https://www.nashnova.com/feed/special/microsoft-ai-financial-disclosure-under-scrutiny-azure-revenue-remains-a-black-10575 nashnova en 2026-08-26T09:45:38.842Z Microsoft AI Financial Disclosure Under Scrutiny: Azure Revenue Remains a Black Box https://www.nashnova.com/feed/special/hansoh-pharmaceutical-reports-h1-net-profit-of-4-258-billion-yuan-up-36-percent-10574 nashnova en 2026-08-26T09:44:22.456Z Hansoh Pharmaceutical Reports H1 Net Profit of 4.258 Billion Yuan, Up 36% YoY https://www.nashnova.com/feed/special/zhipu-ai-stealth-launches-ox-alpha-model-usage-exceeds-deepseek-by-2x-10573 nashnova en 2026-08-26T09:20:44.316Z Zhipu AI Stealth-Launches Ox Alpha Model, Usage Exceeds DeepSeek by 2x https://www.nashnova.com/feed/special/sensetime-reports-h1-2026-revenue-of-rmb-2-91-billion-with-generative-ai-10572 nashnova en 2026-08-26T09:19:33.269Z SenseTime Reports H1 2026 Revenue of RMB 2.91 Billion with Generative AI Accounting for Nearly 80% https://www.nashnova.com/feed/special/chinas-chip-equipment-makers-see-broad-revenue-growth-but-profit-margins-under-10571 nashnova en 2026-08-26T09:16:42.175Z China's Chip Equipment Makers See Broad Revenue Growth, but Profit Margins Under Widespread Pressure https://www.nashnova.com/feed/special/nvidia-reveals-vera-cpu-architecture-details-at-hot-chips-2026-taking-aim-at-10570 nashnova en 2026-08-26T09:14:53.359Z NVIDIA Reveals Vera CPU Architecture Details at Hot Chips 2026, Taking Aim at Server Market https://www.nashnova.com/feed/special/cnooc-reports-record-high-interim-net-profit-of-rmb-85-8-billion-up-23-percent-10569 nashnova en 2026-08-26T09:04:23.688Z CNOOC Reports Record-High Interim Net Profit of RMB 85.8 Billion, Up 23% YoY https://www.nashnova.com/feed/special/li-auto-q2-revenue-beats-expectations-at-25-7b-yuan-gross-margin-at-11-percent-10568 nashnova en 2026-08-26T08:39:19.236Z Li Auto Q2 Revenue Beats Expectations at 25.7B Yuan, Gross Margin at 11% Slightly Below Estimates https://www.nashnova.com/feed/special/jpmorgan-alibabas-share-placement-selloff-overdone-three-tech-giants-show-10567 nashnova en 2026-08-26T08:20:04.210Z JPMorgan: Alibaba's Share Placement Selloff Overdone; Three Tech Giants Show Divergent AI Financing Paths https://www.nashnova.com/feed/special/samsung-showcases-lpddr5x-pim-at-hot-chips-2026-boosting-ai-inference-speed-by-2-10566 nashnova en 2026-08-26T08:12:05.870Z Samsung Showcases LPDDR5X-PIM at Hot Chips 2026, Boosting AI Inference Speed by 2.28x https://www.nashnova.com/feed/special/moonshot-ai-in-revenue-sharing-talks-with-microsoft-amazon-and-google-for-k3-10565 nashnova en 2026-08-26T08:10:37.644Z Moonshot AI in Revenue-Sharing Talks with Microsoft, Amazon, and Google for K3, Seeking Up to 30% of Revenue https://www.nashnova.com/feed/special/6-4-billion-bitcoin-options-expiry-may-amplify-market-volatility-10564 nashnova en 2026-08-26T08:09:22.422Z $6.4 Billion Bitcoin Options Expiry May Amplify Market Volatility https://www.nashnova.com/feed/special/shein-hong-kong-ipo-existing-shareholders-agree-to-six-month-lock-up-on-new-10563 nashnova en 2026-08-26T08:04:30.282Z Shein Hong Kong IPO: Existing Shareholders Agree to Six-Month Lock-Up on New Shares https://www.nashnova.com/feed/special/european-natural-gas-reserves-hit-lowest-for-the-period-since-2009-inflation-and-10561 nashnova en 2026-08-26T07:50:05.018Z European Natural Gas Reserves Hit Lowest for the Period Since 2009, Inflation and Rate Hike Risks Intensify https://www.nashnova.com/feed/special/evergrande-liquidators-granted-permission-to-sue-pwc-international-seeking-8-4-10559 nashnova en 2026-08-26T07:19:43.220Z Evergrande Liquidators Granted Permission to Sue PwC International, Seeking $8.4 Billion in Damages https://www.nashnova.com/feed/special/deepseek-reports-70-7m-revenue-in-first-7-months-api-gross-margin-reaches-82-9-10558 nashnova en 2026-08-26T07:04:57.795Z DeepSeek Reports $70.7M Revenue in First 7 Months, API Gross Margin Reaches 82.9% https://www.nashnova.com/feed/special/huawei-pitches-ai-chips-to-egypt-as-u-s-scrambles-to-form-counter-alliance-10557 nashnova en 2026-08-26T06:55:03.410Z Huawei Pitches AI Chips to Egypt as U.S. Scrambles to Form Counter-Alliance https://www.nashnova.com/feed/special/macquarie-capital-trump-2-0-accelerates-the-end-of-american-exceptionalism-10556 nashnova en 2026-08-26T06:49:10.669Z Macquarie Capital: Trump 2.0 Accelerates the End of American Exceptionalism https://www.nashnova.com/feed/special/goldman-sachs-expects-q3-earnings-inflection-point-for-hong-kong-listed-internet-10555 nashnova en 2026-08-26T06:39:00.879Z Goldman Sachs Expects Q3 Earnings Inflection Point for Hong Kong-Listed Internet Giants https://www.nashnova.com/feed/special/ai-hedge-fund-heavily-invested-in-sk-hynix-loses-67-percent-in-one-month-as-sec-10554 nashnova en 2026-08-26T06:00:43.045Z AI Hedge Fund Heavily Invested in SK Hynix Loses 67% in One Month as SEC Probes Leveraged Trades https://www.nashnova.com/feed/special/ecbs-schnabel-inflation-unlikely-to-return-to-target-further-rate-hikes-needed-10553 nashnova en 2026-08-26T05:59:17.522Z ECB's Schnabel: Inflation Unlikely to Return to Target, Further Rate Hikes Needed https://www.nashnova.com/feed/special/japan-and-uk-sell-off-pushes-30-year-treasury-yield-to-highest-since-2007-10552 nashnova en 2026-08-26T05:44:21.574Z Japan and UK Sell-Off Pushes 30-Year Treasury Yield to Highest Since 2007 https://www.nashnova.com/feed/special/softbank-plans-up-to-20-billion-bond-offering-to-fund-openai-investment-10551 nashnova en 2026-08-26T05:19:26.532Z SoftBank Plans Up to $20 Billion Bond Offering to Fund OpenAI Investment https://www.nashnova.com/feed/special/chinas-four-major-gpu-makers-chart-divergent-paths-to-challenge-nvidia-10550 nashnova en 2026-08-26T04:17:33.363Z China's Four Major GPU Makers Chart Divergent Paths to Challenge Nvidia https://www.nashnova.com/feed/special/spacex-orbital-data-center-plan-dual-physical-and-financial-challenges-remain-10549 nashnova en 2026-08-26T04:16:13.544Z SpaceX Orbital Data Center Plan: Dual Physical and Financial Challenges Remain https://www.nashnova.com/feed/special/samsungs-2027-2029-shareholder-returns-may-exceed-600-trillion-krw-10548 nashnova en 2026-08-26T04:15:51.876Z Samsung's 2027-2029 Shareholder Returns May Exceed 600 Trillion KRW https://www.nashnova.com/feed/special/apple-seeks-to-purchase-cxmt-chips-but-production-capacity-already-booked-10547 nashnova en 2026-08-26T04:14:43.345Z Apple Seeks to Purchase CXMT Chips, but Production Capacity Already Booked Through 2027 https://www.nashnova.com/feed/special/tcl-ditches-its-own-panels-for-lgd-asus-drops-boe-oled-10546 nashnova en 2026-08-26T04:14:18.868Z TCL Ditches Its Own Panels for LGD, ASUS Drops BOE OLED https://www.nashnova.com/feed/special/chinas-largest-auto-recall-in-history-tesla-and-eight-other-automakers-to-fix-4-10545 nashnova en 2026-08-26T02:59:15.011Z China's Largest Auto Recall in History: Tesla and Eight Other Automakers to Fix 4.3 Million Vehicles https://www.nashnova.com/feed/special/citadel-securities-turns-bullish-on-u-s-treasuries-betting-on-long-end-yield-10544 nashnova en 2026-08-26T02:50:16.935Z Citadel Securities Turns Bullish on U.S. Treasuries, Betting on Long-End Yield Decline https://www.nashnova.com/feed/special/boj-governor-ueda-absent-from-jackson-hole-market-focus-shifts-to-g20-10543 nashnova en 2026-08-26T02:44:20.478Z BOJ Governor Ueda Absent from Jackson Hole, Market Focus Shifts to G20 https://www.nashnova.com/feed/special/morgan-stanley-initiates-credit-coverage-on-nvidia-contingent-liabilities-could-10542 