https://www.nashnova.com/feed/special/goldman-sachs-fed-to-hike-another-25bps-in-october-terminal-rate-held-at-3-25-3-12592 nashnova en 2026-09-17T06:42:12.182Z Goldman Sachs: Fed to Hike Another 25bps in October, Terminal Rate Held at 3.25-3.5% https://www.nashnova.com/feed/special/u-s-japan-negotiations-eye-new-chip-plant-globalfoundries-may-lead-operations-12591 nashnova en 2026-09-17T06:37:05.489Z U.S.-Japan Negotiations Eye New Chip Plant; GlobalFoundries May Lead Operations https://www.nashnova.com/feed/special/microns-2-75-billion-chip-assembly-and-test-facility-in-india-officially-opens-12590 nashnova en 2026-09-17T06:12:01.989Z Micron's $2.75 Billion Chip Assembly and Test Facility in India Officially Opens https://www.nashnova.com/feed/special/hong-kong-exchange-fund-plans-to-increase-gold-holdings-to-support-trading-hub-12589 nashnova en 2026-09-17T06:07:03.291Z Hong Kong Exchange Fund Plans to Increase Gold Holdings to Support Trading Hub Strategy https://www.nashnova.com/feed/special/zhang-yidong-september-is-a-good-time-to-position-in-chinese-assets-stock-market-12588 nashnova en 2026-09-17T05:52:40.637Z Zhang Yidong: September Is a Good Time to Position in Chinese Assets, Stock Market May Turn Around Within Two to Three Weeks https://www.nashnova.com/feed/special/rate-hikes-weigh-on-hong-kong-property-stocks-hang-seng-properties-sub-index-12587 nashnova en 2026-09-17T04:57:19.821Z Rate Hikes Weigh on Hong Kong Property Stocks, Hang Seng Properties Sub-Index Falls 2.4% https://www.nashnova.com/feed/special/20-chinese-osat-firms-advance-in-advanced-packaging-bypassing-euv-restrictions-12586 nashnova en 2026-09-17T04:34:21.825Z 20 Chinese OSAT Firms Advance in Advanced Packaging, Bypassing EUV Restrictions https://www.nashnova.com/feed/special/huawei-connect-2026-unveils-11-ai-chips-ascend-960-super-node-first-to-adopt-12585 nashnova en 2026-09-17T04:32:47.668Z Huawei Connect 2026 Unveils 11 AI Chips; Ascend 960 Super Node First to Adopt Near-Package Optics https://www.nashnova.com/feed/special/jpmorgan-central-banks-like-the-fed-may-raise-rates-faster-and-more-aggressively-12584 nashnova en 2026-09-17T04:29:05.020Z JPMorgan: Central Banks Like the Fed May Raise Rates Faster and More Aggressively Than Expected https://www.nashnova.com/feed/special/nebius-raises-prices-by-20-percent-for-the-second-time-this-year-signaling-a-12583 nashnova en 2026-09-17T04:27:37.779Z Nebius Raises Prices by 20% for the Second Time This Year, Signaling a Shift in Pricing Power to GPU Cloud Supply Side https://www.nashnova.com/feed/special/chinas-top-three-lcd-makers-issue-first-written-price-hike-notices-taiwanese-12582 nashnova en 2026-09-17T04:13:50.147Z China's Top Three LCD Makers Issue First Written Price Hike Notices; Taiwanese Panel Makers Accelerate Exit https://www.nashnova.com/feed/special/samsungs-texas-fab-begins-trial-production-of-tesla-ai5-chips-12581 nashnova en 2026-09-17T04:12:38.070Z Samsung's Texas Fab Begins Trial Production of Tesla AI5 Chips https://www.nashnova.com/feed/special/japanese-business-leaders-collectively-call-for-stronger-yen-even-export-12580 nashnova en 2026-09-17T03:22:15.585Z Japanese Business Leaders Collectively Call for Stronger Yen — Even Export Beneficiaries Speak Up https://www.nashnova.com/feed/special/bernstein-texas-grids-8-gw-baseload-allocation-fully-assigned-miners-competitive-12579 nashnova en 2026-09-17T03:12:49.182Z Bernstein: Texas Grid's 8 GW Baseload Allocation Fully Assigned, Miners' Competitive Position in AI Infrastructure Transition Strengthened https://www.nashnova.com/feed/special/anthropic-accuses-7-chinese-ai-labs-of-distilling-claude-experts-say-its-nearly-12578 nashnova en 2026-09-17T02:22:26.200Z Anthropic Accuses 7 Chinese AI Labs of Distilling Claude; Experts Say It's Nearly Impossible to Prevent https://www.nashnova.com/feed/special/google-may-adopt-cowos-packaging-as-backup-for-2027-tpu-12577 nashnova en 2026-09-17T02:18:27.006Z Google May Adopt CoWoS Packaging as Backup for 2027 TPU https://www.nashnova.com/feed/special/chinese-academy-of-sciences-explores-duv-route-to-achieve-3nm-gaa-process-12576 nashnova en 2026-09-17T02:17:24.163Z Chinese Academy of Sciences Explores DUV Route to Achieve 3nm GAA Process, Bypassing EUV Restrictions https://www.nashnova.com/feed/special/hong-kong-stocks-open-lower-hang-seng-index-falls-0-94-percent-weichai-power-12575 nashnova en 2026-09-17T01:52:23.766Z Hong Kong Stocks Open Lower: Hang Seng Index Falls 0.94%, Weichai Power Surges Over 10%, Tech Stocks Broadly Decline https://www.nashnova.com/feed/special/goldman-sachs-ai-power-demand-equivalent-to-building-another-japan-supply-12574 nashnova en 2026-09-17T01:32:50.309Z Goldman Sachs: AI Power Demand Equivalent to Building Another Japan, Supply Constrained by Seven Major Bottlenecks https://www.nashnova.com/feed/special/berkshire-considers-raising-stake-in-japans-five-major-trading-houses-ownership-12573 nashnova en 2026-09-17T00:53:04.541Z Berkshire Considers Raising Stake in Japan's Five Major Trading Houses, Ownership Cap May Rise to 15% https://www.nashnova.com/feed/special/trump-signs-order-banning-u-s-government-procurement-of-canadian-goods-12572 nashnova en 2026-09-17T00:52:02.510Z Trump Signs Order Banning U.S. Government Procurement of Canadian Goods https://www.nashnova.com/feed/special/warshs-hawkish-stance-confirmed-ubs-the-reaction-function-has-fundamentally-12571 nashnova en 2026-09-17T00:37:37.724Z Warsh's Hawkish Stance Confirmed — UBS: The Reaction Function Has Fundamentally Shifted https://www.nashnova.com/feed/special/trump-threatens-heavy-tariffs-on-eu-calls-potential-canada-eu-membership-a-12570 nashnova en 2026-09-17T00:27:12.821Z Trump Threatens Heavy Tariffs on EU, Calls Potential Canada-EU Membership a 'Hostile Act' https://www.nashnova.com/feed/special/apollo-warns-rising-credit-risk-for-cloud-giants-as-cds-spreads-widen-to-60-12569 nashnova en 2026-09-17T00:18:01.754Z Apollo Warns: Rising Credit Risk for Cloud Giants as CDS Spreads Widen to 60 Basis Points https://www.nashnova.com/feed/special/takaichi-sanaes-cabinet-reshuffle-signals-policy-continuity-12568 nashnova en 2026-09-17T00:16:48.517Z Takaichi Sanae's Cabinet Reshuffle Signals Policy Continuity https://www.nashnova.com/feed/special/catl-enters-european-heavy-duty-truck-battery-market-directly-competing-with-12567 nashnova en 2026-09-17T00:15:43.956Z CATL Enters European Heavy-Duty Truck Battery Market, Directly Competing with Tesla Semi https://www.nashnova.com/feed/special/trump-to-meet-gulf-state-leaders-to-discuss-post-war-iran-strategy-12566 nashnova en 2026-09-17T00:14:26.183Z Trump to Meet Gulf State Leaders to Discuss Post-War Iran Strategy