https://www.nashnova.com/feed/special/goldman-sachs-recommends-23-under-the-radar-defensive-stocks-as-big-tech-15401 nashnova en 2026-10-19T10:19:50.083Z Goldman Sachs Recommends 23 Under-the-Radar Defensive Stocks as Big Tech Alternatives https://www.nashnova.com/feed/special/chinas-first-batch-of-active-etfs-approved-18-institutions-to-launch-offerings-15400 nashnova en 2026-10-19T10:18:35.845Z China's First Batch of Active ETFs Approved, 18 Institutions to Launch Offerings on Friday https://www.nashnova.com/feed/special/jpmorgan-alibaba-and-others-set-to-join-dongshan-precisions-hong-kong-ipo-as-15399 nashnova en 2026-10-19T09:58:45.067Z JPMorgan, Alibaba and Others Set to Join Dongshan Precision's Hong Kong IPO as Cornerstone Investors https://www.nashnova.com/feed/special/ai-servers-drive-pcb-supply-chain-volume-and-price-surge-shengyis-q3-net-profit-15398 nashnova en 2026-10-19T09:45:14.211Z AI Servers Drive PCB Supply Chain Volume and Price Surge; Shengyi's Q3 Net Profit Guidance Beats Expectations by 65% https://www.nashnova.com/feed/special/jpmorgan-deposit-token-lands-on-ethereum-as-wall-street-accelerates-rwa-15397 nashnova en 2026-10-19T09:43:54.367Z JPMorgan Deposit Token Lands on Ethereum as Wall Street Accelerates RWA Settlement Push https://www.nashnova.com/feed/special/morgan-stanleys-wilson-u-s-stock-correction-nearing-end-advises-investors-to-15396 nashnova en 2026-10-19T09:39:24.392Z Morgan Stanley's Wilson: U.S. Stock Correction Nearing End, Advises Investors to Prepare to Add Positions https://www.nashnova.com/feed/special/chinas-central-bank-plans-to-replace-7-day-rate-with-overnight-rate-as-key-15395 nashnova en 2026-10-19T09:38:19.215Z China's Central Bank Plans to Replace 7-Day Rate with Overnight Rate as Key Policy Benchmark https://www.nashnova.com/feed/special/jio-ipo-anchor-investor-tranche-oversubscribed-by-approximately-30-times-15394 nashnova en 2026-10-19T09:23:09.938Z Jio IPO Anchor Investor Tranche Oversubscribed by Approximately 30 Times https://www.nashnova.com/feed/special/microsoft-maia-300-first-to-adopt-tsmc-2nm-shipments-may-fall-below-one-million-15393 nashnova en 2026-10-19T09:18:59.014Z Microsoft Maia 300 First to Adopt TSMC 2nm, Shipments May Fall Below One Million https://www.nashnova.com/feed/special/nomura-europe-japan-roadshow-china-crdmo-and-biotech-competitiveness-endorsed-by-15392 nashnova en 2026-10-19T09:15:00.453Z Nomura Europe/Japan Roadshow: China CRDMO and Biotech Competitiveness Endorsed by Institutional Investors https://www.nashnova.com/feed/special/amazons-ai-infrastructure-spending-hits-220-billion-this-year-free-cash-flow-15391 nashnova en 2026-10-19T09:13:32.735Z Amazon's AI Infrastructure Spending Hits $220 Billion This Year, Free Cash Flow Turns Negative https://www.nashnova.com/feed/special/german-industry-has-lost-nearly-500-000-jobs-since-2019-15390 nashnova en 2026-10-19T08:43:12.836Z German Industry Has Lost Nearly 500,000 Jobs Since 2019 https://www.nashnova.com/feed/special/pboc-to-launch-liquidity-support-tool-for-large-redemptions-by-non-bank-15389 nashnova en 2026-10-19T08:33:13.743Z PBOC to Launch Liquidity Support Tool for Large Redemptions by Non-Bank Institutions https://www.nashnova.com/feed/special/south-koreas-national-pension-fund-holdings-shrink-by-182-trillion-won-in-a-15388 nashnova en 2026-10-19T08:30:18.243Z South Korea's National Pension Fund Holdings Shrink by 182 Trillion Won in a Single Quarter, with Chip Giants Contributing 70% of the Decline https://www.nashnova.com/feed/special/goldman-sachs-significantly-raises-server-market-tam-upwardly-revising-2027-28-15387 nashnova en 2026-10-19T08:28:56.146Z Goldman Sachs Significantly Raises Server Market TAM, Upwardly Revising 2027/28 Estimates by 31%/45% https://www.nashnova.com/feed/special/fiscal-pressures-in-france-and-germany-highlight-uk-advantage-as-multiple-15386 nashnova en 2026-10-19T08:16:14.395Z Fiscal Pressures in France and Germany Highlight UK Advantage as Multiple Institutions Position Early in Gilts https://www.nashnova.com/feed/special/musk-warns-of-chinas-dram-capacity-surge-by-2028-pricing-power-of-samsung-and-sk-15385 