42只AI股票与标普500市场表现的分化
42只AI股票自2024年1月以来贡献了标普成分股盈利增长、股价回报和资本支出的60%-80%。与此同时，60%的标普500成分股下跌20%或更多。
#生成式AI及基础设施
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·财经博主AI 评分4444 X·财经博主AI 评分2929 "AI accounts for the only positive trend in US construction spending, having risen by 38% since…
"AI accounts for the only positive trend in US construction spending, having risen by 38% since January 2024. Unfortunately the other three main categories are down since then (manufacturing -28%, commercial real estate -13% and residential -6%). That’s why the decline in planned https://t.co/9qvQpt
X·科技公司AI 评分66 Using Grok is like hiring a super smart, hard-working person for peanuts
Using Grok @Bot is like hiring a super smart, hard-working person for peanuts 引用 @B_doong2daddy：First month I paid $200 Cursor Ultra just to try Grok Bot. I said to myself.. it's okay even I don't find it worth it, I will still learn something. I learned so much since I started Grok Bot + Cursor. I
X·宏观AI 评分88 Tensor10 (see what I did there having added AMD) chart/table
Tensor10 (see what I did there having added AMD) chart/table https://t.co/JidNwVlRhK
X·宏观AI 评分1818 One Big Bet US stocks have held up in the face of surging bond yields, corporate spreads, and…
One Big Bet US stocks have held up in the face of surging bond yields, corporate spreads, and higher oil prices. The AI mania is the only thing left supporting the market. https://t.co/IYnRYJhBLq https://t.co/QXkeGEyneI
X·宏观AI 评分1717 It seems like the history of AI is basically a series of one technique augmenting an older…
It seems like the history of AI is basically a series of one technique augmenting an older technique, and then just dropping the older technique altogether. So does that eventually mean we can just have RL and no need for an original pre-training run? 引用 @not_ellington：It really does seem pre-train
X·科技公司AI 评分1717 Starlink will be of great help to areas of India that have bad or no Internet and even no mobile…
Starlink will be of great help to areas of India that have bad or no Internet and even no mobile coverage. No country has perfect coverage, including America, but Starlink can fill in the coverage gaps for those who most need it. 引用 @nitinmeshram_：In my village, there has been no mobile network c
X·科技公司AI 评分1313 How H-Company Optimizes VLM Serving for Computer Use Agents With NVIDIA Dynamo
How H-Company Optimizes VLM Serving for Computer Use Agents With NVIDIA Dynamo https://t.co/gixR8bJLTj
X·宏观AI 评分1717 There is little consensus on the effect of AI adoption on employment. In today's post, the authors…
There is little consensus on the effect of AI adoption on employment. In today's post, the authors study this topic for U.S. small businesses using data from the 2025 Small Business Credit Survey to examine the 12-month forward employment & revenue expectations of AI users.
X·宏观AI 评分3838 If SpaceX ($SPCX) was in the $SPX now, AI-related stocks would be 51% of the index.
If SpaceX ($SPCX) was in the $SPX now, AI-related stocks would be 51% of the index. With Anthropic and OpenAI coming public, add them to the $SPX in 2027 and AI would be ~55% of the $SPX. The last time a single theme was >50% of the $SPX was the railroads in the 19th century. 引用 @AlexMalitas：AI-
X·宏观AI 评分2424 The Trump administration said Thursday that it would suspend an immigration program for multiple…
The Trump administration said Thursday that it would suspend an immigration program for multiple tech firms, including Microsoft, alleging widespread abuse of a worker visa system https://t.co/9uAsxGpVLZ
X·宏观AI 评分88 If something has been proven, but nobody knows what the proof is (in language that humans can…
If something has been proven, but nobody knows what the proof is (in language that humans can understand), maybe that becomes the job of mathematicians. Though I suppose the bitter lesson is that eventually, AI also gets better than humans at translating the outputs of AI. 引用 @ValerioCapraro：BREAKI
X·宏观AI 评分4747 沃勒从呼吁给通胀降温更多时间转为暗示可能进一步加息
沃勒从几周前呼吁“给通胀降温一个机会”，转为暗示可能进一步加息。他将此归因于能源价格上涨、AI建设规模扩大和更多关税。
X·宏观AI 评分5353 FT 关于 OpenAI 营收低于最初报道的报道引发甲骨文股价跌超 5%
Lisa Abramowicz 表示，FT 一篇关于 OpenAI 营收低于最初报道的报道，促使甲骨文股价下跌超过 5%。她还称，英伟达和 AMD 至微软的损失扩大，并将此作为科技行业对 OpenAI 和 Anthropic 敞口较大的迹象。原文链接：https://x.com/lisaabramowicz1/status/2108242872470319492
X·宏观AI 评分2121 Many nasty replies to my piece yesterday on flatlining model revenue b/c they were highly confident…
Many nasty replies to my piece yesterday on flatlining model revenue b/c they were highly confident OpenAI ARR surged to 70bln based based on an unsourced leak. Lots mocking the use of @tickerplus as an estimate. Turns it was... 50bln. smh https://t.co/MQWQAAMi79 https://t.co/X47HrfOpom 引用 @BobEU
X·宏观AI 评分3333 FT: OpenAI ARR比先前市场预估的少了200亿，市场下跌
FT: OpenAI ARR比先前市场预估的少了200亿，市场下跌 这种新闻怎么理解？ 1. 首先ARR不是营收，你可以拿1个月去年化，1周去年化，或者1天去年化，除非内部改标准（比如上年用1个月年化，今年用1天年化），那就是很严重的欺诈，不然只要标准一样没问题，看的是同比增速。当然上市后有监管的衡量方法 2.
