I really enjoyed attending The Curve this past weekend. Good writeup here from Zvi about the event.
I really enjoyed attending The Curve this past weekend. Good writeup here from Zvi about the event. 引用 @TheZvi：https://t.co/71njtKE2gQ
#解读/复盘
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22 X·科技公司AI 评分00 Create interactive tools you can use right in the conversation, like a game or interactive budget…
Create interactive tools you can use right in the conversation, like a game or interactive budget planning calculator. https://t.co/7gwerFiaNu
X·科技公司AI 评分1818 Starlink beams are turned off over India, so the claim that they were used by anyone for any reason…
Starlink beams are turned off over India, so the claim that they were used by anyone for any reason is absolutely false https://t.co/y3R2L5JV7h 引用 @cb_doge：The claim that militants used Starlink in India makes no sense. Starlink satellite beams are turned off over India. With the beams off, no Sta
X·财经博主AI 评分6969 财经博主汇总 CEG 交易：增容 1.1GW、重启 835MW
财经博主称，CEG 相关交易及购电协议（PPA）涉及 1.1GW 增容和 835MW 重启，合计约 2GW此前尚未实现的无碳电力。引用内容称，Google 和 Constellation 已公布两项协议细节，合同容量合计 3.6GW；其中一项为 890MW 新核电容量的 20 年 PPA，涉及伊利诺伊州、宾夕法尼亚州和新泽西州六处场址的 11 台机组增容，预计首次增容在 2028 年进行。
X·财经博主AI 评分4545 Grok Bot 改用灵活模型部署，SpaceX 将按任务选择后端模型
Grok Bot 将采用灵活的模型部署方式。SpaceX 表示，今后会针对不同任务选用最合适的后端模型，包括 Claude Opus 5.5、MidJourney、Suno 等领先 API，以提供更好的结果。
X·财经博主AI 评分1818 A couple of months ago asked me to host their CEO Christophe Fouquet at the summit in Amsterdam. We…
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
X·宏观AI 评分1616 And here it was explained, three and a half years earlier, why inflation remains unfixed, fiscal…
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.
X·宏观AI 评分3838 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 再详细聊聊这个逻辑：
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
X·宏观AI 评分22 And manufacturing trade (not seasonally adjusted) tracks the trends in non-petrol trade --
And manufacturing trade (not seasonally adjusted) tracks the trends in non-petrol trade -- 4/ https://t.co/xhaeFM37ig
X·宏观AI 评分3737 Kevin Warsh wants investors to watch the economy, not the Fed.
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
X·宏观AI 评分1111 What bothers me about this Krugman piece is that he's still doing the "AI doesn't work" thing from…
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
X·宏观AI 评分1515 I kind of agree with the “Europe is a museum” line. But see ’s main takeaway from The Curve
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
X·财经博主AI 评分1010 I had no idea how brave everyone would get just a few years later.
I had no idea how brave everyone would get just a few years later. 引用 @ByrneHobart：Who will be brave enough to post the first GPT-3 edition of their blog/column/newsletter? Coolest version of this would be a piece in a prestige publication about how AI will never replace writers.
X·宏观AI 评分77 好采访，有时候看看VC的采访更能退后一步看市场和培养耐心
好采访，有时候看看VC的采访更能退后一步看市场和培养耐心 https://t.co/QYs7qcziyq
X·科技公司AI 评分1212 Watermarks have limits. They’re often undetectable, especially in short passages. Rewriting or…
Watermarks have limits. They’re often undetectable, especially in short passages. Rewriting or translating text can completely remove the watermark. That’s why, for now, only approved researchers will have access to our detector, so they can help us evaluate and improve the
X·宏观AI 评分22 in case anyone for a second believed this was my inside scoop on what Trump was going to announce
in case anyone for a second believed this was my inside scoop on what Trump was going to announce https://t.co/1VYRbxcAIY
X·宏观AI 评分2323 I did not realize it was controversial in some quarters that changes in the overall trade balance…
I did not realize it was controversial in some quarters that changes in the overall trade balance lead to changes in the composition of employment and output (and since sectoral employments tends to be concentrated, pronounced regional shifts) 2/2 https://t.co/vvW1Vq6FLS 引用 @Brad_Setser：A few com
X·宏观AI 评分1515 Wheels were spinning in Berlin, Brussels and Paris over the summer. Beijing didn't do itself any…
Wheels were spinning in Berlin, Brussels and Paris over the summer. Beijing didn't do itself any favors by rather flippantly dismissing European concerns even as China's surplus kept on rising 3/3 https://t.co/O340ESNPA9
X·宏观AI 评分1818 EPS压制PE的美股，献给还在刻舟求剑，疑惑利率上涨，英伟达没像22年那种下跌却破新高的各位。
EPS压制PE的美股，献给还在刻舟求剑，疑惑利率上涨，英伟达没像22年那种下跌却破新高的各位。
X·宏观AI 评分1616 Dr Setser citing Autor et al. on the "China shock": "People in those communities experienced bad…
Dr Setser citing Autor et al. on the "China shock": "People in those communities experienced bad job market outcomes, bad economic outcomes for many years. So that’s kind of the background. It changed a little bit how many economists think about the cost of trade." Dr Setser https://t.co/pQVmhnlJL
X·财经博主AI 评分33 Why be a hyper and have a supply chain of 100s or 1000s of employees when you just need one guy…
Why be a hyper and have a supply chain of 100s or 1000s of employees when you just need one guy with the right group chat access 引用 @NegativeAlp：If anyone has access to these turbine telegram chats can you please DM me? Are we really selling turbines in the secondary markets? This feels crazy
X·宏观AI 评分1414 COLUMN: Your oil columnist ditched his gasoline car and bought an EV.