nashnova en 2026-10-19T08:14:49.553Z Musk Warns of China's DRAM Capacity Surge by 2028, Pricing Power of Samsung and SK Hynix Under Pressure https://www.nashnova.com/feed/special/deutsche-bank-china-copper-inventories-drop-to-multi-year-lows-physical-market-15384 nashnova en 2026-10-19T08:13:33.976Z Deutsche Bank: China Copper Inventories Drop to Multi-Year Lows, Physical Market Underpins Copper Prices https://www.nashnova.com/feed/special/european-natural-gas-prices-rise-over-11-percent-in-a-month-as-german-stockpiles-15383 nashnova en 2026-10-19T08:08:04.385Z European Natural Gas Prices Rise Over 11% in a Month as German Stockpiles Run Low https://www.nashnova.com/feed/special/chinas-lpr-held-steady-for-17th-consecutive-month-as-better-than-expected-q3-gdp-15382 nashnova en 2026-10-19T07:28:30.472Z China's LPR Held Steady for 17th Consecutive Month as Better-Than-Expected Q3 GDP Reduces Rate Cut Momentum https://www.nashnova.com/feed/special/citi-chinas-economic-inflection-point-approaching-policy-pressures-may-force-a-15381 nashnova en 2026-10-19T07:04:07.268Z Citi: China's Economic Inflection Point Approaching, Policy Pressures May Force a Pivot by 2027 https://www.nashnova.com/feed/special/meta-q3-earnings-preview-capital-expenditure-and-ai-monetization-under-the-15380 nashnova en 2026-10-19T06:49:10.151Z Meta Q3 Earnings Preview: Capital Expenditure and AI Monetization Under the Spotlight https://www.nashnova.com/feed/special/netflix-q3-earnings-preview-price-hike-dividends-boost-margins-but-revenue-15379 nashnova en 2026-10-19T06:33:40.181Z Netflix Q3 Earnings Preview: Price Hike Dividends Boost Margins, but Revenue Growth Continues to Decelerate https://www.nashnova.com/feed/special/bitcoin-rebounds-to-82-000-as-falling-oil-prices-boost-risk-appetite-15378 nashnova en 2026-10-19T04:48:18.947Z Bitcoin Rebounds to $82,000 as Falling Oil Prices Boost Risk Appetite https://www.nashnova.com/feed/special/zeiss-optics-high-na-euv-ready-for-mass-production-orders-booked-through-2027-15377 nashnova en 2026-10-19T04:25:03.277Z ZEISS Optics: High-NA EUV Ready for Mass Production, Orders Booked Through 2027 https://www.nashnova.com/feed/special/foxconn-and-mitsubishi-electric-establish-ev-joint-venture-targeting-1-trillion-15376 nashnova en 2026-10-19T04:23:44.620Z Foxconn and Mitsubishi Electric Establish EV Joint Venture, Targeting ¥1 Trillion in Sales by 2030 https://www.nashnova.com/feed/special/crypto-vaults-surpass-10-billion-in-scale-as-regulators-eye-high-risk-lending-15375 nashnova en 2026-10-19T04:18:46.773Z Crypto Vaults Surpass $10 Billion in Scale as Regulators Eye High-Risk Lending https://www.nashnova.com/feed/special/bank-of-england-reviews-barclays-misreporting-of-private-credit-exposure-15374 nashnova en 2026-10-19T04:16:54.801Z Bank of England Reviews Barclays' Misreporting of Private Credit Exposure https://www.nashnova.com/feed/special/high-end-cloud-ai-accelerator-shipments-expected-to-reach-25-95-million-units-by-15373 nashnova en 2026-10-19T04:15:36.989Z High-End Cloud AI Accelerator Shipments Expected to Reach 25.95 Million Units by 2027, ASICs Surpass GPUs for the First Time https://www.nashnova.com/feed/special/btig-warns-semiconductor-stock-rally-is-a-chance-to-reduce-positions-downtrend-15372 nashnova en 2026-10-19T04:14:14.334Z BTIG Warns Semiconductor Stock Rally Is a Chance to Reduce Positions, Downtrend May Extend Into 2027 https://www.nashnova.com/feed/special/anthropic-researcher-ai-models-may-learn-to-fake-compliance-15371 nashnova en 2026-10-19T04:13:15.250Z Anthropic Researcher: AI Models May Learn to Fake Compliance https://www.nashnova.com/feed/special/saudi-energy-system-rebuild-to-take-a-decade-global-diesel-shortfall-reaches-3-15370 nashnova en 2026-10-19T04:03:59.855Z Saudi Energy System Rebuild to Take a Decade; Global Diesel Shortfall Reaches 3 Million Barrels/Day https://www.nashnova.com/feed/special/citic-securities-new-cloud-players-short-term-funding-gaps-are-manageable-2028-15369 nashnova en 2026-10-19T03:58:28.631Z CITIC Securities: New Cloud Players' Short-Term Funding Gaps Are Manageable; 2028 Will Be the Real Stress Test