points-as-price-weighted-structure-amplifies-losses-7927 nashnova zh-tw 2026-07-29T15:18:02.731Z 道指跌820點，價格加權機制放大跌幅 https://www.nashnova.com/zh-hant/feed/special/x-platform-reaches-settlement-with-advertisers-ending-lawsuit-7926 nashnova zh-tw 2026-07-29T14:22:47.294Z X平台與廣告商達成和解，訴訟終結 https://www.nashnova.com/zh-hant/feed/special/openai-rogue-agent-incident-spreads-to-modal-labs-customers-7925 nashnova zh-tw 2026-07-29T13:42:38.804Z OpenAI失控agent波及Modal Labs客戶 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-internal-call-september-may-be-policy-watch-window-chinas-ai-7924 nashnova zh-tw 2026-07-29T13:29:22.125Z 大摩內部會：9月或為政策觀察窗口，中國AI超節點路線獲驗證 https://www.nashnova.com/zh-hant/feed/special/tech-stocks-underperform-s-and-p-500-despite-earnings-beats-7923 nashnova zh-tw 2026-07-29T13:27:45.797Z 科技股財報超預期仍跑輸標普500 https://www.nashnova.com/zh-hant/feed/special/qualcomm-wins-long-term-chip-supply-contract-with-bmw-7922 nashnova zh-tw 2026-07-29T13:23:05.966Z 高通贏得寶馬晶片長期供應合同 https://www.nashnova.com/zh-hant/feed/special/two-major-middle-east-oil-chokepoints-under-threat-simultaneously-brent-crude-7921 nashnova zh-tw 2026-07-29T13:12:57.412Z 中東兩大石油航道同時告急，布蘭特原油漲破90美元 https://www.nashnova.com/zh-hant/feed/special/chip-stock-selloff-deepens-as-nasdaq-100-nears-correction-territory-7920 nashnova zh-tw 2026-07-29T13:08:45.909Z 晶片股拋售深化，納斯達克100逼近回調 https://www.nashnova.com/zh-hant/feed/special/jpmorgan-u-s-treasury-may-delay-adjusting-bond-issuance-guidance-due-to-midterm-7919 nashnova zh-tw 2026-07-29T13:07:34.838Z 摩根大通：美國財政部或因中期選舉推遲調整債券發行指引 https://www.nashnova.com/zh-hant/feed/special/tsmc-jasm-utilities-restored-to-normal-equipment-calibration-underway-7918 nashnova zh-tw 2026-07-29T13:03:52.983Z 台積電：JASM公用設施恢復正常，設備校準進行中 https://www.nashnova.com/zh-hant/feed/special/wedbush-memory-price-hikes-impact-nvidias-vera-rubin-product-line-7917 nashnova zh-tw 2026-07-29T13:02:56.304Z Wedbush：記憶體漲價衝擊輝達Vera Rubin產品線 https://www.nashnova.com/zh-hant/feed/special/spacex-stock-drops-over-40-percent-wall-street-rushes-to-issue-structured-notes-7916 nashnova zh-tw 2026-07-29T12:33:22.020Z SpaceX股價跌逾40%，華爾街競推結構性票據 https://www.nashnova.com/zh-hant/feed/special/biogen-raises-full-year-revenue-guidance-as-new-drug-business-surpasses-multiple-7915 nashnova zh-tw 2026-07-29T12:23:18.363Z 百健上調全年營收指引，新藥業務首超多發性硬化症業務 https://www.nashnova.com/zh-hant/feed/special/trump-threatens-to-strike-iran-hard-u-s-stock-futures-turn-lower-7914 nashnova zh-tw 2026-07-29T12:22:12.763Z 特朗普揚言猛烈打擊伊朗，美股期貨轉跌 https://www.nashnova.com/zh-hant/feed/special/amphenol-q2-revenue-hits-8-8b-up-55-percent-yoy-and-significantly-beating-7913 nashnova zh-tw 2026-07-29T12:17:24.952Z 安費諾Q2營收88億美元，同比增55%大幅超預期 https://www.nashnova.com/zh-hant/feed/special/openai-hardware-roadmap-revealed-smart-speaker-priced-from-200-phone-mass-7912 