COLUMN: Your oil columnist ditched his gasoline car and bought an EV. “The oil crises of 1973-1979 dramatically reduced the rate of global oil demand growth. Will the current shock do the same? It’s early days, but the parallels are striking.” @opinion https://t.co/tuxKIK9ZLb
X·宏观AI 评分6767 OKX与ICE合资公司计划向SEC申请代币化股票交易平台
OKX与ICE合资公司计划向SEC提交申请，提出建立代币化股票交易平台。作者称这是SEC代币化创新豁免政策框架下的首例申请，也是合资公司自6月正式成立后首次公布业务进展；成立时双方曾宣布将共同开发代币化证券等金融产品、机构级数字资产衍生品和24/7相关业务。
X·宏观AI 评分1111 看@jason_chen998和@PhyrexNi只是因为吐糟项目几句代币解锁就被取消了，已经跟明抢也差不多了。这也是之前一直在聊加密领域核心症结之一：项目团队权力很大、约束很小、作恶成本很低、道德风…
看@jason_chen998和@PhyrexNi只是因为吐糟项目几句代币解锁就被取消了，已经跟明抢也差不多了。这也是之前一直在聊加密领域核心症结之一：项目团队权力很大、约束很小、作恶成本很低、道德风险贼高。所以加密领域要进一步发展、不仅是创新和价值落地，还要对应的组织架构变化。去年A16Z呼吁用更优的激 https://t.co/CBhswZ2Emo 引用 @jason_chen998：刚才发现Opinion这个狗操的畜生项目方因为昨天发了一条吐槽他们的推文后，把我们几个所有骂过的投资者代币解锁全部终止了，只解锁了第1个月，后面全部取消直接不给了🤣这就是伟大的蛆块链，在股市如果你是一家公
X·宏观AI 评分2828 As we discussed on MacroTalk this week, the crude market has solved a lot of the supply problem…
As we discussed on MacroTalk this week, the crude market has solved a lot of the supply problem with high surcharges. How its working in detail free on the blog app this week: https://t.co/G2YelbKO66 引用 @BobEUnlimited：Expensive Supply Surging flows through Hormuz via high risk ship-to-ship transfe
X·宏观AI 评分1414 Spoke with CBC this morning about the latest developments in the the Strait of Hormuz, the broader…
Spoke with CBC this morning about the latest developments in the the Strait of Hormuz, the broader oil market, and what it means for you and your wallet at the pump. Watch: https://t.co/tKBahkwVUf
X·财经博主AI 评分1717 Scraped together via GPT & Claude and scanned for a few of the folks I was thinking of. Just open…
Scraped together via GPT & Claude and scanned for a few of the folks I was thinking of. Just open up LinkedIn and you’ll see plenty of announcements. Notable hyperscaler talent moves, Oct 2023–Oct 2026 generally NEOCLOUDS CoreWeave • Mar 2024: Nitin Agrawal, Google Cloud VP
X·财经博主AI 评分5757 JERA、Dell与RHAELM宣布在日本建设400MW数据中心园区的MOU
Shanu Mathew称，JERA、Dell与RHAELM宣布一项在日本建设400MW数据中心园区的MOU；Apollo的融资角色被描述为意向。400MW约相当于日本约1.8GW在运营数据中心市场按名义MW计算规模的五分之一，尚未扣除设施开销。正文提到3–4GW的规划规模和1400亿美元的总资本支出目标，但原文在“roughly 8–10”处截断。
X·财经博主AI 评分99 I think the reason people love Opus 5.5/GPT 6 Astra/Sol 6.1 is that they are both insanely…
