https://www.nashnova.com/feed/special/amazon-plans-7-billion-acquisition-of-ai-chip-adaptation-startup-decart-14687 nashnova en 2026-10-11T20:39:58.395Z Amazon Plans ~$7 Billion Acquisition of AI Chip Adaptation Startup Decart https://www.nashnova.com/feed/special/riyadh-airport-hit-again-physical-brent-crude-reaches-highest-since-1991-14686 nashnova en 2026-10-11T15:40:11.918Z Riyadh Airport Hit Again, Physical Brent Crude Reaches Highest Since 1991 https://www.nashnova.com/feed/special/goldman-sachs-forecasts-u-s-equity-issuance-to-reach-600-billion-by-2027-14685 nashnova en 2026-10-11T15:20:19.956Z Goldman Sachs Forecasts U.S. Equity Issuance to Reach $600 Billion by 2027 https://www.nashnova.com/feed/special/anthropic-data-center-expansion-potential-monthly-revenue-exceeding-1-3-billion-14684 nashnova en 2026-10-11T15:15:27.701Z Anthropic Data Center Expansion: Potential Monthly Revenue Exceeding $1.3 Billion https://www.nashnova.com/feed/special/china-and-eu-reach-16-point-consensus-hybrid-vehicle-export-restrictions-in-14683 nashnova en 2026-10-11T14:56:24.962Z China and EU Reach 16-Point Consensus: Hybrid Vehicle Export Restrictions in Exchange for Trade War Buffer https://www.nashnova.com/feed/special/trump-announces-russia-ukraine-energy-ceasefire-diesel-market-watches-for-14682 nashnova en 2026-10-11T14:55:09.083Z Trump Announces Russia-Ukraine Energy Ceasefire; Diesel Market Watches for Implementation https://www.nashnova.com/feed/special/imf-tokenized-stocks-suffer-low-liquidity-and-high-volatility-but-real-demand-14681 nashnova en 2026-10-11T13:14:45.788Z IMF: Tokenized Stocks Suffer Low Liquidity and High Volatility, but Real Demand Exists https://www.nashnova.com/feed/special/citic-securities-navigating-high-interest-rates-through-sector-momentum-and-14680 nashnova en 2026-10-11T12:18:24.898Z CITIC Securities: Navigating High Interest Rates Through Sector Momentum and Supply-Side Clearing, Tracking the AI Investment Cycle Inflection Point https://www.nashnova.com/feed/special/palladium-down-30-percent-ytd-as-40-percent-of-global-refining-capacity-14679 nashnova en 2026-10-11T12:16:42.726Z Palladium Down 30% YTD as 40% of Global Refining Capacity Concentrated in One Plant Raises Supply Concerns https://www.nashnova.com/feed/special/morgan-stanley-market-underestimates-catls-resilience-maintains-a-share-14678 nashnova en 2026-10-11T12:15:11.093Z Morgan Stanley: Market Underestimates CATL's Resilience, Maintains A-Share Overweight with Target Price of RMB 500 https://www.nashnova.com/feed/special/trump-says-considering-joining-saudi-arabia-in-striking-houthis-saudi-arabia-14677 nashnova en 2026-10-11T11:58:23.705Z Trump Says Considering Joining Saudi Arabia in Striking Houthis; Saudi Arabia Requests Emergency U.S. Defense Support https://www.nashnova.com/feed/special/cxmt-receives-dual-outperform-ratings-from-clsa-and-bernstein-as-global-market-14676 nashnova en 2026-10-11T11:57:01.509Z CXMT Receives Dual "Outperform" Ratings from CLSA and Bernstein as Global Market Share Expansion Thesis Faces Scrutiny https://www.nashnova.com/feed/special/top-six-u-s-banks-report-q3-earnings-this-week-net-interest-margin-and-14675 