https://www.nashnova.com/feed/special/amd-q2-capital-expenditure-hits-808-million-nearly-double-the-expectations-8520 nashnova en 2026-08-04T20:24:36.011Z AMD Q2 Capital Expenditure Hits $808 Million, Nearly Double the Expectations https://www.nashnova.com/feed/special/spacex-q2-revenue-hits-7-8b-beating-expectations-by-over-14-percent-8519 nashnova en 2026-08-04T20:09:49.689Z SpaceX Q2 Revenue Hits $7.8B, Beating Expectations by Over 14% https://www.nashnova.com/feed/special/high-flyer-quant-drops-over-20-percent-in-july-alone-institutions-say-ai-theme-8518 nashnova en 2026-08-04T20:06:03.569Z High-Flyer Quant Drops Over 20% in July Alone; Institutions Say AI Theme Is Not Over https://www.nashnova.com/feed/special/amazon-loses-injunction-bid-perplexity-ai-shopping-tool-unblocked-8517 nashnova en 2026-08-04T20:04:33.068Z Amazon Loses Injunction Bid, Perplexity AI Shopping Tool Unblocked https://www.nashnova.com/feed/special/renaissance-capital-rare-downgrade-on-apple-citing-slowing-services-growth-8516 nashnova en 2026-08-04T19:54:18.350Z Renaissance Capital Rare Downgrade on Apple, Citing Slowing Services Growth https://www.nashnova.com/feed/special/samsung-unveils-400-layer-bv-nand-with-58-percent-storage-density-improvement-8515 nashnova en 2026-08-04T19:40:21.112Z Samsung Unveils 400-Layer BV-NAND with 58% Storage Density Improvement https://www.nashnova.com/feed/special/spacex-and-nvidia-partner-to-design-satellite-computing-deployment-solutions-8514 nashnova en 2026-08-04T19:39:20.570Z SpaceX and NVIDIA Partner to Design Satellite Computing Deployment Solutions https://www.nashnova.com/feed/special/all-three-major-u-s-indexes-hit-record-highs-as-chip-stocks-surge-nearly-7-8512 nashnova en 2026-08-04T18:34:41.773Z All Three Major U.S. Indexes Hit Record Highs as Chip Stocks Surge Nearly 7% in a Single Day https://www.nashnova.com/feed/special/lockheed-in-talks-to-secure-domestic-scandium-and-germanium-supply-rare-earth-8511 nashnova en 2026-08-04T18:29:48.553Z Lockheed in Talks to Secure Domestic Scandium and Germanium Supply; Rare Earth Stocks Rally https://www.nashnova.com/feed/special/indian-vessel-sunk-by-projectile-near-yemen-14-crew-members-rescued-8510 nashnova en 2026-08-04T18:19:19.654Z Indian Vessel Sunk by Projectile Near Yemen, 14 Crew Members Rescued https://www.nashnova.com/feed/special/opec-july-output-rises-1-16m-bpd-led-by-three-gulf-states-8509 nashnova en 2026-08-04T18:04:33.843Z OPEC July Output Rises 1.16M bpd, Led by Three Gulf States https://www.nashnova.com/feed/special/ft-palantirs-valuation-driven-by-greed-and-fear-8508 nashnova en 2026-08-04T17:34:20.911Z FT: Palantir's Valuation Driven by Greed and Fear https://www.nashnova.com/feed/special/oracles-ai-gamble-credit-rating-nearing-junk-status-stock-price-cut-in-half-8507 nashnova en 2026-08-04T17:31:53.083Z Oracle's AI Gamble: Credit Rating Nearing Junk Status, Stock Price Cut in Half https://www.nashnova.com/feed/special/big-five-tech-giants-ai-data-center-lease-commitments-exceed-1-trillion-8506 nashnova en 2026-08-04T17:30:30.739Z Big Five Tech Giants' AI Data Center Lease Commitments Exceed $1 Trillion https://www.nashnova.com/feed/special/uber-q2-earnings-preview-eps-expected-at-0-80-robotaxi-competition-in-focus-8505 nashnova en 2026-08-04T17:29:19.369Z Uber Q2 Earnings Preview: EPS Expected at $0.80, Robotaxi Competition in Focus https://www.nashnova.com/feed/special/apple-kicks-off-inventory-build-for-september-iphone-launch-event-first-to-be-8504 nashnova en 2026-08-04T17:09:38.511Z Apple Kicks Off Inventory Build for September iPhone Launch Event, First to Be Hosted by Ternus https://www.nashnova.com/feed/special/japan-considers-adopting-palantir-and-anduril-ai-systems-to-strengthen-defense-8503 nashnova en 2026-08-04T17:05:26.939Z Japan Considers Adopting Palantir and Anduril AI Systems to Strengthen Defense Command https://www.nashnova.com/feed/special/tsmc-3nm-wafer-production-ramps-up-two-to-three-months-ahead-of-schedule-8502 nashnova en 2026-08-04T17:04:20.942Z TSMC 3nm Wafer Production Ramps Up Two to Three Months Ahead of Schedule https://www.nashnova.com/feed/special/novo-nordisk-q2-profit-beats-expectations-raises-full-year-guidance-8501 nashnova en 2026-08-04T16:54:47.906Z Novo Nordisk Q2 Profit Beats Expectations, Raises Full-Year Guidance https://www.nashnova.com/feed/special/blackstone-plans-large-scale-debt-financing-for-anthropic-chip-deal-8500 nashnova en 2026-08-04T16:49:19.958Z Blackstone Plans Large-Scale Debt Financing for Anthropic Chip Deal https://www.nashnova.com/feed/special/bessent-defends-warsh-markets-experiencing-fed-guidance-withdrawal-8499 nashnova en 2026-08-04T16:39:44.697Z Bessent Defends Warsh: Markets Experiencing Fed Guidance 'Withdrawal' https://www.nashnova.com/feed/special/u-s-plans-to-set-price-floor-on-polysilicon-and-impose-additional-tariffs-8498 nashnova en 2026-08-04T16:24:17.266Z U.S. Plans to Set Price Floor on Polysilicon and Impose Additional Tariffs https://www.nashnova.com/feed/special/wall-street-institutions-dominate-crypto-market-as-retail-retreat-reshapes-8497 nashnova en 2026-08-04T16:16:09.068Z Wall Street Institutions Dominate Crypto Market as Retail Retreat Reshapes Market Structure https://www.nashnova.com/feed/special/if-siri-ai-succeeds-apple-may-be-forced-to-ramp-up-ai-spending-8496 nashnova en 2026-08-04T16:14:44.248Z If Siri AI Succeeds, Apple May Be Forced to Ramp Up AI Spending https://www.nashnova.com/feed/special/disney-q3-earnings-preview-eps-expected-to-rise-14-9-percent-8495 nashnova en 2026-08-04T15:59:16.526Z Disney Q3 Earnings Preview: EPS Expected to Rise 14.9% https://www.nashnova.com/feed/special/bernstein-clarity-act-stalling-could-weigh-on-crypto-valuations-8494 nashnova en 2026-08-04T15:39:30.596Z Bernstein: CLARITY Act Stalling Could Weigh on Crypto Valuations https://www.nashnova.com/feed/special/earnings-from-four-analog-chip-giants-confirm-the-start-of-an-upcycle-8493 nashnova en 2026-08-04T15:35:19.903Z Earnings from Four Analog Chip Giants Confirm the Start of an Upcycle https://www.nashnova.com/feed/special/oil-prices-drop-5-percent-easing-rate-hike-expectations-u-s-treasury-yields-fall-8492 nashnova en 2026-08-04T15:14:49.102Z Oil Prices Drop 5% Easing Rate Hike Expectations, U.S. Treasury Yields Fall Across the Board https://www.nashnova.com/feed/special/tata-electronics-leak-becomes-chinas-propaganda-tool-to-undermine-apples-india-8491 nashnova en 2026-08-04T14:56:03.443Z Tata Electronics Leak Becomes China's Propaganda Tool to Undermine Apple's India Supply Chain https://www.nashnova.com/feed/special/four-major-ai-companies-visit-white-house-to-discuss-voluntary-safety-testing-8490 