In September, % of unemployed for more than 27 weeks came in at 27.1%, up from 27.0% prior
In September, % of unemployed for more than 27 weeks came in at 27.1%, up from 27.0% prior https://t.co/9exCEHKR80
#美股/全球
X（推特）上的财经、科技与宏观账号。按时间排，不论是否入选精选。
X·宏观AI 评分2828 X·宏观AI 评分4141 美国非农就业人数两个月净修正减少6万个岗位
美国非农就业人数两个月净修正减少6万个岗位。
X·宏观AI 评分4545 9月劳动力参与率升至61.8%，男性参与率持平
9月劳动力参与率升至61.8%；男性参与率持平于67.2%，女性参与率小幅升至56.7%。
X·宏观AI 评分6565 美国9月非农新增就业人数2.9万，低于预期的9万
美国9月非农就业人数增加2.9万，低于预期的9万。前月新增就业人数为13.3万，较此前公布的16.2万下修。原文链接：https://t.co/tOuKDjyZzE
X·宏观AI 评分3333 In September, job leavers as % of unemployed dropped to 10.5% vs. 13.1% in prior month
In September, job leavers as % of unemployed dropped to 10.5% vs. 13.1% in prior month https://t.co/PSTKbTD5IQ
X·宏观AI 评分3131 The unemployment rate tells a similar picture of relative stability.
The unemployment rate tells a similar picture of relative stability. It was 4.19% in June, 4.09% in July, 4.14% in August, and 4.18% in September. Since June 2024, the unemployment rate has not fallen below 4.0% or risen higher than 4.5%. https://t.co/x6ByfSnZ9P
X·宏观AI 评分6060 美国三个月平均招聘人数修订至5.1万人，9月私营部门就业增加5.4万人
美国三个月平均招聘人数此前公布的8月均值为7.1万人，现修订为5.1万人，9月三个月平均招聘人数也为5.1万人。9月私营部门就业增加5.4万人，高于下修后的8月4.8万人；引用内容称，过去三个月就业增长较此前报告略弱，失业率升至4.2%。
X·宏观AI 评分4747 9月美国核心劳动年龄人口劳动参与率升至83.7%，前值83.4%
9月核心劳动年龄人口劳动参与率升至83.7%，前值为83.4%。
X·宏观AI 评分2323 The so-called prime-age labor force participation rate remains near two-decade highs.
The so-called prime-age labor force participation rate remains near two-decade highs. https://t.co/biN6q6zifD
X·宏观AI 评分2020 ⚠️The labor force participation rate is rebounding from historically low levels -- primarily driven…
⚠️The labor force participation rate is rebounding from historically low levels -- primarily driven by a rebound in participation amongst the younger cohorts <24yo. Ageing and early retirements are still a major drag on LF participation rate. https://t.co/CRcCvYIII0
X·宏观AI 评分7070 美国9月就业报告显示非农新增2.9万，失业率升至4.2%
美国9月就业报告显示，非农就业人数增加2.9万，失业率为4.2%，上升0.1个百分点。私营部门增加4.6万人，其中商品部门增加1.8万人、服务业增加2.8万人；政府部门减少1.7万人，7月和8月数据合计下修6万人。就业扩散率为49%，劳动参与率为61.8%、上升0.2个百分点；工资环比增长0.1%，同比增长3.0%、下降0.1个百分点。
X·宏观AI 评分3131 🚨Income erosion
🚨Income erosion We've long established the labor market is non-inflationary, but with real wage growth having been negative for the last 6-months that represents a cap on consumer spending growth https://t.co/IjrXx3L6PQ
X·宏观AI 评分3131 This ho-hum labor market report doesn't really change the story for the Fed, whose senior officials…
This ho-hum labor market report doesn't really change the story for the Fed, whose senior officials had gone out of their way this week to signal that an October rate hike probably wasn't their base-case. The biggest development was what it didn't show: few signs from wages or https://t.co/6GY9Ud2Q
X·宏观AI 评分1414 Part of the institutional backdrop that helps explain limited foreign demand for Treasuries even as…
Part of the institutional backdrop that helps explain limited foreign demand for Treasuries even as the US borrowing need hovers around 6 pp of GDP. Treasuries aren't just competing with bunds and JGBs; governments are evaluating the risk/ reward of Treasuries relative to
X·宏观AI 评分1919 The Economist's Free Exchange column highlights how state investors have lost interest in…
The Economist's Free Exchange column highlights how state investors have lost interest in conventional reserve assets (read Treasuries) and have joined the rest of the world in reaching for yield ... 1/3 https://t.co/zcO4YhdyST