https://www.nashnova.com/feed/special/white-house-power-struggle-bessent-and-others-push-trump-to-tighten-ai-12565 nashnova en 2026-09-17T00:13:31.856Z White House Power Struggle: Bessent and Others Push Trump to Tighten AI Regulation https://www.nashnova.com/feed/special/fed-rate-hikes-drive-up-ai-financing-costs-hitting-small-computing-companies-12564 nashnova en 2026-09-17T00:12:20.429Z Fed Rate Hikes Drive Up AI Financing Costs, Hitting Small Computing Companies Hardest https://www.nashnova.com/feed/special/asian-fx-under-pressure-after-fed-rate-hike-yen-focus-shifts-to-boj-12563 nashnova en 2026-09-17T00:02:17.797Z Asian FX Under Pressure After Fed Rate Hike; Yen Focus Shifts to BOJ https://www.nashnova.com/feed/special/holtec-withdraws-900m-nuclear-ipo-as-ai-sector-sentiment-drags-down-nuclear-12562 nashnova en 2026-09-16T23:32:01.980Z Holtec Withdraws $900M Nuclear IPO as AI Sector Sentiment Drags Down Nuclear Valuations https://www.nashnova.com/feed/special/hkma-follows-fed-with-25-basis-point-rate-hike-to-4-25-percent-12561 nashnova en 2026-09-16T23:11:44.829Z HKMA Follows Fed with 25 Basis Point Rate Hike to 4.25% https://www.nashnova.com/feed/special/geopolitical-premium-narrows-amid-weak-inventories-crude-oil-drops-over-4-12560 nashnova en 2026-09-16T23:08:50.136Z Geopolitical Premium Narrows Amid Weak Inventories, Crude Oil Drops Over 4% Intraday https://www.nashnova.com/feed/special/arm-ceo-growing-confidence-in-achieving-2-billion-revenue-target-for-agi-cpus-12559 nashnova en 2026-09-16T23:07:10.078Z Arm CEO: Growing Confidence in Achieving $2 Billion Revenue Target for AGI CPUs https://www.nashnova.com/feed/special/jpmorgan-asset-management-long-end-treasuries-have-reached-maximum-pain-point-12558 nashnova en 2026-09-16T22:57:09.547Z JPMorgan Asset Management: Long-End Treasuries Have Reached "Maximum Pain Point," Initiating Purchases https://www.nashnova.com/feed/special/openai-officially-confirms-altman-will-attend-trump-xi-state-dinner-12557 nashnova en 2026-09-16T22:48:36.798Z OpenAI Officially Confirms Altman Will Attend Trump-Xi State Dinner https://www.nashnova.com/feed/special/salesforce-sets-fy2030-revenue-target-above-63-billion-exceeding-analyst-12556 nashnova en 2026-09-16T22:47:27.168Z Salesforce Sets FY2030 Revenue Target Above $63 Billion, Exceeding Analyst Expectations https://www.nashnova.com/feed/special/tether-provides-approximately-1-5-billion-in-financing-to-u-s-gold-dealer-12555 nashnova en 2026-09-16T22:43:28.277Z Tether Provides Approximately $1.5 Billion in Financing to U.S. Gold Dealer https://www.nashnova.com/feed/special/u-s-house-passes-russia-sanctions-bill-authorizing-trump-to-impose-100-percent-12554 nashnova en 2026-09-16T22:42:12.027Z U.S. House Passes Russia Sanctions Bill, Authorizing Trump to Impose 100% Tariffs https://www.nashnova.com/feed/special/openai-discloses-six-ai-safety-incidents-and-establishes-mandatory-disclosure-12553 nashnova en 2026-09-16T22:08:40.426Z OpenAI Discloses Six AI Safety Incidents and Establishes Mandatory Disclosure Mechanism https://www.nashnova.com/feed/special/judge-orders-google-to-appoint-antitrust-compliance-officer-ad-tech-business-12552 nashnova en 2026-09-16T22:07:27.088Z Judge Orders Google to Appoint Antitrust Compliance Officer; Ad Tech Business Spared from Breakup https://www.nashnova.com/feed/special/french-bond-yields-surpass-italys-ecb-tpi-tool-in-focus-12551 nashnova en 2026-09-16T21:37:28.981Z French Bond Yields Surpass Italy's, ECB TPI Tool in Focus https://www.nashnova.com/feed/special/warshs-hawkish-remarks-trigger-u-s-stock-selloff-as-10-year-treasury-yield-12550 nashnova en 2026-09-16T21:27:25.915Z Warsh's Hawkish Remarks Trigger U.S. Stock Selloff as 10-Year Treasury Yield Breaks Above 5% https://www.nashnova.com/feed/special/trump-demands-the-fed-cut-interest-rates-to-1-percent-or-below-12549 nashnova en 2026-09-16T20:56:50.989Z Trump Demands the Fed Cut Interest Rates to 1% or Below https://www.nashnova.com/feed/special/amazon-signs-2-4b-backup-generator-deal-with-generac-stock-surges-25-percent-12548 nashnova en 2026-09-16T20:53:09.220Z Amazon Signs $2.4B Backup Generator Deal with Generac, Stock Surges 25% After Hours https://www.nashnova.com/feed/special/foreign-holdings-of-u-s-treasuries-fall-to-9-month-low-in-july-12547 nashnova en 2026-09-16T20:52:02.765Z Foreign Holdings of U.S. Treasuries Fall to 9-Month Low in July https://www.nashnova.com/feed/special/citi-ai-continuous-learning-drives-hbm-server-dram-essd-supply-shortages-12546 nashnova en 2026-09-16T20:42:44.374Z Citi: AI Continuous Learning Drives HBM/Server DRAM/eSSD Supply Shortages Extending Through 2031 https://www.nashnova.com/feed/special/crux-ai-a-google-blackstone-cloud-joint-venture-secures-22-billion-bank-loan-to-12545 nashnova en 2026-09-16T20:16:59.738Z Crux AI, a Google-Blackstone Cloud Joint Venture, Secures $22 Billion Bank Loan to Purchase TPU Chips https://www.nashnova.com/feed/special/softbanks-record-1-trillion-retail-bond-issuance-accounts-for-nearly-half-of-12544 nashnova en 2026-09-16T20:12:22.204Z SoftBank's Record ¥1 Trillion Retail Bond Issuance Accounts for Nearly Half of Japan's Corporate Retail Bond Market https://www.nashnova.com/feed/special/waller-again-refuses-to-submit-dot-plot-fed-communication-framework-faces-12543 nashnova en 2026-09-16T19:57:08.742Z Waller Again Refuses to Submit Dot Plot, Fed Communication Framework Faces Scrutiny https://www.nashnova.com/feed/special/gundlach-the-fed-should-raise-rates-by-50-basis-points-not-25-12542 nashnova en 2026-09-16T19:52:00.797Z Gundlach: The Fed Should Raise Rates by 50 Basis Points, Not 25 https://www.nashnova.com/feed/special/ge-vernova-ceo-backlog-to-reach-200-billion-ahead-of-schedule-by-early-2027-12541 nashnova en 2026-09-16T19:47:01.784Z GE Vernova CEO: Backlog to Reach $200 Billion Ahead of Schedule by Early 2027 https://www.nashnova.com/feed/special/boeing-ceo-737-max-production-ramp-up-slower-than-expected-stock-drops-4-5-12540 nashnova en 2026-09-16T19:27:01.076Z Boeing CEO: 737 MAX Production Ramp-Up Slower Than Expected, Stock Drops 4.5% https://www.nashnova.com/feed/special/ubs-warns-u-s-stocks-may-face-historic-volatility-ahead-of-midterm-elections-12539 nashnova en 2026-09-16T19:17:26.783Z UBS Warns: U.S. Stocks May Face Historic Volatility Ahead of Midterm Elections https://www.nashnova.com/feed/special/u-s-diesel-retail-prices-hit-record-highs-as-export-ban-discussions-heat-up-12538 nashnova en 2026-09-16T19:08:22.423Z U.S. Diesel Retail Prices Hit Record Highs as Export Ban Discussions Heat Up https://www.nashnova.com/feed/special/goldman-sachs-ceo-warns-of-fixed-income-weakness-and-rising-costs-stock-falls-12537 nashnova en 2026-09-16T19:07:10.400Z