https://www.nashnova.com/feed/special/jpmorgan-market-breadth-rebounds-s-and-p-500-poised-for-excess-returns-16656 nashnova en 2026-11-02T11:00:57.910Z JPMorgan: Market Breadth Rebounds, S&P 500 Poised for Excess Returns https://www.nashnova.com/feed/special/bitcoin-holds-steady-after-binances-6-3-billion-hack-as-analysts-say-pullback-16655 nashnova en 2026-11-02T10:58:29.313Z Bitcoin Holds Steady After Binance's $6.3 Billion Hack as Analysts Say Pullback Nearing End https://www.nashnova.com/feed/special/hkex-derivatives-clearing-house-accepts-chinese-government-bonds-as-collateral-16654 nashnova en 2026-11-02T10:56:50.754Z HKEX Derivatives Clearing House Accepts Chinese Government Bonds as Collateral on Day One, Seven Institutions Submit Over 400 Million Yuan https://www.nashnova.com/feed/special/citi-closes-long-positions-on-hyperscaler-cloud-and-growth-stocks-16653 nashnova en 2026-11-02T10:55:35.482Z Citi Closes Long Positions on Hyperscaler Cloud and Growth Stocks https://www.nashnova.com/feed/special/nasdaq-loses-over-2-trillion-in-a-single-month-deutsche-bank-upgrades-tech-16652 nashnova en 2026-11-02T10:36:32.918Z Nasdaq Loses Over $2 Trillion in a Single Month; Deutsche Bank Upgrades Tech Stocks; Goldman Sachs Lists Seven Recovery Signals https://www.nashnova.com/feed/special/a-share-net-profit-attributable-to-parent-companies-reaches-5-1-trillion-yuan-in-16651 nashnova en 2026-11-02T09:11:17.376Z A-Share Net Profit Attributable to Parent Companies Reaches 5.1 Trillion Yuan in First Three Quarters, Up 8.5% YoY https://www.nashnova.com/feed/special/boj-shrinking-population-pressures-total-consumption-but-december-rate-hike-16650 nashnova en 2026-11-02T09:00:52.282Z BOJ: Shrinking Population Pressures Total Consumption, but December Rate Hike Expectations Remain Intact https://www.nashnova.com/feed/special/hong-kong-sfcs-first-ai-survey-95-percent-of-institutions-to-accelerate-16649 nashnova en 2026-11-02T08:32:07.575Z Hong Kong SFC's First AI Survey: 95% of Institutions to Accelerate Deployment as Regulators Focus on Personnel Accountability https://www.nashnova.com/feed/special/apollo-partners-with-abu-dhabi-to-launch-11-billion-european-private-credit-16648 nashnova en 2026-11-02T08:30:47.268Z Apollo Partners with Abu Dhabi to Launch $11 Billion European Private Credit Platform https://www.nashnova.com/feed/special/hsbcs-redcoin-stablecoin-attracts-50-000-users-within-one-week-of-launch-16647 nashnova en 2026-11-02T08:10:34.566Z HSBC's RedCoin Stablecoin Attracts 50,000 Users Within One Week of Launch, Simultaneously Establishes Global AI Research Institute https://www.nashnova.com/feed/special/saudi-gdp-contracts-3-8-percent-yoy-in-q3-as-oil-output-decline-weighs-16646 nashnova en 2026-11-02T07:55:42.499Z Saudi GDP Contracts 3.8% YoY in Q3 as Oil Output Decline Weighs https://www.nashnova.com/feed/special/palantir-q3-earnings-preview-guidance-must-be-super-impressive-to-justify-121x-p-16645 nashnova en 2026-11-02T07:51:26.839Z Palantir Q3 Earnings Preview: Guidance Must Be 'Super Impressive' to Justify 121x P/E https://www.nashnova.com/feed/special/btig-internal-divergence-in-u-s-stocks-persists-gold-downside-target-at-3-500-16644 nashnova en 2026-11-02T07:42:53.393Z BTIG: Internal Divergence in U.S. Stocks Persists, Gold Downside Target at $3,500 https://www.nashnova.com/feed/special/apple-earnings-preview-storage-costs-pressure-profits-iphone-duo-sales-in-focus-16643 nashnova en 2026-11-02T07:41:25.318Z Apple Earnings Preview: Storage Costs Pressure Profits, iPhone Duo Sales in Focus https://www.nashnova.com/feed/special/south-koreas-largest-ever-budget-ai-and-semiconductor-spending-nearly-doubles-16642 nashnova en 2026-11-02T07:17:19.443Z South Korea's Largest-Ever Budget: AI and Semiconductor Spending Nearly Doubles https://www.nashnova.com/feed/special/altman-visits-abu-dhabi-as-openai-signs-energy-and-investment-deals-with-uae-16641 nashnova en 2026-11-02T07:16:01.652Z Altman Visits Abu Dhabi as OpenAI Signs Energy and Investment Deals with UAE https://www.nashnova.com/feed/special/on-semiconductor-q3-earnings-preview-ai-data-centers-gross-margins-and-q4-16640 nashnova en 2026-11-02T07:05:59.779Z ON Semiconductor Q3 Earnings Preview: AI Data Centers, Gross Margins, and Q4 Guidance Are the Three Key Themes https://www.nashnova.com/feed/special/bitcoin-etfs-see-643m-single-day-net-outflow-nearly-erasing-year-to-date-gains-16639 nashnova en 2026-11-02T06:56:44.629Z Bitcoin ETFs See $643M Single-Day Net Outflow, Nearly Erasing Year-to-Date Gains https://www.nashnova.com/feed/special/anthropic-raises-3-5-billion-in-japan-ahead-of-u-s-ipo-16638 nashnova en 2026-11-02T06:55:39.622Z Anthropic Raises $3.5 Billion in Japan Ahead of U.S. IPO https://www.nashnova.com/feed/special/chinas-chemical-capacity-surge-sparks-trade-frictions-putting-new-pressure-on-16637 nashnova en 2026-11-02T06:51:01.570Z China's Chemical Capacity Surge Sparks Trade Frictions, Putting New Pressure on Europe and the U.S. https://www.nashnova.com/feed/special/multiple-chinese-steel-companies-see-widening-q3-losses-amid-shrinking-demand-16636 nashnova en 2026-11-02T06:41:03.063Z Multiple Chinese Steel Companies See Widening Q3 Losses Amid Shrinking Demand and Rising Costs https://www.nashnova.com/feed/special/pboc-sets-weaker-yuan-fixing-signaling-intent-to-control-appreciation-pace-16635 nashnova en 2026-11-02T06:10:28.616Z PBOC Sets Weaker Yuan Fixing, Signaling Intent to Control Appreciation Pace https://www.nashnova.com/feed/special/hkma-unveils-four-new-fintech-initiatives-covering-ai-agents-and-cross-border-16634 nashnova en 2026-11-02T06:06:16.731Z HKMA Unveils Four New Fintech Initiatives Covering AI Agents and Cross-Border Payments https://www.nashnova.com/feed/special/china-expands-export-controls-on-key-technologies-tightening-supply-chain-16633 nashnova en 2026-11-02T05:42:10.301Z China Expands Export Controls on Key Technologies, Tightening Supply Chain Leverage https://www.nashnova.com/feed/special/taiwan-central-bank-eases-fx-selling-limits-for-exporters-twd-rebounds-16632 nashnova en 2026-11-02T05:40:48.731Z Taiwan Central Bank Eases FX Selling Limits for Exporters, TWD Rebounds https://www.nashnova.com/feed/special/morgan-stanley-closed-door-meeting-800-billion-yuan-policy-tools-deployed-three-16631 nashnova en 