X（推特）上的财经、科技与宏观账号
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。
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
2026-10-14（$付费） • Apple HomeView • 新款 Apple TV • App 的故事 https://t.co/V5RX8PKzgI 原文： 10-14-2026 ($) •Apple HomeView •The New Apple TV •The App Story https://t.co/V5RX8PKzgI
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。
名义增长（通胀加上实际增长）决定了名义收益率的合理水平。这意味着实际增长在决定名义收益率方面也有作用。 名义收益率不仅仅是对通胀预期的反应，正如我在这里解释的。 https://t.co/0bdPnwpo4m https://t.co/fkWweDw9Ja 【引用原文】@johnarnold：我越来越倾向于这样一种观点：提高联邦基金利率对降低通胀作用甚微，甚至可能适得其反。 - AI 投资不太可能因为利率略高而放缓 - 能源需求高度缺乏弹性，利率变化无法缓解当前的供给冲击 - 更高的利率会伤害住房、能源、汽车和其他资本密集型行业的供给侧解决方案 - 更高的借贷成本会抬高企业运营费用，其中
Seeking Alpha 独立分析师 JR Research 将 Rocket Lab（RKLB）评级从“买入”下调至“持有”，理由包括 Neutron 首飞和商业化里程碑尚未兑现、Electron 订单难以单独支撑高估值，以及前瞻 EV/Revenue 约34倍、股价缺少明确催化。
债市正常状态 当我们最爱的债市末日论者加大对美国利率“末日决战”的鼓吹时，现实是：与基础数据和预期中的进一步紧缩相比，这轮收益率上升看起来相当正常。 https://t.co/QkXiGU1wB5 https://t.co/R8fhE8lGaW 原文： Bond Market Normalcy While our favorite bond doomers amp up their calls for US rate armageddon, the reality is the yield rise looked pretty normal compared to underlying
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
Since a few people asked. I did it through the chat function on Openrouter, so I could use the API without it having any context clues about who uploaded it https://t.co/ug8UshLr2Q
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
谷歌10年期债券5.9%回报 META10年期债券6.2%回报 亚麻10年期债券6%回报 美债10年期5.2%回报 标普平均每年10%，从资产配置这个角度看，债券会再次成为香饽饽的资产，但不代表美股就一定要跌，参考80年代的高利率和美股同涨，是时候考验公司如何应对高融资成本的时候了。当利率在高位稳定下来之后，科技股仍然是最受欢迎的，为何？因为ROIC高，低ROIC的公司不如买债券。 上一次高利率真的要回到近20年前了。从个人角度，对于稳定现金流有追求的，相对低风险需求的投资人，请考虑增配债券，但别乱碰TLT
是这样，对于资产配置的影响会很大 美股的分歧也会更大 https://t.co/KEbTkBaSD4 引用 @queue_ct：@TJ_Research 30Y 美债接近 6%，不一定要死守美股了 操作的好的话，债券的回报率会高于股市
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
And of course read my blog on this too ... One can debate whether China is so far from internal balance that its trading partners should turn a blind eye to its evident undervaluation and growing external surplus. But one cannot debate whether the exchange rate matters!
A new blog, which makes two points that should be obvious but are currently deeply contested: 1) the PBOC manages the RMB heavily 2) That management matters, as the RMB's value does have a clear impact on the pace of Chinese export growth 1/ https://t.co/miYCmheBe5
一个X账户的内容，引来的老马和老黄的点赞、评论甚至转发，对于大部分人来说不仅是巨大的曝光量，还有巨大的成就感。短短一周@Bqlsj2023和@_FORAB两位都相继解锁成就。这也是几天聊到的：过去两年内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 https://t.co/okW1ekOEpW 引用 @qinbafrank：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
The Next Policy Pump The last several years have seen markets supported by both fiscal and monetary easing, but those benefits are set to reverse which means any new stimulation will require far more unorthodox efforts. https://t.co/o3oq3TJ8lq
Looking forward to joining @BrianSozzi on @YahooFinance this morning around 9:35am ET
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
Great great story! How does DD have only 15K followers. Scroll his feed. Follow him. Definetly one of the guys I discuss markets with most on this entire hellscape. Deep experience and posts critical info daily. 引用 @DerivativesDon：It’s April 2008 - Last Lehman Macro Conference Things I rememb
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
Looking forward to joining #MorningTradeLive on @SchwabNetwork around 10:20am ET this morning
Cleveland Fed President Beth Hammack said investors trade more on what they think the Fed will do than on what it should do, a view that sits uneasily with Kevin Warsh's push to say less about the outlook in pursuit of a purer market signal. "Having been on the market side of https://t.co/1BqePizq
And the PBOC is trying to argue that the CNY is market determined when it is quite clear that that fix has been the main driver of the CNY in recent years As Mark Sobel notes, this does nothing to help the PBOC's credilibillty https://t.co/fqCD3FBan0
Spiky is one way to say it. PBoC also trying to deny the obvious -- namely that a weaker inflation adjusted (real) CNY predictably raises its exports and increases its current account surplus https://t.co/2h983VfQsg 引用 @ftchina：China gets spiky on currencies https://t.co/gH8QqBbNbQ
美联储理事克里斯·沃勒在接受彭博采访时谈及白宫对美联储独立性的挑战。他称，政府对美联储独立性的威胁迄今尚未真正奏效，并表示希望这一状况延续。https://t.co/q4cwK3iVSw
Incredible show btw. I was struck by what a thoroughly victorious career they've had. After having been cast out of the industry for criticizing the Iraq War/Bush, they regained huge commercial success. And all their critics basically claim to have been on their side all along. 引用 @TheStalwart：Firs
Interesting and more bearish divergence between flat prompt Brent crude futures price (white) and the prompt timespread (blue) today. Something to keep an eye on. https://t.co/yZA9uIYfEU
Fiscal dominance. And it begs the question; if hikes don’t have the same effect, is going further really the answer? 引用 @AahanPrometheus：The Fed may have to go further than in prior cycles to slow down activity Hikes don't have the same effect as before https://t.co/k5AKTFbYs1
#FedFAQ: How is the Federal Reserve System structured? Learn more: https://t.co/8x8QevFCSM https://t.co/zDhvOtmtKY
分析师预计，9月CPI中的能源价格将大幅上涨，推高整体CPI；核心价格则预计涨幅较温和。
“…The next war with Iran may be shorter than the last one. But it could also be far more intense, destructive, and difficult to contain from the very first day…” 引用 @citrinowicz：The Next War with Iran Could Escalate Almost Immediately, and Far Beyond the Previous Conflict One thing has become inc
I highly recommend watching his videos on money and banking. One of the few people capable of talking about not just financial market plumbing, but also why you should care. https://t.co/XC36gMMiKn
Terrible news. I loved getting to talk to Perry over the years. Someone with incredible range, depth and clarity. A major influence on my own thought, for sure. RIP. 引用 @ysi_commons：We are deeply saddened to share the news that Perry Mehrling passed away this morning at the age of 67. Perry was th
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。
Sometimes it's the person not being right for the job, but more broadly the weirder the situation gets, the harder it is to be the one to stand up there and try to explain why things aren't weird. https://t.co/mrVeRDoudU 引用 @atrupar：this is an SNL cold open come to life. she can barely read https:/