Goldman Sachs CEO Warns of Fixed Income Weakness and Rising Costs, Stock Falls Over 1% https://www.nashnova.com/feed/special/fed-raises-interest-rates-by-25-basis-points-to-3-75-percent-4-percent-12536 nashnova en 2026-09-16T18:06:51.121Z Fed Raises Interest Rates by 25 Basis Points to 3.75%-4% https://www.nashnova.com/feed/special/bmo-the-goldilocks-scenario-is-falling-apart-12535 nashnova en 2026-09-16T17:52:58.904Z BMO: The Goldilocks Scenario Is Falling Apart https://www.nashnova.com/feed/special/former-atlanta-fed-president-theres-a-case-for-front-loading-rate-hikes-12534 nashnova en 2026-09-16T17:51:55.349Z Former Atlanta Fed President: There's a Case for Front-Loading Rate Hikes https://www.nashnova.com/feed/special/bank-of-canada-warns-persistently-high-oil-prices-could-trigger-rate-hikes-12533 nashnova en 2026-09-16T17:43:24.624Z Bank of Canada Warns: Persistently High Oil Prices Could Trigger Rate Hikes https://www.nashnova.com/feed/special/melius-analyst-sees-intel-reaching-200-within-two-years-12532 nashnova en 2026-09-16T17:42:13.142Z Melius Analyst Sees Intel Reaching $200 Within Two Years https://www.nashnova.com/feed/special/ai-agent-security-warnings-ignite-cybersecurity-sector-as-cibr-surges-41-percent-12531 nashnova en 2026-09-16T17:37:48.772Z AI Agent Security Warnings Ignite Cybersecurity Sector as CIBR Surges 41% YTD https://www.nashnova.com/feed/special/turkey-fund-redemption-crisis-msci-warns-of-downgrade-as-over-1-1-billion-flows-12530 nashnova en 2026-09-16T16:47:45.390Z Turkey Fund Redemption Crisis: MSCI Warns of Downgrade as Over $1.1 Billion Flows Out in a Single Day https://www.nashnova.com/feed/special/anthropic-launches-claude-docs-taking-aim-at-microsoft-office-12529 nashnova en 2026-09-16T16:42:01.325Z Anthropic Launches Claude Docs, Taking Aim at Microsoft Office https://www.nashnova.com/feed/special/s-and-p-consumer-discretionary-sector-down-5-2-percent-ytd-fed-rate-hikes-may-12528 nashnova en 2026-09-16T16:17:34.961Z S&P Consumer Discretionary Sector Down 5.2% YTD, Fed Rate Hikes May Add Further Pressure https://www.nashnova.com/feed/special/saudi-east-west-pipeline-expected-to-restore-half-capacity-within-days-full-12527 nashnova en 2026-09-16T16:12:07.854Z Saudi East-West Pipeline Expected to Restore Half Capacity Within Days, Full Recovery Targeted in Six Weeks https://www.nashnova.com/feed/special/indias-nse-ipo-anchor-allocation-raises-703m-with-goldman-sachs-temasek-gic-12526 nashnova en 2026-09-16T16:07:06.649Z India's NSE IPO Anchor Allocation Raises $703M with Goldman Sachs, Temasek GIC Among Participants https://www.nashnova.com/feed/special/hsbc-predicts-only-two-fed-rate-hikes-this-cycle-the-shallowest-since-1997-12525 nashnova en 2026-09-16T15:47:11.174Z HSBC Predicts Only Two Fed Rate Hikes This Cycle, the Shallowest Since 1997 https://www.nashnova.com/feed/special/shell-equinor-warn-energy-market-buffers-are-weakening-12524 nashnova en 2026-09-16T15:23:07.724Z Shell, Equinor Warn: Energy Market Buffers Are Weakening https://www.nashnova.com/feed/special/ecbs-pereira-inflation-diffusion-has-not-reached-2022-levels-closely-monitoring-12523 nashnova en 2026-09-16T15:21:56.184Z ECB's Pereira: Inflation Diffusion Has Not Reached 2022 Levels, Closely Monitoring Natural Gas Prices https://www.nashnova.com/feed/special/socgen-warshs-hawkish-signals-may-drive-continued-dollar-rally-12522 nashnova en 2026-09-16T15:17:10.753Z SocGen: Warsh's Hawkish Signals May Drive Continued Dollar Rally https://www.nashnova.com/feed/special/morgan-stanley-nvidias-rubin-platform-drives-166-percent-increase-in-mlcc-value-12521 nashnova en 2026-09-16T15:08:40.623Z Morgan Stanley: NVIDIA's Rubin Platform Drives 166% Increase in MLCC Value Per Rack, Market to Reach $44.5B by 2031 https://www.nashnova.com/feed/special/u-s-september-homebuilder-confidence-index-drops-to-32-hitting-over-two-year-low-12520 nashnova en 2026-09-16T15:07:12.912Z U.S. September Homebuilder Confidence Index Drops to 32, Hitting Over Two-Year Low https://www.nashnova.com/feed/special/iran-wins-vote-at-iaea-general-conference-deepening-u-s-iran-nuclear-diplomacy-12519 nashnova en 2026-09-16T15:00:51.721Z Iran Wins Vote at IAEA General Conference, Deepening U.S.-Iran Nuclear Diplomacy Deadlock https://www.nashnova.com/feed/special/u-s-house-passes-resolution-limiting-war-authorization-against-iran-for-the-12518 nashnova en 2026-09-16T14:59:40.811Z U.S. House Passes Resolution Limiting War Authorization Against Iran for the Third Time https://www.nashnova.com/feed/special/u-s-july-business-inventories-rise-0-8-percent-mom-beating-expectations-12517 nashnova en 2026-09-16T14:58:20.110Z U.S. July Business Inventories Rise 0.8% MoM, Beating Expectations https://www.nashnova.com/feed/special/sec-moves-to-abolish-shareholder-proxy-proposal-rule-12516 nashnova en 2026-09-16T14:57:06.173Z SEC Moves to Abolish Shareholder Proxy Proposal Rule https://www.nashnova.com/feed/special/u-s-crude-output-hits-record-high-wti-pressured-below-103-12515 nashnova en 2026-09-16T14:47:19.400Z U.S. Crude Output Hits Record High, WTI Pressured Below $103 https://www.nashnova.com/feed/special/openai-launches-advertiser-sponsored-agents-and-expands-chatgpt-ad-tools-12514 nashnova en 2026-09-16T14:37:01.966Z OpenAI Launches Advertiser-Sponsored Agents and Expands ChatGPT Ad Tools https://www.nashnova.com/feed/special/li-auto-launches-flagship-suv-i9-priced-at-369-800-yuan-12513 nashnova en 2026-09-16T14:11:56.287Z Li Auto Launches Flagship SUV i9, Priced at 369,800 Yuan https://www.nashnova.com/feed/special/byd-may-join-ceo-delegation-accompanying-xi-jinping-to-u-s-for-china-u-s-summit-12512 nashnova en 2026-09-16T14:07:21.663Z BYD May Join CEO Delegation Accompanying Xi Jinping to U.S. for China-U.S. Summit https://www.nashnova.com/feed/special/openai-project-lily-exposed-contractors-can-access-users-chat-histories-12511 nashnova en 2026-09-16T13:47:18.980Z OpenAI "Project Lily" Exposed: Contractors Can Access Users' Chat Histories https://www.nashnova.com/feed/special/investors-approached-for-new-openai-funding-round-at-1-2-trillion-valuation-12510 nashnova en 2026-09-16T13:28:14.772Z Investors Approached for New OpenAI Funding Round at $1.2 Trillion Valuation https://www.nashnova.com/feed/special/winbond-acquires-infineons-nor-flash-and-f-ram-business-for-1-12-billion-12509 nashnova en 2026-09-16T13:27:02.156Z Winbond Acquires Infineon's NOR Flash and F-RAM Business for $1.12 Billion https://www.nashnova.com/feed/special/s-and-p-500-q3-earnings-expected-to-grow-across-all-sectors-as-ai-spending-12508 nashnova en 2026-09-16T13:17:44.579Z S&P 500 Q3 Earnings Expected to Grow Across All Sectors as AI Spending Dividends Spread Industry-Wide