https://www.nashnova.com/feed/special/amazon-launches-torchneuron-ai-chips-directly-compatible-with-pytorch-to-15437 nashnova en 2026-10-19T19:10:10.912Z Amazon Launches TorchNeuron, AI Chips Directly Compatible with PyTorch to Challenge Nvidia https://www.nashnova.com/feed/special/china-warns-uk-do-not-impose-restrictions-on-chinese-evs-15436 nashnova en 2026-10-19T19:09:06.601Z China Warns UK: Do Not Impose Restrictions on Chinese EVs https://www.nashnova.com/feed/special/goldman-sachs-raises-end-2026-copper-price-forecast-to-14-700-ton-15435 nashnova en 2026-10-19T19:08:14.712Z Goldman Sachs Raises End-2026 Copper Price Forecast to $14,700/Ton https://www.nashnova.com/feed/special/nvidia-sets-record-completes-104-qubit-fault-tolerant-quantum-computing-15434 nashnova en 2026-10-19T18:18:17.607Z NVIDIA Sets Record: Completes 104-Qubit Fault-Tolerant Quantum Computing Simulation https://www.nashnova.com/feed/special/digital-gold-market-size-rises-to-55-billion-expected-to-grow-at-27-percent-cagr-15433 nashnova en 2026-10-19T17:53:27.600Z Digital Gold Market Size Rises to $55 Billion, Expected to Grow at 27% CAGR https://www.nashnova.com/feed/special/iran-warns-any-u-s-bombing-campaign-would-trigger-a-global-energy-crisis-15432 nashnova en 2026-10-19T17:28:41.032Z Iran Warns: Any U.S. Bombing Campaign Would Trigger a Global Energy Crisis https://www.nashnova.com/feed/special/tech-stock-rebound-suppresses-safe-haven-demand-u-s-treasury-yields-rise-across-15431 nashnova en 2026-10-19T16:58:43.575Z Tech Stock Rebound Suppresses Safe-Haven Demand, U.S. Treasury Yields Rise Across the Curve https://www.nashnova.com/feed/special/apple-confirms-october-28-event-first-touchscreen-macbook-pro-set-to-debut-15430 nashnova en 2026-10-19T16:28:00.313Z Apple Confirms October 28 Event, First Touchscreen MacBook Pro Set to Debut https://www.nashnova.com/feed/special/deepseek-partners-with-huawei-to-design-ai-chips-taking-aim-at-nvidia-15429 nashnova en 2026-10-19T16:23:50.341Z DeepSeek Partners with Huawei to Design AI Chips, Taking Aim at Nvidia https://www.nashnova.com/feed/special/nvidia-releases-open-source-agent-models-for-enterprise-and-pc-15428 nashnova en 2026-10-19T15:43:29.600Z NVIDIA Releases Open-Source Agent Models for Enterprise and PC https://www.nashnova.com/feed/special/saudi-future-investment-initiative-summit-postponed-to-2027-after-houthi-attack-15427 nashnova en 2026-10-19T15:29:23.169Z Saudi Future Investment Initiative Summit Postponed to 2027 After Houthi Attack on Riyadh Airport Kills 12 https://www.nashnova.com/feed/special/apples-correlation-with-nasdaq-turns-negative-for-the-first-time-emerging-as-a-15426 nashnova en 2026-10-19T15:28:25.004Z Apple's Correlation with Nasdaq Turns Negative for the First Time, Emerging as a New Safe-Haven Anchor Among Tech Stocks https://www.nashnova.com/feed/special/goldman-sachs-panic-largely-priced-in-hedge-fund-leverage-drops-to-five-year-low-15425 nashnova en 2026-10-19T15:14:09.442Z Goldman Sachs: Panic Largely Priced In, Hedge Fund Leverage Drops to Five-Year Low https://www.nashnova.com/feed/special/morgan-stanley-ais-1-6-trillion-capex-will-be-highly-dependent-on-credit-markets-15424 nashnova en 2026-10-19T14:23:52.576Z Morgan Stanley: AI's $1.6 Trillion Capex Will Be Highly Dependent on Credit Markets by 2027 https://www.nashnova.com/feed/special/anthropic-prepares-new-model-with-significantly-enhanced-intent-understanding-15423 nashnova en 2026-10-19T14:18:24.798Z Anthropic Prepares New Model with Significantly Enhanced Intent Understanding https://www.nashnova.com/feed/special/u-s-homebuilder-confidence-falls-to-14-year-low-15422 nashnova en 2026-10-19T14:13:34.695Z U.S. Homebuilder Confidence Falls to 14-Year Low https://www.nashnova.com/feed/special/nyse-extends-options-trading-hours-adding-29-stocks-and-etfs-15421 nashnova en 2026-10-19T13:54:31.631Z NYSE Extends Options Trading Hours, Adding 29 Stocks and ETFs https://www.nashnova.com/feed/special/u-s-moves-to-ban-federal-agencies-from-using-deepseek-and-government-contracts-15420 nashnova en 2026-10-19T13:53:19.495Z U.S. Moves to Ban Federal Agencies from Using DeepSeek and Government Contracts Involving It https://www.nashnova.com/feed/special/semiconductor-stocks-rebound-in-premarket-after-two-consecutive-weeks-of-15419 nashnova en 2026-10-19T13:48:31.352Z Semiconductor Stocks Rebound in Premarket After Two Consecutive Weeks of Declines; Micron, AMD Rise Over 4% https://www.nashnova.com/feed/special/pan-gongsheng-pboc-to-monitor-ais-impact-on-monetary-policy-and-plan-ahead-15418 nashnova en 2026-10-19T13:33:24.987Z Pan Gongsheng: PBOC to Monitor AI's Impact on Monetary Policy and Plan Ahead https://www.nashnova.com/feed/special/amazon-and-american-electric-power-team-up-to-explore-960-mw-nuclear-project-in-15417 nashnova en 2026-10-19T12:43:45.141Z Amazon and American Electric Power Team Up to Explore 960 MW Nuclear Project in Indiana https://www.nashnova.com/feed/special/wall-street-monday-ratings-nvidia-apple-amazon-meta-and-others-reiterated-or-15416 nashnova en 2026-10-19T12:39:08.782Z Wall Street Monday Ratings: Nvidia, Apple, Amazon, Meta and Others Reiterated or Upgraded https://www.nashnova.com/feed/special/goldman-sachs-upgrades-coreweave-to-buy-jpmorgan-upgrades-intel-rating-15415 nashnova en 2026-10-19T12:25:02.801Z Goldman Sachs Upgrades CoreWeave to Buy; JPMorgan Upgrades Intel Rating https://www.nashnova.com/feed/special/four-scenarios-for-the-2026-u-s-midterm-elections-democratic-house-takeover-15414 nashnova en 2026-10-19T12:23:34.976Z Four Scenarios for the 2026 U.S. Midterm Elections: Democratic House Takeover Could Trigger Debt Ceiling Showdown https://www.nashnova.com/feed/special/hygon-informations-revenue-up-57-58-percent-in-first-three-quarters-operating-15413 nashnova en 2026-10-19T12:13:45.989Z Hygon Information's Revenue Up 57.58% in First Three Quarters, Operating Cash Flow Turns Negative https://www.nashnova.com/feed/special/oracles-credit-rating-nears-junk-status-pressuring-ai-financing-ecosystem-15412 nashnova en 2026-10-19T12:04:40.846Z Oracle's Credit Rating Nears Junk Status, Pressuring AI Financing Ecosystem https://www.nashnova.com/feed/special/prominent-investor-predicts-spacex-will-acquire-tesla-at-420-per-share-15411 nashnova en 2026-10-19T11:13:29.275Z Prominent Investor Predicts SpaceX Will Acquire Tesla at $420 per Share https://www.nashnova.com/feed/special/morgan-stanley-upgrades-amazon-to-top-pick-raises-price-target-to-350-15410 nashnova en 2026-10-19T11:09:28.256Z Morgan Stanley Upgrades Amazon to Top Pick, Raises Price Target to $350 https://www.nashnova.com/feed/special/csrc-seeks-public-comments-on-guidelines-for-advance-compensation-15409 nashnova en 2026-10-19T11:08:13.783Z CSRC Seeks Public Comments on Guidelines for Advance Compensation https://www.nashnova.com/feed/special/csrc-issues-implementation-rules-on-administrative-penalties-for-illegal-15408 nashnova en 2026-10-19T10:54:11.371Z CSRC Issues Implementation Rules on Administrative Penalties for Illegal Securities Transfers https://www.nashnova.com/feed/special/csrc-accelerates-rmb-stock-trading-counters-and-reits-inclusion-in-stock-connect-15407 nashnova en 2026-10-19T10:53:24.256Z CSRC Accelerates RMB Stock Trading Counters and REITs Inclusion in Stock Connect https://www.nashnova.com/feed/special/hansoh-pharma-signs-adc-strategic-partnership-with-roche-securing-510-million-15406 nashnova en 2026-10-19T10:49:38.417Z Hansoh Pharma Signs ADC Strategic Partnership with Roche, Securing $510 Million Upfront Payment https://www.nashnova.com/feed/special/cme-plans-to-launch-tungsten-futures-contract-potentially-going-live-as-early-as-15405 nashnova en 