X（推特）上的财经、科技与宏观账号
Appreciation this year just reverses the CNY's nominal fall v the euro in the first half of 25. Currency moves have an impact only after a lag -- but there there also won't likely be much of an impact until the nominal CNY is above its 23/4 levels https://t.co/VLrHrSMAZ5 引用 @BaldingsWorld：Funny ho
Sad, but expected outcome for the @fundrise $VCX fund. https://t.co/l2nS17GQ9p 引用 @ToneLoTweets：I was locked up at what would have been semi-life changing money. Now I just get to watch it bleed.
BOOM. It's @NewLeftEViews guest writing today's Odd Lots newsletter. Read the full piece here: https://t.co/WMfK3JvGwI https://t.co/XzJIwUhaD7
"Firms in several Districts cited persistent uncertainty around energy and tariffs and expect that prices will increase further in the coming months, as existing contracts expire, and firms must renegotiate hedge contracts for their own inputs and/or delivery contracts to their 引用 @federalreserve：R
今天的2年期美债走势，TLT收盘都是涨的，坏消息却走出射击之星，技术面怎么都告诉你利率见顶的信号。 至于美股，今天和美债利率是一起下跌，走出了衰退行情，千变万化😀 https://t.co/pDpjmd50bE
三个指数的估值：SOX, RSP, NDX NDX比较有意思，是最低的，即使和22年比，都没高出很多 https://t.co/4IbvTC6KNp
Wow @bswud gets results fast https://t.co/aHI9bDSQXe 引用 @nytimes：Breaking News: Mayor Zohran Mamdani’s administration is making a $30 million investment to build a quantum research lab at New York University. In exchange, the city will receive 15% of any proceeds from intellectual property develope
ANT三季度营收16.8B，调整后实现盈利，最早11月9日开始路演。
I'm long bonds short stocks but jeez the AI trade is fine guys. The cope I'm reading about a little bump on the path is epic
Anthropic在向投资者的闭门沟通中披露第三季度财务情况，营收为168亿美元，较第二季度的115亿美元增长约46%。正文还提到公司实现调整后盈利，但相关金额和口径说明未完整呈现。
Nonfarm payroll employment increased in 9 metropolitan areas over the year ending August 2026 #BLSData https://t.co/KzEc1gJLi8 https://t.co/ZFPifcKRbl
Quits rate 3.5 percent in accommodation and food services, August 2026 https://t.co/XEUB0FZns5 #BLSdata https://t.co/AHazqaTfh0
The countdown for @NVIDIARTXSpark is on. ⚡️ Join us October 16th as we celebrate the launch around the world! Be part of the excitement in person at one of our worldwide events, or tune in live on Instagram for a special celebration. 📍 https://t.co/jzKnJ4vPz7 https://t.co/G2bmCQSqH5
What goes into building a humanoid? From custom part to running robot, the Atlas shop floor is built on precision, rapid assembly, and real-time collaboration. By machining parts in-house and streamlining assembly and repair under one roof, we are driving the manufacturing https://t.co/WSqrVYRaR4
🎯 引用 @fchollet：String theory is what happens when an intelligent system is starved of sensory input and starts hallucinating. Intelligence needs grounding. For this reason, intelligence is practically never the bottleneck to solving impactful problems. The bottleneck is iterated contact with
You give an AI agent a task. What happens next? This video walks through how agents use models and tools to complete tasks, and what makes them fast and responsive. No technical background needed. https://t.co/zoKBeOPqwL
To advance more research with Gemini 4 Argon, we’re offering 10,000 scientists access to our highest usage tier in @GoogleAntigravity free of charge for 6 months. Find out more → https://t.co/A9F2OZi4OJ
Argon also compressed the process of enzyme engineering into a matter of hours to design five lab-verified serine esterases. 🧬 https://t.co/74xPM9LJPa 引用 @RyanKrue：Over the past few weeks, we have been putting Gemini 4 Argon to the test on protein engineering workflows at Google DeepMind, and we h