nashnova en 2026-08-26T02:40:07.217Z Morgan Stanley Initiates Credit Coverage on NVIDIA; Contingent Liabilities Could Reach $200 Billion https://www.nashnova.com/feed/special/aac-technologies-cfo-double-digit-revenue-growth-in-2026-ai-new-businesses-to-10541 nashnova en 2026-08-26T02:39:30.673Z AAC Technologies CFO: Double-Digit Revenue Growth in 2026, AI New Businesses to Exceed RMB 8 Billion by 2027 https://www.nashnova.com/feed/special/chinas-a-share-three-major-indices-rise-in-volatile-morning-trading-hong-kongs-10540 nashnova en 2026-08-26T02:34:18.519Z China's A-Share Three Major Indices Rise in Volatile Morning Trading; Hong Kong's Hang Seng Index Up Nearly 1% https://www.nashnova.com/feed/special/asian-markets-await-nvidia-earnings-as-oil-prices-drop-over-2-percent-on-hormuz-10539 nashnova en 2026-08-26T02:29:51.886Z Asian Markets Await Nvidia Earnings as Oil Prices Drop Over 2% on Hormuz Strait Negotiations https://www.nashnova.com/feed/special/ai-hyperscaler-off-balance-sheet-liabilities-rise-to-3-1-trillion-10538 nashnova en 2026-08-26T02:29:27.779Z AI Hyperscaler Off-Balance-Sheet Liabilities Rise to $3.1 Trillion https://www.nashnova.com/feed/special/taiwan-listed-companies-h1-pre-tax-profits-hit-10-year-high-driven-by-ai-server-10537 nashnova en 2026-08-26T02:09:14.440Z Taiwan Listed Companies' H1 Pre-Tax Profits Hit 10-Year High, Driven by AI Server Demand https://www.nashnova.com/feed/special/australias-second-largest-pension-fund-makes-big-bet-on-yen-appreciation-10536 nashnova en 2026-08-26T02:04:38.961Z Australia's Second-Largest Pension Fund Makes Big Bet on Yen Appreciation https://www.nashnova.com/feed/special/meta-discusses-settlement-with-29-state-attorneys-general-during-trial-10535 nashnova en 2026-08-26T01:34:05.734Z Meta Discusses Settlement with 29 State Attorneys General During Trial https://www.nashnova.com/feed/special/chinese-banks-price-bonds-using-overnight-repo-rate-as-pboc-accelerates-interest-10534 nashnova en 2026-08-26T01:19:37.639Z Chinese Banks Price Bonds Using Overnight Repo Rate as PBOC Accelerates Interest Rate Reform https://www.nashnova.com/feed/special/chinas-inp-wafer-capacity-shortage-constrains-ai-data-center-optical-10533 nashnova en 2026-08-26T01:07:06.552Z China's InP Wafer Capacity Shortage Constrains AI Data Center Optical Interconnect Supply Chain https://www.nashnova.com/feed/special/sk-hynix-adds-second-largest-client-nvidia-not-among-samsungs-top-five-customers-10532 nashnova en 2026-08-26T01:05:44.525Z SK Hynix Adds Second-Largest Client; Nvidia Not Among Samsung's Top Five Customers https://www.nashnova.com/feed/special/chinas-ev-giants-spin-off-physical-ai-businesses-nio-and-xpeng-chart-different-10531 nashnova en 2026-08-26T01:05:27.093Z China's EV Giants Spin Off Physical AI Businesses: NIO and XPeng Chart Different Paths https://www.nashnova.com/feed/special/samsung-displays-foldable-panel-orders-triple-qoq-capturing-nearly-40-percent-10530 nashnova en 2026-08-26T01:04:23.275Z Samsung Display's Foldable Panel Orders Triple QoQ, Capturing Nearly 40% Market Share in Q2 https://www.nashnova.com/feed/special/semianalysis-global-ai-computing-power-may-be-dominated-by-anthropic-and-openai-10529 nashnova en 2026-08-26T01:03:50.518Z SemiAnalysis: Global AI Computing Power May Be Dominated by Anthropic and OpenAI by 2028 https://www.nashnova.com/feed/special/trendforce-memory-to-account-for-68-percent-of-cloud-capex-by-2027-10528 nashnova en 2026-08-26T00:39:16.878Z TrendForce: Memory to Account for 68% of Cloud Capex by 2027 https://www.nashnova.com/feed/special/vix-futures-curve-develops-a-hump-as-volatility-premium-heats-up-ahead-of-u-s-10527 nashnova en 2026-08-26T00:14:36.771Z VIX Futures Curve Develops a Hump as Volatility Premium Heats Up Ahead of U.S. Midterm Elections https://www.nashnova.com/feed/special/short-positions-in-chinese-ai-model-stocks-hit-record-highs-as-intensifying-10526 nashnova en 2026-08-25T23:54:33.925Z Short Positions in Chinese AI Model Stocks Hit Record Highs as Intensifying Competition Raises Valuation Concerns https://www.nashnova.com/feed/special/akesos-ivonescimab-achieves-positive-os-results-in-phase-iii-first-line-biliary-10525 nashnova en 2026-08-25T23:54:24.350Z Akeso's Ivonescimab Achieves Positive OS Results in Phase III First-Line Biliary Tract Cancer Trial https://www.nashnova.com/feed/special/u-s-plans-additional-trade-penalties-on-canada-as-bilateral-trade-war-spirals-10524 nashnova en 2026-08-25T23:39:34.727Z U.S. Plans Additional Trade Penalties on Canada as Bilateral Trade War Spirals https://www.nashnova.com/feed/special/china-merchants-securities-term-premium-expansion-drives-the-current-round-of-u-10523 nashnova en 2026-08-25T23:14:57.735Z China Merchants Securities: Term Premium Expansion Drives the Current Round of U.S. Treasury Yield Rise https://www.nashnova.com/feed/special/large-scale-china-stimulus-unlikely-clear-divergence-between-wall-street-and-10522 nashnova en 2026-08-25T22:34:27.324Z Large-Scale China Stimulus Unlikely, Clear Divergence Between Wall Street and Beijing https://www.nashnova.com/feed/special/reuters-poll-boj-expected-to-raise-rates-to-1-25-percent-in-september-10521 nashnova en 2026-08-25T22:14:24.227Z Reuters Poll: BOJ Expected to Raise Rates to 1.25% in September https://www.nashnova.com/feed/special/barclays-ai-data-center-expansion-triggers-voter-backlash-midterm-elections-pose-10520 nashnova en 2026-08-25T21:44:08.763Z Barclays: AI Data Center Expansion Triggers Voter Backlash, Midterm Elections Pose Political Risk https://www.nashnova.com/feed/special/openai-data-center-chief-malone-departs-as-executive-exodus-continues-10519 nashnova en 2026-08-25T21:39:25.648Z OpenAI Data Center Chief Malone Departs as Executive Exodus Continues https://www.nashnova.com/feed/special/bank-of-korea-rate-decision-this-week-most-economists-expect-consecutive-hike-to-10518 nashnova en 2026-08-25T21:24:33.300Z Bank of Korea Rate Decision This Week: Most Economists Expect Consecutive Hike to 3% https://www.nashnova.com/feed/special/u-s-major-indexes-close-higher-as-3-percent-oil-price-drop-lowers-inflation-10517 nashnova en 2026-08-25T20:47:42.391Z U.S. Major Indexes Close Higher as 3% Oil Price Drop Lowers Inflation Expectations https://www.nashnova.com/feed/special/intuits-annual-guidance-misses-expectations-stock-drops-13-percent-after-hours-10516 nashnova en 2026-08-25T20:20:09.353Z Intuit's Annual Guidance Misses Expectations, Stock Drops 13% After Hours https://www.nashnova.com/feed/special/zoom-q2-revenue-of-1-28b-beats-expectations-eps-reaches-1-55-10515 nashnova en 2026-08-25T20:19:08.433Z Zoom Q2 Revenue of $1.28B Beats Expectations, EPS Reaches $1.55 https://www.nashnova.com/feed/special/socgen-warns-chinas-credit-contraction-may-spill-over-to-u-s-stocks-10514 nashnova en 2026-08-25T19:59:04.097Z SocGen Warns: China's Credit Contraction May Spill Over to U.S. Stocks https://www.nashnova.com/feed/special/socgen-u-s-treasury-policy-keeps-dollar-weaker-than-fundamentals-suggest-10513 nashnova en 2026-08-25T19:49:02.535Z SocGen: U.S. Treasury Policy Keeps Dollar Weaker Than Fundamentals Suggest https://www.nashnova.com/feed/special/bullish-tlt-options-bets-overwhelmingly-dominate-as-large-orders-position-for-10512 nashnova en 2026-08-25T19:39:49.396Z Bullish TLT Options Bets Overwhelmingly Dominate as Large Orders Position for Long-Bond Rally https://www.nashnova.com/feed/special/goldman-sachs-leveraged-funds-go-long-semiconductors-short-software-ai-moat-bets-10511 nashnova en 2026-08-25T18:49:26.012Z Goldman Sachs: Leveraged Funds