2026-10-19T10:48:35.080Z CME Plans to Launch Tungsten Futures Contract, Potentially Going Live as Early as Q1 2027 https://www.nashnova.com/feed/special/jpmorgan-deploys-230-billion-in-first-year-of-security-and-resilience-initiative-15404 nashnova en 2026-10-19T10:39:29.558Z JPMorgan Deploys $230 Billion in First Year of Security & Resilience Initiative https://www.nashnova.com/feed/special/bundesbank-inflation-risks-clearly-tilted-to-the-upside-15403 nashnova en 2026-10-19T10:38:15.959Z Bundesbank: Inflation Risks Clearly Tilted to the Upside https://www.nashnova.com/feed/special/pboc-and-multiple-departments-issue-guidelines-on-financial-support-for-three-15402 nashnova en 2026-10-19T10:28:24.509Z PBOC and Multiple Departments Issue Guidelines on Financial Support for Three Major International Sci-Tech Innovation Centers https://www.nashnova.com/feed/special/goldman-sachs-recommends-23-under-the-radar-defensive-stocks-as-big-tech-15401 nashnova en 2026-10-19T10:19:50.083Z Goldman Sachs Recommends 23 Under-the-Radar Defensive Stocks as Big Tech Alternatives https://www.nashnova.com/feed/special/chinas-first-batch-of-active-etfs-approved-18-institutions-to-launch-offerings-15400 nashnova en 2026-10-19T10:18:35.845Z China's First Batch of Active ETFs Approved, 18 Institutions to Launch Offerings on Friday https://www.nashnova.com/feed/special/jpmorgan-alibaba-and-others-set-to-join-dongshan-precisions-hong-kong-ipo-as-15399 nashnova en 2026-10-19T09:58:45.067Z JPMorgan, Alibaba and Others Set to Join Dongshan Precision's Hong Kong IPO as Cornerstone Investors https://www.nashnova.com/feed/special/ai-servers-drive-pcb-supply-chain-volume-and-price-surge-shengyis-q3-net-profit-15398 nashnova en 2026-10-19T09:45:14.211Z AI Servers Drive PCB Supply Chain Volume and Price Surge; Shengyi's Q3 Net Profit Guidance Beats Expectations by 65% https://www.nashnova.com/feed/special/jpmorgan-deposit-token-lands-on-ethereum-as-wall-street-accelerates-rwa-15397 nashnova en 2026-10-19T09:43:54.367Z JPMorgan Deposit Token Lands on Ethereum as Wall Street Accelerates RWA Settlement Push https://www.nashnova.com/feed/special/morgan-stanleys-wilson-u-s-stock-correction-nearing-end-advises-investors-to-15396 nashnova en 2026-10-19T09:39:24.392Z Morgan Stanley's Wilson: U.S. Stock Correction Nearing End, Advises Investors to Prepare to Add Positions https://www.nashnova.com/feed/special/chinas-central-bank-plans-to-replace-7-day-rate-with-overnight-rate-as-key-15395 nashnova en 2026-10-19T09:38:19.215Z China's Central Bank Plans to Replace 7-Day Rate with Overnight Rate as Key Policy Benchmark https://www.nashnova.com/feed/special/jio-ipo-anchor-investor-tranche-oversubscribed-by-approximately-30-times-15394 nashnova en 2026-10-19T09:23:09.938Z Jio IPO Anchor Investor Tranche Oversubscribed by Approximately 30 Times https://www.nashnova.com/feed/special/microsoft-maia-300-first-to-adopt-tsmc-2nm-shipments-may-fall-below-one-million-15393 nashnova en 2026-10-19T09:18:59.014Z Microsoft Maia 300 First to Adopt TSMC 2nm, Shipments May Fall Below One Million https://www.nashnova.com/feed/special/nomura-europe-japan-roadshow-china-crdmo-and-biotech-competitiveness-endorsed-by-15392 nashnova en 2026-10-19T09:15:00.453Z Nomura Europe/Japan Roadshow: China CRDMO and Biotech Competitiveness Endorsed by Institutional Investors https://www.nashnova.com/feed/special/amazons-ai-infrastructure-spending-hits-220-billion-this-year-free-cash-flow-15391 nashnova en 2026-10-19T09:13:32.735Z Amazon's AI Infrastructure Spending Hits $220 Billion This Year, Free Cash Flow Turns Negative https://www.nashnova.com/feed/special/german-industry-has-lost-nearly-500-000-jobs-since-2019-15390 nashnova en 2026-10-19T08:43:12.836Z German Industry Has Lost Nearly 500,000 Jobs Since 2019 https://www.nashnova.com/feed/special/pboc-to-launch-liquidity-support-tool-for-large-redemptions-by-non-bank-15389 nashnova en 2026-10-19T08:33:13.743Z PBOC to Launch Liquidity Support Tool for Large Redemptions by Non-Bank Institutions https://www.nashnova.com/feed/special/south-koreas-national-pension-fund-holdings-shrink-by-182-trillion-won-in-a-15388 nashnova en 2026-10-19T08:30:18.243Z South Korea's National Pension Fund Holdings Shrink by 182 Trillion Won in a Single Quarter, with Chip Giants Contributing 70% of the Decline https://www.nashnova.com/feed/special/goldman-sachs-significantly-raises-server-market-tam-upwardly-revising-2027-28-15387 nashnova en 2026-10-19T08:28:56.146Z Goldman Sachs Significantly Raises Server Market TAM, Upwardly Revising 2027/28 Estimates by 31%/45% https://www.nashnova.com/feed/special/fiscal-pressures-in-france-and-germany-highlight-uk-advantage-as-multiple-15386 nashnova en 2026-10-19T08:16:14.395Z Fiscal Pressures in France and Germany Highlight UK Advantage as Multiple Institutions Position Early in Gilts https://www.nashnova.com/feed/special/musk-warns-of-chinas-dram-capacity-surge-by-2028-pricing-power-of-samsung-and-sk-15385 nashnova en 2026-10-19T08:14:49.553Z Musk Warns of China's DRAM Capacity Surge by 2028, Pricing Power of Samsung and SK Hynix Under Pressure https://www.nashnova.com/feed/special/deutsche-bank-china-copper-inventories-drop-to-multi-year-lows-physical-market-15384 nashnova en 2026-10-19T08:13:33.976Z Deutsche Bank: China Copper Inventories Drop to Multi-Year Lows, Physical Market Underpins Copper Prices https://www.nashnova.com/feed/special/european-natural-gas-prices-rise-over-11-percent-in-a-month-as-german-stockpiles-15383 nashnova en 2026-10-19T08:08:04.385Z European Natural Gas Prices Rise Over 11% in a Month as German Stockpiles Run Low https://www.nashnova.com/feed/special/chinas-lpr-held-steady-for-17th-consecutive-month-as-better-than-expected-q3-gdp-15382 nashnova en 2026-10-19T07:28:30.472Z China's LPR Held Steady for 17th Consecutive Month as Better-Than-Expected Q3 GDP Reduces Rate Cut Momentum https://www.nashnova.com/feed/special/citi-chinas-economic-inflection-point-approaching-policy-pressures-may-force-a-15381 nashnova en 2026-10-19T07:04:07.268Z Citi: China's Economic Inflection Point Approaching, Policy Pressures May Force a Pivot by 2027 https://www.nashnova.com/feed/special/meta-q3-earnings-preview-capital-expenditure-and-ai-monetization-under-the-15380 nashnova en 2026-10-19T06:49:10.151Z Meta Q3 Earnings Preview: Capital Expenditure and AI Monetization Under the Spotlight https://www.nashnova.com/feed/special/netflix-q3-earnings-preview-price-hike-dividends-boost-margins-but-revenue-15379 nashnova en 2026-10-19T06:33:40.181Z Netflix Q3 Earnings Preview: Price Hike Dividends Boost Margins, but Revenue Growth Continues to Decelerate https://www.nashnova.com/feed/special/bitcoin-rebounds-to-82-000-as-falling-oil-prices-boost-risk-appetite-15378 nashnova en 2026-10-19T04:48:18.947Z Bitcoin Rebounds to $82,000 as Falling Oil Prices Boost Risk Appetite https://www.nashnova.com/feed/special/zeiss-optics-high-na-euv-ready-for-mass-production-orders-booked-through-2027-15377 nashnova en 2026-10-19T04:25:03.277Z ZEISS Optics: High-NA EUV Ready for Mass Production, Orders Booked Through 2027 https://www.nashnova.com/feed/special/foxconn-and-mitsubishi-electric-establish-ev-joint-venture-targeting-1-trillion-15376 nashnova en 2026-10-19T04:23:44.620Z Foxconn and Mitsubishi Electric Establish EV Joint Venture, Targeting ¥1 Trillion in Sales by 2030 https://www.nashnova.com/feed/special/crypto-vaults-surpass-10-billion-in-scale-as-regulators-eye-high-risk-lending-15375 nashnova en 2026-10-19T04:18:46.773Z Crypto Vaults Surpass $10 Billion in Scale as Regulators Eye High-Risk Lending https://www.nashnova.com/feed/special/bank-of-england-reviews-barclays-misreporting-of-private-credit-exposure-15374 