苹果准备于12月在中国推出首批 Apple Intelligence 功能，iOS 27.3 beta 或于月底发布
苹果准备在12月于中国推出首批 Apple Intelligence 功能，此前相关功能经历多年监管审查。iOS 27.3 beta 预计月底发布，早于12月面向公众发布。
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X（推特）上的财经、科技与宏观账号
X·财经博主AI 评分4646 X·财经博主AI 评分33 Dyson’s $500 Toothbrush Has One Big Problem: It Doesn’t Work (Yet) — The company said it identified…
Dyson’s $500 Toothbrush Has One Big Problem: It Doesn’t Work (Yet) — The company said it identified which of its $500 toothbrushes had a problem where they’d quickly turn into bricks. Then it sent us a unit that became a brick — even after it tested it. https://t.co/hgQz7CJHkv
X·财经博主AI 评分4141 亚马逊推出两款 AI 可穿戴设备，记录并分析用户日常活动
亚马逊推出两款利用人工智能记录并分析用户日常活动的可穿戴设备。此举是亚马逊重塑 Bee 的努力之一；Bee 是亚马逊去年收购的一家初创公司，亚马逊希望借此参与 AI 硬件领域竞争。
X·财经博主AI 评分6363 GOOGL据KeyBanc渠道调研正讨论将内存长期协议延至2035年
GOOGL正讨论将内存长期协议延至2035年，信息来自KeyBanc渠道调研。推文称，三星已有70%的产能分配至2031年，并称这一动向或显示MU、SKHY等公司的周期更持久；末句提到对HBM价格的预期，但内容未完整。
X·财经博主AI 评分3131 I mentioned in this episode that Apple retail stores are holding product resets for November 6, a…
I mentioned in this episode that Apple retail stores are holding product resets for November 6, a week after the new Mac and iPad mini introduction. 引用 @markgurman：NEW: Episode 3 of the Power On podcast is out! We break down Apple’s smart home launch, go hands-on with the HomeView, and debate the n
X·财经博主AI 评分2929 Oct. 23 - iPhone Duo
Oct. 23 - iPhone Duo Oct. 30 - HomePod mini 2 Nov. 6 - Mac and/or iPad mini Nov. 13 - HomeView + Apple TV 4K 引用 @markgurman：I mentioned in this episode that Apple retail stores are holding product resets for November 6, a week after the new Mac and iPad mini introduction.
X·财经博主AI 评分2525 Glad we finally got a word too from $NVDA Jensen Huang today from an event at Stockholm...
Glad we finally got a word too from $NVDA Jensen Huang today from an event at Stockholm... About $CRWV amid the broader Neocloud selloff. When asked about the markets reactions to Coreweave, Jensen responded: - "Coreweave's strength is improving every day, I'm optimistic" - https://t.co/Dt1uNlL
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
X·grokAI 评分3434 据@Redfin数据，9月住房卖家数量比买家多逾60%，买家活动在按揭利率上升中继续降温
据@Redfin数据，9月住房卖家数量比买家多逾60%，买家活动在按揭利率上升中继续降温 https://t.co/hb1IjmvkKF 原文： According to @Redfin data, home sellers outnumbered home buyers by more than 60% in September, as buyer activity continues to cool amid rising mortgage rates https://t.co/hb1IjmvkKF
X·grokAI 评分3131 截至10月9日当周，可调利率按揭占按揭申请的10.5%，为一年最大份额，反映负担能力担忧与更高借贷成本
截至10月9日当周，可调利率按揭占按揭申请的10.5%，为一年最大份额，反映负担能力担忧与更高借贷成本 @MBAmortgage https://t.co/LRF3zPHIuF 原文： Adjustable-rate mortgages accounted for 10.5% of mortgage applications for week ended Oct. 9, the largest share in a year, reflecting affordability concerns and higher borrowing costs @MBAmortgage https://
X·grokAI 评分4040 AI驱动的定价压力9月持续，计算机软件价格同比创纪录上涨28%
AI驱动的定价压力在9月持续，计算机软件价格同比上涨28%，创下纪录。
X·grokAI 评分4747 Bloomberg：9月按12个月计涨幅超过3%的CPI分项占比降至48%
Bloomberg数据显示，9月按12个月计涨幅超过3%的CPI分项占比为48%，低于8月的51%。按六个月年化计算，该占比从43%降至38%。
X·grokAI 评分4646 美国人实际收入连续六个月下降，9月实际平均时薪同比下跌0.7%
美国人实际收入连续第六个月下降，9月实际平均时薪同比下跌0.7%。周薪自5月以来首次下降。
X·grokAI 评分2121 最新ODD LOTS： Jeff Yan播客首秀
最新ODD LOTS： Jeff Yan播客首秀 @tracyalloway和我与Hyperliquid Labs CEO兼联合创始人做了极为罕见的访谈，谈他要把全球整个金融体系装进去的计划 https://t.co/qZg80EzgOh 原文： NEW ODD LOTS: It’s the podcast debut for Jeff Yan @tracyalloway and I have an ultra-rare interview with the CEO and co-founder of Hyperliquid Labs about his plan to house
X·grokAI 评分2727 消费者就是跟不上 与今年早些时候消费者为跟上油价上涨而激增支出不同，今秋价格二次上涨后，支出没有跟上。h/t
消费者就是跟不上 与今年早些时候消费者为跟上油价上涨而激增支出不同，今秋价格二次上涨后，支出没有跟上。h/t @ericwallerstein https://t.co/2wSTqN4eZS https://t.co/KMLGGQhRt0 原文： The Consumer Just Can’t Keep Up Unlike earlier in the year when consumers surged spending to keep up with rising gas prices, spending has not kept up with the second surge