Go Long Semiconductors, Short Software — AI Moat Bets Show "Negative Reversal" Pattern https://www.nashnova.com/feed/special/ahead-of-nvidia-earnings-franklin-templeton-says-investors-need-a-capital-10510 nashnova en 2026-08-25T18:29:18.515Z Ahead of Nvidia Earnings: Franklin Templeton Says Investors Need a Capital Deployment Roadmap https://www.nashnova.com/feed/special/four-regional-feds-backed-rate-hike-revealing-divisions-ahead-of-july-fed-10509 nashnova en 2026-08-25T18:19:26.451Z Four Regional Feds Backed Rate Hike, Revealing Divisions Ahead of July Fed Decision https://www.nashnova.com/feed/special/nvidia-launches-entry-level-robotics-chip-with-doubled-inference-performance-and-10508 nashnova en 2026-08-25T18:10:50.250Z NVIDIA Launches Entry-Level Robotics Chip with Doubled Inference Performance and 40% Lower Power Consumption https://www.nashnova.com/feed/special/sugon-h1-net-profit-up-33-percent-q2-quarterly-surge-of-226-percent-qoq-10507 nashnova en 2026-08-25T18:09:56.133Z Sugon H1 Net Profit Up 33%, Q2 Quarterly Surge of 226% QoQ https://www.nashnova.com/feed/special/imf-ai-investment-spreading-beyond-the-u-s-becoming-a-new-engine-for-the-global-10506 nashnova en 2026-08-25T18:09:35.082Z IMF: AI Investment Spreading Beyond the U.S., Becoming a New Engine for the Global Economy https://www.nashnova.com/feed/special/boeing-wins-131-billion-f-15-fighter-jet-contract-major-boost-for-defense-10505 nashnova en 2026-08-25T17:44:01.060Z Boeing Wins $131 Billion F-15 Fighter Jet Contract, Major Boost for Defense Division https://www.nashnova.com/feed/special/spacex-announces-100-billion-starship-launch-base-in-louisiana-10504 nashnova en 2026-08-25T17:39:46.636Z SpaceX Announces $100 Billion Starship Launch Base in Louisiana https://www.nashnova.com/feed/special/u-s-69-billion-2-year-treasury-auction-goes-smoothly-foreign-demand-hits-highest-10503 nashnova en 2026-08-25T17:34:08.282Z U.S. $69 Billion 2-Year Treasury Auction Goes Smoothly, Foreign Demand Hits Highest Since March 2025 https://www.nashnova.com/feed/special/anthropic-plans-to-disclose-30-trillion-tam-eyeing-the-largest-ipo-in-history-10502 nashnova en 2026-08-25T17:15:17.647Z Anthropic Plans to Disclose $30+ Trillion TAM, Eyeing the Largest IPO in History https://www.nashnova.com/feed/special/bofa-sox-index-may-drop-another-10-percent-but-valuations-are-opening-a-buying-10501 nashnova en 2026-08-25T17:14:25.884Z BofA: SOX Index May Drop Another 10%, but Valuations Are Opening a Buying Window https://www.nashnova.com/feed/special/japan-plans-to-use-blockchain-for-real-time-settlement-of-stocks-and-government-10500 nashnova en 2026-08-25T17:04:30.985Z Japan Plans to Use Blockchain for Real-Time Settlement of Stocks and Government Bonds https://www.nashnova.com/feed/special/u-s-epa-proposes-eliminating-public-comment-period-for-data-center-air-pollution-10499 nashnova en 2026-08-25T16:29:37.204Z U.S. EPA Proposes Eliminating Public Comment Period for Data Center Air Pollution Permits https://www.nashnova.com/feed/special/nvidia-earnings-correlated-stocks-amd-shows-strongest-correlation-mcdonalds-most-10498 nashnova en 2026-08-25T15:59:39.185Z NVIDIA Earnings Correlated Stocks: AMD Shows Strongest Correlation, McDonald's Most Notable Inverse Mover https://www.nashnova.com/feed/special/u-s-proposes-over-100k-fee-on-h-1b-employers-new-rule-expands-to-in-country-10497 nashnova en 2026-08-25T15:44:29.772Z U.S. Proposes Over $100K Fee on H-1B Employers; New Rule Expands to In-Country Applicants https://www.nashnova.com/feed/special/u-s-debt-crisis-slowly-worsening-as-debt-service-rises-to-21-5-percent-of-tax-10496 nashnova en 2026-08-25T15:39:51.784Z U.S. Debt Crisis Slowly Worsening as Debt Service Rises to 21.5% of Tax Revenue https://www.nashnova.com/feed/special/tariff-threats-turn-copper-market-surplus-into-tight-balance-as-lme-copper-10495 nashnova en 2026-08-25T15:24:56.255Z Tariff Threats Turn Copper Market Surplus Into Tight Balance as LME Copper Prices Approach Record Highs https://www.nashnova.com/feed/special/trump-declares-hormuz-mine-clearance-complete-warns-iran-of-zero-tolerance-10494 nashnova en 2026-08-25T15:19:11.619Z Trump Declares Hormuz Mine Clearance Complete, Warns Iran of Zero Tolerance https://www.nashnova.com/feed/special/morgan-stanley-institutional-holdings-in-large-cap-tech-stocks-remain-10493 nashnova en 2026-08-25T15:18:55.638Z Morgan Stanley: Institutional Holdings in Large-Cap Tech Stocks Remain Underweight After Q2 Rebound https://www.nashnova.com/feed/special/boston-feds-collins-more-disinflation-evidence-needed-before-supporting-holding-10492 nashnova en 2026-08-25T15:09:03.412Z Boston Fed's Collins: More Disinflation Evidence Needed Before Supporting Holding Rates Steady https://www.nashnova.com/feed/special/fdic-u-s-banking-industry-q2-net-income-rises-12-percent-qoq-to-90-1-billion-10491 nashnova en 2026-08-25T14:34:05.905Z FDIC: U.S. Banking Industry Q2 Net Income Rises 12% QoQ to $90.1 Billion https://www.nashnova.com/feed/special/multiple-major-banks-raise-price-targets-as-moderna-stock-surges-over-10-percent-10489 nashnova en 2026-08-25T14:30:32.653Z Multiple Major Banks Raise Price Targets as Moderna Stock Surges Over 10% https://www.nashnova.com/feed/special/jiangxi-coppers-interim-net-profit-attributable-to-shareholders-reaches-nearly-10490 nashnova en 2026-08-25T14:29:21.294Z Jiangxi Copper's Interim Net Profit Attributable to Shareholders Reaches Nearly RMB 8.9 Billion, Almost Doubling Year-on-Year https://www.nashnova.com/feed/special/vipshop-q2-revenue-drops-to-rmb-24-7-billion-as-profits-plunge-due-to-one-time-10488 nashnova en 2026-08-25T14:20:14.685Z Vipshop Q2 Revenue Drops to RMB 24.7 Billion as Profits Plunge Due to One-Time Tax Adjustment https://www.nashnova.com/feed/special/apple-unveils-m5-ultra-and-m6-chips-targeting-on-device-ai-workloads-10487 nashnova en 2026-08-25T14:18:55.614Z Apple Unveils M5 Ultra and M6 Chips, Targeting On-Device AI Workloads https://www.nashnova.com/feed/special/u-s-august-consumer-confidence-index-falls-to-89-4-as-expectations-sub-index-10486 nashnova en 2026-08-25T14:14:12.203Z U.S. August Consumer Confidence Index Falls to 89.4 as Expectations Sub-Index Drops Below Boom-Bust Line https://www.nashnova.com/feed/special/u-s-july-new-home-sales-plunge-10-5-percent-mom-far-worse-than-expected-10485 nashnova en 2026-08-25T14:13:23.666Z U.S. July New Home Sales Plunge 10.5% MoM, Far Worse Than Expected https://www.nashnova.com/feed/special/openais-in-house-chip-jalapeno-outperforms-nvidia-gb300-in-inference-10484 nashnova en 2026-08-25T14:09:50.453Z OpenAI's In-House Chip Jalapeño Outperforms NVIDIA GB300 in Inference https://www.nashnova.com/feed/special/russia-plans-to-extend-diesel-export-ban-until-october-or-even-year-end-10483 nashnova en 2026-08-25T14:08:44.383Z Russia Plans to Extend Diesel Export Ban Until October or Even Year-End https://www.nashnova.com/feed/special/oil-prices-drop-over-3-percent-easing-inflation-concerns-u-s-treasury-yields-10482 nashnova en 2026-08-25T14:02:26.451Z Oil Prices Drop Over 3% Easing Inflation Concerns, U.S. Treasury Yields Decline Across the Board 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https://www.nashnova.com/feed/special/us-fcc-robot-regulations-expose-deep-dependence-on-chinese-components-10477 nashnova en 2026-08-25T13:11:31.767Z US FCC Robot Regulations Expose Deep Dependence on Chinese Components https://www.nashnova.com/feed/special/jack-ma-increases-alibaba-stake-by-over-76-5-million-as-executives-rally-to-10476 nashnova en 2026-08-25T13:10:06.967Z Jack Ma