nashnova en 2026-10-19T04:16:54.801Z Bank of England Reviews Barclays' Misreporting of Private Credit Exposure https://www.nashnova.com/feed/special/high-end-cloud-ai-accelerator-shipments-expected-to-reach-25-95-million-units-by-15373 nashnova en 2026-10-19T04:15:36.989Z High-End Cloud AI Accelerator Shipments Expected to Reach 25.95 Million Units by 2027, ASICs Surpass GPUs for the First Time https://www.nashnova.com/feed/special/btig-warns-semiconductor-stock-rally-is-a-chance-to-reduce-positions-downtrend-15372 nashnova en 2026-10-19T04:14:14.334Z BTIG Warns Semiconductor Stock Rally Is a Chance to Reduce Positions, Downtrend May Extend Into 2027 https://www.nashnova.com/feed/special/anthropic-researcher-ai-models-may-learn-to-fake-compliance-15371 nashnova en 2026-10-19T04:13:15.250Z Anthropic Researcher: AI Models May Learn to Fake Compliance https://www.nashnova.com/feed/special/saudi-energy-system-rebuild-to-take-a-decade-global-diesel-shortfall-reaches-3-15370 nashnova en 2026-10-19T04:03:59.855Z Saudi Energy System Rebuild to Take a Decade; Global Diesel Shortfall Reaches 3 Million Barrels/Day https://www.nashnova.com/feed/special/citic-securities-new-cloud-players-short-term-funding-gaps-are-manageable-2028-15369 nashnova en 2026-10-19T03:58:28.631Z CITIC Securities: New Cloud Players' Short-Term Funding Gaps Are Manageable; 2028 Will Be the Real Stress Test https://www.nashnova.com/feed/special/morgan-stanley-most-of-roadster-bom-value-comes-from-spacex-reiterates-15368 nashnova en 2026-10-19T03:28:27.653Z Morgan Stanley: Most of Roadster BOM Value Comes from SpaceX, Reiterates Overweight Rating with $300 Price Target https://www.nashnova.com/feed/special/softening-oil-prices-boost-gold-as-fed-rate-hike-probability-drops-to-16-percent-15367 nashnova en 2026-10-19T03:23:35.581Z Softening Oil Prices Boost Gold as Fed Rate Hike Probability Drops to 16% https://www.nashnova.com/feed/special/china-plans-to-ban-or-restrict-exports-of-ai-and-solar-pv-technologies-15366 nashnova en 2026-10-19T03:20:04.645Z China Plans to Ban or Restrict Exports of AI and Solar PV Technologies https://www.nashnova.com/feed/special/nvidias-jensen-huang-endorses-openclaw-betting-on-robotic-agent-framework-15365 nashnova en 2026-10-19T03:18:47.900Z NVIDIA's Jensen Huang Endorses OpenClaw, Betting on Robotic Agent Framework https://www.nashnova.com/feed/special/japans-pm-sanae-takaichi-denies-pushing-for-weak-yen-and-high-interest-rates-15364 nashnova en 2026-10-19T02:35:32.690Z Japan's PM Sanae Takaichi Denies Pushing for Weak Yen and High Interest Rates https://www.nashnova.com/feed/special/short-interest-structure-analysis-of-china-linked-stocks-xiaomi-shipments-15363 nashnova en 2026-10-19T02:34:25.981Z Short Interest Structure Analysis of China-Linked Stocks: Xiaomi Shipments Decline, Pop Mart Borrow Fee Exceeds 24% https://www.nashnova.com/feed/special/chinas-q3-industrial-capacity-utilization-at-73-1-percent-up-0-1-percentage-15362 nashnova en 2026-10-19T02:33:17.669Z China's Q3 Industrial Capacity Utilization at 73.1%, Up 0.1 Percentage Points QoQ https://www.nashnova.com/feed/special/chinas-fixed-asset-investment-down-7-2-percent-yoy-in-jan-sep-15361 nashnova en 2026-10-19T02:18:23.140Z China's Fixed Asset Investment Down 7.2% YoY in Jan–Sep https://www.nashnova.com/feed/special/catl-and-other-chinese-energy-storage-giants-nearly-fully-withdraw-from-u-s-15360 nashnova en 2026-10-19T02:15:28.070Z CATL and Other Chinese Energy Storage Giants Nearly Fully Withdraw from U.S. Market https://www.nashnova.com/feed/special/hyundai-motor-establishes-rx-team-atlas-humanoid-robot-set-for-mass-production-15359 nashnova en 2026-10-19T02:14:08.165Z Hyundai Motor Establishes RX Team, Atlas Humanoid Robot Set for Mass Production by 2028 https://www.nashnova.com/feed/special/national-real-estate-development-investment-down-20-6-percent-yoy-in-first-three-15358 nashnova en 2026-10-19T02:13:07.137Z National Real Estate Development Investment Down 20.6% YoY in First Three Quarters https://www.nashnova.com/feed/special/chinas-gdp-grows-4-6-percent-yoy-in-first-three-quarters-q3-growth-picks-up-to-4-15357 nashnova en 2026-10-19T02:09:49.530Z China's GDP Grows 4.6% YoY in First Three Quarters, Q3 Growth Picks Up to 4.5% https://www.nashnova.com/feed/special/chinas-industrial-value-added-above-designated-size-grows-5-5-percent-yoy-in-15356 nashnova en 2026-10-19T02:08:31.658Z China's Industrial Value Added Above Designated Size Grows 5.5% YoY in September https://www.nashnova.com/feed/special/chinas-september-retail-sales-rise-1-1-percent-yoy-15355 nashnova en 2026-10-19T02:07:54.385Z China's September Retail Sales Rise 1.1% YoY https://www.nashnova.com/feed/special/gf-securities-post-ocp-summit-semiconductor-pullback-is-a-buying-opportunity-15354 nashnova en 2026-10-19T02:03:38.341Z GF Securities: Post-OCP Summit Semiconductor Pullback Is a Buying Opportunity; Bullish on NVIDIA, Marvell, and CPU Chain https://www.nashnova.com/feed/special/french-unrest-combined-with-russia-ukraine-tensions-sends-euro-to-17-month-low-15353 nashnova en 2026-10-19T01:44:00.262Z French Unrest Combined with Russia-Ukraine Tensions Sends Euro to 17-Month Low https://www.nashnova.com/feed/special/new-home-prices-in-first-tier-cities-continue-to-rise-mom-in-september-declines-15352 nashnova en 2026-10-19T01:37:54.812Z New Home Prices in First-Tier Cities Continue to Rise MoM in September; Declines Narrow in Second- and Third-Tier Cities https://www.nashnova.com/feed/special/activist-fund-starboard-builds-position-in-skyworks-via-qorvo-acquisition-play-15351 nashnova en 2026-10-19T01:33:31.605Z Activist Fund Starboard Builds Position in Skyworks via Qorvo Acquisition Play, Betting on Cost Synergies and Margin Targets https://www.nashnova.com/feed/special/south-koreas-kospi-turns-positive-after-intraday-drop-of-over-3-percent-nasdaq-15350 nashnova en 2026-10-19T01:28:37.981Z South Korea's KOSPI Turns Positive After Intraday Drop of Over 3%; Nasdaq 100 Futures Rebound in Tandem https://www.nashnova.com/feed/special/morgan-stanley-nvidia-captures-690b-ai-capex-alone-debt-and-power-risks-15349 nashnova en 2026-10-19T01:11:08.796Z Morgan Stanley: Nvidia Captures $690B AI Capex Alone; Debt and Power Risks Underestimated https://www.nashnova.com/feed/special/anthropic-ipo-outlook-the-2-trillion-valuation-debate-and-mysterious-trust-15348 nashnova en 2026-10-19T01:09:26.971Z Anthropic IPO Outlook: The $2 Trillion Valuation Debate and Mysterious Trust Structure https://www.nashnova.com/feed/special/chinas-high-dividend-stocks-outperform-the-broader-market-dividend-yield-doubles-15347 nashnova en 2026-10-19T01:08:15.097Z China's High-Dividend Stocks Outperform the Broader Market, Dividend Yield Doubles the 10-Year Government Bond Rate https://www.nashnova.com/feed/special/bernstein-ai-data-center-cpo-scaling-pushed-back-beyond-2030-15346 nashnova en 2026-10-19T01:04:15.021Z Bernstein: AI Data Center CPO Scaling Pushed Back Beyond 2030 https://www.nashnova.com/feed/special/deepseeks-new-model-hammers-chip-stocks-as-leveraged-etfs-draw-record-10-billion-15345 nashnova en 2026-10-19T00:44:08.234Z DeepSeek's New Model Hammers Chip Stocks as Leveraged ETFs Draw Record ~$10 Billion in a Single Week https://www.nashnova.com/feed/special/blackrock-tokenized-funds-are-penetrating-wall-streets-traditional-15344 nashnova en 2026-10-19T00:38:22.674Z BlackRock: Tokenized Funds Are Penetrating Wall Street's Traditional Infrastructure https://www.nashnova.com/feed/special/cicc-ai-boom-faces-supply-expansion-test-15343 nashnova en 2026-10-19T00:33:42.963Z CICC: AI Boom Faces Supply Expansion Test