UKMTO reporting that a tug got double-tapped in Hormuz this morning.
UKMTO reporting that a tug got double-tapped in Hormuz this morning. A TUG! https://t.co/T2SAT7m81s
全部X
X（推特）上的财经、科技与宏观账号
X·宏观AI 评分1818 X·宏观AI 评分1919 Spoke with about Trump's Russian diesel deal.
Spoke with @WarOnTheRocks about Trump's Russian diesel deal. What it is, what it isn't, and how it fits into our historic crisis in middle distillates supply. https://t.co/dN8XwhCnVe
X·宏观AI 评分4646 FT：美国10万亿美元AI基础设施热潮因项目延误、公众反弹和投资者信心不稳显现裂痕
美国10万亿美元AI基础设施热潮因项目延误、公众反弹和投资者信心不稳显现裂痕。相关建设支撑着美国经济，当前面临重新评估。
X·宏观AI 评分3737 .: “Core inflation is down. Food is below the Fed’s targets. Prescription drugs have had the…
.@SecScottBessent: “Core inflation is down. Food is below the Fed’s targets. Prescription drugs have had the biggest decrease in history. Rents are down. This is an energy shock. We will get to the other side of the Iran conflict, and those prices will come down.” https://t.co/Xw8Vf8KW6y
X·宏观AI 评分00 “and then, kids, the President posted to Truth Social.”
“and then, kids, the President posted to Truth Social.” https://t.co/wUlwmzbJ26
X·宏观AI 评分4646 企业债收益率走高，最低评级债券收益率升至2022年以来最高
企业债市场的稳健表现曾给股票交易员带来安慰，但过去几周这一支撑有所减弱。企业债收益率逐步走高，尤其是信用状况较弱的公司；最低评级债券收益率已升至2022年以来最高水平。
X·grokAI 评分3737 CRWV的债券价格是不是被操控了？CUSIP21873SAK4就是CRWV最近收益率飙升到15%以上的那支2032年到期的企业债券，13号这支债券交易量1120万美金、14号超过5000万美金，再去看…
CRWV的债券价格是不是被操控了？CUSIP21873SAK4就是CRWV最近收益率飙升到15%以上的那支2032年到期的企业债券，13号这支债券交易量1120万美金、14号超过5000万美金，再去看看Crwv股票日交易量至少都是20亿美金以上。感觉影响债券价格比影响股市价格要更容易很多钱。 https://t.co/c5yFGbIc9V https://t.co/J7hKJ8vMqt 【被引推文】聊聊CRWV的真实压力以及对能都扛过此次危机？一周前觉得高Beta容易📉的其中一个原因是市场对债务的担心：博通给anthropic和openai担保了近千亿美金，spacex计划借债500亿美金
X·宏观AI 评分4949 UKMTO 今晨报告又发生三起袭击
UKMTO 今晨报告又发生三起袭击：两起发生在波斯湾，其中一起据报由一名乘坐小艇、持 RPG 的人员实施；另一起是小艇在也门南部海岸附近骚扰一艘 LNG 油轮。
X·宏观AI 评分2424 Nearly two-thirds of builders said immigration enforcement is affecting their labor force, up from…
Nearly two-thirds of builders said immigration enforcement is affecting their labor force, up from 23% in March and 13% a year ago, according to a September John Burns Research & Consulting survey. “We’re almost dead in the water because our workforce is gone,” said Scott
X·宏观AI 评分1313 Catch up on all the new #BLSdata and publications that came out this week!