2026-11-02T05:21:28.396Z Morgan Stanley Closed-Door Meeting: 800 Billion Yuan Policy Tools Deployed, Three Investment Themes for A-Shares https://www.nashnova.com/feed/special/citi-sharply-cuts-lithium-price-forecasts-slashing-march-target-to-12-000-ton-16630 nashnova en 2026-11-02T05:16:05.713Z Citi Sharply Cuts Lithium Price Forecasts, Slashing March Target to $12,000/Ton https://www.nashnova.com/feed/special/samsungs-jay-y-lee-visits-ai-chip-packaging-lab-in-japan-16629 nashnova en 2026-11-02T04:56:10.735Z Samsung's Jay Y. Lee Visits AI Chip Packaging Lab in Japan https://www.nashnova.com/feed/special/hk-stocks-midday-hang-seng-up-0-61-percent-optical-communication-leads-gains-16628 nashnova en 2026-11-02T04:16:28.757Z HK Stocks Midday: Hang Seng Up 0.61%, Optical Communication Leads Gains, Gold Stocks Decline https://www.nashnova.com/feed/special/bernstein-neocloud-lease-structures-have-fatal-flaws-bankruptcy-wave-likely-16627 nashnova en 2026-11-02T04:06:22.807Z Bernstein: Neocloud Lease Structures Have Fatal Flaws, Bankruptcy Wave Likely Within 1–3 Years https://www.nashnova.com/feed/special/goldman-sachs-bullish-on-zhongji-innolights-1-6t-ramp-up-q3-revenue-expected-to-16626 nashnova en 2026-11-02T03:56:14.397Z Goldman Sachs Bullish on Zhongji Innolight's 1.6T Ramp-Up, Q3 Revenue Expected to Grow 25% QoQ https://www.nashnova.com/feed/special/huawei-and-alibabas-t-head-challenge-nvidia-h200-with-system-level-integration-16625 nashnova en 2026-11-02T03:13:21.111Z Huawei and Alibaba's T-Head Challenge NVIDIA H200 with System-Level Integration https://www.nashnova.com/feed/special/apple-plans-tiered-paid-model-for-apple-intelligence-cloud-features-by-2027-16624 nashnova en 2026-11-02T03:12:04.974Z Apple Plans Tiered Paid Model for Apple Intelligence Cloud Features by 2027 https://www.nashnova.com/feed/special/nvidia-invests-1-billion-in-naver-becoming-its-third-largest-shareholder-16623 nashnova en 2026-11-02T03:11:07.108Z Nvidia Invests $1 Billion in Naver, Becoming Its Third-Largest Shareholder https://www.nashnova.com/feed/special/u-s-pushes-to-resume-russian-natural-gas-supply-to-europe-via-ukraine-16622 nashnova en 2026-11-02T02:16:08.198Z U.S. Pushes to Resume Russian Natural Gas Supply to Europe via Ukraine https://www.nashnova.com/feed/special/goldman-sachs-ai-capex-growth-nearing-peak-theme-shifting-from-one-sided-16621 nashnova en 2026-11-02T02:13:15.968Z Goldman Sachs: AI Capex Growth Nearing Peak, Theme Shifting from One-Sided Optimism to Two-Way Trading https://www.nashnova.com/feed/special/japanese-companies-spend-21-billion-snapping-up-global-natural-gas-assets-16620 nashnova en 2026-11-02T02:11:34.982Z Japanese Companies Spend $21 Billion Snapping Up Global Natural Gas Assets https://www.nashnova.com/feed/special/goldman-sachs-kioxia-earnings-show-nand-supply-demand-tightness-extending-to-16619 nashnova en 2026-11-02T02:01:35.020Z Goldman Sachs: Kioxia Earnings Show NAND Supply-Demand Tightness Extending to 2027, Maintains Buy on Samsung and SK Hynix https://www.nashnova.com/feed/special/cicc-hk-stocks-lead-a-shares-in-bottoming-out-dividends-and-buybacks-are-key-16618 nashnova en 2026-11-02T01:47:22.065Z CICC: HK Stocks Lead A-Shares in Bottoming Out, Dividends and Buybacks Are Key Supports https://www.nashnova.com/feed/special/goldman-sachs-raises-brent-crude-forecast-to-105-citing-geopolitical-supply-16617 nashnova en 2026-11-02T01:45:57.532Z Goldman Sachs Raises Brent Crude Forecast to $105, Citing Geopolitical Supply Risks https://www.nashnova.com/feed/special/japan-finance-minister-katayama-will-act-on-abnormal-currency-movements-16616 nashnova en 2026-11-02T01:31:17.697Z Japan Finance Minister Katayama: Will Act on Abnormal Currency Movements https://www.nashnova.com/feed/special/foreign-investors-monthly-net-selling-of-taiwan-stocks-hits-record-as-ai-sector-16615 nashnova en 2026-11-02T01:30:30.550Z Foreign Investors' Monthly Net Selling of Taiwan Stocks Hits Record as AI Sector Sell-Off Continues https://www.nashnova.com/feed/special/hedge-funds-shift-to-underweight-ai-holdings-as-deleveraging-hits-largest-scale-16614 nashnova en 2026-11-02T01:10:54.473Z Hedge Funds Shift to Underweight AI Holdings as Deleveraging Hits Largest Scale in 15 Years https://www.nashnova.com/feed/special/musks-plan-for-independent-texas-chip-fab-hits-setbacks-considers-bringing-in-16613 nashnova en 2026-11-02T01:00:53.393Z Musk's Plan for Independent Texas Chip Fab Hits Setbacks, Considers Bringing in TSMC to Lead Operations https://www.nashnova.com/feed/special/hyperscaler-operators-shift-from-buyback-leaders-to-net-sellers-16612 nashnova en 2026-11-02T00:20:32.892Z Hyperscaler Operators Shift from Buyback Leaders to Net Sellers https://www.nashnova.com/feed/special/a-critical-week-for-u-s-stocks-midterm-elections-major-earnings-and-nonfarm-16611 nashnova en 2026-11-02T00:16:40.453Z A Critical Week for U.S. Stocks: Midterm Elections, Major Earnings, and Nonfarm Payrolls All in Play https://www.nashnova.com/feed/special/three-ministries-hold-joint-meeting-on-nov-2-to-discuss-optimizing-re-lending-16610 nashnova en 2026-11-02T00:03:33.277Z Three Ministries Hold Joint Meeting on Nov 2 to Discuss Optimizing Re-lending for Buybacks/Stake Increases and Capital Market Tools https://www.nashnova.com/feed/special/oil-prices-pull-back-ahead-of-midterm-elections-as-hormuz-attacks-continue-16609 nashnova en 2026-11-02T00:02:00.328Z Oil Prices Pull Back Ahead of Midterm Elections as Hormuz Attacks Continue https://www.nashnova.com/feed/special/bofa-democratic-sweep-already-priced-in-but-a-blue-wave-landslide-is-not-16608 nashnova en 2026-11-02T00:00:43.482Z BofA: Democratic Sweep Already Priced In, but a Blue Wave Landslide Is Not https://www.nashnova.com/feed/special/samsungs-memory-boom-reshapes-investment-strategy-as-foundry-capacity-crunch-16607 nashnova en 2026-11-01T23:37:29.470Z Samsung's Memory Boom Reshapes Investment Strategy as Foundry Capacity Crunch Looms in 2027 https://www.nashnova.com/feed/special/u-s-treasury-refunding-guidance-may-see-biggest-adjustment-in-two-years-as-long-16606 nashnova en 2026-11-01T23:16:18.468Z U.S. Treasury Refunding Guidance May See Biggest Adjustment in Two Years as Long-Bond Cuts Raise Short-End Risks https://www.nashnova.com/feed/special/metas-ai-shopping-assistant-muse-threatens-amazons-nearly-70-billion-ad-business-16605 