三个指数的估值：SOX, RSP, NDX
三个指数的估值：SOX, RSP, NDX NDX比较有意思，是最低的，即使和22年比，都没高出很多 https://t.co/4IbvTC6KNp
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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1818 X·宏观AI 评分1616 Wow gets results fast
Wow @bswud gets results fast https://t.co/aHI9bDSQXe 引用 @nytimes：Breaking News: Mayor Zohran Mamdani’s administration is making a $30 million investment to build a quantum research lab at New York University. In exchange, the city will receive 15% of any proceeds from intellectual property develope
X·宏观AI 评分4949 ANT三季度营收16.8B，调整后实现盈利，最早11月9日开始路演
ANT三季度营收16.8B，调整后实现盈利，最早11月9日开始路演。
X·宏观AI 评分1818 I'm long bonds short stocks but jeez the AI trade is fine guys. The cope I'm reading about a little…
I'm long bonds short stocks but jeez the AI trade is fine guys. The cope I'm reading about a little bump on the path is epic
X·宏观AI 评分4040 Anthropic向投资者披露第三季度财务情况，营收达168亿美元
Anthropic在向投资者的闭门沟通中披露第三季度财务情况，营收为168亿美元，较第二季度的115亿美元增长约46%。正文还提到公司实现调整后盈利，但相关金额和口径说明未完整呈现。
X·宏观AI 评分1818 Nonfarm payroll employment increased in 9 metropolitan areas over the year ending August 2026…
Nonfarm payroll employment increased in 9 metropolitan areas over the year ending August 2026 #BLSData https://t.co/KzEc1gJLi8 https://t.co/ZFPifcKRbl
X·宏观AI 评分1919 Quits rate 3.5 percent in accommodation and food services, August 2026 #BLSdata
Quits rate 3.5 percent in accommodation and food services, August 2026 https://t.co/XEUB0FZns5 #BLSdata https://t.co/AHazqaTfh0
X·科技公司AI 评分3636 The countdown for is on. ⚡️
The countdown for @NVIDIARTXSpark is on. ⚡️ Join us October 16th as we celebrate the launch around the world! Be part of the excitement in person at one of our worldwide events, or tune in live on Instagram for a special celebration. 📍 https://t.co/jzKnJ4vPz7 https://t.co/G2bmCQSqH5
X·科技公司AI 评分3434 What goes into building a humanoid? From custom part to running robot, the Atlas shop floor is…
What goes into building a humanoid? From custom part to running robot, the Atlas shop floor is built on precision, rapid assembly, and real-time collaboration. By machining parts in-house and streamlining assembly and repair under one roof, we are driving the manufacturing https://t.co/WSqrVYRaR4
X·科技公司AI 评分66 🎯
🎯 引用 @fchollet：String theory is what happens when an intelligent system is starved of sensory input and starts hallucinating. Intelligence needs grounding. For this reason, intelligence is practically never the bottleneck to solving impactful problems. The bottleneck is iterated contact with
X·科技公司AI 评分1414 You give an AI agent a task. What happens next?
You give an AI agent a task. What happens next? This video walks through how agents use models and tools to complete tasks, and what makes them fast and responsive. No technical background needed. https://t.co/zoKBeOPqwL
X·科技公司AI 评分1515 To advance more research with Gemini 4 Argon, we’re offering 10,000 scientists access to our…
To advance more research with Gemini 4 Argon, we’re offering 10,000 scientists access to our highest usage tier in @GoogleAntigravity free of charge for 6 months. Find out more → https://t.co/A9F2OZi4OJ
X·科技公司AI 评分3737 Argon also compressed the process of enzyme engineering into a matter of hours to design five…
Argon also compressed the process of enzyme engineering into a matter of hours to design five lab-verified serine esterases. 🧬 https://t.co/74xPM9LJPa 引用 @RyanKrue：Over the past few weeks, we have been putting Gemini 4 Argon to the test on protein engineering workflows at Google DeepMind, and we h
X·科技公司AI 评分1515 Gemini 4 Argon is already unlocking new scientific breakthroughs in quantum computing, nuclear…
Gemini 4 Argon is already unlocking new scientific breakthroughs in quantum computing, nuclear fusion, protein design and beyond. 🧵 https://t.co/Shj3Y4whoK
X·科技公司AI 评分2222 Try Grok Voice
Try Grok Voice 引用 @SpaceXSI：Introducing Grok Voice 3.0, the world’s most intelligent speech-to-speech model. It excels at resolving customer calls, responds in under a second, and costs less than other frontier models. https://t.co/cfDRrkQPEc
X·科技公司AI 评分1414 We’re exploring how AI can accelerate health science research.
