https://www.nashnova.com/feed/special/bernanke-joins-anthropics-long-term-benefit-trust-6146 NashNova en 2026-07-10T05:47:24.527Z Bernanke Joins Anthropic's Long-Term Benefit Trust https://www.nashnova.com/feed/special/goldman-sachs-carry-trade-conditions-at-best-levels-since-2000-6145 NashNova en 2026-07-10T05:27:12.685Z Goldman Sachs: Carry Trade Conditions at Best Levels Since 2000 https://www.nashnova.com/feed/special/chinas-five-year-plan-drops-numerical-urban-employment-target-for-the-first-time-6144 NashNova en 2026-07-10T05:17:09.542Z China's Five-Year Plan Drops Numerical Urban Employment Target for the First Time https://www.nashnova.com/feed/special/tsmc-raises-cowos-2027-capacity-target-to-200k-wafers-6143 NashNova en 2026-07-10T05:13:27.856Z TSMC Raises CoWoS 2027 Capacity Target to 200K Wafers https://www.nashnova.com/feed/special/jcet-plans-10-billion-yuan-capex-in-2026-betting-big-on-ai-advanced-packaging-6142 NashNova en 2026-07-10T05:12:08.017Z JCET Plans ~10 Billion Yuan Capex in 2026, Betting Big on AI Advanced Packaging https://www.nashnova.com/feed/special/goldman-sachs-research-chinas-ai-pcb-supply-chain-accelerates-ecosystem-6141 NashNova en 2026-07-10T04:57:34.264Z Goldman Sachs Research: China's AI PCB Supply Chain Accelerates Ecosystem Migration to Thailand https://www.nashnova.com/feed/special/huawei-china-mobile-and-baidu-co-found-npo-optical-interconnect-standards-6140 NashNova en 2026-07-10T04:32:42.019Z Huawei, China Mobile, and Baidu Co-Found NPO Optical Interconnect Standards Organization https://www.nashnova.com/feed/special/bofa-raises-samsung-electronics-price-target-to-krw-550-000-forecasting-krw-50-6-6139 NashNova en 2026-07-10T04:22:38.219Z BofA Raises Samsung Electronics Price Target to KRW 550,000, Forecasting KRW 50.6 Trillion Profit for 2027 https://www.nashnova.com/feed/special/morgan-stanley-upgrades-lenovo-to-overweight-raises-target-price-to-hk-30-6138 NashNova en 2026-07-10T04:18:53.297Z Morgan Stanley Upgrades Lenovo to Overweight, Raises Target Price to HK$30 https://www.nashnova.com/feed/special/micron-raises-u-s-investment-target-to-250-billion-by-2035-6137 NashNova en 2026-07-10T04:17:07.216Z Micron Raises U.S. Investment Target to $250 Billion by 2035 https://www.nashnova.com/feed/special/openai-and-google-sold-ai-services-to-u-s-blacklisted-chinese-companies-6136 NashNova en 2026-07-10T04:15:55.643Z OpenAI and Google Sold AI Services to U.S.-Blacklisted Chinese Companies https://www.nashnova.com/feed/special/nhs-hospitals-admit-significant-errors-in-palantir-contract-data-6135 NashNova en 2026-07-10T04:14:38.189Z NHS Hospitals Admit Significant Errors in Palantir Contract Data https://www.nashnova.com/feed/special/hsbc-markets-hang-seng-banks-problem-loans-to-investors-6134 NashNova en 2026-07-10T04:13:23.142Z HSBC Markets Hang Seng Bank's Problem Loans to Investors https://www.nashnova.com/feed/special/ft-sk-hynixs-massive-rights-issue-reflects-overheated-market-6133 NashNova en 2026-07-10T04:12:17.230Z FT: SK Hynix's Massive Rights Issue Reflects Overheated Market https://www.nashnova.com/feed/special/jgb-yields-approach-30-year-highs-as-socgen-warns-of-global-valuation-shock-6132 NashNova en 2026-07-10T03:52:37.208Z JGB Yields Approach 30-Year Highs as SocGen Warns of Global Valuation Shock https://www.nashnova.com/feed/special/minimax-ceo-forgoes-salary-and-gives-up-5-percent-stake-6131 NashNova en 2026-07-10T03:37:02.031Z MiniMax CEO Forgoes Salary and Gives Up 5% Stake https://www.nashnova.com/feed/special/hbm4-prices-could-double-by-2027-as-ai-demand-locks-up-half-of-dram-capacity-6130 NashNova en 2026-07-10T03:17:46.896Z HBM4 Prices Could Double by 2027 as AI Demand Locks Up Half of DRAM Capacity https://www.nashnova.com/feed/special/globalwafers-signs-10-year-supply-agreement-with-micron-backed-by-500-million-6129 NashNova en 2026-07-10T03:16:32.106Z GlobalWafers Signs 10-Year Supply Agreement with Micron, Backed by $500 Million Strategic Funding https://www.nashnova.com/feed/special/eu-tariffs-push-chinese-automakers-toward-local-production-in-europe-6128 NashNova en 2026-07-10T03:15:16.115Z EU Tariffs Push Chinese Automakers Toward Local Production in Europe https://www.nashnova.com/feed/special/india-eliminates-tariffs-on-electronics-and-battery-components-benefiting-apple-6127 NashNova en 2026-07-10T03:14:02.924Z India Eliminates Tariffs on Electronics and Battery Components, Benefiting Apple and Foxconn https://www.nashnova.com/feed/special/india-approves-dixon-vivo-joint-venture-factory-marking-breakthrough-for-chinese-6126 NashNova en 2026-07-10T03:13:00.302Z India Approves Dixon-Vivo Joint Venture Factory, Marking Breakthrough for Chinese Capital Entry https://www.nashnova.com/feed/special/openai-launches-chatgpt-work-to-enter-enterprise-ai-agent-market-6125 NashNova en 2026-07-10T03:11:59.606Z OpenAI Launches ChatGPT Work to Enter Enterprise AI Agent Market https://www.nashnova.com/feed/special/multiple-institutions-katayamas-remarks-may-trigger-triple-rally-in-japanese-6124 NashNova en 2026-07-10T03:03:10.495Z Multiple Institutions: Katayama's Remarks May Trigger Triple Rally in Japanese Assets https://www.nashnova.com/feed/special/tencent-leads-unwinding-of-metas-2-billion-manus-acquisition-6123 NashNova en 2026-07-10T02:57:10.925Z Tencent Leads Unwinding of Meta's $2 Billion Manus Acquisition https://www.nashnova.com/feed/special/sse-composite-up-0-52-percent-innovative-pharma-and-ai-applications-lead-gains-6122 NashNova en 2026-07-10T02:37:14.984Z SSE Composite Up 0.52%: Innovative Pharma and AI Applications Lead Gains, Hang Seng Tech Index Rises Nearly 2% https://www.nashnova.com/feed/special/copper-prices-rise-for-second-consecutive-week-as-market-downplays-iran-conflict-6121 NashNova en 2026-07-10T02:26:48.909Z Copper Prices Rise for Second Consecutive Week as Market Downplays Iran Conflict Impact https://www.nashnova.com/feed/special/deutsche-bank-usd-risk-profile-shifting-toward-tech-like-high-volatility-asset-6120 NashNova en 2026-07-10T02:22:31.409Z Deutsche Bank: USD Risk Profile Shifting Toward Tech-Like High-Volatility Asset https://www.nashnova.com/feed/special/japan-government-bond-yields-drop-sharply-by-10-basis-points-6119 NashNova en 2026-07-10T01:51:57.601Z Japan Government Bond Yields Drop Sharply by 10 Basis Points https://www.nashnova.com/feed/special/asia-pacific-stocks-rally-broadly-koreas-kospi-surges-over-2-percent-nikkei-6118 NashNova en 2026-07-10T01:42:38.637Z Asia-Pacific Stocks Rally Broadly: Korea's KOSPI Surges Over 2%, Nikkei Gains 2% https://www.nashnova.com/feed/special/largans-variable-aperture-ramps-up-in-q3-cpo-samples-to-be-shipped-this-month-6117 NashNova en 2026-07-10T01:15:11.676Z Largan's Variable Aperture Ramps Up in Q3; CPO