I think the reason people love Opus 5.5/GPT 6 Astra/Sol 6.1 is that they are both insanely intelligent but also token efficient + fast. Prior iterations of models thought for a really long time and you got a quality answer but felt more like 'consult with this model' when
X·财经博主AI 评分99 You literally could open this app and see 100 of these
You literally could open this app and see 100 of these “The market is asleep at the wheel. I’ve found the next HUGE AI bottleneck. Follow me for more posts like this” *stock up 5,000% in the last 6 months already* **half the time it was literally just pitching nvidia again** 引用 @ParadisLabs：I'm p
X·财经博主AI 评分33 One fun thing about reading old finance books is that they’ll talk about how shocking some number…
One fun thing about reading old finance books is that they’ll talk about how shocking some number was when we’ve since blown past it. For example, here’s a book that came out on Tuesday: https://t.co/1xy8FDlqtf
X·宏观AI 评分11 They could be compatible if it turned out that the best/fastest way to build a successful business…
They could be compatible if it turned out that the best/fastest way to build a successful business product is to assemble a bunch of people who share the same idiosyncratic or interests. 引用 @yudhanjaya：I genuinely don't get Anthropic. It seems like every other day they're loudly puzzling over the e
X·财经博主AI 评分1616 我对评论区一天涨跌就喊某某不行的行为非常嗤之以鼻，炒股从来不是每天猜涨跌，而是一个长期的过程，并且上涨路上永远是伴随下跌的，你看的短，跌了就嘲笑某某垃圾，只能暴露你的水平还处在🐸🐸🐸水平…今天跌了，过…
我对评论区一天涨跌就喊某某不行的行为非常嗤之以鼻，炒股从来不是每天猜涨跌，而是一个长期的过程，并且上涨路上永远是伴随下跌的，你看的短，跌了就嘲笑某某垃圾，只能暴露你的水平还处在🐸🐸🐸水平…今天跌了，过两天涨了，那到底是垃圾还是不垃圾呢？以这种思路评价股票的话，那你会发现每一只股票
X·财经博主AI 评分99 达利雷生我吃了3次能安稳的睡8h以上后面换了缓释褪黑素，现在不用任何药物能做到7h左右睡眠现在缓释褪黑素也不用了除非倒时差。
达利雷生我吃了3次能安稳的睡8h以上后面换了缓释褪黑素，现在不用任何药物能做到7h左右睡眠现在缓释褪黑素也不用了除非倒时差。 我现在随身携带口腔喷雾褪黑素，旅游或者换酒店不习惯喷，中途醒来睡不着了喷，能睡着比啥都强。 如果是因为仓位原因，单子太大压力或者浮盈太高兴奋这个大家都会出现。 https://t.co/vEklVvoa1i 引用 @WallStreet0Name：你们有没有吃过达利雷生和达卫可这两个安眠药？ 我晚上可以很容易入睡，长时间半夜四五点经常有大行情，一醒就睡不着了，我看别人说这两个安眠药主要是维持睡眠，中间就不会醒了，你们谁吃过啊？
X·财经博主AI 评分44 商务局：能带来合作机会的，要去。
商务局：能带来合作机会的，要去。
X·财经博主AI 评分33 和解局：冤家宜解不宜结，要去。
和解局：冤家宜解不宜结，要去。
X·财经博主AI 评分1818 【A股盘前】 2026年10月3日
【A股盘前】 2026年10月3日 ======================================== 数据窗口：9月28日~9月30日（近3个交易日） 一、今日结论 环境分：38分，只观察，不给买点。
X·财经博主AI 评分99 对中国政治地理懂的人不多。
对中国政治地理懂的人不多。 现代中国，政治地理，东南，有自己的出海通道，离心是比较容易的，但是，因为人种原因，有北向的精神需求，再加上那个岛，岛变成了它的外围锁，反而外向没了出路，反之岛连不上珠三角的势和力，没有什么离心能力。
X·财经博主AI 评分1616 一、不要小瞧教授和博士团队 硅谷革命依托的都是他们。
一、不要小瞧教授和博士团队 硅谷革命依托的都是他们。 来自1991年在南加州创立的Broadcom。两位创始人Henry Samueli和Henry 引用 @LinQingV：《博通往事》开篇 · 杠杆上长出来的帝国