We’re exploring how AI can accelerate health science research. While AI has made significant breakthroughs in formal sciences like mathematics, health data science depends on imperfect real-world data and consequential choices about cohorts, variables, and causal assumptions. https://t.co/jQyYt6VL2
X·科技公司AI 评分3232 European businesses are rapidly expanding their use of AI agents. More than half of the AI use…
European businesses are rapidly expanding their use of AI agents. More than half of the AI use among our EU enterprise and business customers now involves these tools, and the number of small business users has grown 8x across the region. Our latest Economic Research report https://t.co/m9LrrwNSo8
X·科技公司AI 评分88 Build-A-Claw London ✅️
Build-A-Claw London ✅️ A visit from @JensenHuang ✅️ A very good day to have a raffle ticket ✅️ Thank you to everyone who stopped by! See you in the next city. https://t.co/WiJzEg7uY0
X·科技公司AI 评分1111 So many models launching this week!
So many models launching this week! And we have one of our own coming...⌛️ https://t.co/s5Z9QZ984W
X·科技公司AI 评分00 Get to know the five companies and what they’re building ⬇️
Get to know the five companies and what they’re building ⬇️ https://t.co/6i9rydRLMM
X·科技公司AI 评分3636 Cheers to the UK’s AI builders. 🇬🇧
Cheers to the UK’s AI builders. 🇬🇧 Tonight in London, @JensenHuang announced new investments in @boltz_bio, @ForesightWorks, @hivergeai, @PrimaMente, and Riverlane. From new medicines to quantum computing, there’s plenty to build. https://t.co/NG0OhNfonM
X·科技公司AI 评分4848 全球新车销售中纯燃油汽车占比首次跌破50%
全球新车销售中，纯燃油汽车占比首次跌破50%。原文称，未来几乎所有汽车都将是电动汽车。
X·科技公司AI 评分1616 Grok can detect scam emails
Grok @Bot can detect scam emails 引用 @wmorrill3：An email from noreply@x.ai landed in my inbox, passed SPF, DKIM, DMARC, and had the blue check Something felt off, so I asked @bot to do a security review. It found a hidden phishing link, explained why every safety check passed, wrote a report to xA
X·科技公司AI 评分2121 Watch the full convo with , and :
Watch the full convo with @finkd, @alexandr_wang and @collision: https://t.co/AJ9GHXjB2d 引用 @collision：Cheeky Pint is back! Mark Zuckerberg @finkd and Alexandr Wang @alexandr_wang came to the pub to discuss their new frontier model, Muse Wonder. 00:00:24 Muse’s breakout use cases 00:07:28 The mod
X·科技公司AI 评分3535 Muse Wonder and Muse Wonder Full deliver SOTA performance on personal and professional agentic…
Muse Wonder and Muse Wonder Full deliver SOTA performance on personal and professional agentic tasks. Learn more about the models on our researcher blog: https://t.co/koe89SLQts https://t.co/mEIYEFD40g
X·科技公司AI 评分3737 Grok is the best conversational voice model in the world
Grok is the best conversational voice model in the world 引用 @SpaceXSI：Introducing Grok Voice 3.0, the world’s most intelligent speech-to-speech model. It excels at resolving customer calls, responds in under a second, and costs less than other frontier models. https://t.co/cfDRrkQPEc
X·财经博主AI 评分3232 AI developers are committing substantial cash to secure reliable power years before the capacity…
AI developers are committing substantial cash to secure reliable power years before the capacity earns revenue. Utilities should use that willingness to finance new supply, with minimum payments and exit protections that leave the requesting customer responsible for the https://t.co/4ZYDrxKqF4
X·财经博主AI 评分4949 3Q26 CIO 调查：约45%的受访公司使用开放权重模型，预计三年后升至约90%
3Q26 CIO 调查显示，约45%的受访公司使用开放权重模型，这一比例预计三年后升至约90%。调查结果只表明受访公司对开放权重模型有明确兴趣，不代表独家使用或多数使用。
X·财经博主AI 评分4444 OpenAI 招募负责基础设施和算力业务的 xAI 高管，Sachin 离职筹建算力新项目
OpenAI 招募了一名负责基础设施和算力业务的 xAI 高管，Sachin 在任职一年后离开，并表示将在几周后开始新的事业，方向仍与算力有关。他称，过去一年已与合作伙伴在俄亥俄州、朴茨茅斯、佐治亚州、Trainium 等项目中落实了两位数 GW 的算力。
X·财经博主AI 评分3434 To emphasize, look at B200 indices on BBG for Compute Desk, Ornn, and Silicon Data. Apples to…
To emphasize, look at B200 indices on BBG for Compute Desk, Ornn, and Silicon Data. Apples to oranges as compute desk is 1-year reserved/committed pricing vs the other two are more levered to real-time recently struck rates or spot rates. Interesting the movement of each, though. https://t.co/2VY4yq
X·财经博主AI 评分5252 据 Mark Gurman 称，苹果计划于 12 月在中国推出首批 Apple Intelligence 功能
Mark Gurman 称，苹果正准备于 12 月在中国推出首批 Apple Intelligence 功能。该计划此前受多年监管审查影响，原文未提供具体功能或审批进展。 https://x.com/markgurman/status/2110459376846991620
X·财经博主AI 评分5555 Mark Gurman称苹果高管对Siri AI近期在中国落地缺乏乐观预期
Mark Gurman称，苹果高管对 Siri AI 短期内在中国推出缺乏乐观预期，但他认为更新后的 Apple Intelligence 最终会进入中国市场。
X·财经博主AI 评分3232 who could have seen this coming
who could have seen this coming 引用 @exec_sum：BREAKING: Elon Musk's Tesla $TSLA and SpaceX $SPCX could announce plans to merge before December.
