我们是否开始看到，极端运费正在冲击炼厂开工？
布伦特原油近月价差和DFL今日下跌，显示其他条件不变时原油市场趋于宽松；与此同时，柴油价格再度大幅上涨。纽约港柴油裂解价差（相对于布伦特）单日上涨12美元/桶，升至100美元/桶以上，约相当于正常柴油裂解价差的50%。
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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4242 X·宏观AI 评分1818 做下半年展望时聊过，我认为EPS会大于PE的噪音（加息，模型公司上市，中期选举），几次直播里我也聊过其实我对于大体量公司连续上市非常敏感（通常都是市场的顶部信号），但我们所在的当下市场是前所未有的，大…
做下半年展望时聊过，我认为EPS会大于PE的噪音（加息，模型公司上市，中期选举），几次直播里我也聊过其实我对于大体量公司连续上市非常敏感（通常都是市场的顶部信号），但我们所在的当下市场是前所未有的，大科技，千亿营收的公司增速仍然可以达到20%+，这是很夸张的。
X·宏观AI 评分5858 Rory Johnston称UKMTO确认自9月30日以来霍尔木兹及周边发生24起袭击
Rory Johnston称，UKMTO当天报告霍尔木兹海峡发生另外两起航运袭击，使其自9月30日以来在霍尔木兹及紧邻区域确认的袭击总数达到24起。他表示，向UKMTO报告是自愿的，通常上报较慢，且无法确认时不会报告；在误报较多的情况下，确认清单记录了袭击数量。 https://t.co/8OCgmnL3Bj
X·宏观AI 评分44 Sometimes it's the person not being right for the job, but more broadly the weirder the situation…
Sometimes it's the person not being right for the job, but more broadly the weirder the situation gets, the harder it is to be the one to stand up there and try to explain why things aren't weird. https://t.co/mrVeRDoudU 引用 @atrupar：this is an SNL cold open come to life. she can barely read https:/
X·宏观AI 评分4444 沙特阿美达兰行政大楼遭袭并起火，沙特确认目标为该建筑
沙特确认，沙特阿美位于达兰的一栋行政大楼遭到袭击并起火。达兰是沙特阿美总部所在地，园区内有多栋建筑和封闭式住宅社区，但没有石油生产设施。
X·宏观AI 评分2828 Today, the U.S. Department of the Treasury announced enforcement actions imposing more than $1.21…
Today, the U.S. Department of the Treasury announced enforcement actions imposing more than $1.21 billion in penalties against Bank of America for violations of anti-money laundering and sanctions laws. These actions represent the third-largest penalty in Treasury history and the
X·科技公司AI 评分2626 Grok is like hiring a super smart employee
Grok @Bot is like hiring a super smart employee 引用 @BrianRoemmele：As of tomorrow I will have brought 71 of my large clients to @Grok @Bot at their corporations. It has not failed to revolutionize each department across a wide spectrum of companies. Next week I hold a symposium for executives to ma
X·科技公司AI 评分1414 Barcelona showed up ready to build 🦞.
Barcelona showed up ready to build 🦞. The road to #NVIDIAGTC Berlin is officially underway. https://t.co/SumnDGk4WE
X·科技公司AI 评分1919 Let’s get building, Paris. 🦞
Let’s get building, Paris. 🦞 @JensenHuang stopped by Build-A-Claw, where developers and startups are getting hands-on with open models to build AI agents of their own. https://t.co/ipezGKUz0X
X·科技公司AI 评分1010 Here’s how you can try it:
Here’s how you can try it: 🔵 Everyday users: In the @GeminiApp and AI Mode in Search for Google AI Pro and Ultra subscribers. 🔵 Developers: Gemini API paid tier, plus @Antigravity and @GoogleAIStudio for Google AI Ultra subscribers. 🔵 Scientists: Apply for the top usage tier https://t.co/4IH6A984
X·科技公司AI 评分4242 Gemini 4 Argon 现已全球可用
Gemini 4 Argon 现已全球可用。该模型面向从头到尾解决复杂问题，具备编码、企业工作流和网络防御方面的前沿能力。
X·科技公司AI 评分1313 New on our Engineering blog: Creating in-house source control.
New on our Engineering blog: Creating in-house source control. In May, we merged around 2,500 code changes per day. In September, we merged more than 30,000 per day. As a result, we became bottlenecked by developer infrastructure built for human (rather than agent) scale.