nashnova en 2026-10-11T11:55:45.132Z Top Six U.S. Banks Report Q3 Earnings This Week: Net Interest Margin and Investment Banking Fees Are Key Focus https://www.nashnova.com/feed/special/csc-post-holiday-a-shares-underperform-expectations-prioritize-defense-while-14674 nashnova en 2026-10-11T11:15:19.162Z CSC: Post-Holiday A-Shares Underperform Expectations, Prioritize Defense While Awaiting Catalysts https://www.nashnova.com/feed/special/nvidias-off-balance-sheet-commitments-surge-to-530-billion-in-a-single-quarter-14673 nashnova en 2026-10-11T11:04:57.416Z NVIDIA's Off-Balance-Sheet Commitments Surge to $530 Billion in a Single Quarter https://www.nashnova.com/feed/special/saudi-stocks-drop-1-percent-day-after-riyadh-airport-attack-14672 nashnova en 2026-10-11T08:05:07.670Z Saudi Stocks Drop 1% Day After Riyadh Airport Attack https://www.nashnova.com/feed/special/goldman-sachs-ai-trade-narrative-shifts-from-hardware-to-application-layer-14671 nashnova en 2026-10-11T06:00:08.925Z Goldman Sachs: AI Trade Narrative Shifts from Hardware to Application Layer https://www.nashnova.com/feed/special/80-percent-of-samsungs-memory-capacity-for-next-year-already-locked-in-by-long-14670 nashnova en 2026-10-11T05:20:19.680Z 80% of Samsung's Memory Capacity for Next Year Already Locked in by Long-Term Agreements as Tech Giants Scramble for Remaining Share https://www.nashnova.com/feed/special/goldman-sachs-warns-of-italian-government-bond-risks-as-widening-deficit-could-14669 nashnova en 2026-10-11T05:05:11.662Z Goldman Sachs Warns of Italian Government Bond Risks as Widening Deficit Could Push Debt to Europe's Highest https://www.nashnova.com/feed/special/imf-world-bank-bangkok-annual-meetings-middle-east-war-and-high-debt-dominate-14668 nashnova en 2026-10-11T04:30:19.044Z IMF-World Bank Bangkok Annual Meetings: Middle East War and High Debt Dominate the Agenda https://www.nashnova.com/feed/special/deutsche-bank-downgrades-u-s-tech-stocks-warns-of-inverted-v-reversal-risk-14667 nashnova en 2026-10-11T04:00:13.769Z Deutsche Bank Downgrades U.S. Tech Stocks, Warns of "Inverted-V Reversal" Risk https://www.nashnova.com/feed/special/luxshare-precision-faces-itc-patent-investigation-in-the-u-s-says-impact-is-14666 nashnova en 2026-10-11T03:29:55.510Z Luxshare Precision Faces ITC Patent Investigation in the U.S., Says Impact Is Limited https://www.nashnova.com/feed/special/u-s-military-strikes-commercial-oil-tanker-in-gulf-of-oman-claiming-it-attempted-14665 nashnova en 2026-10-11T03:15:18.752Z U.S. Military Strikes Commercial Oil Tanker in Gulf of Oman, Claiming It Attempted to Breach Iran Blockade https://www.nashnova.com/feed/special/ubs-copper-supply-gap-extends-into-the-2030s-most-bullish-commodity-14664 nashnova en 2026-10-11T02:00:02.209Z UBS: Copper Supply Gap Extends Into the 2030s, Most Bullish Commodity https://www.nashnova.com/feed/special/american-express-hit-with-350-million-anti-money-laundering-fine-for-failing-to-14662 nashnova en 2026-10-10T22:49:56.279Z American Express Hit with $350 Million Anti-Money Laundering Fine for Failing to Report ~$13 Billion in Suspicious Transactions