Increases Alibaba Stake by Over $76.5 Million as Executives Rally to Support Stock Amid AI Placement https://www.nashnova.com/feed/special/raymond-james-upgrades-amd-to-strong-buy-ai-agent-trend-expected-to-drive-cpu-10475 nashnova en 2026-08-25T13:08:58.094Z Raymond James Upgrades AMD to Strong Buy, AI Agent Trend Expected to Drive CPU Market Growth https://www.nashnova.com/feed/special/brazil-fines-bytedance-brl-154-million-and-imposes-new-minor-protection-rules-10474 nashnova en 2026-08-25T13:01:38.240Z Brazil Fines ByteDance BRL 154 Million and Imposes New Minor Protection Rules https://www.nashnova.com/zh/feed/special/microsoft-ai-financial-disclosure-under-scrutiny-azure-revenue-remains-a-black-10575 nashnova zh-cn 2026-08-26T09:45:38.842Z 微软AI财务披露遭质疑：Azure收入藏黑箱 https://www.nashnova.com/zh/feed/special/hansoh-pharmaceutical-reports-h1-net-profit-of-4-258-billion-yuan-up-36-percent-10574 nashnova zh-cn 2026-08-26T09:44:22.456Z 翰森制药上半年净利42.58亿元，同比增36% https://www.nashnova.com/zh/feed/special/zhipu-ai-stealth-launches-ox-alpha-model-usage-exceeds-deepseek-by-2x-10573 nashnova zh-cn 2026-08-26T09:20:44.316Z 智谱AI隐身发布Ox Alpha模型，用量超DeepSeek两倍 https://www.nashnova.com/zh/feed/special/sensetime-reports-h1-2026-revenue-of-rmb-2-91-billion-with-generative-ai-10572 nashnova zh-cn 2026-08-26T09:19:33.269Z 商汤2026年中期收入29.1亿元，生成式AI占比近八成 https://www.nashnova.com/zh/feed/special/chinas-chip-equipment-makers-see-broad-revenue-growth-but-profit-margins-under-10571 nashnova zh-cn 2026-08-26T09:16:42.175Z 中国芯片设备商营收普涨，利润率却普遍承压 https://www.nashnova.com/zh/feed/special/nvidia-reveals-vera-cpu-architecture-details-at-hot-chips-2026-taking-aim-at-10570 nashnova zh-cn 2026-08-26T09:14:53.359Z 英伟达Hot Chips 2026披露Vera CPU架构细节，剑指服务器市场 https://www.nashnova.com/zh/feed/special/cnooc-reports-record-high-interim-net-profit-of-rmb-85-8-billion-up-23-percent-10569 nashnova zh-cn 2026-08-26T09:04:23.688Z 中国海洋石油中期净利润858亿元，同比增23%创历史同期新高 https://www.nashnova.com/zh/feed/special/li-auto-q2-revenue-beats-expectations-at-25-7b-yuan-gross-margin-at-11-percent-10568 nashnova zh-cn 2026-08-26T08:39:19.236Z 理想汽车Q2营收257亿元超预期，毛利率11%略低于预估 https://www.nashnova.com/zh/feed/special/jpmorgan-alibabas-share-placement-selloff-overdone-three-tech-giants-show-10567 nashnova zh-cn 2026-08-26T08:20:04.210Z 摩根大通：阿里配股跌幅过激，三巨头AI融资路径各异 https://www.nashnova.com/zh/feed/special/samsung-showcases-lpddr5x-pim-at-hot-chips-2026-boosting-ai-inference-speed-by-2-10566 nashnova zh-cn 2026-08-26T08:12:05.870Z 三星Hot Chips 2026展示LPDDR5X-PIM，AI推理速度提升2.28倍 https://www.nashnova.com/zh/feed/special/moonshot-ai-in-revenue-sharing-talks-with-microsoft-amazon-and-google-for-k3-10565 nashnova zh-cn 2026-08-26T08:10:37.644Z 月之暗面与微软、亚马逊、谷歌谈K3分成，寻求最高30%营收 https://www.nashnova.com/zh/feed/special/6-4-billion-bitcoin-options-expiry-may-amplify-market-volatility-10564 nashnova zh-cn 2026-08-26T08:09:22.422Z 64亿美元比特币期权到期，市场波动或放大 https://www.nashnova.com/zh/feed/special/shein-hong-kong-ipo-existing-shareholders-agree-to-six-month-lock-up-on-new-10563 nashnova zh-cn 2026-08-26T08:04:30.282Z Shein港股IPO：现有股东同意对新股实施六个月锁定期 https://www.nashnova.com/zh/feed/special/european-natural-gas-reserves-hit-lowest-for-the-period-since-2009-inflation-and-10561 nashnova zh-cn 2026-08-26T07:50:05.018Z 欧洲天然气储量创2009年同期新低，通胀与加息风险升温 https://www.nashnova.com/zh/feed/special/evergrande-liquidators-granted-permission-to-sue-pwc-international-seeking-8-4-10559 nashnova zh-cn 2026-08-26T07:19:43.220Z 恒大清盘人获准追诉普华永道国际，索赔84亿美元 https://www.nashnova.com/zh/feed/special/deepseek-reports-70-7m-revenue-in-first-7-months-api-gross-margin-reaches-82-9-10558 nashnova zh-cn 2026-08-26T07:04:57.795Z DeepSeek前7月营收7070万美元，API毛利率达82.9% https://www.nashnova.com/zh/feed/special/huawei-pitches-ai-chips-to-egypt-as-u-s-scrambles-to-form-counter-alliance-10557 nashnova zh-cn 2026-08-26T06:55:03.410Z 华为向埃及推销AI芯片，美国紧急组建反制联盟 https://www.nashnova.com/zh/feed/special/macquarie-capital-trump-2-0-accelerates-the-end-of-american-exceptionalism-10556 nashnova zh-cn 2026-08-26T06:49:10.669Z 麦格理资本：特朗普2.0加速美国例外主义终结 https://www.nashnova.com/zh/feed/special/goldman-sachs-expects-q3-earnings-inflection-point-for-hong-kong-listed-internet-10555 nashnova zh-cn 2026-08-26T06:39:00.879Z 高盛预计港股互联网龙头Q3盈利迎拐点 https://www.nashnova.com/zh/feed/special/ai-hedge-fund-heavily-invested-in-sk-hynix-loses-67-percent-in-one-month-as-sec-10554 nashnova zh-cn 2026-08-26T06:00:43.045Z AI对冲基金重仓SK海力士单月亏67%，美国证监会介入调查杠杆交易 https://www.nashnova.com/zh/feed/special/ecbs-schnabel-inflation-unlikely-to-return-to-target-further-rate-hikes-needed-10553 nashnova zh-cn 2026-08-26T05:59:17.522Z 欧洲央行施纳贝尔：通胀难回目标，须进一步加息 https://www.nashnova.com/zh/feed/special/japan-and-uk-sell-off-pushes-30-year-treasury-yield-to-highest-since-2007-10552 nashnova zh-cn 2026-08-26T05:44:21.574Z 日英减持推高30年期美债收益率至2007年来最高 https://www.nashnova.com/zh/feed/special/softbank-plans-up-to-20-billion-bond-offering-to-fund-openai-investment-10551 nashnova zh-cn 2026-08-26T05:19:26.532Z 软银拟发行最高200亿美元债券为OpenAI融资 https://www.nashnova.com/zh/feed/special/chinas-four-major-gpu-makers-chart-divergent-paths-to-challenge-nvidia-10550 nashnova zh-cn 2026-08-26T04:17:33.363Z 中国四大GPU厂商各辟路径挑战英伟达 https://www.nashnova.com/zh/feed/special/spacex-orbital-data-center-plan-dual-physical-and-financial-challenges-remain-10549 nashnova zh-cn 2026-08-26T04:16:13.544Z SpaceX轨道数据中心计划：物理与财务双重挑战待解 https://www.nashnova.com/zh/feed/special/samsungs-2027-2029-shareholder-returns-may-exceed-600-trillion-krw-10548 nashnova zh-cn 2026-08-26T04:15:51.876Z 三星2027-2029股东回报或超600万亿韩元 https://www.nashnova.com/zh/feed/special/apple-seeks-to-purchase-cxmt-chips-but-production-capacity-already-booked-10547 nashnova zh-cn 2026-08-26T04:14:43.345Z 苹果寻求购买长鑫存储芯片，产能已排满至2027年 https://www.nashnova.com/zh/feed/special/tcl-ditches-its-own-panels-for-lgd-asus-drops-boe-oled-10546 nashnova zh-cn 2026-08-26T04:14:18.868Z TCL弃用自家面板转投LGD，华硕停用京东方OLED https://www.nashnova.com/zh/feed/special/chinas-largest-auto-recall-in-history-tesla-and-eight-other-automakers-to-fix-4-10545 nashnova zh-cn 2026-08-26T02:59:15.011Z 中国史上最大汽车召回：特斯拉等九家车企修复430万辆 https://www.nashnova.com/zh/feed/special/citadel-securities-turns-bullish-on-u-s-treasuries-betting-on-long-end-yield-10544 nashnova zh-cn 2026-08-26T02:50:16.935Z 城堡证券转多美债，押注长端收益率下行 https://www.nashnova.com/zh/feed/special/boj-governor-ueda-absent-from-jackson-hole-market-focus-shifts-to-g20-10543 nashnova zh-cn 2026-08-26T02:44:20.478Z 日本央行行长植田和男缺席杰克逊霍尔，市场焦点转向G20 https://www.nashnova.com/zh/feed/special/morgan-stanley-initiates-credit-coverage-on-nvidia-contingent-liabilities-could-10542 nashnova zh-cn 2026-08-26T02:40:07.217Z 摩根士丹利启动英伟达信用评级，或有负债或达2000亿美元 https://www.nashnova.com/zh/feed/special/aac-technologies-cfo-double-digit-revenue-growth-in-2026-ai-new-businesses-to-10541 nashnova zh-cn 2026-08-26T02:39:30.673Z 瑞声科技CFO：2026年营收双位数增长，2027年AI新业务超80亿 https://www.nashnova.com/zh/feed/special/chinas-a-share-three-major-indices-rise-in-volatile-morning-trading-hong-kongs-10540 nashnova zh-cn 2026-08-26T02:34:18.519Z A股三大指数早盘震荡上涨，港股恒指涨近1% https://www.nashnova.com/zh/feed/special/asian-markets-await-nvidia-earnings-as-oil-prices-drop-over-2-percent-on-hormuz-10539 nashnova zh-cn 2026-08-26T02:29:51.886Z 亚洲股市观望英伟达财报，油价因霍尔木兹谈判跌逾2% https://www.nashnova.com/zh/feed/special/ai-hyperscaler-off-balance-sheet-liabilities-rise-to-3-1-trillion-10538 nashnova zh-cn 2026-08-26T02:29:27.779Z AI超大规模云厂商表外负债升至3.1万亿美元 https://www.nashnova.com/zh/feed/special/taiwan-listed-companies-h1-pre-tax-profits-hit-10-year-high-driven-by-ai-server-10537 nashnova zh-cn 2026-08-26T02:09:14.440Z 台湾上市柜公司H1税前利润创十年新高，AI服务器需求驱动 