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。
Guess we’ll see how open GPU financing markets remain with how this deal does PIMCO apparently interested 引用 @business：The AI arms race is running on debt. SpaceX is looking to borrow $40 billion for Nvidia chips, while Ray Dalio warns the boom is a “classic bubble” near its breaking point: Evenin
A couple of months ago @ASMLcompany asked me to host their CEO Christophe Fouquet at the @hellotmrc summit in Amsterdam. We had an on-stage interview discussing everything from EUV to the current state of EU investment into AI. Was really fun! https://t.co/w2kQU4Lb6W https://t.co/GDvFm0Wynf
Several smart home related stocks are down on this news this morning. Among movers: Resideo -7.4%, Arlo Technologies -8.7%, https://t.co/gjJxvSVo1P -3.8%, Johnson Controls -2.5%, Carrier Global -2.4%, Allegion-5.6%. 引用 @markgurman：NEW: Apple - in an unusual partnership with LG - is readying a Doorb
And everyone keeps saying someone else should hold the backstop risk 引用 @johnarnold：There's hope that the data center boom can help jumpstart nuclear, and it has with restarts and uprates of existing plants. The challenge for new builds, both for current and next-gen tech, is that no one can promis
Shanu Mathew转述，谷歌目标是每六个月将有效 token 服务能力翻倍，而非仅提升原始 GW、FLOPs 等指标。引用内容称，谷歌 AI 基础设施首席技术专家 Amin Vahdat 在 Transition-AI 2026 活动中谈到算力容量每六个月翻倍；原帖还提及 Training Data podcast 和“Training → Inference cascade”。
英伟达支持的 Project Southgate 去年 10 月公布计划，拟到 2028 年在澳大利亚部署最高 1.6GW AI 算力；一年后，已部署规模约为 42MW，CDC 开发合作关系结束。原文称，该项目规划利用可再生能源提供主权 AI 算力，并由 CDC 提供数据。
Also, this is extremely notable because Google has arguably taken one of the most flexible and 'all the above' options approach (they literally acquired a BTM developer that blends renewables + simple cycle gas for firming) and he is straight up telling you GRID PREFERENCE + BTM https://t.co/FVD36y0
And here it was explained, three and a half years earlier, why inflation remains unfixed, fiscal dominance is more in the news, and ultimately, nothing stops this train. 引用 @LynAldenContact：Most of the hawks don't take into account the fiscal-driven inflation situation or sovereign bond liquidity.
Is Brent becoming my latest ally on fiscal dominance? 引用 @SantiagoAuFund：Higher rates inject more money into the economy, that money gets allocated to equities, and the effects of passive management drive valuations higher.
美国副总统万斯在接受路透社采访时称，尽管伊朗不时袭击霍尔木兹海峡的商船，但伊朗基本上无法阻止石油通过该水道出口。
Good morning. Europe is facing higher government bond yields yet again. France, now the "high beta" economy yield-wise, is leading a regional rise that increasingly reflects a two-way dynamic with US Treasuries (albeit with varying sensitivities). #economy #bonds #yields #markets https://t.co/o1Vdac
Further to yesterday's chart of the US yield curve, this one from The Wall Street Journal details the one-month round trip in market expectations for an October Fed rate hike. Is a "hall of mirrors" feedback loop at play here, or is this simply correlation? #economy #markets https://t.co/CyGMp09vjn
为何说市场收益率不再继续向上飙升，估值压力就能缓解？最近几天美股走势也验证了上周这里https://t.co/W1rOfllyrR还有更早这里https://t.co/Qq6a9VrRwv聊到的：“现在的市场并不需要长债收益大跌，只需要稳定小幅回落，业绩没问题的就能起来。能稳住，市场也会缓缓。” 再详细聊聊这个逻辑： https://t.co/3EvTPwgKp1 引用 @qinbafrank：花旗10月5日发布的《全球股票季度展望：韧性还是自满？》核心其实是在回答一个很重要的问题：为什么在油价高位、全球重新进入加息周期、长端利率大幅上行、美国—伊朗冲突没有彻底解决、市场广度又明显恶化的情况
A big "thank you" to Wilfred Frost for the interesting conversation on the UK economy. #economy #uk #markets @WilfredFrost @SkyNews https://t.co/Owlm6Byc3X
Context to the escalating selloff in French bonds: more policy uncertainty lowers the actual debt threshold at which defaults become a more likely occurrence, according to this paper. 引用 @GonHuertas：When public debt grows, default risk can jump suddenly. Our new paper with @ojblanchard1 and @pmbru
Important note regarding Grok @Bot: Going forward, @SpaceX will use the best back end model for any given task, including Claude Opus 5.5, MidJourney, Suno and other leading APIs. Whatever is most likely to give you the best outcome.
台湾检方起诉10名公司高管，指控他们涉嫌向中国转售美国军用级芯片。涉事芯片来自Analog Devices和Texas Instruments，可用于多种军事装备；指控包括欺诈、伪造和金钱相关罪名。
Taiwan Op-Ed: Elon Musk would not be a good partner for TSMC because he is pro-China for business reasons and “extremely unfriendly to Taiwan”, one media says, adding that if TSMC worked on TeraFab, other clients would likely be unhappy because they don’t have joint venture fabs
UMC 9月销售额增长27.2%至新高新台币253.5亿元，媒体报道称第三季度销售额增长25.56%至新台币742.4亿元。第三季度销售额为历史第二高，并处于四年高位。
台湾芯片封装企业Winstek Semi和Sigurd Micro预计，AI相关需求将推动2027年销售强劲。Winstek Semi的2026年资本支出已增至原来的两倍以上；Sigurd高管表示，2026年资本支出可能增加。
These have all already showed up in the FCC database as well.