https://www.nashnova.com/feed/special/morgan-stanley-most-of-roadster-bom-value-comes-from-spacex-reiterates-15368 nashnova en 2026-10-19T03:28:27.653Z Morgan Stanley: Most of Roadster BOM Value Comes from SpaceX, Reiterates Overweight Rating with $300 Price Target https://www.nashnova.com/feed/special/softening-oil-prices-boost-gold-as-fed-rate-hike-probability-drops-to-16-percent-15367 nashnova en 2026-10-19T03:23:35.581Z Softening Oil Prices Boost Gold as Fed Rate Hike Probability Drops to 16% https://www.nashnova.com/feed/special/china-plans-to-ban-or-restrict-exports-of-ai-and-solar-pv-technologies-15366 nashnova en 2026-10-19T03:20:04.645Z China Plans to Ban or Restrict Exports of AI and Solar PV Technologies https://www.nashnova.com/feed/special/nvidias-jensen-huang-endorses-openclaw-betting-on-robotic-agent-framework-15365 nashnova en 2026-10-19T03:18:47.900Z NVIDIA's Jensen Huang Endorses OpenClaw, Betting on Robotic Agent Framework https://www.nashnova.com/feed/special/japans-pm-sanae-takaichi-denies-pushing-for-weak-yen-and-high-interest-rates-15364 nashnova en 2026-10-19T02:35:32.690Z Japan's PM Sanae Takaichi Denies Pushing for Weak Yen and High Interest Rates https://www.nashnova.com/feed/special/short-interest-structure-analysis-of-china-linked-stocks-xiaomi-shipments-15363 nashnova en 2026-10-19T02:34:25.981Z Short Interest Structure Analysis of China-Linked Stocks: Xiaomi Shipments Decline, Pop Mart Borrow Fee Exceeds 24% https://www.nashnova.com/feed/special/chinas-q3-industrial-capacity-utilization-at-73-1-percent-up-0-1-percentage-15362 nashnova en 2026-10-19T02:33:17.669Z China's Q3 Industrial Capacity Utilization at 73.1%, Up 0.1 Percentage Points QoQ https://www.nashnova.com/feed/special/chinas-fixed-asset-investment-down-7-2-percent-yoy-in-jan-sep-15361 nashnova en 2026-10-19T02:18:23.140Z China's Fixed Asset Investment Down 7.2% YoY in Jan–Sep https://www.nashnova.com/feed/special/catl-and-other-chinese-energy-storage-giants-nearly-fully-withdraw-from-u-s-15360 nashnova en 2026-10-19T02:15:28.070Z CATL and Other Chinese Energy Storage Giants Nearly Fully Withdraw from U.S. Market https://www.nashnova.com/feed/special/hyundai-motor-establishes-rx-team-atlas-humanoid-robot-set-for-mass-production-15359 nashnova en 2026-10-19T02:14:08.165Z Hyundai Motor Establishes RX Team, Atlas Humanoid Robot Set for Mass Production by 2028 https://www.nashnova.com/feed/special/national-real-estate-development-investment-down-20-6-percent-yoy-in-first-three-15358 nashnova en 2026-10-19T02:13:07.137Z National Real Estate Development Investment Down 20.6% YoY in First Three Quarters https://www.nashnova.com/feed/special/chinas-gdp-grows-4-6-percent-yoy-in-first-three-quarters-q3-growth-picks-up-to-4-15357 nashnova en 2026-10-19T02:09:49.530Z China's GDP Grows 4.6% YoY in First Three Quarters, Q3 Growth Picks Up to 4.5% https://www.nashnova.com/feed/special/chinas-industrial-value-added-above-designated-size-grows-5-5-percent-yoy-in-15356 nashnova en 2026-10-19T02:08:31.658Z China's Industrial Value Added Above Designated Size Grows 5.5% YoY in September https://www.nashnova.com/feed/special/chinas-september-retail-sales-rise-1-1-percent-yoy-15355 nashnova en 2026-10-19T02:07:54.385Z China's September Retail Sales Rise 1.1% YoY https://www.nashnova.com/feed/special/gf-securities-post-ocp-summit-semiconductor-pullback-is-a-buying-opportunity-15354 nashnova en 2026-10-19T02:03:38.341Z GF Securities: Post-OCP Summit Semiconductor Pullback Is a Buying Opportunity; Bullish on NVIDIA, Marvell, and CPU Chain https://www.nashnova.com/feed/special/french-unrest-combined-with-russia-ukraine-tensions-sends-euro-to-17-month-low-15353 nashnova en 2026-10-19T01:44:00.262Z French Unrest Combined with Russia-Ukraine Tensions Sends Euro to 17-Month Low https://www.nashnova.com/feed/special/new-home-prices-in-first-tier-cities-continue-to-rise-mom-in-september-declines-15352 nashnova en 2026-10-19T01:37:54.812Z New Home Prices in First-Tier Cities Continue to Rise MoM in September; Declines Narrow in Second- and Third-Tier Cities https://www.nashnova.com/feed/special/activist-fund-starboard-builds-position-in-skyworks-via-qorvo-acquisition-play-15351 