Catch up on all the new #BLSdata and publications that came out this week! https://t.co/6g1gI9492s https://t.co/UyaVmNGTeD
X·grokAI 评分5252 伍德麦肯兹分析称美国数据中心表后天然气需求未来五年最多新增5 Bcf/d
伍德麦肯兹分析显示，未来五年美国数据中心表后天然气需求最多新增每日50亿立方英尺（5 Bcf/d）。McGuire 将其与约19–20 Bcf/d的现有LNG出口需求、约112–113 Bcf/d的近期美国天然气产量作比较，并称LNG和数据中心需求相对稳定，可能减少供暖需求急升时的灵活性。
X·宏观AI 评分4040 伊朗效仿索马里海盗手法：油轮在波斯湾遭小艇靠近并被火箭推进榴弹袭击
一艘油轮在波斯湾内、远离霍尔木兹海峡处遭袭；小艇靠近后，有人向船只发射火箭推进榴弹。
X·宏观AI 评分5858 卫星影像显示胡塞袭击后沙特延布和穆阿吉兹港仍有多艘油轮装载
Javier Blas称，10月16日15:29 GMT的Copernicus Sentinel 1 SAR影像显示，胡塞对相关区域发动弹道导弹袭击后，沙特延布和穆阿吉兹港仍有多艘油轮装载；沙特称袭击已被拦截。引用内容称，10月15日沙特波斯湾和红海码头装载了9艘VLCC及另外2艘Suezmax/Aframax原油船，总量超过2000万桶。
X·宏观AI 评分1717 Global economic activity has navigated higher costs impressively well via a combination of income…
Global economic activity has navigated higher costs impressively well via a combination of income growth, savings and inventory drawdowns, debt, efficiency gains, slower margin growth, and selective price pass-through. But the longer the inflation hit persists, the greater the https://t.co/aTeZuGkcl
X·宏观AI 评分4343 《纽约时报》：特朗普签署行政令，豁免俄罗斯适用国会上月通过的新制裁立法
特朗普于周五晚签署行政令，豁免俄罗斯适用国会上月通过的新制裁立法。该措施被描述为给俄罗斯总统普京提供经济支持；美国正转向俄罗斯寻求降低天然气价格的帮助。
X·grokAI 评分1717 《当代商业调查》（Survey）新刊：政府收入与支出：2026年第二季度
《当代商业调查》（Survey）新刊：政府收入与支出：2026年第二季度 https://t.co/rjTfXjQ9bA #SCB https://t.co/9fRJAhNwAM 原文： New in the Survey: Government Receipts and Expenditures: Second Quarter 2026 https://t.co/rjTfXjQ9bA #SCB https://t.co/9fRJAhNwAM
X·grokAI 评分4848 美国9月进口价格上涨1.1%，出口价格上涨2.2%
美国9月进口价格上涨1.1%，原因是非燃料价格上涨；出口价格上涨2.2%。
X·grokAI 评分4343 美封锁下伊朗原油或混入阿曼湾船对船转运，作者称仍非百分之百确定
作者称，长期怀疑至少部分伊朗原油混入阿曼湾船对船转运，并欢迎新增的报道细节。作者认为，美国封锁已使伊朗出口和产量大幅下滑，但并非百分之百。
X·宏观AI 评分2929 BUSINESS LEADERS SURVEY → Business activity in the New York-Northern New Jersey region’s service…
BUSINESS LEADERS SURVEY → Business activity in the New York-Northern New Jersey region’s service sector declined significantly in October. Employment was flat, and price increases remained widespread. Firms turned somewhat pessimistic about the outlook. Learn more: https://t.co/we32VREUAg
X·宏观AI 评分4949 美国9月工业生产总量增长0.7%，制造业、公共事业和采矿业均增长
美国9月工业生产总量增长0.7%，其中制造业增长0.3%、公共事业增长3.5%、采矿业增长0.2%；产能利用率为76.9%。
X·宏观AI 评分6363 El-Erian称美国9月工业生产增长0.7%，高于0.4%的一致预期
El-Erian称，美国9月工业生产增长0.7%，高于0.4%的一致预期。帖文还提到，前一天零售销售和劳动力市场数据表现强劲，当日9月进口价格涨幅高于预期。
X·宏观AI 评分4646 鲍曼、古尔斯比等美联储官员称降息暂无紧迫性，沃什回应市场指引
至少五名美联储官员在过去两周公开表示降息没有紧迫性；美联储主席凯文·沃什谈及向市场提供指引时称，“我们不做这类事”。引用内容称，鲍曼在 CPI 发布前表示需要时间观察经济变化；古尔斯比的发言未完整显示。
X·宏观AI 评分4444 AI相关进口激增推高进口价格压力，并传导至国内生产者和消费者通胀
AI相关进口激增带来更大的进口价格压力，并正传导至国内生产者和消费者通胀。
X·宏观AI 评分6262 美国9月进口价格环比上涨1.1%，同比通胀率为8.1%
美国9月进口价格环比上涨1.1%，其中燃料价格上涨4.8%，非燃料价格上涨0.7%。进口价格同比上涨8.1%，为2022年7月以来最快；非燃料进口价格同比上涨6.0%，为2022年4月以来最快。资本品进口价格同比上涨8.4%，原文称其增速为有记录以来最快，并称由AI带动。原文链接：https://x.com/GregDaco/status/2111087023461437622
X·宏观AI 评分5252 卫星图像显示沙特东西输油管道也在高负荷运行
Javier Blas称，延布和穆艾吉兹的卫星图像显示，沙特东西输油管道也在以很高负荷运行。利雅得方面此前称，该管道输送量接近每日600万桶。
X·宏观AI 评分6565 沙特10月15日装载超过2000万桶原油
沙特10月15日从波斯湾和红海码头装载超过2000万桶原油。根据Copernicus Sentinel-2卫星影像，当日装载船舶包括9艘VLCC，以及另外2艘Suezmax或Aframax。
X·宏观AI 评分22 I'm 37 today, which feels old but the past 7-8 months have felt like a dozen years so honestly…
