Looking forward to joining for #TheClose around 3pm ET this afternoon
Looking forward to joining @BloombergTV for #TheClose around 3pm ET this afternoon
全部 A股动态
X·宏观AI 评分22 X·宏观AI 评分3434 Last round of Fed-speak before Warsh tonight and the October blackout. All of these comments were…
Last round of Fed-speak before Warsh tonight and the October blackout. All of these comments were made Wednesday: Bowman (a few hours *before* CPI): "I don't feel any urgency... We really need to take some time and understand how things will evolve within the economy." Goolsbee
X·宏观AI 评分2222 If the recent 8bln/mo ARR increases for OpenAI+Anthropic continue that'll get them to a combined…
If the recent 8bln/mo ARR increases for OpenAI+Anthropic continue that'll get them to a combined 1tln ARR by the end of 2035.
X·宏观AI 评分2828 In the newsletter, I wrote about what a clarifying week this has been for markets. We got two hot…
In the newsletter, I wrote about what a clarifying week this has been for markets. We got two hot inflation prints, and yet rates across the board have been falling. It's never been more obvious that the entire market is just the AI trade, and virtually nothing else. https://t.co/qVKhWb6JoK
X·宏观AI 评分3131 WRT rates and inflation, I think you just gotta keep it really simple. Don't spend too much time…
WRT rates and inflation, I think you just gotta keep it really simple. Don't spend too much time thinking about deficits, debt, and supply of paper. The story is about spending. Households, corporates and government all spending a lot, and that's what's driving things up. 引用 @TheStalwart：In the new
X·宏观AI 评分2121 老黄： $CRWV 的融资成本实际在下降
老黄： $CRWV 的融资成本实际在下降 下次请我做嘴替吧
X·宏观AI 评分1515 昨天：AI泡沫破裂 今天：一看放量反弹，PPI砸不下去，线一画，可能要新高了😂😂😂
昨天：AI泡沫破裂 今天：一看放量反弹，PPI砸不下去，线一画，可能要新高了😂😂😂
X·宏观AI 评分1616 时间长了你们会发现我经常卖在底部或者卖飞。昨天直播还有人问我前段时间SOXL 卖在底部和为何NUGT还没止损。
时间长了你们会发现我经常卖在底部或者卖飞。昨天直播还有人问我前段时间SOXL 卖在底部和为何NUGT还没止损。 每一笔买入，我都有自己的标准，基本面或者交易，那卖出的标准不会是一样的。NKE我看了一下华尔街没有如管理层预期那样下调EPS，压低了前瞻PE。真的实现反转的话，右侧都可以买回来。 https://t.co/0Qz5ssTAkQ
X·宏观AI 评分55 2010s: Company Behind AWS Decides to get into filmmaking
2010s: Company Behind AWS Decides to get into filmmaking 2020s: Film Studio Behind Cocaine bear Decides to get into the cloud 引用 @M_C_Klein：@TheStalwart would be funny if the movie studio were Amazon, Apple, or Paramount/Warner
X·宏观AI 评分3131 How do I use a Microsoft LLM? Where are they? I couldn't find an API on Openrouter.
How do I use a Microsoft LLM? Where are they? I couldn't find an API on Openrouter. 引用 @mustafasuleyman：We now have state-of-the-art pre-trained base models in the 3T-parameter weight class, built entirely in-house at MAI. Post-training results coming soon -- stay tuned! Lots of details in our te
X·宏观AI 评分2525 And it isn't exactly a secret that China's exports to SE Asia include a lot of parts that are sent…
And it isn't exactly a secret that China's exports to SE Asia include a lot of parts that are sent to ASEAN countries for final assembly to meet US demand to really cut its dependence on US China needs to find an alternative source of end demand -- and few EMs are big enough/ https://t.co/RCKR2yevh
X·宏观AI 评分2222 Kudos to the IMF for not forecasting China's current account surplus away in the latest WEO, and…
Kudos to the IMF for not forecasting China's current account surplus away in the latest WEO, and for recognizing that its past forecasts (which had imbalances narrowing over time) have not materialized 1/ https://t.co/bkRdS6yncT
X·宏观AI 评分1010 Great paper here, EG, on how eliminating what economists call "market failures" can be…
Great paper here, EG, on how eliminating what economists call "market failures" can be self-defeating. https://t.co/hsRCqWYdhJ https://t.co/oeNXjpE655
X·宏观AI 评分2626 Given the CoreWeave drama. A good time to remember that a datacenter is a bank.