nashnova en 2026-08-04T14:54:42.677Z Four Major AI Companies Visit White House to Discuss Voluntary Safety Testing https://www.nashnova.com/feed/special/s-and-p-500-hits-all-time-high-of-7-665-up-11-4-percent-year-to-date-8489 nashnova en 2026-08-04T14:30:27.352Z S&P 500 Hits All-Time High of 7,665, Up 11.4% Year-to-Date https://www.nashnova.com/feed/special/new-jersey-ag-files-antitrust-lawsuit-against-amazon-8488 nashnova en 2026-08-04T14:29:30.090Z New Jersey AG Files Antitrust Lawsuit Against Amazon https://www.nashnova.com/feed/special/u-s-treasury-auction-sizes-expected-to-hold-steady-for-now-debate-over-timing-of-8487 nashnova en 2026-08-04T14:24:54.092Z U.S. Treasury Auction Sizes Expected to Hold Steady for Now; Debate Over Timing of Increases Extends to 2027 https://www.nashnova.com/feed/special/u-s-june-core-factory-orders-post-surprise-sharp-decline-marking-largest-monthly-8486 nashnova en 2026-08-04T14:20:50.545Z U.S. June Core Factory Orders Post Surprise Sharp Decline, Marking Largest Monthly Drop of the Year https://www.nashnova.com/feed/special/marvell-launches-new-ai-memory-infrastructure-products-stock-surges-over-11-8485 nashnova en 2026-08-04T14:19:40.792Z Marvell Launches New AI Memory Infrastructure Products, Stock Surges Over 11% https://www.nashnova.com/feed/special/u-s-june-jolts-job-openings-fall-to-7-359-million-below-expectations-8484 nashnova en 2026-08-04T14:09:13.041Z U.S. June JOLTS Job Openings Fall to 7.359 Million, Below Expectations https://www.nashnova.com/feed/special/intel-emib-yield-improvement-may-pave-way-for-google-partnership-says-wedbush-8483 nashnova en 2026-08-04T13:49:20.901Z Intel EMIB Yield Improvement May Pave Way for Google Partnership, Says Wedbush https://www.nashnova.com/feed/special/momentum-stocks-plunged-in-july-while-the-broad-market-held-flat-ubs-remains-8482 nashnova en 2026-08-04T13:39:32.871Z Momentum Stocks Plunged in July While the Broad Market Held Flat; UBS Remains Bullish on U.S. Equities https://www.nashnova.com/feed/special/philadelphia-feds-harker-holding-rates-steady-is-prudent-watching-core-inflation-8481 nashnova en 2026-08-04T13:29:33.455Z Philadelphia Fed's Harker: Holding Rates Steady Is Prudent, Watching Core Inflation Progress https://www.nashnova.com/feed/special/bezos-files-to-sell-approximately-4-1-billion-in-amazon-stock-8480 nashnova en 2026-08-04T13:25:05.183Z Bezos Files to Sell Approximately $4.1 Billion in Amazon Stock https://www.nashnova.com/feed/special/apollo-the-60-40-portfolio-is-dead-8479 nashnova en 2026-08-04T13:09:39.087Z Apollo: The 60/40 Portfolio Is Dead https://www.nashnova.com/feed/special/bessent-feds-expansion-of-fima-liquidity-facility-is-reasonable-8478 nashnova en 2026-08-04T12:45:07.412Z Bessent: Fed's Expansion of FIMA Liquidity Facility Is Reasonable https://www.nashnova.com/feed/special/u-s-june-trade-deficit-narrows-to-73-3-billion-8477 nashnova en 2026-08-04T12:44:12.764Z U.S. June Trade Deficit Narrows to $73.3 Billion https://www.nashnova.com/feed/special/bessent-yen-exchange-rate-level-is-problematic-may-trigger-competitive-8476 nashnova en 2026-08-04T12:34:44.735Z Bessent: Yen Exchange Rate Level Is Problematic, May Trigger Competitive Devaluation Across Asia https://www.nashnova.com/feed/special/anthropic-signs-10-billion-compute-deal-with-ai-cloud-startup-8475 nashnova en 2026-08-04T12:14:18.792Z Anthropic Signs ~$10 Billion Compute Deal with AI Cloud Startup https://www.nashnova.com/feed/special/korean-stock-short-interest-hits-3-year-high-short-squeeze-conditions-emerging-8474 nashnova en 2026-08-04T12:06:47.716Z Korean Stock Short Interest Hits 3-Year High, Short Squeeze Conditions Emerging https://www.nashnova.com/feed/special/teslas-china-made-ev-sales-rise-37-8-percent-yoy-in-july-8473 nashnova en 2026-08-04T12:05:28.080Z Tesla's China-Made EV Sales Rise 37.8% YoY in July https://www.nashnova.com/feed/special/minimax-open-source-video-model-h3-restricts-access-in-the-us-europe-and-other-8472 nashnova en 2026-08-04T12:04:32.687Z MiniMax Open-Source Video Model H3 Restricts Access in the US, Europe and Other Regions https://www.nashnova.com/feed/special/eu-gas-storage-hits-nearly-two-decade-seasonal-low-winter-pivot-to-lng-8471 nashnova en 2026-08-04T11:55:28.056Z EU Gas Storage Hits Nearly Two-Decade Seasonal Low, Winter Pivot to LNG Restocking https://www.nashnova.com/feed/special/bessent-says-hormuz-deal-could-come-tuesday-or-wednesday-wti-crude-drops-2-5-8470 nashnova en 2026-08-04T11:54:34.699Z Bessent Says Hormuz Deal Could Come Tuesday or Wednesday; WTI Crude Drops 2.5% https://www.nashnova.com/feed/special/japan-10-year-bond-auction-disappoints-yields-approach-2-90-percent-8469 nashnova en 2026-08-04T11:25:38.734Z Japan 10-Year Bond Auction Disappoints, Yields Approach 2.90% https://www.nashnova.com/feed/special/pfizer-q2-results-beat-expectations-raises-full-year-revenue-floor-to-60-5-8468 nashnova en 2026-08-04T11:24:30.718Z Pfizer Q2 Results Beat Expectations, Raises Full-Year Revenue Floor to $60.5 Billion https://www.nashnova.com/feed/special/rmb-undervalued-by-20-percent-30-percent-structural-economic-constraints-limit-8467 nashnova en 2026-08-04T11:12:25.776Z RMB Undervalued by 20%-30%, Structural Economic Constraints Limit Appreciation Potential https://www.nashnova.com/feed/special/take-two-q1-earnings-preview-gta-6-progress-takes-center-stage-8466 nashnova en 2026-08-04T11:11:02.543Z Take-Two Q1 Earnings Preview: GTA 6 Progress Takes Center Stage https://www.nashnova.com/feed/special/burry-shorts-ai-chip-etf-gains-21-percent-in-one-month-8465 nashnova en 2026-08-04T11:09:48.655Z Burry Shorts AI Chip ETF, Gains 21% in One Month https://www.nashnova.com/feed/special/over-100-billion-in-investment-grade-bond-spreads-fall-into-junk-territory-8464 nashnova en 2026-08-04T11:08:22.377Z Over $100 Billion in Investment-Grade Bond Spreads Fall Into Junk Territory https://www.nashnova.com/feed/special/morgan-stanley-recommends-24-ai-adoption-stocks-net-profit-margins-outperform-8463 nashnova en 2026-08-04T11:06:44.817Z Morgan Stanley Recommends 24 AI Adoption Stocks, Net Profit Margins Outperform the Broader Market by Nearly 400 Basis Points https://www.nashnova.com/feed/special/caterpillar-q2-profit-nearly-doubles-as-data-center-demand-drives-stock-up-over-8462 nashnova en 2026-08-04T11:05:46.374Z Caterpillar Q2 Profit Nearly Doubles as Data Center Demand Drives Stock Up Over 7% https://www.nashnova.com/feed/special/qatar-confirms-u-s-iran-deal-wording-has-been-drafted-oil-prices-dip-in-short-8461 nashnova en 2026-08-04T11:04:33.164Z Qatar Confirms U.S.