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。
今天Lite创了新高，上周末聊Cohr会有补涨、昨天聊AAOI的ATM增发完成也会有一波行情。光互连板块这一波引领半导体产业链的大逻辑还是八月这篇文推文聊的逻辑，核心是数据中心建设的滞后效应的体现： CapEx公告 → 土建/电力（2025）→ 服务器部署（2026）→ 引用 @qinbafrank：从数据中心建设节奏说说为什么光互联现在进入了业绩爆发期？最早是7月下旬提到光互联业绩兑现空间也很好。8月4号还详细写了一篇看好光互连的逻辑、一周过去多光好像成为了共识。除了之之前聊到的逻辑，再从数据中心建设节奏的角度聊聊： 1、云厂商CapEx节奏与数据中心建设时间线
Speech by Vice Chair for Supervision Bowman on modernizing regulation and supervision @stlouisfed: https://t.co/TdHpdx4GjV Watch live: https://t.co/3uONmVD82z Learn more about Vice Chair for Supervision Bowman: https://t.co/tWe5lT3FDv
印度9月石油消费同比增长3.4%至1925.9万吨，达到当月最高需求水平。8月消费量由1860.6万吨下修至1854.5万吨；9月柴油消费同比增长5.6%至716.4万吨，汽油消费同比增长8.0%。
Welp. I'm short this thing for the next two months or so. https://t.co/ouflaEgKIc
华尔街有疫情一整套的交易走势应对逻辑，市场怕的是不确定性，比起鼠疫，美债的不确定性现在对市场来说更大，位置在几十年的未知领域 引用 @bobby79446955：@TJ_Research 怎么看鼠疫
A pullback in oil prices sent stocks to all-time highs, with Wall Street also buoyed by renewed enthusiasm about the artificial-intelligence trade that has powered the bull market. https://t.co/YWr3Vi8dP1 https://t.co/oC6gDrTLjg
$GOOG 收购 $CEG，不是在卖飞就是在卖飞的路上，等着 $VST 弥补我的损失！ 能源 = 电 = 数据中心 = TOKEN = 智力 = 营收
美国9月ISM服务业指数为54.9，下降0.5点。活动指数为56.5，下降5.2点；新订单为59.8，下降1.1点；就业为50.1，上升2.3点；积压订单为56.6，上升1点；通胀指数为74，上升1.4点，为2022年以来高位。原文将燃料、关税和利率列为成本因素。
秘鲁未允许恢复鳀鱼捕捞，行业协会预计全球鱼粉产量将在2026年降至十年低位。原文称鱼粉和鱼油价格处于纪录高位。
I am certainly expecting goods deficits of 5% of GDP or more and goods and services deficits of 4% of GDP or more for the remainder of the year. Momentum on import side is clear ... notwithstanding Trump's tariffs 3/3 https://t.co/JPaVCd4fUl
电脑及相关零部件进口年化规模约9000亿美元，占GDP略低于3%，较2024年占GDP的比例上升逾2个百分点。其余贸易部分的逆差仍小于2024年，关税实施前的抢进口造成的扭曲仍在消化。
To repeat an old line, in the battle between Trump's tariffs and conventional macroeconomics, conventional macroeconomics is currently winning. The August goods and services deficit was bigger than any deficit apart from those deficits associated with tariff front running 1/ https://t.co/MPrPSGOSh
The 2025-26 U.S. tariffs have renewed the question of how much of a tariff reaches consumers, and how quickly. In today's post, the authors trace tariffs through import, domestic producer, and retail prices for U.S. consumer goods. https://t.co/qKgJSPqQKq
30 percent of workers age 25 and over had been with employer 10 or more years, January 2026 https://t.co/SBhSrXhUBS #BLSdata https://t.co/GQj8NrvCT3
债券现在被极度挤压，波动率高，我不知道会不会有消息，什么时候有消息。但美股估值的SET UP，如果利率下跌，SPX再涨5%+我都不会感到意外，甚至估值有10%的上涨空间，把情绪面带到乐观，可能年底我又要喊降BETA了🤣🤣🤣一年一个轮回
纽约联储研究称，截至2026年2月，关税对商品价格通胀贡献2.9个百分点；若没有关税，商品价格会略有下降。研究估算，关税税率每提高1个百分点，约四分之一会在一年内体现于消费者价格。
EIA expects lower natural gas and propane heating costs this winter. #STEO 💻 https://t.co/B65OLrQr4J Register now for the Tuesday, October 13, NASEO webinar featuring our newest Winter Fuels Outlook. 💻 https://t.co/MLrOGdIjlW https://t.co/o3M5ARnLKB
Brad Setser认为，关税向消费价格的传导幅度低于其预期。文中称，每提高1个百分点关税税率，约四分之一会在一年内反映到消费价格；引用纽约联储数据称，截至2026年2月，关税使商品价格通胀增加2.9个百分点，若无关税，商品价格将略有下降。
The TIC (US capital flow) data is lagged and there isn't any number for August yet. The last strong print for Treasuries was in May; June and July were weak. But it sure looks like the world wants to finance San Francisco much than it wants to finance DC right now 2/2 https://t.co/yfjkrSBup4
The US is now running -- see the August data - a 4% of GDP goods and services trade deficit. How is that being financed -- strong foreign demand for US risk assets ... 1/2 https://t.co/NUsmoSJYRh
Excellent roundtable conversation alongside @Erica_Downs_ on China’s Hormuz response (Beijing Swing!) and what it has revealed to us about China’s vastly underappreciated [discretionary] oil market influence. Huge thanks to @reziemba for the invitation and to @CNASdc for hosting
I am more open to a European 301 than Mr. Lamy -but do want to better understand how a "“structural rebalancing instrument” would work. I have also been thinking about some kind of special safeguard tied to macroeconomic imbalances, which sounds similar EU wheels are moving