https://www.nashnova.com/feed/special/microsoft-ceo-nadella-calls-for-emergency-brake-mechanism-for-advanced-ai-14661 nashnova en 2026-10-10T18:55:08.639Z Microsoft CEO Nadella Calls for "Emergency Brake" Mechanism for Advanced AI https://www.nashnova.com/feed/special/nvidia-in-talks-to-acquire-ai-startup-reflection-ai-at-25-billion-valuation-14660 nashnova en 2026-10-10T18:25:14.075Z Nvidia in Talks to Acquire AI Startup Reflection AI at $25 Billion Valuation https://www.nashnova.com/feed/special/houthi-attack-on-riyadh-airport-forces-saudi-arabia-to-suspend-operations-over-14659 nashnova en 2026-10-10T17:04:56.013Z Houthi Attack on Riyadh Airport Forces Saudi Arabia to Suspend Operations, Over 260 Flights Canceled https://www.nashnova.com/feed/special/goldman-sachs-10-stocks-drive-68-percent-of-q3-earnings-growth-dont-fight-the-14658 nashnova en 2026-10-10T16:39:57.319Z Goldman Sachs: 10 Stocks Drive 68% of Q3 Earnings Growth — Don't Fight the Concentration https://www.nashnova.com/feed/special/white-house-mandates-ai-companies-to-report-safety-incidents-anthropic-violation-14657 nashnova en 2026-10-10T13:24:58.888Z White House Mandates AI Companies to Report Safety Incidents; Anthropic Violation Triggers Regulatory Order https://www.nashnova.com/feed/special/chinas-september-passenger-car-retail-sales-drop-24-percent-yoy-nev-share-rises-14656 nashnova en 2026-10-10T10:39:51.228Z China's September Passenger Car Retail Sales Drop 24% YoY, NEV Share Rises to 67% https://www.nashnova.com/feed/special/citi-french-fiscal-risks-may-force-ecb-to-pause-rate-hikes-after-december-euro-14655 nashnova en 2026-10-10T07:45:02.035Z Citi: French Fiscal Risks May Force ECB to Pause Rate Hikes After December, Euro Could Fall Below 1.10 https://www.nashnova.com/feed/special/asml-raises-parts-prices-by-10-percent-across-the-board-samsung-and-sk-hynix-14654 nashnova en 2026-10-10T06:15:17.785Z ASML Raises Parts Prices by 10% Across the Board; Samsung and SK Hynix Accept, Equipment Cost Pressures Spread https://www.nashnova.com/feed/special/rbi-opens-petrodollar-special-window-and-tightens-fx-derivatives-regulations-14653 nashnova en 2026-10-10T04:15:00.947Z RBI Opens Petrodollar Special Window and Tightens FX Derivatives Regulations https://www.nashnova.com/feed/special/chinas-gold-purchases-exceed-1-000-tonnes-this-year-setting-a-record-while-india-14652 nashnova en 2026-10-10T02:55:20.612Z China's Gold Purchases Exceed 1,000 Tonnes This Year Setting a Record, While India Tightens Precious Metal Import Taxes https://www.nashnova.com/feed/special/nvidia-redefines-free-cash-flow-casting-doubt-on-the-real-capacity-of-its-100-14651 nashnova en 2026-10-10T01:21:19.121Z Nvidia Redefines Free Cash Flow, Casting Doubt on the Real Capacity of Its $100 Billion Buyback https://www.nashnova.com/feed/special/us-fcc-proposes-ban-on-chinese-labs-from-participating-in-us-equipment-14650 nashnova en 2026-10-10T01:20:03.975Z US FCC Proposes Ban on Chinese Labs from Participating in US Equipment Certification Testing https://www.nashnova.com/feed/special/super-micro-contractor-pleads-guilty-smuggling-nvidia-ai-chips-to-china-14649 nashnova en 2026-10-09T23:54:52.169Z Super Micro