nashnova zh-tw 2026-07-29T12:15:37.422Z OpenAI硬體路線圖曝光：音箱定價200美元起，手機2027年上半年量產 https://www.nashnova.com/zh-hant/feed/special/options-market-offers-clues-for-wallers-rate-decision-7911 nashnova zh-tw 2026-07-29T12:14:10.898Z 期權市場為沃什利率決策提供線索 https://www.nashnova.com/zh-hant/feed/special/apple-market-cap-tops-5-trillion-as-cooks-final-earnings-call-spotlights-ai-and-7910 nashnova zh-tw 2026-07-29T12:12:58.322Z 蘋果市值破5萬億，庫克末次財報會聚焦AI與漲價 https://www.nashnova.com/zh-hant/feed/special/u-s-saudi-joint-strikes-on-iraqi-militias-send-oil-prices-up-5-percent-in-a-7909 nashnova zh-tw 2026-07-29T11:58:47.404Z 美沙聯合打擊伊拉克民兵，油價單日漲5% https://www.nashnova.com/zh-hant/feed/special/uk-regulator-investigates-microsoft-copilot-bundling-and-price-hikes-7908 nashnova zh-tw 2026-07-29T11:48:50.777Z 英國監管機構調查微軟Copilot捆綁漲價 https://www.nashnova.com/zh-hant/feed/special/u-s-net-tariff-revenue-turns-negative-for-the-first-time-in-history-7907 nashnova zh-tw 2026-07-29T11:47:11.798Z 美國淨關稅收入史上首次轉負 https://www.nashnova.com/zh-hant/feed/special/sofi-q2-revenue-of-1-21b-beats-expectations-loans-and-members-both-hit-record-7906 nashnova zh-tw 2026-07-29T11:46:23.398Z SoFi Q2營收12.1億美元超預期，貸款與會員雙創紀錄 https://www.nashnova.com/zh-hant/feed/special/nextera-and-brookfield-plan-to-invest-over-100-billion-to-build-kentucky-data-7905 nashnova zh-tw 2026-07-29T11:32:51.658Z NextEra與Brookfield擬投逾1000億美元建肯塔基數據園區 https://www.nashnova.com/zh-hant/feed/special/jpmorgan-kospi-deleveraging-nearing-end-bottom-may-be-approaching-7904 nashnova zh-tw 2026-07-29T11:07:34.024Z 摩根大通：KOSPI去槓桿近尾聲，底部或將到來 https://www.nashnova.com/zh-hant/feed/special/apples-june-quarter-revenue-expected-to-rise-15-5-percent-strongest-growth-in-7902 nashnova zh-tw 2026-07-29T10:53:41.056Z 蘋果6月季度營收預計增15.5%，創五年最強 https://www.nashnova.com/zh-hant/feed/special/chinas-tech-shockwave-spreads-to-ai-portfolios-7903 nashnova zh-tw 2026-07-29T10:52:30.925Z 中國科技衝擊波蔓延至AI投資組合 https://www.nashnova.com/zh-hant/feed/special/u-s-allocates-300m-to-help-globalfoundries-develop-ai-chip-optical-interconnects-7901 nashnova zh-tw 2026-07-29T10:48:17.798Z 美國撥3億美元助GlobalFoundries研發AI晶片光互聯 https://www.nashnova.com/zh-hant/feed/special/ai-demand-drives-surge-in-chinese-mlcc-manufacturers-stock-prices-7900 nashnova zh-tw 2026-07-29T10:43:34.597Z AI需求驅動，中國MLCC廠商股價大漲 https://www.nashnova.com/zh-hant/feed/special/umc-q2-revenue-up-8-5-percent-yoy-beating-expectations-by-80m-7899 nashnova zh-tw 2026-07-29T10:42:29.596Z 聯華電子Q2營收年增8.5%，超預期8000萬美元 https://www.nashnova.com/zh-hant/feed/special/quanta-gds-offering-raises-up-to-2-2-billion-potentially-taiwans-largest-equity-7898 nashnova zh-tw 2026-07-29T10:22:35.341Z 廣達GDS募資最高22億美元，或創台灣19年最大股票發行 https://www.nashnova.com/zh-hant/feed/special/worlds-largest-custodian-bank-bny-goes-on-chain-blockchain-reshaping-wall-street-7897 