https://www.nashnova.com/zh/feed/special/australias-second-largest-pension-fund-makes-big-bet-on-yen-appreciation-10536 nashnova zh-cn 2026-08-26T02:04:38.961Z 澳洲第二大养老金大举押注日元升值 https://www.nashnova.com/zh/feed/special/meta-discusses-settlement-with-29-state-attorneys-general-during-trial-10535 nashnova zh-cn 2026-08-26T01:34:05.734Z Meta与美国29州检察长庭审期间讨论和解 https://www.nashnova.com/zh/feed/special/chinese-banks-price-bonds-using-overnight-repo-rate-as-pboc-accelerates-interest-10534 nashnova zh-cn 2026-08-26T01:19:37.639Z 中国银行业以隔夜回购利率定价债券，人民银行利率改革提速 https://www.nashnova.com/zh/feed/special/chinas-inp-wafer-capacity-shortage-constrains-ai-data-center-optical-10533 nashnova zh-cn 2026-08-26T01:07:06.552Z 中国InP晶圆产能不足制约AI数据中心光互联供应链 https://www.nashnova.com/zh/feed/special/sk-hynix-adds-second-largest-client-nvidia-not-among-samsungs-top-five-customers-10532 nashnova zh-cn 2026-08-26T01:05:44.525Z SK海力士新增第二大客户，英伟达未进三星前五 https://www.nashnova.com/zh/feed/special/chinas-ev-giants-spin-off-physical-ai-businesses-nio-and-xpeng-chart-different-10531 nashnova zh-cn 2026-08-26T01:05:27.093Z 中国EV巨头拆分Physical AI业务，蔚来小鹏路径各异 https://www.nashnova.com/zh/feed/special/samsung-displays-foldable-panel-orders-triple-qoq-capturing-nearly-40-percent-10530 nashnova zh-cn 2026-08-26T01:04:23.275Z 三星显示折叠屏面板订单季环比翻三倍，二季度市占率近四成 https://www.nashnova.com/zh/feed/special/semianalysis-global-ai-computing-power-may-be-dominated-by-anthropic-and-openai-10529 nashnova zh-cn 2026-08-26T01:03:50.518Z SemiAnalysis：2028年全球AI算力或由Anthropic和OpenAI主导 https://www.nashnova.com/zh/feed/special/trendforce-memory-to-account-for-68-percent-of-cloud-capex-by-2027-10528 nashnova zh-cn 2026-08-26T00:39:16.878Z TrendForce：2027年存储将占云厂资本开支68% https://www.nashnova.com/zh/feed/special/vix-futures-curve-develops-a-hump-as-volatility-premium-heats-up-ahead-of-u-s-10527 nashnova zh-cn 2026-08-26T00:14:36.771Z VIX期货曲线出现凸起，美国中期选举前波动率溢价升温 https://www.nashnova.com/zh/feed/special/short-positions-in-chinese-ai-model-stocks-hit-record-highs-as-intensifying-10526 nashnova zh-cn 2026-08-25T23:54:33.925Z 中国AI模型股空头仓位创纪录，竞争加剧引发估值质疑 https://www.nashnova.com/zh/feed/special/akesos-ivonescimab-achieves-positive-os-results-in-phase-iii-first-line-biliary-10525 nashnova zh-cn 2026-08-25T23:54:24.350Z 康方生物依沃西一线治疗胆道癌III期临床达OS阳性结果 https://www.nashnova.com/zh/feed/special/u-s-plans-additional-trade-penalties-on-canada-as-bilateral-trade-war-spirals-10524 nashnova zh-cn 2026-08-25T23:39:34.727Z 美国拟对加拿大追加贸易惩罚，两国贸易战螺旋升级 https://www.nashnova.com/zh/feed/special/china-merchants-securities-term-premium-expansion-drives-the-current-round-of-u-10523 nashnova zh-cn 2026-08-25T23:14:57.735Z 招商证券：美债期限溢价扩张主导本轮利率上行 https://www.nashnova.com/zh/feed/special/large-scale-china-stimulus-unlikely-clear-divergence-between-wall-street-and-10522 nashnova zh-cn 2026-08-25T22:34:27.324Z 中国大规模刺激概率低，华尔街与官方分歧明显 https://www.nashnova.com/zh/feed/special/reuters-poll-boj-expected-to-raise-rates-to-1-25-percent-in-september-10521 nashnova zh-cn 2026-08-25T22:14:24.227Z 路透调查：日本央行9月料加息至1.25% https://www.nashnova.com/zh/feed/special/barclays-ai-data-center-expansion-triggers-voter-backlash-midterm-elections-pose-10520 nashnova zh-cn 2026-08-25T21:44:08.763Z 巴克莱：AI数据中心扩张引发选民反弹，中期选举构成政治风险 https://www.nashnova.com/zh/feed/special/openai-data-center-chief-malone-departs-as-executive-exodus-continues-10519 nashnova zh-cn 2026-08-25T21:39:25.648Z OpenAI数据中心负责人马龙离职，高管出走潮持续 https://www.nashnova.com/zh/feed/special/bank-of-korea-rate-decision-this-week-most-economists-expect-consecutive-hike-to-10518 nashnova zh-cn 2026-08-25T21:24:33.300Z 韩国央行本周议息：多数经济学家预期连续加息至3% https://www.nashnova.com/zh/feed/special/u-s-major-indexes-close-higher-as-3-percent-oil-price-drop-lowers-inflation-10517 nashnova zh-cn 2026-08-25T20:47:42.391Z 美股三大指数收涨，油价跌3%压低通胀预期 https://www.nashnova.com/zh/feed/special/intuits-annual-guidance-misses-expectations-stock-drops-13-percent-after-hours-10516 nashnova zh-cn 2026-08-25T20:20:09.353Z Intuit年度指引低于预期，盘后跌13% https://www.nashnova.com/zh/feed/special/zoom-q2-revenue-of-1-28b-beats-expectations-eps-reaches-1-55-10515 nashnova zh-cn 2026-08-25T20:19:08.433Z Zoom Q2营收12.8亿美元超预期，EPS达1.55美元 https://www.nashnova.com/zh/feed/special/socgen-warns-chinas-credit-contraction-may-spill-over-to-u-s-stocks-10514 nashnova zh-cn 2026-08-25T19:59:04.097Z 法兴警告：中国信贷收缩或波及美股 https://www.nashnova.com/zh/feed/special/socgen-u-s-treasury-policy-keeps-dollar-weaker-than-fundamentals-suggest-10513 nashnova zh-cn 2026-08-25T19:49:02.535Z 法兴银行：美国财政部政策致美元弱于基本面 https://www.nashnova.com/zh/feed/special/bullish-tlt-options-bets-overwhelmingly-dominate-as-large-orders-position-for-10512 nashnova zh-cn 2026-08-25T19:39:49.396Z TLT期权看涨押注压倒性占优，大单布局长债反弹 https://www.nashnova.com/zh/feed/special/goldman-sachs-leveraged-funds-go-long-semiconductors-short-software-ai-moat-bets-10511 nashnova zh-cn 2026-08-25T18:49:26.012Z 高盛：杠杆资金做多半导体、做空软件，AI护城河押注现"底片反转" https://www.nashnova.com/zh/feed/special/ahead-of-nvidia-earnings-franklin-templeton-says-investors-need-a-capital-10510 nashnova zh-cn 2026-08-25T18:29:18.515Z 英伟达财报前：富兰克林坦普顿称投资者需要资本部署路线图 https://www.nashnova.com/zh/feed/special/four-regional-feds-backed-rate-hike-revealing-divisions-ahead-of-july-fed-10509 nashnova zh-cn 2026-08-25T18:19:26.451Z 四家地区联储支持加息，美联储7月决策分歧曝光 https://www.nashnova.com/zh/feed/special/nvidia-launches-entry-level-robotics-chip-with-doubled-inference-performance-and-10508 nashnova zh-cn 2026-08-25T18:10:50.250Z 英伟达推入门级机器人芯片，推理性能翻倍、功耗降四成 https://www.nashnova.com/zh/feed/special/sugon-h1-net-profit-up-33-percent-q2-quarterly-surge-of-226-percent-qoq-10507 nashnova zh-cn 2026-08-25T18:09:56.133Z 中科曙光H1净利润增33%，Q2单季环比跳升226% https://www.nashnova.com/zh/feed/special/imf-ai-investment-spreading-beyond-the-u-s-becoming-a-new-engine-for-the-global-10506 nashnova zh-cn 2026-08-25T18:09:35.082Z IMF：AI投资扩散至美国以外，成全球经济新引擎 https://www.nashnova.com/zh/feed/special/boeing-wins-131-billion-f-15-fighter-jet-contract-major-boost-for-defense-10505 nashnova zh-cn 2026-08-25T17:44:01.060Z 波音获1310亿美元F-15战机合同，防务部门获重大提振 https://www.nashnova.com/zh/feed/special/spacex-announces-100-billion-starship-launch-base-in-louisiana-10504 nashnova zh-cn 2026-08-25T17:39:46.636Z SpaceX宣布在路易斯安那州建1000亿美元星舰发射基地 https://www.nashnova.com/zh/feed/special/u-s-69-billion-2-year-treasury-auction-goes-smoothly-foreign-demand-hits-highest-10503 nashnova zh-cn 2026-08-25T17:34:08.282Z 美国690亿2年期国债拍卖顺利，外资认购创2025年3月以来新高 https://www.nashnova.com/zh/feed/special/anthropic-plans-to-disclose-30-trillion-tam-eyeing-the-largest-ipo-in-history-10502 nashnova zh-cn 2026-08-25T17:15:17.647Z Anthropic拟披露逾30万亿美元潜在市场，剑指史上最大IPO https://www.nashnova.com/zh/feed/special/bofa-sox-index-may-drop-another-10-percent-but-valuations-are-opening-a-buying-10501 nashnova zh-cn 2026-08-25T17:14:25.884Z 美银：SOX指数或再跌10%，但估值已现买入窗口 https://www.nashnova.com/zh/feed/special/japan-plans-to-use-blockchain-for-real-time-settlement-of-stocks-and-government-10500 nashnova zh-cn 2026-08-25T17:04:30.985Z 日本拟用区块链实现股票和国债实时结算 https://www.nashnova.com/zh/feed/special/u-s-epa-proposes-eliminating-public-comment-period-for-data-center-air-pollution-10499 nashnova zh-cn 2026-08-25T16:29:37.204Z 美国环保局拟取消数据中心空污许可公众意见征询 https://www.nashnova.com/zh/feed/special/nvidia-earnings-correlated-stocks-amd-shows-strongest-correlation-mcdonalds-most-10498 nashnova zh-cn 2026-08-25T15:59:39.185Z 英伟达财报联动股：AMD相关性最强，麦当劳反向最显著 https://www.nashnova.com/zh/feed/special/u-s-proposes-over-100k-fee-on-h-1b-employers-new-rule-expands-to-in-country-10497 nashnova zh-cn 2026-08-25T15:44:29.772Z 美国拟对H-1B雇主征收逾10万美元费用，新规扩至在美申请人 