中国出口增速相对全球贸易增长的加快与人民币贬值有关
有经验数据支持，2023年以来中国出口增速相对全球贸易增长的加快，与2022年以来人民币贬值有关；汇率对出口的影响存在滞后。
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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4848 X·宏观AI 评分1717 And to be clear, the immediate issue isn't bringing China's surplus is down -- it is limiting the…
And to be clear, the immediate issue isn't bringing China's surplus is down -- it is limiting the pace at which it rises. the 07 to 12 RMB appreciation was in fact central to limiting the nominal rise in China's surplus and facilitating adjustment back then 2/2 https://t.co/e2zzeAZSgq
X·宏观AI 评分2020 Very consistent with the point that the physical buildout of AI/ "SI in Trump land" computer…
Very consistent with the @DKThomp point that the physical buildout of AI/ "SI in Trump land" computer infrastructure is much more visible in the actual data than the results of actual AI use 2/2
X·宏观AI 评分3636 Korea and Taiwan combined to run a trade surplus of $800b if the September numbers are annualized.…
Korea and Taiwan combined to run a trade surplus of $800b if the September numbers are annualized. Up from $100b two years ago ... If sustained, this is consistent with a $1 trillion current account surplus in Korea and Taiwan next year. Crazy 1/2 https://t.co/HiM6BzK1At
X·宏观AI 评分1616 36.9 percent of wage and salary workers could work at home in 2024–25 #BLSdata
36.9 percent of wage and salary workers could work at home in 2024–25 https://t.co/CI6Omtcxex #BLSdata https://t.co/kzajZpNwHW
X·科技公司AI 评分22 Yes, they are traitors aiding an invasion and they deserve the fate of traitors
Yes, they are traitors aiding an invasion and they deserve the fate of traitors 引用 @xenocosmography：Anyone facilitating the entry of these fiends into the country should be considered an accessory to their crimes, and face draconian punishment upon the restoration of patriotic government. ... https
X·科技公司AI 评分1717 Starlink is licensed in over 165 countries and has spent five years complying with every single law…
Starlink is licensed in over 165 countries and has spent five years complying with every single law and requirement of the government of India, so why still no license? Is Ambani the real boss of India? 引用 @malpani：The government is more interested in protecting the interests of crony capitalists
X·科技公司AI 评分4141 Anthropic承诺向Genesis Mission投入1.5亿美元，并向15个以上联邦机构提供Claude和技术支持
Anthropic承诺向Genesis Mission投入1.5亿美元，以加大对科学研究和技术发现的投入。公司还将向15个以上联邦机构提供Claude和技术支持。
X·科技公司AI 评分1717 With 5 routes and hundreds of assets inspected, Spot is helping Chitose Plant save free up hundreds…
With 5 routes and hundreds of assets inspected, Spot is helping @Kirin_Brewery Chitose Plant save free up hundreds of hours a year for their maintenance and operations teams. See how they deployed Spot and Orbit with the help of @teco_enterprise: https://t.co/aWRejmuZSV
X·科技公司AI 评分3535 Hire Grok to manage your store. He will do an amazing job!
Hire Grok @Bot to manage your @Shopify store. He will do an amazing job! 引用 @bot：Grok Bot can now help run your Shopify store. Connect Shopify, then ask it to check orders, track inventory, and keep product listings up to date. https://t.co/p59APNvIcC
X·科技公司AI 评分1515 If you have a Grok Bot account, you can just add your connector by asking !
If you have a Grok Bot account, you can just add your @shopify connector by asking @Bot! 引用 @Shopify：Pro tip: you can ask @bot to add Shopify right in the comments ↓
X·科技公司AI 评分1616 New: the IBM® Spectrum Symphony Provider Plugin for Azure Compute Fleet. Symphony orchestrates the…
New: the IBM® Spectrum Symphony Provider Plugin for Azure Compute Fleet. Symphony orchestrates the workload, Compute Fleet supplies elastic capacity across Spot and pay-as-you-go VMs. Partners, here is your burst-to-Azure motion: https://t.co/OqDtxJaB2i https://t.co/cqPoKTKxxU
X·科技公司AI 评分1111 Grok works well on your phone. Just download the app from Apple or Android.