https://www.nashnova.com/feed/special/socgen-strategist-abnormal-widening-in-refined-product-spreads-may-force-the-fed-12507 nashnova en 2026-09-16T13:13:50.561Z SocGen Strategist: Abnormal Widening in Refined Product Spreads May Force the Fed into Aggressive Rate Hikes https://www.nashnova.com/feed/special/apple-plans-return-to-server-market-in-talks-to-adopt-nvidia-interconnect-12506 nashnova en 2026-09-16T13:12:29.986Z Apple Plans Return to Server Market, in Talks to Adopt NVIDIA Interconnect Technology https://www.nashnova.com/feed/special/hedge-funds-ramped-up-short-bets-on-consumer-stocks-in-august-alphabet-turned-12505 nashnova en 2026-09-16T13:07:52.115Z Hedge Funds Ramped Up Short Bets on Consumer Stocks in August; Alphabet Turned Net Short for the First Time https://www.nashnova.com/feed/special/yardeni-cuts-s-and-p-500-target-to-7-900-12504 nashnova en 2026-09-16T12:59:11.685Z Yardeni Cuts S&P 500 Target to 7,900 https://www.nashnova.com/feed/special/circle-partners-with-blackrock-and-other-wall-street-institutions-to-launch-arc-12503 nashnova en 2026-09-16T12:58:06.254Z Circle Partners with BlackRock and Other Wall Street Institutions to Launch Arc Blockchain https://www.nashnova.com/feed/special/novo-nordisk-partners-with-anthropic-using-claude-to-accelerate-drug-discovery-12502 nashnova en 2026-09-16T12:56:58.545Z Novo Nordisk Partners with Anthropic, Using Claude to Accelerate Drug Discovery https://www.nashnova.com/feed/special/u-s-august-export-prices-unexpectedly-rise-0-6-percent-import-price-gains-exceed-12501 nashnova en 2026-09-16T12:41:49.161Z U.S. August Export Prices Unexpectedly Rise 0.6%, Import Price Gains Exceed Expectations https://www.nashnova.com/feed/special/trump-restricts-foreign-grid-equipment-u-s-clean-energy-projects-face-delays-or-12500 nashnova en 2026-09-16T12:38:02.669Z Trump Restricts Foreign Grid Equipment, U.S. Clean Energy Projects Face Delays or Cancellations https://www.nashnova.com/feed/special/u-s-august-retail-sales-rise-1-2-percent-mom-beating-expectations-12499 nashnova en 2026-09-16T12:36:53.227Z U.S. August Retail Sales Rise 1.2% MoM, Beating Expectations https://www.nashnova.com/feed/special/asian-refiners-rush-to-secure-cargoes-as-persian-gulf-spot-premiums-surge-to-38-12498 nashnova en 2026-09-16T12:34:32.050Z Asian Refiners Rush to Secure Cargoes as Persian Gulf Spot Premiums Surge to $38/Barrel https://www.nashnova.com/feed/special/google-and-nvidia-team-up-to-form-data-center-flexible-power-alliance-12497 nashnova en 2026-09-16T12:33:16.183Z Google and Nvidia Team Up to Form Data Center Flexible Power Alliance https://www.nashnova.com/feed/special/montage-semiconductor-lockup-expiry-looms-as-china-ai-chip-stocks-face-selling-12496 nashnova en 2026-09-16T12:32:05.926Z Montage Semiconductor Lockup Expiry Looms as China AI Chip Stocks Face Selling Pressure Test https://www.nashnova.com/feed/special/6-million-unusual-deep-in-the-money-vix-options-bet-emerges-ahead-of-fed-rate-12495 nashnova en 2026-09-16T12:27:20.500Z $6 Million Unusual Deep In-the-Money VIX Options Bet Emerges Ahead of Fed Rate Decision https://www.nashnova.com/feed/special/58-com-groups-full-disposal-of-onewo-shares-violates-hkex-director-dealing-rules-12494 nashnova en 2026-09-16T12:17:45.697Z 58.com Group's Full Disposal of Onewo Shares Violates HKEX Director Dealing Rules; Yao Jinbo Claims "Unintentional Mistake" https://www.nashnova.com/feed/special/cicc-u-s-treasury-yields-losing-anchor-role-in-pricing-dovish-rate-hikes-have-12493 nashnova en 2026-09-16T12:12:49.092Z CICC: U.S. Treasury Yields Losing Anchor Role in Pricing, Dovish Rate Hikes Have Only Short-Lived Impact on HK Stocks https://www.nashnova.com/zh/feed/special/zhang-yidong-september-is-a-good-time-to-position-in-chinese-assets-stock-market-12588 nashnova zh-cn 2026-09-17T05:52:40.637Z 张忆东:9月是布局中国资产好时机,两三周内股市有望转机 https://www.nashnova.com/zh/feed/special/rate-hikes-weigh-on-hong-kong-property-stocks-hang-seng-properties-sub-index-12587 nashnova zh-cn 2026-09-17T04:57:19.821Z 加息压制香港地产股,恒生地产分类指数跌2.4% https://www.nashnova.com/zh/feed/special/20-chinese-osat-firms-advance-in-advanced-packaging-bypassing-euv-restrictions-12586 nashnova zh-cn 2026-09-17T04:34:21.825Z 中国20家封测厂商推进先进封装,绕开EUV管制 https://www.nashnova.com/zh/feed/special/huawei-connect-2026-unveils-11-ai-chips-ascend-960-super-node-first-to-adopt-12585 nashnova zh-cn 2026-09-17T04:32:47.668Z 华为Connect 2026发布11款AI芯片,昇腾960超节点首采近封装光学 https://www.nashnova.com/zh/feed/special/jpmorgan-central-banks-like-the-fed-may-raise-rates-faster-and-more-aggressively-12584 nashnova zh-cn 2026-09-17T04:29:05.020Z 摩根大通:美联储等央行或比预期更快更大幅加息 https://www.nashnova.com/zh/feed/special/nebius-raises-prices-by-20-percent-for-the-second-time-this-year-signaling-a-12583 nashnova zh-cn 2026-09-17T04:27:37.779Z Nebius年内二度提价20%,GPU云算力供给侧议价权反转 https://www.nashnova.com/zh/feed/special/chinas-top-three-lcd-makers-issue-first-written-price-hike-notices-taiwanese-12582 nashnova zh-cn 2026-09-17T04:13:50.147Z 中国LCD三巨头首发书面涨价通知,台湾面板商加速退出 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https://www.nashnova.com/zh/feed/special/chinese-academy-of-sciences-explores-duv-route-to-achieve-3nm-gaa-process-12576 nashnova zh-cn 2026-09-17T02:17:24.163Z 中国科学院探索DUV路线实现3nm GAA制程,绕开EUV管制 https://www.nashnova.com/zh/feed/special/hong-kong-stocks-open-lower-hang-seng-index-falls-0-94-percent-weichai-power-12575 nashnova zh-cn 2026-09-17T01:52:23.766Z 港股低开:恒指跌0.94%,潍柴动力涨逾10%,科网股普跌 https://www.nashnova.com/zh/feed/special/goldman-sachs-ai-power-demand-equivalent-to-building-another-japan-supply-12574 nashnova zh-cn 2026-09-17T01:32:50.309Z 高盛:AI电力需求相当于再造一个日本,供给受制于七大瓶颈 https://www.nashnova.com/zh/feed/special/berkshire-considers-raising-stake-in-japans-five-major-trading-houses-ownership-12573 nashnova zh-cn 2026-09-17T00:53:04.541Z 伯克希尔考虑增持日本五大商社,持股上限或升至15% https://www.nashnova.com/zh/feed/special/trump-signs-order-banning-u-s-government-procurement-of-canadian-goods-12572 nashnova zh-cn 2026-09-17T00:52:02.510Z 特朗普签令禁止美国政府采购加拿大商品 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https://www.nashnova.com/zh/feed/special/hkma-follows-fed-with-25-basis-point-rate-hike-to-4-25-percent-12561 nashnova zh-cn 2026-09-16T23:11:44.829Z 香港金管局跟随美联储加息25基点至4.25% https://www.nashnova.com/zh/feed/special/geopolitical-premium-narrows-amid-weak-inventories-crude-oil-drops-over-4-12560 nashnova zh-cn 2026-09-16T23:08:50.136Z 地缘溢价收窄叠加库存偏弱,原油盘中跌超4% https://www.nashnova.com/zh/feed/special/arm-ceo-growing-confidence-in-achieving-2-billion-revenue-target-for-agi-cpus-12559 nashnova zh-cn 2026-09-16T23:07:10.078Z Arm CEO:对AGI CPU实现20亿美元营收目标信心持续增强 https://www.nashnova.com/zh/feed/special/jpmorgan-asset-management-long-end-treasuries-have-reached-maximum-pain-point-12558 