Contractor Pleads Guilty: Smuggling Nvidia AI Chips to China https://www.nashnova.com/feed/special/citi-bessent-may-cut-long-term-treasury-issuance-in-november-14648 nashnova en 2026-10-09T23:09:56.340Z Citi: Bessent May Cut Long-Term Treasury Issuance in November https://www.nashnova.com/feed/special/u-s-doj-reviewing-whether-binance-violated-2023-settlement-agreement-14647 nashnova en 2026-10-09T22:44:48.386Z U.S. DOJ Reviewing Whether Binance Violated 2023 Settlement Agreement https://www.nashnova.com/feed/special/nasdaq-posts-four-week-win-streak-longest-since-may-equal-weight-s-and-p-500-14646 nashnova en 2026-10-09T21:50:00.992Z Nasdaq Posts Four-Week Win Streak, Longest Since May; Equal-Weight S&P 500 Snaps Seven-Week Losing Streak https://www.nashnova.com/feed/special/u-s-treasury-sanctions-17-tankers-in-irans-shadow-fleet-14645 nashnova en 2026-10-09T21:34:58.569Z U.S. Treasury Sanctions 17 Tankers in Iran's Shadow Fleet https://www.nashnova.com/feed/special/morgan-stanley-warns-oracle-data-center-delays-will-postpone-revenue-and-cash-14644 nashnova en 2026-10-09T21:05:34.984Z Morgan Stanley Warns: Oracle Data Center Delays Will Postpone Revenue and Cash Flow Realization https://www.nashnova.com/feed/special/large-asset-managers-deleverage-u-s-treasury-futures-ultra-long-bond-positions-14643 nashnova en 2026-10-09T21:00:05.368Z Large Asset Managers Deleverage U.S. Treasury Futures, Ultra-Long Bond Positions Shrink by ~$38 Billion in Two Weeks https://www.nashnova.com/zh/feed/special/riyadh-airport-hit-again-physical-brent-crude-reaches-highest-since-1991-14686 nashnova zh-cn 2026-10-11T15:40:11.918Z 利雅得机场再遭袭击,实物布伦特油价创1991年来新高 https://www.nashnova.com/zh/feed/special/goldman-sachs-forecasts-u-s-equity-issuance-to-reach-600-billion-by-2027-14685 nashnova zh-cn 2026-10-11T15:20:19.956Z 高盛预测2027年美股股权发行规模达6000亿美元 https://www.nashnova.com/zh/feed/special/anthropic-data-center-expansion-potential-monthly-revenue-exceeding-1-3-billion-14684 nashnova zh-cn 2026-10-11T15:15:27.701Z Anthropic数据中心扩张:每月潜在营收逾13亿美元 https://www.nashnova.com/zh/feed/special/china-and-eu-reach-16-point-consensus-hybrid-vehicle-export-restrictions-in-14683 nashnova zh-cn 2026-10-11T14:56:24.962Z 中欧达成16点共识,混合车出口限制换取贸易战缓冲 https://www.nashnova.com/zh/feed/special/trump-announces-russia-ukraine-energy-ceasefire-diesel-market-watches-for-14682 nashnova zh-cn 2026-10-11T14:55:09.083Z 特朗普宣布俄乌能源停火,柴油市场关注落实 https://www.nashnova.com/zh/feed/special/imf-tokenized-stocks-suffer-low-liquidity-and-high-volatility-but-real-demand-14681 nashnova zh-cn 2026-10-11T13:14:45.788Z IMF:代币化股票流动性低、波动大,但需求真实存在 https://www.nashnova.com/zh/feed/special/citic-securities-navigating-high-interest-rates-through-sector-momentum-and-14680 nashnova zh-cn 2026-10-11T12:18:24.898Z 中信证券:景气与供给出清应对高利率,跟踪AI投资周期拐点 https://www.nashnova.com/zh/feed/special/palladium-down-30-percent-ytd-as-40-percent-of-global-refining-capacity-14679 nashnova zh-cn 2026-10-11T12:16:42.726Z 钯金年内跌30%,全球40%精炼产能集中一厂引发供应隐忧 https://www.nashnova.com/zh/feed/special/morgan-stanley-market-underestimates-catls-resilience-maintains-a-share-14678 nashnova zh-cn 2026-10-11T12:15:11.093Z 大摩:市场低估宁德时代韧性,维持A股增持目标价500元 