-Iran Deal Wording Has Been Drafted; Oil Prices Dip in Short Term https://www.nashnova.com/feed/special/u-s-military-long-range-precision-missile-stockpiles-nearly-depleted-deterrence-8460 nashnova en 2026-08-04T10:56:38.734Z U.S. Military Long-Range Precision Missile Stockpiles Nearly Depleted, Deterrence Capability Against China Questioned https://www.nashnova.com/feed/special/apollo-global-q2-management-fee-revenue-hits-record-as-asset-disposition-slows-8459 nashnova en 2026-08-04T10:55:22.570Z Apollo Global Q2 Management Fee Revenue Hits Record as Asset Disposition Slows https://www.nashnova.com/feed/special/merck-q2-revenue-beats-expectations-keytruda-drives-growth-but-full-year-8458 nashnova en 2026-08-04T10:51:20.880Z Merck Q2 Revenue Beats Expectations, Keytruda Drives Growth but Full-Year Earnings Guidance Sharply Cut https://www.nashnova.com/feed/special/blackrock-ai-overweight-stance-unchanged-competition-and-interest-rates-are-key-8457 nashnova en 2026-08-04T10:44:26.168Z BlackRock: AI Overweight Stance Unchanged; Competition and Interest Rates Are Key Risks https://www.nashnova.com/feed/special/samsung-reclaims-global-1-in-dram-with-39-percent-q2-market-share-8456 nashnova en 2026-08-04T10:34:27.244Z Samsung Reclaims Global #1 in DRAM with 39% Q2 Market Share https://www.nashnova.com/feed/special/spotify-q3-profit-guidance-misses-expectations-as-slowing-user-growth-weighs-on-8455 nashnova en 2026-08-04T10:25:38.181Z Spotify Q3 Profit Guidance Misses Expectations as Slowing User Growth Weighs on Stock https://www.nashnova.com/feed/special/william-blair-initiates-coverage-on-sk-hynix-adr-260-price-target-implies-82-8454 nashnova en 2026-08-04T10:24:36.844Z William Blair Initiates Coverage on SK Hynix ADR: $260 Price Target Implies 82% Upside https://www.nashnova.com/feed/special/u-s-considers-banning-imports-of-chinese-data-center-optical-transceivers-8453 nashnova en 2026-08-04T10:20:30.896Z U.S. Considers Banning Imports of Chinese Data Center Optical Transceivers https://www.nashnova.com/feed/special/u-s-manufacturing-posts-strongest-growth-in-four-years-8452 nashnova en 2026-08-04T10:19:18.433Z U.S. Manufacturing Posts Strongest Growth in Four Years https://www.nashnova.com/feed/special/ai-data-center-developers-use-bank-letters-of-credit-to-secure-grid-8451 nashnova en 2026-08-04T09:54:42.973Z AI Data Center Developers Use Bank Letters of Credit to Secure Grid Interconnection Rights https://www.nashnova.com/feed/special/trump-issues-ultimatum-to-iran-reach-hormuz-deal-today-or-tomorrow-or-face-8450 nashnova en 2026-08-04T09:34:54.053Z Trump Issues Ultimatum to Iran: Reach Hormuz Deal Today or Tomorrow or Face Airstrikes https://www.nashnova.com/feed/special/u-s-department-of-defense-cancels-300-million-lithium-procurement-tender-8449 nashnova en 2026-08-04T09:25:22.796Z U.S. Department of Defense Cancels $300 Million Lithium Procurement Tender https://www.nashnova.com/feed/special/pboc-conducts-500-billion-yuan-outright-reverse-repo-on-august-5-8448 nashnova en 2026-08-04T09:19:19.654Z PBOC Conducts 500 Billion Yuan Outright Reverse Repo on August 5 https://www.nashnova.com/feed/special/goldman-sachs-brent-crude-to-trade-in-the-80-90-range-8447 nashnova en 2026-08-04T09:05:46.471Z Goldman Sachs: Brent Crude to Trade in the $80–$90 Range https://www.nashnova.com/feed/special/samsung-retail-shareholders-launch-petition-for-extraordinary-general-meeting-8446 nashnova en 2026-08-04T09:04:38.686Z Samsung Retail Shareholders Launch Petition for Extraordinary General Meeting, Demanding Over KRW 3 Trillion Buyback and Executive Bonus Caps https://www.nashnova.com/feed/special/china-releases-mandatory-national-standards-for-autonomous-driving-effective-8445 nashnova en 2026-08-04T08:59:42.487Z China Releases Mandatory National Standards for Autonomous Driving, Effective July 2027 https://www.nashnova.com/feed/special/citi-european-equities-lead-global-risk-appetite-amid-ai-concerns-8444 nashnova en 2026-08-04T08:29:34.659Z Citi: European Equities Lead Global Risk Appetite Amid AI Concerns https://www.nashnova.com/feed/special/barclays-implied-valuation-multiples-for-us-ai-stocks-declined-17-percent-on-8443 nashnova en 2026-08-04T08:15:50.397Z Barclays: Implied Valuation Multiples for US AI Stocks Declined 17% on Average Within One Month https://www.nashnova.com/feed/special/hsbc-samsung-electronics-stock-has-erased-its-long-term-ai-premium-8442 nashnova en 2026-08-04T08:04:55.126Z HSBC: Samsung Electronics' Stock Has Erased Its Long-Term AI Premium https://www.nashnova.com/feed/special/global-risk-hard-to-price-bond-funds-pivot-to-europe-8441 nashnova en 2026-08-04T07:55:11.460Z Global Risk Hard to Price, Bond Funds Pivot to Europe https://www.nashnova.com/feed/special/apples-annual-sales-in-india-surpass-10-billion-for-the-first-time-8440 nashnova en 2026-08-04T07:39:48.642Z Apple's Annual Sales in India Surpass $10 Billion for the First Time https://www.nashnova.com/feed/special/tesla-robotaxi-expansion-hits-roadblocks-as-fsd-faces-setbacks-in-european-8439 nashnova en 2026-08-04T07:16:19.135Z Tesla Robotaxi Expansion Hits Roadblocks as FSD Faces Setbacks in European Approval https://www.nashnova.com/feed/special/huawei-scientist-warns-nvidias-chip-computing-power-expansion-will-hit-physical-8438 nashnova en 2026-08-04T07:14:47.471Z Huawei Scientist Warns Nvidia's Chip Computing Power Expansion Will Hit Physical Limits https://www.nashnova.com/feed/special/citi-bullish-on-semiconductor-equipment-stocks-adds-applied-materials-to-8437 nashnova en 2026-08-04T07:05:10.270Z Citi Bullish on Semiconductor Equipment Stocks, Adds Applied Materials to Catalyst Watch https://www.nashnova.com/feed/special/rio-tinto-abandons-plans-to-restart-glencore-takeover-bid-8436 nashnova en 2026-08-04T06:59:18.392Z Rio Tinto Abandons Plans to Restart Glencore Takeover Bid https://www.nashnova.com/feed/special/sigmaintell-global-semiconductor-sales-expected-to-exceed-1-5-trillion-in-2026-8435 nashnova en 2026-08-04T06:40:12.000Z Sigmaintell: Global Semiconductor Sales Expected to Exceed $1.5 Trillion in 2026 https://www.nashnova.com/feed/special/softbank-q2-earnings-ai-investment-funding-chain-under-pressure-8434 nashnova en 2026-08-04T06:36:09.198Z SoftBank Q2 Earnings: AI Investment Funding Chain Under Pressure https://www.nashnova.com/feed/special/bp-q2-profit-surges-144-percent-yoy-divests-u-s-biogas-business-8433 nashnova en 2026-08-04T06:34:42.115Z BP Q2 Profit Surges 144% YoY, Divests U.S. Biogas Business https://www.nashnova.com/feed/special/korean-stocks-drop-1-5-percent-as-asia-pacific-tech-sector-under-pressure-8432 nashnova en 2026-08-04T06:29:52.040Z Korean Stocks Drop 1.5% as Asia-Pacific Tech Sector Under