Given the CoreWeave drama. A good time to remember that a datacenter is a bank. 引用 @TheStalwart：A DATACENTER IS A BANK In today’s newsletter, I wrote some things I’ve been thinking about since our chat with @iaindunning, and how maybe one day we’ll have datacenter supervisors like we have bank sup
X·宏观AI 评分1717 Figuring out how to prevent AI models from doing “rogue” things is obviously good. But I also agree…
Figuring out how to prevent AI models from doing “rogue” things is obviously good. But I also agree with Alvaro here. We don’t know how the future will unfold, but extreme concentrated power per se is worrisome and it’s very plausible that creating strong AI will lead to that. 引用 @GroundhogStrat：So
X·宏观AI 评分2828 Great read
Great read 引用 @arpitrage：I spent a couple of days at Anthropic learning from their folks about AI advances, and here's what I took away: • We are close to RSI (ie, models building other models) which may lead to rapid takeoff scenarios (with risks and benefits). Some evidence for this is code per
X·宏观AI 评分2626 I spent a couple of days at Anthropic learning from their folks about AI advances, and here's what…
I spent a couple of days at Anthropic learning from their folks about AI advances, and here's what I took away: • We are close to RSI (ie, models building other models) which may lead to rapid takeoff scenarios (with risks and benefits). Some evidence for this is code per https://t.co/jJdL3Olnvo
X·科技公司AI 评分1414 Maybe we should start a competitor to Amazon 🤔
Maybe we should start a competitor to Amazon 🤔 引用 @thecsguy：amazon is blocking grok @bots from ordering, and elon's answer is just have your bot buy it somewhere else. one of my grok bots only handles my amazon returns, so i'm watching this one closely. would you switch stores for your bot? 🛒
X·科技公司AI 评分1616 Starlink is really that good
Starlink is really that good 引用 @SawyerMerritt：New opinion article about @Starlink from a 7-year Delta Airlines Diamond Medallion status member (their highest loyalty tier): "After flying a United flight in July that included Starlink, it was enough reason for me to switch. It was amazing, like be
X·科技公司AI 评分66 Makes sense
Makes sense 引用 @tylerpalmer：imagine an Amazon competitor that is: 1) agent first - built for personal agents 2) america first - sells only products from usa might actually be a huge market for this.
X·科技公司AI 评分66 𝕏 is the global town square.
𝕏 is the global town square. No place better to reach the world fast! 引用 @cb_doge：Rockstar Games posted its GTA 6 promo on YouTube and 𝕏. Just 90 minutes later: 𝕏: 7.5 million views YouTube: 1.6 million views Nearly 4.7 times as many reported views on 𝕏. https://t.co/ZGZhnIdg05
X·科技公司AI 评分1313 Grok improves significantly every day
Grok @Bot improves significantly every day 引用 @jumperz：i was about to pay for a small Codex subscription just for computer use.. honestly, I didn't expect Grok bot's computer use to be this fast... I've been more and more impressed with it every day lately. for day to day stuff, nothing else I've
X·财经博主AI 评分5454 财经博主质疑Gartner新云服务商预测的量化依据
财经博主转述并质疑Gartner关于新云服务商的预测，询问其量化依据是否可信。引用内容称，Gartner预计到2030年80%的新云服务商将停止独立运营；2026年AI服务商预计将在AI基础设施上支出近1万亿美元，并预测2027至2030年再投入6万亿美元。
X·财经博主AI 评分88 Chicken McNuggets were a hit within weeks, but the story behind them spans decades.