nashnova zh-cn 2026-09-16T22:57:09.547Z 小摩资管:长端美债已至"最大痛点",开始买入 https://www.nashnova.com/zh/feed/special/openai-officially-confirms-altman-will-attend-trump-xi-state-dinner-12557 nashnova zh-cn 2026-09-16T22:48:36.798Z OpenAI官方确认阿尔特曼将出席特习国宴 https://www.nashnova.com/zh/feed/special/salesforce-sets-fy2030-revenue-target-above-63-billion-exceeding-analyst-12556 nashnova zh-cn 2026-09-16T22:47:27.168Z Salesforce发布2030财年营收目标逾630亿美元,超分析师预期 https://www.nashnova.com/zh/feed/special/tether-provides-approximately-1-5-billion-in-financing-to-u-s-gold-dealer-12555 nashnova zh-cn 2026-09-16T22:43:28.277Z Tether向美国黄金交易商提供约15亿美元融资 https://www.nashnova.com/zh/feed/special/u-s-house-passes-russia-sanctions-bill-authorizing-trump-to-impose-100-percent-12554 nashnova zh-cn 2026-09-16T22:42:12.027Z 美国众议院通过对俄制裁法案,授权特朗普加征百分百关税 https://www.nashnova.com/zh/feed/special/openai-discloses-six-ai-safety-incidents-and-establishes-mandatory-disclosure-12553 nashnova zh-cn 2026-09-16T22:08:40.426Z OpenAI披露六起AI安全事故并建立强制披露机制 https://www.nashnova.com/zh/feed/special/judge-orders-google-to-appoint-antitrust-compliance-officer-ad-tech-business-12552 nashnova zh-cn 2026-09-16T22:07:27.088Z 法官要求谷歌任命反垄断合规官,广告技术业务无需拆分 https://www.nashnova.com/zh/feed/special/french-bond-yields-surpass-italys-ecb-tpi-tool-in-focus-12551 nashnova zh-cn 2026-09-16T21:37:28.981Z 法国国债收益率超越意大利,欧洲央行TPI工具受关注 https://www.nashnova.com/zh/feed/special/warshs-hawkish-remarks-trigger-u-s-stock-selloff-as-10-year-treasury-yield-12550 nashnova zh-cn 2026-09-16T21:27:25.915Z 沃什鹰派表态引发美股抛售,10年期美债收益率升破5% https://www.nashnova.com/zh/feed/special/trump-demands-the-fed-cut-interest-rates-to-1-percent-or-below-12549 nashnova zh-cn 2026-09-16T20:56:50.989Z 特朗普要求美联储将利率降至1%或以下 https://www.nashnova.com/zh/feed/special/amazon-signs-2-4b-backup-generator-deal-with-generac-stock-surges-25-percent-12548 nashnova zh-cn 2026-09-16T20:53:09.220Z 亚马逊与Generac签24亿美元备用发电机协议,股价盘后涨25% https://www.nashnova.com/zh/feed/special/foreign-holdings-of-u-s-treasuries-fall-to-9-month-low-in-july-12547 nashnova zh-cn 2026-09-16T20:52:02.765Z 7月外国持有美债降至9个月低点 https://www.nashnova.com/zh/feed/special/citi-ai-continuous-learning-drives-hbm-server-dram-essd-supply-shortages-12546 nashnova zh-cn 2026-09-16T20:42:44.374Z 花旗:AI持续学习驱动HBM/服务器DRAM/eSSD需求短缺延续至2031年 https://www.nashnova.com/zh/feed/special/crux-ai-a-google-blackstone-cloud-joint-venture-secures-22-billion-bank-loan-to-12545 nashnova zh-cn 2026-09-16T20:16:59.738Z 谷歌与黑石合资云公司Crux AI获220亿美元银行贷款采购TPU芯片 https://www.nashnova.com/zh/feed/special/softbanks-record-1-trillion-retail-bond-issuance-accounts-for-nearly-half-of-12544 nashnova zh-cn 2026-09-16T20:12:22.204Z 软银创纪录1万亿日元零售债券发行,占日本企业零售债近半 https://www.nashnova.com/zh/feed/special/waller-again-refuses-to-submit-dot-plot-fed-communication-framework-faces-12543 nashnova zh-cn 2026-09-16T19:57:08.742Z 沃什再次拒交点阵图,美联储通讯机制面临审查 https://www.nashnova.com/zh/feed/special/gundlach-the-fed-should-raise-rates-by-50-basis-points-not-25-12542 nashnova zh-cn 2026-09-16T19:52:00.797Z 冈拉克:美联储应加息50基点而非25基点 https://www.nashnova.com/zh/feed/special/ge-vernova-ceo-backlog-to-reach-200-billion-ahead-of-schedule-by-early-2027-12541 nashnova zh-cn 2026-09-16T19:47:01.784Z GE Vernova CEO:积压订单将于2027年初提前达2000亿美元 https://www.nashnova.com/zh/feed/special/boeing-ceo-737-max-production-ramp-up-slower-than-expected-stock-drops-4-5-12540 nashnova zh-cn 2026-09-16T19:27:01.076Z 波音CEO:737 MAX稳产进度慢于预期,股价跌4.5% https://www.nashnova.com/zh/feed/special/ubs-warns-u-s-stocks-may-face-historic-volatility-ahead-of-midterm-elections-12539 nashnova zh-cn 2026-09-16T19:17:26.783Z 瑞银警告:中期选举前美股或迎历史性波动 https://www.nashnova.com/zh/feed/special/u-s-diesel-retail-prices-hit-record-highs-as-export-ban-discussions-heat-up-12538 nashnova zh-cn 2026-09-16T19:08:22.423Z 美国柴油零售价创历史新高,出口禁令讨论升温 https://www.nashnova.com/zh/feed/special/goldman-sachs-ceo-warns-of-fixed-income-weakness-and-rising-costs-stock-falls-12537 nashnova zh-cn 2026-09-16T19:07:10.400Z 高盛CEO警告固定收益疲软、成本上升,股价跌逾1% https://www.nashnova.com/zh/feed/special/fed-raises-interest-rates-by-25-basis-points-to-3-75-percent-4-percent-12536 nashnova zh-cn 2026-09-16T18:06:51.121Z 美联储加息25基点至3.75%-4% https://www.nashnova.com/zh/feed/special/bmo-the-goldilocks-scenario-is-falling-apart-12535 nashnova zh-cn 2026-09-16T17:52:58.904Z 蒙特利尔银行:金发女孩情景正在瓦解 https://www.nashnova.com/zh/feed/special/former-atlanta-fed-president-theres-a-case-for-front-loading-rate-hikes-12534 nashnova zh-cn 2026-09-16T17:51:55.349Z 前亚特兰大联储主席:有理由支持前置加息 https://www.nashnova.com/zh/feed/special/bank-of-canada-warns-persistently-high-oil-prices-could-trigger-rate-hikes-12533 nashnova zh-cn 2026-09-16T17:43:24.624Z 加拿大央行警告:油价持续高企或触发加息 https://www.nashnova.com/zh/feed/special/melius-analyst-sees-intel-reaching-200-within-two-years-12532 nashnova zh-cn 2026-09-16T17:42:13.142Z Melius分析师看英特尔两年内涨至200美元 https://www.nashnova.com/zh/feed/special/ai-agent-security-warnings-ignite-cybersecurity-sector-as-cibr-surges-41-percent-12531 nashnova zh-cn 2026-09-16T17:37:48.772Z AI代理安全警告引爆网络安全板块,CIBR年内涨幅达41% https://www.nashnova.com/zh/feed/special/turkey-fund-redemption-crisis-msci-warns-of-downgrade-as-over-1-1-billion-flows-12530 nashnova zh-cn 2026-09-16T16:47:45.390Z 土耳其基金赎回危机:MSCI警告降级,资金单日流出逾11亿美元 https://www.nashnova.com/zh/feed/special/anthropic-launches-claude-docs-taking-aim-at-microsoft-office-12529 nashnova zh-cn 2026-09-16T16:42:01.325Z Anthropic推出Claude Docs,剑指微软Office https://www.nashnova.com/zh/feed/special/s-and-p-consumer-discretionary-sector-down-5-2-percent-ytd-fed-rate-hikes-may-12528 nashnova zh-cn 2026-09-16T16:17:34.961Z 标普消费板块年内跌5.2%,美联储加息或加剧压力 https://www.nashnova.com/zh/feed/special/saudi-east-west-pipeline-expected-to-restore-half-capacity-within-days-full-12527 nashnova zh-cn 2026-09-16T16:12:07.854Z 沙特东西管道数日内望恢复半数运力,六周内目标全面复产 https://www.nashnova.com/zh/feed/special/indias-nse-ipo-anchor-allocation-raises-703m-with-goldman-sachs-temasek-gic-12526 nashnova zh-cn 2026-09-16T16:07:06.649Z 印度NSE IPO锚定认购7.03亿美元,高盛、淡马锡GIC等参与 https://www.nashnova.com/zh/feed/special/hsbc-predicts-only-two-fed-rate-hikes-this-cycle-the-shallowest-since-1997-12525 nashnova zh-cn 2026-09-16T15:47:11.174Z 汇丰预测美联储本轮加息仅两次,为1997年以来最浅周期 https://www.nashnova.com/zh/feed/special/shell-equinor-warn-energy-market-buffers-are-weakening-12524 nashnova zh-cn 2026-09-16T15:23:07.724Z 壳牌、挪威国家石油警告:能源市场缓冲机制正在弱化 https://www.nashnova.com/zh/feed/special/ecbs-pereira-inflation-diffusion-has-not-reached-2022-levels-closely-monitoring-12523 nashnova zh-cn 2026-09-16T15:21:56.184Z 欧洲央行佩雷拉:通胀扩散未及2022年,密切关注天然气价格 https://www.nashnova.com/zh/feed/special/socgen-warshs-hawkish-signals-may-drive-continued-dollar-rally-12522 nashnova zh-cn 