Samples to Be Shipped This Month https://www.nashnova.com/feed/special/lg-energy-solution-converts-idle-ev-lines-to-energy-storage-targeting-ai-data-6116 NashNova en 2026-07-10T01:13:54.281Z LG Energy Solution Converts Idle EV Lines to Energy Storage, Targeting AI Data Center Demand https://www.nashnova.com/feed/special/zhipu-ais-free-float-remains-just-8-percent-after-fundraising-low-float-risk-6115 NashNova en 2026-07-10T01:02:24.845Z Zhipu AI's Free Float Remains Just 8% After Fundraising, Low Float Risk Persists https://www.nashnova.com/feed/special/citic-securities-june-ppi-yoy-may-have-peaked-profit-under-pressure-in-h2-6114 NashNova en 2026-07-10T00:42:29.997Z CITIC Securities: June PPI YoY May Have Peaked, Profit Under Pressure in H2 https://www.nashnova.com/feed/special/japans-june-ppi-rises-7-1-percent-yoy-fastest-pace-since-early-2023-6113 NashNova en 2026-07-10T00:17:04.970Z Japan's June PPI Rises 7.1% YoY, Fastest Pace Since Early 2023 https://www.nashnova.com/feed/special/away-from-musk-etf-files-for-listing-6112 NashNova en 2026-07-10T00:07:11.499Z "Away from Musk" ETF Files for Listing https://www.nashnova.com/feed/special/jpmorgan-the-key-question-in-ai-investment-has-shifted-from-whether-to-invest-to-6111 NashNova en 2026-07-09T23:47:17.539Z JPMorgan: The Key Question in AI Investment Has Shifted from "Whether to Invest" to "How to Invest" https://www.nashnova.com/feed/special/chinas-hidden-debt-cleanup-nears-completion-fiscal-focus-may-shift-toward-growth-6110 NashNova en 2026-07-09T23:28:28.866Z China's Hidden Debt Cleanup Nears Completion, Fiscal Focus May Shift Toward Growth https://www.nashnova.com/feed/special/nexchip-lists-in-hong-kong-raising-890m-to-test-chip-stock-demand-6109 NashNova en 2026-07-09T23:27:00.622Z Nexchip Lists in Hong Kong, Raising $890M to Test Chip Stock Demand https://www.nashnova.com/feed/special/murati-departs-over-chronic-illness-openai-leadership-shaken-again-ahead-of-ipo-6108 NashNova en 2026-07-09T23:22:10.752Z Murati Departs Over Chronic Illness, OpenAI Leadership Shaken Again Ahead of IPO https://www.nashnova.com/feed/special/stargate-power-developer-lancium-seeks-minority-stake-sale-6107 NashNova en 2026-07-09T22:07:00.611Z Stargate Power Developer Lancium Seeks Minority Stake Sale https://www.nashnova.com/feed/special/teslas-per-vehicle-profit-drops-40-percent-gap-with-toyota-narrows-to-under-10-6106 NashNova en 2026-07-09T21:28:33.058Z Tesla's Per-Vehicle Profit Drops 40%, Gap with Toyota Narrows to Under ¥10,000 https://www.nashnova.com/feed/special/u-s-terminates-investigation-into-import-tariffs-on-aircraft-and-parts-no-new-6105 NashNova en 2026-07-09T21:27:16.555Z U.S. Terminates Investigation Into Import Tariffs on Aircraft and Parts, No New Tariffs for Now https://www.nashnova.com/feed/special/cxmt-targets-trillion-dollar-memory-market-with-secret-supply-chain-to-6104 NashNova en 2026-07-09T21:17:19.040Z CXMT Targets Trillion-Dollar Memory Market with Secret Supply Chain to Circumvent U.S. Controls https://www.nashnova.com/feed/special/tsmc-partners-with-asml-and-imec-to-advance-2d-chip-mass-production-6103 NashNova en 2026-07-09T20:13:01.952Z TSMC Partners with ASML and Imec to Advance 2D Chip Mass Production https://www.nashnova.com/feed/special/new-version-of-u-s-crypto-regulatory-bill-could-come-as-early-as-next-week-6102 NashNova en 2026-07-09T19:42:06.260Z New Version of U.S. Crypto Regulatory Bill Could Come as Early as Next Week https://www.nashnova.com/feed/special/fed-officially-announces-leaders-of-five-external-task-forces-6101 NashNova en 2026-07-09T19:38:31.104Z Fed Officially Announces Leaders of Five External Task Forces https://www.nashnova.com/feed/special/gold-drops-over-13-percent-in-q2-worst-quarter-since-2013-6100 NashNova en 2026-07-09T19:37:18.540Z Gold Drops Over 13% in Q2, Worst Quarter Since 2013 https://www.nashnova.com/feed/special/carlyle-sells-data-center-power-platform-for-2-6-billion-achieving-5x-return-6099 NashNova en 2026-07-09T19:19:02.393Z Carlyle Sells Data Center Power Platform for $2.6 Billion, Achieving 5x Return https://www.nashnova.com/feed/special/rising-u-s-iran-negotiation-expectations-send-crude-oil-futures-down-over-2-6098 NashNova en 2026-07-09T19:17:31.880Z Rising U.S.-Iran Negotiation Expectations Send Crude Oil Futures Down Over 2% https://www.nashnova.com/feed/special/s-and-p-500-quietly-approaches-all-time-high-6097 NashNova en 2026-07-09T19:16:44.020Z S&P 500 Quietly Approaches All-Time High https://www.nashnova.com/feed/special/bank-of-england-chief-economist-interest-rates-need-to-rise-6096 NashNova en 2026-07-09T19:06:48.433Z Bank of England Chief Economist: Interest Rates Need to Rise https://www.nashnova.com/feed/special/war-driven-inflation-fears-fail-to-shake-treasury-yield-expectations-6095 NashNova en 2026-07-09T19:02:34.550Z War-Driven Inflation Fears Fail to Shake Treasury Yield Expectations https://www.nashnova.com/feed/special/anthropic-introduces-usage-based-pricing-for-claude-fable-5-6094 NashNova en 2026-07-09T18:42:23.118Z Anthropic Introduces Usage-Based Pricing for Claude Fable 5 https://www.nashnova.com/feed/special/bitcoin-etfs-and-private-credit-face-simultaneous-redemption-pressure-6093 NashNova en 2026-07-09T18:22:17.201Z Bitcoin ETFs and Private Credit Face Simultaneous Redemption Pressure https://www.nashnova.com/feed/special/ai-budget-expansion-squeezes-traditional-saas-market-share-6092 NashNova en 2026-07-09T17:47:17.665Z AI Budget Expansion Squeezes Traditional SaaS Market Share https://www.nashnova.com/feed/special/u-s-30-year-treasury-auction-halts-selloff-as-foreign-demand-hits-second-highest-6091 NashNova en 2026-07-09T17:42:10.641Z U.S. 30-Year Treasury Auction Halts Selloff as Foreign Demand Hits Second-Highest on Record https://www.nashnova.com/feed/special/palo-alto-ceo-ai-pricing-needs-to-drop-another-90-percent-6090 NashNova en 2026-07-09T17:21:59.972Z Palo Alto CEO: AI Pricing Needs to Drop Another 90% https://www.nashnova.com/feed/special/goldman-sachs-hedge-funds-rotate-heavily-into-energy-and-medical-devices-6089 NashNova en 2026-07-09T17:07:25.303Z Goldman Sachs: Hedge Funds Rotate Heavily into Energy and Medical Devices https://www.nashnova.com/feed/special/cftc-moves-to-block-cmes-24-7-crude-oil-futures-self-certification-filing-6088 NashNova en 2026-07-09T16:52:55.875Z CFTC Moves to Block CME's 24/7 Crude Oil Futures Self-Certification Filing https://www.nashnova.com/feed/special/polands-central-bank-buys-82-tons-of-gold-this-year-targeting-700-ton-reserve-6087 NashNova en 2026-07-09T16:51:56.389Z Poland's Central Bank Buys 82 Tons of Gold This Year, Targeting 700-Ton Reserve Goal https://www.nashnova.com/feed/special/annual-pce-revision-may-lower-core-inflation-giving-waller-room-to-stand-pat-6086 