Pressure https://www.nashnova.com/feed/special/former-boj-official-if-yen-falls-further-u-s-and-japan-will-jointly-intervene-8431 nashnova en 2026-08-04T06:10:51.017Z Former BOJ Official: If Yen Falls Further, U.S. and Japan Will Jointly Intervene Again https://www.nashnova.com/feed/special/apple-files-for-temporary-restraining-order-to-block-openai-from-using-its-trade-8430 nashnova en 2026-08-04T06:09:46.575Z Apple Files for Temporary Restraining Order to Block OpenAI from Using Its Trade Secrets https://www.nashnova.com/feed/special/saudi-aramco-q2-net-profit-surges-33-percent-hormuz-blockade-threat-pushes-oil-8429 nashnova en 2026-08-04T05:29:43.321Z Saudi Aramco Q2 Net Profit Surges 33%; Hormuz Blockade Threat Pushes Oil Prices Higher https://www.nashnova.com/feed/special/toyota-raises-full-year-operating-profit-guidance-to-3-4-trillion-and-announces-8428 nashnova en 2026-08-04T05:25:04.848Z Toyota Raises Full-Year Operating Profit Guidance to ¥3.4 Trillion and Announces ¥1 Trillion Buyback https://www.nashnova.com/feed/special/alibaba-launches-qwen3-8-max-as-deepseeks-low-pricing-intensifies-chinas-ai-8427 nashnova en 2026-08-04T05:10:51.823Z Alibaba Launches Qwen3.8-Max as DeepSeek's Low Pricing Intensifies China's AI Competition https://www.nashnova.com/feed/special/chinese-capital-buying-the-dip-supports-gold-holding-above-4-000-8426 nashnova en 2026-08-04T04:59:27.622Z Chinese Capital Buying the Dip Supports Gold Holding Above $4,000 https://www.nashnova.com/feed/special/sk-hynix-and-sandisk-release-first-hbf-standard-specification-google-joins-the-8425 nashnova en 2026-08-04T04:34:49.032Z SK Hynix and SanDisk Release First HBF Standard Specification; Google Joins the Ecosystem https://www.nashnova.com/feed/special/hp-asus-and-acer-begin-adopting-cxmt-dram-chips-8424 nashnova en 2026-08-04T04:26:47.607Z HP, ASUS, and Acer Begin Adopting CXMT DRAM Chips https://www.nashnova.com/feed/special/claude-fable-5-tops-ai-coding-benchmark-with-64-percent-success-rate-8423 nashnova en 2026-08-04T04:25:37.858Z Claude Fable 5 Tops AI Coding Benchmark with 64% Success Rate https://www.nashnova.com/feed/special/shein-targets-30-40-billion-valuation-for-hong-kong-ipo-8422 nashnova en 2026-08-04T04:24:17.339Z Shein Targets $30-40 Billion Valuation for Hong Kong IPO https://www.nashnova.com/feed/special/hk-stocks-midday-hang-seng-index-falls-0-49-percent-as-optical-communication-8421 nashnova en 2026-08-04T04:15:25.713Z HK Stocks Midday: Hang Seng Index Falls 0.49% as Optical Communication Sector Surges Against the Trend https://www.nashnova.com/zh/feed/special/high-flyer-quant-drops-over-20-percent-in-july-alone-institutions-say-ai-theme-8518 nashnova zh-cn 2026-08-04T20:06:03.569Z 幻方量化7月单月跌逾20%，机构称AI主线未终结 https://www.nashnova.com/zh/feed/special/amazon-loses-injunction-bid-perplexity-ai-shopping-tool-unblocked-8517 nashnova zh-cn 2026-08-04T20:04:33.068Z 亚马逊申请禁令败诉，Perplexity AI购物工具获解禁 https://www.nashnova.com/zh/feed/special/renaissance-capital-rare-downgrade-on-apple-citing-slowing-services-growth-8516 nashnova zh-cn 2026-08-04T19:54:18.350Z 华兴资本罕见下调苹果评级，指服务增速放缓 https://www.nashnova.com/zh/feed/special/samsung-unveils-400-layer-bv-nand-with-58-percent-storage-density-improvement-8515 nashnova zh-cn 2026-08-04T19:40:21.112Z 三星发布400层BV-NAND，存储密度提升58% https://www.nashnova.com/zh/feed/special/spacex-and-nvidia-partner-to-design-satellite-computing-deployment-solutions-8514 nashnova zh-cn 2026-08-04T19:39:20.570Z SpaceX与英伟达合作设计卫星算力部署方案 https://www.nashnova.com/zh/feed/special/ai-8513 nashnova zh-cn 2026-08-04T19:19:34.079Z 富国银行：AI支出红利向工业股传导 https://www.nashnova.com/zh/feed/special/all-three-major-u-s-indexes-hit-record-highs-as-chip-stocks-surge-nearly-7-8512 nashnova zh-cn 2026-08-04T18:34:41.773Z 美股三大指数齐创纪录 芯片股单日涨近7% https://www.nashnova.com/zh/feed/special/lockheed-in-talks-to-secure-domestic-scandium-and-germanium-supply-rare-earth-8511 nashnova zh-cn 2026-08-04T18:29:48.553Z 洛克希德洽购美国本土钪锗供应 稀土股跟涨 https://www.nashnova.com/zh/feed/special/indian-vessel-sunk-by-projectile-near-yemen-14-crew-members-rescued-8510 nashnova zh-cn 2026-08-04T18:19:19.654Z 印度船只也门附近遭弹射物击沉，14名船员获救 https://www.nashnova.com/zh/feed/special/opec-july-output-rises-1-16m-bpd-led-by-three-gulf-states-8509 nashnova zh-cn 2026-08-04T18:04:33.843Z OPEC 7月产量增116万桶/日，海湾三国主导复产 https://www.nashnova.com/zh/feed/special/ft-palantirs-valuation-driven-by-greed-and-fear-8508 nashnova zh-cn 2026-08-04T17:34:20.911Z FT：Palantir估值由贪婪与恐惧驱动 https://www.nashnova.com/zh/feed/special/oracles-ai-gamble-credit-rating-nearing-junk-status-stock-price-cut-in-half-8507 nashnova zh-cn 2026-08-04T17:31:53.083Z 甲骨文AI豪赌：信用评级逼近垃圾级，股价腰斩 https://www.nashnova.com/zh/feed/special/big-five-tech-giants-ai-data-center-lease-commitments-exceed-1-trillion-8506 nashnova zh-cn 2026-08-04T17:30:30.739Z 五大科技巨头AI数据中心租约承诺逾1万亿美元 https://www.nashnova.com/zh/feed/special/uber-q2-earnings-preview-eps-expected-at-0-80-robotaxi-competition-in-focus-8505 nashnova zh-cn 2026-08-04T17:29:19.369Z Uber Q2财报前瞻：EPS预期0.80美元，Robotaxi竞争成焦点 https://www.nashnova.com/zh/feed/special/apple-kicks-off-inventory-build-for-september-iphone-launch-event-first-to-be-8504 nashnova zh-cn 2026-08-04T17:09:38.511Z 苹果9月iPhone发布会备货启动，首次由特纳斯主持 https://www.nashnova.com/zh/feed/special/japan-considers-adopting-palantir-and-anduril-ai-systems-to-strengthen-defense-8503 nashnova zh-cn 2026-08-04T17:05:26.939Z 日本考虑引入Palantir和Anduril AI系统强化防卫指挥 https://www.nashnova.com/zh/feed/special/tsmc-3nm-wafer-production-ramps-up-two-to-three-months-ahead-of-schedule-8502 nashnova zh-cn 2026-08-04T17:04:20.942Z 台积电3nm晶圆提前两三个月量产 https://www.nashnova.com/zh/feed/special/novo-nordisk-q2-profit-beats-expectations-raises-full-year-guidance-8501 nashnova zh-cn 2026-08-04T16:54:47.906Z 诺和诺德Q2利润超预期，上调全年展望 https://www.nashnova.com/zh/feed/special/blackstone-plans-large-scale-debt-financing-for-anthropic-chip-deal-8500 nashnova zh-cn 2026-08-04T16:49:19.958Z 黑石拟为Anthropic芯片交易提供大规模债务融资 https://www.nashnova.com/zh/feed/special/bessent-defends-warsh-markets-experiencing-fed-guidance-withdrawal-8499 nashnova zh-cn 2026-08-04T16:39:44.697Z 贝森特为沃什辩护：市场正经历美联储指引"戒断" https://www.nashnova.com/zh/feed/special/u-s-plans-to-set-price-floor-on-polysilicon-and-impose-additional-tariffs-8498 nashnova zh-cn 2026-08-04T16:24:17.266Z 美国拟对多晶硅设价格下限并加征关税 https://www.nashnova.com/zh/feed/special/wall-street-institutions-dominate-crypto-market-as-retail-retreat-reshapes-8497 nashnova zh-cn 2026-08-04T16:16:09.068Z 华尔街机构主导加密市场，散户退潮重塑市场结构 https://www.nashnova.com/zh/feed/special/if-siri-ai-succeeds-apple-may-be-forced-to-ramp-up-ai-spending-8496 nashnova zh-cn 2026-08-04T16:14:44.248Z Siri AI若成功，苹果AI支出或被迫扩大 