https://www.nashnova.com/feed/special/ubs-last-weeks-us-ai-sector-saw-deleveraging-not-de-risking-15342 nashnova en 2026-10-19T00:13:54.391Z UBS: Last Week's US AI Sector Saw Deleveraging, Not De-Risking https://www.nashnova.com/feed/special/ai-trade-turmoil-triggers-u-s-treasury-short-covering-safe-haven-function-15341 nashnova en 2026-10-18T19:23:42.169Z AI Trade Turmoil Triggers U.S. Treasury Short Covering, Safe-Haven Function Briefly Revives https://www.nashnova.com/feed/special/crude-oil-futures-face-two-way-shock-as-ukraine-strikes-russian-oil-depots-and-15340 nashnova en 2026-10-18T19:13:59.250Z Crude Oil Futures Face Two-Way Shock as Ukraine Strikes Russian Oil Depots and Diesel Sanctions Are Lifted https://www.nashnova.com/feed/special/pimco-u-s-10-year-treasury-yield-rising-to-6-percent-is-possible-15339 nashnova en 2026-10-18T18:38:45.442Z Pimco: U.S. 10-Year Treasury Yield Rising to 6% Is "Possible" https://www.nashnova.com/feed/special/anthropic-plans-to-donate-5-percent-equity-to-establish-public-benefit-fund-15338 nashnova en 2026-10-18T18:33:05.061Z Anthropic Plans to Donate 5% Equity to Establish Public Benefit Fund https://www.nashnova.com/zh/feed/special/nscale-anthropic-450-15441 nashnova zh-cn 2026-10-19T19:33:09.964Z Nscale与Anthropic洽谈450亿美元云计算协议 https://www.nashnova.com/zh/feed/special/ai-15440 nashnova zh-cn 2026-10-19T19:28:30.365Z 标普全球:超大规模云厂商AI相关债务或被低估 https://www.nashnova.com/zh/feed/special/vera-cpu-ai-modal-15439 nashnova zh-cn 2026-10-19T19:23:19.845Z 英伟达Vera CPU赢得AI云平台Modal采用 https://www.nashnova.com/zh/feed/special/15438 nashnova zh-cn 2026-10-19T19:18:13.779Z 美国允许暗船队油轮转为合法运营 https://www.nashnova.com/zh/feed/special/amazon-launches-torchneuron-ai-chips-directly-compatible-with-pytorch-to-15437 nashnova zh-cn 2026-10-19T19:10:10.912Z 亚马逊推出TorchNeuron,AI芯片直接兼容PyTorch挑战英伟达 https://www.nashnova.com/zh/feed/special/china-warns-uk-do-not-impose-restrictions-on-chinese-evs-15436 nashnova zh-cn 2026-10-19T19:09:06.601Z 中国警告英国:勿对中国电动车施加限制 https://www.nashnova.com/zh/feed/special/goldman-sachs-raises-end-2026-copper-price-forecast-to-14-700-ton-15435 nashnova zh-cn 2026-10-19T19:08:14.712Z 高盛上调2026年底铜价预测至14700美元/吨 https://www.nashnova.com/zh/feed/special/nvidia-sets-record-completes-104-qubit-fault-tolerant-quantum-computing-15434 nashnova zh-cn 2026-10-19T18:18:17.607Z 英伟达创纪录:完成104量子比特容错量子计算模拟 https://www.nashnova.com/zh/feed/special/digital-gold-market-size-rises-to-55-billion-expected-to-grow-at-27-percent-cagr-15433 nashnova zh-cn 2026-10-19T17:53:27.600Z 数字黄金市场规模升至550亿美元,年均增速料达27% https://www.nashnova.com/zh/feed/special/iran-warns-any-u-s-bombing-campaign-would-trigger-a-global-energy-crisis-15432 nashnova zh-cn 2026-10-19T17:28:41.032Z 伊朗警告:美国任何轰炸行动将引发全球能源危机 https://www.nashnova.com/zh/feed/special/tech-stock-rebound-suppresses-safe-haven-demand-u-s-treasury-yields-rise-across-15431 nashnova zh-cn 2026-10-19T16:58:43.575Z 科技股反弹压制避险需求,美债收益率全线上行 https://www.nashnova.com/zh/feed/special/apple-confirms-october-28-event-first-touchscreen-macbook-pro-set-to-debut-15430 nashnova zh-cn 2026-10-19T16:28:00.313Z 苹果确认10月28日发布会,首款触控屏MacBook Pro亮相 https://www.nashnova.com/zh/feed/special/deepseek-partners-with-huawei-to-design-ai-chips-taking-aim-at-nvidia-15429 nashnova zh-cn 2026-10-19T16:23:50.341Z DeepSeek与华为深度合作设计AI芯片,剑指英伟达 https://www.nashnova.com/zh/feed/special/nvidia-releases-open-source-agent-models-for-enterprise-and-pc-15428 nashnova zh-cn 2026-10-19T15:43:29.600Z 英伟达发布企业与PC端开源Agent模型 https://www.nashnova.com/zh/feed/special/saudi-future-investment-initiative-summit-postponed-to-2027-after-houthi-attack-15427 nashnova zh-cn 2026-10-19T15:29:23.169Z 沙特未来投资倡议峰会推迟至2027年,胡塞武装袭击利雅得机场致12死 https://www.nashnova.com/zh/feed/special/apples-correlation-with-nasdaq-turns-negative-for-the-first-time-emerging-as-a-15426 nashnova zh-cn 2026-10-19T15:28:25.004Z 苹果与纳指相关性首次转负,成科技股避险新锚 https://www.nashnova.com/zh/feed/special/goldman-sachs-panic-largely-priced-in-hedge-fund-leverage-drops-to-five-year-low-15425 nashnova zh-cn 2026-10-19T15:14:09.442Z 高盛:恐慌已大量定价,对冲基金杠杆降至五年低 https://www.nashnova.com/zh/feed/special/morgan-stanley-ais-1-6-trillion-capex-will-be-highly-dependent-on-credit-markets-15424 nashnova zh-cn 2026-10-19T14:23:52.576Z 大摩:AI 1.6万亿美元资本开支2027年将高度依赖信用市场 https://www.nashnova.com/zh/feed/special/anthropic-prepares-new-model-with-significantly-enhanced-intent-understanding-15423 nashnova zh-cn 2026-10-19T14:18:24.798Z Anthropic筹备新模型,意图理解能力显著提升 https://www.nashnova.com/zh/feed/special/u-s-homebuilder-confidence-falls-to-14-year-low-15422 nashnova zh-cn 2026-10-19T14:13:34.695Z 美国住宅建筑商信心跌至14年低点 https://www.nashnova.com/zh/feed/special/nyse-extends-options-trading-hours-adding-29-stocks-and-etfs-15421 nashnova zh-cn 2026-10-19T13:54:31.631Z 纽交所延长期权交易时段,29只股票和ETF纳入 https://www.nashnova.com/zh/feed/special/u-s-moves-to-ban-federal-agencies-from-using-deepseek-and-government-contracts-15420 nashnova zh-cn 2026-10-19T13:53:19.495Z 美国拟禁止联邦机构使用DeepSeek及参与政府合同 https://www.nashnova.com/zh/feed/special/semiconductor-stocks-rebound-in-premarket-after-two-consecutive-weeks-of-15419 nashnova zh-cn 2026-10-19T13:48:31.352Z 半导体股两周连跌后盘前反弹,美光、AMD涨逾4% https://www.nashnova.com/zh/feed/special/pan-gongsheng-pboc-to-monitor-ais-impact-on-monetary-policy-and-plan-ahead-15418 nashnova zh-cn 2026-10-19T13:33:24.987Z 潘功胜:央行将监测AI对货币政策影响并前瞻布局 https://www.nashnova.com/zh/feed/special/amazon-and-american-electric-power-team-up-to-explore-960-mw-nuclear-project-in-15417 nashnova zh-cn 2026-10-19T12:43:45.141Z 亚马逊与美国电力联手探索印第安纳州960兆瓦核电项目 https://www.nashnova.com/zh/feed/special/wall-street-monday-ratings-nvidia-apple-amazon-meta-and-others-reiterated-or-15416 nashnova zh-cn 2026-10-19T12:39:08.782Z 华尔街周一评级:英伟达、苹果、亚马逊、Meta等获重申或上调 https://www.nashnova.com/zh/feed/special/goldman-sachs-upgrades-coreweave-to-buy-jpmorgan-upgrades-intel-rating-15415 nashnova zh-cn 2026-10-19T12:25:02.801Z 高盛上调CoreWeave至买入,摩根大通升英特尔评级 https://www.nashnova.com/zh/feed/special/four-scenarios-for-the-2026-u-s-midterm-elections-democratic-house-takeover-15414 nashnova zh-cn 2026-10-19T12:23:34.976Z 美国2026中期选举四大情景:民主党夺院或引发债务上限博弈 https://www.nashnova.com/zh/feed/special/hygon-informations-revenue-up-57-58-percent-in-first-three-quarters-operating-15413 nashnova zh-cn 2026-10-19T12:13:45.989Z 海光信息前三季度营收增57.58%,经营现金流转负 https://www.nashnova.com/zh/feed/special/oracles-credit-rating-nears-junk-status-pressuring-ai-financing-ecosystem-15412 nashnova zh-cn 2026-10-19T12:04:40.846Z Oracle信用评级逼近垃圾级,AI融资生态承压 https://www.nashnova.com/zh/feed/special/prominent-investor-predicts-spacex-will-acquire-tesla-at-420-per-share-15411 nashnova zh-cn 2026-10-19T11:13:29.275Z 知名投资人预言SpaceX将以420美元/股收购特斯拉 https://www.nashnova.com/zh/feed/special/morgan-stanley-upgrades-amazon-to-top-pick-raises-price-target-to-350-15410 nashnova zh-cn 2026-10-19T11:09:28.256Z 摩根士丹利上调亚马逊为首选股,目标价升至350美元 https://www.nashnova.com/zh/feed/special/csrc-seeks-public-comments-on-guidelines-for-advance-compensation-15409 nashnova zh-cn 2026-10-19T11:08:13.783Z 证监会就先行赔付指导意见公开征求意见 https://www.nashnova.com/zh/feed/special/csrc-issues-implementation-rules-on-administrative-penalties-for-illegal-15408 nashnova zh-cn 2026-10-19T10:54:11.371Z 证监会发布违规转让证券行政处罚实施规则 https://www.nashnova.com/zh/feed/special/csrc-accelerates-rmb-stock-trading-counters-and-reits-inclusion-in-stock-connect-15407 nashnova zh-cn 2026-10-19T10:53:24.256Z 证监会加快推进人民币股票交易柜台及REITs纳入沪深港通 https://www.nashnova.com/zh/feed/special/hansoh-pharma-signs-adc-strategic-partnership-with-roche-securing-510-million-15406 nashnova zh-cn 2026-10-19T10:49:38.417Z 翰森制药与罗氏签ADC战略合作,首付款达5.1亿美元 https://www.nashnova.com/zh/feed/special/cme-plans-to-launch-tungsten-futures-contract-potentially-going-live-as-early-as-15405 nashnova