https://www.nashnova.com/zh/feed/special/trump-says-considering-joining-saudi-arabia-in-striking-houthis-saudi-arabia-14677 nashnova zh-cn 2026-10-11T11:58:23.705Z 特朗普称考虑加入沙特打击胡塞武装,沙特请求美国紧急防务支援 https://www.nashnova.com/zh/feed/special/cxmt-receives-dual-outperform-ratings-from-clsa-and-bernstein-as-global-market-14676 nashnova zh-cn 2026-10-11T11:57:01.509Z 长鑫存储获里昂、伯恩斯坦双重"跑赢"评级,全球市占率扩张逻辑受考验 https://www.nashnova.com/zh/feed/special/top-six-u-s-banks-report-q3-earnings-this-week-net-interest-margin-and-14675 nashnova zh-cn 2026-10-11T11:55:45.132Z 美国六大银行本周密集披露三季报,净息差与投行费用是核心看点 https://www.nashnova.com/zh/feed/special/csc-post-holiday-a-shares-underperform-expectations-prioritize-defense-while-14674 nashnova zh-cn 2026-10-11T11:15:19.162Z 中信建投:节后A股低于预期,防御优先等待转机 https://www.nashnova.com/zh/feed/special/nvidias-off-balance-sheet-commitments-surge-to-530-billion-in-a-single-quarter-14673 nashnova zh-cn 2026-10-11T11:04:57.416Z 英伟达表外承诺单季飙升至5300亿美元 https://www.nashnova.com/zh/feed/special/saudi-stocks-drop-1-percent-day-after-riyadh-airport-attack-14672 nashnova zh-cn 2026-10-11T08:05:07.670Z 利雅得机场遭袭次日,沙特股市下跌1% https://www.nashnova.com/zh/feed/special/goldman-sachs-ai-trade-narrative-shifts-from-hardware-to-application-layer-14671 nashnova zh-cn 2026-10-11T06:00:08.925Z 高盛:AI交易叙事从硬件转向应用层 https://www.nashnova.com/zh/feed/special/80-percent-of-samsungs-memory-capacity-for-next-year-already-locked-in-by-long-14670 nashnova zh-cn 2026-10-11T05:20:19.680Z 三星明年存储产能80%已被长协锁定,科技巨头争抢剩余份额 https://www.nashnova.com/zh/feed/special/goldman-sachs-warns-of-italian-government-bond-risks-as-widening-deficit-could-14669 nashnova zh-cn 2026-10-11T05:05:11.662Z 高盛警示意大利国债风险 赤字扩大或推高债务至欧洲最高 https://www.nashnova.com/zh/feed/special/imf-world-bank-bangkok-annual-meetings-middle-east-war-and-high-debt-dominate-14668 nashnova zh-cn 2026-10-11T04:30:19.044Z IMF世界银行曼谷年会:中东战争与高债务主导议程 https://www.nashnova.com/zh/feed/special/deutsche-bank-downgrades-u-s-tech-stocks-warns-of-inverted-v-reversal-risk-14667 nashnova zh-cn 2026-10-11T04:00:13.769Z 德银下调美股科技股评级,警示"倒V反转"风险 https://www.nashnova.com/zh/feed/special/luxshare-precision-faces-itc-patent-investigation-in-the-u-s-says-impact-is-14666 nashnova zh-cn 2026-10-11T03:29:55.510Z 立讯精密遭美国国际贸易委员会专利调查,称影响有限 https://www.nashnova.com/zh/feed/special/u-s-military-strikes-commercial-oil-tanker-in-gulf-of-oman-claiming-it-attempted-14665 nashnova zh-cn 2026-10-11T03:15:18.752Z 美军击中阿曼湾商业油轮,称其试图突破对伊封锁 https://www.nashnova.com/zh/feed/special/ubs-copper-supply-gap-extends-into-the-2030s-most-bullish-commodity-14664 nashnova zh-cn 2026-10-11T02:00:02.209Z 瑞银:铜供给缺口延续至2030年代,最看涨大宗商品 https://www.nashnova.com/zh/feed/special/4f2-ddr5-14663 nashnova zh-cn 2026-10-11T01:00:10.169Z 长鑫科技4F2架构取得突破,年底推DDR5服务器内存 https://www.nashnova.com/zh/feed/special/american-express-hit-with-350-million-anti-money-laundering-fine-for-failing-to-14662 nashnova zh-cn 2026-10-10T22:49:56.279Z 美国运通遭3.5亿美元反洗钱罚款,漏报约130亿美元可疑交易 https://www.nashnova.com/zh/feed/special/microsoft-ceo-nadella-calls-for-emergency-brake-mechanism-for-advanced-ai-14661 nashnova zh-cn 2026-10-10T18:55:08.639Z 微软CEO纳德拉呼吁为高级AI设置"紧急制动"机制 