NashNova en 2026-07-09T16:29:15.621Z Annual PCE Revision May Lower Core Inflation, Giving Waller Room to Stand Pat https://www.nashnova.com/feed/special/wells-fargo-nvidias-h200-sales-to-china-are-limited-in-scale-6085 NashNova en 2026-07-09T16:28:09.926Z Wells Fargo: Nvidia's H200 Sales to China Are Limited in Scale https://www.nashnova.com/feed/special/minimax-plans-to-raise-1-9-billion-through-share-placement-and-convertible-bonds-6084 NashNova en 2026-07-09T16:27:04.008Z MiniMax Plans to Raise $1.9 Billion Through Share Placement and Convertible Bonds https://www.nashnova.com/feed/special/micron-surges-over-7-percent-as-ai-memory-long-term-contract-collateral-6083 NashNova en 2026-07-09T16:13:49.614Z Micron Surges Over 7% as AI Memory Long-Term Contract Collateral Structure Revealed for the First Time https://www.nashnova.com/feed/special/behind-the-weak-won-capital-flow-misalignment-outweighs-trade-surplus-6082 NashNova en 2026-07-09T16:12:23.379Z Behind the Weak Won: Capital Flow Misalignment Outweighs Trade Surplus https://www.nashnova.com/feed/special/ubs-raises-european-equity-target-to-690-signaling-8-percent-upside-6081 NashNova en 2026-07-09T15:57:02.739Z UBS Raises European Equity Target to 690, Signaling 8% Upside https://www.nashnova.com/feed/special/u-s-stock-leverage-demand-remains-elevated-financing-pressure-may-surge-again-at-6080 NashNova en 2026-07-09T15:47:33.316Z U.S. Stock Leverage Demand Remains Elevated; Financing Pressure May Surge Again at Quarter-End https://www.nashnova.com/feed/special/alibaba-has-cumulatively-invested-about-7-6-billion-yuan-in-cxmt-6079 NashNova en 2026-07-09T15:36:55.829Z Alibaba Has Cumulatively Invested About 7.6 Billion Yuan in CXMT https://www.nashnova.com/feed/special/khamenei-buried-as-u-s-iran-mutual-strikes-push-ceasefire-agreement-to-brink-of-6078 NashNova en 2026-07-09T15:32:12.726Z Khamenei Buried as U.S.-Iran Mutual Strikes Push Ceasefire Agreement to Brink of Collapse https://www.nashnova.com/feed/special/bofa-picks-chevron-goldman-eyes-crack-spreads-6077 NashNova en 2026-07-09T15:27:24.168Z BofA Picks Chevron, Goldman Eyes Crack Spreads https://www.nashnova.com/feed/special/u-s-iran-tensions-escalate-as-iran-rushes-to-ship-out-11-million-barrels-of-6076 NashNova en 2026-07-09T15:16:57.690Z U.S.-Iran Tensions Escalate as Iran Rushes to Ship Out 11 Million Barrels of Crude in 24 Hours https://www.nashnova.com/feed/special/ai-momentum-volatility-surges-to-6-year-high-sharply-diverging-from-s-and-p-500-6075 NashNova en 2026-07-09T14:57:59.142Z AI Momentum Volatility Surges to 6-Year High, Sharply Diverging from S&P 500 https://www.nashnova.com/feed/special/amd-partners-with-5c-to-build-gigawatt-scale-ai-campus-6074 NashNova en 2026-07-09T14:57:07.734Z AMD Partners with 5C to Build Gigawatt-Scale AI Campus https://www.nashnova.com/feed/special/morgan-stanley-predicts-global-m-and-a-volume-to-reach-6-4-trillion-in-2026-6073 NashNova en 2026-07-09T14:52:13.136Z Morgan Stanley Predicts Global M&A Volume to Reach $6.4 Trillion in 2026, Surpassing the 2021 Peak https://www.nashnova.com/feed/special/newspaper-group-seeks-sanctions-against-openai-accused-of-concealing-copyright-6072 NashNova en 2026-07-09T14:32:00.222Z Newspaper Group Seeks Sanctions Against OpenAI: Accused of Concealing Copyright Search Capabilities https://www.nashnova.com/feed/special/ny-fed-president-ai-demand-is-the-top-inflation-concern-right-now-6071 NashNova en 2026-07-09T14:27:49.898Z NY Fed President: AI Demand Is the Top Inflation Concern Right Now https://www.nashnova.com/feed/special/openais-latest-model-achieves-54-percent-token-efficiency-gain-in-agentic-coding-6070 NashNova en 2026-07-09T14:27:00.172Z OpenAI's Latest Model Achieves 54% Token Efficiency Gain in Agentic Coding https://www.nashnova.com/feed/special/meta-launches-first-paid-ai-model-muse-spark-1-1-entering-the-coding-market-6069 NashNova en 2026-07-09T14:18:56.314Z Meta Launches First Paid AI Model Muse Spark 1.1, Entering the Coding Market https://www.nashnova.com/feed/special/u-s-june-existing-home-sales-unexpectedly-decline-as-home-prices-hit-record-high-6068 NashNova en 2026-07-09T14:17:38.248Z U.S. June Existing Home Sales Unexpectedly Decline as Home Prices Hit Record High https://www.nashnova.com/feed/special/startup-squeezes-27-billion-parameter-model-into-iphone-apple-already-in-talks-6067 NashNova en 2026-07-09T14:02:26.675Z Startup Squeezes 27-Billion-Parameter Model into iPhone; Apple Already in Talks https://www.nashnova.com/feed/special/u-s-chip-stocks-rally-broadly-applied-materials-surges-nearly-10-percent-6066 NashNova en 2026-07-09T13:52:37.098Z U.S. Chip Stocks Rally Broadly, Applied Materials Surges Nearly 10% https://www.nashnova.com/feed/special/inp-supply-demand-gap-exceeds-70-percent-critical-shortage-of-key-optical-module-6065 NashNova en 2026-07-09T13:43:18.679Z InP Supply-Demand Gap Exceeds 70%: Critical Shortage of Key Optical Module Material https://www.nashnova.com/feed/special/hedgeye-initiates-short-rating-on-apple-sees-23-percent-downside-6064 NashNova en 2026-07-09T13:37:08.293Z Hedgeye Initiates Short Rating on Apple, Sees 23% Downside https://www.nashnova.com/feed/special/barclays-bets-on-earnings-as-wall-street-warns-of-an-earnings-bubble-6063 NashNova en 2026-07-09T13:27:34.421Z Barclays Bets on Earnings as Wall Street Warns of an "Earnings Bubble" https://www.nashnova.com/feed/special/apollos-35-billion-ai-chip-private-debt-deal-begins-trading-6062 NashNova en 2026-07-09T13:24:13.439Z Apollo's $35 Billion AI Chip Private Debt Deal Begins Trading https://www.nashnova.com/feed/special/apollo-warns-slowing-ai-returns-could-trigger-cascading-market-risks-6061 NashNova en 2026-07-09T13:23:08.016Z Apollo Warns: Slowing AI Returns Could Trigger Cascading Market Risks https://www.nashnova.com/feed/special/sk-hynix-adr-priced-at-149-a-3-1-percent-premium-over-korea-closing-price-6060 NashNova en 2026-07-09T13:22:00.868Z SK Hynix ADR Priced at $149, a 3.1% Premium Over Korea Closing Price https://www.nashnova.com/feed/special/us-ai-valuations-hit-extremes-as-top-fund-managers-pivot-to-china-tech-and-6059 NashNova en 2026-07-09T13:08:17.208Z US AI Valuations Hit Extremes as Top Fund Managers Pivot to China Tech and Energy https://www.nashnova.com/feed/special/u-s-30-year-treasury-yield-hits-7-week-high-on-8-day-winning-streak-6058 NashNova en 2026-07-09T13:06:52.475Z U.S. 30-Year Treasury Yield Hits 7-Week High on 8-Day Winning Streak https://www.nashnova.com/feed/special/qatar-suspends-ras-laffan-lng-expansion-tightening-global-gas-supply-further-6057 NashNova en 2026-07-09T13:03:23.791Z Qatar Suspends Ras Laffan LNG Expansion, Tightening Global Gas Supply Further