Topic Archive — Page 107 of 157

Every market topic nashnova has published, newest first (15655 total).

  1. China EV Deliveries Decline Year-over-Year for Six Consecutive Months
  2. Sanen Group IPO Margin Subscriptions Oversubscribed 155 Times, Raising Over HK$7 Billion
  3. Lee Jae-myung Urges Acceleration of South Korea's $576 Billion Chip Plan
  4. State-Subsidized Chinese AI Models Undercut U.S. Providers with Low Pricing
  5. Hong Kong Plans Securities Law Amendments to Attract REIT Listings
  6. Germany's May Industrial Orders Beat Expectations with 1.9% Growth
  7. Economists Forecast China's Q2 GDP Growth to Slow to 4.6%
  8. Kingboard Laminates Raises Prices for the Fifth Time This Year, Cumulative Increase Exceeds 50%
  9. Gold Holds $4K, Oil Pressed at Channel, Copper Holds $6.1 Awaiting Direction
  10. China's New AI Personification Rules Take Effect July 15; Multiple Platforms Remove Features or Shut Down Services
  11. China's IC Design Revenue Nears ¥1 Trillion, but Computing Power and CUDA Gaps Remain Significant
  12. China's Largest ETF Dethroned: Gold Fund Overtakes CSI 300
  13. Iran War Energy Shock Pushes Global Interest Rate Path Higher
  14. Korean Won Continues to Weaken on First Day of 24-Hour Trading, Down 6% Year-to-Date
  15. Biren Technology Raises Nearly $900 Million via Hong Kong Share Placement, Accelerating GPU Mass Production
  16. HK Stocks Midday: Hang Seng Up 0.83%, Innovative Pharma and Gas Turbine Stocks Lead Gains
  17. Goldman Sachs: Korean Stocks Still Have 20% Upside After 92% Rally This Year
  18. Huawei HarmonyOS Excluded from China's Government Desktop System Procurement List
  19. China's Chip Equipment Makers Accelerate M&A as Domestic Substitution Share Targets 43%
  20. Morgan Stanley Updates CPO Supply Chain: TSMC PIC Capacity Is the Mass Production Gatekeeper
  21. AWS Raises Trainium 3 Shipment Plans, Taiwan Supply Chain Sees Upward Revision in H2 Demand
  22. European Defense Expansion Constrained by Semiconductor Supply Bottlenecks
  23. Goldman Sachs Cuts Yen Forecast to 165, Bullish on Carry Trade
  24. China's Financial Regulators Take Over Z Bank and Approve Zhongrong Trust Bankruptcy
  25. Hong Kong MPF Plans to Ease Access to Gold ETFs
  26. CXMT Tests Bonded DRAM Production Line, China-Korea Gap Narrows to About Three Years
  27. Mizuho: Robotics Sector Is the Biggest Beneficiary of China's AI Model Price War
  28. HKD Approaches 7.85 Weak-Side Convertibility Undertaking as Liquidity Continues to Tighten
  29. CICC: HK Stocks at a Cyclical Low Rather Than a Historic Bottom
  30. Ming-Chi Kuo: Foldable iPhone May Be Announced Alongside Other Products but With Delayed Sales Launch; Supply Remains Tight Through Year-End
  31. NVIDIA Kyber Architecture Delayed to 2028 as CPO Challenges Drag on Scaling Roadmap
  32. CATL Invests in New Zealand Company, Positioning in Wood-Based Bio-Graphite
  33. Taiwan's Chip Industry Relies on Qatar for Nearly 90% of Helium Supply; Hormuz Strait Blockade Sparks Supply Crisis
  34. Samsung Electro-Mechanics and Sumitomo Chemical Form Joint Venture for Glass Substrate Production
  35. Samsung Electronics Q2 Profit Expected to Surge 18-Fold YoY to Record High
  36. Japan's H1 Exchange Rate-Related Bankruptcies Hit Highest Since 2022
  37. Morgan Stanley: Fed Won't Raise Rates in 2026
  38. Court Rules Alibaba Temporarily Exempt from Pentagon Lobbying Ban
  39. Citi's 2H 2026 Sector Allocation: AI-Driven S&P 500 Target at 8,100
  40. Burry Shorts Micron: Memory Chip Super Cycle in Question
  41. Goldman Sachs Raises Yageo Target Price to NT$1,490, Betting on 93% Price Hike in Commodity MLCCs
  42. Citadel Securities Warns of Upside Risks in Fixed Income Markets
  43. SK Hynix Eyes $29 Billion U.S. Listing to Court AI Chip Investors
  44. Carry Trade Shift: Fund Managers Ditch Dollar, Switch to Euro and Aussie Dollar for Funding
  45. Macquarie: Now Is the Best Time to Buy China AI Chip Stocks
  46. Cargo Ship Attacked in Red Sea, Shipping Alerts Resurface During US-Iran Ceasefire
  47. Morgan Stanley: Capital Expenditure Super Cycle's Multi-Year Trend Has Not Peaked
  48. CITIC Securities: Rate Hike Narrative Reversal, Non-AI Sector Recovery Expected
