沙特宣布扩建绕过霍尔木兹海峡的东西向输油管道
沙特宣布计划扩建绕过霍尔木兹海峡的关键东西向输油管道。该管道名义输送能力为 700 万桶/日，目前可能约为 600 万桶/日；此前一次袭击摧毁了一座泵站。
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X（推特）上的财经、科技与宏观账号
X·宏观AI 评分5050 X·宏观AI 评分1616 Summer 2007 when the math was pretty clear that the credit losses were going to be in the trillions.
Summer 2007 when the math was pretty clear that the credit losses were going to be in the trillions. https://t.co/KzNYHtBczw https://t.co/X1BVMQ1hdU https://t.co/QqGudCeERV 引用 @riqsz5：For those who were adults during the 2008 financial crisis, what was your holy crap, the economy is actually crash
X·宏观AI 评分2626 Hammack adds that Fed should act and markets react — encouraging to see rise in yields contributing…
Hammack adds that Fed should act and markets react — encouraging to see rise in yields contributing to tighter policy stance, but stresses this is a function of Fed actions and signaling.
X·宏观AI 评分3737 Hammack speaks about accountability and information in Fed providing forecasts — « but I’m not…
Hammack speaks about accountability and information in Fed providing forecasts — « but I’m not invested in SEP being right » She offers connecting the dots with economic forecasts to have a better understanding of individual reaction functions https://t.co/K61fi3nqKH
X·宏观AI 评分1515 It'll be interesting to see who does/doesn't show up at the Future Investment Initiative conference…
It'll be interesting to see who does/doesn't show up at the Future Investment Initiative conference in Riyadh later this month. https://t.co/SlujHF3KIY https://t.co/8c8MdKYEC9
X·宏观AI 评分5151 UKMTO报告霍尔木兹海峡当天又发生四起延迟报告的袭击
UKMTO报告当天又有四起霍尔木兹海峡袭击事件被延迟报告。原文附有链接：https://t.co/bo7pnZtMVx
X·宏观AI 评分1212 Good morning.
Good morning. Where do G-7 sovereign yields stand entering the new week? Here’s the 10-year government debt lineup from the WSJ. #economy #markets #bonds #yields https://t.co/JSRcursLeG
X·宏观AI 评分00 Much bigger and faster than the jump in Japan's exports in the 70s for example ...
Much bigger and faster than the jump in Japan's exports in the 70s for example ...
X·宏观AI 评分7070 Brad Setser称中国汽车出口今年加速增长，推动欧盟改变贸易范式
Brad Setser称，中国汽车出口今年在高基数上加速增长，是欧盟改变贸易范式的重要原因。引用的路透数据称，9月乘用车销量同比下降28.1%至163万辆，汽车出口同比增长73.2%至92.3万辆；8月对应变化分别为下降23.7%和增长77.5%。
X·宏观AI 评分3636 "The word fear doesn't exist in the Saudi dictionary" -- Saudi oil minister Prince Abdulaziz bin…
"The word fear doesn't exist in the Saudi dictionary" -- Saudi oil minister Prince Abdulaziz bin Salman at the opening of the World Petroleum Congress in Riyadh today.
X·宏观AI 评分1616 While Chinese exports of machinery, electronics and cars are set to almost double over the last 6…
While Chinese exports of machinery, electronics and cars are set to almost double over the last 6 years ... No wonder container traffic is so unbalanced ... 3/3 https://t.co/m9a1k3xnww
X·宏观AI 评分1818 European exports of machinery, electronics and cars to China weigh about half as much as they did 6…
European exports of machinery, electronics and cars to China weigh about half as much as they did 6 years ago ... 2/3 https://t.co/y9hI8yZvfE
X·宏观AI 评分3434 A different way of looking at trade --
A different way of looking at trade -- trade in kilos Europe now imports (by weight) more machinery, electronics and cars from China than from the rest of the world combined 1/3 https://t.co/K8umSBNnvj
X·宏观AI 评分4646 顺带一提，欧盟证明从中国进口有机化学品激增不会太难
欧盟从中国进口有机化学品的重量大幅上升，甚至高于俄罗斯入侵后的时期。按重量看，欧洲目前从中国进口的机械、电子产品和汽车，超过从世界其他地区进口的总和。
X·宏观AI 评分6262 美国能源部长称中东（不含伊朗）原油流量恢复至战前的80%–90%
美国能源部长Chris Wright称，中东（不含伊朗）原油流量已恢复至战前水平的80%–90%，波斯湾成品油流量则仅恢复至战前的25%–30%。他表示，这一原油流量水平尚不足以令美方放心，但使当前价格处于可行、合理的水平。
X·宏观AI 评分3333 US economic data have increasingly been disappointing analyst expectations, with the Bloomberg US…
US economic data have increasingly been disappointing analyst expectations, with the Bloomberg US economic surprise index turning negative in the past few weeks. This is edifying concerns that consumers will soon run out of steam to keep spending as much as prices keep rising. https://t.co/Ehiz8hI2f
X·宏观AI 评分1818 汽油价格与选票，此次中期选举民主党一定会横扫么？高盛这张图将民主党通用选票领先优势与美国平均零售汽油价格叠加对比：民主党的领先优势在伊朗战争爆发导致汽油价格飙升后逐步扩大，两组数据近期朝同一方向运动。…
汽油价格与选票，此次中期选举民主党一定会横扫么？高盛这张图将民主党通用选票领先优势与美国平均零售汽油价格叠加对比：民主党的领先优势在伊朗战争爆发导致汽油价格飙升后逐步扩大，两组数据近期朝同一方向运动。而且油价还稍稍有点领先信号的意思。 https://t.co/CnlS7DwoBo 引用 @qinbafrank：近期的美股就是在被不断调教： 1）昨天盘前报道说美军已经做好准备川普要在中期选举前升级再动手，盘前油价上行长债收益率也上行，市场都在跌。 然后盘中川普说“正在跟伊朗讨论，我们不会在11月3日美国中期选举之前的任何时候攻击伊朗”，情绪开始缓解；
X·宏观AI 评分2121 Lol Trump’s deal wasn’t even an energy ceasefire proper, it was a “refinery-for-refinery” proposal.