nashnova en 2026-10-19T01:33:31.605Z Activist Fund Starboard Builds Position in Skyworks via Qorvo Acquisition Play, Betting on Cost Synergies and Margin Targets https://www.nashnova.com/feed/special/south-koreas-kospi-turns-positive-after-intraday-drop-of-over-3-percent-nasdaq-15350 nashnova en 2026-10-19T01:28:37.981Z South Korea's KOSPI Turns Positive After Intraday Drop of Over 3%; Nasdaq 100 Futures Rebound in Tandem https://www.nashnova.com/feed/special/morgan-stanley-nvidia-captures-690b-ai-capex-alone-debt-and-power-risks-15349 nashnova en 2026-10-19T01:11:08.796Z Morgan Stanley: Nvidia Captures $690B AI Capex Alone; Debt and Power Risks Underestimated https://www.nashnova.com/feed/special/anthropic-ipo-outlook-the-2-trillion-valuation-debate-and-mysterious-trust-15348 nashnova en 2026-10-19T01:09:26.971Z Anthropic IPO Outlook: The $2 Trillion Valuation Debate and Mysterious Trust Structure https://www.nashnova.com/feed/special/chinas-high-dividend-stocks-outperform-the-broader-market-dividend-yield-doubles-15347 nashnova en 2026-10-19T01:08:15.097Z China's High-Dividend Stocks Outperform the Broader Market, Dividend Yield Doubles the 10-Year Government Bond Rate https://www.nashnova.com/feed/special/bernstein-ai-data-center-cpo-scaling-pushed-back-beyond-2030-15346 nashnova en 2026-10-19T01:04:15.021Z Bernstein: AI Data Center CPO Scaling Pushed Back Beyond 2030 https://www.nashnova.com/feed/special/deepseeks-new-model-hammers-chip-stocks-as-leveraged-etfs-draw-record-10-billion-15345 nashnova en 2026-10-19T00:44:08.234Z DeepSeek's New Model Hammers Chip Stocks as Leveraged ETFs Draw Record ~$10 Billion in a Single Week https://www.nashnova.com/feed/special/blackrock-tokenized-funds-are-penetrating-wall-streets-traditional-15344 nashnova en 2026-10-19T00:38:22.674Z BlackRock: Tokenized Funds Are Penetrating Wall Street's Traditional Infrastructure https://www.nashnova.com/feed/special/cicc-ai-boom-faces-supply-expansion-test-15343 nashnova en 2026-10-19T00:33:42.963Z CICC: AI Boom Faces Supply Expansion Test https://www.nashnova.com/feed/special/ubs-last-weeks-us-ai-sector-saw-deleveraging-not-de-risking-15342 nashnova en 2026-10-19T00:13:54.391Z UBS: Last Week's US AI Sector Saw Deleveraging, Not De-Risking https://www.nashnova.com/feed/special/ai-trade-turmoil-triggers-u-s-treasury-short-covering-safe-haven-function-15341 nashnova en 2026-10-18T19:23:42.169Z AI Trade Turmoil Triggers U.S. Treasury Short Covering, Safe-Haven Function Briefly Revives https://www.nashnova.com/feed/special/crude-oil-futures-face-two-way-shock-as-ukraine-strikes-russian-oil-depots-and-15340 nashnova en 2026-10-18T19:13:59.250Z Crude Oil Futures Face Two-Way Shock as Ukraine Strikes Russian Oil Depots and Diesel Sanctions Are Lifted https://www.nashnova.com/feed/special/pimco-u-s-10-year-treasury-yield-rising-to-6-percent-is-possible-15339 nashnova en 2026-10-18T18:38:45.442Z Pimco: U.S. 10-Year Treasury Yield Rising to 6% Is "Possible" https://www.nashnova.com/feed/special/anthropic-plans-to-donate-5-percent-equity-to-establish-public-benefit-fund-15338 nashnova en 2026-10-18T18:33:05.061Z Anthropic Plans to Donate 5% Equity to Establish Public Benefit Fund https://www.nashnova.com/feed/special/jpmorgan-vs-bernstein-on-coreweave-cash-flow-dispute-timing-mismatch-or-15337 nashnova en 2026-10-18T16:19:35.801Z JPMorgan vs. Bernstein on CoreWeave Cash Flow Dispute: Timing Mismatch or Structural Red Flag https://www.nashnova.com/feed/special/goldman-sachs-market-breadth-hits-dot-com-bubble-extremes-momentum-factor-under-15336 nashnova en 2026-10-18T15:13:59.192Z Goldman Sachs: Market Breadth Hits Dot-Com Bubble Extremes, Momentum Factor Under Pressure from Both Sides https://www.nashnova.com/feed/special/us-earnings-season-strong-profits-face-off-against-rising-bond-yields-15335 nashnova en 2026-10-18T13:08:32.102Z US Earnings Season: Strong Profits Face Off Against Rising Bond Yields https://www.nashnova.com/feed/special/samsung-to-tap-tsmcs-3nm-process-for-producing-nvidia-hbm-base-dies-15334 nashnova en 2026-10-18T12:23:20.961Z