  49. South Korea Plans "Future Fund" to Channel Chip Tax Windfalls into Long-Term Growth
  50. Foxconn June Revenue Surges 52.1% Year-over-Year
  51. Huawei Releases First "Tao Chip" Kirin 2026 Benchmark Data
  52. Goldman Sachs, Morgan Stanley, and JPMorgan's China Operations Hit Record Profits in 2025
  53. UBS Raises SK Hynix Target Price to KRW 3.2 Million
  54. BofA Upgrades China Power Semiconductor Ratings, Top Pick Is NCE Power
  55. UBS Survey: Apple AI Features Losing Steam as Upgrade Driver
  56. GPU Compute Rental Prices Fluctuate with Supply and Demand, Small and Mid-Sized Customers Bear the Heaviest Burden
  57. NVIDIA GB300 Leads H200 by 20x in Concurrent Agents per Megawatt
  58. Goldman Sachs: AI Trade Crowding Peaks, H2 Rotation Toward Healthcare and European Defense
  59. U.S. Clean Energy Prices Could More Than Double as AI Demand and Subsidy Cuts Deliver a One-Two Punch
  60. Goldman Sachs Reverses 'Lost Decade' Call on U.S. Stocks, Raises 10-Year Return Forecast to 7%
  61. German Cabinet Approves 2027 Draft Budget with Over €203.6 Billion in Borrowing
  62. U.S. June Job Growth Cools, Eurozone CPI Falls Back to 2.8%
  63. MiniMax Goldman Sachs Call: $1 Billion ARR Target by End of 2026
  64. TrendForce: Conventional DRAM Contract Prices Expected to Rise 13%-18% QoQ in Q3
  65. Doubao and Qwen to Discontinue AI Agent Features
  66. Samsung Foundry Order Backlog Nears 50 Trillion Won as Meta and Anthropic Bet on 2nm
  67. Micron Breaks Ground on $9.3 Billion Hiroshima Fab Expansion
  68. SK Hynix U.S. Stock Listing May Pay Underwriters a 0.5% Fee
  69. Northern Virginia Electricity Prices Surge to $2,500/MWh, 62 Times Normal Levels
  70. ByteDance Discovers New Scaling Law for AI Agents
  71. TSMC's First-Gen CoPoS May Not Use Glass Substrates, Significant Market Misinterpretation Identified
  72. Japan's Fiscal Expansion Puts the BOJ in a Dilemma
  73. JPMorgan: Early Fed Rate Hike Could Push Gold to Test $3,500
  74. JPMorgan Raises Nanya Technology Price Target to NT$710
  75. Goldman Sachs: DeepSeek's Peak-Hour Price Hike Signals a Return to Rationality in LLM Competition
  76. U.S. Stock Futures Rebound, Gold Rises to Nearly Two-Week High, Bitcoin Reclaims $62,000
  77. Morgan Stanley Maintains Overweight on Sony, Betting on PS6 Disc-Free Shift to Digital Platform
  78. Fed July Minutes Due This Week as Markets Seek Signals on Rate Hike Path
  79. European Bankers and Regulators Warn of AI Regulatory Lag
  80. CSRC Plans to Revise Refinancing Rules, Shelf Registration System for Private Placements to Be Established
  81. FAO Global Food Price Index Edges Down 0.3% in June
  82. Guotai Haitong's H1 Non-Recurring Adjusted Net Profit Surges Over 164% to Record High
  83. ECB Officials: In a Favorable Position After June Rate Hike
  84. Southbound Net Buying Reaches HK$4.5B: PCB Stocks Accumulated While Chip Stocks Sold Off
  85. CMB Macro: June NFP Weakness Hits the Sweet Spot, Market Still Pricing in One Rate Hike This Year
  86. U.S. Stocks See $17.2B Weekly Net Outflow, Largest in Over Three Months
  87. China Adjusts NEV Vehicle and Vessel Tax Exemptions: Four Vehicle Categories Must Pay Tax Starting 2027
  88. HKEX Five-Year China Government Bond Futures Set to Launch in August 2026
  89. Zheshang Securities: AI Downstream Commercialization Takes Priority Over Capex
  90. Meta Reportedly Plans $6.5B AI Chip Order from Samsung
  91. Tesla Executive Teases Manufacturing Update Coming July 7
  92. AI Token Spending Index Drops Nearly 20%, Putting Pressure on Big Tech's Capex ROI
  93. AI Rack Power Heading Toward Megawatt Scale: Wide-Bandgap Semiconductors See Supply Chain Opportunities
  94. Germany's June Services PMI Rises to 48.6: Contraction Slows but Demand Continues to Weaken
  95. BofA: Top 10 Material Bottlenecks in AI Supply Chain as Narrative Shifts to Raw Materials
  96. Japan's Shunto Wage Hike Reaches 5.01%, Exceeding 5% for Three Consecutive Years
  97. Tesla: Humanoid Robots First, Non-Humanoid Forms to Follow
  98. Euro STOXX 600 Hits Record High with Best Weekly Gain in Over a Month
  99. Lagarde: Does Not Rule Out Early Departure from ECB
  100. Alibaba to Ban Claude Code, Citing Backdoor Security Risks