Lol Trump’s deal wasn’t even an energy ceasefire proper, it was a “refinery-for-refinery” proposal. Only problem: Ukraine only has one damaged refinery that matters little Russia has upward of 36 oil refineries constituting the world’s third largest refinery fleet by capacity https://t.co/GpODaZ
X·宏观AI 评分44 Guess all those explosions are bearish for crude prices.
Guess all those explosions are bearish for crude prices. https://t.co/6tDa0MtJXk
X·宏观AI 评分1616 Regarding Hormuz transit figures and directional certainty:
Regarding Hormuz transit figures and directional certainty: We have up to date numbers/estimates for, say, yesterday; we just know that they are likely understated. Dark transits are typically identified with a lag, so the count revisions drift higher over time. As of right
X·宏观AI 评分3636 BREAKING: US President Donald Trump claims that both Russia and Ukraine have agreed to an "energy…
BREAKING: US President Donald Trump claims that both Russia and Ukraine have agreed to an "energy truce" (note this is the 2nd time Trump has made a similar announcement, although this time it comes after a Russia-US diesel on diesel) https://t.co/WMF4kA7e6P
X·宏观AI 评分2626 Trump claims both Ukraine and Russia have agreed to an “energy ceasefire”
Trump claims both Ukraine and Russia have agreed to an “energy ceasefire” Now where have I heard that before? https://t.co/moM0P4XgOa
X·宏观AI 评分2020 What does a Fed hawk listen for on a factory floor?
What does a Fed hawk listen for on a factory floor? At industrial-hardware maker Jergens in Cleveland, Beth Hammack heard that price has fallen to third in importance on customers' lists, behind quality and speed.
X·宏观AI 评分5050 国际能源署署长法提赫·比罗尔呼吁成员国考虑进一步释放柴油储备
国际能源署署长法提赫·比罗尔在10月15日会议前，敦促成员国考虑从战略石油储备中进一步释放柴油。原文未说明拟释放的数量或具体执行安排。
X·宏观AI 评分2525 A month ago (Sept 14), Trump did the same thing, randomly announcing a ceasefire that neither side…
A month ago (Sept 14), Trump did the same thing, randomly announcing a ceasefire that neither side knew anything about. Hours later, energy facilities were hit. https://t.co/HReERokTwE 引用 @DeItaone：ZELENSKIY SAYS TRUMP'S CEASEFIRE ANNOUNCEMENT WAS NEWS FOR HIM -AXIOS ZELENSKIY SAYS IF RUSSIANS AG
X·宏观AI 评分6262 泽连斯基与加拿大、芬兰领导人及北约秘书长讨论特朗普宣布的能源停火
泽连斯基称，他与加拿大总理卡尼、芬兰总统斯图布及北约秘书长吕特讨论了特朗普宣布的能源停火，乌克兰支持停火，并表示俄罗斯也应支持。乌方正在等待美方提供细节；原作者补充称，泽连斯基没有与特朗普本人讨论此事，并提出俄罗斯进一步施压时乌方是否会减少对能源设施的打击仍是问题。
X·宏观AI 评分2929 Moscow’s pledge to stop hitting Ukrainian energy assets carried the same weight as its boosted…
Moscow’s pledge to stop hitting Ukrainian energy assets carried the same weight as its boosted diesel exports commitment. 引用 @FirstSquawk：RUSSIA HIT KHARKIV’S MAIN POWER PLANT HOURS AFTER TRUMP ANNOUNCED AN ‘ENERGY CEASEFIRE’, WITH ZELENSKY CONFIRMING THE HIT ON CHP-5 — A MAJOR HEAT-AND-POWER FACIL
X·宏观AI 评分5050 特朗普威胁若基辅不停止袭击俄炼油厂，将终止Purl
特朗普威胁称，如果基辅不停止袭击俄罗斯炼油厂，就将终止Purl。Purl是由北约管理、基辅的盟友购买美国制造武器并供应给乌克兰的计划。
X·宏观AI 评分3939 1/5 The S&P 500 increasingly looks like two stock markets: AI-related companies and everybody else.
