{"schema":"hottub-news/list/v1","item_schema":"hottub-news/item/v1","count":11,"sponsored":0,"items":[{"id":"n_xsmv4bvyob535bcewjia","seq":1672443,"kind":"article","title":"AI算力投資浪潮向上游擴散！伯恩斯坦重磅報告：半導體設備迎「黃金時代」 日本廠商成焦點","title_en":"AI computing power investment wave spreading upstream! Bernstein's heavyweight report: Semiconductor equipment entering a 'golden age' with Japanese companies in focus","url":"https://news.cnyes.com/news/id/6620939","summary":"Bernstein指AI投資浪潮擴散至半導體設備，受AI Agent帶動，WFE需求與獲利週期可望同升。 日本8月半導體設備銷售5450億日元、年增50%；前道設備年增36.6%，測試年增98%。 Bernstein維持11家設備巨頭「跑贏大盤」評級。","published":"2026-10-04T12:10:02Z","seen":"2026-10-04T13:11:40Z","lang":"zh","country":"TW","source":{"id":"kite-news-cnyes-com-887ba2","name":"news.cnyes.com","domain":"news.cnyes.com"},"via":"kite-news-cnyes-com-887ba2","topics":["國際政經"],"authors":["鉅亨網編譯陳韋廷"],"entities":[{"id":"Q989441","name":"Pełczyce","type":"org"}],"image":"https://cimg.cnyes.cool/static/rss/default/m/01.jpg","story":"st_xsmv4bvyob535bcewjia","category":"economy-business","category_p":0.8,"sentiment":"positive","tone":0.56,"political":0.07},{"id":"n_jasb2rtzp33iz456diya","seq":1232991,"kind":"article","title":"What Was Behind Bernstein's 3M Upgrade, And Why It Isn't a Buy?","url":"https://www.insidermonkey.com/news/what-was-behind-bernsteins-3m-upgrade-and-why-it-isnt-a-buy-1847309","published":"2026-10-01T23:10:23Z","seen":"2026-10-01T23:10:23Z","lang":"en","source":{"id":"insidermonkey.com","name":"insidermonkey.com","domain":"insidermonkey.com"},"via":"gdelt-gkg-english","topics":["economy","business","health"],"authors":["Jabran Kundi"],"entities":[{"id":"Q989441","name":"Pełczyce","type":"org"},{"id":"Q159433","name":"3M","type":"org"}],"story":"st_jasb2rtzp33iz456diya","category":"economy-business","category_p":0.77,"sentiment":"neutral","tone":-0.18,"political":0.12},{"id":"n_t2ggbgqygbitopicvxma","seq":835059,"kind":"article","title":"PB Fintech shares: Bernstein sees 'do or die' 18 months, cuts target by 53%; here's why","url":"https://www.businesstoday.in/markets/stocks/story/pb-fintech-shares-bernstein-sees-do-or-die-18-months-cuts-target-53-heres-why-558687-2026-09-30","published":"2026-09-30T05:18:00Z","seen":"2026-09-30T06:05:48Z","lang":"en","country":"IN","source":{"id":"businesstoday.in","name":"businesstoday.in","domain":"businesstoday.in","outlet":{"wikidata":"Q5001804","name":"Business Today","type":"magazine","country":"IN","designations":["business periodical","news magazine"]}},"via":"gdelt-gkg-english","topics":["economy","business","health"],"entities":[{"id":"Q989441","name":"Pełczyce","type":"org"}],"story":"st_t2ggbgqygbitopicvxma","category":"economy-business","category_p":0.94,"sentiment":"negative","tone":-0.12,"political":0.24},{"id":"n_jpgumts7elr4uqsi4lwq","seq":815860,"kind":"article","title":"PB Fintech Target Price Slashed 53% - Bernstein Says It May Have To Become An Insurer","url":"https://www.ndtvprofit.com/markets/pb-fintech-share-target-price-today-slashed-53-percent-bernstein-says-it-may-have-to-become-an-insurer-irdai-sensex-today-12117618","summary":"Bernstein said PB Fintech's health business was already losing money in the first year, with the company recovering those losses through high take-rates and high-margin renewals.","published":"2026-09-30T03:09:47Z","seen":"2026-09-30T03:55:43Z","lang":"en","country":"IN","source":{"id":"kite-feedburner-com-fcf7b7","name":"feedburner.com","domain":"feeds.feedburner.com"},"via":"kite-feedburner-com-fcf7b7","topics":["markets"],"entities":[{"id":"Q989441","name":"Pełczyce","type":"org"}],"story":"st_jpgumts7elr4uqsi4lwq","category":"economy-business","category_p":0.93,"sentiment":"negative","tone":-0.55,"political":0.07},{"id":"n_l5wiawb46gayr2aaifnq","seq":797904,"kind":"article","title":"Singkir Man City daripada Liga Perdana Inggeris - Bernstein","url":"https://www.bharian.com.my/sukan/bola/2026/09/1655166/singkir-man-city-daripada-liga-perdana-inggeris-bernstein","summary":"LONDON: Manchester City perlu disingkirkan daripada Liga Perdana Inggeris (EPL) selepas didapati bersalah melanggar peraturan kewangan, kata bekas pengerusi kelab itu, David Bernstein.","published":"2026-09-30T00:59:49Z","seen":"2026-09-30T00:59:49Z","lang":"en","country":"MY","source":{"id":"kite-bharian-com-my-f45d9a","name":"bharian.com.my","domain":"bharian.com.my","outlet":{"wikidata":"Q2211269","name":"Berita Harian","type":"newspaper","country":"MY","designations":["newspaper","periodical"]}},"via":"kite-bharian-com-my-f45d9a","topics":["bola"],"authors":["AFP"],"entities":[{"id":"Q50602","name":"Manchester City F.C.","type":"org"},{"id":"Q989441","name":"Pełczyce","type":"person"}],"image":"https://assets.bharian.com.my/images/articles/manc30926_BHfield_image_listing_featured_v2.var_1790726568.jpg","story":"st_l5wiawb46gayr2aaifnq","category":"sport","category_p":0.67,"sentiment":"neutral","tone":-0.32,"political":0.09},{"id":"n_4rgffwkk3bpwza5gnfuq","seq":646156,"kind":"article","title":"Bernstein Forecasts Annual Prediction Market Volume Will Top $10 Trillion by 2035. Here's What Crypto Investors Need to Know.","url":"https://www.aol.com/articles/bernstein-forecasts-annual-prediction-market-103000000.html","published":"2026-09-29T10:30:00Z","seen":"2026-09-29T10:55:17Z","lang":"en","source":{"id":"aol.com","name":"aol.com","domain":"aol.com","outlet":{"wikidata":"Q27585","name":"AOL","type":"website","country":"US","designations":["business","company","enterprise","media company","online service provider","search engine","web portal"]}},"via":"gdelt-gkg-english","authors":["AOL"],"entities":[{"id":"Q989441","name":"Pełczyce","type":"org"}],"story":"st_juplzxmwvfl4zn5ae3ha","category":"economy-business","category_p":0.84,"sentiment":"neutral","tone":0.08,"political":0.03},{"id":"n_v5wa6fovrnvasd22nnqq","seq":588226,"kind":"article","title":"PB Fintech shares suffer Rs 37,000 crore shock in 4 days but Jefferies, Bernstein see up to 100% upside","url":"https://economictimes.indiatimes.com/markets/stocks/news/pb-fintech-shares-suffer-rs-37000-crore-shock-in-4-days-but-jefferies-bernstein-see-up-to-100-upside/articleshow/134557011.cms","published":"2026-09-29T05:55:29Z","seen":"2026-09-29T05:55:29Z","lang":"en","source":{"id":"indiatimes.com","name":"indiatimes.com","domain":"indiatimes.com","outlet":{"wikidata":"Q113974698","name":"Indiatimes","type":"other","country":"IN","designations":["news media"]}},"via":"gdelt-gkg-english","topics":["economy","health","business"],"authors":["Veer Sharma"],"entities":[{"id":"Q16859346","name":"James Jefferys","type":"org"},{"id":"Q989441","name":"Pełczyce","type":"org"}],"story":"st_v5wa6fovrnvasd22nnqq","category":"economy-business","category_p":0.95,"sentiment":"negative","tone":-0.31,"political":0.05},{"id":"n_sr3w32bygk5nsgf7ulra","seq":408701,"kind":"article","title":"AllianceBernstein appoints Onur Erzan as CEO as Bernstein retires","url":"https://portfolio-adviser.com/alliancebernstein-appoints-onur-erzan-as-ceo-as-bernstein-retires","published":"2026-09-28T10:20:00Z","seen":"2026-09-28T11:11:39Z","lang":"en","source":{"id":"portfolio-adviser.com","name":"portfolio-adviser.com","domain":"portfolio-adviser.com"},"via":"gdelt-gkg-english","topics":["science","economy"],"authors":["Lauren Hardy"],"entities":[{"id":"Q989441","name":"Pełczyce","type":"person"}],"story":"st_sr3w32bygk5nsgf7ulra","category":"economy-business","category_p":0.69,"sentiment":"neutral","tone":0.61,"political":0.19},{"id":"n_nkg3yi5oi7rl5nye2whq","seq":353537,"kind":"article","title":"PB Fintech shares can rally 91% after 2-day bloodbath, says Bernstein. 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