Samsung to Tap TSMC's 3nm Process for Producing NVIDIA HBM Base Dies https://www.nashnova.com/feed/special/s-and-p-500-internal-sector-rotation-flashes-warning-signal-15333 nashnova en 2026-10-18T12:18:26.297Z S&P 500 Internal Sector Rotation Flashes Warning Signal https://www.nashnova.com/feed/special/citic-securities-brokerage-sector-net-profit-expected-to-grow-32-percent-in-15332 nashnova en 2026-10-18T11:43:42.326Z CITIC Securities: Brokerage Sector Net Profit Expected to Grow 32% in First Three Quarters of 2026, Top Firms' Dividend Yields Approaching Banks https://www.nashnova.com/feed/special/citic-securities-a-share-correction-nearing-its-end-ai-core-stocks-decline-now-15331 nashnova en 2026-10-18T11:03:56.872Z CITIC Securities: A-Share Correction Nearing Its End, AI Core Stocks' Decline Now Rivals New Energy's 2022 Selloff https://www.nashnova.com/feed/special/accenture-plans-to-sell-greater-china-business-at-valuation-up-to-1-5-billion-15330 nashnova en 2026-10-18T10:18:52.530Z Accenture Plans to Sell Greater China Business at Valuation Up to $1.5 Billion https://www.nashnova.com/feed/special/microsoft-exits-uk-nscale-data-center-contract-pressuring-latters-ipo-15329 nashnova en 2026-10-18T09:03:20.915Z Microsoft Exits UK Nscale Data Center Contract, Pressuring Latter's IPO https://www.nashnova.com/feed/special/anthropics-first-disclosure-ai-agent-work-hours-already-6x-that-of-employees-15327 nashnova en 2026-10-18T06:43:47.377Z Anthropic's First Disclosure: AI Agent Work Hours Already 6x That of Employees, Entry-Level Tech Hiring Plummets https://www.nashnova.com/feed/special/germanys-far-right-scores-electoral-victory-deepening-foreign-investor-doubts-15326 nashnova en 2026-10-18T04:25:46.829Z Germany's Far-Right Scores Electoral Victory, Deepening Foreign Investor Doubts Over Reform Prospects https://www.nashnova.com/feed/special/cracks-emerge-in-americas-trillion-dollar-ai-data-center-investment-boom-15325 nashnova en 2026-10-18T04:24:59.542Z Cracks Emerge in America's Trillion-Dollar AI Data Center Investment Boom https://www.nashnova.com/feed/special/anthropic-consults-law-firms-how-ai-agents-can-negotiate-on-behalf-of-users-15324 nashnova en 2026-10-18T04:23:36.182Z Anthropic Consults Law Firms: How AI Agents Can Negotiate on Behalf of Users https://www.nashnova.com/feed/special/key-events-next-week-china-q3-gdp-nvidia-gtc-earnings-from-tesla-meta-and-catl-15322 nashnova en 2026-10-18T03:53:52.539Z Key Events Next Week: China Q3 GDP, NVIDIA GTC, Earnings from Tesla, Meta & CATL https://www.nashnova.com/feed/special/bofas-hartnett-sell-signal-ends-chip-prices-become-the-next-key-anchor-15321 nashnova en 2026-10-18T02:08:46.829Z BofA's Hartnett: Sell Signal Ends, Chip Prices Become the Next Key Anchor https://www.nashnova.com/feed/special/bofa-and-citi-restrict-ai-agents-from-accessing-customer-accounts-15320 nashnova en 2026-10-18T00:03:26.504Z BofA and Citi Restrict AI Agents from Accessing Customer Accounts https://www.nashnova.com/feed/special/citi-u-s-treasury-dealer-survey-hints-at-cuts-to-20-year-and-30-year-bond-15319 nashnova en 2026-10-17T23:38:38.038Z Citi: U.S. Treasury Dealer Survey Hints at Cuts to 20-Year and 30-Year Bond Auction Sizes in November https://www.nashnova.com/feed/special/south-koreas-finance-minister-semiconductor-boom-to-last-at-least-until-2027-15318 nashnova en 2026-10-17T16:43:52.414Z South Korea's Finance Minister: Semiconductor Boom to Last at Least Until 2027 https://www.nashnova.com/feed/special/s-and-p-500-earnings-season-83-percent-of-early-reporters-beat-eps-estimates-23-15317 nashnova en 2026-10-17T15:38:48.221Z S&P 500 Earnings Season: 83% of Early Reporters Beat EPS Estimates, 23 Companies Post YoY Earnings Growth https://www.nashnova.com/feed/special/two-oil-tankers-attacked-in-saudi-waters-brent-crude-surges-past-110-15316 nashnova en 2026-10-17T14:03:40.307Z Two Oil Tankers Attacked in Saudi Waters, Brent Crude Surges Past $110 https://www.nashnova.com/feed/special/irans-revolutionary-guard-two-oil-tankers-hit-mines-and-caught-fire-in-strait-of-15315 nashnova en 2026-10-17T13:43:13.459Z Iran's Revolutionary Guard: Two Oil Tankers Hit Mines and Caught Fire in Strait of Hormuz https://www.nashnova.com/feed/special/jpmorgan-maintains-bullish-stance-on-chinese-equities-recommends-ai-cxo-and-high-15314 nashnova en 2026-10-17T13:38:57.608Z JPMorgan Maintains Bullish Stance on Chinese Equities, Recommends AI + CXO and High-Dividend Barbell Strategy https://www.nashnova.com/feed/special/us-tech-sector-hit-by-largest-ever-net-selling-vix-hits-highest-since-july-15313 nashnova en 2026-10-17T13:29:31.231Z US Tech Sector Hit by Largest-Ever Net Selling, VIX Hits Highest Since July 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zh-cn 2026-10-19T09:38:19.215Z 中国央行拟以隔夜利率取代七天利率成主要政策基准 https://www.nashnova.com/zh/feed/special/jio-ipo-anchor-investor-tranche-oversubscribed-by-approximately-30-times-15394 nashnova zh-cn 2026-10-19T09:23:09.938Z Jio IPO锚定投资者配额超购约30倍 https://www.nashnova.com/zh/feed/special/microsoft-maia-300-first-to-adopt-tsmc-2nm-shipments-may-fall-below-one-million-15393 nashnova zh-cn 2026-10-19T09:18:59.014Z 微软Maia 300率先采用台积电2nm,出货量或不足百万 https://www.nashnova.com/zh/feed/special/nomura-europe-japan-roadshow-china-crdmo-and-biotech-competitiveness-endorsed-by-15392 nashnova zh-cn 2026-10-19T09:15:00.453Z 野村欧日路演:中国CRDMO与生物科技竞争力获机构认可 https://www.nashnova.com/zh/feed/special/amazons-ai-infrastructure-spending-hits-220-billion-this-year-free-cash-flow-15391 nashnova zh-cn 2026-10-19T09:13:32.735Z 亚马逊今年AI基础设施开支达2200亿美元,自由现金流转负 https://www.nashnova.com/zh/feed/special/german-industry-has-lost-nearly-500-000-jobs-since-2019-15390 nashnova zh-cn 2026-10-19T08:43:12.836Z 德国工业自2019年流失近50万个就业岗位 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https://www.nashnova.com/zh/feed/special/bank-of-england-reviews-barclays-misreporting-of-private-credit-exposure-15374 nashnova zh-cn 2026-10-19T04:16:54.801Z 英国央行审查巴克莱私人信贷敞口虚报监管事件 https://www.nashnova.com/zh/feed/special/high-end-cloud-ai-accelerator-shipments-expected-to-reach-25-95-million-units-by-15373 nashnova zh-cn 2026-10-19T04:15:36.989Z 2027年高端云AI加速器出货量预计达2595万片,ASIC首超GPU https://www.nashnova.com/zh/feed/special/btig-warns-semiconductor-stock-rally-is-a-chance-to-reduce-positions-downtrend-15372 nashnova zh-cn 2026-10-19T04:14:14.334Z BTIG警告半导体股反弹是减仓机会,下行或延续至2027年 https://www.nashnova.com/zh/feed/special/anthropic-researcher-ai-models-may-learn-to-fake-compliance-15371 nashnova zh-cn 2026-10-19T04:13:15.250Z Anthropic研究员:AI模型可能学会伪装服从 https://www.nashnova.com/zh/feed/special/saudi-energy-system-rebuild-to-take-a-decade-global-diesel-shortfall-reaches-3-15370 nashnova zh-cn 2026-10-19T04:03:59.855Z 沙特能源系统重建需十年,全球柴油缺口300万桶/日 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https://www.nashnova.com/zh/feed/special/gf-securities-post-ocp-summit-semiconductor-pullback-is-a-buying-opportunity-15354 nashnova zh-cn 2026-10-19T02:03:38.341Z 广发:OCP峰会后半导体回调是买点,看好英伟达、迈威尔及CPU链 https://www.nashnova.com/zh/feed/special/french-unrest-combined-with-russia-ukraine-tensions-sends-euro-to-17-month-low-15353 nashnova zh-cn 2026-10-19T01:44:00.262Z 法国骚乱叠加俄乌紧张,欧元跌至17个月低位 https://www.nashnova.com/zh/feed/special/new-home-prices-in-first-tier-cities-continue-to-rise-mom-in-september-declines-15352 nashnova zh-cn 2026-10-19T01:37:54.812Z 9月一线城市新房价格环比续涨,二三线降幅收窄 https://www.nashnova.com/zh/feed/special/activist-fund-starboard-builds-position-in-skyworks-via-qorvo-acquisition-play-15351 nashnova zh-cn 2026-10-19T01:33:31.605Z 维权基金Starboard借收购Qorvo建仓Skyworks,看好成本协同与利润率目标 https://www.nashnova.com/zh/feed/special/south-koreas-kospi-turns-positive-after-intraday-drop-of-over-3-percent-nasdaq-15350 nashnova zh-cn 2026-10-19T01:28:37.981Z 韩国首尔综指盘中跌超3%后转涨,纳斯达克100期货同步回升 https://www.nashnova.com/zh/feed/special/morgan-stanley-nvidia-captures-690b-ai-capex-alone-debt-and-power-risks-15349 nashnova zh-cn 2026-10-19T01:11:08.796Z 大摩:英伟达独揽AI资本开支6900亿,债务与电力风险被低估 https://www.nashnova.com/zh/feed/special/anthropic-ipo-outlook-the-2-trillion-valuation-debate-and-mysterious-trust-15348 nashnova zh-cn 2026-10-19T01:09:26.971Z Anthropic IPO前景:2万亿估值争议与神秘信托结构 https://www.nashnova.com/zh/feed/special/chinas-high-dividend-stocks-outperform-the-broader-market-dividend-yield-doubles-15347 