zh-cn 2026-10-19T10:48:35.080Z CME计划推出钨期货合约,最早2027年一季度上线 https://www.nashnova.com/zh/feed/special/jpmorgan-deploys-230-billion-in-first-year-of-security-and-resilience-initiative-15404 nashnova zh-cn 2026-10-19T10:39:29.558Z 摩根大通安全韧性计划首年部署2300亿美元 https://www.nashnova.com/zh/feed/special/bundesbank-inflation-risks-clearly-tilted-to-the-upside-15403 nashnova zh-cn 2026-10-19T10:38:15.959Z 德国央行:通胀风险明显偏向上行 https://www.nashnova.com/zh/feed/special/pboc-and-multiple-departments-issue-guidelines-on-financial-support-for-three-15402 nashnova zh-cn 2026-10-19T10:28:24.509Z 央行等多部门发文金融支持三大国际科技创新中心 https://www.nashnova.com/zh/feed/special/goldman-sachs-recommends-23-under-the-radar-defensive-stocks-as-big-tech-15401 nashnova zh-cn 2026-10-19T10:19:50.083Z 高盛推荐23只低关注度防御股替代大科技 https://www.nashnova.com/zh/feed/special/chinas-first-batch-of-active-etfs-approved-18-institutions-to-launch-offerings-15400 nashnova zh-cn 2026-10-19T10:18:35.845Z 中国首批主动ETF获批,18家机构周五启动发行 https://www.nashnova.com/zh/feed/special/jpmorgan-alibaba-and-others-set-to-join-dongshan-precisions-hong-kong-ipo-as-15399 nashnova zh-cn 2026-10-19T09:58:45.067Z 摩根大通、阿里巴巴等拟参与东山精密香港IPO基石投资 https://www.nashnova.com/zh/feed/special/ai-servers-drive-pcb-supply-chain-volume-and-price-surge-shengyis-q3-net-profit-15398 nashnova zh-cn 2026-10-19T09:45:14.211Z AI服务器拉动PCB产业链量价齐升,生益三季度净利指引超预期65% https://www.nashnova.com/zh/feed/special/jpmorgan-deposit-token-lands-on-ethereum-as-wall-street-accelerates-rwa-15397 nashnova zh-cn 2026-10-19T09:43:54.367Z 摩根大通存款代币登陆以太坊,华尔街RWA结算布局提速 https://www.nashnova.com/zh/feed/special/morgan-stanleys-wilson-u-s-stock-correction-nearing-end-advises-investors-to-15396 nashnova zh-cn 2026-10-19T09:39:24.392Z 大摩威尔逊:美股调整接近尾声,建议投资者准备加仓 https://www.nashnova.com/zh/feed/special/chinas-central-bank-plans-to-replace-7-day-rate-with-overnight-rate-as-key-15395 nashnova zh-cn 2026-10-19T09:38:19.215Z 中国央行拟以隔夜利率取代七天利率成主要政策基准 https://www.nashnova.com/zh/feed/special/jio-ipo-anchor-investor-tranche-oversubscribed-by-approximately-30-times-15394 nashnova zh-cn 2026-10-19T09:23:09.938Z Jio IPO锚定投资者配额超购约30倍 https://www.nashnova.com/zh/feed/special/microsoft-maia-300-first-to-adopt-tsmc-2nm-shipments-may-fall-below-one-million-15393 nashnova zh-cn 2026-10-19T09:18:59.014Z 微软Maia 300率先采用台积电2nm,出货量或不足百万 https://www.nashnova.com/zh/feed/special/nomura-europe-japan-roadshow-china-crdmo-and-biotech-competitiveness-endorsed-by-15392 nashnova zh-cn 2026-10-19T09:15:00.453Z 野村欧日路演:中国CRDMO与生物科技竞争力获机构认可 https://www.nashnova.com/zh/feed/special/amazons-ai-infrastructure-spending-hits-220-billion-this-year-free-cash-flow-15391 nashnova zh-cn 2026-10-19T09:13:32.735Z 亚马逊今年AI基础设施开支达2200亿美元,自由现金流转负 https://www.nashnova.com/zh/feed/special/german-industry-has-lost-nearly-500-000-jobs-since-2019-15390 nashnova zh-cn 2026-10-19T08:43:12.836Z 德国工业自2019年流失近50万个就业岗位 https://www.nashnova.com/zh/feed/special/pboc-to-launch-liquidity-support-tool-for-large-redemptions-by-non-bank-15389 nashnova zh-cn 2026-10-19T08:33:13.743Z 央行将推出非银机构大额赎回流动性支持工具 https://www.nashnova.com/zh/feed/special/south-koreas-national-pension-fund-holdings-shrink-by-182-trillion-won-in-a-15388 nashnova zh-cn 2026-10-19T08:30:18.243Z 韩国国民年金持仓单季缩水182万亿韩元,芯片双雄贡献七成跌幅 https://www.nashnova.com/zh/feed/special/goldman-sachs-significantly-raises-server-market-tam-upwardly-revising-2027-28-15387 nashnova zh-cn 2026-10-19T08:28:56.146Z 高盛大幅上调服务器市场TAM,2027/28年分别上修31%/45% https://www.nashnova.com/zh/feed/special/fiscal-pressures-in-france-and-germany-highlight-uk-advantage-as-multiple-15386 nashnova zh-cn 2026-10-19T08:16:14.395Z 法德财政压力凸显英国优势,多家机构提前布局金边债券 https://www.nashnova.com/zh/feed/special/musk-warns-of-chinas-dram-capacity-surge-by-2028-pricing-power-of-samsung-and-sk-15385 nashnova zh-cn 2026-10-19T08:14:49.553Z 马斯克预警中国2028年DRAM产能激增,三星SK海力士定价权受压 https://www.nashnova.com/zh/feed/special/deutsche-bank-china-copper-inventories-drop-to-multi-year-lows-physical-market-15384 nashnova zh-cn 2026-10-19T08:13:33.976Z 德银:中国铜库存降至多年低位,实物市场支撑铜价 https://www.nashnova.com/zh/feed/special/european-natural-gas-prices-rise-over-11-percent-in-a-month-as-german-stockpiles-15383 nashnova zh-cn 2026-10-19T08:08:04.385Z 欧洲天然气价格月涨逾11%,德国库存告急 https://www.nashnova.com/zh/feed/special/chinas-lpr-held-steady-for-17th-consecutive-month-as-better-than-expected-q3-gdp-15382 nashnova zh-cn 2026-10-19T07:28:30.472Z 中国LPR连续17个月维持不变,三季度GDP超预期压低降息动力 https://www.nashnova.com/zh/feed/special/citi-chinas-economic-inflection-point-approaching-policy-pressures-may-force-a-15381 nashnova zh-cn 2026-10-19T07:04:07.268Z 花旗:中国经济拐点临近,政策压力或迫使2027年转向 https://www.nashnova.com/zh/feed/special/meta-q3-earnings-preview-capital-expenditure-and-ai-monetization-under-the-15380 nashnova zh-cn 2026-10-19T06:49:10.151Z Meta Q3财报前瞻:资本开支与AI变现成核心考验 https://www.nashnova.com/zh/feed/special/netflix-q3-earnings-preview-price-hike-dividends-boost-margins-but-revenue-15379 nashnova zh-cn 2026-10-19T06:33:40.181Z 奈飞Q3财报前瞻:提价红利推高利润率,营收增速续降 https://www.nashnova.com/zh/feed/special/bitcoin-rebounds-to-82-000-as-falling-oil-prices-boost-risk-appetite-15378 nashnova zh-cn 2026-10-19T04:48:18.947Z 比特币反弹至82000美元,油价回落提振风险情绪 https://www.nashnova.com/zh/feed/special/zeiss-optics-high-na-euv-ready-for-mass-production-orders-booked-through-2027-15377 nashnova zh-cn 2026-10-19T04:25:03.277Z 蔡司光学:High-NA EUV已具备量产条件,订单排至2027年 https://www.nashnova.com/zh/feed/special/foxconn-and-mitsubishi-electric-establish-ev-joint-venture-targeting-1-trillion-15376 nashnova zh-cn 2026-10-19T04:23:44.620Z 富士康与三菱电机成立EV合资公司,目标2030年销售额破万亿日元 https://www.nashnova.com/zh/feed/special/crypto-vaults-surpass-10-billion-in-scale-as-regulators-eye-high-risk-lending-15375 nashnova zh-cn 2026-10-19T04:18:46.773Z 加密货币金库规模突破百亿美元,监管机构关注高风险借贷 https://www.nashnova.com/zh/feed/special/bank-of-england-reviews-barclays-misreporting-of-private-credit-exposure-15374 nashnova zh-cn 2026-10-19T04:16:54.801Z 英国央行审查巴克莱私人信贷敞口虚报监管事件 https://www.nashnova.com/zh/feed/special/high-end-cloud-ai-accelerator-shipments-expected-to-reach-25-95-million-units-by-15373 nashnova zh-cn 2026-10-19T04:15:36.989Z 2027年高端云AI加速器出货量预计达2595万片,ASIC首超GPU https://www.nashnova.com/zh/feed/special/btig-warns-semiconductor-stock-rally-is-a-chance-to-reduce-positions-downtrend-15372 nashnova zh-cn 2026-10-19T04:14:14.334Z BTIG警告半导体股反弹是减仓机会,下行或延续至2027年 https://www.nashnova.com/zh/feed/special/anthropic-researcher-ai-models-may-learn-to-fake-compliance-15371 nashnova zh-cn 2026-10-19T04:13:15.250Z Anthropic研究员:AI模型可能学会伪装服从 https://www.nashnova.com/zh/feed/special/saudi-energy-system-rebuild-to-take-a-decade-global-diesel-shortfall-reaches-3-15370 nashnova zh-cn 2026-10-19T04:03:59.855Z 沙特能源系统重建需十年,全球柴油缺口300万桶/日 https://www.nashnova.com/zh/feed/special/citic-securities-new-cloud-players-short-term-funding-gaps-are-manageable-2028-15369 nashnova zh-cn 2026-10-19T03:58:28.631Z 中信证券:新云厂商短期融资缺口可承接,2028年才是真正压力测试 https://www.nashnova.com/zh/feed/special/morgan-stanley-most-of-roadster-bom-value-comes-from-spacex-reiterates-15368 nashnova zh-cn 2026-10-19T03:28:27.653Z 摩根士丹利:Roadster BOM大部分价值来自SpaceX,重申超配评级目标价300美元 https://www.nashnova.com/zh/feed/special/softening-oil-prices-boost-gold-as-fed-rate-hike-probability-drops-to-16-percent-15367 nashnova zh-cn 2026-10-19T03:23:35.581Z 油价走软提振黄金,美联储加息概率降至16% https://www.nashnova.com/zh/feed/special/china-plans-to-ban-or-restrict-exports-of-ai-and-solar-pv-technologies-15366 nashnova zh-cn 2026-10-19T03:20:04.645Z 中国拟对AI与光伏技术出口实施禁令或许可管制 https://www.nashnova.com/zh/feed/special/nvidias-jensen-huang-endorses-openclaw-betting-on-robotic-agent-framework-15365 nashnova zh-cn 2026-10-19T03:18:47.900Z 英伟达黄仁勋背书OpenClaw,押注机器人代理框架 https://www.nashnova.com/zh/feed/special/japans-pm-sanae-takaichi-denies-pushing-for-weak-yen-and-high-interest-rates-15364 