nashnova en 2026-11-01T23:11:08.213Z Meta's AI Shopping Assistant Muse Threatens Amazon's Nearly $70 Billion Ad Business https://www.nashnova.com/feed/special/gpt-6-2-and-claude-5-5-revealed-on-the-same-day-silicon-valleys-ai-flagship-16604 nashnova en 2026-11-01T23:01:44.827Z GPT-6.2 and Claude 5.5 Revealed on the Same Day: Silicon Valley's AI Flagship Showdown Arrives Early https://www.nashnova.com/feed/special/bernstein-goldman-sachs-high-bandwidth-flash-may-solve-ai-memory-bottleneck-16603 nashnova en 2026-11-01T18:46:17.448Z Bernstein, Goldman Sachs: High Bandwidth Flash May Solve AI Memory Bottleneck https://www.nashnova.com/feed/special/goldman-sachs-nasdaq-down-9-percent-from-highs-european-natural-gas-breaks-100-16602 nashnova en 2026-11-01T17:16:10.960Z Goldman Sachs: Nasdaq Down 9% from Highs, European Natural Gas Breaks €100, Central Banks Become the Only Stabilizer https://www.nashnova.com/feed/special/u-s-private-credit-default-rate-rises-to-record-high-of-6-3-percent-16601 nashnova en 2026-11-01T16:51:01.831Z U.S. Private Credit Default Rate Rises to Record High of 6.3% https://www.nashnova.com/feed/special/global-nuclear-reactors-under-construction-rise-to-79-hitting-a-40-year-high-16600 nashnova en 2026-11-01T16:31:23.159Z Global Nuclear Reactors Under Construction Rise to 79, Hitting a 40-Year High https://www.nashnova.com/feed/special/binance-resumes-withdrawals-95-percent-of-stolen-assets-covered-fbi-points-to-16599 nashnova en 2026-11-01T16:25:43.272Z Binance Resumes Withdrawals: 95% of Stolen Assets Covered, FBI Points to North Korean Hacker Group https://www.nashnova.com/feed/special/jpmorgan-october-ai-computing-chain-data-diverges-token-spending-up-40-percent-16598 nashnova en 2026-11-01T15:26:18.544Z JPMorgan: October AI Computing Chain Data Diverges, Token Spending Up 40% MoM https://www.nashnova.com/feed/special/global-ccc-rated-junk-bond-yields-surge-past-21-percent-credit-market-faces-16597 nashnova en 2026-11-01T15:01:15.814Z Global CCC-Rated Junk Bond Yields Surge Past 21%, Credit Market Faces "Bloodbath" https://www.nashnova.com/feed/special/morgan-stanleys-wilson-buy-the-dip-after-midterms-s-and-p-500-target-at-8-000-16596 nashnova en 2026-11-01T14:31:12.447Z Morgan Stanley's Wilson: Buy the Dip After Midterms, S&P 500 Target at 8,000 https://www.nashnova.com/feed/special/goldman-sachs-sovereign-liquidity-management-panic-drives-gold-below-4-000-16595 nashnova en 2026-11-01T12:36:00.548Z Goldman Sachs: Sovereign Liquidity Management Panic Drives Gold Below $4,000 https://www.nashnova.com/feed/special/j-p-morgan-china-equities-saw-broad-based-correction-in-october-defensives-16594 nashnova en 2026-11-01T12:31:23.264Z J.P. Morgan: China Equities Saw Broad-Based Correction in October; Defensives Outperformed Growth https://www.nashnova.com/feed/special/ai-reshaping-the-ad-landscape-metas-growth-rate-doubles-google-search-16593 nashnova en 2026-11-01T12:16:43.208Z AI Reshaping the Ad Landscape: Meta's Growth Rate Doubles Google Search https://www.nashnova.com/feed/special/chery-auto-october-sales-reach-282-500-units-across-five-brands-up-7-2-percent-16592 nashnova en 2026-11-01T12:15:21.348Z Chery Auto October Sales Reach 282,500 Units Across Five Brands, Up 7.2% YoY https://www.nashnova.com/feed/special/chinas-top-regulators-address-global-bankers-at-hong-kong-summit-16591 nashnova en 2026-11-01T12:00:40.440Z China's Top Regulators Address Global Bankers at Hong Kong Summit https://www.nashnova.com/feed/special/byd-october-sales-reach-490-200-units-up-10-97-percent-yoy-16590 nashnova en 2026-11-01T11:00:23.214Z BYD October Sales Reach 490,200 Units, Up 10.97% YoY https://www.nashnova.com/feed/special/pboc-and-csrc-to-hold-joint-symposium-tomorrow-to-discuss-advancing-capital-16589 nashnova en 2026-11-01T07:25:29.456Z PBOC and CSRC to Hold Joint Symposium Tomorrow to Discuss Advancing Capital Market Support Tools https://www.nashnova.com/feed/special/oil-majors-refuse-to-build-new-refineries-fuel-shortages-may-persist-until-2027-16588 nashnova en 2026-11-01T05:12:45.851Z Oil Majors Refuse to Build New Refineries, Fuel Shortages May Persist Until 2027 https://www.nashnova.com/feed/special/bond-investors-stay-on-the-sidelines-awaiting-u-s-midterm-election-results-16587 nashnova en 2026-11-01T05:11:18.468Z Bond Investors Stay on the Sidelines Awaiting U.S. Midterm Election Results https://www.nashnova.com/feed/special/ev-startups-october-deliveries-xpeng-and-xiaomi-each-surpass-50k-units-li-auto-16586 nashnova en 2026-11-01T03:30:41.085Z EV Startups October Deliveries: XPeng and Xiaomi Each Surpass 50K Units, Li Auto at 29K https://www.nashnova.com/feed/special/citi-senate-control-is-the-key-variable-for-u-s-stocks-next-week-16585 nashnova en 2026-11-01T03:15:59.287Z Citi: Senate Control Is the Key Variable for U.S. Stocks Next Week https://www.nashnova.com/feed/special/chinas-auto-exports-to-europe-reach-1-83-million-units-in-first-9-months-phevs-16584 nashnova en 2026-11-01T01:26:09.997Z China's Auto Exports to Europe Reach 1.83 Million Units in First 9 Months, PHEVs Surge 372% https://www.nashnova.com/feed/special/south-koreas-october-exports-surge-93-7-percent-yoy-as-chip-exports-triple-16583 nashnova en 2026-11-01T00:45:57.128Z South Korea's October Exports Surge 93.7% YoY as Chip Exports Triple https://www.nashnova.com/feed/special/ai-investors-flock-to-options-and-credit-default-swaps-to-hedge-downside-risk-16582 nashnova en 2026-11-01T00:06:12.893Z AI Investors Flock to Options and Credit Default Swaps to Hedge Downside Risk https://www.nashnova.com/feed/special/u-s-october-nonfarm-payrolls-expected-to-double-fed-rate-hike-path-may-continue-16581 nashnova en 2026-10-31T20:15:47.197Z U.S. October Nonfarm Payrolls Expected to Double, Fed Rate Hike Path May Continue https://www.nashnova.com/feed/special/binance-6-3b-hack-asset-replenishment-reaches-90-percent-withdrawals-set-to-16580 nashnova en 2026-10-31T15:35:48.282Z Binance $6.3B Hack: Asset Replenishment Reaches 90%, Withdrawals Set to Resume Sunday https://www.nashnova.com/feed/special/goldman-sachs-after-20-percent-valuation-de-rating-overweight-equities-and-long-16579 nashnova en 2026-10-31T14:46:18.931Z Goldman Sachs: After 20% Valuation De-Rating, Overweight Equities and Long-Duration Bonds