https://www.nashnova.com/feed/special/lee-jae-yong-heads-to-sun-valley-summit-for-intensive-talks-with-apple-amazon-6056 NashNova en 2026-07-09T12:52:16.686Z Lee Jae-yong Heads to Sun Valley Summit for Intensive Talks with Apple, Amazon, and OpenAI on Orders https://www.nashnova.com/feed/special/cerebras-plans-multi-billion-dollar-european-compute-expansion-targeting-200mw-6055 NashNova en 2026-07-09T12:48:27.534Z Cerebras Plans Multi-Billion Dollar European Compute Expansion, Targeting 200MW by 2027 https://www.nashnova.com/feed/special/u-s-initial-jobless-claims-drop-to-215k-labor-market-remains-stable-6054 NashNova en 2026-07-09T12:47:26.844Z U.S. Initial Jobless Claims Drop to 215K, Labor Market Remains Stable https://www.nashnova.com/feed/special/wall-street-ratings-roundup-thursday-nvidia-tesla-salesforce-and-more-6053 NashNova en 2026-07-09T12:43:26.679Z Wall Street Ratings Roundup Thursday: NVIDIA, Tesla, Salesforce and More https://www.nashnova.com/feed/special/micron-plans-to-invest-up-to-3-billion-to-strengthen-u-s-chip-supply-chain-6052 NashNova en 2026-07-09T12:41:46.334Z Micron Plans to Invest Up to $3 Billion to Strengthen U.S. Chip Supply Chain https://www.nashnova.com/feed/special/william-blair-amds-valuation-premium-is-too-high-cpu-market-share-growth-set-to-6051 NashNova en 2026-07-09T12:37:25.815Z William Blair: AMD's Valuation Premium Is Too High, CPU Market Share Growth Set to Become More Difficult https://www.nashnova.com/feed/special/u-s-plans-to-lift-steering-wheel-requirement-for-self-driving-cars-6050 NashNova en 2026-07-09T12:32:02.697Z U.S. Plans to Lift Steering Wheel Requirement for Self-Driving Cars https://www.nashnova.com/feed/special/sk-hynix-eyes-nasdaq-listing-wall-street-underwriting-fees-expected-to-exceed-6049 NashNova en 2026-07-09T12:27:18.025Z SK Hynix Eyes Nasdaq Listing; Wall Street Underwriting Fees Expected to Exceed $140 Million https://www.nashnova.com/feed/special/ecb-june-meeting-energy-shock-too-significant-to-ignore-unanimous-rate-hike-to-2-6048 NashNova en 2026-07-09T12:22:11.801Z ECB June Meeting: Energy Shock Too Significant to Ignore, Unanimous Rate Hike to 2.25% https://www.nashnova.com/feed/special/microsoft-and-google-race-to-buy-nuclear-power-as-smrs-become-wall-streets-new-6047 NashNova en 2026-07-09T12:19:21.283Z Microsoft and Google Race to Buy Nuclear Power as SMRs Become Wall Street's New Bet https://www.nashnova.com/zh/feed/special/huawei-china-mobile-and-baidu-co-found-npo-optical-interconnect-standards-6140 NashNova zh-cn 2026-07-10T04:32:42.019Z 华为联合中国移动百度发起NPO光互联标准组织 https://www.nashnova.com/zh/feed/special/bofa-raises-samsung-electronics-price-target-to-krw-550-000-forecasting-krw-50-6-6139 NashNova zh-cn 2026-07-10T04:22:38.219Z 美银上调三星电子目标价至55万韩元，2027年利润预测506万亿韩元 https://www.nashnova.com/zh/feed/special/morgan-stanley-upgrades-lenovo-to-overweight-raises-target-price-to-hk-30-6138 NashNova zh-cn 2026-07-10T04:18:53.297Z 大摩上调联想评级至增持，目标价升至30港元 https://www.nashnova.com/zh/feed/special/micron-raises-u-s-investment-target-to-250-billion-by-2035-6137 NashNova zh-cn 2026-07-10T04:17:07.216Z 美光2035年美国投资额升至2500亿美元 https://www.nashnova.com/zh/feed/special/openai-and-google-sold-ai-services-to-u-s-blacklisted-chinese-companies-6136 NashNova zh-cn 2026-07-10T04:15:55.643Z OpenAI和谷歌向美国黑名单中企出售AI服务 https://www.nashnova.com/zh/feed/special/nhs-hospitals-admit-significant-errors-in-palantir-contract-data-6135 NashNova zh-cn 2026-07-10T04:14:38.189Z NHS医院承认Palantir合同数据存在大量错误 https://www.nashnova.com/zh/feed/special/hsbc-markets-hang-seng-banks-problem-loans-to-investors-6134 NashNova zh-cn 2026-07-10T04:13:23.142Z 汇丰向投资者兜售恒生银行问题贷款 https://www.nashnova.com/zh/feed/special/ft-sk-hynixs-massive-rights-issue-reflects-overheated-market-6133 NashNova zh-cn 2026-07-10T04:12:17.230Z FT：SK海力士巨额配股折射市场过热 https://www.nashnova.com/zh/feed/special/jgb-yields-approach-30-year-highs-as-socgen-warns-of-global-valuation-shock-6132 NashNova zh-cn 2026-07-10T03:52:37.208Z 日债收益率逼近三十年高位，法兴警告冲击全球估值 https://www.nashnova.com/zh/feed/special/minimax-ceo-forgoes-salary-and-gives-up-5-percent-stake-6131 NashNova zh-cn 2026-07-10T03:37:02.031Z MiniMax CEO放弃薪酬并出让5%股份 https://www.nashnova.com/zh/feed/special/hbm4-prices-could-double-by-2027-as-ai-demand-locks-up-half-of-dram-capacity-6130 NashNova zh-cn 2026-07-10T03:17:46.896Z HBM4价格2027年或翻倍，AI需求锁定半数DRAM产能 https://www.nashnova.com/zh/feed/special/globalwafers-signs-10-year-supply-agreement-with-micron-backed-by-500-million-6129 NashNova zh-cn 2026-07-10T03:16:32.106Z 环球晶圆与美光签十年供货协议，附5亿美元战略资金 https://www.nashnova.com/zh/feed/special/eu-tariffs-push-chinese-automakers-toward-local-production-in-europe-6128 NashNova zh-cn 2026-07-10T03:15:16.115Z 欧盟关税倒逼中国车企转向欧洲本地生产 https://www.nashnova.com/zh/feed/special/india-eliminates-tariffs-on-electronics-and-battery-components-benefiting-apple-6127 NashNova zh-cn 2026-07-10T03:14:02.924Z 印度取消电子及电池组件关税，苹果富士康受益 https://www.nashnova.com/zh/feed/special/india-approves-dixon-vivo-joint-venture-factory-marking-breakthrough-for-chinese-6126 NashNova zh-cn 2026-07-10T03:13:00.302Z 印度批准Dixon与Vivo合资建厂，中资入局获突破 https://www.nashnova.com/zh/feed/special/openai-launches-chatgpt-work-to-enter-enterprise-ai-agent-market-6125 NashNova zh-cn 2026-07-10T03:11:59.606Z OpenAI推出ChatGPT Work进军企业AI Agent市场 https://www.nashnova.com/zh/feed/special/multiple-institutions-katayamas-remarks-may-trigger-triple-rally-in-japanese-6124 NashNova zh-cn 2026-07-10T03:03:10.495Z 多家机构：片山表态或引发日本资产三重上涨 https://www.nashnova.com/zh/feed/special/tencent-leads-unwinding-of-metas-2-billion-manus-acquisition-6123 NashNova zh-cn 2026-07-10T02:57:10.925Z 腾讯主导拆解Meta 20亿美元Manus收购案 https://www.nashnova.com/zh/feed/special/sse-composite-up-0-52-percent-innovative-pharma-and-ai-applications-lead-gains-6122 NashNova zh-cn 2026-07-10T02:37:14.984Z 沪指涨0.52%，创新药、AI应用领涨，恒科指涨近2% https://www.nashnova.com/zh/feed/special/copper-prices-rise-for-second-consecutive-week-as-market-downplays-iran-conflict-6121 NashNova zh-cn 2026-07-10T02:26:48.909Z 铜价连续两周上涨，市场淡化伊朗冲突影响 https://www.nashnova.com/zh/feed/special/deutsche-bank-usd-risk-profile-shifting-toward-tech-like-high-volatility-asset-6120 NashNova zh-cn 2026-07-10T02:22:31.409Z 德银：美元风险特征正向科技高波动资产转变 https://www.nashnova.com/zh/feed/special/japan-government-bond-yields-drop-sharply-by-10-basis-points-6119 NashNova zh-cn 2026-07-10T01:51:57.601Z 日本国债收益率大幅下行10个基点 https://www.nashnova.com/zh/feed/special/asia-pacific-stocks-rally-broadly-koreas-kospi-surges-over-2-percent-nikkei-6118 NashNova zh-cn 2026-07-10T01:42:38.637Z 亚太股市普涨，韩国KOSPI涨超2%，日经涨2% https://www.nashnova.com/zh/feed/special/largans-variable-aperture-ramps-up-in-q3-cpo-samples-to-be-shipped-this-month-6117 NashNova zh-cn 2026-07-10T01:15:11.676Z 大立光可变光圈Q3放量，CPO样品本月送出 