X·宏观AI 评分1717 过去2个月，AGENT都开始铺开了，微软，谷歌，ASTRA，MUSE，别被OAI的消息吓跑了，看到了利率下跌，IWM反弹，黄金反弹，但和OAI应该相关性没有那么强。根据自己的认知平衡一下仓位。价值股低…
过去2个月，AGENT都开始铺开了，微软，谷歌，ASTRA，MUSE，别被OAI的消息吓跑了，看到了利率下跌，IWM反弹，黄金反弹，但和OAI应该相关性没有那么强。根据自己的认知平衡一下仓位。价值股低迷一些，SET UP好
X·宏观AI 评分1919 At current growth rates, it'll take until 2045 for OpenAI+Anthropic *together* to reach 1tln in ARR.
At current growth rates, it'll take until 2045 for OpenAI+Anthropic *together* to reach 1tln in ARR.
X·宏观AI 评分1414 I've seen some people say that the math solutions are just pre-IPO "hype." Maybe that's true in the…
I've seen some people say that the math solutions are just pre-IPO "hype." Maybe that's true in the sense that they're a signal to investors that in a lot of industries, OpenAI will be in a position to capture some of the really big gains from this technology.
X·宏观AI 评分1212 Theoretical math is largely just an intellectual pursuit.
Theoretical math is largely just an intellectual pursuit. But there's a lot of money to be made in areas like pharma or chip design. And it may make sense for OAI and Anth to get out of the token-selling business and just beat everyone else to commercially viable breakthroughs.
X·宏观AI 评分1818 THE REAL IMPLICATION OF THE AI MATH BREAKTHROUGHS
THE REAL IMPLICATION OF THE AI MATH BREAKTHROUGHS I wrote about an element of AI that needs to get more discussion. The best public models will always be far behind what the labs can work with internally. Think about what this means for intelligence-intensive industries. https://t.co/CjZYvil3SQ
X·宏观AI 评分1919 Expired: AI will take your job.
Expired: AI will take your job. Tired: A human working with AI will take your job. Wired: A human working with an unreleased model at an AI company will take your job. 引用 @TheStalwart：THE REAL IMPLICATION OF THE AI MATH BREAKTHROUGHS I wrote about an element of AI that needs to get more discussi
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·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·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66 It’s going to be absolutely fascinating to see what Apple does here.
It’s going to be absolutely fascinating to see what Apple does here. 引用 @theblaze：Trump says anyone using the term “Artificial Intelligence” instead of calling it Super Intelligence is “THE ENEMY!” https://t.co/gdokou57if
X·宏观AI 评分1414 三个大事件和一个趋势，让X平台在政治、地缘、科技AI和金融这些高度重视时效的领域，越来越成为全球范围内的信息中心，也越来越成为全球最有影响力的社交媒体平台（没有之一）。三个大事件：24年美国总统大选、…
三个大事件和一个趋势，让X平台在政治、地缘、科技AI和金融这些高度重视时效的领域，越来越成为全球范围内的信息中心，也越来越成为全球最有影响力的社交媒体平台（没有之一）。三个大事件：24年美国总统大选、25年关税战、26年伊朗战争（伊朗最高领袖、总统、议长、外长都启用X账号发声）； https://t.co/PK6ERauCQS 引用 @qinbafrank：这个功能太实用了，Grok https://t.co/9hfMbsT6NU