2026-09-16T15:17:10.753Z 法兴:沃什鹰派信号或推动美元延续涨势 https://www.nashnova.com/zh/feed/special/morgan-stanley-nvidias-rubin-platform-drives-166-percent-increase-in-mlcc-value-12521 nashnova zh-cn 2026-09-16T15:08:40.623Z 大摩:英伟达Rubin平台推动MLCC单机架价值量增166%,2031年市场规模达445亿美元 https://www.nashnova.com/zh/feed/special/u-s-september-homebuilder-confidence-index-drops-to-32-hitting-over-two-year-low-12520 nashnova zh-cn 2026-09-16T15:07:12.912Z 美国9月住宅建筑商信心指数降至32 创逾两年新低 https://www.nashnova.com/zh/feed/special/iran-wins-vote-at-iaea-general-conference-deepening-u-s-iran-nuclear-diplomacy-12519 nashnova zh-cn 2026-09-16T15:00:51.721Z 伊朗在国际原子能机构大会投票中胜出,美伊核外交僵局加深 https://www.nashnova.com/zh/feed/special/u-s-house-passes-resolution-limiting-war-authorization-against-iran-for-the-12518 nashnova zh-cn 2026-09-16T14:59:40.811Z 美国众议院第三次通过限制对伊战争授权决议 https://www.nashnova.com/zh/feed/special/u-s-july-business-inventories-rise-0-8-percent-mom-beating-expectations-12517 nashnova zh-cn 2026-09-16T14:58:20.110Z 美国7月商业库存环比增0.8%,超预期 https://www.nashnova.com/zh/feed/special/sec-moves-to-abolish-shareholder-proxy-proposal-rule-12516 nashnova zh-cn 2026-09-16T14:57:06.173Z 美国证监会拟废除股东代理提案规则 https://www.nashnova.com/zh/feed/special/u-s-crude-output-hits-record-high-wti-pressured-below-103-12515 nashnova zh-cn 2026-09-16T14:47:19.400Z 美国原油产量创历史新高,WTI承压于103美元 https://www.nashnova.com/zh/feed/special/openai-launches-advertiser-sponsored-agents-and-expands-chatgpt-ad-tools-12514 nashnova zh-cn 2026-09-16T14:37:01.966Z OpenAI推出广告主赞助Agent并扩展ChatGPT广告工具 https://www.nashnova.com/zh/feed/special/li-auto-launches-flagship-suv-i9-priced-at-369-800-yuan-12513 nashnova zh-cn 2026-09-16T14:11:56.287Z 理想汽车发布旗舰SUV i9,售价36.98万元 https://www.nashnova.com/zh/feed/special/byd-may-join-ceo-delegation-accompanying-xi-jinping-to-u-s-for-china-u-s-summit-12512 nashnova zh-cn 2026-09-16T14:07:21.663Z 比亚迪或随习近平赴美出席中美峰会CEO代表团 https://www.nashnova.com/zh/feed/special/openai-project-lily-exposed-contractors-can-access-users-chat-histories-12511 nashnova zh-cn 2026-09-16T13:47:18.980Z OpenAI"Lily计划"曝光:外包人员可读取用户聊天记录 https://www.nashnova.com/zh/feed/special/investors-approached-for-new-openai-funding-round-at-1-2-trillion-valuation-12510 nashnova zh-cn 2026-09-16T13:28:14.772Z 投资者接触OpenAI拟新融资,估值报价1.2万亿美元 https://www.nashnova.com/zh/feed/special/winbond-acquires-infineons-nor-flash-and-f-ram-business-for-1-12-billion-12509 nashnova zh-cn 2026-09-16T13:27:02.156Z 华邦电子11.2亿美元收购英飞凌NOR Flash及F-RAM业务 https://www.nashnova.com/zh/feed/special/s-and-p-500-q3-earnings-expected-to-grow-across-all-sectors-as-ai-spending-12508 nashnova zh-cn 2026-09-16T13:17:44.579Z 标普500各板块Q3盈利料全面增长,AI支出红利向全行业扩散 https://www.nashnova.com/zh/feed/special/socgen-strategist-abnormal-widening-in-refined-product-spreads-may-force-the-fed-12507 nashnova zh-cn 2026-09-16T13:13:50.561Z 法兴策略师:油品价差异常扩大,美联储或被迫激进加息 https://www.nashnova.com/zh/feed/special/apple-plans-return-to-server-market-in-talks-to-adopt-nvidia-interconnect-12506 nashnova zh-cn 2026-09-16T13:12:29.986Z 苹果拟重返服务器市场,洽谈采用英伟达互联技术 https://www.nashnova.com/zh/feed/special/hedge-funds-ramped-up-short-bets-on-consumer-stocks-in-august-alphabet-turned-12505 nashnova zh-cn 2026-09-16T13:07:52.115Z 对冲基金8月加码做空消费股,Alphabet首次遭净空头 https://www.nashnova.com/zh/feed/special/yardeni-cuts-s-and-p-500-target-to-7-900-12504 nashnova zh-cn 2026-09-16T12:59:11.685Z 亚德尼下调标普500目标价至7900点 https://www.nashnova.com/zh/feed/special/circle-partners-with-blackrock-and-other-wall-street-institutions-to-launch-arc-12503 nashnova zh-cn 2026-09-16T12:58:06.254Z Circle联合贝莱德等华尔街机构发布Arc区块链 https://www.nashnova.com/zh/feed/special/novo-nordisk-partners-with-anthropic-using-claude-to-accelerate-drug-discovery-12502 nashnova zh-cn 2026-09-16T12:56:58.545Z 诺和诺德与Anthropic合作,用Claude加速新药研发 https://www.nashnova.com/zh/feed/special/u-s-august-export-prices-unexpectedly-rise-0-6-percent-import-price-gains-exceed-12501 nashnova zh-cn 2026-09-16T12:41:49.161Z 美国8月出口价格意外上涨0.6%,进口价格涨幅超预期 https://www.nashnova.com/zh/feed/special/trump-restricts-foreign-grid-equipment-u-s-clean-energy-projects-face-delays-or-12500 nashnova zh-cn 2026-09-16T12:38:02.669Z 特朗普限制外国电网设备,美国清洁能源项目面临延误或取消 https://www.nashnova.com/zh/feed/special/u-s-august-retail-sales-rise-1-2-percent-mom-beating-expectations-12499 nashnova zh-cn 2026-09-16T12:36:53.227Z 美国8月零售销售环比增1.2%,超预期 https://www.nashnova.com/zh/feed/special/asian-refiners-rush-to-secure-cargoes-as-persian-gulf-spot-premiums-surge-to-38-12498 nashnova zh-cn 2026-09-16T12:34:32.050Z 亚洲炼厂提前抢购,波斯湾现货升水飙至38美元/桶 https://www.nashnova.com/zh/feed/special/google-and-nvidia-team-up-to-form-data-center-flexible-power-alliance-12497 nashnova zh-cn 2026-09-16T12:33:16.183Z 谷歌、英伟达联手组建数据中心灵活用电联盟 https://www.nashnova.com/zh/feed/special/montage-semiconductor-lockup-expiry-looms-as-china-ai-chip-stocks-face-selling-12496 nashnova zh-cn 2026-09-16T12:32:05.926Z 摩芯半导体解禁在即,中国AI芯片股面临抛压考验 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https://www.nashnova.com/zh/feed/special/10-ai-ai-12489 nashnova zh-cn 2026-09-16T11:33:17.898Z 韩国砸10亿美元推物理AI制造,拟打造可出口"AI工厂" https://www.nashnova.com/zh-hant/feed/special/zhang-yidong-september-is-a-good-time-to-position-in-chinese-assets-stock-market-12588 nashnova zh-tw 2026-09-17T05:52:40.637Z 張憶東:9月是佈局中國資產好時機,兩三週內股市有望轉機 https://www.nashnova.com/zh-hant/feed/special/rate-hikes-weigh-on-hong-kong-property-stocks-hang-seng-properties-sub-index-12587 nashnova zh-tw 2026-09-17T04:57:19.821Z 加息壓制香港地產股,恒生地產分類指數跌2.4% https://www.nashnova.com/zh-hant/feed/special/20-chinese-osat-firms-advance-in-advanced-packaging-bypassing-euv-restrictions-12586 nashnova zh-tw 2026-09-17T04:34:21.825Z 中國20家封測廠商推進先進封裝,繞開EUV管制 https://www.nashnova.com/zh-hant/feed/special/huawei-connect-2026-unveils-11-ai-chips-ascend-960-super-node-first-to-adopt-12585 nashnova zh-tw 2026-09-17T04:32:47.668Z 華為Connect 2026發布11款AI晶片,昇騰960超節點首採近封裝光學 https://www.nashnova.com/zh-hant/feed/special/jpmorgan-central-banks-like-the-fed-may-raise-rates-faster-and-more-aggressively-12584 nashnova zh-tw 2026-09-17T04:29:05.020Z 摩根大通:美聯儲等央行或比預期更快更大幅加息 https://www.nashnova.com/zh-hant/feed/special/nebius-raises-prices-by-20-percent-for-the-second-time-this-year-signaling-a-12583 nashnova zh-tw 2026-09-17T04:27:37.779Z Nebius年內二度提價20%,GPU雲算力供給側議價權反轉 https://www.nashnova.com/zh-hant/feed/special/chinas-top-three-lcd-makers-issue-first-written-price-hike-notices-taiwanese-12582 nashnova zh-tw 2026-09-17T04:13:50.147Z 中國LCD三巨頭首發書面漲價通知,台灣面板商加速退出 https://www.nashnova.com/zh-hant/feed/special/samsungs-texas-fab-begins-trial-production-of-tesla-ai5-chips-12581 nashnova zh-tw 2026-09-17T04:12:38.070Z 三星德州工廠啟動特斯拉AI5晶片試產 https://www.nashnova.com/zh-hant/feed/special/japanese-business-leaders-collectively-call-for-stronger-yen-even-export-12580 