nashnova zh-cn 2026-10-19T01:08:15.097Z 中国高股息股跑赢大盘,股息率是10年期国债两倍 https://www.nashnova.com/zh/feed/special/bernstein-ai-data-center-cpo-scaling-pushed-back-beyond-2030-15346 nashnova zh-cn 2026-10-19T01:04:15.021Z 伯恩斯坦:AI数据中心CPO规模化推迟至2030年后 https://www.nashnova.com/zh/feed/special/deepseeks-new-model-hammers-chip-stocks-as-leveraged-etfs-draw-record-10-billion-15345 nashnova zh-cn 2026-10-19T00:44:08.234Z DeepSeek新模型冲击芯片股,杠杆ETF单周吸金近百亿美元创纪录 https://www.nashnova.com/zh/feed/special/blackrock-tokenized-funds-are-penetrating-wall-streets-traditional-15344 nashnova zh-cn 2026-10-19T00:38:22.674Z 贝莱德:代币化基金正向华尔街传统基础设施渗透 https://www.nashnova.com/zh/feed/special/cicc-ai-boom-faces-supply-expansion-test-15343 nashnova zh-cn 2026-10-19T00:33:42.963Z 中金:AI高景气面临供给扩张考验 https://www.nashnova.com/zh/feed/special/ubs-last-weeks-us-ai-sector-saw-deleveraging-not-de-risking-15342 nashnova zh-cn 2026-10-19T00:13:54.391Z 瑞银:上周美股AI板块去杠杆而非去风险 https://www.nashnova.com/zh/feed/special/ai-trade-turmoil-triggers-u-s-treasury-short-covering-safe-haven-function-15341 nashnova zh-cn 2026-10-18T19:23:42.169Z AI交易动荡触发美债空头回补,国债避险功能短暂复苏 https://www.nashnova.com/zh/feed/special/crude-oil-futures-face-two-way-shock-as-ukraine-strikes-russian-oil-depots-and-15340 nashnova zh-cn 2026-10-18T19:13:59.250Z 乌克兰袭击俄罗斯油库叠加柴油制裁解除,原油期货面临双向冲击 https://www.nashnova.com/zh/feed/special/pimco-u-s-10-year-treasury-yield-rising-to-6-percent-is-possible-15339 nashnova zh-cn 2026-10-18T18:38:45.442Z Pimco:美国10年期国债收益率升至6%"有可能" https://www.nashnova.com/zh/feed/special/anthropic-plans-to-donate-5-percent-equity-to-establish-public-benefit-fund-15338 nashnova zh-cn 2026-10-18T18:33:05.061Z Anthropic拟捐5%股权设公益基金 https://www.nashnova.com/zh/feed/special/jpmorgan-vs-bernstein-on-coreweave-cash-flow-dispute-timing-mismatch-or-15337 nashnova zh-cn 2026-10-18T16:19:35.801Z 摩根大通与伯恩斯坦就CoreWeave现金流分歧:时点错配还是模式隐患 https://www.nashnova.com/zh/feed/special/goldman-sachs-market-breadth-hits-dot-com-bubble-extremes-momentum-factor-under-15336 nashnova zh-cn 2026-10-18T15:13:59.192Z 高盛:市场广度触及互联网泡沫极值,动量因子双向承压 https://www.nashnova.com/zh/feed/special/us-earnings-season-strong-profits-face-off-against-rising-bond-yields-15335 nashnova zh-cn 2026-10-18T13:08:32.102Z 美股财报季:强劲盈利与债券收益率上升形成对峙 https://www.nashnova.com/zh/feed/special/samsung-to-tap-tsmcs-3nm-process-for-producing-nvidia-hbm-base-dies-15334 nashnova zh-cn 2026-10-18T12:23:20.961Z 三星将借台积电3纳米工艺为英伟达生产HBM基础芯片 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https://www.nashnova.com/zh-hant/feed/special/national-real-estate-development-investment-down-20-6-percent-yoy-in-first-three-15358 nashnova zh-tw 2026-10-19T02:13:07.137Z 前三季度全國房地產開發投資同比降20.6% https://www.nashnova.com/zh-hant/feed/special/chinas-gdp-grows-4-6-percent-yoy-in-first-three-quarters-q3-growth-picks-up-to-4-15357 nashnova zh-tw 2026-10-19T02:09:49.530Z 中國前三季度GDP年增4.6%,第三季增速回升至4.5% https://www.nashnova.com/zh-hant/feed/special/chinas-industrial-value-added-above-designated-size-grows-5-5-percent-yoy-in-15356 nashnova zh-tw 2026-10-19T02:08:31.658Z 中國9月規模以上工業增加值年增5.5% https://www.nashnova.com/zh-hant/feed/special/chinas-september-retail-sales-rise-1-1-percent-yoy-15355 nashnova zh-tw 2026-10-19T02:07:54.385Z 中國9月社會消費品零售總額年增1.1% https://www.nashnova.com/zh-hant/feed/special/gf-securities-post-ocp-summit-semiconductor-pullback-is-a-buying-opportunity-15354 nashnova zh-tw 2026-10-19T02:03:38.341Z 廣發:OCP峰會後半導體回調是買點,看好輝達、邁威爾及CPU鏈 https://www.nashnova.com/zh-hant/feed/special/french-unrest-combined-with-russia-ukraine-tensions-sends-euro-to-17-month-low-15353 nashnova zh-tw 2026-10-19T01:44:00.262Z 法國騷亂疊加俄烏緊張,歐元跌至17個月低位 https://www.nashnova.com/zh-hant/feed/special/new-home-prices-in-first-tier-cities-continue-to-rise-mom-in-september-declines-15352 nashnova zh-tw 2026-10-19T01:37:54.812Z 9月一線城市新房價格環比續漲,二三線降幅收窄 https://www.nashnova.com/zh-hant/feed/special/activist-fund-starboard-builds-position-in-skyworks-via-qorvo-acquisition-play-15351 nashnova zh-tw 2026-10-19T01:33:31.605Z 維權基金Starboard藉收購Qorvo建倉Skyworks,看好成本協同與利潤率目標 https://www.nashnova.com/zh-hant/feed/special/south-koreas-kospi-turns-positive-after-intraday-drop-of-over-3-percent-nasdaq-15350 