https://www.nashnova.com/zh/feed/special/disney-q3-earnings-preview-eps-expected-to-rise-14-9-percent-8495 nashnova zh-cn 2026-08-04T15:59:16.526Z 迪士尼Q3财报前瞻：EPS预期升14.9% https://www.nashnova.com/zh/feed/special/bernstein-clarity-act-stalling-could-weigh-on-crypto-valuations-8494 nashnova zh-cn 2026-08-04T15:39:30.596Z 伯恩斯坦：CLARITY法案受阻或压低加密货币估值 https://www.nashnova.com/zh/feed/special/earnings-from-four-analog-chip-giants-confirm-the-start-of-an-upcycle-8493 nashnova zh-cn 2026-08-04T15:35:19.903Z 四大模拟芯片巨头财报确认上行周期启动 https://www.nashnova.com/zh/feed/special/oil-prices-drop-5-percent-easing-rate-hike-expectations-u-s-treasury-yields-fall-8492 nashnova zh-cn 2026-08-04T15:14:49.102Z 油价跌5%压低加息预期，美债收益率全线回落 https://www.nashnova.com/zh/feed/special/tata-electronics-leak-becomes-chinas-propaganda-tool-to-undermine-apples-india-8491 nashnova zh-cn 2026-08-04T14:56:03.443Z 塔塔电子泄密事件成中国打压苹果印度供应链的舆论工具 https://www.nashnova.com/zh/feed/special/four-major-ai-companies-visit-white-house-to-discuss-voluntary-safety-testing-8490 nashnova zh-cn 2026-08-04T14:54:42.677Z 四大AI公司赴白宫商讨自愿安全测试 https://www.nashnova.com/zh/feed/special/s-and-p-500-hits-all-time-high-of-7-665-up-11-4-percent-year-to-date-8489 nashnova zh-cn 2026-08-04T14:30:27.352Z 标普500创历史新高7665点，年内涨11.4% https://www.nashnova.com/zh/feed/special/new-jersey-ag-files-antitrust-lawsuit-against-amazon-8488 nashnova zh-cn 2026-08-04T14:29:30.090Z 新泽西州AG对亚马逊提起反垄断诉讼 https://www.nashnova.com/zh/feed/special/u-s-treasury-auction-sizes-expected-to-hold-steady-for-now-debate-over-timing-of-8487 nashnova zh-cn 2026-08-04T14:24:54.092Z 美国国债拍卖规模料暂维持，增发时点分歧延至2027年 https://www.nashnova.com/zh/feed/special/u-s-june-core-factory-orders-post-surprise-sharp-decline-marking-largest-monthly-8486 nashnova zh-cn 2026-08-04T14:20:50.545Z 美国6月核心工厂订单意外大跌，创年内最大单月降幅 https://www.nashnova.com/zh/feed/special/marvell-launches-new-ai-memory-infrastructure-products-stock-surges-over-11-8485 nashnova zh-cn 2026-08-04T14:19:40.792Z Marvell发布AI内存基础设施新品，股价涨逾11% https://www.nashnova.com/zh/feed/special/u-s-june-jolts-job-openings-fall-to-7-359-million-below-expectations-8484 nashnova zh-cn 2026-08-04T14:09:13.041Z 美国6月JOLTS职位空缺降至735.9万人，低于预期 https://www.nashnova.com/zh/feed/special/intel-emib-yield-improvement-may-pave-way-for-google-partnership-says-wedbush-8483 nashnova zh-cn 2026-08-04T13:49:20.901Z 英特尔EMIB良率提升，Wedbush称或促成谷歌合作 https://www.nashnova.com/zh/feed/special/momentum-stocks-plunged-in-july-while-the-broad-market-held-flat-ubs-remains-8482 nashnova zh-cn 2026-08-04T13:39:32.871Z 7月动量股崩跌而大盘持平，瑞银看多美股 https://www.nashnova.com/zh/feed/special/philadelphia-feds-harker-holding-rates-steady-is-prudent-watching-core-inflation-8481 nashnova zh-cn 2026-08-04T13:29:33.455Z 费城联储鲍尔森：维持利率是明智之举，关注核心通胀进展 https://www.nashnova.com/zh/feed/special/bezos-files-to-sell-approximately-4-1-billion-in-amazon-stock-8480 nashnova zh-cn 2026-08-04T13:25:05.183Z 贝佐斯申报出售亚马逊股票约410亿元 https://www.nashnova.com/zh/feed/special/apollo-the-60-40-portfolio-is-dead-8479 nashnova zh-cn 2026-08-04T13:09:39.087Z Apollo：60/40投资组合已失效 https://www.nashnova.com/zh/feed/special/bessent-feds-expansion-of-fima-liquidity-facility-is-reasonable-8478 nashnova zh-cn 2026-08-04T12:45:07.412Z 贝森特：美联储扩容FIMA流动性工具合理 https://www.nashnova.com/zh/feed/special/u-s-june-trade-deficit-narrows-to-73-3-billion-8477 nashnova zh-cn 2026-08-04T12:44:12.764Z 美国6月贸易逆差收窄至733亿美元 https://www.nashnova.com/zh/feed/special/bessent-yen-exchange-rate-level-is-problematic-may-trigger-competitive-8476 nashnova zh-cn 2026-08-04T12:34:44.735Z 贝森特：日元汇率水平存问题，或引发亚洲竞争性贬值 https://www.nashnova.com/zh/feed/special/anthropic-signs-10-billion-compute-deal-with-ai-cloud-startup-8475 nashnova zh-cn 2026-08-04T12:14:18.792Z Anthropic与AI云初创公司签百亿美元算力协议 https://www.nashnova.com/zh/feed/special/korean-stock-short-interest-hits-3-year-high-short-squeeze-conditions-emerging-8474 nashnova zh-cn 2026-08-04T12:06:47.716Z 韩股空头升至三年高位，轧空条件初现 https://www.nashnova.com/zh/feed/special/teslas-china-made-ev-sales-rise-37-8-percent-yoy-in-july-8473 nashnova zh-cn 2026-08-04T12:05:28.080Z 特斯拉7月中国制造电动车销量同比增37.8% https://www.nashnova.com/zh/feed/special/minimax-open-source-video-model-h3-restricts-access-in-the-us-europe-and-other-8472 nashnova zh-cn 2026-08-04T12:04:32.687Z MiniMax开源视频模型H3限制美欧等地使用 https://www.nashnova.com/zh/feed/special/eu-gas-storage-hits-nearly-two-decade-seasonal-low-winter-pivot-to-lng-8471 nashnova zh-cn 2026-08-04T11:55:28.056Z 欧盟储气量创近二十年同期低点，冬季转向LNG补库 https://www.nashnova.com/zh/feed/special/bessent-says-hormuz-deal-could-come-tuesday-or-wednesday-wti-crude-drops-2-5-8470 nashnova zh-cn 2026-08-04T11:54:34.699Z 贝森特称霍尔木兹协议或周二三达成，WTI原油跌2.5% https://www.nashnova.com/zh/feed/special/japan-10-year-bond-auction-disappoints-yields-approach-2-90-percent-8469 nashnova zh-cn 2026-08-04T11:25:38.734Z 日本10年期国债拍卖惨淡，收益率逼近2.90% https://www.nashnova.com/zh/feed/special/pfizer-q2-results-beat-expectations-raises-full-year-revenue-floor-to-60-5-8468 nashnova zh-cn 2026-08-04T11:24:30.718Z 辉瑞Q2业绩超预期，上调全年营收下限至605亿美元 https://www.nashnova.com/zh/feed/special/rmb-undervalued-by-20-percent-30-percent-structural-economic-constraints-limit-8467 nashnova zh-cn 2026-08-04T11:12:25.776Z 人民币被低估20%-30%，经济结构制约升值空间 https://www.nashnova.com/zh/feed/special/take-two-q1-earnings-preview-gta-6-progress-takes-center-stage-8466 nashnova zh-cn 2026-08-04T11:11:02.543Z Take-Two Q1财报前瞻：GTA 6进展成核心看点 https://www.nashnova.com/zh/feed/special/burry-shorts-ai-chip-etf-gains-21-percent-in-one-month-8465 nashnova zh-cn 2026-08-04T11:09:48.655Z 伯里做空AI芯片ETF，一个月获利21% https://www.nashnova.com/zh/feed/special/over-100-billion-in-investment-grade-bond-spreads-fall-into-junk-territory-8464 nashnova zh-cn 2026-08-04T11:08:22.377Z 逾千亿美元投资级债券利差跌入垃圾级区间 https://www.nashnova.com/zh/feed/special/morgan-stanley-recommends-24-ai-adoption-stocks-net-profit-margins-outperform-8463 nashnova zh-cn 2026-08-04T11:06:44.817Z 摩根士丹利推荐24只AI采用股，净利润率跑赢大盘近400基点 https://www.nashnova.com/zh/feed/special/caterpillar-q2-profit-nearly-doubles-as-data-center-demand-drives-stock-up-over-8462 nashnova zh-cn 2026-08-04T11:05:46.374Z 卡特彼勒Q2利润近翻倍，数据中心需求驱动股价涨逾7% https://www.nashnova.com/zh/feed/special/qatar-confirms-u-s-iran-deal-wording-has-been-drafted-oil-prices-dip-in-short-8461 nashnova zh-cn 2026-08-04T11:04:33.164Z 卡塔尔确认美伊协议措辞已拟定，油价短线走低 https://www.nashnova.com/zh/feed/special/u-s-military-long-range-precision-missile-stockpiles-nearly-depleted-deterrence-8460 nashnova zh-cn 2026-08-04T10:56:38.734Z 美军远程精确导弹库存近耗尽，对华威慑能力受质疑 https://www.nashnova.com/zh/feed/special/apollo-global-q2-management-fee-revenue-hits-record-as-asset-disposition-slows-8459 nashnova zh-cn 2026-08-04T10:55:22.570Z 阿波罗全球Q2管理费收入创纪录，资产出售放缓 