nashnova zh-cn 2026-10-19T02:35:32.690Z 日本首相高市早苗否认推动日元弱势与高利率 https://www.nashnova.com/zh/feed/special/short-interest-structure-analysis-of-china-linked-stocks-xiaomi-shipments-15363 nashnova zh-cn 2026-10-19T02:34:25.981Z 中资股空头结构分析:小米出货下滑,泡泡玛特借券费率超24% https://www.nashnova.com/zh/feed/special/chinas-q3-industrial-capacity-utilization-at-73-1-percent-up-0-1-percentage-15362 nashnova zh-cn 2026-10-19T02:33:17.669Z 三季度全国工业产能利用率73.1%,环比微升0.1个百分点 https://www.nashnova.com/zh/feed/special/chinas-fixed-asset-investment-down-7-2-percent-yoy-in-jan-sep-15361 nashnova zh-cn 2026-10-19T02:18:23.140Z 1—9月全国固定资产投资同比降7.2% https://www.nashnova.com/zh/feed/special/catl-and-other-chinese-energy-storage-giants-nearly-fully-withdraw-from-u-s-15360 nashnova zh-cn 2026-10-19T02:15:28.070Z 宁德时代等中国储能巨头几乎全面退出美国市场 https://www.nashnova.com/zh/feed/special/hyundai-motor-establishes-rx-team-atlas-humanoid-robot-set-for-mass-production-15359 nashnova zh-cn 2026-10-19T02:14:08.165Z 现代汽车成立RX团队,Atlas人形机器人2028年量产 https://www.nashnova.com/zh/feed/special/national-real-estate-development-investment-down-20-6-percent-yoy-in-first-three-15358 nashnova zh-cn 2026-10-19T02:13:07.137Z 前三季度全国房地产开发投资同比降20.6% https://www.nashnova.com/zh/feed/special/chinas-gdp-grows-4-6-percent-yoy-in-first-three-quarters-q3-growth-picks-up-to-4-15357 nashnova zh-cn 2026-10-19T02:09:49.530Z 中国前三季度GDP同比增4.6%,三季度增速回升至4.5% https://www.nashnova.com/zh/feed/special/chinas-industrial-value-added-above-designated-size-grows-5-5-percent-yoy-in-15356 nashnova zh-cn 2026-10-19T02:08:31.658Z 中国9月规模以上工业增加值同比增5.5% https://www.nashnova.com/zh/feed/special/chinas-september-retail-sales-rise-1-1-percent-yoy-15355 nashnova zh-cn 2026-10-19T02:07:54.385Z 中国9月社会消费品零售总额同比增1.1% https://www.nashnova.com/zh/feed/special/gf-securities-post-ocp-summit-semiconductor-pullback-is-a-buying-opportunity-15354 nashnova zh-cn 2026-10-19T02:03:38.341Z 广发:OCP峰会后半导体回调是买点,看好英伟达、迈威尔及CPU链 https://www.nashnova.com/zh/feed/special/french-unrest-combined-with-russia-ukraine-tensions-sends-euro-to-17-month-low-15353 nashnova zh-cn 2026-10-19T01:44:00.262Z 法国骚乱叠加俄乌紧张,欧元跌至17个月低位 https://www.nashnova.com/zh/feed/special/new-home-prices-in-first-tier-cities-continue-to-rise-mom-in-september-declines-15352 nashnova zh-cn 2026-10-19T01:37:54.812Z 9月一线城市新房价格环比续涨,二三线降幅收窄 https://www.nashnova.com/zh/feed/special/activist-fund-starboard-builds-position-in-skyworks-via-qorvo-acquisition-play-15351 nashnova zh-cn 2026-10-19T01:33:31.605Z 维权基金Starboard借收购Qorvo建仓Skyworks,看好成本协同与利润率目标 https://www.nashnova.com/zh/feed/special/south-koreas-kospi-turns-positive-after-intraday-drop-of-over-3-percent-nasdaq-15350 nashnova zh-cn 2026-10-19T01:28:37.981Z 韩国首尔综指盘中跌超3%后转涨,纳斯达克100期货同步回升 https://www.nashnova.com/zh/feed/special/morgan-stanley-nvidia-captures-690b-ai-capex-alone-debt-and-power-risks-15349 nashnova zh-cn 2026-10-19T01:11:08.796Z 大摩:英伟达独揽AI资本开支6900亿,债务与电力风险被低估 https://www.nashnova.com/zh/feed/special/anthropic-ipo-outlook-the-2-trillion-valuation-debate-and-mysterious-trust-15348 nashnova zh-cn 2026-10-19T01:09:26.971Z Anthropic IPO前景:2万亿估值争议与神秘信托结构 https://www.nashnova.com/zh/feed/special/chinas-high-dividend-stocks-outperform-the-broader-market-dividend-yield-doubles-15347 nashnova zh-cn 2026-10-19T01:08:15.097Z 中国高股息股跑赢大盘,股息率是10年期国债两倍 https://www.nashnova.com/zh/feed/special/bernstein-ai-data-center-cpo-scaling-pushed-back-beyond-2030-15346 nashnova zh-cn 2026-10-19T01:04:15.021Z 伯恩斯坦:AI数据中心CPO规模化推迟至2030年后 https://www.nashnova.com/zh/feed/special/deepseeks-new-model-hammers-chip-stocks-as-leveraged-etfs-draw-record-10-billion-15345 nashnova zh-cn 2026-10-19T00:44:08.234Z DeepSeek新模型冲击芯片股,杠杆ETF单周吸金近百亿美元创纪录 https://www.nashnova.com/zh/feed/special/blackrock-tokenized-funds-are-penetrating-wall-streets-traditional-15344 nashnova zh-cn 2026-10-19T00:38:22.674Z 贝莱德:代币化基金正向华尔街传统基础设施渗透 https://www.nashnova.com/zh/feed/special/cicc-ai-boom-faces-supply-expansion-test-15343 nashnova zh-cn 2026-10-19T00:33:42.963Z 中金:AI高景气面临供给扩张考验 https://www.nashnova.com/zh/feed/special/ubs-last-weeks-us-ai-sector-saw-deleveraging-not-de-risking-15342 nashnova zh-cn 2026-10-19T00:13:54.391Z 瑞银:上周美股AI板块去杠杆而非去风险 https://www.nashnova.com/zh-hant/feed/special/nscale-anthropic-450-15441 nashnova zh-tw 2026-10-19T19:33:09.964Z Nscale與Anthropic洽談450億美元雲端運算協議 https://www.nashnova.com/zh-hant/feed/special/ai-15440 nashnova zh-tw 2026-10-19T19:28:30.365Z 標普全球:超大規模雲端廠商AI相關債務或被低估 https://www.nashnova.com/zh-hant/feed/special/vera-cpu-ai-modal-15439 nashnova zh-tw 2026-10-19T19:23:19.845Z 輝達Vera CPU贏得AI雲平台Modal採用 https://www.nashnova.com/zh-hant/feed/special/15438 nashnova zh-tw 2026-10-19T19:18:13.779Z 美國允許暗船隊油輪轉為合法運營 https://www.nashnova.com/zh-hant/feed/special/amazon-launches-torchneuron-ai-chips-directly-compatible-with-pytorch-to-15437 nashnova zh-tw 2026-10-19T19:10:10.912Z 亞馬遜推出TorchNeuron,AI晶片直接兼容PyTorch挑戰輝達 https://www.nashnova.com/zh-hant/feed/special/china-warns-uk-do-not-impose-restrictions-on-chinese-evs-15436 nashnova zh-tw 2026-10-19T19:09:06.601Z 中國警告英國:勿對中國電動車施加限制 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-raises-end-2026-copper-price-forecast-to-14-700-ton-15435 nashnova zh-tw 2026-10-19T19:08:14.712Z 高盛上調2026年底銅價預測至14700美元/噸 https://www.nashnova.com/zh-hant/feed/special/nvidia-sets-record-completes-104-qubit-fault-tolerant-quantum-computing-15434 nashnova zh-tw 2026-10-19T18:18:17.607Z 輝達創紀錄:完成104量子位元容錯量子計算模擬 https://www.nashnova.com/zh-hant/feed/special/digital-gold-market-size-rises-to-55-billion-expected-to-grow-at-27-percent-cagr-15433 nashnova zh-tw 2026-10-19T17:53:27.600Z 數位黃金市場規模升至550億美元,年均增速料達27% https://www.nashnova.com/zh-hant/feed/special/iran-warns-any-u-s-bombing-campaign-would-trigger-a-global-energy-crisis-15432 nashnova zh-tw 2026-10-19T17:28:41.032Z 伊朗警告:美國任何轟炸行動將引發全球能源危機 https://www.nashnova.com/zh-hant/feed/special/tech-stock-rebound-suppresses-safe-haven-demand-u-s-treasury-yields-rise-across-15431 nashnova zh-tw 2026-10-19T16:58:43.575Z 科技股反彈壓制避險需求,美債收益率全線上行 https://www.nashnova.com/zh-hant/feed/special/apple-confirms-october-28-event-first-touchscreen-macbook-pro-set-to-debut-15430 nashnova zh-tw 2026-10-19T16:28:00.313Z 蘋果確認10月28日發布會,首款觸控螢幕MacBook Pro亮相 https://www.nashnova.com/zh-hant/feed/special/deepseek-partners-with-huawei-to-design-ai-chips-taking-aim-at-nvidia-15429 nashnova zh-tw 2026-10-19T16:23:50.341Z DeepSeek與華為深度合作設計AI晶片,劍指輝達 https://www.nashnova.com/zh-hant/feed/special/nvidia-releases-open-source-agent-models-for-enterprise-and-pc-15428 nashnova zh-tw 2026-10-19T15:43:29.600Z 輝達發布企業與PC端開源Agent模型 https://www.nashnova.com/zh-hant/feed/special/saudi-future-investment-initiative-summit-postponed-to-2027-after-houthi-attack-15427 nashnova zh-tw 2026-10-19T15:29:23.169Z 沙特未來投資倡議峰會推遲至2027年,胡塞武裝襲擊利雅得機場致12死 https://www.nashnova.com/zh-hant/feed/special/apples-correlation-with-nasdaq-turns-negative-for-the-first-time-emerging-as-a-15426 nashnova zh-tw 2026-10-19T15:28:25.004Z 蘋果與納指相關性首次轉負,成科技股避險新錨 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-panic-largely-priced-in-hedge-fund-leverage-drops-to-five-year-low-15425 nashnova zh-tw 2026-10-19T15:14:09.442Z 高盛:恐慌已大量定價,對沖基金槓桿降至五年低 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-ais-1-6-trillion-capex-will-be-highly-dependent-on-credit-markets-15424 nashnova zh-tw 2026-10-19T14:23:52.576Z 大摩:AI 1.6兆美元資本開支2027年將高度依賴信用市場 https://www.nashnova.com/zh-hant/feed/special/anthropic-prepares-new-model-with-significantly-enhanced-intent-understanding-15423 nashnova zh-tw 2026-10-19T14:18:24.798Z Anthropic籌備新模型,意圖理解能力顯著提升 https://www.nashnova.com/zh-hant/feed/special/u-s-homebuilder-confidence-falls-to-14-year-low-15422 nashnova zh-tw 2026-10-19T14:13:34.695Z 