https://www.nashnova.com/feed/special/goldman-sachs-recent-ai-sector-selloff-looks-more-like-an-opportunity-than-a-16578 nashnova en 2026-10-31T14:31:29.093Z Goldman Sachs: Recent AI Sector Selloff Looks More Like an Opportunity Than a Bubble Burst https://www.nashnova.com/feed/special/inflation-debt-and-wealth-inequality-nine-unsettling-charts-from-wall-street-16577 nashnova en 2026-10-31T13:16:54.250Z Inflation, Debt, and Wealth Inequality: Nine Unsettling Charts from Wall Street https://www.nashnova.com/feed/special/deepseek-open-sources-super-agent-architecture-tests-show-multi-task-completion-16576 nashnova en 2026-10-31T13:06:16.986Z DeepSeek Open-Sources Super-Agent Architecture, Tests Show Multi-Task Completion Time Cut in Half https://www.nashnova.com/zh/feed/special/jpmorgan-market-breadth-rebounds-s-and-p-500-poised-for-excess-returns-16656 nashnova zh-cn 2026-11-02T11:00:57.910Z 摩根大通:市场广度回升,标普500有望创超额回报 https://www.nashnova.com/zh/feed/special/bitcoin-holds-steady-after-binances-6-3-billion-hack-as-analysts-say-pullback-16655 nashnova zh-cn 2026-11-02T10:58:29.313Z 币安63亿美元黑客案后比特币持稳,分析师称回调接近尾声 https://www.nashnova.com/zh/feed/special/hkex-derivatives-clearing-house-accepts-chinese-government-bonds-as-collateral-16654 nashnova zh-cn 2026-11-02T10:56:50.754Z 港交所衍生品结算所首日接受中国国债抵押品,七机构提交逾4亿元 https://www.nashnova.com/zh/feed/special/citi-closes-long-positions-on-hyperscaler-cloud-and-growth-stocks-16653 nashnova zh-cn 2026-11-02T10:55:35.482Z 花旗放弃超大规模云厂商及成长股多头仓位 https://www.nashnova.com/zh/feed/special/nasdaq-loses-over-2-trillion-in-a-single-month-deutsche-bank-upgrades-tech-16652 nashnova zh-cn 2026-11-02T10:36:32.918Z 纳指单月蒸发逾2万亿美元,德银上调科技股评级,高盛列七大修复信号 https://www.nashnova.com/zh/feed/special/a-share-net-profit-attributable-to-parent-companies-reaches-5-1-trillion-yuan-in-16651 nashnova zh-cn 2026-11-02T09:11:17.376Z A股前三季度归母净利润5.1万亿元,同比增8.5% https://www.nashnova.com/zh/feed/special/boj-shrinking-population-pressures-total-consumption-but-december-rate-hike-16650 nashnova zh-cn 2026-11-02T09:00:52.282Z 日本央行:人口萎缩致消费总量承压,12月加息预期未动摇 https://www.nashnova.com/zh/feed/special/hong-kong-sfcs-first-ai-survey-95-percent-of-institutions-to-accelerate-16649 nashnova zh-cn 2026-11-02T08:32:07.575Z 香港证监会首份AI调查:95%机构将加速部署,监管聚焦人员问责 https://www.nashnova.com/zh/feed/special/apollo-partners-with-abu-dhabi-to-launch-11-billion-european-private-credit-16648 nashnova zh-cn 2026-11-02T08:30:47.268Z Apollo联合阿布扎比推出110亿美元欧洲私募信贷平台 https://www.nashnova.com/zh/feed/special/hsbcs-redcoin-stablecoin-attracts-50-000-users-within-one-week-of-launch-16647 nashnova zh-cn 2026-11-02T08:10:34.566Z 汇丰推出RedCoin稳定币一周吸引5万用户,同步成立全球AI研究院 https://www.nashnova.com/zh/feed/special/saudi-gdp-contracts-3-8-percent-yoy-in-q3-as-oil-output-decline-weighs-16646 nashnova zh-cn 2026-11-02T07:55:42.499Z 沙特GDP三季度同比萎缩3.8%,石油产出下滑拖累 https://www.nashnova.com/zh/feed/special/palantir-q3-earnings-preview-guidance-must-be-super-impressive-to-justify-121x-p-16645 nashnova zh-cn 2026-11-02T07:51:26.839Z Palantir Q3财报前瞻:121倍市盈率下指引须"超级惊艳" https://www.nashnova.com/zh/feed/special/btig-internal-divergence-in-u-s-stocks-persists-gold-downside-target-at-3-500-16644 nashnova zh-cn 2026-11-02T07:42:53.393Z BTIG:美股内部撕裂未止,黄金下行目标3500美元 https://www.nashnova.com/zh/feed/special/apple-earnings-preview-storage-costs-pressure-profits-iphone-duo-sales-in-focus-16643 nashnova zh-cn 2026-11-02T07:41:25.318Z 苹果财报前瞻:存储成本压利润,iPhone Duo销量受关注 https://www.nashnova.com/zh/feed/special/south-koreas-largest-ever-budget-ai-and-semiconductor-spending-nearly-doubles-16642 nashnova zh-cn 2026-11-02T07:17:19.443Z 韩国史上最大预算案:AI与半导体支出近翻倍 https://www.nashnova.com/zh/feed/special/altman-visits-abu-dhabi-as-openai-signs-energy-and-investment-deals-with-uae-16641 nashnova zh-cn 2026-11-02T07:16:01.652Z 奥特曼赴阿布扎比,OpenAI与阿联酋签署能源及投资协议 https://www.nashnova.com/zh/feed/special/on-semiconductor-q3-earnings-preview-ai-data-centers-gross-margins-and-q4-16640 nashnova zh-cn 2026-11-02T07:05:59.779Z 安森美半导体Q3财报前瞻:AI数据中心、毛利率与Q4指引是三大看点 https://www.nashnova.com/zh/feed/special/bitcoin-etfs-see-643m-single-day-net-outflow-nearly-erasing-year-to-date-gains-16639 nashnova zh-cn 2026-11-02T06:56:44.629Z 比特币ETF单日净流出6.43亿美元,年内累计收益近乎抹平 https://www.nashnova.com/zh/feed/special/anthropic-raises-3-5-billion-in-japan-ahead-of-u-s-ipo-16638 nashnova zh-cn 2026-11-02T06:55:39.622Z Anthropic赴日募资35亿美元备战美股IPO https://www.nashnova.com/zh/feed/special/chinas-chemical-capacity-surge-sparks-trade-frictions-putting-new-pressure-on-16637 nashnova zh-cn 2026-11-02T06:51:01.570Z 中国化工产能激增引发贸易摩擦,欧美面临新压力 https://www.nashnova.com/zh/feed/special/multiple-chinese-steel-companies-see-widening-q3-losses-amid-shrinking-demand-16636 nashnova zh-cn 2026-11-02T06:41:03.063Z 中国多家钢企三季度亏损扩大,需求萎缩与成本上升双重挤压 https://www.nashnova.com/zh/feed/special/pboc-sets-weaker-yuan-fixing-signaling-intent-to-control-appreciation-pace-16635 nashnova zh-cn 2026-11-02T06:10:28.616Z 中国央行人民币中间价偏弱,释放管控升值节奏信号 https://www.nashnova.com/zh/feed/special/hkma-unveils-four-new-fintech-initiatives-covering-ai-agents-and-cross-border-16634 nashnova zh-cn 2026-11-02T06:06:16.731Z 香港金管局发布四项金融科技新措施,涵盖AI代理与跨境支付 https://www.nashnova.com/zh/feed/special/china-expands-export-controls-on-key-technologies-tightening-supply-chain-16633 nashnova zh-cn 2026-11-02T05:42:10.301Z 中国扩大关键技术出口管制,掌控供应链杠杆 https://www.nashnova.com/zh/feed/special/taiwan-central-bank-eases-fx-selling-limits-for-exporters-twd-rebounds-16632 nashnova zh-cn 2026-11-02T05:40:48.731Z 台湾央行放宽出口商售汇限制,台币止跌反弹 https://www.nashnova.com/zh/feed/special/morgan-stanley-closed-door-meeting-800-billion-yuan-policy-tools-deployed-three-16631 nashnova zh-cn 2026-11-02T05:21:28.396Z 大摩闭门会:8000亿政策工具落地,A股三条投资主线 https://www.nashnova.com/zh/feed/special/citi-sharply-cuts-lithium-price-forecasts-slashing-march-target-to-12-000-ton-16630 nashnova zh-cn 2026-11-02T05:16:05.713Z 花旗大幅下调锂价预测,三月目标价砍至1.2万美元/吨 https://www.nashnova.com/zh/feed/special/samsungs-jay-y-lee-visits-ai-chip-packaging-lab-in-japan-16629 nashnova zh-cn 2026-11-02T04:56:10.735Z 三星李在镕赴日考察AI芯片封装实验室 https://www.nashnova.com/zh/feed/special/hk-stocks-midday-hang-seng-up-0-61-percent-optical-communication-leads-gains-16628 nashnova zh-cn 2026-11-02T04:16:28.757Z 港股午盘:恒指涨0.61%,光通信概念领涨,黄金股走低 https://www.nashnova.com/zh/feed/special/bernstein-neocloud-lease-structures-have-fatal-flaws-bankruptcy-wave-likely-16627 