https://www.nashnova.com/zh/feed/special/u-s-debt-crisis-slowly-worsening-as-debt-service-rises-to-21-5-percent-of-tax-10496 nashnova zh-cn 2026-08-25T15:39:51.784Z 美国债务危机慢性恶化，偿债占税收比升至21.5% https://www.nashnova.com/zh/feed/special/tariff-threats-turn-copper-market-surplus-into-tight-balance-as-lme-copper-10495 nashnova zh-cn 2026-08-25T15:24:56.255Z 关税威胁将铜市盈余转为紧平衡，LME铜价逼近历史高点 https://www.nashnova.com/zh/feed/special/trump-declares-hormuz-mine-clearance-complete-warns-iran-of-zero-tolerance-10494 nashnova zh-cn 2026-08-25T15:19:11.619Z 特朗普宣布霍尔木兹扫雷完成，警告伊朗零容忍 https://www.nashnova.com/zh/feed/special/morgan-stanley-institutional-holdings-in-large-cap-tech-stocks-remain-10493 nashnova zh-cn 2026-08-25T15:18:55.638Z 摩根士丹利：Q2反弹后大市值科技股机构持仓仍低配 https://www.nashnova.com/zh/feed/special/boston-feds-collins-more-disinflation-evidence-needed-before-supporting-holding-10492 nashnova zh-cn 2026-08-25T15:09:03.412Z 波士顿联储柯林斯：需更多去通胀证据方支持维持利率不变 https://www.nashnova.com/zh/feed/special/fdic-u-s-banking-industry-q2-net-income-rises-12-percent-qoq-to-90-1-billion-10491 nashnova zh-cn 2026-08-25T14:34:05.905Z FDIC：美国银行业Q2净利润环比增12%至901亿美元 https://www.nashnova.com/zh/feed/special/multiple-major-banks-raise-price-targets-as-moderna-stock-surges-over-10-percent-10489 nashnova zh-cn 2026-08-25T14:30:32.653Z 多家大行上调目标价，Moderna股价涨超10% https://www.nashnova.com/zh/feed/special/jiangxi-coppers-interim-net-profit-attributable-to-shareholders-reaches-nearly-10490 nashnova zh-cn 2026-08-25T14:29:21.294Z 江西铜业中期归母溢利近89亿元 同比近翻番 https://www.nashnova.com/zh/feed/special/vipshop-q2-revenue-drops-to-rmb-24-7-billion-as-profits-plunge-due-to-one-time-10488 nashnova zh-cn 2026-08-25T14:20:14.685Z 唯品会Q2营收降至247亿元，利润骤降主因一次性税务调整 https://www.nashnova.com/zh/feed/special/apple-unveils-m5-ultra-and-m6-chips-targeting-on-device-ai-workloads-10487 nashnova zh-cn 2026-08-25T14:18:55.614Z 苹果发布M5 Ultra与M6芯片，主攻本地AI工作负载 https://www.nashnova.com/zh/feed/special/u-s-august-consumer-confidence-index-falls-to-89-4-as-expectations-sub-index-10486 nashnova zh-cn 2026-08-25T14:14:12.203Z 美国8月消费者信心指数降至89.4，预期分项跌破荣枯线 https://www.nashnova.com/zh/feed/special/u-s-july-new-home-sales-plunge-10-5-percent-mom-far-worse-than-expected-10485 nashnova zh-cn 2026-08-25T14:13:23.666Z 美国7月新屋销售环比骤降10.5%，远超预期 https://www.nashnova.com/zh/feed/special/openais-in-house-chip-jalapeno-outperforms-nvidia-gb300-in-inference-10484 nashnova zh-cn 2026-08-25T14:09:50.453Z OpenAI自研芯片Jalapeño推理性能超越英伟达GB300 https://www.nashnova.com/zh/feed/special/russia-plans-to-extend-diesel-export-ban-until-october-or-even-year-end-10483 nashnova zh-cn 2026-08-25T14:08:44.383Z 俄罗斯拟将柴油出口禁令延至10月甚至年底 https://www.nashnova.com/zh/feed/special/oil-prices-drop-over-3-percent-easing-inflation-concerns-u-s-treasury-yields-10482 nashnova zh-cn 2026-08-25T14:02:26.451Z 油价跌逾3%缓解通胀忧虑，美债收益率全线下行 https://www.nashnova.com/zh/feed/special/lens-technology-a-key-apple-supplier-sees-h1-net-profit-nearly-halved-pinning-10481 nashnova zh-cn 2026-08-25T13:39:55.313Z 苹果核心供应商蓝思科技上半年净利近腰斩，寄望折叠屏拉动下半年 https://www.nashnova.com/zh/feed/special/genentech-signs-obesity-drug-licensing-deal-with-hanmi-pharmaceutical-worth-up-10480 nashnova zh-cn 2026-08-25T13:38:43.036Z 基因泰克与韩美药业签减重药授权协议，最高23亿美元 https://www.nashnova.com/zh/feed/special/morgan-stanley-googles-tpu-related-revenue-could-reach-200-billion-10479 nashnova zh-cn 2026-08-25T13:18:29.325Z 摩根士丹利：谷歌TPU相关收入或达2000亿美元 https://www.nashnova.com/zh/feed/special/u-s-june-s-and-p-case-shiller-20-city-home-price-index-rises-above-expectations-10478 nashnova zh-cn 2026-08-25T13:13:33.983Z 美国6月标普凯斯-席勒20城房价指数超预期上涨 https://www.nashnova.com/zh/feed/special/us-fcc-robot-regulations-expose-deep-dependence-on-chinese-components-10477 nashnova zh-cn 2026-08-25T13:11:31.767Z 美国FCC机器人管制暴露对华零部件深度依赖 https://www.nashnova.com/zh/feed/special/jack-ma-increases-alibaba-stake-by-over-76-5-million-as-executives-rally-to-10476 nashnova zh-cn 2026-08-25T13:10:06.967Z 马云增持阿里巴巴逾7650万美元，高管集体护盘AI配售 https://www.nashnova.com/zh/feed/special/raymond-james-upgrades-amd-to-strong-buy-ai-agent-trend-expected-to-drive-cpu-10475 nashnova zh-cn 2026-08-25T13:08:58.094Z 雷蒙德詹姆斯升评AMD至强力买入，AI代理驱动CPU市场预期 https://www.nashnova.com/zh/feed/special/brazil-fines-bytedance-brl-154-million-and-imposes-new-minor-protection-rules-10474 nashnova zh-cn 2026-08-25T13:01:38.240Z 巴西罚款字节跳动1.54亿雷亚尔并附加未成年人保护新规 https://www.nashnova.com/zh-hant/feed/special/microsoft-ai-financial-disclosure-under-scrutiny-azure-revenue-remains-a-black-10575 nashnova zh-tw 2026-08-26T09:45:38.842Z 微軟AI財務披露遭質疑：Azure收入藏黑箱 https://www.nashnova.com/zh-hant/feed/special/hansoh-pharmaceutical-reports-h1-net-profit-of-4-258-billion-yuan-up-36-percent-10574 nashnova zh-tw 2026-08-26T09:44:22.456Z 翰森製藥上半年淨利42.58億元，同比增36% https://www.nashnova.com/zh-hant/feed/special/zhipu-ai-stealth-launches-ox-alpha-model-usage-exceeds-deepseek-by-2x-10573 nashnova zh-tw 2026-08-26T09:20:44.316Z 智譜AI隱身發布Ox Alpha模型，用量超DeepSeek兩倍 https://www.nashnova.com/zh-hant/feed/special/sensetime-reports-h1-2026-revenue-of-rmb-2-91-billion-with-generative-ai-10572 nashnova zh-tw 2026-08-26T09:19:33.269Z 商湯2026年中期收入29.1億元，生成式AI佔比近八成 https://www.nashnova.com/zh-hant/feed/special/chinas-chip-equipment-makers-see-broad-revenue-growth-but-profit-margins-under-10571 nashnova zh-tw 2026-08-26T09:16:42.175Z 中國晶片設備商營收普漲，利潤率卻普遍承壓 https://www.nashnova.com/zh-hant/feed/special/nvidia-reveals-vera-cpu-architecture-details-at-hot-chips-2026-taking-aim-at-10570 nashnova zh-tw 2026-08-26T09:14:53.359Z 輝達Hot Chips 2026披露Vera CPU架構細節，劍指伺服器市場 https://www.nashnova.com/zh-hant/feed/special/cnooc-reports-record-high-interim-net-profit-of-rmb-85-8-billion-up-23-percent-10569 nashnova zh-tw 2026-08-26T09:04:23.688Z 中國海洋石油中期淨利潤858億元，同比增23%創歷史同期新高 https://www.nashnova.com/zh-hant/feed/special/li-auto-q2-revenue-beats-expectations-at-25-7b-yuan-gross-margin-at-11-percent-10568 nashnova zh-tw 2026-08-26T08:39:19.236Z 理想汽車Q2營收257億元超預期，毛利率11%略低於預估 https://www.nashnova.com/zh-hant/feed/special/jpmorgan-alibabas-share-placement-selloff-overdone-three-tech-giants-show-10567 nashnova zh-tw 2026-08-26T08:20:04.210Z 摩根大通：阿里配股跌幅過激，三巨頭AI融資路徑各異 https://www.nashnova.com/zh-hant/feed/special/samsung-showcases-lpddr5x-pim-at-hot-chips-2026-boosting-ai-inference-speed-by-2-10566 nashnova zh-tw 2026-08-26T08:12:05.870Z 三星Hot Chips 2026展示LPDDR5X-PIM，AI推理速度提升2.28倍 https://www.nashnova.com/zh-hant/feed/special/moonshot-ai-in-revenue-sharing-talks-with-microsoft-amazon-and-google-for-k3-10565 nashnova zh-tw 2026-08-26T08:10:37.644Z 月之暗面與微軟、亞馬遜、谷歌談K3分成，尋求最高30%營收 https://www.nashnova.com/zh-hant/feed/special/6-4-billion-bitcoin-options-expiry-may-amplify-market-volatility-10564 nashnova zh-tw 2026-08-26T08:09:22.422Z 64億美元比特幣期權到期，市場波動或放大 https://www.nashnova.com/zh-hant/feed/special/shein-hong-kong-ipo-existing-shareholders-agree-to-six-month-lock-up-on-new-10563 nashnova zh-tw 2026-08-26T08:04:30.282Z Shein港股IPO：現有股東同意對新股實施六個月鎖定期 https://www.nashnova.com/zh-hant/feed/special/european-natural-gas-reserves-hit-lowest-for-the-period-since-2009-inflation-and-10561 nashnova zh-tw 2026-08-26T07:50:05.018Z 歐洲天然氣儲量創2009年同期新低，通膨與加息風險升溫 https://www.nashnova.com/zh-hant/feed/special/evergrande-liquidators-granted-permission-to-sue-pwc-international-seeking-8-4-10559 nashnova zh-tw 2026-08-26T07:19:43.220Z 恒大清盤人獲准追訴普華永道國際，索賠84億美元 https://www.nashnova.com/zh-hant/feed/special/deepseek-reports-70-7m-revenue-in-first-7-months-api-gross-margin-reaches-82-9-10558 nashnova zh-tw 2026-08-26T07:04:57.795Z DeepSeek前7月營收7070萬美元，API毛利率達82.9% https://www.nashnova.com/zh-hant/feed/special/huawei-pitches-ai-chips-to-egypt-as-u-s-scrambles-to-form-counter-alliance-10557 