nashnova zh-tw 2026-07-29T10:21:06.637Z 全球最大託管銀行BNY上鏈，區塊鏈重塑華爾街記錄管理 https://www.nashnova.com/zh-hant/feed/special/vertiv-q2-eps-beats-expectations-revenue-misses-by-over-100-million-7896 nashnova zh-tw 2026-07-29T10:19:52.887Z Vertiv Q2 EPS超預期，營收低於預期逾1億美元 https://www.nashnova.com/zh-hant/feed/special/ai-giants-earnings-season-investors-demand-proof-of-ai-monetization-7895 nashnova zh-tw 2026-07-29T10:18:38.946Z AI巨頭財報季：投資者要AI變現證據 https://www.nashnova.com/zh-hant/feed/special/chip-packaging-equipment-maker-asmpt-no-bubble-in-ai-demand-stock-drops-nearly-7894 nashnova zh-tw 2026-07-29T10:17:16.707Z 晶片封裝設備商ASMPT：AI需求無泡沫，股價跌近10% https://www.nashnova.com/zh-hant/feed/special/tsingshan-holdings-suspends-mhp-export-loading-from-indonesia-7893 nashnova zh-tw 2026-07-29T10:15:52.449Z 青山控股暫停印尼MHP出口裝載 https://www.nashnova.com/zh-hant/feed/special/beyond-the-ai-stock-selloff-u-s-earnings-and-market-breadth-both-hit-record-7892 nashnova zh-tw 2026-07-29T09:58:04.839Z AI股重挫之外，美股盈利與廣度雙創新高 https://www.nashnova.com/zh-hant/feed/special/umc-raises-2026-capital-expenditure-to-2-billion-for-wafer-fab-expansion-7891 nashnova zh-tw 2026-07-29T09:52:51.090Z 聯電上調2026年資本開支至20億美元擴建晶圓廠 https://www.nashnova.com/zh-hant/feed/special/massive-insider-selling-by-nvidia-director-and-coreweave-executives-amid-ai-boom-7890 nashnova zh-tw 2026-07-29T09:51:47.951Z AI熱潮下輝達董事及CoreWeave高管大規模減持 https://www.nashnova.com/zh-hant/feed/special/kospi-down-40-percent-from-peak-south-koreas-finance-minister-holds-emergency-7889 nashnova zh-tw 2026-07-29T09:22:37.180Z KOSPI自峰值跌40%，韓國財長召開緊急會議並就槓桿ETF道歉 https://www.nashnova.com/zh-hant/feed/special/ccc-bond-spreads-hit-30-year-high-multiple-7888 nashnova zh-tw 2026-07-29T09:19:52.851Z CCC級債券利差創30年最高倍數 https://www.nashnova.com/zh-hant/feed/special/glencores-h1-trading-profit-doubles-to-3-3-billion-7887 nashnova zh-tw 2026-07-29T09:18:37.709Z 嘉能可上半年交易利潤翻倍至33億美元 https://www.nashnova.com/zh-hant/feed/special/u-s-tariff-convergence-drives-some-businesses-back-to-china-7886 nashnova zh-tw 2026-07-29T09:17:39.185Z 美國關稅趨同推動部分企業回流中國 https://www.nashnova.com/zh-hant/feed/special/ecb-tracker-eurozone-wage-growth-to-slow-to-2-6-percent-this-year-7885 nashnova zh-tw 2026-07-29T08:59:00.119Z 歐洲央行追蹤器：歐元區薪資增速今年將放緩至2.6% https://www.nashnova.com/zh-hant/feed/special/u-s-fcc-bans-imports-of-foreign-made-humanoid-robots-and-power-inverters-7884 nashnova zh-tw 2026-07-29T08:42:52.277Z 美國聯邦通信委員會禁止進口外國製造人形機器人及電力逆變器 https://www.nashnova.com/zh-hant/feed/special/innolights-hong-kong-grey-market-trading-falls-nearly-2-percent-7883 nashnova zh-tw 2026-07-29T08:32:17.657Z 中際旭創港股暗盤跌近2% https://www.nashnova.com/zh-hant/feed/special/e-funds-zheng-xi-to-launch-first-offshore-public-fund-7882 nashnova