Grok @Bot works well on your phone. Just download the app from Apple or Android. https://t.co/Efbxq5vqTm 引用 @melvindvivas：This feels unreal Used Grok Bot today, mostly from my phone I got more done from my phone with Grok Bot than I usually do sitting at my desk - Colab notebooks for Google Em
X·科技公司AI 评分3030 They adopted AWS Graviton4 across 80-85% of their microservices. The performance gains were…
They adopted AWS Graviton4 across 80-85% of their microservices. The performance gains were immediate: + 30% improvement for storage-intensive workloads. + 15%+ improvement for Java microservices. + Faster scale-ups & improved resiliency. (3/4)
X·科技公司AI 评分1313 How did Sprinklr accelerate price performance workloads with AWS Graviton4? (1/4)
How did Sprinklr accelerate price performance workloads with AWS Graviton4? (1/4) https://t.co/LwNFwNrZtp
X·科技公司AI 评分2424 Congratulations to our CEO on receiving the National Medal of Science for advancing GPU computing…
Congratulations to our CEO @JensenHuang on receiving the National Medal of Science for advancing GPU computing to power scientific breakthroughs. And to fellow honorees Elon Musk, Lisa Su, Michael Dell, Satya Nadella, and Sergey Brin. 引用 @RapidResponse47：.@POTUS presents the National Medal of Scie
X·科技公司AI 评分3333 They adopted AWS Graviton4 across 80-85% of their microservices. The performance gains were…
They adopted AWS Graviton4 across 80-85% of their microservices. The performance gains were immediate: + 30% improvement for storage-intensive workloads. + 15%+ improvement for Java microservices. + Faster scale-ups & improved resiliency. (3/4)
X·科技公司AI 评分1515 How did Sprinklr accelerate price performance workloads with AWS Graviton4? (1/4)
How did Sprinklr accelerate price performance workloads with AWS Graviton4? (1/4) https://t.co/sFOhRBq8Jj
X·科技公司AI 评分4848 SpaceX称已收购800 MHz频谱，将改善Starlink Mobile室内覆盖
SpaceX称已收购800 MHz频谱，可让Starlink Mobile提供更好的室内覆盖，信号能够穿透墙壁及其他障碍物。文中还引用AT&T首席执行官的说法，称Starlink Mobile无法穿透墙壁。
X·科技公司AI 评分2121 And Grok only gets better from here 🚀 🚀
And Grok @Bot only gets better from here 🚀 🚀 You could build an entire company made of Grok Bots! 引用 @MiaAI_lab：Grok @bot might be the most important AI release of 2026. I'm just blown away by what it can do now. A few days ago it felt like a niche toy and I didn't use it much... but now?! It's
X·科技公司AI 评分1212 This is part of our broader effort to make the systems we all rely upon more secure and resilient.
This is part of our broader effort to make the systems we all rely upon more secure and resilient. That work will take time: the Anthropic Cyber Mission will expand and change as we learn what works, alongside our partners in the public and private sectors.
X·科技公司AI 评分1919 To secure open-source software, we’re launching OSS Scanner.
To secure open-source software, we’re launching OSS Scanner. We’ll use our frontier models to periodically scan opted-in open-source projects for vulnerabilities, at no cost. Our reports will provide a proof-of-concept, explanation, and suggested fix. https://t.co/UFFrLUd25U
X·科技公司AI 评分1616 We’re launching the Anthropic Cyber Mission, a new effort to secure critical infrastructure and…
We’re launching the Anthropic Cyber Mission, a new effort to secure critical infrastructure and open-source software. https://t.co/0tz0ARAEMj
X·科技公司AI 评分1313 Congratulations to Sergey, Jensen, Lisa, Michael and Satya!
Congratulations to Sergey, Jensen, Lisa, Michael and Satya! 引用 @RapidResponse47：.@POTUS presents the National Medal of Science to Sergey Brin, @JensenHuang, @elonmusk, and @LisaSu, and the National Medal of Technology and Innovation to @MichaelDell and @satyanadella. https://t.co/8IGZV6s9Of
X·科技公司AI 评分1111 This will sound super crazy, but I see a path to SpaceX being worth orders of magnitude more than…
This will sound super crazy, but I see a path to SpaceX being worth orders of magnitude more than the current Earth economy
X·科技公司AI 评分1010 Context to anyone who didn't know - Robin Ren has been absolutely instrumental in Tesla, especially…
Context to anyone who didn't know - Robin Ren has been absolutely instrumental in Tesla, especially making Tesla entering China work! Robin is a long-time college friend of Elon (the only one that was better at physics than him) and an entrepreneur in the clean-tech sector. https://t.co/ABaNMUC7ni
X·财经博主AI 评分2121 You can debate whether you believe their forecast on capex, labs, etc. but Coatue always does a…
You can debate whether you believe their forecast on capex, labs, etc. but Coatue always does a nice job framing some of the biggest trends in the market very simply. The size of the compute financing & capex wave relative to the broader economy and prior cycles relative to the https://t.co/H5Yeb64
X·财经博主AI 评分5050 Broadcom与OpenAI拟融资500亿美元，Apollo和Blackstone有意参与；SpaceX拟为GPU芯片寻求400亿美元融资方案
Broadcom与OpenAI拟融资500亿美元，Apollo和Blackstone有意参与。SpaceX拟为GPU芯片寻求400亿美元融资方案，PIMCO据称也有兴趣。引用内容称，这笔交易将体现GPU融资市场的开放程度。
X·财经博主AI 评分3838 Gigabrains help me out:
Gigabrains help me out: GS puts required annual hyperscale AI revenue at $526bn, based on average annual capex across 2026 and 2027 and a 20% hyperscaler ROIC. I assume OpenAI and Anthropic have similar ARR, GW capacity and inference share, with $20bn of revenue per blended GW
X·财经博主AI 评分1515 The new Alexa Tablets are absurd for their price points and compete with the iPad Air.