X·宏观AI 评分1818 Our latest #OnInvesting podcast episode has dropped on which and I chat about bond yields, the…
Our latest #OnInvesting podcast episode has dropped on which @CollinMartinCS and I chat about bond yields, the yield curve, and weak stock market breadth; and I sit down with the always-insightful Eric Liu from @vandaresearch, who discusses Vanda’s latest upgrade to their view
X·宏观AI 评分2424 Today, Treasury’s Office of Foreign Assets Control’s (OFAC) designations expose a multi-year scheme…
Today, Treasury’s Office of Foreign Assets Control’s (OFAC) designations expose a multi-year scheme that moved more than $2 million to Hamas through sham charities and cryptocurrency. OFAC designated a member of Hamas’s military wing, along with two France-based individuals and
X·宏观AI 评分77 Understanding BLS Unemployment Statistics #JobsReport #BLSdata
Understanding BLS Unemployment Statistics https://t.co/UqFR54oYCZ #JobsReport #BLSdata
X·宏观AI 评分00 See our interactive graphics on today’s #JobsReport #BLSdata #DataViz
See our interactive graphics on today’s #JobsReport https://t.co/zr2jYOBDg8 #BLSdata #DataViz
X·宏观AI 评分1818 I amplified the IIF's number on the change in the maturity structure of issuance that Wolf used…
I amplified the IIF's number on the change in the maturity structure of issuance that Wolf used, and it doesn't seem to check out. That said, I do think net bill issuance is poised to jump again -- the 4qs to q2 2026 are a temporary low https://t.co/ZFXi6F35Hj 引用 @DavidZervosDC：In the @ftopinion a
X·宏观AI 评分2121 NEW: The White House finds that seven policies in the Democratic Socialists of America’s 2026…
NEW: The White House finds that seven policies in the Democratic Socialists of America’s 2026 program would add about $49 trillion to federal deficits over ten years. That is roughly $355,000 for every American household. https://t.co/lSn7ZxLcZZ https://t.co/4MsqPKsVN4
X·宏观AI 评分3030 Blanche tells Bloomberg News he isn't reopening a criminal investigation into former Fed Chair…
Blanche tells Bloomberg News he isn't reopening a criminal investigation into former Fed Chair Jerome Powell for cost overruns on its buildings But he said that if the Fed's own internal audit of the project finds evidence of wrongdoing, the DOJ could investigate
X·宏观AI 评分1515 Catch up on all the new #BLSdata and publications that came out this week!
Catch up on all the new #BLSdata and publications that came out this week! https://t.co/aWoAAD7KuR https://t.co/bdqemgmG1U
X·宏观AI 评分2222 I very very very strongly disagree and think that AI adoption in the enterprise beyond coding is…
I very very very strongly disagree and think that AI adoption in the enterprise beyond coding is basically at the starting line 引用 @krishnanrohit：Everyone uses AI by now. Senior leaders are vibecoding apps. They've adopted claude. They're finding workflows to automate. Folks have their own claws. A
X·宏观AI 评分2222 So the AK capital growth loop is the thing that makes this work. However it ignores physics limits…
So the AK capital growth loop is the thing that makes this work. However it ignores physics limits on energy and materials and Baumols Cost disease. But perhaps most importantly it ignores the sources and constraints on capital due to cash flow timing deficits Minsky squeeze 引用 @firesidealpha：
X·科技公司AI 评分33 6️⃣ Non-Associative Algebra: The team worked with Muse Spark to find an exception to a proposed…
6️⃣ Non-Associative Algebra: The team worked with Muse Spark to find an exception to a proposed rule about mathematical structures inspired by biology. They went further by developing an alternative characterization, which the researchers checked and refined. Read the paper:
X·科技公司AI 评分66 Following gold-medal-level performance from our AI models across five competitions in mathematics…
Following gold-medal-level performance from our AI models across five competitions in mathematics, physics, and chemistry, we asked a harder question: can AI contribute when a problem is genuinely open and without an existing solution path? Over the past several months,
X·财经博主AI 评分1717 最近总有人回我说存储不行，涨不过 cpu，我说实话真的挺无语的，事实的结果可能非常反直觉。mu 和 intc 目前距离新高都只有 16%，如果你觉得英特尔更猛，可结果两人的位置一摸一样。
最近总有人回我说存储不行，涨不过 cpu，我说实话真的挺无语的，事实的结果可能非常反直觉。mu 和 intc 目前距离新高都只有 16%，如果你觉得英特尔更猛，可结果两人的位置一摸一样。 也许你又会说，那 intc 从底部反弹的多啊？可事实是，intc 从 7 月 29 日反弹了 49%，美光则是
X·财经博主AI 评分3737 周五（10月2日），美股三大指数全线上涨。截至收盘，道指涨0.49%，标普500指数涨0.73%，纳指涨1.19%。
周五（10月2日），美股三大指数全线上涨。截至收盘，道指涨0.49%，标普500指数涨0.73%，纳指涨1.19%。 金融股多数收涨，摩根士丹利、花旗集团涨超1%，高盛集团涨0.69%，伯克希尔哈撒韦涨0.37%，富国银行涨0.25%，美国银行涨0.09%，摩根大通跌0.25%。
X·财经博主AI 评分55 $### 收盘于历史新高。
$### 收盘于历史新高。 祝福我的订阅者。订阅我，我就是财富密码，我们下周可能动员上杠杆： https://t.co/0hbYvJoY65
X·财经博主AI 评分3232 10月9日美股开盘前，Moderna（MRNA）将加入纳斯达克100指数，替代华纳兄弟探索（WBD）。
10月9日美股开盘前，Moderna（MRNA）将加入纳斯达克100指数，替代华纳兄弟探索（WBD）。
X·财经博主AI 评分1414 美日韩股市，外资基本30%上下
美日韩股市，外资基本30%上下 中国呢？3% 你敢信吗？是被消灭了还是压根没敢来？
X·财经博主AI 评分3535 ARK 上一交易日买入 4.1 交易日 2026-10-02，买入 8 笔合计 45.2M 美元，卖出 2 笔合计 1.1M 美元（来源 ARK 每日持仓 10-02）。
ARK 上一交易日买入 4.1 交易日 2026-10-02，买入 8 笔合计 45.2M 美元，卖出 2 笔合计 1.1M 美元（来源 ARK 每日持仓 10-02）。 4.2 逐笔明细： $CBRS ARKK 买入 13.7M 占ETF 0.17%； $BWXT ARKK 买入 9.8M 占ETF 0.12%； $CBRS ARKW 买入 6.3M 占ETF 0.30%； $NTLA ARKK 买入 5.1M 占ETF 0.06%；
X·财经博主AI 评分2828 7/8 Combined government and corporate interest costs are now 3.8% of GDP.
7/8 Combined government and corporate interest costs are now 3.8% of GDP. This is the highest since 2008 but only slightly above the 65-year average of 3.5%, and well below the 1990 peak of 5.9%. https://t.co/1yMiXhMsQT
X·财经博主AI 评分1111 目前重点： （AI算力&数据中心）：IREN、CIFR、WULF、CORZ, NBIS, CRWV, SMCI, DELL
目前重点： （AI算力&数据中心）：IREN、CIFR、WULF、CORZ, NBIS, CRWV, SMCI, DELL （电源/电网/温控）：VRT、ETN、GEV、CEG, SMR, OKLO, VST
X·财经博主AI 评分2121 AI算力与数据中心 IREN：原比特币矿企，正转AI云，自建液冷机房并运营GPU算力，已签微软等长约。
AI算力与数据中心 IREN：原比特币矿企，正转AI云，自建液冷机房并运营GPU算力，已签微软等长约。 CIFR：矿企转供电机房房东，向云厂商出租电力与机柜，客户自带GPU，合约以托管为主。 WULF：主打零碳电力的数据中心开发商，把现成电力租给AI客户，如Anthropic长约。 引用 @cnfinancewatch：目前重点： （AI算力&数据中心）：IREN、CIFR、WULF、CORZ, NBIS, CRWV, SMCI, DELL （电源/电网/温控）：VRT、ETN、GEV、CEG, SMR, OKLO, VST
X·财经博主AI 评分1717 $MBX（MBX Biosciences）Guggenheim由88.0升至150.0上调70.5%，距现价58.51空间156.4%；
$MBX（MBX Biosciences）Guggenheim由88.0升至150.0上调70.5%，距现价58.51空间156.4%；
X·财经博主AI 评分1717 三只股票 $MU：评分86：RSI14 59.3且MACD柱8.115金叉，支撑902.6压力1108.72，目标价上调至1596.52美元为重要加分。
三只股票 $MU：评分86：RSI14 59.3且MACD柱8.115金叉，支撑902.6压力1108.72，目标价上调至1596.52美元为重要加分。 $ORCL：评分78：RSI14 48.3且MACD柱-1.738死叉，支撑131.58压力170.7，内部人买入3483750美元与云订单积压支撑。 $AMZN：评分74：RSI14
X·财经博主AI 评分1313 2/2 By the way, the opposite was true from 2009 to 2020. raises at work (orange) outpaced…
2/2 By the way, the opposite was true from 2009 to 2020. raises at work (orange) outpaced cumulative inflation (blue). This is why there was no talk about a "k-shape" economy. The bottom half kept pace with rising prices (if not outrun them in the second half, as shown below). https://t.co/EAPF6wJ
X·财经博主AI 评分3838 隐性利好 2.1 产品提价与缺货供给紧张： $MU（美光）存储短缺持续且Q4展望有利，来源 Seeking Alpha 10-01。 $VRT（维谛）AI订单积压增长，来源 Simply Wall…
隐性利好 2.1 产品提价与缺货供给紧张： $MU（美光）存储短缺持续且Q4展望有利，来源 Seeking Alpha 10-01。 $VRT（维谛）AI订单积压增长，来源 Simply Wall Street 10-02。 $ORCL（甲骨文）云订单积压膨胀，来源 Kalkine Media 10-01。 $DELL（戴尔）加入日本150亿美元AI数据中心项目，来源 Simply