nashnova zh-cn 2026-11-02T04:06:22.807Z 伯恩斯坦:Neocloud租约结构存致命缺陷,1至3年内或现破产潮 https://www.nashnova.com/zh/feed/special/goldman-sachs-bullish-on-zhongji-innolights-1-6t-ramp-up-q3-revenue-expected-to-16626 nashnova zh-cn 2026-11-02T03:56:14.397Z 高盛看好中际旭创1.6T放量,三季度营收环比增25% https://www.nashnova.com/zh/feed/special/huawei-and-alibabas-t-head-challenge-nvidia-h200-with-system-level-integration-16625 nashnova zh-cn 2026-11-02T03:13:21.111Z 华为、阿里平头哥以系统级整合挑战英伟达H200 https://www.nashnova.com/zh/feed/special/apple-plans-tiered-paid-model-for-apple-intelligence-cloud-features-by-2027-16624 nashnova zh-cn 2026-11-02T03:12:04.974Z 苹果拟2027年对Apple Intelligence云端功能收费分级 https://www.nashnova.com/zh/feed/special/nvidia-invests-1-billion-in-naver-becoming-its-third-largest-shareholder-16623 nashnova zh-cn 2026-11-02T03:11:07.108Z 英伟达10亿美元入股Naver,成其第三大股东 https://www.nashnova.com/zh/feed/special/u-s-pushes-to-resume-russian-natural-gas-supply-to-europe-via-ukraine-16622 nashnova zh-cn 2026-11-02T02:16:08.198Z 美国推动俄罗斯天然气经乌克兰恢复对欧供应 https://www.nashnova.com/zh/feed/special/goldman-sachs-ai-capex-growth-nearing-peak-theme-shifting-from-one-sided-16621 nashnova zh-cn 2026-11-02T02:13:15.968Z 高盛:AI资本开支增速峰值将至,主题从单边乐观转向双向博弈 https://www.nashnova.com/zh/feed/special/japanese-companies-spend-21-billion-snapping-up-global-natural-gas-assets-16620 nashnova zh-cn 2026-11-02T02:11:34.982Z 日本企业斥资210亿美元抢购全球天然气资产 https://www.nashnova.com/zh/feed/special/goldman-sachs-kioxia-earnings-show-nand-supply-demand-tightness-extending-to-16619 nashnova zh-cn 2026-11-02T02:01:35.020Z 高盛:铠侠财报显示NAND供需紧张延续至2027年,维持三星、SK海力士买入 https://www.nashnova.com/zh/feed/special/cicc-hk-stocks-lead-a-shares-in-bottoming-out-dividends-and-buybacks-are-key-16618 nashnova zh-cn 2026-11-02T01:47:22.065Z 中金:港股领先A股见底,红利与回购是关键支撑 https://www.nashnova.com/zh/feed/special/goldman-sachs-raises-brent-crude-forecast-to-105-citing-geopolitical-supply-16617 nashnova zh-cn 2026-11-02T01:45:57.532Z 高盛上调布伦特原油预测至105美元,引地缘供应风险 https://www.nashnova.com/zh/feed/special/japan-finance-minister-katayama-will-act-on-abnormal-currency-movements-16616 nashnova zh-cn 2026-11-02T01:31:17.697Z 日本财务大臣片山:汇率异常波动将采取行动 https://www.nashnova.com/zh/feed/special/foreign-investors-monthly-net-selling-of-taiwan-stocks-hits-record-as-ai-sector-16615 nashnova zh-cn 2026-11-02T01:30:30.550Z 外资单月净卖出台股创纪录,AI板块抛售潮持续 https://www.nashnova.com/zh/feed/special/hedge-funds-shift-to-underweight-ai-holdings-as-deleveraging-hits-largest-scale-16614 nashnova zh-cn 2026-11-02T01:10:54.473Z 对冲基金AI持仓转低配,去杠杆规模创15年之最 https://www.nashnova.com/zh/feed/special/musks-plan-for-independent-texas-chip-fab-hits-setbacks-considers-bringing-in-16613 nashnova zh-cn 2026-11-02T01:00:53.393Z 马斯克德州芯片厂独立计划受阻,拟引入台积电主导运营 https://www.nashnova.com/zh/feed/special/hyperscaler-operators-shift-from-buyback-leaders-to-net-sellers-16612 nashnova zh-cn 2026-11-02T00:20:32.892Z 超大规模数据中心运营商从回购主力转为净卖家 https://www.nashnova.com/zh/feed/special/a-critical-week-for-u-s-stocks-midterm-elections-major-earnings-and-nonfarm-16611 nashnova zh-cn 2026-11-02T00:16:40.453Z 美股关键一周:中期选举、重磅财报与非农轮番登场 https://www.nashnova.com/zh/feed/special/three-ministries-hold-joint-meeting-on-nov-2-to-discuss-optimizing-re-lending-16610 nashnova zh-cn 2026-11-02T00:03:33.277Z 三部门11月2日双线召会,研究优化回购增持再贷款及资本市场工具 https://www.nashnova.com/zh/feed/special/oil-prices-pull-back-ahead-of-midterm-elections-as-hormuz-attacks-continue-16609 nashnova zh-cn 2026-11-02T00:02:00.328Z 中期选举前油价回落,霍尔木兹袭击持续 https://www.nashnova.com/zh/feed/special/bofa-democratic-sweep-already-priced-in-but-a-blue-wave-landslide-is-not-16608 nashnova zh-cn 2026-11-02T00:00:43.482Z 美银:民主党横扫已被定价,大获全胜尚未消化 https://www.nashnova.com/zh/feed/special/samsungs-memory-boom-reshapes-investment-strategy-as-foundry-capacity-crunch-16607 nashnova zh-cn 2026-11-01T23:37:29.470Z 三星内存景气重塑投资策略,代工2027年产能告急 https://www.nashnova.com/zh/feed/special/u-s-treasury-refunding-guidance-may-see-biggest-adjustment-in-two-years-as-long-16606 nashnova zh-cn 2026-11-01T23:16:18.468Z 美债发行指引或迎两年最大调整,长债削减短债风险上升 https://www.nashnova.com/zh/feed/special/metas-ai-shopping-assistant-muse-threatens-amazons-nearly-70-billion-ad-business-16605 nashnova zh-cn 2026-11-01T23:11:08.213Z Meta AI购物助手Muse冲击亚马逊近700亿美元广告业务 https://www.nashnova.com/zh/feed/special/gpt-6-2-and-claude-5-5-revealed-on-the-same-day-silicon-valleys-ai-flagship-16604 nashnova zh-cn 2026-11-01T23:01:44.827Z GPT-6.2与Claude 5.5同日曝光,硅谷AI旗舰决战提前 https://www.nashnova.com/zh/feed/special/bernstein-goldman-sachs-high-bandwidth-flash-may-solve-ai-memory-bottleneck-16603 nashnova zh-cn 2026-11-01T18:46:17.448Z 伯恩斯坦、高盛:高带宽闪存或破解AI内存瓶颈 https://www.nashnova.com/zh/feed/special/goldman-sachs-nasdaq-down-9-percent-from-highs-european-natural-gas-breaks-100-16602 nashnova zh-cn 2026-11-01T17:16:10.960Z 高盛:纳指较高点回调9%,欧洲天然气破€100,央行成唯一稳定器 https://www.nashnova.com/zh/feed/special/u-s-private-credit-default-rate-rises-to-record-high-of-6-3-percent-16601 nashnova zh-cn 2026-11-01T16:51:01.831Z 美国私人信贷违约率升至历史高点6.3% https://www.nashnova.com/zh/feed/special/global-nuclear-reactors-under-construction-rise-to-79-hitting-a-40-year-high-16600 nashnova zh-cn 2026-11-01T16:31:23.159Z 全球在建核反应堆升至79座,创40年新高 https://www.nashnova.com/zh/feed/special/binance-resumes-withdrawals-95-percent-of-stolen-assets-covered-fbi-points-to-16599 nashnova zh-cn 2026-11-01T16:25:43.272Z Binance恢复提币:已覆盖95%被盗资产,FBI指认朝鲜黑客组织 https://www.nashnova.com/zh/feed/special/jpmorgan-october-ai-computing-chain-data-diverges-token-spending-up-40-percent-16598 nashnova zh-cn 2026-11-01T15:26:18.544Z 摩根大通:10月AI算力链数据分化,Token支出环比增40% https://www.nashnova.com/zh/feed/special/global-ccc-rated-junk-bond-yields-surge-past-21-percent-credit-market-faces-16597 nashnova zh-cn 2026-11-01T15:01:15.814Z 全球垃圾债CCC级收益率飙破21%,信用市场遭"血洗" https://www.nashnova.com/zh/feed/special/morgan-stanleys-wilson-buy-the-dip-after-midterms-s-and-p-500-target-at-8-000-16596 nashnova zh-cn 2026-11-01T14:31:12.447Z 大摩威尔逊:中期选举后逢低买入,标普500目标8000点 https://www.nashnova.com/zh/feed/special/goldman-sachs-sovereign-liquidity-management-panic-drives-gold-below-4-000-16595 nashnova zh-cn 2026-11-01T12:36:00.548Z 高盛:主权流动性管理恐慌致金价跌破4000美元 https://www.nashnova.com/zh/feed/special/j-p-morgan-china-equities-saw-broad-based-correction-in-october-defensives-16594 nashnova zh-cn 2026-11-01T12:31:23.264Z 摩根大通:10月中国股市全面盘整,防御股跑赢成长股 