https://www.nashnova.com/zh/feed/special/merck-q2-revenue-beats-expectations-keytruda-drives-growth-but-full-year-8458 nashnova zh-cn 2026-08-04T10:51:20.880Z 默沙东Q2营收超预期，Keytruda驱动增长但全年盈利预测大幅下调 https://www.nashnova.com/zh/feed/special/blackrock-ai-overweight-stance-unchanged-competition-and-interest-rates-are-key-8457 nashnova zh-cn 2026-08-04T10:44:26.168Z 贝莱德：AI超配立场不变，竞争与利率是主要风险 https://www.nashnova.com/zh/feed/special/samsung-reclaims-global-1-in-dram-with-39-percent-q2-market-share-8456 nashnova zh-cn 2026-08-04T10:34:27.244Z 三星Q2 DRAM市占39%重夺全球第一 https://www.nashnova.com/zh/feed/special/spotify-q3-profit-guidance-misses-expectations-as-slowing-user-growth-weighs-on-8455 nashnova zh-cn 2026-08-04T10:25:38.181Z Spotify三季度盈利预测低于预期，用户增长放缓拖累股价 https://www.nashnova.com/zh/feed/special/william-blair-initiates-coverage-on-sk-hynix-adr-260-price-target-implies-82-8454 nashnova zh-cn 2026-08-04T10:24:36.844Z 威廉布莱尔首评SK海力士ADR：目标价260美元，上涨空间82% https://www.nashnova.com/zh/feed/special/u-s-considers-banning-imports-of-chinese-data-center-optical-transceivers-8453 nashnova zh-cn 2026-08-04T10:20:30.896Z 美国拟禁止进口中国数据中心光模块 https://www.nashnova.com/zh/feed/special/u-s-manufacturing-posts-strongest-growth-in-four-years-8452 nashnova zh-cn 2026-08-04T10:19:18.433Z 美国制造业创四年最强增长 https://www.nashnova.com/zh/feed/special/ai-data-center-developers-use-bank-letters-of-credit-to-secure-grid-8451 nashnova zh-cn 2026-08-04T09:54:42.973Z AI数据中心开发商借道银行信用证锁定电网接入权 https://www.nashnova.com/zh/feed/special/trump-issues-ultimatum-to-iran-reach-hormuz-deal-today-or-tomorrow-or-face-8450 nashnova zh-cn 2026-08-04T09:34:54.053Z 特朗普向伊朗发最后通牒：今明达成霍尔木兹协议或遭空袭 https://www.nashnova.com/zh/feed/special/u-s-department-of-defense-cancels-300-million-lithium-procurement-tender-8449 nashnova zh-cn 2026-08-04T09:25:22.796Z 美国国防部取消3亿美元锂采购招标 https://www.nashnova.com/zh/feed/special/pboc-conducts-500-billion-yuan-outright-reverse-repo-on-august-5-8448 nashnova zh-cn 2026-08-04T09:19:19.654Z 央行8月5日开展5000亿元买断式逆回购 https://www.nashnova.com/zh/feed/special/goldman-sachs-brent-crude-to-trade-in-the-80-90-range-8447 nashnova zh-cn 2026-08-04T09:05:46.471Z 高盛：布伦特原油将在80-90美元区间震荡 https://www.nashnova.com/zh/feed/special/samsung-retail-shareholders-launch-petition-for-extraordinary-general-meeting-8446 nashnova zh-cn 2026-08-04T09:04:38.686Z 三星散户股东发起特别股东大会请愿，要求回购逾3万亿韩元并限制绩效奖金 https://www.nashnova.com/zh/feed/special/china-releases-mandatory-national-standards-for-autonomous-driving-effective-8445 nashnova zh-cn 2026-08-04T08:59:42.487Z 中国自动驾驶强制国标发布，2027年7月实施 https://www.nashnova.com/zh/feed/special/citi-european-equities-lead-global-risk-appetite-amid-ai-concerns-8444 nashnova zh-cn 2026-08-04T08:29:34.659Z 花旗：AI忧虑下欧股风险偏好领跑全球 https://www.nashnova.com/zh/feed/special/barclays-implied-valuation-multiples-for-us-ai-stocks-declined-17-percent-on-8443 nashnova zh-cn 2026-08-04T08:15:50.397Z 巴克莱：美股AI板块隐含估值倍数一个月内平均下移17% https://www.nashnova.com/zh/feed/special/hsbc-samsung-electronics-stock-has-erased-its-long-term-ai-premium-8442 nashnova zh-cn 2026-08-04T08:04:55.126Z 汇丰：三星电子股价已抹去AI长期溢价 https://www.nashnova.com/zh/feed/special/global-risk-hard-to-price-bond-funds-pivot-to-europe-8441 nashnova zh-cn 2026-08-04T07:55:11.460Z 全球风险难定价，债券基金转向欧洲 https://www.nashnova.com/zh/feed/special/apples-annual-sales-in-india-surpass-10-billion-for-the-first-time-8440 nashnova zh-cn 2026-08-04T07:39:48.642Z 苹果印度年销售额首破100亿美元 https://www.nashnova.com/zh/feed/special/tesla-robotaxi-expansion-hits-roadblocks-as-fsd-faces-setbacks-in-european-8439 nashnova zh-cn 2026-08-04T07:16:19.135Z 特斯拉Robotaxi扩张受阻，FSD欧洲审批遇挫 https://www.nashnova.com/zh/feed/special/huawei-scientist-warns-nvidias-chip-computing-power-expansion-will-hit-physical-8438 nashnova zh-cn 2026-08-04T07:14:47.471Z 华为科学家警告英伟达芯片算力扩张将触物理极限 https://www.nashnova.com/zh/feed/special/citi-bullish-on-semiconductor-equipment-stocks-adds-applied-materials-to-8437 nashnova zh-cn 2026-08-04T07:05:10.270Z 花旗看好半导体设备股，应用材料列入催化剂观察 https://www.nashnova.com/zh/feed/special/rio-tinto-abandons-plans-to-restart-glencore-takeover-bid-8436 nashnova zh-cn 2026-08-04T06:59:18.392Z 力拓放弃重启收购嘉能可计划 https://www.nashnova.com/zh/feed/special/sigmaintell-global-semiconductor-sales-expected-to-exceed-1-5-trillion-in-2026-8435 nashnova zh-cn 2026-08-04T06:40:12.000Z 群智咨询：2026年全球半导体销售额预计突破1.5万亿美元 https://www.nashnova.com/zh/feed/special/softbank-q2-earnings-ai-investment-funding-chain-under-pressure-8434 nashnova zh-cn 2026-08-04T06:36:09.198Z 软银Q2财报：AI投资资金链承压 https://www.nashnova.com/zh/feed/special/bp-q2-profit-surges-144-percent-yoy-divests-u-s-biogas-business-8433 nashnova zh-cn 2026-08-04T06:34:42.115Z BP二季度利润同比增144%，出售美国生物气业务 https://www.nashnova.com/zh/feed/special/korean-stocks-drop-1-5-percent-as-asia-pacific-tech-sector-under-pressure-8432 nashnova zh-cn 2026-08-04T06:29:52.040Z 韩股跌1.5% 亚太科技板块承压 https://www.nashnova.com/zh/feed/special/former-boj-official-if-yen-falls-further-u-s-and-japan-will-jointly-intervene-8431 nashnova zh-cn 2026-08-04T06:10:51.017Z 前日本央行官员：日元若再跌，美日必再联合干预 https://www.nashnova.com/zh/feed/special/apple-files-for-temporary-restraining-order-to-block-openai-from-using-its-trade-8430 nashnova zh-cn 2026-08-04T06:09:46.575Z 苹果申请临时禁令阻止OpenAI使用其商业秘密 https://www.nashnova.com/zh/feed/special/saudi-aramco-q2-net-profit-surges-33-percent-hormuz-blockade-threat-pushes-oil-8429 nashnova zh-cn 2026-08-04T05:29:43.321Z 沙特阿美Q2净利润增33%，霍尔木兹封锁推升油价 https://www.nashnova.com/zh/feed/special/toyota-raises-full-year-operating-profit-guidance-to-3-4-trillion-and-announces-8428 nashnova zh-cn 2026-08-04T05:25:04.848Z 丰田上调全年营业利润至3.4万亿日元并宣布1万亿日元回购 https://www.nashnova.com/zh/feed/special/alibaba-launches-qwen3-8-max-as-deepseeks-low-pricing-intensifies-chinas-ai-8427 nashnova zh-cn 2026-08-04T05:10:51.823Z 阿里发布Qwen3.8-Max，DeepSeek低价加剧中国AI竞争 https://www.nashnova.com/zh/feed/special/chinese-capital-buying-the-dip-supports-gold-holding-above-4-000-8426 nashnova zh-cn 2026-08-04T04:59:27.622Z 中国资金抄底支撑金价守住4000美元 https://www.nashnova.com/zh/feed/special/sk-hynix-and-sandisk-release-first-hbf-standard-specification-google-joins-the-8425 nashnova zh-cn 2026-08-04T04:34:49.032Z SK海力士与闪迪发布HBF首个标准规范，谷歌加入生态 https://www.nashnova.com/zh/feed/special/hp-asus-and-acer-begin-adopting-cxmt-dram-chips-8424 nashnova zh-cn 2026-08-04T04:26:47.607Z 惠普华硕宏碁开始采用长鑫存储DRAM芯片 https://www.nashnova.com/zh/feed/special/claude-fable-5-tops-ai-coding-benchmark-with-64-percent-success-rate-8423 nashnova zh-cn 2026-08-04T04:25:37.858Z Claude Fable 5以64%成功率登顶AI编程榜 https://www.nashnova.com/zh/feed/special/shein-targets-30-40-billion-valuation-for-hong-kong-ipo-8422 nashnova zh-cn 2026-08-04T04:24:17.339Z Shein港股IPO估值目标300至400亿美元 