1/5 The S&P 500 increasingly looks like two stock markets: AI-related companies and everybody else. 41 AI-related companies we track accounted for 48.68% of the S&P 500's combined market capitalization. The remaining companies accounted for 51.32%. https://t.co/owS3WGJiom
X·宏观AI 评分3737 US threatens to block arms for Ukraine over attacks on Russian refineries
https://t.co/Wso4U7pWv4 US threatens to block arms for Ukraine over attacks on Russian refineries
X·宏观AI 评分1616 Hurricane Isaias made landfall near Destin, Florida, sparing the US refining capacity of a direct…
Hurricane Isaias made landfall near Destin, Florida, sparing the US refining capacity of a direct hit. The main refineries alongside his path were >150km away in Mobile (AL) and Pascagoula (MS). Refined fuel production (and offshore crude production) should recover quickly. 引用 @JavierBlas：The first
X·宏观AI 评分1414 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/aWoAAD8ikp https://t.co/iBGqPqsMQt
X·宏观AI 评分3131 folks on here argued that following Moscow’s diesel pledge yesterday that Ukraine would be forced…
folks on here argued that following Moscow’s diesel pledge yesterday that Ukraine would be forced to stop its attacks on Russian refineries because it would somehow more explicitly tie them to US energy security. not sure Kyiv really cares or is receptive to this type of whining 引用 @DeItaone：TRUMP
X·宏观AI 评分5757 Brad Setser称中国汽车年销量预计低于2000万辆，出口增长难抵国内销量减少
Brad Setser称，中国汽车年销量预计将低于2000万辆，国内销量减少500万辆左右，出口增长不足以抵消。帖文称去年秋季的激励措施推高了销量，并将今年的回落描述为较为剧烈；引用的 @business 数据显示，中国乘用车9月零售销量同比下降24%，新能源汽车销量下降12%。
X·宏观AI 评分6767 Brad Setser称中欧协议将中国混合动力汽车对欧年出口配额设为40万辆
Brad Setser认为，对中欧协议的概述较准确：中国混合动力汽车对欧年出口配额为40万辆，高于2025年约30万辆的出口量，但低于预计2026年的80万辆。作者称，配额加上现有纯电动汽车出口，意味着对欧出口接近100万辆；纯电动汽车适用反补贴税，但不受配额限制。
X·宏观AI 评分2020 Worth remembering that to capture trade in gold you need to look at bars (metal shapes technically…
Worth remembering that to capture trade in gold you need to look at bars (metal shapes technically ...) as well as the gold line item. The US imported a ton of bars in q1 2025 ... https://t.co/mPVM1mm5r6 引用 @jasonfurman：The United States is having an extraordinary record year for exports. Exports
X·宏观AI 评分4444 纽约时报称胡塞武装今日袭击利雅得机场，为伊朗战争爆发以来沙特最致命袭击
纽约时报称，胡塞武装今日对利雅得机场的袭击，已成为伊朗战争爆发以来沙特遭遇的最致命袭击。
X·宏观AI 评分3131 🎁 The 2026 holiday season should deliver the strongest sales growth in 5 years.
🎁 The 2026 holiday season should deliver the strongest sales growth in 5 years. 📈 The @EY_Parthenon team forecasts a 5.2% rise in #holiday sales, the strongest gain since 2021, with real #retail sales growth around 2.9% & retail prices rising 2.3%. https://t.co/1eKwJyfkGk https://t.co/fLepKA
X·宏观AI 评分4141 特朗普要求泽连斯基停止袭击俄罗斯炼油厂
美国总统唐纳德·特朗普要求乌克兰领导人弗拉基米尔·泽连斯基停止袭击俄罗斯炼油厂，并称“目标很多”。引用内容称，若基辅继续袭击俄炼油厂，泽连斯基将直接危及华盛顿与莫斯科之间一项涉及柴油的政治和经济协议。
X·宏观AI 评分5353 UKMTO报告霍尔木兹海峡再发生一起袭击
UKMTO报告霍尔木兹海峡再发生一起袭击。作者称，过去11天内，霍尔木兹海峡及更广泛海湾地区已发生16起袭击。原文链接：https://t.co/9JoiAfW9jv