美國住宅建築商信心跌至14年低點 https://www.nashnova.com/zh-hant/feed/special/nyse-extends-options-trading-hours-adding-29-stocks-and-etfs-15421 nashnova zh-tw 2026-10-19T13:54:31.631Z 紐交所延長期權交易時段,29隻股票和ETF納入 https://www.nashnova.com/zh-hant/feed/special/u-s-moves-to-ban-federal-agencies-from-using-deepseek-and-government-contracts-15420 nashnova zh-tw 2026-10-19T13:53:19.495Z 美國擬禁止聯邦機構使用DeepSeek及參與政府合同 https://www.nashnova.com/zh-hant/feed/special/semiconductor-stocks-rebound-in-premarket-after-two-consecutive-weeks-of-15419 nashnova zh-tw 2026-10-19T13:48:31.352Z 半導體股兩週連跌後盤前反彈,美光、AMD漲逾4% https://www.nashnova.com/zh-hant/feed/special/pan-gongsheng-pboc-to-monitor-ais-impact-on-monetary-policy-and-plan-ahead-15418 nashnova zh-tw 2026-10-19T13:33:24.987Z 潘功勝:央行將監測AI對貨幣政策影響並前瞻佈局 https://www.nashnova.com/zh-hant/feed/special/amazon-and-american-electric-power-team-up-to-explore-960-mw-nuclear-project-in-15417 nashnova zh-tw 2026-10-19T12:43:45.141Z 亞馬遜與美國電力聯手探索印第安納州960兆瓦核電項目 https://www.nashnova.com/zh-hant/feed/special/wall-street-monday-ratings-nvidia-apple-amazon-meta-and-others-reiterated-or-15416 nashnova zh-tw 2026-10-19T12:39:08.782Z 華爾街週一評級:輝達、蘋果、亞馬遜、Meta等獲重申或上調 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-upgrades-coreweave-to-buy-jpmorgan-upgrades-intel-rating-15415 nashnova zh-tw 2026-10-19T12:25:02.801Z 高盛上調CoreWeave至買入,摩根大通升英特爾評級 https://www.nashnova.com/zh-hant/feed/special/four-scenarios-for-the-2026-u-s-midterm-elections-democratic-house-takeover-15414 nashnova zh-tw 2026-10-19T12:23:34.976Z 美國2026中期選舉四大情景:民主黨奪院或引發債務上限博弈 https://www.nashnova.com/zh-hant/feed/special/hygon-informations-revenue-up-57-58-percent-in-first-three-quarters-operating-15413 nashnova zh-tw 2026-10-19T12:13:45.989Z 海光資訊前三季度營收增57.58%,經營現金流轉負 https://www.nashnova.com/zh-hant/feed/special/oracles-credit-rating-nears-junk-status-pressuring-ai-financing-ecosystem-15412 nashnova zh-tw 2026-10-19T12:04:40.846Z Oracle信用評級逼近垃圾級,AI融資生態承壓 https://www.nashnova.com/zh-hant/feed/special/prominent-investor-predicts-spacex-will-acquire-tesla-at-420-per-share-15411 nashnova zh-tw 2026-10-19T11:13:29.275Z 知名投資人預言SpaceX將以420美元/股收購特斯拉 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-upgrades-amazon-to-top-pick-raises-price-target-to-350-15410 nashnova zh-tw 2026-10-19T11:09:28.256Z 摩根士丹利上調亞馬遜為首選股,目標價升至350美元 https://www.nashnova.com/zh-hant/feed/special/csrc-seeks-public-comments-on-guidelines-for-advance-compensation-15409 nashnova zh-tw 2026-10-19T11:08:13.783Z 證監會就先行賠付指導意見公開徵求意見 https://www.nashnova.com/zh-hant/feed/special/csrc-issues-implementation-rules-on-administrative-penalties-for-illegal-15408 nashnova zh-tw 2026-10-19T10:54:11.371Z 證監會發布違規轉讓證券行政處罰實施規則 https://www.nashnova.com/zh-hant/feed/special/csrc-accelerates-rmb-stock-trading-counters-and-reits-inclusion-in-stock-connect-15407 nashnova zh-tw 2026-10-19T10:53:24.256Z 證監會加快推進人民幣股票交易櫃台及REITs納入滬深港通 https://www.nashnova.com/zh-hant/feed/special/hansoh-pharma-signs-adc-strategic-partnership-with-roche-securing-510-million-15406 nashnova zh-tw 2026-10-19T10:49:38.417Z 翰森製藥與羅氏簽ADC戰略合作,首付款達5.1億美元 https://www.nashnova.com/zh-hant/feed/special/cme-plans-to-launch-tungsten-futures-contract-potentially-going-live-as-early-as-15405 nashnova zh-tw 2026-10-19T10:48:35.080Z CME計劃推出鎢期貨合約,最早2027年一季度上線 https://www.nashnova.com/zh-hant/feed/special/jpmorgan-deploys-230-billion-in-first-year-of-security-and-resilience-initiative-15404 nashnova zh-tw 2026-10-19T10:39:29.558Z 摩根大通安全韌性計劃首年部署2300億美元 https://www.nashnova.com/zh-hant/feed/special/bundesbank-inflation-risks-clearly-tilted-to-the-upside-15403 nashnova zh-tw 2026-10-19T10:38:15.959Z 德國央行:通膨風險明顯偏向上行 https://www.nashnova.com/zh-hant/feed/special/pboc-and-multiple-departments-issue-guidelines-on-financial-support-for-three-15402 nashnova zh-tw 2026-10-19T10:28:24.509Z 央行等多部門發文金融支持三大國際科技創新中心 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-recommends-23-under-the-radar-defensive-stocks-as-big-tech-15401 nashnova zh-tw 2026-10-19T10:19:50.083Z 高盛推薦23檔低關注度防禦股替代大科技 https://www.nashnova.com/zh-hant/feed/special/chinas-first-batch-of-active-etfs-approved-18-institutions-to-launch-offerings-15400 nashnova zh-tw 2026-10-19T10:18:35.845Z 中國首批主動ETF獲批,18家機構週五啟動發行 https://www.nashnova.com/zh-hant/feed/special/jpmorgan-alibaba-and-others-set-to-join-dongshan-precisions-hong-kong-ipo-as-15399 nashnova zh-tw 2026-10-19T09:58:45.067Z 摩根大通、阿里巴巴等擬參與東山精密香港IPO基石投資 https://www.nashnova.com/zh-hant/feed/special/ai-servers-drive-pcb-supply-chain-volume-and-price-surge-shengyis-q3-net-profit-15398 nashnova zh-tw 2026-10-19T09:45:14.211Z AI伺服器拉動PCB產業鏈量價齊升,生益三季度淨利指引超預期65% https://www.nashnova.com/zh-hant/feed/special/jpmorgan-deposit-token-lands-on-ethereum-as-wall-street-accelerates-rwa-15397 nashnova zh-tw 2026-10-19T09:43:54.367Z 摩根大通存款代幣登陸以太坊,華爾街RWA結算佈局提速 https://www.nashnova.com/zh-hant/feed/special/morgan-stanleys-wilson-u-s-stock-correction-nearing-end-advises-investors-to-15396 nashnova zh-tw 2026-10-19T09:39:24.392Z 大摩威爾遜:美股調整接近尾聲,建議投資者準備加倉 https://www.nashnova.com/zh-hant/feed/special/chinas-central-bank-plans-to-replace-7-day-rate-with-overnight-rate-as-key-15395 nashnova zh-tw 2026-10-19T09:38:19.215Z 中國央行擬以隔夜利率取代七天利率成主要政策基準 https://www.nashnova.com/zh-hant/feed/special/jio-ipo-anchor-investor-tranche-oversubscribed-by-approximately-30-times-15394 nashnova zh-tw 2026-10-19T09:23:09.938Z Jio IPO錨定投資者配額超購約30倍 https://www.nashnova.com/zh-hant/feed/special/microsoft-maia-300-first-to-adopt-tsmc-2nm-shipments-may-fall-below-one-million-15393 nashnova zh-tw 2026-10-19T09:18:59.014Z 微軟Maia 300率先採用台積電2nm,出貨量或不足百萬 https://www.nashnova.com/zh-hant/feed/special/nomura-europe-japan-roadshow-china-crdmo-and-biotech-competitiveness-endorsed-by-15392 nashnova zh-tw 2026-10-19T09:15:00.453Z 野村歐日路演:中國CRDMO與生物科技競爭力獲機構認可 https://www.nashnova.com/zh-hant/feed/special/amazons-ai-infrastructure-spending-hits-220-billion-this-year-free-cash-flow-15391 nashnova zh-tw 2026-10-19T09:13:32.735Z 亞馬遜今年AI基礎設施開支達2200億美元,自由現金流轉負 https://www.nashnova.com/zh-hant/feed/special/german-industry-has-lost-nearly-500-000-jobs-since-2019-15390 nashnova zh-tw 2026-10-19T08:43:12.836Z 德國工業自2019年流失近50萬個就業崗位 https://www.nashnova.com/zh-hant/feed/special/pboc-to-launch-liquidity-support-tool-for-large-redemptions-by-non-bank-15389 nashnova zh-tw 2026-10-19T08:33:13.743Z 央行將推出非銀機構大額贖回流動性支持工具 https://www.nashnova.com/zh-hant/feed/special/south-koreas-national-pension-fund-holdings-shrink-by-182-trillion-won-in-a-15388 nashnova zh-tw 2026-10-19T08:30:18.243Z 韓國國民年金持倉單季縮水182萬億韓元,晶片雙雄貢獻七成跌幅 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-significantly-raises-server-market-tam-upwardly-revising-2027-28-15387 nashnova zh-tw 2026-10-19T08:28:56.146Z 高盛大幅上調伺服器市場TAM,2027/28年分別上修31%/45% https://www.nashnova.com/zh-hant/feed/special/fiscal-pressures-in-france-and-germany-highlight-uk-advantage-as-multiple-15386 nashnova zh-tw 2026-10-19T08:16:14.395Z 法德財政壓力凸顯英國優勢,多家機構提前佈局金邊債券 https://www.nashnova.com/zh-hant/feed/special/musk-warns-of-chinas-dram-capacity-surge-by-2028-pricing-power-of-samsung-and-sk-15385 nashnova zh-tw 2026-10-19T08:14:49.553Z 馬斯克預警中國2028年DRAM產能激增,三星SK海力士定價權承壓 https://www.nashnova.com/zh-hant/feed/special/deutsche-bank-china-copper-inventories-drop-to-multi-year-lows-physical-market-15384 nashnova zh-tw 2026-10-19T08:13:33.976Z 德銀:中國銅庫存降至多年低位,實物市場支撐銅價 https://www.nashnova.com/zh-hant/feed/special/european-natural-gas-prices-rise-over-11-percent-in-a-month-as-german-stockpiles-15383 nashnova zh-tw 2026-10-19T08:08:04.385Z 歐洲天然氣價格月漲逾11%,德國庫存告急 https://www.nashnova.com/zh-hant/feed/special/chinas-lpr-held-steady-for-17th-consecutive-month-as-better-than-expected-q3-gdp-15382 nashnova zh-tw 2026-10-19T07:28:30.472Z 中國LPR連續17個月維持不變,三季度GDP超預期壓低降息動力 