zh-tw 2026-07-29T08:28:17.664Z 易方達鄭希首只境外公募基金即將發行 https://www.nashnova.com/zh-hant/feed/special/ai-crowded-trade-unwind-funds-rotate-from-semiconductors-to-value-stocks-7881 nashnova zh-tw 2026-07-29T08:14:07.202Z AI擁擠交易平倉，資金從半導體轉向價值股 https://www.nashnova.com/zh-hant/feed/special/nvidia-accelerates-chip-design-with-in-house-cpus-marking-an-ai-turning-point-7880 nashnova zh-tw 2026-07-29T07:43:01.935Z 輝達用自研CPU加速晶片設計，EDA迎AI轉折 https://www.nashnova.com/zh-hant/feed/special/advantest-significantly-raises-full-year-outlook-as-ai-chip-testing-demand-7879 nashnova zh-tw 2026-07-29T07:32:48.918Z 愛德萬測試大幅上調全年展望，AI晶片測試需求超預期 https://www.nashnova.com/zh-hant/feed/special/ionic-digital-surges-25-8-percent-on-direct-listing-debut-largest-since-2021-7878 nashnova zh-tw 2026-07-29T07:22:42.493Z Ionic Digital直接上市首日漲25.8%，創2021年來最大規模 https://www.nashnova.com/zh-hant/feed/special/softbank-issues-90-billion-in-bonds-with-highest-coupon-rate-this-year-7877 nashnova zh-tw 2026-07-29T07:19:10.980Z 軟銀發行900億日圓債券，票息創年內新高 https://www.nashnova.com/zh-hant/feed/special/jpmorgan-ai-theme-intact-market-in-early-stages-of-a-generational-trade-7876 nashnova zh-tw 2026-07-29T07:14:07.205Z 小摩：AI主線未變，市場處於「世代級交易」早期 https://www.nashnova.com/zh-hant/feed/special/nomura-q1-net-profit-surges-39-percent-yoy-equity-trading-beats-expectations-7875 nashnova zh-tw 2026-07-29T07:07:40.596Z 野村證券Q1淨利潤同比增39%，股票交易超預期 https://www.nashnova.com/zh-hant/feed/special/sk-hynix-q2-profit-surges-sixfold-to-record-high-analysts-say-it-may-have-7874 nashnova zh-tw 2026-07-29T07:01:44.685Z SK海力士Q2利潤增六倍創紀錄，分析師稱或已觸頂 https://www.nashnova.com/zh-hant/feed/special/bofa-downgrades-exxonmobil-favors-chevrons-restructuring-outlook-7873 nashnova zh-tw 2026-07-29T06:47:35.480Z 美銀下調埃克森美孚評級，看好雪佛龍重組前景 https://www.nashnova.com/zh-hant/feed/special/foreign-brand-mobile-phone-shipments-in-china-surge-66-3-percent-yoy-in-june-7872 nashnova zh-tw 2026-07-29T06:42:20.337Z 中國6月外資品牌手機出貨量同比增66.3% https://www.nashnova.com/zh-hant/feed/special/nvidia-deploys-massive-cash-to-build-ai-ecosystem-with-financing-arrangements-7871 nashnova zh-tw 2026-07-29T06:38:47.693Z 輝達以巨額現金佈局AI生態，融資安排收益大於風險 https://www.nashnova.com/zh-hant/feed/special/analyst-cxmt-lags-two-to-three-generations-behind-sk-hynix-and-other-big-three-7870 nashnova zh-tw 2026-07-29T06:37:30.494Z 分析師：長鑫存儲落後SK海力士等三巨頭兩三代 https://www.nashnova.com/zh-hant/feed/special/cambricon-launches-equity-incentive-plan-with-3-year-revenue-target-exceeding-7869 nashnova zh-tw 2026-07-29T06:32:41.192Z 寒武紀發股權激勵，3年營收目標逾千億元 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-call-hbm-price-forecast-raised-to-2-5x-current-levels-7868 nashnova zh-tw 2026-07-29T06:28:53.698Z 高盛電話會：HBM價格預期上修至現價2.5倍 https://www.nashnova.com/zh-hant/feed/special/deutsche-bank-q2-net-profit-rises-10-percent-fixed-income-trading-hits-quarterly-7867 