https://www.nashnova.com/zh/feed/special/lg-energy-solution-converts-idle-ev-lines-to-energy-storage-targeting-ai-data-6116 NashNova zh-cn 2026-07-10T01:13:54.281Z LG新能源闲置EV产线转产储能，瞄准AI数据中心需求 https://www.nashnova.com/zh/feed/special/zhipu-ais-free-float-remains-just-8-percent-after-fundraising-low-float-risk-6115 NashNova zh-cn 2026-07-10T01:02:24.845Z 智谱AI募资后流通量仍仅8%，低流通风险持续 https://www.nashnova.com/zh/feed/special/citic-securities-june-ppi-yoy-may-have-peaked-profit-under-pressure-in-h2-6114 NashNova zh-cn 2026-07-10T00:42:29.997Z 中信证券：6月PPI同比或已触顶，下半年利润承压 https://www.nashnova.com/zh/feed/special/japans-june-ppi-rises-7-1-percent-yoy-fastest-pace-since-early-2023-6113 NashNova zh-cn 2026-07-10T00:17:04.970Z 日本6月PPI同比涨7.1%，创2023年初以来最快 https://www.nashnova.com/zh/feed/special/away-from-musk-etf-files-for-listing-6112 NashNova zh-cn 2026-07-10T00:07:11.499Z 远离马斯克"ETF申请上市 https://www.nashnova.com/zh/feed/special/jpmorgan-the-key-question-in-ai-investment-has-shifted-from-whether-to-invest-to-6111 NashNova zh-cn 2026-07-09T23:47:17.539Z 摩根大通：AI投资关键已从"投不投"转向"怎么投" https://www.nashnova.com/zh/feed/special/chinas-hidden-debt-cleanup-nears-completion-fiscal-focus-may-shift-toward-growth-6110 NashNova zh-cn 2026-07-09T23:28:28.866Z 中国隐性债务清理近尾声，财政重心或转向增长 https://www.nashnova.com/zh/feed/special/nexchip-lists-in-hong-kong-raising-890m-to-test-chip-stock-demand-6109 NashNova zh-cn 2026-07-09T23:27:00.622Z 晶合集成港股上市，募资8.9亿美元测试芯片股需求 https://www.nashnova.com/zh/feed/special/murati-departs-over-chronic-illness-openai-leadership-shaken-again-ahead-of-ipo-6108 NashNova zh-cn 2026-07-09T23:22:10.752Z 西莫因慢性病离职，OpenAI IPO前管理层再生变 https://www.nashnova.com/zh/feed/special/stargate-power-developer-lancium-seeks-minority-stake-sale-6107 NashNova zh-cn 2026-07-09T22:07:00.611Z Stargate电力开发商Lancium寻求出售少数股权 https://www.nashnova.com/zh/feed/special/teslas-per-vehicle-profit-drops-40-percent-gap-with-toyota-narrows-to-under-10-6106 NashNova zh-cn 2026-07-09T21:28:33.058Z 特斯拉单车利润跌40%，与丰田差距缩至万元以内 https://www.nashnova.com/zh/feed/special/u-s-terminates-investigation-into-import-tariffs-on-aircraft-and-parts-no-new-6105 NashNova zh-cn 2026-07-09T21:27:16.555Z 美国终止飞机及零部件进口关税调查，暂不加征新税 https://www.nashnova.com/zh/feed/special/cxmt-targets-trillion-dollar-memory-market-with-secret-supply-chain-to-6104 NashNova zh-cn 2026-07-09T21:17:19.040Z 长鑫存储冲击万亿存储市场，秘密供应链规避美国管制 https://www.nashnova.com/zh/feed/special/tsmc-partners-with-asml-and-imec-to-advance-2d-chip-mass-production-6103 NashNova zh-cn 2026-07-09T20:13:01.952Z 台积电联手ASML和Imec推进2D芯片量产 https://www.nashnova.com/zh/feed/special/new-version-of-u-s-crypto-regulatory-bill-could-come-as-early-as-next-week-6102 NashNova zh-cn 2026-07-09T19:42:06.260Z 美国加密监管法案新版本最快下周出炉 https://www.nashnova.com/zh/feed/special/fed-officially-announces-leaders-of-five-external-task-forces-6101 NashNova zh-cn 2026-07-09T19:38:31.104Z 美联储五大外部任务组领导名单正式公布 https://www.nashnova.com/zh/feed/special/gold-drops-over-13-percent-in-q2-worst-quarter-since-2013-6100 NashNova zh-cn 2026-07-09T19:37:18.540Z 黄金Q2跌逾13%，创2013年来最差季度 https://www.nashnova.com/zh/feed/special/carlyle-sells-data-center-power-platform-for-2-6-billion-achieving-5x-return-6099 NashNova zh-cn 2026-07-09T19:19:02.393Z 凯雷26亿美元出售数据中心电力平台，五倍回报 https://www.nashnova.com/zh/feed/special/rising-u-s-iran-negotiation-expectations-send-crude-oil-futures-down-over-2-6098 NashNova zh-cn 2026-07-09T19:17:31.880Z 美伊谈判预期升温，原油期货跌逾2% https://www.nashnova.com/zh/feed/special/s-and-p-500-quietly-approaches-all-time-high-6097 NashNova zh-cn 2026-07-09T19:16:44.020Z 标普500悄然逼近历史高点 https://www.nashnova.com/zh/feed/special/bank-of-england-chief-economist-interest-rates-need-to-rise-6096 NashNova zh-cn 2026-07-09T19:06:48.433Z 英国央行首席经济学家：利率需要上升 https://www.nashnova.com/zh/feed/special/war-driven-inflation-fears-fail-to-shake-treasury-yield-expectations-6095 NashNova zh-cn 2026-07-09T19:02:34.550Z 战争通胀忧虑难撼美债收益率预期 https://www.nashnova.com/zh/feed/special/anthropic-introduces-usage-based-pricing-for-claude-fable-5-6094 NashNova zh-cn 2026-07-09T18:42:23.118Z Anthropic对Claude Fable 5实施按量计费 https://www.nashnova.com/zh/feed/special/bitcoin-etfs-and-private-credit-face-simultaneous-redemption-pressure-6093 NashNova zh-cn 2026-07-09T18:22:17.201Z 比特币ETF与私募信贷同步遭遇赎回压力 https://www.nashnova.com/zh/feed/special/ai-budget-expansion-squeezes-traditional-saas-market-share-6092 NashNova zh-cn 2026-07-09T17:47:17.665Z AI预算扩张挤压传统SaaS份额 https://www.nashnova.com/zh/feed/special/u-s-30-year-treasury-auction-halts-selloff-as-foreign-demand-hits-second-highest-6091 NashNova zh-cn 2026-07-09T17:42:10.641Z 美30年期国债拍卖止跌，外资需求创历史次高 https://www.nashnova.com/zh/feed/special/palo-alto-ceo-ai-pricing-needs-to-drop-another-90-percent-6090 NashNova zh-cn 2026-07-09T17:21:59.972Z Palo Alto CEO：AI定价需再降90% https://www.nashnova.com/zh/feed/special/goldman-sachs-hedge-funds-rotate-heavily-into-energy-and-medical-devices-6089 NashNova zh-cn 2026-07-09T17:07:25.303Z 高盛：对冲基金大举轮入能源与医疗设备 https://www.nashnova.com/zh/feed/special/cftc-moves-to-block-cmes-24-7-crude-oil-futures-self-certification-filing-6088 NashNova zh-cn 2026-07-09T16:52:55.875Z CFTC拟叫停CME原油期货24/7自我认证申请 https://www.nashnova.com/zh/feed/special/polands-central-bank-buys-82-tons-of-gold-this-year-targeting-700-ton-reserve-6087 NashNova zh-cn 2026-07-09T16:51:56.389Z 波兰央行年内购金82吨，剑指700吨储备目标 https://www.nashnova.com/zh/feed/special/annual-pce-revision-may-lower-core-inflation-giving-waller-room-to-stand-pat-6086 NashNova zh-cn 2026-07-09T16:29:15.621Z PCE年度修订或下调核心通胀，为沃什按兵不动提供空间 https://www.nashnova.com/zh/feed/special/wells-fargo-nvidias-h200-sales-to-china-are-limited-in-scale-6085 NashNova zh-cn 2026-07-09T16:28:09.926Z 富国银行：英伟达对华H200销售规模有限 https://www.nashnova.com/zh/feed/special/minimax-plans-to-raise-1-9-billion-through-share-placement-and-convertible-bonds-6084 NashNova zh-cn 2026-07-09T16:27:04.008Z MiniMax拟发股票及可转债融资19亿美元 https://www.nashnova.com/zh/feed/special/micron-surges-over-7-percent-as-ai-memory-long-term-contract-collateral-6083 NashNova zh-cn 2026-07-09T16:13:49.614Z 美光涨超7%，AI内存长协抵押品结构首次曝光 https://www.nashnova.com/zh/feed/special/behind-the-weak-won-capital-flow-misalignment-outweighs-trade-surplus-6082 NashNova zh-cn 2026-07-09T16:12:23.379Z 韩元弱势背后：资金流错位压过贸易顺差 https://www.nashnova.com/zh/feed/special/ubs-raises-european-equity-target-to-690-signaling-8-percent-upside-6081 NashNova zh-cn 2026-07-09T15:57:02.739Z 瑞银上调欧股目标至690点，预示8%涨幅 https://www.nashnova.com/zh/feed/special/u-s-stock-leverage-demand-remains-elevated-financing-pressure-may-surge-again-at-6080 NashNova zh-cn 2026-07-09T15:47:33.316Z 美股杠杆需求高企，融资压力或在季末再度激增 https://www.nashnova.com/zh/feed/special/alibaba-has-cumulatively-invested-about-7-6-billion-yuan-in-cxmt-6079 NashNova zh-cn 2026-07-09T15:36:55.829Z 阿里巴巴累计投资长鑫科技约76亿元 