X·grokAI 评分1212 在中东，我们正看到拥有大量（非常昂贵的）军事装备与真正拥有军事力量之间的巨大差距。
在中东，我们正看到拥有大量（非常昂贵的）军事装备与真正拥有军事力量之间的巨大差距。https://t.co/svbbmPh3W2 原文： In the Middle East, we're seeing the vast difference between having lots of (very expensive) military kit, and actually having military power. https://t.co/svbbmPh3W2
X·grokAI 评分3131 一直对Opus 5.5印象极深。大量技术活——重构、改进遗留代码、做新东西——它既聪明、更高效。
一直对Opus 5.5印象极深。大量技术活——重构、改进遗留代码、做新东西——它既聪明、更高效。 绝对是干活机器。只能假设他们在夺回一些份额。https://t.co/EbWKGA3CfZ 【被引推文】若我是Anthropic和超大算力投资者，最该关心的数字是Opus 5.5从9月22日至今带来了多少加速？ 原文： Been extremely impressed with Opus 5.5. Ripping through a lot of technical work - refactoring, improving legacy code, building new things
X·宏观AI 评分2323 CNY generally strengthened v the USD in q3, so there is no particular reason export conversion…
CNY generally strengthened v the USD in q3, so there is no particular reason export conversion dried up -- but definitely not seeing flows of the expected size in the state banks right now. 4/4
X·宏观AI 评分4343 中国国有商业银行第三季度净外汇资产增加1150亿美元，仅约三分之一海关顺差进入国有银行
中国国有商业银行第三季度净外汇资产仍增加1150亿美元；同期海关顺差为3650亿美元，约三分之一体现在国有银行。
X·宏观AI 评分2626 Where did China's $130b plus September trade surplus go? as of now, it a bit of a mystery
Where did China's $130b plus September trade surplus go? as of now, it a bit of a mystery There is no settlement data yet, and nothing showed up at the PBOC. Guess the market really did play a decisive role in CNY valuation :) 1/ https://t.co/Kf4sArxZqO
X·宏观AI 评分3535 The jump in Canadian holdings of U.S. bonds may actually be due to China. A big mystery in the…
The jump in Canadian holdings of U.S. bonds may actually be due to China. A big mystery in the market is how China recycles its $1t trade surplus. In the past they bought Treasuries held through Belgium custodians, but some may be through Canadian custodians as well. https://t.co/hRK69e6Agn 引用 @bus
X·宏观AI 评分5656 俄罗斯地方当局称梁赞炼油厂遭大规模无人机袭击并起火
俄罗斯地方当局称，大规模无人机袭击击中梁赞炼油厂并引发火灾，该炼油厂位于莫斯科以南约200km。原文称，这是美国总统特朗普声称基辅与莫斯科已就能源达成休战以来，首起得到确认的俄罗斯炼油厂遇袭事件。
X·宏观AI 评分3636 In an interview with the FT, Ukrainian President Volodymyr Zelenskyy said his country will restart…
In an interview with the FT, Ukrainian President Volodymyr Zelenskyy said his country will restart strikes on Russia’s oil refineries. “The block [on attacking refineries] is out. We’re done,” Zelenskyy said. https://t.co/y95QRcuc5T
X·宏观AI 评分3636 I miss the days before the paid service🙃
I miss the days before the paid service🙃 https://t.co/V4yJAmVJmD 引用 @crampell：Billions of dollars’ worth of contracts predicting oil would fall and the S&P 500 would rise were placed about 15 minutes before Trump announced a U-turn on Iran in a post on Truth Social. CFTC staff began to investigate
X·宏观AI 评分1717 COLUMN: BP should resist calls to resume share buybacks immediately -- and instead use today's oil…
COLUMN: BP should resist calls to resume share buybacks immediately -- and instead use today's oil and gas windfall to fix its debt problem once and for all. @Opinion https://t.co/xNpsK8NHWH
X·宏观AI 评分3131 长债收益率下来了，这次更多是AI放缓担忧导致的而非油价走弱
长债收益率下来了，这次更多是AI放缓担忧导致的而非油价走弱 https://t.co/MxRmB0JZQH 引用 @qinbafrank：Anthropic的营收是AI商业化的全部么？昨晚Anthropic的投资者日披露了三季度的营收数据，被市场解读为增速放缓年底ARR到千亿美金难度很大，更进一步也有人就认为AI商业化出大问题了。这里面就要回答一个问题前沿大模型厂商的营收就能代表AI商业化的全部么？其实不然 https://t.co/ns7oa2Ly6U
X·科技公司AI 评分1919 Hello, Stockholm. 🇸🇪
Hello, Stockholm. 🇸🇪 From the podcasts we discover to the robots working in factories, the Nordics are building with NVIDIA. Spotify is making podcast recommendations more efficient. ABB Robotics is helping engineers train and test robots in simulation. And startups are https://t.co/2OYTR0SoE6
X·科技公司AI 评分1313 Just ask Grok to buy what you want someplace else and get a better deal.