The new Alexa Tablets are absurd for their price points and compete with the iPad Air. 引用 @chriswelch：Amazon is starting over with tablets. The company's new Alexa Tablets correct past mistakes — they now include Google apps and the Play Store — with a better design that maintains very low prices.
X·财经博主AI 评分1212 Episode 2 of the Power On podcast is out! I dig into John Ternus’s first month as CEO, why layoffs…
Episode 2 of the Power On podcast is out! I dig into John Ternus’s first month as CEO, why layoffs are possible, his focus on design, and Tim Cook still being very much involved. Plus, Meta’s new VR headset shows what Apple’s Vision Pro should have been. https://t.co/isoSPf5C75
X·财经博主AI 评分1414 I’d love economists to take a crack at this theory that the US is experiencing a mini-Dutch Disease…
I’d love economists to take a crack at this theory that the US is experiencing a mini-Dutch Disease effect from AI. My big-picture thesis about AI economics right now is that while the discussion about AI safety and existential risk is important, AI’s construction is changing 引用 @johnarnold：This.
X·财经博主AI 评分88 In defense tech, they don't say "recurring revenue." They say "attritable," and I think that's…
In defense tech, they don't say "recurring revenue." They say "attritable," and I think that's beautiful.
X·财经博主AI 评分3838 It's official: Apple has sent out invitations for a "Welcome home" product launch on Oct. 13 in New…
It's official: Apple has sent out invitations for a "Welcome home" product launch on Oct. 13 in New York.
X·财经博主AI 评分4040 苹果宣布 10 月 13 日在纽约举办智能家居产品发布会
苹果已向受邀者发出邀请，定于 10 月 13 日在纽约举办主题为“Welcome home”的产品发布会，推出智能家居产品。
X·财经博主AI 评分66 - Welcome home = obvious smart home reference.
- Welcome home = obvious smart home reference. - The Apple logo was created with threads of yarn/fabric = Thread, the smart home protocol linking everything together 引用 @markgurman：.@chriswelch will be on scene https://t.co/SN53KJ52Tu
X·财经博主AI 评分2323 NEW: Apple is naming Steve Smith its new M&A chief, shifting longtime dealmaking head Adrian Perica…
NEW: Apple is naming Steve Smith its new M&A chief, shifting longtime dealmaking head Adrian Perica to focus exclusively on his responsibilities overseeing parts of the company’s services business. It’s the latest management shake-up under John Ternus. https://t.co/qcykeGl1wT
X·财经博主AI 评分1616 Perica and Apple Music head Oliver Schusser are the two eventual successors to Eddy Cue. Either one…
Perica and Apple Music head Oliver Schusser are the two eventual successors to Eddy Cue. Either one or the other or both together. 引用 @markgurman：NEW: Apple is naming Steve Smith its new M&A chief, shifting longtime dealmaking head Adrian Perica to focus exclusively on his responsibilities overseei
X·财经博主AI 评分1515 Can someone explain how media headlines about OpenAI’s ~$50B ARR…
Can someone explain how media headlines about OpenAI’s ~$50B ARR… (vs. ~$70B from incorrect accounting comparisons with Anthropic) Somehow ends a 3-5 year laser shortage with $AAOI or memory shortage with $MU? Hint: it doesn’t. https://t.co/FiVsvg8I0G
X·财经博主AI 评分55 I was a day early, never trust rumor mill adjusted run rate figures without any detail!
I was a day early, never trust rumor mill adjusted run rate figures without any detail! https://t.co/pvXWvkvbzj 引用 @ShanuMathew93：How the ARRs are being calculated https://t.co/B31rmznnSE