nashnova zh-tw 2026-08-26T06:55:03.410Z 華為向埃及推銷AI晶片，美國緊急組建反制聯盟 https://www.nashnova.com/zh-hant/feed/special/macquarie-capital-trump-2-0-accelerates-the-end-of-american-exceptionalism-10556 nashnova zh-tw 2026-08-26T06:49:10.669Z 麥格理資本：特朗普2.0加速美國例外主義終結 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-expects-q3-earnings-inflection-point-for-hong-kong-listed-internet-10555 nashnova zh-tw 2026-08-26T06:39:00.879Z 高盛預計港股互聯網龍頭Q3盈利迎拐點 https://www.nashnova.com/zh-hant/feed/special/ai-hedge-fund-heavily-invested-in-sk-hynix-loses-67-percent-in-one-month-as-sec-10554 nashnova zh-tw 2026-08-26T06:00:43.045Z AI對沖基金重倉SK海力士單月虧67%，美國證監會介入調查槓桿交易 https://www.nashnova.com/zh-hant/feed/special/ecbs-schnabel-inflation-unlikely-to-return-to-target-further-rate-hikes-needed-10553 nashnova zh-tw 2026-08-26T05:59:17.522Z 歐洲央行施納貝爾：通膨難回目標，須進一步加息 https://www.nashnova.com/zh-hant/feed/special/japan-and-uk-sell-off-pushes-30-year-treasury-yield-to-highest-since-2007-10552 nashnova zh-tw 2026-08-26T05:44:21.574Z 日英減持推高30年期美債收益率至2007年來最高 https://www.nashnova.com/zh-hant/feed/special/softbank-plans-up-to-20-billion-bond-offering-to-fund-openai-investment-10551 nashnova zh-tw 2026-08-26T05:19:26.532Z 軟銀擬發行最高200億美元債券為OpenAI融資 https://www.nashnova.com/zh-hant/feed/special/chinas-four-major-gpu-makers-chart-divergent-paths-to-challenge-nvidia-10550 nashnova zh-tw 2026-08-26T04:17:33.363Z 中國四大GPU廠商各闢路徑挑戰輝達 https://www.nashnova.com/zh-hant/feed/special/spacex-orbital-data-center-plan-dual-physical-and-financial-challenges-remain-10549 nashnova zh-tw 2026-08-26T04:16:13.544Z SpaceX軌道數據中心計劃：物理與財務雙重挑戰待解 https://www.nashnova.com/zh-hant/feed/special/samsungs-2027-2029-shareholder-returns-may-exceed-600-trillion-krw-10548 nashnova zh-tw 2026-08-26T04:15:51.876Z 三星2027-2029股東回報或超600萬億韓元 https://www.nashnova.com/zh-hant/feed/special/apple-seeks-to-purchase-cxmt-chips-but-production-capacity-already-booked-10547 nashnova zh-tw 2026-08-26T04:14:43.345Z 蘋果尋求購買長鑫存儲晶片，產能已排滿至2027年 https://www.nashnova.com/zh-hant/feed/special/tcl-ditches-its-own-panels-for-lgd-asus-drops-boe-oled-10546 nashnova zh-tw 2026-08-26T04:14:18.868Z TCL棄用自家面板轉投LGD，華碩停用京東方OLED https://www.nashnova.com/zh-hant/feed/special/chinas-largest-auto-recall-in-history-tesla-and-eight-other-automakers-to-fix-4-10545 nashnova zh-tw 2026-08-26T02:59:15.011Z 中國史上最大汽車召回：特斯拉等九家車企修復430萬輛 https://www.nashnova.com/zh-hant/feed/special/citadel-securities-turns-bullish-on-u-s-treasuries-betting-on-long-end-yield-10544 nashnova zh-tw 2026-08-26T02:50:16.935Z 城堡證券轉多美債，押注長端殖利率下行 https://www.nashnova.com/zh-hant/feed/special/boj-governor-ueda-absent-from-jackson-hole-market-focus-shifts-to-g20-10543 nashnova zh-tw 2026-08-26T02:44:20.478Z 日本央行行長植田和男缺席傑克遜霍爾，市場焦點轉向G20 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-initiates-credit-coverage-on-nvidia-contingent-liabilities-could-10542 nashnova zh-tw 2026-08-26T02:40:07.217Z 摩根士丹利啟動輝達信用評級，或有負債或達2000億美元 https://www.nashnova.com/zh-hant/feed/special/aac-technologies-cfo-double-digit-revenue-growth-in-2026-ai-new-businesses-to-10541 nashnova zh-tw 2026-08-26T02:39:30.673Z 瑞聲科技CFO：2026年營收雙位數增長，2027年AI新業務超80億 https://www.nashnova.com/zh-hant/feed/special/chinas-a-share-three-major-indices-rise-in-volatile-morning-trading-hong-kongs-10540 nashnova zh-tw 2026-08-26T02:34:18.519Z A股三大指數早盤震盪上漲，港股恆指漲近1% https://www.nashnova.com/zh-hant/feed/special/asian-markets-await-nvidia-earnings-as-oil-prices-drop-over-2-percent-on-hormuz-10539 nashnova zh-tw 2026-08-26T02:29:51.886Z 亞洲股市觀望輝達財報，油價因霍爾木茲談判跌逾2% https://www.nashnova.com/zh-hant/feed/special/ai-hyperscaler-off-balance-sheet-liabilities-rise-to-3-1-trillion-10538 nashnova zh-tw 2026-08-26T02:29:27.779Z AI超大規模雲廠商表外負債升至3.1萬億美元 https://www.nashnova.com/zh-hant/feed/special/taiwan-listed-companies-h1-pre-tax-profits-hit-10-year-high-driven-by-ai-server-10537 nashnova zh-tw 2026-08-26T02:09:14.440Z 台灣上市櫃公司H1稅前利潤創十年新高，AI伺服器需求驅動 https://www.nashnova.com/zh-hant/feed/special/australias-second-largest-pension-fund-makes-big-bet-on-yen-appreciation-10536 nashnova zh-tw 2026-08-26T02:04:38.961Z 澳洲第二大養老金大舉押注日圓升值 https://www.nashnova.com/zh-hant/feed/special/meta-discusses-settlement-with-29-state-attorneys-general-during-trial-10535 nashnova zh-tw 2026-08-26T01:34:05.734Z Meta與美國29州檢察長庭審期間討論和解 https://www.nashnova.com/zh-hant/feed/special/chinese-banks-price-bonds-using-overnight-repo-rate-as-pboc-accelerates-interest-10534 nashnova zh-tw 2026-08-26T01:19:37.639Z 中國銀行業以隔夜回購利率定價債券，人民銀行利率改革提速 https://www.nashnova.com/zh-hant/feed/special/chinas-inp-wafer-capacity-shortage-constrains-ai-data-center-optical-10533 nashnova zh-tw 2026-08-26T01:07:06.552Z 中國InP晶圓產能不足制約AI數據中心光互聯供應鏈 https://www.nashnova.com/zh-hant/feed/special/sk-hynix-adds-second-largest-client-nvidia-not-among-samsungs-top-five-customers-10532 nashnova zh-tw 2026-08-26T01:05:44.525Z SK海力士新增第二大客戶，輝達未進三星前五 https://www.nashnova.com/zh-hant/feed/special/chinas-ev-giants-spin-off-physical-ai-businesses-nio-and-xpeng-chart-different-10531 nashnova zh-tw 2026-08-26T01:05:27.093Z 中國EV巨頭拆分Physical AI業務，蔚來小鵬路徑各異 https://www.nashnova.com/zh-hant/feed/special/samsung-displays-foldable-panel-orders-triple-qoq-capturing-nearly-40-percent-10530 nashnova zh-tw 2026-08-26T01:04:23.275Z 三星顯示折疊屏面板訂單季環比翻三倍，二季度市佔率近四成 https://www.nashnova.com/zh-hant/feed/special/semianalysis-global-ai-computing-power-may-be-dominated-by-anthropic-and-openai-10529 nashnova zh-tw 2026-08-26T01:03:50.518Z SemiAnalysis：2028年全球AI算力或由Anthropic和OpenAI主導 https://www.nashnova.com/zh-hant/feed/special/trendforce-memory-to-account-for-68-percent-of-cloud-capex-by-2027-10528 nashnova zh-tw 2026-08-26T00:39:16.878Z TrendForce：2027年記憶體將佔雲廠資本開支68% https://www.nashnova.com/zh-hant/feed/special/vix-futures-curve-develops-a-hump-as-volatility-premium-heats-up-ahead-of-u-s-10527 nashnova zh-tw 2026-08-26T00:14:36.771Z VIX期貨曲線出現凸起，美國中期選舉前波動率溢價升溫 https://www.nashnova.com/zh-hant/feed/special/short-positions-in-chinese-ai-model-stocks-hit-record-highs-as-intensifying-10526 nashnova zh-tw 2026-08-25T23:54:33.925Z 中國AI模型股空頭倉位創紀錄，競爭加劇引發估值質疑 https://www.nashnova.com/zh-hant/feed/special/akesos-ivonescimab-achieves-positive-os-results-in-phase-iii-first-line-biliary-10525 nashnova zh-tw 2026-08-25T23:54:24.350Z 康方生物依沃西一線治療膽道癌III期臨床達OS陽性結果 https://www.nashnova.com/zh-hant/feed/special/u-s-plans-additional-trade-penalties-on-canada-as-bilateral-trade-war-spirals-10524 nashnova zh-tw 2026-08-25T23:39:34.727Z 美國擬對加拿大追加貿易懲罰，兩國貿易戰螺旋升級 https://www.nashnova.com/zh-hant/feed/special/china-merchants-securities-term-premium-expansion-drives-the-current-round-of-u-10523 nashnova zh-tw 2026-08-25T23:14:57.735Z 招商證券：美債期限溢價擴張主導本輪利率上行 https://www.nashnova.com/zh-hant/feed/special/large-scale-china-stimulus-unlikely-clear-divergence-between-wall-street-and-10522 nashnova zh-tw 2026-08-25T22:34:27.324Z 中國大規模刺激概率低，華爾街與官方分歧明顯 https://www.nashnova.com/zh-hant/feed/special/reuters-poll-boj-expected-to-raise-rates-to-1-25-percent-in-september-10521 nashnova zh-tw 2026-08-25T22:14:24.227Z 路透調查：日本央行9月料加息至1.25% https://www.nashnova.com/zh-hant/feed/special/barclays-ai-data-center-expansion-triggers-voter-backlash-midterm-elections-pose-10520 nashnova zh-tw 2026-08-25T21:44:08.763Z 巴克萊：AI數據中心擴張引發選民反彈，中期選舉構成政治風險 https://www.nashnova.com/zh-hant/feed/special/openai-data-center-chief-malone-departs-as-executive-exodus-continues-10519 nashnova zh-tw 2026-08-25T21:39:25.648Z OpenAI數據中心負責人馬龍離職，高管出走潮持續 https://www.nashnova.com/zh-hant/feed/special/bank-of-korea-rate-decision-this-week-most-economists-expect-consecutive-hike-to-10518 nashnova zh-tw 2026-08-25T21:24:33.300Z 