I'm 37 today, which feels old but the past 7-8 months have felt like a dozen years so honestly pretty charitable in the scheme My only birthday request is that Friday does not Friday this particular Friday—looking forward to a calm day of oil market writeup-ing That'd be great https://t.co/voJvPz3
X·宏观AI 评分4242 美国9月进口价格环比上涨1.1%，出口价格环比上涨2.2%
9月进口价格环比上涨1.1%，前值为上涨0.5%，此前值从上涨0.7%下修。出口价格环比上涨2.2%，前值为上涨1.2%，此前值从上涨0.6%上修。
X·宏观AI 评分4343 9月工业生产环比增长0.7%，制造业生产增长0.3%
9月工业生产环比增长0.7%，高于预期的0.4%和前值的0.1%。制造业生产增长0.3%，符合预期的0.3%，前值为下降0.2%。
X·宏观AI 评分1818 Ukrainian attacks on Russian refineries did temporarily subside following the "Energy Truce"…
Ukrainian attacks on Russian refineries did temporarily subside following the "Energy Truce" announced by Trump bc Kyiv obviously wants Moscow to stop bombing Ukrainian power plants ahead of winter. But Moscow wasn't interested, so we're back—another refinery strike last night. https://t.co/ttEcbyv
X·宏观AI 评分1818 U.S. small-scale #solar generation has quadrupled in the last decade. #TodayInEnergy
U.S. small-scale #solar generation has quadrupled in the last decade. #TodayInEnergy https://t.co/HDgrIxpiFp https://t.co/kyYI9lk3i0
X·宏观AI 评分3838 Ukrainian attacks against Russian refineries/fuel facilities continue to re-ramp following the…
Ukrainian attacks against Russian refineries/fuel facilities continue to re-ramp following the early-week lull that followed Trump's "energy truce" announcement In fact, all else equal, Russian diesel US sanctions relief actually further bolsters Kyiv's case for said strikes. 引用 @yarotrof：Ukraine
X·宏观AI 评分1818 Brent crude launches back above $107/bbl
Brent crude launches back above $107/bbl Friday gonna Friday https://t.co/c19rV3K1gG
X·宏观AI 评分3232 Spoke with Bloomberg's about the perfect storm of factors—from exploding shipping rates to weak…
Spoke with Bloomberg's @roberttuttle about the perfect storm of factors—from exploding shipping rates to weak USGC fuel oil markets—currently standing between Canadian oil producers and their ability to take advantage of high global crude prices. Read: https://t.co/brDtmS3vmr https://t.co/OHm4ZUQu0
X·宏观AI 评分2626 Also getting the first real rally in crude timespreads we've seen this week.
Also getting the first real rally in crude timespreads we've seen this week. Feels like we're missing a headline here. 引用 @Rory_Johnston：Brent > $108
X·宏观AI 评分3333 Brent > $109
Brent > $109 Seeing as of yet **very unconfirmed** reports of thermal anomalies around Yanbu that folks are interpreting as evidence of either an attack on loading infra or the East-West Pipeline [again] Stress the unconfirmed nature of said report; waiting for real news. 引用 @Rory_Johnston：Also g
X·宏观AI 评分1414 LOL!
LOL! 引用 @DeItaone：TRUMP: KATIE ZACHARIA WILL STAY IN SOME FORM, BUT MAYBE ANOTHER FORM
X·宏观AI 评分1111 So, on that Yanbu/East-West Pipeline rumour confirmation...
So, on that Yanbu/East-West Pipeline rumour confirmation... https://t.co/CX9IZiwqty
X·宏观AI 评分5050 Dated Brent基准油价单日下跌约10美元/桶，北海现货溢价大幅回落
Dated Brent基准油价单日下跌约10美元/桶，北海现货溢价单日跌幅位居历史最大之列，或为史上最大。
X·宏观AI 评分1212 Asked ChatGPT if there was anything urgently relevant published over the past two hours to explain…
Asked ChatGPT if there was anything urgently relevant published over the past two hours to explain this crude spike and it was like ~ "huh, weird—feels like vibes"