"the European Commission has no direct tool to respond to currency undervaluation and the European Central Bank does not treat trade-related currency misalignment as part of its role. So currency policy must also become part of Europe’s trade strategy" Pascal Lamy, in the
Rory Johnston称实物布伦特价差创历史新高，并将当前定价描述为危机交割定价。引用内容给出的 6/10/2026 Dated Brent 评估价为 $125.53/bbl，实物价差为 $19.105/bbl；作者表示，高昂的运输成本是部分原因，但这种价差也不会出现在疲弱或正常市场。
Will be framed for my wall of analytical humility. https://t.co/lf1QhIyovR
Gosh, $200/bbl oil? Who would ever put such an outrageous number out there... 😅 引用 @OilHeadlineNews：Vitol chief warns of tanker shortage and risk of $200-a-barrel oil Head of world’s largest independent oil trader says shipping squeeze is creating new bottleneck despite increased Gulf flows @sta
IS THE BOND MARKET PRICING IN A NEW GLOBAL HEGEMON? In the newsletter (inspired by our conversation with @CarolinPflueger) I wrote about the huge spread between US and Chinese sovereign borrowing costs, and what it might imply about a shifting balance of geopolitical power. https://t.co/koH2ow8LCn
Early in the war I wondered why we didn't see more ships risking the journey across Hormuz for big profits despite obvious danger Easily enough spread—early in the war Gulf oil prices were functionally negative—to pay for sky-high insurance & crew hazard pay Well, we got there: https://t.co/f8IwKE
今天的Tom Lee: “美股和比特币在涨说明市场认为债券利率上涨是短暂的”，什么时候狗尾巴摇狗了。照这个逻辑都形成闭环了：美股上涨说明利率上涨是短暂的，所以接下去如果利率下跌美股还能上涨，那到底谁是因，谁是果？ 不喜欢Tom https://t.co/ZepNcmpOGg
标普500指数今日升至历史新高，创下自8月13日以来首次纪录收盘，也是今年第28次纪录收盘。
They’re absolutely going to kick me out of this city https://t.co/bOyn9rUWOl
What bothers me about this Krugman piece is that he's still doing the "AI doesn't work" thing from the 2024 era progressive epistemic bubble. Progressives desperately need to update their understanding of what AI does. 引用 @Noahpinion：Paul Krugman says of AI: "This is a technology of, by and for o
Peter Harrell on the Franco-German proposals to strengthen Europe's response to the second China shock 引用 @petereharrell：Lets unpack the new Franco-German paper proposing fundamental changes to how the EU manages trade policy and which, if implemented, would mark the most significant change to EU-C
I kind of agree with the “Europe is a museum” line. But see @jackclarkSF’s main takeaway from The Curve https://t.co/uARsnADpVU 引用 @talmonsmith：very good newsletter from @TheStalwart as usual. but im still in the Larry Summers Camp over the medium term here despite the near term volatility: "Euro
Finally got to meet this @ArnabDatta321 guy in person. He’s pretty great, you should follow him. https://t.co/p1Az0Zrsan
Some telecom network problems don’t have a fix in the runbook. AI agents can investigate, compare fixes and test them in simulation. NVIDIA Nemotron helps agents reason through problems, while NVIDIA OpenShell controls what they can access and do. See how: https://t.co/19eWA7PQZ2
In our 2026 telecom AI survey: • 89% of respondents said open source models and software are important to their AI strategy. • 66% said their company is actively using AI, up from 49% last year. Read the report: https://t.co/qxRZ6dxG1O https://t.co/ak66W8E4Xs
Telcos need AI agents that understand their networks. We provide the full stack to turn open models into specialized agents while keeping operators in control. @ATT, @SoftBank and @Indosat are adopting open models for use cases like autonomous network operations and adapting https://t.co/1fxnyZaVA
Grok 4.7 is excellent at dealing with large code repositories 引用 @XFreeze：Grok 4.7 takes the TOP 3 spots on VulcanBench Frontier v4, outperforming Fable 5.1, Opus 5.5, GPT-6 Astra, GPT-6.1 Sol and other leading frontier models • Grok 4.7 xHigh - 93.15 • Grok 4.7 High - 92.71 • Grok 4.7 Medium - 92
With Spot, pharmaceutical manufacturers have been able to automate data collection and monitor critical environments. Get the whitepaper to see how Spot is adding value today, strategies for deployment, and expansion opportunities. https://t.co/Cw8Na8YmQH https://t.co/JOtXqCNGSj