nashnova zh-tw 2026-09-17T03:22:15.585Z 日本企業界集體呼籲日圓升值,連出口受益方也發聲 https://www.nashnova.com/zh-hant/feed/special/bernstein-texas-grids-8-gw-baseload-allocation-fully-assigned-miners-competitive-12579 nashnova zh-tw 2026-09-17T03:12:49.182Z 伯恩斯坦:德州電網8吉瓦基荷分配完畢,礦商轉型AI基建競爭地位強化 https://www.nashnova.com/zh-hant/feed/special/anthropic-accuses-7-chinese-ai-labs-of-distilling-claude-experts-say-its-nearly-12578 nashnova zh-tw 2026-09-17T02:22:26.200Z Anthropic指控7家中國AI實驗室蒸餾Claude,專家稱防不勝防 https://www.nashnova.com/zh-hant/feed/special/google-may-adopt-cowos-packaging-as-backup-for-2027-tpu-12577 nashnova zh-tw 2026-09-17T02:18:27.006Z 谷歌2027年TPU或引入CoWoS封裝備選方案 https://www.nashnova.com/zh-hant/feed/special/chinese-academy-of-sciences-explores-duv-route-to-achieve-3nm-gaa-process-12576 nashnova zh-tw 2026-09-17T02:17:24.163Z 中國科學院探索DUV路線實現3nm GAA製程,繞開EUV管制 https://www.nashnova.com/zh-hant/feed/special/hong-kong-stocks-open-lower-hang-seng-index-falls-0-94-percent-weichai-power-12575 nashnova zh-tw 2026-09-17T01:52:23.766Z 港股低開:恒指跌0.94%,濰柴動力漲逾10%,科網股普跌 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-ai-power-demand-equivalent-to-building-another-japan-supply-12574 nashnova zh-tw 2026-09-17T01:32:50.309Z 高盛:AI電力需求相當於再造一個日本,供給受制於七大瓶頸 https://www.nashnova.com/zh-hant/feed/special/berkshire-considers-raising-stake-in-japans-five-major-trading-houses-ownership-12573 nashnova zh-tw 2026-09-17T00:53:04.541Z 伯克希爾考慮增持日本五大商社,持股上限或升至15% https://www.nashnova.com/zh-hant/feed/special/trump-signs-order-banning-u-s-government-procurement-of-canadian-goods-12572 nashnova zh-tw 2026-09-17T00:52:02.510Z 特朗普簽令禁止美國政府採購加拿大商品 https://www.nashnova.com/zh-hant/feed/special/warshs-hawkish-stance-confirmed-ubs-the-reaction-function-has-fundamentally-12571 nashnova zh-tw 2026-09-17T00:37:37.724Z 沃什鷹派立場確立,瑞銀:反應函數已實質性轉變 https://www.nashnova.com/zh-hant/feed/special/trump-threatens-heavy-tariffs-on-eu-calls-potential-canada-eu-membership-a-12570 nashnova zh-tw 2026-09-17T00:27:12.821Z 特朗普威脅對歐盟加徵重稅,稱加拿大入歐或為「敵對行為」 https://www.nashnova.com/zh-hant/feed/special/apollo-warns-rising-credit-risk-for-cloud-giants-as-cds-spreads-widen-to-60-12569 nashnova zh-tw 2026-09-17T00:18:01.754Z Apollo警告:雲端運算巨頭信用風險上升,CDS利差擴至60基點 https://www.nashnova.com/zh-hant/feed/special/takaichi-sanaes-cabinet-reshuffle-signals-policy-continuity-12568 nashnova zh-tw 2026-09-17T00:16:48.517Z 高市早苗內閣改組釋放政策延續信號 https://www.nashnova.com/zh-hant/feed/special/catl-enters-european-heavy-duty-truck-battery-market-directly-competing-with-12567 nashnova zh-tw 2026-09-17T00:15:43.956Z 寧德時代進軍歐洲重卡電池市場,直面特斯拉Semi競爭 https://www.nashnova.com/zh-hant/feed/special/trump-to-meet-gulf-state-leaders-to-discuss-post-war-iran-strategy-12566 nashnova zh-tw 2026-09-17T00:14:26.183Z 特朗普將與海灣國家領導人會談伊朗戰後策略 https://www.nashnova.com/zh-hant/feed/special/white-house-power-struggle-bessent-and-others-push-trump-to-tighten-ai-12565 nashnova zh-tw 2026-09-17T00:13:31.856Z 白宮內部博弈:貝森特等人推動特朗普收緊AI監管 https://www.nashnova.com/zh-hant/feed/special/fed-rate-hikes-drive-up-ai-financing-costs-hitting-small-computing-companies-12564 nashnova zh-tw 2026-09-17T00:12:20.429Z 美聯儲加息令AI融資成本上升,小型算力公司首當其衝 https://www.nashnova.com/zh-hant/feed/special/asian-fx-under-pressure-after-fed-rate-hike-yen-focus-shifts-to-boj-12563 nashnova zh-tw 2026-09-17T00:02:17.797Z 美聯儲加息後亞洲外匯承壓,日元走勢聚焦日本央行 https://www.nashnova.com/zh-hant/feed/special/holtec-withdraws-900m-nuclear-ipo-as-ai-sector-sentiment-drags-down-nuclear-12562 nashnova zh-tw 2026-09-16T23:32:01.980Z Holtec撤回9億美元核能IPO,AI板塊情緒拖累核電估值 https://www.nashnova.com/zh-hant/feed/special/hkma-follows-fed-with-25-basis-point-rate-hike-to-4-25-percent-12561 nashnova zh-tw 2026-09-16T23:11:44.829Z 香港金管局跟隨美聯儲加息25基點至4.25% https://www.nashnova.com/zh-hant/feed/special/geopolitical-premium-narrows-amid-weak-inventories-crude-oil-drops-over-4-12560 nashnova zh-tw 2026-09-16T23:08:50.136Z 地緣溢價收窄疊加庫存偏弱,原油盤中跌超4% https://www.nashnova.com/zh-hant/feed/special/arm-ceo-growing-confidence-in-achieving-2-billion-revenue-target-for-agi-cpus-12559 nashnova zh-tw 2026-09-16T23:07:10.078Z Arm CEO:對AGI CPU實現20億美元營收目標信心持續增強 https://www.nashnova.com/zh-hant/feed/special/jpmorgan-asset-management-long-end-treasuries-have-reached-maximum-pain-point-12558 nashnova zh-tw 2026-09-16T22:57:09.547Z 摩根大通資管:長端美債已至"最大痛點",開始買入 https://www.nashnova.com/zh-hant/feed/special/openai-officially-confirms-altman-will-attend-trump-xi-state-dinner-12557 nashnova zh-tw 2026-09-16T22:48:36.798Z OpenAI官方確認阿爾特曼將出席特習國宴 https://www.nashnova.com/zh-hant/feed/special/salesforce-sets-fy2030-revenue-target-above-63-billion-exceeding-analyst-12556 nashnova zh-tw 2026-09-16T22:47:27.168Z Salesforce發布2030財年營收目標逾630億美元,超分析師預期 https://www.nashnova.com/zh-hant/feed/special/tether-provides-approximately-1-5-billion-in-financing-to-u-s-gold-dealer-12555 nashnova zh-tw 2026-09-16T22:43:28.277Z Tether向美國黃金交易商提供約15億美元融資 https://www.nashnova.com/zh-hant/feed/special/u-s-house-passes-russia-sanctions-bill-authorizing-trump-to-impose-100-percent-12554 nashnova zh-tw 2026-09-16T22:42:12.027Z 美國眾議院通過對俄制裁法案,授權特朗普加徵百分百關稅 https://www.nashnova.com/zh-hant/feed/special/openai-discloses-six-ai-safety-incidents-and-establishes-mandatory-disclosure-12553 nashnova zh-tw 2026-09-16T22:08:40.426Z OpenAI披露六起AI安全事故並建立強制披露機制 https://www.nashnova.com/zh-hant/feed/special/judge-orders-google-to-appoint-antitrust-compliance-officer-ad-tech-business-12552 nashnova zh-tw 2026-09-16T22:07:27.088Z 法官要求谷歌任命反壟斷合規官,廣告技術業務無需拆分 https://www.nashnova.com/zh-hant/feed/special/french-bond-yields-surpass-italys-ecb-tpi-tool-in-focus-12551 nashnova zh-tw 2026-09-16T21:37:28.981Z 法國國債收益率超越義大利,歐洲央行TPI工具受關注 https://www.nashnova.com/zh-hant/feed/special/warshs-hawkish-remarks-trigger-u-s-stock-selloff-as-10-year-treasury-yield-12550 nashnova zh-tw 2026-09-16T21:27:25.915Z 沃什鷹派表態引發美股拋售,10年期美債收益率升破5% https://www.nashnova.com/zh-hant/feed/special/trump-demands-the-fed-cut-interest-rates-to-1-percent-or-below-12549 nashnova zh-tw 2026-09-16T20:56:50.989Z 特朗普要求美聯儲將利率降至1%或以下 https://www.nashnova.com/zh-hant/feed/special/amazon-signs-2-4b-backup-generator-deal-with-generac-stock-surges-25-percent-12548 nashnova zh-tw 2026-09-16T20:53:09.220Z 亞馬遜與Generac簽24億美元備用發電機協議,股價盤後漲25% https://www.nashnova.com/zh-hant/feed/special/foreign-holdings-of-u-s-treasuries-fall-to-9-month-low-in-july-12547 nashnova zh-tw 2026-09-16T20:52:02.765Z 7月外國持有美債降至9個月低點 https://www.nashnova.com/zh-hant/feed/special/citi-ai-continuous-learning-drives-hbm-server-dram-essd-supply-shortages-12546 nashnova zh-tw 2026-09-16T20:42:44.374Z 花旗:AI持續學習驅動HBM/伺服器DRAM/eSSD需求短缺延續至2031年 https://www.nashnova.com/zh-hant/feed/special/crux-ai-a-google-blackstone-cloud-joint-venture-secures-22-billion-bank-loan-to-12545 nashnova zh-tw 