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。
European businesses are rapidly expanding their use of AI agents. More than half of the AI use among our EU enterprise and business customers now involves these tools, and the number of small business users has grown 8x across the region. Our latest Economic Research report https://t.co/m9LrrwNSo8
Build-A-Claw London ✅️ A visit from @JensenHuang ✅️ A very good day to have a raffle ticket ✅️ Thank you to everyone who stopped by! See you in the next city. https://t.co/WiJzEg7uY0
So many models launching this week! And we have one of our own coming...⌛️ https://t.co/s5Z9QZ984W
Cheers to the UK’s AI builders. 🇬🇧 Tonight in London, @JensenHuang announced new investments in @boltz_bio, @ForesightWorks, @hivergeai, @PrimaMente, and Riverlane. From new medicines to quantum computing, there’s plenty to build. https://t.co/NG0OhNfonM
Grok @Bot can detect scam emails 引用 @wmorrill3：An email from noreply@x.ai landed in my inbox, passed SPF, DKIM, DMARC, and had the blue check Something felt off, so I asked @bot to do a security review. It found a hidden phishing link, explained why every safety check passed, wrote a report to xA
Watch the full convo with @finkd, @alexandr_wang and @collision: https://t.co/AJ9GHXjB2d 引用 @collision：Cheeky Pint is back! Mark Zuckerberg @finkd and Alexandr Wang @alexandr_wang came to the pub to discuss their new frontier model, Muse Wonder. 00:00:24 Muse’s breakout use cases 00:07:28 The mod
Grok is the best conversational voice model in the world 引用 @SpaceXSI：Introducing Grok Voice 3.0, the world’s most intelligent speech-to-speech model. It excels at resolving customer calls, responds in under a second, and costs less than other frontier models. https://t.co/cfDRrkQPEc
AI developers are committing substantial cash to secure reliable power years before the capacity earns revenue. Utilities should use that willingness to finance new supply, with minimum payments and exit protections that leave the requesting customer responsible for the https://t.co/4ZYDrxKqF4
3Q26 CIO 调查显示，约45%的受访公司使用开放权重模型，这一比例预计三年后升至约90%。调查结果只表明受访公司对开放权重模型有明确兴趣，不代表独家使用或多数使用。
OpenAI 招募了一名负责基础设施和算力业务的 xAI 高管，Sachin 在任职一年后离开，并表示将在几周后开始新的事业，方向仍与算力有关。他称，过去一年已与合作伙伴在俄亥俄州、朴茨茅斯、佐治亚州、Trainium 等项目中落实了两位数 GW 的算力。
To emphasize, look at B200 indices on BBG for Compute Desk, Ornn, and Silicon Data. Apples to oranges as compute desk is 1-year reserved/committed pricing vs the other two are more levered to real-time recently struck rates or spot rates. Interesting the movement of each, though. https://t.co/2VY4yq
Mark Gurman 称，苹果正准备于 12 月在中国推出首批 Apple Intelligence 功能。该计划此前受多年监管审查影响，原文未提供具体功能或审批进展。 https://x.com/markgurman/status/2110459376846991620
Mark Gurman称，苹果高管对 Siri AI 短期内在中国推出缺乏乐观预期，但他认为更新后的 Apple Intelligence 最终会进入中国市场。