https://www.nashnova.com/zh/feed/special/ai-reshaping-the-ad-landscape-metas-growth-rate-doubles-google-search-16593 nashnova zh-cn 2026-11-01T12:16:43.208Z AI重塑广告格局:Meta增速是谷歌搜索两倍 https://www.nashnova.com/zh/feed/special/chery-auto-october-sales-reach-282-500-units-across-five-brands-up-7-2-percent-16592 nashnova zh-cn 2026-11-01T12:15:21.348Z 奇瑞汽车10月五大品牌销量28.25万辆,同比增7.2% https://www.nashnova.com/zh/feed/special/chinas-top-regulators-address-global-bankers-at-hong-kong-summit-16591 nashnova zh-cn 2026-11-01T12:00:40.440Z 中国顶级监管官员赴港峰会向全球银行家发声 https://www.nashnova.com/zh/feed/special/byd-october-sales-reach-490-200-units-up-10-97-percent-yoy-16590 nashnova zh-cn 2026-11-01T11:00:23.214Z 比亚迪10月销量49.02万辆,同比增10.97% https://www.nashnova.com/zh/feed/special/pboc-and-csrc-to-hold-joint-symposium-tomorrow-to-discuss-advancing-capital-16589 nashnova zh-cn 2026-11-01T07:25:29.456Z 央行与证监会明日召开座谈会,研究推动支持资本市场工具使用 https://www.nashnova.com/zh/feed/special/oil-majors-refuse-to-build-new-refineries-fuel-shortages-may-persist-until-2027-16588 nashnova zh-cn 2026-11-01T05:12:45.851Z 石油巨头拒建新炼油厂,燃油短缺或延续至2027年 https://www.nashnova.com/zh/feed/special/bond-investors-stay-on-the-sidelines-awaiting-u-s-midterm-election-results-16587 nashnova zh-cn 2026-11-01T05:11:18.468Z 债券投资者暂观望,等待美国中期选举结果 https://www.nashnova.com/zh/feed/special/ev-startups-october-deliveries-xpeng-and-xiaomi-each-surpass-50k-units-li-auto-16586 nashnova zh-cn 2026-11-01T03:30:41.085Z 新势力10月销量:小鹏、小米均破5万台,理想2.9万台 https://www.nashnova.com/zh/feed/special/citi-senate-control-is-the-key-variable-for-u-s-stocks-next-week-16585 nashnova zh-cn 2026-11-01T03:15:59.287Z 花旗:参院控制权是美股下周核心变量 https://www.nashnova.com/zh/feed/special/chinas-auto-exports-to-europe-reach-1-83-million-units-in-first-9-months-phevs-16584 nashnova zh-cn 2026-11-01T01:26:09.997Z 中国汽车对欧出口前9月达183万辆,插混暴涨372% https://www.nashnova.com/zh/feed/special/south-koreas-october-exports-surge-93-7-percent-yoy-as-chip-exports-triple-16583 nashnova zh-cn 2026-11-01T00:45:57.128Z 韩国10月出口同比增93.7%,芯片出口翻三倍 https://www.nashnova.com/zh/feed/special/ai-investors-flock-to-options-and-credit-default-swaps-to-hedge-downside-risk-16582 nashnova zh-cn 2026-11-01T00:06:12.893Z AI投资者涌入期权与信用违约互换对冲下行风险 https://www.nashnova.com/zh/feed/special/u-s-october-nonfarm-payrolls-expected-to-double-fed-rate-hike-path-may-continue-16581 nashnova zh-cn 2026-10-31T20:15:47.197Z 美国10月非农就业预计翻倍,美联储加息路径或延续 https://www.nashnova.com/zh/feed/special/binance-6-3b-hack-asset-replenishment-reaches-90-percent-withdrawals-set-to-16580 nashnova zh-cn 2026-10-31T15:35:48.282Z 币安63亿美元被盗:资产补充进度升至90%,周日拟重开提币 https://www.nashnova.com/zh/feed/special/goldman-sachs-after-20-percent-valuation-de-rating-overweight-equities-and-long-16579 nashnova zh-cn 2026-10-31T14:46:18.931Z 高盛:估值去化20%后,超配股票与长久期债券 https://www.nashnova.com/zh/feed/special/goldman-sachs-recent-ai-sector-selloff-looks-more-like-an-opportunity-than-a-16578 nashnova zh-cn 2026-10-31T14:31:29.093Z 高盛:AI板块近期大跌更像机会起点而非泡沫破裂 https://www.nashnova.com/zh/feed/special/inflation-debt-and-wealth-inequality-nine-unsettling-charts-from-wall-street-16577 nashnova zh-cn 2026-10-31T13:16:54.250Z 通胀、债务与贫富分化:华尔街九张令人不安的图表 https://www.nashnova.com/zh/feed/special/deepseek-open-sources-super-agent-architecture-tests-show-multi-task-completion-16576 nashnova zh-cn 2026-10-31T13:06:16.986Z DeepSeek开源Super-agent架构,实测多任务完成时间减半 https://www.nashnova.com/zh-hant/feed/special/jpmorgan-market-breadth-rebounds-s-and-p-500-poised-for-excess-returns-16656 nashnova zh-tw 2026-11-02T11:00:57.910Z 摩根大通:市場廣度回升,標普500有望創超額回報 https://www.nashnova.com/zh-hant/feed/special/bitcoin-holds-steady-after-binances-6-3-billion-hack-as-analysts-say-pullback-16655 nashnova zh-tw 2026-11-02T10:58:29.313Z 幣安63億美元駭客案後比特幣持穩,分析師稱回調接近尾聲 https://www.nashnova.com/zh-hant/feed/special/hkex-derivatives-clearing-house-accepts-chinese-government-bonds-as-collateral-16654 nashnova zh-tw 2026-11-02T10:56:50.754Z 港交所衍生品結算所首日接受中國國債抵押品,七機構提交逾4億元 https://www.nashnova.com/zh-hant/feed/special/citi-closes-long-positions-on-hyperscaler-cloud-and-growth-stocks-16653 nashnova zh-tw 2026-11-02T10:55:35.482Z 花旗放棄超大規模雲端廠商及成長股多頭倉位 https://www.nashnova.com/zh-hant/feed/special/nasdaq-loses-over-2-trillion-in-a-single-month-deutsche-bank-upgrades-tech-16652 nashnova zh-tw 2026-11-02T10:36:32.918Z 納指單月蒸發逾2萬億美元,德銀上調科技股評級,高盛列七大修復信號 https://www.nashnova.com/zh-hant/feed/special/a-share-net-profit-attributable-to-parent-companies-reaches-5-1-trillion-yuan-in-16651 nashnova zh-tw 2026-11-02T09:11:17.376Z A股前三季度歸母淨利潤5.1萬億元,同比增8.5% https://www.nashnova.com/zh-hant/feed/special/boj-shrinking-population-pressures-total-consumption-but-december-rate-hike-16650 nashnova zh-tw 2026-11-02T09:00:52.282Z 日本央行:人口萎縮致消費總量承壓,12月加息預期未動搖 https://www.nashnova.com/zh-hant/feed/special/hong-kong-sfcs-first-ai-survey-95-percent-of-institutions-to-accelerate-16649 nashnova zh-tw 2026-11-02T08:32:07.575Z 香港證監會首份AI調查:95%機構將加速部署,監管聚焦人員問責 https://www.nashnova.com/zh-hant/feed/special/apollo-partners-with-abu-dhabi-to-launch-11-billion-european-private-credit-16648 nashnova zh-tw 2026-11-02T08:30:47.268Z Apollo聯合阿布扎比推出110億美元歐洲私募信貸平台 https://www.nashnova.com/zh-hant/feed/special/hsbcs-redcoin-stablecoin-attracts-50-000-users-within-one-week-of-launch-16647 nashnova zh-tw 2026-11-02T08:10:34.566Z 匯豐推出RedCoin穩定幣一週吸引5萬用戶,同步成立全球AI研究院 https://www.nashnova.com/zh-hant/feed/special/saudi-gdp-contracts-3-8-percent-yoy-in-q3-as-oil-output-decline-weighs-16646 nashnova zh-tw 2026-11-02T07:55:42.499Z 沙特GDP第三季同比萎縮3.8%,石油產出下滑拖累 https://www.nashnova.com/zh-hant/feed/special/palantir-q3-earnings-preview-guidance-must-be-super-impressive-to-justify-121x-p-16645 nashnova zh-tw 2026-11-02T07:51:26.839Z Palantir Q3財報前瞻:121倍本益比下指引須"超級驚艷" https://www.nashnova.com/zh-hant/feed/special/btig-internal-divergence-in-u-s-stocks-persists-gold-downside-target-at-3-500-16644 nashnova zh-tw 2026-11-02T07:42:53.393Z BTIG:美股內部撕裂未止,黃金下行目標3500美元 https://www.nashnova.com/zh-hant/feed/special/apple-earnings-preview-storage-costs-pressure-profits-iphone-duo-sales-in-focus-16643 nashnova zh-tw 2026-11-02T07:41:25.318Z 蘋果財報前瞻:儲存成本壓利潤,iPhone Duo銷量受關注 https://www.nashnova.com/zh-hant/feed/special/south-koreas-largest-ever-budget-ai-and-semiconductor-spending-nearly-doubles-16642 nashnova zh-tw 2026-11-02T07:17:19.443Z 韓國史上最大預算案:AI與半導體支出近翻倍 