https://www.nashnova.com/zh/feed/special/khamenei-buried-as-u-s-iran-mutual-strikes-push-ceasefire-agreement-to-brink-of-6078 NashNova zh-cn 2026-07-09T15:32:12.726Z 哈梅内伊下葬，美伊互袭停火协议濒临破裂 https://www.nashnova.com/zh/feed/special/bofa-picks-chevron-goldman-eyes-crack-spreads-6077 NashNova zh-cn 2026-07-09T15:27:24.168Z 美银荐雪佛龙，高盛盯裂解价差 https://www.nashnova.com/zh/feed/special/u-s-iran-tensions-escalate-as-iran-rushes-to-ship-out-11-million-barrels-of-6076 NashNova zh-cn 2026-07-09T15:16:57.690Z 美伊紧张升级，伊朗24小时紧急运出1100万桶原油 https://www.nashnova.com/zh/feed/special/ai-momentum-volatility-surges-to-6-year-high-sharply-diverging-from-s-and-p-500-6075 NashNova zh-cn 2026-07-09T14:57:59.142Z AI动量波动率飙至6年高点，与标普500严重背离 https://www.nashnova.com/zh/feed/special/amd-partners-with-5c-to-build-gigawatt-scale-ai-campus-6074 NashNova zh-cn 2026-07-09T14:57:07.734Z AMD与5C合作构建吉瓦级AI园区 https://www.nashnova.com/zh/feed/special/morgan-stanley-predicts-global-m-and-a-volume-to-reach-6-4-trillion-in-2026-6073 NashNova zh-cn 2026-07-09T14:52:13.136Z 大摩预测2026年全球并购规模达6.4万亿美元，超越2021年峰值 https://www.nashnova.com/zh/feed/special/newspaper-group-seeks-sanctions-against-openai-accused-of-concealing-copyright-6072 NashNova zh-cn 2026-07-09T14:32:00.222Z 报纸集团申请制裁OpenAI：指控其隐瞒版权搜索能力 https://www.nashnova.com/zh/feed/special/ny-fed-president-ai-demand-is-the-top-inflation-concern-right-now-6071 NashNova zh-cn 2026-07-09T14:27:49.898Z 纽约联储主席：AI需求是当前通胀首要关注点 https://www.nashnova.com/zh/feed/special/openais-latest-model-achieves-54-percent-token-efficiency-gain-in-agentic-coding-6070 NashNova zh-cn 2026-07-09T14:27:00.172Z OpenAI最新模型智能体编程token效率提升54% https://www.nashnova.com/zh/feed/special/meta-launches-first-paid-ai-model-muse-spark-1-1-entering-the-coding-market-6069 NashNova zh-cn 2026-07-09T14:18:56.314Z Meta首推付费AI模型Muse Spark 1.1进军编程市场 https://www.nashnova.com/zh/feed/special/u-s-june-existing-home-sales-unexpectedly-decline-as-home-prices-hit-record-high-6068 NashNova zh-cn 2026-07-09T14:17:38.248Z 美国6月成屋销售意外下滑，房价创历史新高 https://www.nashnova.com/zh/feed/special/startup-squeezes-27-billion-parameter-model-into-iphone-apple-already-in-talks-6067 NashNova zh-cn 2026-07-09T14:02:26.675Z 初创公司将270亿参数模型塞进iPhone，苹果已与其会谈 https://www.nashnova.com/zh/feed/special/u-s-chip-stocks-rally-broadly-applied-materials-surges-nearly-10-percent-6066 NashNova zh-cn 2026-07-09T13:52:37.098Z 美股芯片股普涨，应用材料涨近10% https://www.nashnova.com/zh/feed/special/inp-supply-demand-gap-exceeds-70-percent-critical-shortage-of-key-optical-module-6065 NashNova zh-cn 2026-07-09T13:43:18.679Z 磷化铟供需缺口超70%，光模块关键材料告急 https://www.nashnova.com/zh/feed/special/hedgeye-initiates-short-rating-on-apple-sees-23-percent-downside-6064 NashNova zh-cn 2026-07-09T13:37:08.293Z Hedgeye新增苹果做空评级，看跌23% https://www.nashnova.com/zh/feed/special/barclays-bets-on-earnings-as-wall-street-warns-of-an-earnings-bubble-6063 NashNova zh-cn 2026-07-09T13:27:34.421Z 巴克莱押注盈利，华尔街警报"盈利泡沫" https://www.nashnova.com/zh/feed/special/apollos-35-billion-ai-chip-private-debt-deal-begins-trading-6062 NashNova zh-cn 2026-07-09T13:24:13.439Z Apollo 350亿美元AI芯片私募债启动交易 https://www.nashnova.com/zh/feed/special/apollo-warns-slowing-ai-returns-could-trigger-cascading-market-risks-6061 NashNova zh-cn 2026-07-09T13:23:08.016Z Apollo警告：AI回报放缓或引发市场连锁风险 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https://www.nashnova.com/zh/feed/special/cerebras-plans-multi-billion-dollar-european-compute-expansion-targeting-200mw-6055 NashNova zh-cn 2026-07-09T12:48:27.534Z Cerebras拟数十亿美元布局欧洲算力，2027年目标200兆瓦 https://www.nashnova.com/zh/feed/special/u-s-initial-jobless-claims-drop-to-215k-labor-market-remains-stable-6054 NashNova zh-cn 2026-07-09T12:47:26.844Z 美国初请失业金降至21.5万，就业市场维持稳定 https://www.nashnova.com/zh/feed/special/wall-street-ratings-roundup-thursday-nvidia-tesla-salesforce-and-more-6053 NashNova zh-cn 2026-07-09T12:43:26.679Z 华尔街周四评级汇总：英伟达、特斯拉、Salesforce等 https://www.nashnova.com/zh/feed/special/micron-plans-to-invest-up-to-3-billion-to-strengthen-u-s-chip-supply-chain-6052 NashNova zh-cn 2026-07-09T12:41:46.334Z 美光拟投资最高30亿美元强化美国芯片供应链 https://www.nashnova.com/zh/feed/special/william-blair-amds-valuation-premium-is-too-high-cpu-market-share-growth-set-to-6051 NashNova zh-cn 2026-07-09T12:37:25.815Z 威廉布莱尔：AMD估值溢价过高，CPU份额增长将趋难 https://www.nashnova.com/zh/feed/special/u-s-plans-to-lift-steering-wheel-requirement-for-self-driving-cars-6050 NashNova zh-cn 2026-07-09T12:32:02.697Z 美国拟放开无人驾驶车方向盘要求 https://www.nashnova.com/zh/feed/special/sk-hynix-eyes-nasdaq-listing-wall-street-underwriting-fees-expected-to-exceed-6049 NashNova zh-cn 2026-07-09T12:27:18.025Z SK海力士纳斯达克上市，华尔街承销费料超1.4亿美元 https://www.nashnova.com/zh/feed/special/ecb-june-meeting-energy-shock-too-significant-to-ignore-unanimous-rate-hike-to-2-6048 NashNova zh-cn 2026-07-09T12:22:11.801Z 欧洲央行6月会议：无法忽视能源冲击，一致加息至2.25% https://www.nashnova.com/zh/feed/special/microsoft-and-google-race-to-buy-nuclear-power-as-smrs-become-wall-streets-new-6047 NashNova zh-cn 2026-07-09T12:19:21.283Z 微软谷歌抢购核电，SMR成华尔街新押注 https://www.nashnova.com/zh/feed/special/minimax-18-percent-6046 NashNova zh-cn 2026-07-09T12:17:44.945Z MiniMax解禁日股价跌超18%，护盘承诺难挡抛压 https://www.nashnova.com/zh/feed/special/ionis-19-percent-alnylam-17-percent-6045 NashNova zh-cn 2026-07-09T12:03:07.949Z 美股盘前：Ionis跌19%，Alnylam涨17% https://www.nashnova.com/zh/feed/special/6-cpi-6044 NashNova zh-cn 2026-07-09T12:01:59.410Z 酒店房价飙升或推高美国6月CPI服务通胀 https://www.nashnova.com/zh/feed/special/keybanc-salesforce-agentforce-6043 NashNova zh-cn 2026-07-09T11:52:01.847Z KeyBanc下调Salesforce评级，Agentforce客户反馈疲弱 https://www.nashnova.com/zh/feed/special/palantir-6042 NashNova zh-cn 2026-07-09T11:47:03.685Z Palantir就伦敦警察合同被拒诉诸高等法院 https://www.nashnova.com/zh/feed/special/6041 NashNova zh-cn 2026-07-09T11:37:34.687Z 芯片股与软件股轮动逆转，相关性首次转负 https://www.nashnova.com/zh-hant/feed/special/huawei-china-mobile-and-baidu-co-found-npo-optical-interconnect-standards-6140 NashNova zh-tw 2026-07-10T04:32:42.019Z 華為聯合中國移動百度發起NPO光互聯標準組織 https://www.nashnova.com/zh-hant/feed/special/bofa-raises-samsung-electronics-price-target-to-krw-550-000-forecasting-krw-50-6-6139 NashNova zh-tw 2026-07-10T04:22:38.219Z 美銀上調三星電子目標價至55萬韓元，2027年利潤預測506萬億韓元 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-upgrades-lenovo-to-overweight-raises-target-price-to-hk-30-6138 NashNova zh-tw 2026-07-10T04:18:53.297Z 大摩上調聯想評級至增持，目標價升至30港元 https://www.nashnova.com/zh-hant/feed/special/micron-raises-u-s-investment-target-to-250-billion-by-2035-6137 NashNova zh-tw 2026-07-10T04:17:07.216Z 美光2035年美國投資額升至2500億美元 https://www.nashnova.com/zh-hant/feed/special/openai-and-google-sold-ai-services-to-u-s-blacklisted-chinese-companies-6136 NashNova zh-tw 2026-07-10T04:15:55.643Z OpenAI和谷歌向美國黑名單中企出售AI服務 https://www.nashnova.com/zh-hant/feed/special/nhs-hospitals-admit-significant-errors-in-palantir-contract-data-6135 