一则评论认为，Anthropic全部“有约束力”的基础设施相关承诺，预计对应2027年560亿美元、2028年860亿美元的算力支出。评论称，相比没有时间考量、也未区分固定付款与里程碑付款的5000亿美元总额，这一估算没那么令人担忧。
有谁还记得老马在9月底还说美光值1.2～2万亿甚至更高市值的公司。这两天老马先是整体给了存储一巴掌，然后今天再单独塞给美光一颗甜枣。 https://t.co/jbNd42GNkj 引用 @qinbafrank：也聊聊美光的财报，为何财报很爆股价波澜不惊？1、先看下财报要点： 1）财报依然很强劲，营收和利润规模已进入全新量级，毛利率达到传统半导体难以想象的水平，SCA+押金大幅提升业绩可见度。对下一季的指引也很乐观（营收、EPS大幅超预期）。 https://t.co/lI8XvLG9sg
Made with @Grok @Imagine 引用 @keepgoingAnnie：For those who didn't want the headache here is the same video, but removing the added effects so the light flashing isn't happening anymore or the harsh coloration. I hope this version is more enjoyable for those who share the same problem. Thanks for let
Make music videos easily with Grok @Bot 引用 @anabology：I made a Grok Bot that can use Suno, Midjourney, and Opus to make music videos "Claudia" (the Grok Bot) made this teaser autonomously with @imagine https://t.co/VcQYivuVYE https://t.co/XXZEIhYTt3
Grok @Bot can help with your taxes 引用 @jasonfreedman：I just gave my a Grokbot four years of past tax returns and financial files. Just a dump of folders and unlabled files. K-1s, 1099s, mortgage statements, HSA records, and every email with our CPA. 266 files. I just said, please double check m
European cities are using AI agents to support everyday operations, from managing energy use and maintenance in public buildings to improving services across the city. https://t.co/OWLlwYhBEE
From enterprise to Earthshot, the UK is building with NVIDIA. 🇬🇧 More computing power and open models are helping developers, researchers, and businesses bring AI into healthcare, banking, and public services. We’re also committing $250 million in computing access over five https://t.co/A5e7L55a
Grok @Bot can help with complex taxes 引用 @Texas_Twins_Dad：Grok Bot saved me more than $1,000 today. I had a very complex tax filing with overseas reporting. Complicated, expensive, and hard to find the right accountant. Grok Bot found and organized the necessary documents itself (emails and bank a
新加坡超过一半的报案犯罪使用了复杂的社会工程手段。 我们正与 @GovTechSG 合作，使用我们的开放模型 Gemma 构建端侧欺诈检测。 通过针对本地诈骗手法进行微调，它能实时识别威胁，同时不损害个人隐私 → https://t.co/VdCio2nrHC 原文： Over half of reported crimes in Singapore use sophisticated social engineering. With @GovTechSG, we’re building on-device fraud detection using our open model Ge
法国总统马克龙表示，英伟达将投资法国企业，并承诺支持法德发展欧洲开放研究的倡议。马克龙称，自“选择法国”（Choose France）以来，双方合作扩展至初创企业、大型工业企业、计算基础设施和研究，并共同强调开放、安全、服务于主权的人工智能。
作者结合摩根大通、高盛、花旗和富国三季度财报，从居民消费、企业信贷和AI融资三个角度梳理美国经济状况。摩根大通信用卡消费额增长10%，净核销率为1.27%；摩根大通、花旗和富国平均贷款分别同比增长10%、12%和11%。高盛称客户算力需求超过供给，为融资安排带来机会，同时会审慎承销并控制资本承诺；摩根大通称AI融资需求和项目储备仍活跃，交易节奏受估值和市场条件影响。
开源模型若能提供足够价值，推理服务商即使降低 token 价格，仍可在算力成本之上保留利差。被引评论提出，这种模式结构上可能利好算力需求，但短期可能压低算力价格；评论还提到 AI 实验室每 GW 收入可能最高。
这和往常一样是一串精彩的评论，但我主要的一个问题是：这在结构上会利好算力需求，但短期内利空算力价格，对吧？ 我猜如今 AI 实验室是每 GW 创造收入最多的。如果我以 Ant 作为 https://t.co/Ei2VtLpy9U 被引原文（@GavinSBaker）：1) 再试一次。 TLDR：每个人都能赢。开源、前沿实验室、基础设施、应用，最重要的是美国人民。 我理解所有关于 Anthropic 丢失份额、实际利率、利差和二阶导数的紧张情绪。仍然认为最可能的 https://t.co/PeSOvvC706 原文： This is a brilliant thread of comme