https://www.nashnova.com/zh/feed/special/hk-stocks-midday-hang-seng-index-falls-0-49-percent-as-optical-communication-8421 nashnova zh-cn 2026-08-04T04:15:25.713Z 港股午盘恒指跌0.49% 光通信板块逆市大涨 https://www.nashnova.com/zh/feed/special/4000-8420 nashnova zh-cn 2026-08-04T04:14:10.299Z 大型制药行业酝酿4000亿美元级并购 https://www.nashnova.com/zh/feed/special/8419 nashnova zh-cn 2026-08-04T04:10:53.753Z 人民币大宗商品计价：铁矿石先行，石油难复制 https://www.nashnova.com/zh-hant/feed/special/high-flyer-quant-drops-over-20-percent-in-july-alone-institutions-say-ai-theme-8518 nashnova zh-tw 2026-08-04T20:06:03.569Z 幻方量化7月單月跌逾20%，機構稱AI主線未終結 https://www.nashnova.com/zh-hant/feed/special/amazon-loses-injunction-bid-perplexity-ai-shopping-tool-unblocked-8517 nashnova zh-tw 2026-08-04T20:04:33.068Z 亞馬遜申請禁令敗訴，Perplexity AI購物工具獲解禁 https://www.nashnova.com/zh-hant/feed/special/renaissance-capital-rare-downgrade-on-apple-citing-slowing-services-growth-8516 nashnova zh-tw 2026-08-04T19:54:18.350Z 華興資本罕見下調蘋果評級，指服務增速放緩 https://www.nashnova.com/zh-hant/feed/special/samsung-unveils-400-layer-bv-nand-with-58-percent-storage-density-improvement-8515 nashnova zh-tw 2026-08-04T19:40:21.112Z 三星發布400層BV-NAND，存儲密度提升58% https://www.nashnova.com/zh-hant/feed/special/spacex-and-nvidia-partner-to-design-satellite-computing-deployment-solutions-8514 nashnova zh-tw 2026-08-04T19:39:20.570Z SpaceX與輝達合作設計衛星算力部署方案 https://www.nashnova.com/zh-hant/feed/special/ai-8513 nashnova zh-tw 2026-08-04T19:19:34.079Z 富國銀行：AI支出紅利向工業股傳導 https://www.nashnova.com/zh-hant/feed/special/all-three-major-u-s-indexes-hit-record-highs-as-chip-stocks-surge-nearly-7-8512 nashnova zh-tw 2026-08-04T18:34:41.773Z 美股三大指數齊創紀錄 晶片股單日漲近7% https://www.nashnova.com/zh-hant/feed/special/lockheed-in-talks-to-secure-domestic-scandium-and-germanium-supply-rare-earth-8511 nashnova zh-tw 2026-08-04T18:29:48.553Z 洛克希德洽購美國本土鈧鍺供應 稀土股跟漲 https://www.nashnova.com/zh-hant/feed/special/indian-vessel-sunk-by-projectile-near-yemen-14-crew-members-rescued-8510 nashnova zh-tw 2026-08-04T18:19:19.654Z 印度船隻也門附近遭彈射物擊沉，14名船員獲救 https://www.nashnova.com/zh-hant/feed/special/opec-july-output-rises-1-16m-bpd-led-by-three-gulf-states-8509 nashnova zh-tw 2026-08-04T18:04:33.843Z OPEC 7月產量增116萬桶/日，海灣三國主導復產 https://www.nashnova.com/zh-hant/feed/special/ft-palantirs-valuation-driven-by-greed-and-fear-8508 nashnova zh-tw 2026-08-04T17:34:20.911Z FT：Palantir估值由貪婪與恐懼驅動 https://www.nashnova.com/zh-hant/feed/special/oracles-ai-gamble-credit-rating-nearing-junk-status-stock-price-cut-in-half-8507 nashnova zh-tw 2026-08-04T17:31:53.083Z 甲骨文AI豪賭：信用評級逼近垃圾級，股價腰斬 https://www.nashnova.com/zh-hant/feed/special/big-five-tech-giants-ai-data-center-lease-commitments-exceed-1-trillion-8506 nashnova zh-tw 2026-08-04T17:30:30.739Z 五大科技巨頭AI數據中心租約承諾逾1萬億美元 https://www.nashnova.com/zh-hant/feed/special/uber-q2-earnings-preview-eps-expected-at-0-80-robotaxi-competition-in-focus-8505 nashnova zh-tw 2026-08-04T17:29:19.369Z Uber Q2財報前瞻：EPS預期0.80美元，Robotaxi競爭成焦點 https://www.nashnova.com/zh-hant/feed/special/apple-kicks-off-inventory-build-for-september-iphone-launch-event-first-to-be-8504 nashnova zh-tw 2026-08-04T17:09:38.511Z 蘋果9月iPhone發布會備貨啟動，首次由特納斯主持 https://www.nashnova.com/zh-hant/feed/special/japan-considers-adopting-palantir-and-anduril-ai-systems-to-strengthen-defense-8503 nashnova zh-tw 2026-08-04T17:05:26.939Z 日本考慮引入Palantir和Anduril AI系統強化防衛指揮 https://www.nashnova.com/zh-hant/feed/special/tsmc-3nm-wafer-production-ramps-up-two-to-three-months-ahead-of-schedule-8502 nashnova zh-tw 2026-08-04T17:04:20.942Z 台積電3nm晶圓提前兩三個月量產 https://www.nashnova.com/zh-hant/feed/special/novo-nordisk-q2-profit-beats-expectations-raises-full-year-guidance-8501 nashnova zh-tw 2026-08-04T16:54:47.906Z 諾和諾德Q2利潤超預期，上調全年展望 https://www.nashnova.com/zh-hant/feed/special/blackstone-plans-large-scale-debt-financing-for-anthropic-chip-deal-8500 nashnova zh-tw 2026-08-04T16:49:19.958Z 黑石擬為Anthropic晶片交易提供大規模債務融資 https://www.nashnova.com/zh-hant/feed/special/bessent-defends-warsh-markets-experiencing-fed-guidance-withdrawal-8499 nashnova zh-tw 2026-08-04T16:39:44.697Z 貝森特為沃什辯護：市場正經歷美聯儲指引「戒斷」 https://www.nashnova.com/zh-hant/feed/special/u-s-plans-to-set-price-floor-on-polysilicon-and-impose-additional-tariffs-8498 nashnova zh-tw 2026-08-04T16:24:17.266Z 美國擬對多晶矽設價格下限並加徵關稅 https://www.nashnova.com/zh-hant/feed/special/wall-street-institutions-dominate-crypto-market-as-retail-retreat-reshapes-8497 nashnova zh-tw 2026-08-04T16:16:09.068Z 華爾街機構主導加密市場，散戶退潮重塑市場結構 https://www.nashnova.com/zh-hant/feed/special/if-siri-ai-succeeds-apple-may-be-forced-to-ramp-up-ai-spending-8496 nashnova zh-tw 2026-08-04T16:14:44.248Z Siri AI若成功，蘋果AI支出或被迫擴大 https://www.nashnova.com/zh-hant/feed/special/disney-q3-earnings-preview-eps-expected-to-rise-14-9-percent-8495 nashnova zh-tw 2026-08-04T15:59:16.526Z 迪士尼Q3財報前瞻：EPS預期升14.9% https://www.nashnova.com/zh-hant/feed/special/bernstein-clarity-act-stalling-could-weigh-on-crypto-valuations-8494 nashnova zh-tw 2026-08-04T15:39:30.596Z 伯恩斯坦：CLARITY法案受阻或壓低加密貨幣估值 https://www.nashnova.com/zh-hant/feed/special/earnings-from-four-analog-chip-giants-confirm-the-start-of-an-upcycle-8493 nashnova zh-tw 2026-08-04T15:35:19.903Z 四大模擬晶片巨頭財報確認上行週期啟動 https://www.nashnova.com/zh-hant/feed/special/oil-prices-drop-5-percent-easing-rate-hike-expectations-u-s-treasury-yields-fall-8492 nashnova zh-tw 2026-08-04T15:14:49.102Z 油價跌5%壓低加息預期，美債收益率全線回落 https://www.nashnova.com/zh-hant/feed/special/tata-electronics-leak-becomes-chinas-propaganda-tool-to-undermine-apples-india-8491 nashnova zh-tw 2026-08-04T14:56:03.443Z 塔塔電子洩密事件成中國打壓蘋果印度供應鏈的輿論工具 https://www.nashnova.com/zh-hant/feed/special/four-major-ai-companies-visit-white-house-to-discuss-voluntary-safety-testing-8490 nashnova zh-tw 2026-08-04T14:54:42.677Z 四大AI公司赴白宮商討自願安全測試 https://www.nashnova.com/zh-hant/feed/special/s-and-p-500-hits-all-time-high-of-7-665-up-11-4-percent-year-to-date-8489 nashnova zh-tw 2026-08-04T14:30:27.352Z 標普500創歷史新高7665點，年內漲11.4% https://www.nashnova.com/zh-hant/feed/special/new-jersey-ag-files-antitrust-lawsuit-against-amazon-8488 nashnova zh-tw 2026-08-04T14:29:30.090Z 新澤西州AG對亞馬遜提起反壟斷訴訟 https://www.nashnova.com/zh-hant/feed/special/u-s-treasury-auction-sizes-expected-to-hold-steady-for-now-debate-over-timing-of-8487 nashnova zh-tw 2026-08-04T14:24:54.092Z 美國國債拍賣規模料暫維持，增發時點分歧延至2027年 https://www.nashnova.com/zh-hant/feed/special/u-s-june-core-factory-orders-post-surprise-sharp-decline-marking-largest-monthly-8486 nashnova zh-tw 2026-08-04T14:20:50.545Z 美國6月核心工廠訂單意外大跌，創年內最大單月降幅 https://www.nashnova.com/zh-hant/feed/special/marvell-launches-new-ai-memory-infrastructure-products-stock-surges-over-11-8485 nashnova zh-tw 2026-08-04T14:19:40.792Z