Chicken McNuggets were a hit within weeks, but the story behind them spans decades. It began with a 1948 contest to breed a bigger chicken and ended with a then largely unknown @RayDalio, who found a way to hedge a chicken by hedging its lunch. Order a box today and you'll get https://t.co/GYN3dkc
X·财经博主AI 评分2525 Interesting tension across the AI trade this week. TSMC and ASML delivered strong numbers, yet the…
Interesting tension across the AI trade this week. TSMC and ASML delivered strong numbers, yet the Anthropic run-rate debate and the CoreWeave selloff have investors questioning the economics underpinning the broader infrastructure buildout. >TSMC reported $46.7B of quarterly
X·财经博主AI 评分3535 AI infrastructure 👀
AI infrastructure 👀 "*Every* open source inference cloud I am aware of is growing faster both sequentially and YoY than either Anthropic or OpenAI. And their combined compute spend is becoming material." 引用 @GavinSBaker：TLDR; we will probably never get another ARR number from Anthropic, which is
X·财经博主AI 评分55 Bonds issued by Tsarist Russia rallied on this news. The dominant broker trading them—which still…
Bonds issued by Tsarist Russia rallied on this news. The dominant broker trading them—which still exists!—was Carl Marks & Co. 引用 @ErinDuboisTrans：>be the first american who hears about stalin dying >be called john cash bravo kojima
X·财经博主AI 评分1717 In four years ChatGPT went from a fun toy to a tool you can use to reach and then advance the…
In four years ChatGPT went from a fun toy to a tool you can use to reach and then advance the frontier of knowledge in numerous subjects. But also you have to pay for it, with either money or attention. "Enshittification!" 引用 @josephfcox：OpenAI continues to enshittify ChatGPT: OpenAI allows adverti
格隆汇快讯AI 评分3838 花旗：我们强调镍和铅存在上行机会，因价格接近2026年低点且基金仓位相对偏空
花旗：我们强调镍和铅存在上行机会，因价格接近2026年低点且基金仓位相对偏空。
格隆汇快讯AI 评分4848 花旗称近期对铜和铝持中性看法，目标价分别为每吨14,000至15,000美元和每吨3,000美元
花旗称近期对铜和铝持中性看法，铜目标价为每吨14,000至15,000美元，铝目标价为每吨3,000美元。
格隆汇快讯AI 评分5252 花旗看好未来6-12个月锡价涨至每吨6万美元
花旗称，未来6-12个月看好锡价涨至每吨6万美元。
格隆汇快讯AI 评分3636 经济日报金观平：理性看待IMF微调中国经济增速预期
国际货币基金组织（IMF）近日发布《世界经济展望报告》，将今年中国经济增长预期从4.6%调整为4.5%。有外媒依此唱衰中国经济前景。事实上，读懂这份报告，既要看预测值的调整方向和幅度，也要结合全球经济形势与中国所处的发展阶段。将预测值的小幅波动渲染为经济基本面趋势性变化，实属歪曲数据、误导舆论。看待这次调整，既要看预测值变动了多少，也要看调整后的数值处于什么水平。4.5%的增长预期，仍在中国设定的发展目标区间之内。
格隆汇快讯AI 评分5454 TCW将信用风险敞口降至30年来最低，称CCC级借款人会最先承压
TCW固定收益团队已将投资组合的信用风险敞口降至30年来最低，首席投资官Bryan Whalen称，对投资级债券和高收益债券的敞口从未这么低。CCC评级债券自9月底以来处于困境债券水平，Whalen称压力可能先影响CCC级借款人，随后传导至单B级和双B级借款人。
市场快讯利空重大AI 评分5757 贵金属价格下行，受访专家称应谨慎看待后市
金、银、铂、钯近期集体下行。10月15日，Au99.99盘中最低跌至880元/克，较年内高位下跌约三成；白银期货主力合约收盘下跌逾5%，跌破14000元/千克，较今年高点累计下跌超过五成，钯期货主力合约盘中创上市以来新低。文中称，美联储加息预期等多种因素影响贵金属价格，受访专家普遍认为应谨慎看待后市。
市场快讯利空AI 评分5555 TCW将信用风险敞口降至30年来最低，称CCC级借款人会最先承压
TCW固定收益团队已将投资组合的信用风险敞口降至30年来最低，首席投资官Bryan Whalen称，投资级债券和高收益债券敞口从未像现在这么低。CCC评级债券自9月底以来处于困境债券水平；Whalen称，单B和双B评级借款人可能随后感受到压力。
Business InsiderAI 评分1818 OpenAI's Dots head says AI means workers now have a choice between doing less or more
Alexander Embiricos, who leads OpenAI's enterprise product and Dots agent tool, said the AI era gives workers a choice: work more, or work less.
财富AI 评分5050 Flex CEO 称美国电网和能源基础设施需跟上 AI 扩张
Flex CEO Revathi Advaithi 在财富杂志峰会上表示，美国电网尚未准备好满足 AI 发展带来的能源需求，若能源基础设施和电网不能及时升级，前沿模型和半导体也难以充分发挥作用。
格隆汇快讯利空AI 评分1616 美国民主党参议员马克·凯利：特朗普购买了500万美元的SpaceX债券，随后两天就宣布了影响SpaceX的重大太空政策变
美国民主党参议员马克·凯利：特朗普购买了500万美元的SpaceX债券，随后两天就宣布了影响SpaceX的重大太空政策变化。他还能有多明显的腐败？
The AtlanticAI 评分1111 A Bold Era in Hollywood Ends With a Whimper
The co-chairs of Warner Bros. Pictures are out—and they may be taking their risky swings with them.
WiredAI 评分1414 We Got Hot and Heavy With Meta’s Muse—and Baffled by Apple’s HomeView
This week on “Uncanny Valley,” we dive into an unexpected Muse feature, shadowy spending from the largest pro-AI super PAC, and men’s tendency to lie about how much they know about AI.