NashNova zh-tw 2026-07-10T04:14:38.189Z NHS醫院承認Palantir合約數據存在大量錯誤 https://www.nashnova.com/zh-hant/feed/special/hsbc-markets-hang-seng-banks-problem-loans-to-investors-6134 NashNova zh-tw 2026-07-10T04:13:23.142Z 匯豐向投資者兜售恒生銀行問題貸款 https://www.nashnova.com/zh-hant/feed/special/ft-sk-hynixs-massive-rights-issue-reflects-overheated-market-6133 NashNova zh-tw 2026-07-10T04:12:17.230Z FT：SK海力士巨額配股折射市場過熱 https://www.nashnova.com/zh-hant/feed/special/jgb-yields-approach-30-year-highs-as-socgen-warns-of-global-valuation-shock-6132 NashNova zh-tw 2026-07-10T03:52:37.208Z 日債收益率逼近三十年高位，法興警告衝擊全球估值 https://www.nashnova.com/zh-hant/feed/special/minimax-ceo-forgoes-salary-and-gives-up-5-percent-stake-6131 NashNova zh-tw 2026-07-10T03:37:02.031Z MiniMax CEO放棄薪酬並出讓5%股份 https://www.nashnova.com/zh-hant/feed/special/hbm4-prices-could-double-by-2027-as-ai-demand-locks-up-half-of-dram-capacity-6130 NashNova zh-tw 2026-07-10T03:17:46.896Z HBM4價格2027年或翻倍，AI需求鎖定半數DRAM產能 https://www.nashnova.com/zh-hant/feed/special/globalwafers-signs-10-year-supply-agreement-with-micron-backed-by-500-million-6129 NashNova zh-tw 2026-07-10T03:16:32.106Z 環球晶圓與美光簽十年供貨協議，附5億美元戰略資金 https://www.nashnova.com/zh-hant/feed/special/eu-tariffs-push-chinese-automakers-toward-local-production-in-europe-6128 NashNova zh-tw 2026-07-10T03:15:16.115Z 歐盟關稅倒逼中國車企轉向歐洲本地生產 https://www.nashnova.com/zh-hant/feed/special/india-eliminates-tariffs-on-electronics-and-battery-components-benefiting-apple-6127 NashNova zh-tw 2026-07-10T03:14:02.924Z 印度取消電子及電池組件關稅，蘋果富士康受益 https://www.nashnova.com/zh-hant/feed/special/india-approves-dixon-vivo-joint-venture-factory-marking-breakthrough-for-chinese-6126 NashNova zh-tw 2026-07-10T03:13:00.302Z 印度批准Dixon與Vivo合資建廠，中資入局獲突破 https://www.nashnova.com/zh-hant/feed/special/openai-launches-chatgpt-work-to-enter-enterprise-ai-agent-market-6125 NashNova zh-tw 2026-07-10T03:11:59.606Z OpenAI推出ChatGPT Work進軍企業AI Agent市場 https://www.nashnova.com/zh-hant/feed/special/multiple-institutions-katayamas-remarks-may-trigger-triple-rally-in-japanese-6124 NashNova zh-tw 2026-07-10T03:03:10.495Z 多家機構：片山表態或引發日本資產三重上漲 https://www.nashnova.com/zh-hant/feed/special/tencent-leads-unwinding-of-metas-2-billion-manus-acquisition-6123 NashNova zh-tw 2026-07-10T02:57:10.925Z 騰訊主導拆解Meta 20億美元Manus收購案 https://www.nashnova.com/zh-hant/feed/special/sse-composite-up-0-52-percent-innovative-pharma-and-ai-applications-lead-gains-6122 NashNova zh-tw 2026-07-10T02:37:14.984Z 滬指漲0.52%，創新藥、AI應用領漲，恒科指漲近2% https://www.nashnova.com/zh-hant/feed/special/copper-prices-rise-for-second-consecutive-week-as-market-downplays-iran-conflict-6121 NashNova zh-tw 2026-07-10T02:26:48.909Z 銅價連續兩週上漲，市場淡化伊朗衝突影響 https://www.nashnova.com/zh-hant/feed/special/deutsche-bank-usd-risk-profile-shifting-toward-tech-like-high-volatility-asset-6120 NashNova zh-tw 2026-07-10T02:22:31.409Z 德銀：美元風險特徵正向科技高波動資產轉變 https://www.nashnova.com/zh-hant/feed/special/japan-government-bond-yields-drop-sharply-by-10-basis-points-6119 NashNova zh-tw 2026-07-10T01:51:57.601Z 日本國債收益率大幅下行10個基點 https://www.nashnova.com/zh-hant/feed/special/asia-pacific-stocks-rally-broadly-koreas-kospi-surges-over-2-percent-nikkei-6118 NashNova zh-tw 2026-07-10T01:42:38.637Z 亞太股市普漲，韓國KOSPI漲超2%，日經漲2% https://www.nashnova.com/zh-hant/feed/special/largans-variable-aperture-ramps-up-in-q3-cpo-samples-to-be-shipped-this-month-6117 NashNova zh-tw 2026-07-10T01:15:11.676Z 大立光可變光圈Q3放量，CPO樣品本月送出 https://www.nashnova.com/zh-hant/feed/special/lg-energy-solution-converts-idle-ev-lines-to-energy-storage-targeting-ai-data-6116 NashNova zh-tw 2026-07-10T01:13:54.281Z LG新能源閒置EV產線轉產儲能，瞄準AI數據中心需求 https://www.nashnova.com/zh-hant/feed/special/zhipu-ais-free-float-remains-just-8-percent-after-fundraising-low-float-risk-6115 NashNova zh-tw 2026-07-10T01:02:24.845Z 智譜AI募資後流通量仍僅8%，低流通風險持續 https://www.nashnova.com/zh-hant/feed/special/citic-securities-june-ppi-yoy-may-have-peaked-profit-under-pressure-in-h2-6114 NashNova zh-tw 2026-07-10T00:42:29.997Z 中信證券：6月PPI同比或已觸頂，下半年利潤承壓 https://www.nashnova.com/zh-hant/feed/special/japans-june-ppi-rises-7-1-percent-yoy-fastest-pace-since-early-2023-6113 NashNova zh-tw 2026-07-10T00:17:04.970Z 日本6月PPI同比漲7.1%，創2023年初以來最快 https://www.nashnova.com/zh-hant/feed/special/away-from-musk-etf-files-for-listing-6112 NashNova zh-tw 2026-07-10T00:07:11.499Z 「遠離馬斯克」ETF申請上市 https://www.nashnova.com/zh-hant/feed/special/jpmorgan-the-key-question-in-ai-investment-has-shifted-from-whether-to-invest-to-6111 NashNova zh-tw 2026-07-09T23:47:17.539Z 摩根大通：AI投資關鍵已從「投不投」轉向「怎麼投」 https://www.nashnova.com/zh-hant/feed/special/chinas-hidden-debt-cleanup-nears-completion-fiscal-focus-may-shift-toward-growth-6110 NashNova zh-tw 2026-07-09T23:28:28.866Z 中國隱性債務清理近尾聲，財政重心或轉向增長 https://www.nashnova.com/zh-hant/feed/special/nexchip-lists-in-hong-kong-raising-890m-to-test-chip-stock-demand-6109 NashNova zh-tw 2026-07-09T23:27:00.622Z 晶合集成港股上市，募資8.9億美元測試晶片股需求 https://www.nashnova.com/zh-hant/feed/special/murati-departs-over-chronic-illness-openai-leadership-shaken-again-ahead-of-ipo-6108 NashNova zh-tw 2026-07-09T23:22:10.752Z 西莫因慢性病離職，OpenAI IPO前管理層再生變 https://www.nashnova.com/zh-hant/feed/special/stargate-power-developer-lancium-seeks-minority-stake-sale-6107 NashNova zh-tw 2026-07-09T22:07:00.611Z Stargate電力開發商Lancium尋求出售少數股權 https://www.nashnova.com/zh-hant/feed/special/teslas-per-vehicle-profit-drops-40-percent-gap-with-toyota-narrows-to-under-10-6106 NashNova zh-tw 2026-07-09T21:28:33.058Z 特斯拉單車利潤跌40%，與豐田差距縮至萬元以內 https://www.nashnova.com/zh-hant/feed/special/u-s-terminates-investigation-into-import-tariffs-on-aircraft-and-parts-no-new-6105 NashNova zh-tw 2026-07-09T21:27:16.555Z 美國終止飛機及零部件進口關稅調查，暫不加徵新稅 https://www.nashnova.com/zh-hant/feed/special/cxmt-targets-trillion-dollar-memory-market-with-secret-supply-chain-to-6104 NashNova zh-tw 2026-07-09T21:17:19.040Z 長鑫存儲衝擊萬億存儲市場，秘密供應鏈規避美國管制 https://www.nashnova.com/zh-hant/feed/special/tsmc-partners-with-asml-and-imec-to-advance-2d-chip-mass-production-6103 NashNova zh-tw 2026-07-09T20:13:01.952Z 台積電聯手ASML和Imec推進2D晶片量產 https://www.nashnova.com/zh-hant/feed/special/new-version-of-u-s-crypto-regulatory-bill-could-come-as-early-as-next-week-6102 NashNova zh-tw 2026-07-09T19:42:06.260Z 美國加密監管法案新版本最快下週出爐 https://www.nashnova.com/zh-hant/feed/special/fed-officially-announces-leaders-of-five-external-task-forces-6101 NashNova zh-tw 2026-07-09T19:38:31.104Z 美聯儲五大外部任務組領導名單正式公布 https://www.nashnova.com/zh-hant/feed/special/gold-drops-over-13-percent-in-q2-worst-quarter-since-2013-6100 NashNova zh-tw 2026-07-09T19:37:18.540Z 黃金Q2跌逾13%，創2013年來最差季度 https://www.nashnova.com/zh-hant/feed/special/carlyle-sells-data-center-power-platform-for-2-6-billion-achieving-5x-return-6099 NashNova zh-tw 2026-07-09T19:19:02.393Z 凱雷26億美元出售數據中心電力平台，五倍回報 