https://www.nashnova.com/zh-hant/feed/special/altman-visits-abu-dhabi-as-openai-signs-energy-and-investment-deals-with-uae-16641 nashnova zh-tw 2026-11-02T07:16:01.652Z 奧特曼赴阿布達比,OpenAI與阿聯酋簽署能源及投資協議 https://www.nashnova.com/zh-hant/feed/special/on-semiconductor-q3-earnings-preview-ai-data-centers-gross-margins-and-q4-16640 nashnova zh-tw 2026-11-02T07:05:59.779Z 安森美半導體Q3財報前瞻:AI數據中心、毛利率與Q4指引是三大看點 https://www.nashnova.com/zh-hant/feed/special/bitcoin-etfs-see-643m-single-day-net-outflow-nearly-erasing-year-to-date-gains-16639 nashnova zh-tw 2026-11-02T06:56:44.629Z 比特幣ETF單日淨流出6.43億美元,年內累計收益近乎抹平 https://www.nashnova.com/zh-hant/feed/special/anthropic-raises-3-5-billion-in-japan-ahead-of-u-s-ipo-16638 nashnova zh-tw 2026-11-02T06:55:39.622Z Anthropic赴日募資35億美元備戰美股IPO https://www.nashnova.com/zh-hant/feed/special/chinas-chemical-capacity-surge-sparks-trade-frictions-putting-new-pressure-on-16637 nashnova zh-tw 2026-11-02T06:51:01.570Z 中國化工產能激增引發貿易摩擦,歐美面臨新壓力 https://www.nashnova.com/zh-hant/feed/special/multiple-chinese-steel-companies-see-widening-q3-losses-amid-shrinking-demand-16636 nashnova zh-tw 2026-11-02T06:41:03.063Z 中國多家鋼企三季度虧損擴大,需求萎縮與成本上升雙重擠壓 https://www.nashnova.com/zh-hant/feed/special/pboc-sets-weaker-yuan-fixing-signaling-intent-to-control-appreciation-pace-16635 nashnova zh-tw 2026-11-02T06:10:28.616Z 中國央行人民幣中間價偏弱,釋放管控升值節奏信號 https://www.nashnova.com/zh-hant/feed/special/hkma-unveils-four-new-fintech-initiatives-covering-ai-agents-and-cross-border-16634 nashnova zh-tw 2026-11-02T06:06:16.731Z 香港金管局發布四項金融科技新措施,涵蓋AI代理與跨境支付 https://www.nashnova.com/zh-hant/feed/special/china-expands-export-controls-on-key-technologies-tightening-supply-chain-16633 nashnova zh-tw 2026-11-02T05:42:10.301Z 中國擴大關鍵技術出口管制,掌控供應鏈槓桿 https://www.nashnova.com/zh-hant/feed/special/taiwan-central-bank-eases-fx-selling-limits-for-exporters-twd-rebounds-16632 nashnova zh-tw 2026-11-02T05:40:48.731Z 台灣央行放寬出口商售匯限制,台幣止跌反彈 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-closed-door-meeting-800-billion-yuan-policy-tools-deployed-three-16631 nashnova zh-tw 2026-11-02T05:21:28.396Z 大摩閉門會:8000億政策工具落地,A股三條投資主線 https://www.nashnova.com/zh-hant/feed/special/citi-sharply-cuts-lithium-price-forecasts-slashing-march-target-to-12-000-ton-16630 nashnova zh-tw 2026-11-02T05:16:05.713Z 花旗大幅下調鋰價預測,三月目標價砍至1.2萬美元/噸 https://www.nashnova.com/zh-hant/feed/special/samsungs-jay-y-lee-visits-ai-chip-packaging-lab-in-japan-16629 nashnova zh-tw 2026-11-02T04:56:10.735Z 三星李在鎔赴日考察AI晶片封裝實驗室 https://www.nashnova.com/zh-hant/feed/special/hk-stocks-midday-hang-seng-up-0-61-percent-optical-communication-leads-gains-16628 nashnova zh-tw 2026-11-02T04:16:28.757Z 港股午盤:恒指漲0.61%,光通信概念領漲,黃金股走低 https://www.nashnova.com/zh-hant/feed/special/bernstein-neocloud-lease-structures-have-fatal-flaws-bankruptcy-wave-likely-16627 nashnova zh-tw 2026-11-02T04:06:22.807Z 伯恩斯坦:Neocloud租約結構存致命缺陷,1至3年內或現破產潮 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-bullish-on-zhongji-innolights-1-6t-ramp-up-q3-revenue-expected-to-16626 nashnova zh-tw 2026-11-02T03:56:14.397Z 高盛看好中際旭創1.6T放量,三季度營收環比增25% https://www.nashnova.com/zh-hant/feed/special/huawei-and-alibabas-t-head-challenge-nvidia-h200-with-system-level-integration-16625 nashnova zh-tw 2026-11-02T03:13:21.111Z 華為、阿里平頭哥以系統級整合挑戰輝達H200 https://www.nashnova.com/zh-hant/feed/special/apple-plans-tiered-paid-model-for-apple-intelligence-cloud-features-by-2027-16624 nashnova zh-tw 2026-11-02T03:12:04.974Z 蘋果擬2027年對Apple Intelligence雲端功能收費分級 https://www.nashnova.com/zh-hant/feed/special/nvidia-invests-1-billion-in-naver-becoming-its-third-largest-shareholder-16623 nashnova zh-tw 2026-11-02T03:11:07.108Z 輝達10億美元入股Naver,成其第三大股東 https://www.nashnova.com/zh-hant/feed/special/u-s-pushes-to-resume-russian-natural-gas-supply-to-europe-via-ukraine-16622 nashnova zh-tw 2026-11-02T02:16:08.198Z 美國推動俄羅斯天然氣經烏克蘭恢復對歐供應 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-ai-capex-growth-nearing-peak-theme-shifting-from-one-sided-16621 nashnova zh-tw 2026-11-02T02:13:15.968Z 高盛:AI資本開支增速峰值將至,主題從單邊樂觀轉向雙向博弈 https://www.nashnova.com/zh-hant/feed/special/japanese-companies-spend-21-billion-snapping-up-global-natural-gas-assets-16620 nashnova zh-tw 2026-11-02T02:11:34.982Z 日本企業斥資210億美元搶購全球天然氣資產 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-kioxia-earnings-show-nand-supply-demand-tightness-extending-to-16619 nashnova zh-tw 2026-11-02T02:01:35.020Z 高盛:鎧俠財報顯示NAND供需緊張延續至2027年,維持三星、SK海力士買入 https://www.nashnova.com/zh-hant/feed/special/cicc-hk-stocks-lead-a-shares-in-bottoming-out-dividends-and-buybacks-are-key-16618 nashnova zh-tw 2026-11-02T01:47:22.065Z 中金:港股領先A股見底,紅利與回購是關鍵支撐 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-raises-brent-crude-forecast-to-105-citing-geopolitical-supply-16617 nashnova zh-tw 2026-11-02T01:45:57.532Z 高盛上調布倫特原油預測至105美元,引地緣供應風險 https://www.nashnova.com/zh-hant/feed/special/japan-finance-minister-katayama-will-act-on-abnormal-currency-movements-16616 nashnova zh-tw 2026-11-02T01:31:17.697Z 日本財務大臣片山:匯率異常波動將採取行動 https://www.nashnova.com/zh-hant/feed/special/foreign-investors-monthly-net-selling-of-taiwan-stocks-hits-record-as-ai-sector-16615 nashnova zh-tw 2026-11-02T01:30:30.550Z 外資單月淨賣出台股創紀錄,AI板塊拋售潮持續 https://www.nashnova.com/zh-hant/feed/special/hedge-funds-shift-to-underweight-ai-holdings-as-deleveraging-hits-largest-scale-16614 nashnova zh-tw 2026-11-02T01:10:54.473Z 對沖基金AI持倉轉低配,去槓桿規模創15年之最 https://www.nashnova.com/zh-hant/feed/special/musks-plan-for-independent-texas-chip-fab-hits-setbacks-considers-bringing-in-16613 nashnova zh-tw 2026-11-02T01:00:53.393Z 馬斯克德州晶片廠獨立計劃受阻,擬引入台積電主導營運 https://www.nashnova.com/zh-hant/feed/special/hyperscaler-operators-shift-from-buyback-leaders-to-net-sellers-16612 nashnova zh-tw 2026-11-02T00:20:32.892Z 超大規模資料中心營運商從回購主力轉為淨賣家 https://www.nashnova.com/zh-hant/feed/special/a-critical-week-for-u-s-stocks-midterm-elections-major-earnings-and-nonfarm-16611 nashnova zh-tw 2026-11-02T00:16:40.453Z 美股關鍵一週:中期選舉、重磅財報與非農輪番登場 https://www.nashnova.com/zh-hant/feed/special/three-ministries-hold-joint-meeting-on-nov-2-to-discuss-optimizing-re-lending-16610 nashnova zh-tw 2026-11-02T00:03:33.277Z 三部門11月2日雙線召會,研究優化回購增持再貸款及資本市場工具 https://www.nashnova.com/zh-hant/feed/special/oil-prices-pull-back-ahead-of-midterm-elections-as-hormuz-attacks-continue-16609 nashnova zh-tw 2026-11-02T00:02:00.328Z 中期選舉前油價回落,霍爾木茲襲擊持續 