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。
If you’re a world-class chip design or production engineer, consider joining SpaceX or Tesla. How cool would it be to iterate on designs and customize production machines at lightning speed? 引用 @pequityresearch：Elon Musk wants to do 10 chip designs a year with Terafab compared to 1 every 2 years:
Seriously, this actually works! Think of Grok @Bot like hiring a super smart employee who works 24/7 and is extremely resourceful. You can use it through your phone effortlessly within minutes: https://t.co/Efbxq5vqTm 引用 @liam_fallen：Grok Bot bought me an iPhone 18 Pro Max. It was sold out eve
Shower thought this AM: Some people developing AI seem to view building a “digital god” or ushering in a new species in almost religious terms. I believe some of that conviction is sincere. But I also suspect there’s a marketing angle to giving these systems an identity and
Power On: Apple spent a decade losing the smart home. Now it has a plan to compete: HomeView, a new Apple TV and HomePod mini, and LG-built accessories. Tuesday’s unveiling is about protecting the iPhone as much as outfitting your house. https://t.co/IeYYsXC1J2
NEW: Apple’s HomeView smart home display isn’t expected to ship until around mid-November. The new Apple TV and HomePod mini are on track to arrive Oct. 30, with preorders opening this coming week. https://t.co/QsBFqwqPn9
苹果测试了新款 Apple TV 的两项功能：机顶盒内置麦克风，可不使用遥控器通过免提方式调用 Siri AI；另一项是配备扬声器、可用于 Find My 的更新款遥控器。
Mark Gurman称，苹果新款家用设备中，HomeView搭载标准版A18，Apple TV搭载标准版A19，较A15升级；HomePod mini搭载S10，较S5升级。https://t.co/j3v6aejAUU
Apple’s new HomeView smart home hub won’t have an App Store. It will run a limited set of Apple apps, with Siri and connected accessories at the center of the experience — not third-party apps. More in Power On: https://t.co/8X27fWDnDC
Why HomeView, not HomePad? Apple wants you to look at the display and control it primarily with your voice. It supports touch, but “Pad” would suggest an iPad-like experience. That isn’t the point of the product. More in Power On: https://t.co/aDSPhr8Hfw
Also in Power On: Apple’s upcoming OLED iPad mini will be considerably more expensive than today’s $599 model. My guess is closer to $799. Expect an A20 Pro chip, a relocated FaceTime camera and a revamped speaker system. https://t.co/kScuBcbF4P
Apple’s Fifth Avenue store is expected to have more than 150 iPhone Duo demo units for the Oct. 23 launch. Apple Park Visitor Center will have nearly 100. There’s also a new fixture showing the phone opening and closing. More in Power On: https://t.co/6sXXfnRz5S
Prob normalization more than anything but the timing of these articles amidst market narratives/fears is always uncanny "AI-related debt issuance globally dropped to $23bn in September, less than half the amount raised in the previous month, according to data compiled by Morgan https://t.co/dWBWhdE
作者指出，AI 实验室占总算力的份额关系到推理算力的测算，并以假设的 100 单位算力为例：若 OpenAI 与 Anthropic 使用 50 单位，其中 40% 用于推理，则推理算力为 20 单位。Marvell Technology 高管 David Lazovsky 称，数据中心基础设施中用于推理的比例 3 年前为三分之一，如今超过 60%，未来 2-3 年将迅速接近 90%。
Hut 8建设数据中心并与英伟达签订15年租约，英伟达作为租户以其信用支持建设融资，随后将空间交由Lambda安装GPU并出租。引用的SemiAnalysis称，该安排涉及约115K台Rubin GPU销售、Lambda收入约10%的分成，以及一个704 MW供电园区第7至第15年的空间；互联排队时间为4至7年。
Apple 营销团队正在为洛杉矶网红筹备活动，安排在 10 月 27 日晚间及 10 月 28 日全天。Mark Gurman 称，Apple 将于 27 日举行第二场活动，推出首款触屏 MacBook、OLED iPad mini，以及 M6 14 英寸 MacBook Pro 和 iMac。
媒体报道称，先进半导体测试价格预计上涨10%至30%，供给远低于需求。随着芯片复杂度提高，测试时间持续延长；原文还提及云端需求增长。
台塑据媒体报道正考虑在得州大幅扩大半导体相关化学品生产，以供应台积电及其他美国客户。公司董事长WB Kuo被引述为消息来源；台塑已在得州运营大型石化基地。
I just asked Grok @Bot to research the most fun Lego Star Wars kits for young kids and order them. As easy as that. https://t.co/5IKVoqvuhb 引用 @XFreeze：Elon Musk just highlighted another insane Grok Bot capability Grok Bot can now shop for you on the internet, find the best deals and even complete
More Wi-Fi woes on BA. Starlink can't come quick enough. Cc @PatrickMoorhead https://t.co/TgU8CTWxgk
The two worst things for society Both called DCs Diet Coke Datacenters