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2026-07-09T18:22:17.201Z 比特幣ETF與私募信貸同步遭遇贖回壓力 https://www.nashnova.com/zh-hant/feed/special/ai-budget-expansion-squeezes-traditional-saas-market-share-6092 NashNova zh-tw 2026-07-09T17:47:17.665Z AI預算擴張擠壓傳統SaaS份額 https://www.nashnova.com/zh-hant/feed/special/u-s-30-year-treasury-auction-halts-selloff-as-foreign-demand-hits-second-highest-6091 NashNova zh-tw 2026-07-09T17:42:10.641Z 美30年期國債拍賣止跌，外資需求創歷史次高 https://www.nashnova.com/zh-hant/feed/special/palo-alto-ceo-ai-pricing-needs-to-drop-another-90-percent-6090 NashNova zh-tw 2026-07-09T17:21:59.972Z Palo Alto CEO：AI定價需再降90% https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-hedge-funds-rotate-heavily-into-energy-and-medical-devices-6089 NashNova zh-tw 2026-07-09T17:07:25.303Z 高盛：對沖基金大舉輪入能源與醫療設備 https://www.nashnova.com/zh-hant/feed/special/cftc-moves-to-block-cmes-24-7-crude-oil-futures-self-certification-filing-6088 NashNova zh-tw 2026-07-09T16:52:55.875Z CFTC擬叫停CME原油期貨24/7自我認證申請 https://www.nashnova.com/zh-hant/feed/special/polands-central-bank-buys-82-tons-of-gold-this-year-targeting-700-ton-reserve-6087 NashNova zh-tw 2026-07-09T16:51:56.389Z 波蘭央行年內購金82噸，劍指700噸儲備目標 https://www.nashnova.com/zh-hant/feed/special/annual-pce-revision-may-lower-core-inflation-giving-waller-room-to-stand-pat-6086 NashNova zh-tw 2026-07-09T16:29:15.621Z PCE年度修訂或下調核心通膨，為沃什按兵不動提供空間 https://www.nashnova.com/zh-hant/feed/special/wells-fargo-nvidias-h200-sales-to-china-are-limited-in-scale-6085 NashNova zh-tw 2026-07-09T16:28:09.926Z 富國銀行：輝達對華H200銷售規模有限 https://www.nashnova.com/zh-hant/feed/special/minimax-plans-to-raise-1-9-billion-through-share-placement-and-convertible-bonds-6084 NashNova zh-tw 2026-07-09T16:27:04.008Z MiniMax擬發股票及可轉債融資19億美元 https://www.nashnova.com/zh-hant/feed/special/micron-surges-over-7-percent-as-ai-memory-long-term-contract-collateral-6083 NashNova zh-tw 2026-07-09T16:13:49.614Z 美光漲超7%，AI記憶體長約抵押品結構首次曝光 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https://www.nashnova.com/zh-hant/feed/special/bofa-picks-chevron-goldman-eyes-crack-spreads-6077 NashNova zh-tw 2026-07-09T15:27:24.168Z 美銀薦雪佛龍，高盛盯裂解價差 https://www.nashnova.com/zh-hant/feed/special/u-s-iran-tensions-escalate-as-iran-rushes-to-ship-out-11-million-barrels-of-6076 NashNova zh-tw 2026-07-09T15:16:57.690Z 美伊緊張升級，伊朗24小時緊急運出1100萬桶原油 https://www.nashnova.com/zh-hant/feed/special/ai-momentum-volatility-surges-to-6-year-high-sharply-diverging-from-s-and-p-500-6075 NashNova zh-tw 2026-07-09T14:57:59.142Z AI動量波動率飆至6年高點，與標普500嚴重背離 https://www.nashnova.com/zh-hant/feed/special/amd-partners-with-5c-to-build-gigawatt-scale-ai-campus-6074 NashNova zh-tw 2026-07-09T14:57:07.734Z AMD與5C合作構建吉瓦級AI園區 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-predicts-global-m-and-a-volume-to-reach-6-4-trillion-in-2026-6073 NashNova zh-tw 2026-07-09T14:52:13.136Z 大摩預測2026年全球併購規模達6.4萬億美元，超越2021年峰值 https://www.nashnova.com/zh-hant/feed/special/newspaper-group-seeks-sanctions-against-openai-accused-of-concealing-copyright-6072 NashNova zh-tw 2026-07-09T14:32:00.222Z 報紙集團申請制裁OpenAI：指控其隱瞞版權搜索能力 https://www.nashnova.com/zh-hant/feed/special/ny-fed-president-ai-demand-is-the-top-inflation-concern-right-now-6071 NashNova zh-tw 2026-07-09T14:27:49.898Z 紐約聯儲主席：AI需求是當前通膨首要關注點 https://www.nashnova.com/zh-hant/feed/special/openais-latest-model-achieves-54-percent-token-efficiency-gain-in-agentic-coding-6070 NashNova zh-tw 2026-07-09T14:27:00.172Z OpenAI最新模型智能體編程token效率提升54% https://www.nashnova.com/zh-hant/feed/special/meta-launches-first-paid-ai-model-muse-spark-1-1-entering-the-coding-market-6069 NashNova zh-tw 2026-07-09T14:18:56.314Z Meta首推付費AI模型Muse Spark 1.1進軍編程市場 https://www.nashnova.com/zh-hant/feed/special/u-s-june-existing-home-sales-unexpectedly-decline-as-home-prices-hit-record-high-6068 NashNova zh-tw 2026-07-09T14:17:38.248Z 美國6月成屋銷售意外下滑，房價創歷史新高 https://www.nashnova.com/zh-hant/feed/special/startup-squeezes-27-billion-parameter-model-into-iphone-apple-already-in-talks-6067 NashNova zh-tw 2026-07-09T14:02:26.675Z 初創公司將270億參數模型塞進iPhone，蘋果已與其會談 https://www.nashnova.com/zh-hant/feed/special/u-s-chip-stocks-rally-broadly-applied-materials-surges-nearly-10-percent-6066 NashNova zh-tw 2026-07-09T13:52:37.098Z 美股晶片股普漲，應用材料漲近10% https://www.nashnova.com/zh-hant/feed/special/inp-supply-demand-gap-exceeds-70-percent-critical-shortage-of-key-optical-module-6065 NashNova zh-tw 2026-07-09T13:43:18.679Z 磷化銦供需缺口超70%，光模組關鍵材料告急 https://www.nashnova.com/zh-hant/feed/special/hedgeye-initiates-short-rating-on-apple-sees-23-percent-downside-6064 NashNova zh-tw 2026-07-09T13:37:08.293Z Hedgeye新增蘋果做空評級，看跌23% https://www.nashnova.com/zh-hant/feed/special/barclays-bets-on-earnings-as-wall-street-warns-of-an-earnings-bubble-6063 NashNova zh-tw 2026-07-09T13:27:34.421Z 巴克萊押注盈利，華爾街警報「盈利泡沫」 https://www.nashnova.com/zh-hant/feed/special/apollos-35-billion-ai-chip-private-debt-deal-begins-trading-6062 NashNova zh-tw 2026-07-09T13:24:13.439Z Apollo 350億美元AI晶片私募債啟動交易 https://www.nashnova.com/zh-hant/feed/special/apollo-warns-slowing-ai-returns-could-trigger-cascading-market-risks-6061 NashNova zh-tw 2026-07-09T13:23:08.016Z Apollo警告：AI回報放緩或引發市場連鎖風險 https://www.nashnova.com/zh-hant/feed/special/sk-hynix-adr-priced-at-149-a-3-1-percent-premium-over-korea-closing-price-6060 NashNova zh-tw 2026-07-09T13:22:00.868Z SK海力士ADR定價149美元，溢價韓國收盤價3.1% https://www.nashnova.com/zh-hant/feed/special/us-ai-valuations-hit-extremes-as-top-fund-managers-pivot-to-china-tech-and-6059 NashNova zh-tw 2026-07-09T13:08:17.208Z 美股AI估值創極值，頂級基金經理轉向中國科技與能源 https://www.nashnova.com/zh-hant/feed/special/u-s-30-year-treasury-yield-hits-7-week-high-on-8-day-winning-streak-6058 NashNova zh-tw 2026-07-09T13:06:52.475Z 美國30年期國債收益率觸7週高位，連漲8日 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https://www.nashnova.com/zh-hant/feed/special/micron-plans-to-invest-up-to-3-billion-to-strengthen-u-s-chip-supply-chain-6052 NashNova zh-tw 2026-07-09T12:41:46.334Z 美光擬投資最高30億美元強化美國晶片供應鏈 https://www.nashnova.com/zh-hant/feed/special/william-blair-amds-valuation-premium-is-too-high-cpu-market-share-growth-set-to-6051 NashNova zh-tw 2026-07-09T12:37:25.815Z 威廉布萊爾：AMD估值溢價過高，CPU份額增長將趨難 https://www.nashnova.com/zh-hant/feed/special/u-s-plans-to-lift-steering-wheel-requirement-for-self-driving-cars-6050 NashNova zh-tw 2026-07-09T12:32:02.697Z 美國擬放開無人駕駛車方向盤要求 https://www.nashnova.com/zh-hant/feed/special/sk-hynix-eyes-nasdaq-listing-wall-street-underwriting-fees-expected-to-exceed-6049 NashNova zh-tw 2026-07-09T12:27:18.025Z SK海力士納斯達克上市，華爾街承銷費料超1.4億美元 https://www.nashnova.com/zh-hant/feed/special/ecb-june-meeting-energy-shock-too-significant-to-ignore-unanimous-rate-hike-to-2-6048 NashNova zh-tw 2026-07-09T12:22:11.801Z 歐洲央行6月會議：無法忽視能源衝擊，一致加息至2.25% 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