https://www.nashnova.com/zh/feed/special/nvidia-in-talks-to-acquire-ai-startup-reflection-ai-at-25-billion-valuation-14660 nashnova zh-cn 2026-10-10T18:25:14.075Z 英伟达洽购AI初创公司Reflection AI,后者估值250亿美元 https://www.nashnova.com/zh/feed/special/houthi-attack-on-riyadh-airport-forces-saudi-arabia-to-suspend-operations-over-14659 nashnova zh-cn 2026-10-10T17:04:56.013Z 胡塞武装袭击利雅得机场,沙特暂停运营逾260航班取消 https://www.nashnova.com/zh/feed/special/goldman-sachs-10-stocks-drive-68-percent-of-q3-earnings-growth-dont-fight-the-14658 nashnova zh-cn 2026-10-10T16:39:57.319Z 高盛:10只股票贡献Q3盈利增长68%,集中度不宜对抗 https://www.nashnova.com/zh/feed/special/white-house-mandates-ai-companies-to-report-safety-incidents-anthropic-violation-14657 nashnova zh-cn 2026-10-10T13:24:58.888Z 美国白宫强制AI公司报告安全事件,Anthropic违规触发监管令 https://www.nashnova.com/zh/feed/special/chinas-september-passenger-car-retail-sales-drop-24-percent-yoy-nev-share-rises-14656 nashnova zh-cn 2026-10-10T10:39:51.228Z 中国9月乘用车零售销量同比降24%,新能源占比升至67% https://www.nashnova.com/zh/feed/special/citi-french-fiscal-risks-may-force-ecb-to-pause-rate-hikes-after-december-euro-14655 nashnova zh-cn 2026-10-10T07:45:02.035Z 花旗:法国财政风险或迫使欧洲央行12月后暂停加息,欧元或跌破1.10 https://www.nashnova.com/zh/feed/special/asml-raises-parts-prices-by-10-percent-across-the-board-samsung-and-sk-hynix-14654 nashnova zh-cn 2026-10-10T06:15:17.785Z ASML零部件全线涨价10%,三星SK海力士接受,设备成本压力蔓延 https://www.nashnova.com/zh/feed/special/rbi-opens-petrodollar-special-window-and-tightens-fx-derivatives-regulations-14653 nashnova zh-cn 2026-10-10T04:15:00.947Z 印度央行开设石油美元专窗并收紧外汇衍生品监管 https://www.nashnova.com/zh/feed/special/chinas-gold-purchases-exceed-1-000-tonnes-this-year-setting-a-record-while-india-14652 nashnova zh-cn 2026-10-10T02:55:20.612Z 中国今年购金逾千吨创纪录,印度同期收紧贵金属进口税收 https://www.nashnova.com/zh/feed/special/nvidia-redefines-free-cash-flow-casting-doubt-on-the-real-capacity-of-its-100-14651 nashnova zh-cn 2026-10-10T01:21:19.121Z 英伟达重新定义自由现金流,千亿回购实际空间存疑 https://www.nashnova.com/zh/feed/special/us-fcc-proposes-ban-on-chinese-labs-from-participating-in-us-equipment-14650 nashnova zh-cn 2026-10-10T01:20:03.975Z 美国FCC拟禁止中国实验室参与美国设备认证测试 https://www.nashnova.com/zh/feed/special/super-micro-contractor-pleads-guilty-smuggling-nvidia-ai-chips-to-china-14649 nashnova zh-cn 2026-10-09T23:54:52.169Z 超微电脑承包商认罪:走私英伟达AI芯片至中国 https://www.nashnova.com/zh/feed/special/citi-bessent-may-cut-long-term-treasury-issuance-in-november-14648 nashnova zh-cn 2026-10-09T23:09:56.340Z 花旗:贝森特11月或削减长期美债发行规模 https://www.nashnova.com/zh/feed/special/u-s-doj-reviewing-whether-binance-violated-2023-settlement-agreement-14647 nashnova zh-cn 2026-10-09T22:44:48.386Z 美国司法部审查币安是否违反2023年和解协议 https://www.nashnova.com/zh/feed/special/nasdaq-posts-four-week-win-streak-longest-since-may-equal-weight-s-and-p-500-14646 nashnova zh-cn 2026-10-09T21:50:00.992Z 纳斯达克连涨四周创5月来最长连胜,等权重标普500终结七连跌 https://www.nashnova.com/zh/feed/special/u-s-treasury-sanctions-17-tankers-in-irans-shadow-fleet-14645 nashnova zh-cn 2026-10-09T21:34:58.569Z 美国财政部制裁17艘伊朗石油影子船队油轮 https://www.nashnova.com/zh/feed/special/morgan-stanley-warns-oracle-data-center-delays-will-postpone-revenue-and-cash-14644 nashnova zh-cn 2026-10-09T21:05:34.984Z 大摩警告:甲骨文数据中心延迟将推迟营收与现金流兑现 