Yesterday, @SecScottBessent joined state and federal lawmakers at the Pennsylvania State Capitol to highlight the automatic enrollment of @TrumpAccounts and expanded access for American children. Secretary Bessent then joined @PAChamber for a fireside chat on the https://t.co/6xenZehRzw
The District of Columbia had the highest unemployment rate, 5.7 percent, in August 2026 https://t.co/Qzgc4PuZfu #BLSdata https://t.co/b5UToXkLi1
贝森特称，美国可通过经济增长和支出约束扭转债务轨迹，使债务占GDP比重开始下降，并表示这一变化可能很快发生。他还称美国第三季度经济增速明显高于3%，且这一增速可以持续。
今天币市小跳水其实UNI是先行信号，如果细看昨晚UNI就有点撑不住了。也是上周六10月3号推文聊到的，9月底到10月下旬银行准备金（美元流动性的核心）有一个收紧，11月之后慢慢回升，所以10月整体流动性都是偏紧的。 https://t.co/RQGgUmTXMu 引用 @qinbafrank：昨天大饼昨天画门，个人角度看核心原因还是流动性近期还是在收紧。上上周银行准备金在3.03万亿，上周降到2.96万亿，本周9月30之前的一周内每个工作日准备金余额的平均值2.94万亿，但是但到本周三收盘准备金余额突然降到2.88万亿美金，相当于当天又被抽走了600多亿美金，对应的财政部TGA账户余额也回升
A fifth straight week of gains for private payrolls which added an average of 23,750 jobs for four-weeks ending Sept 19 per @adpresearch https://t.co/JvHdjkEXbo
The United States’ trade deficit in goods and services increased to $105.6 billion in August. https://t.co/iabpVcJ3yV https://t.co/16wG9cB3CP https://t.co/tLG11OhGkZ
美国8月贸易逆差扩大至1056亿美元，高于1021亿美元的预估和上月的928亿美元，为“解放日”以来最大。进口增长4.3%，出口增长1.4%。
Vitol CEO said the oil market has gone through three distinctive phases, at this overlapping each other: 1) a crude crisis; 2) followed by a refined product crisis; and now 3) a shipping crisis. On the later, my @Opinion column from September 🚢⤵️https://t.co/F71hgrvkBg
花旗10月5日发布的《全球股票季度展望：韧性还是自满？》核心其实是在回答一个很重要的问题：为什么在油价高位、全球重新进入加息周期、长端利率大幅上行、美国—伊朗冲突没有彻底解决、市场广度又明显恶化的情况下，全球股票仍然接近历史高点？ 这是基本面真的比想象中强，还是市场已经对风险麻木？ https://t.co/F09KKLDSHg 引用 @qinbafrank：昨晚的美股债市总结下来就是一句话：弱非农把10月加息概率进一步压低，AI高beta继续主导市场，但债市给出的信号远没有股市乐观。这里的核心还是油价和长债收益率。 1、油价方面： 1）好的层面
no real need to splice and dice the data -- the deficit is on a train ride straight up right now. Heavy investment in an economy with a large fiscal deficit means importing capital from the rest of the world. Or put differently the US needs the world's imports to meet its
And manufacturing trade (not seasonally adjusted) tracks the trends in non-petrol trade -- 4/ https://t.co/xhaeFM37ig
The US trade deficit has soared in the last 2 months and is almost back at its "front-running' (of liberation day) levels -- annualized the non-petrol August goods deficit was $1.7 trillion or so 1/ https://t.co/JvMK3f2qKe
Kevin Warsh wants investors to watch the economy, not the Fed. But two of his deputies stepped in last week and the probability of an October rate hike fell to around 25% from 70% ahead of any major new data. Why weaning the markets off Fed signals is harder than it sounds https://t.co/nnaySWiPHC
Far-left presidential candidate Jean-Luc Mélenchon accuses the head of France's central bank of an “act of treason” a day after the central banker, Emmanuel Moulin, warned that the country risked being "strangled by interest rates" if it didn't address its public finances. 引用 @JLMelenchon：Le banqui
作者称，黄仁勋认为MRVL未来达到万亿美元市值的概率较高。引用内容称，MRVL宣布与谷歌于7月29日达成芯片产品开发协议，涵盖AI、存储和网络芯片领域，协议潜在总值为1200亿美元；MRVL还向谷歌发行最多可购买5897万股股票的认股权证，行权价格为每股206.58美元。协议签署后的第一年内，每季度将有136.0867万份认股权证股份归属。
Statistics on services supplied through affiliates of multinational enterprises are now available. https://t.co/CgtKCyhDLC https://t.co/Eyohy3bs8B
119BN of 3's 10's and 30's for sale over the next 3 days
CHICAGO There's just a handful of seats left for next week's show We have three total legends, including the return of @drwconvexity, founder oof @DRWTrading talking about the latest developments in compute markets. Get your tickets here --> https://t.co/uROQjqWyFR https://t.co/RfIGL3i96C
The cost of heating oil in Maine is up 80% from last year. https://t.co/0iD19D4PbG https://t.co/x9Lqt1vwmx