X·grokAI 评分66 2026-10-14（$付费）
2026-10-14（$付费） • Apple HomeView • 新款 Apple TV • App 的故事 https://t.co/V5RX8PKzgI 原文： 10-14-2026 ($) •Apple HomeView •The New Apple TV •The App Story https://t.co/V5RX8PKzgI
X·grokAI 评分4444 Anthropic基础设施承诺预计对应2027年560亿美元、2028年860亿美元算力支出
一则评论认为，Anthropic全部“有约束力”的基础设施相关承诺，预计对应2027年560亿美元、2028年860亿美元的算力支出。评论称，相比没有时间考量、也未区分固定付款与里程碑付款的5000亿美元总额，这一估算没那么令人担忧。
X·grokAI 评分2828 名义增长（通胀加上实际增长）决定了名义收益率的合理水平。这意味着实际增长在决定名义收益率方面也有作用。
名义增长（通胀加上实际增长）决定了名义收益率的合理水平。这意味着实际增长在决定名义收益率方面也有作用。 名义收益率不仅仅是对通胀预期的反应，正如我在这里解释的。 https://t.co/0bdPnwpo4m https://t.co/fkWweDw9Ja 【引用原文】@johnarnold：我越来越倾向于这样一种观点：提高联邦基金利率对降低通胀作用甚微，甚至可能适得其反。 - AI 投资不太可能因为利率略高而放缓 - 能源需求高度缺乏弹性，利率变化无法缓解当前的供给冲击 - 更高的利率会伤害住房、能源、汽车和其他资本密集型行业的供给侧解决方案 - 更高的借贷成本会抬高企业运营费用，其中
X·grokAI 评分4141 JR Research 下调 Rocket Lab（RKLB）评级至“持有”的逻辑是什么？
Seeking Alpha 独立分析师 JR Research 将 Rocket Lab（RKLB）评级从“买入”下调至“持有”，理由包括 Neutron 首飞和商业化里程碑尚未兑现、Electron 订单难以单独支撑高估值，以及前瞻 EV/Revenue 约34倍、股价缺少明确催化。
X·grokAI 评分2323 债市正常状态 当我们最爱的债市末日论者加大对美国利率“末日决战”的鼓吹时，现实是：与基础数据和预期中的进一步紧缩相比，这轮收益率上升看起来相当正常。
债市正常状态 当我们最爱的债市末日论者加大对美国利率“末日决战”的鼓吹时，现实是：与基础数据和预期中的进一步紧缩相比，这轮收益率上升看起来相当正常。 https://t.co/QkXiGU1wB5 https://t.co/R8fhE8lGaW 原文： Bond Market Normalcy While our favorite bond doomers amp up their calls for US rate armageddon, the reality is the yield rise looked pretty normal compared to underlying
X·grokAI 评分4040 NFIB：9月小企业信心走弱，业主对未来经营改善和扩张时机的看法转弱
NFIB数据显示，9月小企业信心走弱。预期未来六个月经营状况改善的业主减少，认为当下是扩张好时机的业主也减少。
X·grokAI 评分5050 NFIB数据显示9月小企业主贷款利率上升报告占比增加4个百分点
NFIB数据显示，9月报告最近一笔贷款支付了更高利率的小企业主占比上升4个百分点，达到一年多来的最高水平。短期贷款平均利率为8.2%，逐渐接近8.3%的历史均值。