Gemini 4 Argon is already unlocking new scientific breakthroughs in quantum computing, nuclear fusion, protein design and beyond. 🧵 https://t.co/Shj3Y4whoK
Try Grok Voice 引用 @SpaceXSI：Introducing Grok Voice 3.0, the world’s most intelligent speech-to-speech model. It excels at resolving customer calls, responds in under a second, and costs less than other frontier models. https://t.co/cfDRrkQPEc
We’re exploring how AI can accelerate health science research. While AI has made significant breakthroughs in formal sciences like mathematics, health data science depends on imperfect real-world data and consequential choices about cohorts, variables, and causal assumptions. https://t.co/jQyYt6VL2
European businesses are rapidly expanding their use of AI agents. More than half of the AI use among our EU enterprise and business customers now involves these tools, and the number of small business users has grown 8x across the region. Our latest Economic Research report https://t.co/m9LrrwNSo8
Build-A-Claw London ✅️ A visit from @JensenHuang ✅️ A very good day to have a raffle ticket ✅️ Thank you to everyone who stopped by! See you in the next city. https://t.co/WiJzEg7uY0
So many models launching this week! And we have one of our own coming...⌛️ https://t.co/s5Z9QZ984W
Get to know the five companies and what they’re building ⬇️ https://t.co/6i9rydRLMM
Cheers to the UK’s AI builders. 🇬🇧 Tonight in London, @JensenHuang announced new investments in @boltz_bio, @ForesightWorks, @hivergeai, @PrimaMente, and Riverlane. From new medicines to quantum computing, there’s plenty to build. https://t.co/NG0OhNfonM
全球新车销售中，纯燃油汽车占比首次跌破50%。原文称，未来几乎所有汽车都将是电动汽车。
Grok @Bot can detect scam emails 引用 @wmorrill3：An email from noreply@x.ai landed in my inbox, passed SPF, DKIM, DMARC, and had the blue check Something felt off, so I asked @bot to do a security review. It found a hidden phishing link, explained why every safety check passed, wrote a report to xA
Watch the full convo with @finkd, @alexandr_wang and @collision: https://t.co/AJ9GHXjB2d 引用 @collision：Cheeky Pint is back! Mark Zuckerberg @finkd and Alexandr Wang @alexandr_wang came to the pub to discuss their new frontier model, Muse Wonder. 00:00:24 Muse’s breakout use cases 00:07:28 The mod
Muse Wonder and Muse Wonder Full deliver SOTA performance on personal and professional agentic tasks. Learn more about the models on our researcher blog: https://t.co/koe89SLQts https://t.co/mEIYEFD40g
Grok is the best conversational voice model in the world 引用 @SpaceXSI：Introducing Grok Voice 3.0, the world’s most intelligent speech-to-speech model. It excels at resolving customer calls, responds in under a second, and costs less than other frontier models. https://t.co/cfDRrkQPEc
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。
OpenAI 招募了一名负责基础设施和算力业务的 xAI 高管，Sachin 在任职一年后离开，并表示将在几周后开始新的事业，方向仍与算力有关。他称，过去一年已与合作伙伴在俄亥俄州、朴茨茅斯、佐治亚州、Trainium 等项目中落实了两位数 GW 的算力。
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
Mark Gurman 称，苹果正准备于 12 月在中国推出首批 Apple Intelligence 功能。该计划此前受多年监管审查影响，原文未提供具体功能或审批进展。 https://x.com/markgurman/status/2110459376846991620
Mark Gurman称，苹果高管对 Siri AI 短期内在中国推出缺乏乐观预期，但他认为更新后的 Apple Intelligence 最终会进入中国市场。
who could have seen this coming 引用 @exec_sum：BREAKING: Elon Musk's Tesla $TSLA and SpaceX $SPCX could announce plans to merge before December.
2026-10-14（$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。