X·科技公司AI 评分44 Customizing Vertical Voice Agents with ASR and LLM Fine-Tuning
Customizing Vertical Voice Agents with ASR and LLM Fine-Tuning https://t.co/dBSfkUiKeX
X·科技公司AI 评分1616 An evening in Paris with Jensen and the founders, researchers, and partners shaping AI across…
An evening in Paris with Jensen and the founders, researchers, and partners shaping AI across France. 🇫🇷 https://t.co/ATi6RJLThD
X·科技公司AI 评分2929 Congrats! CEOs & execs posting to the public directly on 𝕏 is the best way to get your message out…
Congrats! CEOs & execs posting to the public directly on 𝕏 is the best way to get your message out and drive product sales. Vastly more powerful and effective than a press release. 引用 @sundarpichai：Gemini 4 Argon is here. It’s available globally today for developers and enterprises in the paid
X·科技公司AI 评分2828 Gemini 4 Argon taught a robot to play cornhole just by watching a video.
Gemini 4 Argon taught a robot to play cornhole just by watching a video. It mapped the physics, coded its own simulation, and taught @Apptronik's Apollo humanoid to sink 7 throws in a row. https://t.co/JIyoKnVc4q
X·科技公司AI 评分3838 . wrapped up his Paris visit at the Élysée with President , discussing NVIDIA’s investments in…
.@JensenHuang wrapped up his Paris visit at the Élysée with President @EmmanuelMacron, discussing NVIDIA’s investments in France’s AI ecosystem, open source, and AI safety. Our road to #NVIDIAGTC Berlin continues. https://t.co/CGYw6B8UFl
X·科技公司AI 评分3030 True, this is a very big deal
True, this is a very big deal 引用 @SawyerMerritt：Morgan Stanley's Adam Jonas in new @SpaceX note: "The part of the SpaceX story that we believe holds the greatest growth potential, and that is being largely ignored/not contemplated by investors, is the Distributed Inference Cloud. Investors are alr
X·科技公司AI 评分1212 Cool Grok use case
Cool Grok @Bot use case 引用 @XFreeze：Just made "Explainer Video Bot"... It will help you understand any topic visually by making a video It just made me an incredible video for me explaining how SpaceX safely manages the world's largest satellite constellation and shares its space-safety data with
X·科技公司AI 评分2424 Latest upgrades to Grok
Latest upgrades to Grok @Bot 引用 @mattyp：What's new in Grok Bot 0:00 Bot's very own email 1:14 Better X! 1:48 Connect Shopify 2:20 More color 2:45 Email drafts 3:22 Bot's computer 4:30 Template search 4:48 PR previews and routine right-clicks 5:24 5 new languages Lots new in @bot this week! More o
X·科技公司AI 评分2323 Try Internet!
Try @Starlink Internet! 引用 @cb_doge：BREAKING: Starlink ranks #1 for both download speed and Consistent Quality in rural UK, beating EE, Three and Vodafone in Opensignal’s study. Starlink also leads rural download speeds in all 14 European markets studied. https://t.co/Cp9Hcw31mW
X·科技公司AI 评分1616 Starlink brings Internet access to remote places
Starlink brings Internet access to remote places 引用 @cb_doge：BREAKING: Vietnam’s Hai Phong government partners with Starlink to bring FREE internet to remote islands. The pilot includes 10 Starlink terminals, with FPT handling deployment and technical support: 6 in Cat Hai and 4 in Bach Long Vi.
X·科技公司AI 评分1313 Grok detects scam emails!
Grok @Bot detects scam emails! 引用 @DirtyTesLa：Grok @bot can help save you from scam emails. I have public email addresses, and I get daily scams in my inbox. They are getting harder to distinguish from legit emails. I use my Scam Email Detector bot to help alert me to scam emails Try it out: ht
X·科技公司AI 评分1616 Starship 40’s return to base
Starship 40’s return to base 引用 @SpaceX：The first Starship to return to its launch site, Ship 40's journey took it across air, space, and sea. Now that it is vertical alongside three other Starships in a Megabay at Starbase, it will provide first-of-its-kind data on a flown Starship heatshield, Rap
X·科技公司AI 评分1818 All Grok get their own email address and can help analyze and summarize your email box too
All Grok @Bots get their own email address and can help analyze and summarize your email box too 引用 @ericzakariasson：grok @bot 0.70.2 is rolling out! - each bot can claim its own email address at @mail.grokbot.com and draft emails for you to send - apps like Figma, Notion and Canva show up as live
X·科技公司AI 评分1010 Assign Grok to your phone button for instant access
Assign Grok @Bot to your phone button for instant access 引用 @liam_fallen：I gave Grok Bot its own button → Press the Action Button → Open Grok in voice mode → Give it tasks and deadlines → Grok delegates them to Bots I feel like James Bond. https://t.co/yPX9CViyQy
X·科技公司AI 评分00 Connect Bot to your 𝕏 account (just by asking) and you can interact with them via X Chat DMs
Connect Bot to your 𝕏 account (just by asking) and you can interact with them via X Chat DMs
X·科技公司AI 评分2727 Tesla self-driving feels like magic
Tesla self-driving feels like magic 引用 @paulg：The Tesla Model 3 with FSD is mind-blowing. Jessica and I drove to the gym without touching the controls once. It backed out of our driveway, drove there, and backed into a parking space. It's amazing that you can buy so much future for $40k.