https://www.nashnova.com/zh-hant/feed/special/bofa-democratic-sweep-already-priced-in-but-a-blue-wave-landslide-is-not-16608 nashnova zh-tw 2026-11-02T00:00:43.482Z 美銀:民主黨橫掃已被定價,大獲全勝尚未消化 https://www.nashnova.com/zh-hant/feed/special/samsungs-memory-boom-reshapes-investment-strategy-as-foundry-capacity-crunch-16607 nashnova zh-tw 2026-11-01T23:37:29.470Z 三星記憶體景氣重塑投資策略,代工2027年產能告急 https://www.nashnova.com/zh-hant/feed/special/u-s-treasury-refunding-guidance-may-see-biggest-adjustment-in-two-years-as-long-16606 nashnova zh-tw 2026-11-01T23:16:18.468Z 美債發行指引或迎兩年最大調整,長債削減短債風險上升 https://www.nashnova.com/zh-hant/feed/special/metas-ai-shopping-assistant-muse-threatens-amazons-nearly-70-billion-ad-business-16605 nashnova zh-tw 2026-11-01T23:11:08.213Z Meta AI購物助手Muse衝擊亞馬遜近700億美元廣告業務 https://www.nashnova.com/zh-hant/feed/special/gpt-6-2-and-claude-5-5-revealed-on-the-same-day-silicon-valleys-ai-flagship-16604 nashnova zh-tw 2026-11-01T23:01:44.827Z GPT-6.2與Claude 5.5同日曝光,矽谷AI旗艦決戰提前 https://www.nashnova.com/zh-hant/feed/special/bernstein-goldman-sachs-high-bandwidth-flash-may-solve-ai-memory-bottleneck-16603 nashnova zh-tw 2026-11-01T18:46:17.448Z 伯恩斯坦、高盛:高頻寬快閃記憶體或破解AI記憶體瓶頸 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-nasdaq-down-9-percent-from-highs-european-natural-gas-breaks-100-16602 nashnova zh-tw 2026-11-01T17:16:10.960Z 高盛:納指較高點回調9%,歐洲天然氣破€100,央行成唯一穩定器 https://www.nashnova.com/zh-hant/feed/special/u-s-private-credit-default-rate-rises-to-record-high-of-6-3-percent-16601 nashnova zh-tw 2026-11-01T16:51:01.831Z 美國私人信貸違約率升至歷史高點6.3% https://www.nashnova.com/zh-hant/feed/special/global-nuclear-reactors-under-construction-rise-to-79-hitting-a-40-year-high-16600 nashnova zh-tw 2026-11-01T16:31:23.159Z 全球在建核反應堆升至79座,創40年新高 https://www.nashnova.com/zh-hant/feed/special/binance-resumes-withdrawals-95-percent-of-stolen-assets-covered-fbi-points-to-16599 nashnova zh-tw 2026-11-01T16:25:43.272Z Binance恢復提幣:已覆蓋95%被盜資產,FBI指認朝鮮駭客組織 https://www.nashnova.com/zh-hant/feed/special/jpmorgan-october-ai-computing-chain-data-diverges-token-spending-up-40-percent-16598 nashnova zh-tw 2026-11-01T15:26:18.544Z 摩根大通:10月AI算力鏈數據分化,Token支出環比增40% https://www.nashnova.com/zh-hant/feed/special/global-ccc-rated-junk-bond-yields-surge-past-21-percent-credit-market-faces-16597 nashnova zh-tw 2026-11-01T15:01:15.814Z 全球垃圾債CCC級收益率飆破21%,信用市場遭"血洗" https://www.nashnova.com/zh-hant/feed/special/morgan-stanleys-wilson-buy-the-dip-after-midterms-s-and-p-500-target-at-8-000-16596 nashnova zh-tw 2026-11-01T14:31:12.447Z 大摩威爾遜:中期選舉後逢低買入,標普500目標8000點 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-sovereign-liquidity-management-panic-drives-gold-below-4-000-16595 nashnova zh-tw 2026-11-01T12:36:00.548Z 高盛:主權流動性管理恐慌致金價跌破4000美元 https://www.nashnova.com/zh-hant/feed/special/j-p-morgan-china-equities-saw-broad-based-correction-in-october-defensives-16594 nashnova zh-tw 2026-11-01T12:31:23.264Z 摩根大通:10月中國股市全面盤整,防禦股跑贏成長股 https://www.nashnova.com/zh-hant/feed/special/ai-reshaping-the-ad-landscape-metas-growth-rate-doubles-google-search-16593 nashnova zh-tw 2026-11-01T12:16:43.208Z AI重塑廣告格局:Meta增速是谷歌搜索兩倍 https://www.nashnova.com/zh-hant/feed/special/chery-auto-october-sales-reach-282-500-units-across-five-brands-up-7-2-percent-16592 nashnova zh-tw 2026-11-01T12:15:21.348Z 奇瑞汽車10月五大品牌銷量28.25萬輛,同比增7.2% https://www.nashnova.com/zh-hant/feed/special/chinas-top-regulators-address-global-bankers-at-hong-kong-summit-16591 nashnova zh-tw 2026-11-01T12:00:40.440Z 中國頂級監管官員赴港峰會向全球銀行家發聲 https://www.nashnova.com/zh-hant/feed/special/byd-october-sales-reach-490-200-units-up-10-97-percent-yoy-16590 nashnova zh-tw 2026-11-01T11:00:23.214Z 比亞迪10月銷量49.02萬輛,同比增10.97% https://www.nashnova.com/zh-hant/feed/special/pboc-and-csrc-to-hold-joint-symposium-tomorrow-to-discuss-advancing-capital-16589 nashnova zh-tw 2026-11-01T07:25:29.456Z 央行與證監會明日召開座談會,研究推動支持資本市場工具使用 https://www.nashnova.com/zh-hant/feed/special/oil-majors-refuse-to-build-new-refineries-fuel-shortages-may-persist-until-2027-16588 nashnova zh-tw 2026-11-01T05:12:45.851Z 石油巨頭拒建新煉油廠,燃油短缺或延續至2027年 https://www.nashnova.com/zh-hant/feed/special/bond-investors-stay-on-the-sidelines-awaiting-u-s-midterm-election-results-16587 nashnova zh-tw 2026-11-01T05:11:18.468Z 債券投資者暫觀望,等待美國中期選舉結果 https://www.nashnova.com/zh-hant/feed/special/ev-startups-october-deliveries-xpeng-and-xiaomi-each-surpass-50k-units-li-auto-16586 nashnova zh-tw 2026-11-01T03:30:41.085Z 新勢力10月銷量:小鵬、小米均破5萬台,理想2.9萬台 https://www.nashnova.com/zh-hant/feed/special/citi-senate-control-is-the-key-variable-for-u-s-stocks-next-week-16585 nashnova zh-tw 2026-11-01T03:15:59.287Z 花旗:參院控制權是美股下週核心變量 https://www.nashnova.com/zh-hant/feed/special/chinas-auto-exports-to-europe-reach-1-83-million-units-in-first-9-months-phevs-16584 nashnova zh-tw 2026-11-01T01:26:09.997Z 中國汽車對歐出口前9月達183萬輛,插混暴漲372% https://www.nashnova.com/zh-hant/feed/special/south-koreas-october-exports-surge-93-7-percent-yoy-as-chip-exports-triple-16583 nashnova zh-tw 2026-11-01T00:45:57.128Z 韓國10月出口同比增93.7%,晶片出口翻三倍 https://www.nashnova.com/zh-hant/feed/special/ai-investors-flock-to-options-and-credit-default-swaps-to-hedge-downside-risk-16582 nashnova zh-tw 2026-11-01T00:06:12.893Z AI投資者湧入期權與信用違約互換對沖下行風險 https://www.nashnova.com/zh-hant/feed/special/u-s-october-nonfarm-payrolls-expected-to-double-fed-rate-hike-path-may-continue-16581 nashnova zh-tw 2026-10-31T20:15:47.197Z 美國10月非農就業預計翻倍,美聯儲加息路徑或延續 https://www.nashnova.com/zh-hant/feed/special/binance-6-3b-hack-asset-replenishment-reaches-90-percent-withdrawals-set-to-16580 nashnova zh-tw 2026-10-31T15:35:48.282Z 幣安63億美元被盜:資產補充進度升至90%,週日擬重開提幣 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-after-20-percent-valuation-de-rating-overweight-equities-and-long-16579 nashnova zh-tw 2026-10-31T14:46:18.931Z 高盛:估值去化20%後,超配股票與長久期債券 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-recent-ai-sector-selloff-looks-more-like-an-opportunity-than-a-16578 nashnova zh-tw 2026-10-31T14:31:29.093Z 高盛:AI板塊近期大跌更像機會起點而非泡沫破裂 https://www.nashnova.com/zh-hant/feed/special/inflation-debt-and-wealth-inequality-nine-unsettling-charts-from-wall-street-16577 nashnova zh-tw 2026-10-31T13:16:54.250Z 通膨、債務與貧富分化:華爾街九張令人不安的圖表 https://www.nashnova.com/zh-hant/feed/special/deepseek-open-sources-super-agent-architecture-tests-show-multi-task-completion-16576 nashnova zh-tw 2026-10-31T13:06:16.986Z DeepSeek開源Super-agent架構,實測多任務完成時間減半