2026-09-16T20:16:59.738Z 谷歌與黑石合資雲公司Crux AI獲220億美元銀行貸款採購TPU晶片 https://www.nashnova.com/zh-hant/feed/special/softbanks-record-1-trillion-retail-bond-issuance-accounts-for-nearly-half-of-12544 nashnova zh-tw 2026-09-16T20:12:22.204Z 軟銀創紀錄1萬億日圓零售債券發行,佔日本企業零售債近半 https://www.nashnova.com/zh-hant/feed/special/waller-again-refuses-to-submit-dot-plot-fed-communication-framework-faces-12543 nashnova zh-tw 2026-09-16T19:57:08.742Z 沃什再次拒交點陣圖,美聯儲通訊機制面臨審查 https://www.nashnova.com/zh-hant/feed/special/gundlach-the-fed-should-raise-rates-by-50-basis-points-not-25-12542 nashnova zh-tw 2026-09-16T19:52:00.797Z 岡拉克:美聯儲應加息50基點而非25基點 https://www.nashnova.com/zh-hant/feed/special/ge-vernova-ceo-backlog-to-reach-200-billion-ahead-of-schedule-by-early-2027-12541 nashnova zh-tw 2026-09-16T19:47:01.784Z GE Vernova CEO:積壓訂單將於2027年初提前達2000億美元 https://www.nashnova.com/zh-hant/feed/special/boeing-ceo-737-max-production-ramp-up-slower-than-expected-stock-drops-4-5-12540 nashnova zh-tw 2026-09-16T19:27:01.076Z 波音CEO:737 MAX穩產進度慢於預期,股價跌4.5% https://www.nashnova.com/zh-hant/feed/special/ubs-warns-u-s-stocks-may-face-historic-volatility-ahead-of-midterm-elections-12539 nashnova zh-tw 2026-09-16T19:17:26.783Z 瑞銀警告:中期選舉前美股或迎歷史性波動 https://www.nashnova.com/zh-hant/feed/special/u-s-diesel-retail-prices-hit-record-highs-as-export-ban-discussions-heat-up-12538 nashnova zh-tw 2026-09-16T19:08:22.423Z 美國柴油零售價創歷史新高,出口禁令討論升溫 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-ceo-warns-of-fixed-income-weakness-and-rising-costs-stock-falls-12537 nashnova zh-tw 2026-09-16T19:07:10.400Z 高盛CEO警告固定收益疲軟、成本上升,股價跌逾1% https://www.nashnova.com/zh-hant/feed/special/fed-raises-interest-rates-by-25-basis-points-to-3-75-percent-4-percent-12536 nashnova zh-tw 2026-09-16T18:06:51.121Z 美聯儲加息25基點至3.75%-4% https://www.nashnova.com/zh-hant/feed/special/bmo-the-goldilocks-scenario-is-falling-apart-12535 nashnova zh-tw 2026-09-16T17:52:58.904Z 蒙特利爾銀行:金髮女孩情景正在瓦解 https://www.nashnova.com/zh-hant/feed/special/former-atlanta-fed-president-theres-a-case-for-front-loading-rate-hikes-12534 nashnova zh-tw 2026-09-16T17:51:55.349Z 前亞特蘭大聯儲主席:有理由支持前置加息 https://www.nashnova.com/zh-hant/feed/special/bank-of-canada-warns-persistently-high-oil-prices-could-trigger-rate-hikes-12533 nashnova zh-tw 2026-09-16T17:43:24.624Z 加拿大央行警告:油價持續高企或觸發加息 https://www.nashnova.com/zh-hant/feed/special/melius-analyst-sees-intel-reaching-200-within-two-years-12532 nashnova zh-tw 2026-09-16T17:42:13.142Z Melius分析師看英特爾兩年內漲至200美元 https://www.nashnova.com/zh-hant/feed/special/ai-agent-security-warnings-ignite-cybersecurity-sector-as-cibr-surges-41-percent-12531 nashnova zh-tw 2026-09-16T17:37:48.772Z AI代理安全警告引爆網路安全板塊,CIBR年內漲幅達41% https://www.nashnova.com/zh-hant/feed/special/turkey-fund-redemption-crisis-msci-warns-of-downgrade-as-over-1-1-billion-flows-12530 nashnova zh-tw 2026-09-16T16:47:45.390Z 土耳其基金贖回危機:MSCI警告降級,資金單日流出逾11億美元 https://www.nashnova.com/zh-hant/feed/special/anthropic-launches-claude-docs-taking-aim-at-microsoft-office-12529 nashnova zh-tw 2026-09-16T16:42:01.325Z Anthropic推出Claude Docs,劍指微軟Office https://www.nashnova.com/zh-hant/feed/special/s-and-p-consumer-discretionary-sector-down-5-2-percent-ytd-fed-rate-hikes-may-12528 nashnova zh-tw 2026-09-16T16:17:34.961Z 標普消費板塊年內跌5.2%,美聯儲加息或加劇壓力 https://www.nashnova.com/zh-hant/feed/special/saudi-east-west-pipeline-expected-to-restore-half-capacity-within-days-full-12527 nashnova zh-tw 2026-09-16T16:12:07.854Z 沙特東西管道數日內有望恢復半數運力,六週內目標全面復產 https://www.nashnova.com/zh-hant/feed/special/indias-nse-ipo-anchor-allocation-raises-703m-with-goldman-sachs-temasek-gic-12526 nashnova zh-tw 2026-09-16T16:07:06.649Z 印度NSE IPO錨定認購7.03億美元,高盛、淡馬錫GIC等參與 https://www.nashnova.com/zh-hant/feed/special/hsbc-predicts-only-two-fed-rate-hikes-this-cycle-the-shallowest-since-1997-12525 nashnova zh-tw 2026-09-16T15:47:11.174Z 匯豐預測美聯儲本輪加息僅兩次,為1997年以來最淺週期 https://www.nashnova.com/zh-hant/feed/special/shell-equinor-warn-energy-market-buffers-are-weakening-12524 nashnova zh-tw 2026-09-16T15:23:07.724Z 殼牌、挪威國家石油警告:能源市場緩衝機制正在弱化 https://www.nashnova.com/zh-hant/feed/special/ecbs-pereira-inflation-diffusion-has-not-reached-2022-levels-closely-monitoring-12523 nashnova zh-tw 2026-09-16T15:21:56.184Z 歐洲央行佩雷拉:通膨擴散未及2022年,密切關注天然氣價格 https://www.nashnova.com/zh-hant/feed/special/socgen-warshs-hawkish-signals-may-drive-continued-dollar-rally-12522 nashnova zh-tw 2026-09-16T15:17:10.753Z 法興:沃什鷹派信號或推動美元延續漲勢 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-nvidias-rubin-platform-drives-166-percent-increase-in-mlcc-value-12521 nashnova zh-tw 2026-09-16T15:08:40.623Z 大摩:輝達Rubin平台推動MLCC單機架價值量增166%,2031年市場規模達445億美元 https://www.nashnova.com/zh-hant/feed/special/u-s-september-homebuilder-confidence-index-drops-to-32-hitting-over-two-year-low-12520 nashnova zh-tw 2026-09-16T15:07:12.912Z 美國9月住宅建築商信心指數降至32 創逾兩年新低 https://www.nashnova.com/zh-hant/feed/special/iran-wins-vote-at-iaea-general-conference-deepening-u-s-iran-nuclear-diplomacy-12519 nashnova zh-tw 2026-09-16T15:00:51.721Z 伊朗在國際原子能機構大會投票中勝出,美伊核外交僵局加深 https://www.nashnova.com/zh-hant/feed/special/u-s-house-passes-resolution-limiting-war-authorization-against-iran-for-the-12518 nashnova zh-tw 2026-09-16T14:59:40.811Z 美國眾議院第三次通過限制對伊戰爭授權決議 https://www.nashnova.com/zh-hant/feed/special/u-s-july-business-inventories-rise-0-8-percent-mom-beating-expectations-12517 nashnova zh-tw 2026-09-16T14:58:20.110Z 美國7月商業庫存環比增0.8%,超預期 https://www.nashnova.com/zh-hant/feed/special/sec-moves-to-abolish-shareholder-proxy-proposal-rule-12516 nashnova zh-tw 2026-09-16T14:57:06.173Z 美國證監會擬廢除股東代理提案規則 https://www.nashnova.com/zh-hant/feed/special/u-s-crude-output-hits-record-high-wti-pressured-below-103-12515 nashnova zh-tw 2026-09-16T14:47:19.400Z 美國原油產量創歷史新高,WTI承壓於103美元 https://www.nashnova.com/zh-hant/feed/special/openai-launches-advertiser-sponsored-agents-and-expands-chatgpt-ad-tools-12514 nashnova zh-tw 2026-09-16T14:37:01.966Z OpenAI推出廣告主贊助Agent並擴展ChatGPT廣告工具 https://www.nashnova.com/zh-hant/feed/special/li-auto-launches-flagship-suv-i9-priced-at-369-800-yuan-12513 nashnova zh-tw 2026-09-16T14:11:56.287Z 理想汽車發布旗艦SUV i9,售價36.98萬元 https://www.nashnova.com/zh-hant/feed/special/byd-may-join-ceo-delegation-accompanying-xi-jinping-to-u-s-for-china-u-s-summit-12512 nashnova zh-tw 2026-09-16T14:07:21.663Z 比亞迪或隨習近平赴美出席中美峰會CEO代表團 https://www.nashnova.com/zh-hant/feed/special/openai-project-lily-exposed-contractors-can-access-users-chat-histories-12511 nashnova zh-tw 2026-09-16T13:47:18.980Z OpenAI「Lily計劃」曝光:外包人員可讀取用戶聊天記錄 https://www.nashnova.com/zh-hant/feed/special/investors-approached-for-new-openai-funding-round-at-1-2-trillion-valuation-12510 nashnova zh-tw 2026-09-16T13:28:14.772Z 投資者接觸OpenAI擬新融資,估值報價1.2萬億美元 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