X·财经博主AI 评分66 10-13-2026 ($)
10-13-2026 ($) •SpaceX Buys More Spectrum •Musk and Market Structure •Distributed Cellular https://t.co/JfXQgFM2Tu
X·财经博主AI 评分4949 苹果宣布推出售价299美元的HomeView智能显示屏，采用面部识别并支持Apple应用和FaceTime
苹果宣布推出售价299美元的HomeView智能显示屏，面向其升级后的智能家居战略。该设备支持通过面部识别呈现个人内容，并搭载Apple应用和FaceTime。
X·财经博主AI 评分4444 苹果推出新款 Apple TV 4K，价格上调至 299 美元
苹果推出新款 Apple TV 4K，售价上调至 299 美元。新品搭载 A19 芯片，支持 Siri AI，并在机身内置麦克风，可不使用遥控器进行语音控制；新遥控器配有扬声器，可用于“查找”。
X·财经博主AI 评分2424 Lastly, the new HomePod mini is official with an S10 chip at $149. It comes in blue, white…
Lastly, the new HomePod mini is official with an S10 chip at $149. It comes in blue, white, midnight, green and pink. It supports Siri AI (coming later) and can serve as Mac or surround sound speakers. https://t.co/S9DgCeIdMZ
X·财经博主AI 评分2727 Apple is also officially launching a suite of co-developed home accessories with LG, including a…
Apple is also officially launching a suite of co-developed home accessories with LG, including a doorbell, deadbolt lock and thermostat. There are also accessories made with Schneider Electric. These won’t launch until end of year. https://t.co/V06UQRQYKy
X·财经博主AI 评分4848 Chris Welch 汇总 Apple HomeView 官方信息并分享上手印象
Chris Welch 汇总了 Apple HomeView 的官方信息，并将分享上手印象；视频即将推出。Apple 宣布推出售价 299 美元的 HomeView 智能显示屏，配有人脸识别、Apple 应用和 FaceTime。
X·财经博主AI 评分3030 The HomeView, new Apple TV and HomePod mini are up for pre-order today. The HomeView won’t go on…
The HomeView, new Apple TV and HomePod mini are up for pre-order today. The HomeView won’t go on sale until Nov. 13. The HomePod is available Oct. 30. The Apple TV - after a late change - is also not coming til Nov. 13. 引用 @markgurman：Official: Apple announces the $299 HomeView, a smart display for
X·财经博主AI 评分77 I find the $299 price for HomeView solid. Not super aggressive but reasonable all things…
I find the $299 price for HomeView solid. Not super aggressive but reasonable all things considered. The $149 for the HomePod mini 2 is in the same category. But I think $299 for the Apple TV is a huge stretch and a cheaper model - a stick? - is now essential.
X·财经博主AI 评分33 updating a bit on the labs (Anthropic and OpenAI to be specific)
updating a bit on the labs (Anthropic and OpenAI to be specific) full piece: https://t.co/5e75aXG0zy https://t.co/U6DXfJR9sM
X·财经博主AI 评分1313 Taking a step back, I am largely impressed with Apple's smart home launch today. I think $299 will…
Taking a step back, I am largely impressed with Apple's smart home launch today. I think $299 will make the HomeView a huge seller. But the biggest thing is they finally have an end-to-end strategy and a cohesive story for the home. I believe it'll work. 引用 @markgurman：I find the $299 price for Hom
X·财经博主AI 评分22 This is a step backwards. The red background was at least distinctive. What are we doing here?
This is a step backwards. The red background was at least distinctive. What are we doing here? 引用 @BetaProfiles：iOS 27.2 Beta 4 redesigns the Apple Music app icon. https://t.co/AbslExrYVC
X·财经博主AI 评分4141 高力国际《2026指南》新增数据中心建设成本、劳动力、设备交付周期、通胀与选址参考
Cushman & Wakefield 的《2026指南》新增了关于建设成本、劳动力、设备交付周期、通胀和选址的外部参考。现代绿地设施平均建设成本为每兆瓦 1760 万美元，不含芯片和 GPU；每兆瓦建设成本自 Q4 2024 以来上涨 21%。