nashnova zh-tw 2026-10-19T01:28:37.981Z 韓國首爾綜指盤中跌超3%後轉漲,納斯達克100期貨同步回升 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-nvidia-captures-690b-ai-capex-alone-debt-and-power-risks-15349 nashnova zh-tw 2026-10-19T01:11:08.796Z 大摩:輝達獨攬AI資本開支6900億,債務與電力風險被低估 https://www.nashnova.com/zh-hant/feed/special/anthropic-ipo-outlook-the-2-trillion-valuation-debate-and-mysterious-trust-15348 nashnova zh-tw 2026-10-19T01:09:26.971Z Anthropic IPO前景:2萬億估值爭議與神秘信託結構 https://www.nashnova.com/zh-hant/feed/special/chinas-high-dividend-stocks-outperform-the-broader-market-dividend-yield-doubles-15347 nashnova zh-tw 2026-10-19T01:08:15.097Z 中國高股息股跑贏大盤,股息率是10年期國債兩倍 https://www.nashnova.com/zh-hant/feed/special/bernstein-ai-data-center-cpo-scaling-pushed-back-beyond-2030-15346 nashnova zh-tw 2026-10-19T01:04:15.021Z 伯恩斯坦:AI數據中心CPO規模化推遲至2030年後 https://www.nashnova.com/zh-hant/feed/special/deepseeks-new-model-hammers-chip-stocks-as-leveraged-etfs-draw-record-10-billion-15345 nashnova zh-tw 2026-10-19T00:44:08.234Z DeepSeek新模型衝擊晶片股,槓桿ETF單週吸金近百億美元創紀錄 https://www.nashnova.com/zh-hant/feed/special/blackrock-tokenized-funds-are-penetrating-wall-streets-traditional-15344 nashnova zh-tw 2026-10-19T00:38:22.674Z 貝萊德:代幣化基金正向華爾街傳統基礎設施滲透 https://www.nashnova.com/zh-hant/feed/special/cicc-ai-boom-faces-supply-expansion-test-15343 nashnova zh-tw 2026-10-19T00:33:42.963Z 中金:AI高景氣面臨供給擴張考驗 https://www.nashnova.com/zh-hant/feed/special/ubs-last-weeks-us-ai-sector-saw-deleveraging-not-de-risking-15342 nashnova zh-tw 2026-10-19T00:13:54.391Z 瑞銀:上週美股AI板塊去槓桿而非去風險 https://www.nashnova.com/zh-hant/feed/special/ai-trade-turmoil-triggers-u-s-treasury-short-covering-safe-haven-function-15341 nashnova zh-tw 2026-10-18T19:23:42.169Z AI交易動盪觸發美債空頭回補,國債避險功能短暫復甦 https://www.nashnova.com/zh-hant/feed/special/crude-oil-futures-face-two-way-shock-as-ukraine-strikes-russian-oil-depots-and-15340 nashnova zh-tw 2026-10-18T19:13:59.250Z 烏克蘭襲擊俄羅斯油庫疊加柴油制裁解除,原油期貨面臨雙向衝擊 https://www.nashnova.com/zh-hant/feed/special/pimco-u-s-10-year-treasury-yield-rising-to-6-percent-is-possible-15339 nashnova zh-tw 2026-10-18T18:38:45.442Z Pimco:美國10年期國債收益率升至6%「有可能」 https://www.nashnova.com/zh-hant/feed/special/anthropic-plans-to-donate-5-percent-equity-to-establish-public-benefit-fund-15338 nashnova zh-tw 2026-10-18T18:33:05.061Z Anthropic擬捐5%股權設公益基金 https://www.nashnova.com/zh-hant/feed/special/jpmorgan-vs-bernstein-on-coreweave-cash-flow-dispute-timing-mismatch-or-15337 nashnova zh-tw 2026-10-18T16:19:35.801Z 摩根大通與伯恩斯坦就CoreWeave現金流分歧:時點錯配還是模式隱患 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-market-breadth-hits-dot-com-bubble-extremes-momentum-factor-under-15336 nashnova zh-tw 2026-10-18T15:13:59.192Z 高盛:市場廣度觸及網路泡沫極值,動量因子雙向承壓 https://www.nashnova.com/zh-hant/feed/special/us-earnings-season-strong-profits-face-off-against-rising-bond-yields-15335 nashnova zh-tw 2026-10-18T13:08:32.102Z 美股財報季:強勁盈利與債券收益率上升形成對峙 https://www.nashnova.com/zh-hant/feed/special/samsung-to-tap-tsmcs-3nm-process-for-producing-nvidia-hbm-base-dies-15334 nashnova zh-tw 2026-10-18T12:23:20.961Z 三星將借台積電3奈米工藝為輝達生產HBM基礎晶片 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https://www.nashnova.com/zh-hant/feed/special/bofas-hartnett-sell-signal-ends-chip-prices-become-the-next-key-anchor-15321 nashnova zh-tw 2026-10-18T02:08:46.829Z 美銀哈特內特:賣出信號結束,晶片價格成下一觀察錨 https://www.nashnova.com/zh-hant/feed/special/bofa-and-citi-restrict-ai-agents-from-accessing-customer-accounts-15320 nashnova zh-tw 2026-10-18T00:03:26.504Z 美銀花旗限制AI Agent存取客戶帳戶 https://www.nashnova.com/zh-hant/feed/special/citi-u-s-treasury-dealer-survey-hints-at-cuts-to-20-year-and-30-year-bond-15319 nashnova zh-tw 2026-10-17T23:38:38.038Z 花旗:美國財政部問卷暗示11月將削減20年期和30年期國債拍賣規模 https://www.nashnova.com/zh-hant/feed/special/south-koreas-finance-minister-semiconductor-boom-to-last-at-least-until-2027-15318 nashnova zh-tw 2026-10-17T16:43:52.414Z 韓國財長:半導體景氣至少延續至2027年 https://www.nashnova.com/zh-hant/feed/special/s-and-p-500-earnings-season-83-percent-of-early-reporters-beat-eps-estimates-23-15317 nashnova zh-tw 2026-10-17T15:38:48.221Z 標普500財報季:83%早報企業EPS超預期,23家實現盈利同比增長 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