https://www.nashnova.com/zh/feed/special/large-asset-managers-deleverage-u-s-treasury-futures-ultra-long-bond-positions-14643 nashnova zh-cn 2026-10-09T21:00:05.368Z 美债期货大型资管去杠杆,超长债持仓两周缩减约380亿美元 https://www.nashnova.com/zh-hant/feed/special/riyadh-airport-hit-again-physical-brent-crude-reaches-highest-since-1991-14686 nashnova zh-tw 2026-10-11T15:40:11.918Z 利雅得機場再遭襲擊,實物布倫特油價創1991年來新高 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https://www.nashnova.com/zh-hant/feed/special/citic-securities-navigating-high-interest-rates-through-sector-momentum-and-14680 nashnova zh-tw 2026-10-11T12:18:24.898Z 中信證券:景氣與供給出清應對高利率,追蹤AI投資週期拐點 https://www.nashnova.com/zh-hant/feed/special/palladium-down-30-percent-ytd-as-40-percent-of-global-refining-capacity-14679 nashnova zh-tw 2026-10-11T12:16:42.726Z 鈀金年內跌30%,全球40%精煉產能集中一廠引發供應隱憂 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-market-underestimates-catls-resilience-maintains-a-share-14678 nashnova zh-tw 2026-10-11T12:15:11.093Z 大摩:市場低估寧德時代韌性,維持A股增持目標價500元 https://www.nashnova.com/zh-hant/feed/special/trump-says-considering-joining-saudi-arabia-in-striking-houthis-saudi-arabia-14677 nashnova zh-tw 2026-10-11T11:58:23.705Z 特朗普稱考慮加入沙特打擊胡塞武裝,沙特請求美國緊急防務支援 https://www.nashnova.com/zh-hant/feed/special/cxmt-receives-dual-outperform-ratings-from-clsa-and-bernstein-as-global-market-14676 nashnova zh-tw 2026-10-11T11:57:01.509Z 長鑫存儲獲里昂、伯恩斯坦雙重「跑贏」評級,全球市佔率擴張邏輯受考驗 https://www.nashnova.com/zh-hant/feed/special/top-six-u-s-banks-report-q3-earnings-this-week-net-interest-margin-and-14675 nashnova zh-tw 2026-10-11T11:55:45.132Z 美國六大銀行本週密集披露三季報,淨息差與投行費用是核心看點 https://www.nashnova.com/zh-hant/feed/special/csc-post-holiday-a-shares-underperform-expectations-prioritize-defense-while-14674 nashnova zh-tw 2026-10-11T11:15:19.162Z 中信建投:節後A股低於預期,防禦優先等待轉機 https://www.nashnova.com/zh-hant/feed/special/nvidias-off-balance-sheet-commitments-surge-to-530-billion-in-a-single-quarter-14673 nashnova zh-tw 2026-10-11T11:04:57.416Z 輝達表外承諾單季飆升至5300億美元 https://www.nashnova.com/zh-hant/feed/special/saudi-stocks-drop-1-percent-day-after-riyadh-airport-attack-14672 nashnova zh-tw 2026-10-11T08:05:07.670Z 利雅得機場遇襲次日,沙特股市下跌1% https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-ai-trade-narrative-shifts-from-hardware-to-application-layer-14671 nashnova zh-tw 2026-10-11T06:00:08.925Z 高盛:AI交易敘事從硬體轉向應用層 https://www.nashnova.com/zh-hant/feed/special/80-percent-of-samsungs-memory-capacity-for-next-year-already-locked-in-by-long-14670 nashnova zh-tw 2026-10-11T05:20:19.680Z 三星明年存儲產能80%已被長協鎖定,科技巨頭爭搶剩餘份額 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-warns-of-italian-government-bond-risks-as-widening-deficit-could-14669 nashnova zh-tw 2026-10-11T05:05:11.662Z 高盛警示意大利國債風險 赤字擴大或推高債務至歐洲最高 https://www.nashnova.com/zh-hant/feed/special/imf-world-bank-bangkok-annual-meetings-middle-east-war-and-high-debt-dominate-14668 nashnova zh-tw 2026-10-11T04:30:19.044Z IMF世界銀行曼谷年會:中東戰爭與高債務主導議程 https://www.nashnova.com/zh-hant/feed/special/deutsche-bank-downgrades-u-s-tech-stocks-warns-of-inverted-v-reversal-risk-14667 nashnova zh-tw 2026-10-11T04:00:13.769Z 德銀下調美股科技股評級,警示「倒V反轉」風險 