韓國央行本週議息：多數經濟學家預期連續加息至3% https://www.nashnova.com/zh-hant/feed/special/u-s-major-indexes-close-higher-as-3-percent-oil-price-drop-lowers-inflation-10517 nashnova zh-tw 2026-08-25T20:47:42.391Z 美股三大指數收漲，油價跌3%壓低通膨預期 https://www.nashnova.com/zh-hant/feed/special/intuits-annual-guidance-misses-expectations-stock-drops-13-percent-after-hours-10516 nashnova zh-tw 2026-08-25T20:20:09.353Z Intuit年度指引低於預期，盤後跌13% https://www.nashnova.com/zh-hant/feed/special/zoom-q2-revenue-of-1-28b-beats-expectations-eps-reaches-1-55-10515 nashnova zh-tw 2026-08-25T20:19:08.433Z Zoom Q2營收12.8億美元超預期，EPS達1.55美元 https://www.nashnova.com/zh-hant/feed/special/socgen-warns-chinas-credit-contraction-may-spill-over-to-u-s-stocks-10514 nashnova zh-tw 2026-08-25T19:59:04.097Z 法興警告：中國信貸收縮或波及美股 https://www.nashnova.com/zh-hant/feed/special/socgen-u-s-treasury-policy-keeps-dollar-weaker-than-fundamentals-suggest-10513 nashnova zh-tw 2026-08-25T19:49:02.535Z 法興銀行：美國財政部政策致美元弱於基本面 https://www.nashnova.com/zh-hant/feed/special/bullish-tlt-options-bets-overwhelmingly-dominate-as-large-orders-position-for-10512 nashnova zh-tw 2026-08-25T19:39:49.396Z TLT期權看漲押注壓倒性佔優，大單佈局長債反彈 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-leveraged-funds-go-long-semiconductors-short-software-ai-moat-bets-10511 nashnova zh-tw 2026-08-25T18:49:26.012Z 高盛：槓桿資金做多半導體、做空軟體，AI護城河押注現「底片反轉」 https://www.nashnova.com/zh-hant/feed/special/ahead-of-nvidia-earnings-franklin-templeton-says-investors-need-a-capital-10510 nashnova zh-tw 2026-08-25T18:29:18.515Z 輝達財報前：富蘭克林坦伯頓稱投資者需要資本部署路線圖 https://www.nashnova.com/zh-hant/feed/special/four-regional-feds-backed-rate-hike-revealing-divisions-ahead-of-july-fed-10509 nashnova zh-tw 2026-08-25T18:19:26.451Z 四家地區聯儲支持加息，美聯儲7月決策分歧曝光 https://www.nashnova.com/zh-hant/feed/special/nvidia-launches-entry-level-robotics-chip-with-doubled-inference-performance-and-10508 nashnova zh-tw 2026-08-25T18:10:50.250Z 英偉達推入門級機器人晶片，推理性能翻倍、功耗降四成 https://www.nashnova.com/zh-hant/feed/special/sugon-h1-net-profit-up-33-percent-q2-quarterly-surge-of-226-percent-qoq-10507 nashnova zh-tw 2026-08-25T18:09:56.133Z 中科曙光H1淨利潤增33%，Q2單季環比跳升226% https://www.nashnova.com/zh-hant/feed/special/imf-ai-investment-spreading-beyond-the-u-s-becoming-a-new-engine-for-the-global-10506 nashnova zh-tw 2026-08-25T18:09:35.082Z IMF：AI投資擴散至美國以外，成全球經濟新引擎 https://www.nashnova.com/zh-hant/feed/special/boeing-wins-131-billion-f-15-fighter-jet-contract-major-boost-for-defense-10505 nashnova zh-tw 2026-08-25T17:44:01.060Z 波音獲1310億美元F-15戰機合同，防務部門獲重大提振 https://www.nashnova.com/zh-hant/feed/special/spacex-announces-100-billion-starship-launch-base-in-louisiana-10504 nashnova zh-tw 2026-08-25T17:39:46.636Z SpaceX宣布在路易斯安那州建1000億美元星艦發射基地 https://www.nashnova.com/zh-hant/feed/special/u-s-69-billion-2-year-treasury-auction-goes-smoothly-foreign-demand-hits-highest-10503 nashnova zh-tw 2026-08-25T17:34:08.282Z 美國690億2年期國債拍賣順利，外資認購創2025年3月以來新高 https://www.nashnova.com/zh-hant/feed/special/anthropic-plans-to-disclose-30-trillion-tam-eyeing-the-largest-ipo-in-history-10502 nashnova zh-tw 2026-08-25T17:15:17.647Z Anthropic擬披露逾30萬億美元潛在市場，劍指史上最大IPO https://www.nashnova.com/zh-hant/feed/special/bofa-sox-index-may-drop-another-10-percent-but-valuations-are-opening-a-buying-10501 nashnova zh-tw 2026-08-25T17:14:25.884Z 美銀：SOX指數或再跌10%，但估值已現買入窗口 https://www.nashnova.com/zh-hant/feed/special/japan-plans-to-use-blockchain-for-real-time-settlement-of-stocks-and-government-10500 nashnova zh-tw 2026-08-25T17:04:30.985Z 日本擬用區塊鏈實現股票和國債即時結算 https://www.nashnova.com/zh-hant/feed/special/u-s-epa-proposes-eliminating-public-comment-period-for-data-center-air-pollution-10499 nashnova zh-tw 2026-08-25T16:29:37.204Z 美國環保局擬取消數據中心空污許可公眾意見徵詢 https://www.nashnova.com/zh-hant/feed/special/nvidia-earnings-correlated-stocks-amd-shows-strongest-correlation-mcdonalds-most-10498 nashnova zh-tw 2026-08-25T15:59:39.185Z 輝達財報聯動股：AMD相關性最強，麥當勞反向最顯著 https://www.nashnova.com/zh-hant/feed/special/u-s-proposes-over-100k-fee-on-h-1b-employers-new-rule-expands-to-in-country-10497 nashnova zh-tw 2026-08-25T15:44:29.772Z 美國擬對H-1B僱主徵收逾10萬美元費用，新規擴至在美申請人 https://www.nashnova.com/zh-hant/feed/special/u-s-debt-crisis-slowly-worsening-as-debt-service-rises-to-21-5-percent-of-tax-10496 nashnova zh-tw 2026-08-25T15:39:51.784Z 美國債務危機慢性惡化，償債佔稅收比升至21.5% https://www.nashnova.com/zh-hant/feed/special/tariff-threats-turn-copper-market-surplus-into-tight-balance-as-lme-copper-10495 nashnova zh-tw 2026-08-25T15:24:56.255Z 關稅威脅將銅市盈餘轉為緊平衡，LME銅價逼近歷史高點 https://www.nashnova.com/zh-hant/feed/special/trump-declares-hormuz-mine-clearance-complete-warns-iran-of-zero-tolerance-10494 nashnova zh-tw 2026-08-25T15:19:11.619Z 特朗普宣佈霍爾木茲掃雷完成，警告伊朗零容忍 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-institutional-holdings-in-large-cap-tech-stocks-remain-10493 nashnova zh-tw 2026-08-25T15:18:55.638Z 摩根士丹利：Q2反彈後大市值科技股機構持倉仍低配 https://www.nashnova.com/zh-hant/feed/special/boston-feds-collins-more-disinflation-evidence-needed-before-supporting-holding-10492 nashnova zh-tw 2026-08-25T15:09:03.412Z 波士頓聯儲柯林斯：需更多去通膨證據方支持維持利率不變 https://www.nashnova.com/zh-hant/feed/special/fdic-u-s-banking-industry-q2-net-income-rises-12-percent-qoq-to-90-1-billion-10491 nashnova zh-tw 2026-08-25T14:34:05.905Z FDIC：美國銀行業Q2淨利潤環比增12%至901億美元 https://www.nashnova.com/zh-hant/feed/special/multiple-major-banks-raise-price-targets-as-moderna-stock-surges-over-10-percent-10489 nashnova zh-tw 2026-08-25T14:30:32.653Z 多家大行上調目標價，Moderna股價漲超10% https://www.nashnova.com/zh-hant/feed/special/jiangxi-coppers-interim-net-profit-attributable-to-shareholders-reaches-nearly-10490 nashnova zh-tw 2026-08-25T14:29:21.294Z 江西銅業中期歸母溢利近89億元 同比近翻番 https://www.nashnova.com/zh-hant/feed/special/vipshop-q2-revenue-drops-to-rmb-24-7-billion-as-profits-plunge-due-to-one-time-10488 nashnova zh-tw 2026-08-25T14:20:14.685Z 唯品會Q2營收降至247億元，利潤驟降主因一次性稅務調整 https://www.nashnova.com/zh-hant/feed/special/apple-unveils-m5-ultra-and-m6-chips-targeting-on-device-ai-workloads-10487 nashnova zh-tw 2026-08-25T14:18:55.614Z 蘋果發布M5 Ultra與M6晶片，主攻本地AI工作負載 https://www.nashnova.com/zh-hant/feed/special/u-s-august-consumer-confidence-index-falls-to-89-4-as-expectations-sub-index-10486 nashnova zh-tw 2026-08-25T14:14:12.203Z 美國8月消費者信心指數降至89.4，預期分項跌破榮枯線 https://www.nashnova.com/zh-hant/feed/special/u-s-july-new-home-sales-plunge-10-5-percent-mom-far-worse-than-expected-10485 nashnova zh-tw 2026-08-25T14:13:23.666Z 美國7月新屋銷售環比驟降10.5%，遠超預期 https://www.nashnova.com/zh-hant/feed/special/openais-in-house-chip-jalapeno-outperforms-nvidia-gb300-in-inference-10484 nashnova zh-tw 2026-08-25T14:09:50.453Z OpenAI自研晶片Jalapeño推理性能超越輝達GB300 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https://www.nashnova.com/zh-hant/feed/special/u-s-june-s-and-p-case-shiller-20-city-home-price-index-rises-above-expectations-10478 nashnova zh-tw 2026-08-25T13:13:33.983Z 美國6月標普凱斯-席勒20城房價指數超預期上漲 https://www.nashnova.com/zh-hant/feed/special/us-fcc-robot-regulations-expose-deep-dependence-on-chinese-components-10477 nashnova zh-tw 2026-08-25T13:11:31.767Z 美國FCC機器人管制暴露對華零部件深度依賴 https://www.nashnova.com/zh-hant/feed/special/jack-ma-increases-alibaba-stake-by-over-76-5-million-as-executives-rally-to-10476 nashnova zh-tw 2026-08-25T13:10:06.967Z 馬雲增持阿里巴巴逾7650萬美元，高管集體護盤AI配售 https://www.nashnova.com/zh-hant/feed/special/raymond-james-upgrades-amd-to-strong-buy-ai-agent-trend-expected-to-drive-cpu-10475 nashnova zh-tw 2026-08-25T13:08:58.094Z 雷蒙德詹姆斯升評AMD至強力買入，AI代理驅動CPU市場預期 https://www.nashnova.com/zh-hant/feed/special/brazil-fines-bytedance-brl-154-million-and-imposes-new-minor-protection-rules-10474 nashnova zh-tw 2026-08-25T13:01:38.240Z 巴西罰款字節跳動1.54億雷亞爾並附加未成年人保護新規