PODCAST: "Is China Controlling the World’s Oil Market?" Great to talk with Jake Sullivan and Jon Finer about the global oil market, Iran, President Trump, and what Beijing is up to. https://t.co/eU1Effb0s5
Hurricane Isaias made landfall near Destin, Florida, sparing the US refining capacity of a direct hit. The main refineries alongside his path were >150km away in Mobile (AL) and Pascagoula (MS). Refined fuel production (and offshore crude production) should recover quickly. 引用 @JavierBlas：The first
With diesel back under the spotlight, please find below Google's summary of price movements over the last year. Underlying this is what has become an increasingly influential, multi-directional causal relationship between geopolitics, domestic politics, and economics. For https://t.co/WUxqiORMRK
Another great MacroTalk with @AahanPrometheus this week covering: - The telling market response to the OpenAI News - How the Fed tightening cycle may be more than planned - What the bending LLM revenue S-curve means for macro Check it out! https://t.co/AqMEIEVPoI
Catch up on all the new #BLSdata and publications that came out this week! https://t.co/aWoAAD8ikp https://t.co/iBGqPqsMQt
The market is one big bet on AI based on hope for parabolic growth. That's a troubling situation when spending growth is looking increasingly linear. On @CNBCOvertime with @MelissaLeeCNBC yesterday to close out the week: https://t.co/1Btt8AHbPq
The cover of this week's edition of The Economist magazine. #economy #bonds #markets @TheEconomist https://t.co/kTKPcbd1uH
简单翻译一下： 1. 巨额投资要有ROIC兑现 2. 指数熊市可以持续很久 3. 看好AI但注意可能多轮牛熊转换 其实现在无论多空，没听到一个人看空AI的，争论都在现在，right now，AI还有没有投资机会，这个问题的本质就是贵与不贵，估值是否匹配盈利增速。 引用 @JohnsonZ91127：喜马拉雅资本创始人李录在哥伦比亚商学院第36届格雷厄姆与多德年度论坛上谈了不少AI。他认可这场技术革命的长期价值，但认为AI的发展可能经历不止一轮繁荣与崩溃。技术能走多远，除了取决于算力和算法，还受到资本投入、商业回报以及社会治理的约束。
Tbh, I wouldn’t be shocked if some machine company in China has already figured out how to automate noodle cutting and we just don’t know about it yet. 引用 @gazetory：İtalya'da el yapımı makarna satan ünlü bir dükkânda çalışan bir kişi, 8 saat boyunca makarnaları kestiği anları paylaştı. https://t.co
Anyone who has been in the VC world for more than a minute knows well that ARR is not close to the same as actual revenue.
folks on here argued that following Moscow’s diesel pledge yesterday that Ukraine would be forced to stop its attacks on Russian refineries because it would somehow more explicitly tie them to US energy security. not sure Kyiv really cares or is receptive to this type of whining 引用 @DeItaone：TRUMP
With domestic sales of ~ 20m (absent a new incentive program) it isn't clear if export demand alone and keep investment in the auto sector at its current, quite elevated levels -- looks like auto investment will be a drag on 27 growth, but I guess with China you never know 2/2
Brad Setser称，中国汽车年销量预计将低于2000万辆，国内销量减少500万辆左右，出口增长不足以抵消。帖文称去年秋季的激励措施推高了销量，并将今年的回落描述为较为剧烈；引用的 @business 数据显示，中国乘用车9月零售销量同比下降24%，新能源汽车销量下降12%。
"global" safeguard is easy to finessa -- the safeguard can be applied on all trade in hybrids but with exclusions for all the countries that actually export cars to the EU (or generous tariff rate quotas) other than China. Conceptually allow the limits to be applied to future
Brad Setser认为，对中欧协议的概述较准确：中国混合动力汽车对欧年出口配额为40万辆，高于2025年约30万辆的出口量，但低于预计2026年的80万辆。作者称，配额加上现有纯电动汽车出口，意味着对欧出口接近100万辆；纯电动汽车适用反补贴税，但不受配额限制。
Markets Weekly October 10, 2026 Bonds behaving better AI scare https://t.co/IxkYEm8HDd
Worth remembering that to capture trade in gold you need to look at bars (metal shapes technically ...) as well as the gold line item. The US imported a ton of bars in q1 2025 ... https://t.co/mPVM1mm5r6 引用 @jasonfurman：The United States is having an extraordinary record year for exports. Exports
纽约时报称，胡塞武装今日对利雅得机场的袭击，已成为伊朗战争爆发以来沙特遭遇的最致命袭击。
🎁 The 2026 holiday season should deliver the strongest sales growth in 5 years. 📈 The @EY_Parthenon team forecasts a 5.2% rise in #holiday sales, the strongest gain since 2021, with real #retail sales growth around 2.9% & retail prices rising 2.3%. https://t.co/1eKwJyfkGk https://t.co/fLepKA
美国总统唐纳德·特朗普要求乌克兰领导人弗拉基米尔·泽连斯基停止袭击俄罗斯炼油厂，并称“目标很多”。引用内容称，若基辅继续袭击俄炼油厂，泽连斯基将直接危及华盛顿与莫斯科之间一项涉及柴油的政治和经济协议。