https://www.nashnova.com/zh-hant/feed/special/luxshare-precision-faces-itc-patent-investigation-in-the-u-s-says-impact-is-14666 nashnova zh-tw 2026-10-11T03:29:55.510Z 立訊精密遭美國國際貿易委員會專利調查,稱影響有限 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https://www.nashnova.com/zh-hant/feed/special/nvidia-in-talks-to-acquire-ai-startup-reflection-ai-at-25-billion-valuation-14660 nashnova zh-tw 2026-10-10T18:25:14.075Z 輝達洽購AI初創公司Reflection AI,後者估值250億美元 https://www.nashnova.com/zh-hant/feed/special/houthi-attack-on-riyadh-airport-forces-saudi-arabia-to-suspend-operations-over-14659 nashnova zh-tw 2026-10-10T17:04:56.013Z 胡塞武裝襲擊利雅得機場,沙特暫停運營逾260航班取消 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-10-stocks-drive-68-percent-of-q3-earnings-growth-dont-fight-the-14658 nashnova zh-tw 2026-10-10T16:39:57.319Z 高盛:10檔股票貢獻Q3盈利增長68%,集中度不宜對抗 https://www.nashnova.com/zh-hant/feed/special/white-house-mandates-ai-companies-to-report-safety-incidents-anthropic-violation-14657 nashnova zh-tw 2026-10-10T13:24:58.888Z 美國白宮強制AI公司報告安全事件,Anthropic違規觸發監管令 https://www.nashnova.com/zh-hant/feed/special/chinas-september-passenger-car-retail-sales-drop-24-percent-yoy-nev-share-rises-14656 nashnova zh-tw 2026-10-10T10:39:51.228Z 中國9月乘用車零售銷量同比降24%,新能源佔比升至67% https://www.nashnova.com/zh-hant/feed/special/citi-french-fiscal-risks-may-force-ecb-to-pause-rate-hikes-after-december-euro-14655 nashnova zh-tw 2026-10-10T07:45:02.035Z 花旗:法國財政風險或迫使歐洲央行12月後暫停加息,歐元或跌破1.10 https://www.nashnova.com/zh-hant/feed/special/asml-raises-parts-prices-by-10-percent-across-the-board-samsung-and-sk-hynix-14654 nashnova zh-tw 2026-10-10T06:15:17.785Z ASML零部件全線漲價10%,三星SK海力士接受,設備成本壓力蔓延 https://www.nashnova.com/zh-hant/feed/special/rbi-opens-petrodollar-special-window-and-tightens-fx-derivatives-regulations-14653 nashnova zh-tw 2026-10-10T04:15:00.947Z 印度央行開設石油美元專窗並收緊外匯衍生品監管 https://www.nashnova.com/zh-hant/feed/special/chinas-gold-purchases-exceed-1-000-tonnes-this-year-setting-a-record-while-india-14652 nashnova zh-tw 2026-10-10T02:55:20.612Z 中國今年購金逾千噸創紀錄,印度同期收緊貴金屬進口稅收 https://www.nashnova.com/zh-hant/feed/special/nvidia-redefines-free-cash-flow-casting-doubt-on-the-real-capacity-of-its-100-14651 nashnova zh-tw 2026-10-10T01:21:19.121Z 輝達重新定義自由現金流,千億回購實際空間存疑 https://www.nashnova.com/zh-hant/feed/special/us-fcc-proposes-ban-on-chinese-labs-from-participating-in-us-equipment-14650 nashnova zh-tw 2026-10-10T01:20:03.975Z 美國FCC擬禁止中國實驗室參與美國設備認證測試 https://www.nashnova.com/zh-hant/feed/special/super-micro-contractor-pleads-guilty-smuggling-nvidia-ai-chips-to-china-14649 nashnova zh-tw 2026-10-09T23:54:52.169Z 超微電腦承包商認罪:走私輝達AI晶片至中國 https://www.nashnova.com/zh-hant/feed/special/citi-bessent-may-cut-long-term-treasury-issuance-in-november-14648 nashnova zh-tw 2026-10-09T23:09:56.340Z 花旗:貝森特11月或削減長期美債發行規模 https://www.nashnova.com/zh-hant/feed/special/u-s-doj-reviewing-whether-binance-violated-2023-settlement-agreement-14647 nashnova zh-tw 2026-10-09T22:44:48.386Z 美國司法部審查幣安是否違反2023年和解協議 https://www.nashnova.com/zh-hant/feed/special/nasdaq-posts-four-week-win-streak-longest-since-may-equal-weight-s-and-p-500-14646 nashnova zh-tw 2026-10-09T21:50:00.992Z 納斯達克連漲四週創5月來最長連勝,等權重標普500終結七連跌 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