Just ask Grok @Bot to buy what you want someplace else and get a better deal. There are far more purchasing websites than just Amazon! 引用 @niccruzpatane：This happened when I tried to get my Grok Bot to order stuff for me on Amazon. “Continued access by an unauthorized AI agent violates Amazon's
X·科技公司AI 评分1717 This works well. If Grok makes a mistake with a purchase or leaks your card (never happened yet)…
This works well. If Grok @Bot makes a mistake with a purchase or leaks your card (never happened yet), SpaceX will make you whole. 引用 @XFreeze：Grok @bot booked a flight for me today the entire process was really really easy…..I send a photo of my credit card and it did the entire process…. Tbh,
X·科技公司AI 评分1616 Early days of OpenAI
Early days of OpenAI 引用 @EvaFox：Jensen Huang once admitted that when NVIDIA unveiled its first AI supercomputer, nobody wanted it. Not a single purchase order. Except for Elon Musk. "He goes, 'You know what? I have a company that could really use this.'" But then came the twist: it was a nonprof
X·财经博主AI 评分1818 It's interesting to see Elon interacting with finance X accounts out of the blue.
It's interesting to see Elon interacting with finance X accounts out of the blue. Then amplifying $CRWV financing concerns, Chinese memory flooding, to AI investors being gamblers recently. With $SPCX and $TSLA, I do think Elon is a visionary but from how it looks from the https://t.co/pjpNDxg1H
X·财经博主AI 评分5656 媒体称赖清德敦促美光管理层与员工化解分歧，以避免台湾地区可能发生的罢工影响存储芯片供应
媒体报道称，台湾地区领导人赖清德敦促美光管理层与员工化解分歧，此前当地可能发生罢工，或威胁存储芯片供应。报道将这一风险置于存储芯片严重短缺的背景下；正文在“赖清德在开幕式上发表声明”处截断。
X·财经博主AI 评分3535 $TSM released earnings today. I was more curious about commentary given recent the market panic.
$TSM released earnings today. I was more curious about commentary given recent the market panic. For analyst Q&A rounds: Q: Citi explicitly challenged TSMC on AI financing, HBM, CoWoS, lasers and the risk of overbuilding capacity A: $TSM assessed CSP capex, DC construction https://t.co/z0ErIboW
X·财经博主AI 评分77 10-15-2026 A Conversation With Ari Emanuel About Entertainment and AI
10-15-2026 A Conversation With Ari Emanuel About Entertainment and AI https://t.co/xUGNNeG2HX
X·科技公司AI 评分1010 soon the entire world will be running on code that nobody has read
soon the entire world will be running on code that nobody has read
X·宏观AI 评分1616 Bond rally off lows feels like when stocks were in max fear and ripped off the hot CPI print in Oct…
Bond rally off lows feels like when stocks were in max fear and ripped off the hot CPI print in Oct 2022
X·财经博主AI 评分5050 苹果邀请媒体参加10月28日洛杉矶产品发布体验，涉及触屏 MacBook、iPad mini 和 M6 Mac
苹果正在邀请部分媒体参加10月28日在洛杉矶举行的全天产品发布体验，内容涉及触屏 MacBook、iPad mini 和 M6 Mac。引用内容称，苹果的第二场活动将在27日举行，涉及首款触屏 MacBook、OLED iPad mini、M6 14英寸 MacBook Pro 和 iMac。
X·grokAI 评分1919 “10月流动性整体收紧，下旬是流动性低点。大饼在10月后半月或者下旬会迎来好的上车点” 9月的这个判断的含金量是不是还可以？
“10月流动性整体收紧，下旬是流动性低点。大饼在10月后半月或者下旬会迎来好的上车点” 9月的这个判断的含金量是不是还可以？ https://t.co/lH2Fa5zaIO https://t.co/jUgIBDfTin 引用 @qinbafrank：关于大饼及加密继续保持上周五推文的框架：当然也认为是大周期向上过程中的正常调整但调整时间还不够，10月下半个月或者下旬会迎好的上车点。当时在评论里还跟人讨论过https://t.co/cdBBpu1v0J短期内会有反弹但只是小反弹并不是反转。8月这一波稳定币的主力是USDC，其发发行量最近几天还在回落，已经快回落到8月底下旬的水平了。
X·grokAI 评分4444 OpenAI拟自建算力，强调自有架构并激进扩张
OpenAI 被引述称希望自建算力，目前算力100%来自外部机房。推文称，Uday 曾任 xAI 基础设施工程负责人，参与 Colossus I 和 II 的算力上线；原帖据此认为，垂直整合和直接建设算力的规模可能增加。