Marvell發布AI記憶體基礎設施新品，股價漲逾11% https://www.nashnova.com/zh-hant/feed/special/u-s-june-jolts-job-openings-fall-to-7-359-million-below-expectations-8484 nashnova zh-tw 2026-08-04T14:09:13.041Z 美國6月JOLTS職位空缺降至735.9萬人，低於預期 https://www.nashnova.com/zh-hant/feed/special/intel-emib-yield-improvement-may-pave-way-for-google-partnership-says-wedbush-8483 nashnova zh-tw 2026-08-04T13:49:20.901Z 英特爾EMIB良率提升，Wedbush稱或促成谷歌合作 https://www.nashnova.com/zh-hant/feed/special/momentum-stocks-plunged-in-july-while-the-broad-market-held-flat-ubs-remains-8482 nashnova zh-tw 2026-08-04T13:39:32.871Z 7月動量股崩跌而大盤持平，瑞銀看多美股 https://www.nashnova.com/zh-hant/feed/special/philadelphia-feds-harker-holding-rates-steady-is-prudent-watching-core-inflation-8481 nashnova zh-tw 2026-08-04T13:29:33.455Z 費城聯儲鮑爾森：維持利率是明智之舉，關注核心通膨進展 https://www.nashnova.com/zh-hant/feed/special/bezos-files-to-sell-approximately-4-1-billion-in-amazon-stock-8480 nashnova zh-tw 2026-08-04T13:25:05.183Z 貝佐斯申報出售亞馬遜股票約410億元 https://www.nashnova.com/zh-hant/feed/special/apollo-the-60-40-portfolio-is-dead-8479 nashnova zh-tw 2026-08-04T13:09:39.087Z Apollo：60/40投資組合已失效 https://www.nashnova.com/zh-hant/feed/special/bessent-feds-expansion-of-fima-liquidity-facility-is-reasonable-8478 nashnova zh-tw 2026-08-04T12:45:07.412Z 貝森特：美聯儲擴容FIMA流動性工具合理 https://www.nashnova.com/zh-hant/feed/special/u-s-june-trade-deficit-narrows-to-73-3-billion-8477 nashnova zh-tw 2026-08-04T12:44:12.764Z 美國6月貿易逆差收窄至733億美元 https://www.nashnova.com/zh-hant/feed/special/bessent-yen-exchange-rate-level-is-problematic-may-trigger-competitive-8476 nashnova zh-tw 2026-08-04T12:34:44.735Z 貝森特：日圓匯率水平存問題，或引發亞洲競爭性貶值 https://www.nashnova.com/zh-hant/feed/special/anthropic-signs-10-billion-compute-deal-with-ai-cloud-startup-8475 nashnova zh-tw 2026-08-04T12:14:18.792Z Anthropic與AI雲端初創公司簽百億美元算力協議 https://www.nashnova.com/zh-hant/feed/special/korean-stock-short-interest-hits-3-year-high-short-squeeze-conditions-emerging-8474 nashnova zh-tw 2026-08-04T12:06:47.716Z 韓股空頭升至三年高位，軋空條件初現 https://www.nashnova.com/zh-hant/feed/special/teslas-china-made-ev-sales-rise-37-8-percent-yoy-in-july-8473 nashnova zh-tw 2026-08-04T12:05:28.080Z 特斯拉7月中國製造電動車銷量同比增37.8% https://www.nashnova.com/zh-hant/feed/special/minimax-open-source-video-model-h3-restricts-access-in-the-us-europe-and-other-8472 nashnova zh-tw 2026-08-04T12:04:32.687Z MiniMax開源視頻模型H3限制美歐等地使用 https://www.nashnova.com/zh-hant/feed/special/eu-gas-storage-hits-nearly-two-decade-seasonal-low-winter-pivot-to-lng-8471 nashnova zh-tw 2026-08-04T11:55:28.056Z 歐盟儲氣量創近二十年同期低點，冬季轉向LNG補庫 https://www.nashnova.com/zh-hant/feed/special/bessent-says-hormuz-deal-could-come-tuesday-or-wednesday-wti-crude-drops-2-5-8470 nashnova zh-tw 2026-08-04T11:54:34.699Z 貝森特稱霍爾木茲協議或週二三達成，WTI原油跌2.5% https://www.nashnova.com/zh-hant/feed/special/japan-10-year-bond-auction-disappoints-yields-approach-2-90-percent-8469 nashnova zh-tw 2026-08-04T11:25:38.734Z 日本10年期國債拍賣慘淡，殖利率逼近2.90% https://www.nashnova.com/zh-hant/feed/special/pfizer-q2-results-beat-expectations-raises-full-year-revenue-floor-to-60-5-8468 nashnova zh-tw 2026-08-04T11:24:30.718Z 輝瑞Q2業績超預期，上調全年營收下限至605億美元 https://www.nashnova.com/zh-hant/feed/special/rmb-undervalued-by-20-percent-30-percent-structural-economic-constraints-limit-8467 nashnova zh-tw 2026-08-04T11:12:25.776Z 人民幣被低估20%-30%，經濟結構制約升值空間 https://www.nashnova.com/zh-hant/feed/special/take-two-q1-earnings-preview-gta-6-progress-takes-center-stage-8466 nashnova zh-tw 2026-08-04T11:11:02.543Z Take-Two Q1財報前瞻：GTA 6進展成核心看點 https://www.nashnova.com/zh-hant/feed/special/burry-shorts-ai-chip-etf-gains-21-percent-in-one-month-8465 nashnova zh-tw 2026-08-04T11:09:48.655Z 伯里做空AI晶片ETF，一個月獲利21% https://www.nashnova.com/zh-hant/feed/special/over-100-billion-in-investment-grade-bond-spreads-fall-into-junk-territory-8464 nashnova zh-tw 2026-08-04T11:08:22.377Z 逾千億美元投資級債券利差跌入垃圾級區間 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-recommends-24-ai-adoption-stocks-net-profit-margins-outperform-8463 nashnova zh-tw 2026-08-04T11:06:44.817Z 摩根士丹利推薦24檔AI採用股，淨利潤率跑贏大盤近400基點 https://www.nashnova.com/zh-hant/feed/special/caterpillar-q2-profit-nearly-doubles-as-data-center-demand-drives-stock-up-over-8462 nashnova zh-tw 2026-08-04T11:05:46.374Z 卡特彼勒Q2利潤近翻倍，數據中心需求驅動股價漲逾7% https://www.nashnova.com/zh-hant/feed/special/qatar-confirms-u-s-iran-deal-wording-has-been-drafted-oil-prices-dip-in-short-8461 nashnova zh-tw 2026-08-04T11:04:33.164Z 卡達確認美伊協議措辭已擬定，油價短線走低 https://www.nashnova.com/zh-hant/feed/special/u-s-military-long-range-precision-missile-stockpiles-nearly-depleted-deterrence-8460 nashnova zh-tw 2026-08-04T10:56:38.734Z 美軍遠程精確導彈庫存近耗盡，對華威懾能力受質疑 https://www.nashnova.com/zh-hant/feed/special/apollo-global-q2-management-fee-revenue-hits-record-as-asset-disposition-slows-8459 nashnova zh-tw 2026-08-04T10:55:22.570Z 阿波羅全球Q2管理費收入創紀錄，資產出售放緩 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https://www.nashnova.com/zh-hant/feed/special/u-s-considers-banning-imports-of-chinese-data-center-optical-transceivers-8453 nashnova zh-tw 2026-08-04T10:20:30.896Z 美國擬禁止進口中國數據中心光模組 https://www.nashnova.com/zh-hant/feed/special/u-s-manufacturing-posts-strongest-growth-in-four-years-8452 nashnova zh-tw 2026-08-04T10:19:18.433Z 美國製造業創四年最強增長 https://www.nashnova.com/zh-hant/feed/special/ai-data-center-developers-use-bank-letters-of-credit-to-secure-grid-8451 nashnova zh-tw 2026-08-04T09:54:42.973Z AI資料中心開發商借道銀行信用證鎖定電網接入權 https://www.nashnova.com/zh-hant/feed/special/trump-issues-ultimatum-to-iran-reach-hormuz-deal-today-or-tomorrow-or-face-8450 nashnova zh-tw 2026-08-04T09:34:54.053Z 特朗普向伊朗發最後通牒：今明達成霍爾木茲協議或遭空襲 https://www.nashnova.com/zh-hant/feed/special/u-s-department-of-defense-cancels-300-million-lithium-procurement-tender-8449 nashnova zh-tw 2026-08-04T09:25:22.796Z 美國國防部取消3億美元鋰採購招標 https://www.nashnova.com/zh-hant/feed/special/pboc-conducts-500-billion-yuan-outright-reverse-repo-on-august-5-8448 nashnova zh-tw 2026-08-04T09:19:19.654Z 央行8月5日開展5000億元買斷式逆回購 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-brent-crude-to-trade-in-the-80-90-range-8447 nashnova zh-tw 2026-08-04T09:05:46.471Z 高盛：布倫特原油將在80-90美元區間震盪 https://www.nashnova.com/zh-hant/feed/special/samsung-retail-shareholders-launch-petition-for-extraordinary-general-meeting-8446 nashnova zh-tw 2026-08-04T09:04:38.686Z 三星散戶股東發起特別股東大會請願，要求回購逾3萬億韓元並限制績效獎金 https://www.nashnova.com/zh-hant/feed/special/china-releases-mandatory-national-standards-for-autonomous-driving-effective-8445 nashnova zh-tw 2026-08-04T08:59:42.487Z 中國自動駕駛強制國標發布，2027年7月實施 https://www.nashnova.com/zh-hant/feed/special/citi-european-equities-lead-global-risk-appetite-amid-ai-concerns-8444 nashnova zh-tw 2026-08-04T08:29:34.659Z 花旗：AI憂慮下歐股風險偏好領跑全球 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