Kicking off Day 3 at #NABE2026 with @NelaRichardson discussing the shifting AI and talent paradigm focusing on how AI is shaping the demand for « tasks » — great collaboration between @ADP and @DigEconLab https://t.co/wv2MPndpST
当下的市场估值扩张已让位于EPS兑现 和强劲未来指引，而即将到来的三季度财报是当前市场最大的基本面变量，财报的核心意义在于验证AI盈利能否继续上修、抵消高利率与地缘压力，从而维持市场“韧性”。只要商业化和盈利指引能继续大超预期，AI主线就能持续。 多谢@Mercy_okx 引用 @Mercy_okx：财报明明“超预期”，股价却跌了。到底超的是谁的预期？ 梅西最近找了不少老师请教：接下来的美股财报季，到底该怎么看、怎么找机会？ 平时主要交易 BTC、ETH 的朋友，对资金、情绪和宏观都不陌生。但到了美股财报季，还需要看懂公司交出的这份成绩单。想找密码，先把这几件事弄清楚👇 1️⃣ h
微软上次财报到现在，前半段硬件涨很好，有人问我微软为何那么弱？我说财报后大涨横盘不回调已经很强了。 还是那个问题，持股没有耐心，看到别的板块涨，自己手里的不动就忍不住。现在硬件回调，手里拿硬件的可能又觉得软件香饽饽了。 引用 @TJ_Research：$MSFT 再有一个月就又要发财报了😀今年期待ATH
算上今天， 半导体一周跌了10%，MAG7涨1%，等权横盘 半导体过去一个月涨0.9%，MAG7涨6.6%，等权跌1.2%，银行板块跌10%，国防跌8% 半导体的特色就是波动大，从正常波动讲，银行和国防的跌幅可怕多了。 ASTRA, DOTS, MUSE, COPILOT。智能体落地刚刚开始 引用 @Talk666666：@TJ_Research 桃总明天出期视频吧😙今天soxx有点scary
做下半年展望时聊过，我认为EPS会大于PE的噪音（加息，模型公司上市，中期选举），几次直播里我也聊过其实我对于大体量公司连续上市非常敏感（通常都是市场的顶部信号），但我们所在的当下市场是前所未有的，大科技，千亿营收的公司增速仍然可以达到20%+，这是很夸张的。
Grok @Bot is like hiring a super smart employee 引用 @BrianRoemmele：As of tomorrow I will have brought 71 of my large clients to @Grok @Bot at their corporations. It has not failed to revolutionize each department across a wide spectrum of companies. Next week I hold a symposium for executives to ma
Barcelona showed up ready to build 🦞. The road to #NVIDIAGTC Berlin is officially underway. https://t.co/SumnDGk4WE
Let’s get building, Paris. 🦞 @JensenHuang stopped by Build-A-Claw, where developers and startups are getting hands-on with open models to build AI agents of their own. https://t.co/ipezGKUz0X
Here’s how you can try it: 🔵 Everyday users: In the @GeminiApp and AI Mode in Search for Google AI Pro and Ultra subscribers. 🔵 Developers: Gemini API paid tier, plus @Antigravity and @GoogleAIStudio for Google AI Ultra subscribers. 🔵 Scientists: Apply for the top usage tier https://t.co/4IH6A984
Gemini 4 Argon 现已全球可用。该模型面向从头到尾解决复杂问题，具备编码、企业工作流和网络防御方面的前沿能力。
New on our Engineering blog: Creating in-house source control. In May, we merged around 2,500 code changes per day. In September, we merged more than 30,000 per day. As a result, we became bottlenecked by developer infrastructure built for human (rather than agent) scale.
Customizing Vertical Voice Agents with ASR and LLM Fine-Tuning https://t.co/dBSfkUiKeX
An evening in Paris with Jensen and the founders, researchers, and partners shaping AI across France. 🇫🇷 https://t.co/ATi6RJLThD
Congrats! CEOs & execs posting to the public directly on 𝕏 is the best way to get your message out and drive product sales. Vastly more powerful and effective than a press release. 引用 @sundarpichai：Gemini 4 Argon is here. It’s available globally today for developers and enterprises in the paid