https://www.nashnova.com/zh-hant/feed/special/citi-chinas-economic-inflection-point-approaching-policy-pressures-may-force-a-15381 nashnova zh-tw 2026-10-19T07:04:07.268Z 花旗:中國經濟拐點臨近,政策壓力或迫使2027年轉向 https://www.nashnova.com/zh-hant/feed/special/meta-q3-earnings-preview-capital-expenditure-and-ai-monetization-under-the-15380 nashnova zh-tw 2026-10-19T06:49:10.151Z Meta Q3財報前瞻:資本開支與AI變現成核心考驗 https://www.nashnova.com/zh-hant/feed/special/netflix-q3-earnings-preview-price-hike-dividends-boost-margins-but-revenue-15379 nashnova zh-tw 2026-10-19T06:33:40.181Z 奈飛Q3財報前瞻:提價紅利推高利潤率,營收增速續降 https://www.nashnova.com/zh-hant/feed/special/bitcoin-rebounds-to-82-000-as-falling-oil-prices-boost-risk-appetite-15378 nashnova zh-tw 2026-10-19T04:48:18.947Z 比特幣反彈至82000美元,油價回落提振風險情緒 https://www.nashnova.com/zh-hant/feed/special/zeiss-optics-high-na-euv-ready-for-mass-production-orders-booked-through-2027-15377 nashnova zh-tw 2026-10-19T04:25:03.277Z 蔡司光學:High-NA EUV已具備量產條件,訂單排至2027年 https://www.nashnova.com/zh-hant/feed/special/foxconn-and-mitsubishi-electric-establish-ev-joint-venture-targeting-1-trillion-15376 nashnova zh-tw 2026-10-19T04:23:44.620Z 富士康與三菱電機成立EV合資公司,目標2030年銷售額破萬億日圓 https://www.nashnova.com/zh-hant/feed/special/crypto-vaults-surpass-10-billion-in-scale-as-regulators-eye-high-risk-lending-15375 nashnova zh-tw 2026-10-19T04:18:46.773Z 加密貨幣金庫規模突破百億美元,監管機構關注高風險借貸 https://www.nashnova.com/zh-hant/feed/special/bank-of-england-reviews-barclays-misreporting-of-private-credit-exposure-15374 nashnova zh-tw 2026-10-19T04:16:54.801Z 英國央行審查巴克萊私人信貸敞口虛報監管事件 https://www.nashnova.com/zh-hant/feed/special/high-end-cloud-ai-accelerator-shipments-expected-to-reach-25-95-million-units-by-15373 nashnova zh-tw 2026-10-19T04:15:36.989Z 2027年高端雲端AI加速器出貨量預計達2595萬片,ASIC首度超越GPU https://www.nashnova.com/zh-hant/feed/special/btig-warns-semiconductor-stock-rally-is-a-chance-to-reduce-positions-downtrend-15372 nashnova zh-tw 2026-10-19T04:14:14.334Z BTIG警告半導體股反彈是減倉機會,下行或延續至2027年 https://www.nashnova.com/zh-hant/feed/special/anthropic-researcher-ai-models-may-learn-to-fake-compliance-15371 nashnova zh-tw 2026-10-19T04:13:15.250Z Anthropic研究員:AI模型可能學會偽裝服從 https://www.nashnova.com/zh-hant/feed/special/saudi-energy-system-rebuild-to-take-a-decade-global-diesel-shortfall-reaches-3-15370 nashnova zh-tw 2026-10-19T04:03:59.855Z 沙特能源系統重建需十年,全球柴油缺口300萬桶/日 https://www.nashnova.com/zh-hant/feed/special/citic-securities-new-cloud-players-short-term-funding-gaps-are-manageable-2028-15369 nashnova zh-tw 2026-10-19T03:58:28.631Z 中信證券:新雲廠商短期融資缺口可承接,2028年才是真正壓力測試 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-most-of-roadster-bom-value-comes-from-spacex-reiterates-15368 nashnova zh-tw 2026-10-19T03:28:27.653Z 摩根士丹利:Roadster BOM大部分價值來自SpaceX,重申超配評級目標價300美元 https://www.nashnova.com/zh-hant/feed/special/softening-oil-prices-boost-gold-as-fed-rate-hike-probability-drops-to-16-percent-15367 nashnova zh-tw 2026-10-19T03:23:35.581Z 油價走軟提振黃金,美聯儲加息概率降至16% https://www.nashnova.com/zh-hant/feed/special/china-plans-to-ban-or-restrict-exports-of-ai-and-solar-pv-technologies-15366 nashnova zh-tw 2026-10-19T03:20:04.645Z 中國擬對AI與光伏技術出口實施禁令或許可管制 https://www.nashnova.com/zh-hant/feed/special/nvidias-jensen-huang-endorses-openclaw-betting-on-robotic-agent-framework-15365 nashnova zh-tw 2026-10-19T03:18:47.900Z 輝達黃仁勳背書OpenClaw,押注機器人代理框架 https://www.nashnova.com/zh-hant/feed/special/japans-pm-sanae-takaichi-denies-pushing-for-weak-yen-and-high-interest-rates-15364 nashnova zh-tw 2026-10-19T02:35:32.690Z 日本首相高市早苗否認推動日圓弱勢與高利率 https://www.nashnova.com/zh-hant/feed/special/short-interest-structure-analysis-of-china-linked-stocks-xiaomi-shipments-15363 nashnova zh-tw 2026-10-19T02:34:25.981Z 中資股空頭結構分析:小米出貨下滑,泡泡瑪特借券費率超24% https://www.nashnova.com/zh-hant/feed/special/chinas-q3-industrial-capacity-utilization-at-73-1-percent-up-0-1-percentage-15362 nashnova zh-tw 2026-10-19T02:33:17.669Z 三季度全國工業產能利用率73.1%,環比微升0.1個百分點 https://www.nashnova.com/zh-hant/feed/special/chinas-fixed-asset-investment-down-7-2-percent-yoy-in-jan-sep-15361 nashnova zh-tw 2026-10-19T02:18:23.140Z 1—9月全國固定資產投資同比降7.2% https://www.nashnova.com/zh-hant/feed/special/catl-and-other-chinese-energy-storage-giants-nearly-fully-withdraw-from-u-s-15360 nashnova zh-tw 2026-10-19T02:15:28.070Z 寧德時代等中國儲能巨頭幾乎全面退出美國市場 https://www.nashnova.com/zh-hant/feed/special/hyundai-motor-establishes-rx-team-atlas-humanoid-robot-set-for-mass-production-15359 nashnova zh-tw 2026-10-19T02:14:08.165Z 現代汽車成立RX團隊,Atlas人形機器人2028年量產 https://www.nashnova.com/zh-hant/feed/special/national-real-estate-development-investment-down-20-6-percent-yoy-in-first-three-15358 nashnova zh-tw 2026-10-19T02:13:07.137Z 前三季度全國房地產開發投資同比降20.6% https://www.nashnova.com/zh-hant/feed/special/chinas-gdp-grows-4-6-percent-yoy-in-first-three-quarters-q3-growth-picks-up-to-4-15357 nashnova zh-tw 2026-10-19T02:09:49.530Z 中國前三季度GDP年增4.6%,第三季增速回升至4.5% https://www.nashnova.com/zh-hant/feed/special/chinas-industrial-value-added-above-designated-size-grows-5-5-percent-yoy-in-15356 nashnova zh-tw 2026-10-19T02:08:31.658Z 中國9月規模以上工業增加值年增5.5% https://www.nashnova.com/zh-hant/feed/special/chinas-september-retail-sales-rise-1-1-percent-yoy-15355 nashnova zh-tw 2026-10-19T02:07:54.385Z 中國9月社會消費品零售總額年增1.1% https://www.nashnova.com/zh-hant/feed/special/gf-securities-post-ocp-summit-semiconductor-pullback-is-a-buying-opportunity-15354 nashnova zh-tw 2026-10-19T02:03:38.341Z 廣發:OCP峰會後半導體回調是買點,看好輝達、邁威爾及CPU鏈 https://www.nashnova.com/zh-hant/feed/special/french-unrest-combined-with-russia-ukraine-tensions-sends-euro-to-17-month-low-15353 nashnova zh-tw 2026-10-19T01:44:00.262Z 法國騷亂疊加俄烏緊張,歐元跌至17個月低位 https://www.nashnova.com/zh-hant/feed/special/new-home-prices-in-first-tier-cities-continue-to-rise-mom-in-september-declines-15352 nashnova zh-tw 2026-10-19T01:37:54.812Z 9月一線城市新房價格環比續漲,二三線降幅收窄 https://www.nashnova.com/zh-hant/feed/special/activist-fund-starboard-builds-position-in-skyworks-via-qorvo-acquisition-play-15351 nashnova zh-tw 2026-10-19T01:33:31.605Z 維權基金Starboard藉收購Qorvo建倉Skyworks,看好成本協同與利潤率目標 https://www.nashnova.com/zh-hant/feed/special/south-koreas-kospi-turns-positive-after-intraday-drop-of-over-3-percent-nasdaq-15350 nashnova zh-tw 2026-10-19T01:28:37.981Z 韓國首爾綜指盤中跌超3%後轉漲,納斯達克100期貨同步回升 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-nvidia-captures-690b-ai-capex-alone-debt-and-power-risks-15349 nashnova zh-tw 2026-10-19T01:11:08.796Z 大摩:輝達獨攬AI資本開支6900億,債務與電力風險被低估 https://www.nashnova.com/zh-hant/feed/special/anthropic-ipo-outlook-the-2-trillion-valuation-debate-and-mysterious-trust-15348 nashnova zh-tw 2026-10-19T01:09:26.971Z Anthropic IPO前景:2萬億估值爭議與神秘信託結構 https://www.nashnova.com/zh-hant/feed/special/chinas-high-dividend-stocks-outperform-the-broader-market-dividend-yield-doubles-15347 nashnova zh-tw 2026-10-19T01:08:15.097Z 中國高股息股跑贏大盤,股息率是10年期國債兩倍 https://www.nashnova.com/zh-hant/feed/special/bernstein-ai-data-center-cpo-scaling-pushed-back-beyond-2030-15346 nashnova zh-tw 2026-10-19T01:04:15.021Z 伯恩斯坦:AI數據中心CPO規模化推遲至2030年後 https://www.nashnova.com/zh-hant/feed/special/deepseeks-new-model-hammers-chip-stocks-as-leveraged-etfs-draw-record-10-billion-15345 nashnova zh-tw 2026-10-19T00:44:08.234Z DeepSeek新模型衝擊晶片股,槓桿ETF單週吸金近百億美元創紀錄 https://www.nashnova.com/zh-hant/feed/special/blackrock-tokenized-funds-are-penetrating-wall-streets-traditional-15344 nashnova zh-tw 2026-10-19T00:38:22.674Z 貝萊德:代幣化基金正向華爾街傳統基礎設施滲透 https://www.nashnova.com/zh-hant/feed/special/cicc-ai-boom-faces-supply-expansion-test-15343 nashnova zh-tw 2026-10-19T00:33:42.963Z 中金:AI高景氣面臨供給擴張考驗 https://www.nashnova.com/zh-hant/feed/special/ubs-last-weeks-us-ai-sector-saw-deleveraging-not-de-risking-15342 nashnova zh-tw 2026-10-19T00:13:54.391Z 瑞銀:上週美股AI板塊去槓桿而非去風險