nashnova zh-tw 2026-07-29T05:24:32.460Z 德意志銀行Q2淨利潤升10%，固收交易創季度紀錄 https://www.nashnova.com/zh-hant/feed/special/ai-spending-pressure-pushes-tech-giants-default-insurance-costs-to-multi-year-7866 nashnova zh-tw 2026-07-29T05:23:24.740Z AI支出壓力下，科技巨頭違約保險成本創近年新高 https://www.nashnova.com/zh-hant/feed/special/chinas-market-regulators-to-convene-solar-companies-to-address-irrational-7865 nashnova zh-tw 2026-07-29T05:22:21.227Z 中國市場監管部門將召集光伏企業整治非理性競爭 https://www.nashnova.com/zh-hant/feed/special/sk-hynix-2026-capex-to-hit-record-high-of-krw-40-trillion-u-s-and-japan-7864 nashnova zh-tw 2026-07-29T05:17:11.194Z SK海力士2026年資本支出將達40兆韓元高位，美日擴張待定 https://www.nashnova.com/zh-hant/feed/special/ubs-q2-net-profit-hits-2-8b-beating-analyst-expectations-7863 nashnova zh-tw 2026-07-29T04:52:10.280Z 瑞銀Q2淨利28億美元，超分析師預期 https://www.nashnova.com/zh-hant/feed/special/standard-chartereds-h1-pre-tax-profit-rises-9-percent-to-4-78-billion-7862 nashnova zh-tw 2026-07-29T04:19:01.410Z 渣打集團上半年稅前利潤升9%至47.8億美元 https://www.nashnova.com/zh-hant/feed/special/nuclear-revival-requires-250-billion-annual-investment-industry-calls-on-banks-7861 nashnova zh-tw 2026-07-29T04:18:15.746Z 核電復興每年需投資2500億美元，行業呼籲銀行引入私人資本 https://www.nashnova.com/zh-hant/feed/special/google-deepmind-disbands-alphafold-team-to-pivot-toward-large-models-7860 nashnova zh-tw 2026-07-29T04:16:47.202Z 谷歌DeepMind解散AlphaFold團隊轉向大模型 https://www.nashnova.com/zh-hant/feed/special/hong-kong-stocks-rise-1-37-percent-at-midday-auto-stocks-lead-gains-7859 nashnova zh-tw 2026-07-29T04:15:32.909Z 港股午盤漲1.37% 汽車股領漲 https://www.nashnova.com/zh-hant/feed/special/ai-7858 nashnova zh-tw 2026-07-29T04:14:03.396Z 英國央行審查主經紀商亞洲AI股集中敞口 https://www.nashnova.com/zh-hant/feed/special/9-percent-7857 nashnova zh-tw 2026-07-29T04:12:43.813Z 小米港股漲超9%，新車發布會定檔明晚 https://www.nashnova.com/zh-hant/feed/special/7856 nashnova zh-tw 2026-07-29T03:57:52.069Z 道明證券：美聯儲按兵不動將致美元短期走弱 https://www.nashnova.com/zh-hant/feed/special/agi-7855 nashnova zh-tw 2026-07-29T03:48:12.445Z 奧爾特曼：AGI已近在咫尺，機器人兩三年內迎轉折 https://www.nashnova.com/zh-hant/feed/special/7854 nashnova zh-tw 2026-07-29T03:16:35.655Z 沃什廢除前瞻指引，加息或早於市場預期 https://www.nashnova.com/zh-hant/feed/special/7-11-percent-7853 nashnova zh-tw 2026-07-29T03:15:10.595Z 港股金融股7月漲11%，創近兩年最佳月表現 https://www.nashnova.com/zh-hant/feed/special/ai-7852 nashnova zh-tw 2026-07-29T03:14:15.396Z 中國晶片國產替代提速，雲端AI壓力最大 https://www.nashnova.com/zh-hant/feed/special/suv-7851 nashnova zh-tw 2026-07-29T03:12:55.106Z 小米增程SUV供應鏈曝光，澤景、禾賽受益 https://www.nashnova.com/zh-hant/feed/special/7850 nashnova zh-tw 2026-07-29T02:57:29.534Z 香港黃金進口創十年新高，清算機制備庫存為主因 https://www.nashnova.com/zh-hant/feed/special/chatgpt-10-7849 nashnova zh-tw 2026-07-29T02:47:54.545Z ChatGPT週活躍用戶逼近10億，較目標晚七個月