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X(推特)上的财经、科技与宏观账号

10月14日周三
  1. X·宏观18

    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…

    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。

  2. X·宏观58

    Rory Johnston称UKMTO确认自9月30日以来霍尔木兹及周边发生24起袭击

    Rory Johnston称,UKMTO当天报告霍尔木兹海峡发生另外两起航运袭击,使其自9月30日以来在霍尔木兹及紧邻区域确认的袭击总数达到24起。他表示,向UKMTO报告是自愿的,通常上报较慢,且无法确认时不会报告;在误报较多的情况下,确认清单记录了袭击数量。 https://t.co/8OCgmnL3Bj

  3. X·科技公司29

    Congrats! CEOs & execs posting to the public directly on 𝕏 is the best way to get your message out…

    Congrats! CEOs & execs posting to the public directly on 𝕏 is the best way to get your message out and drive product sales. Vastly more powerful and effective than a press release. 引用 @sundarpichai:Gemini 4 Argon is here. It’s available globally today for developers and enterprises in the paid

  4. X·科技公司30

    True, this is a very big deal

    True, this is a very big deal 引用 @SawyerMerritt:Morgan Stanley's Adam Jonas in new @SpaceX note: "The part of the SpaceX story that we believe holds the greatest growth potential, and that is being largely ignored/not contemplated by investors, is the Distributed Inference Cloud. Investors are alr

  5. X·科技公司12

    Cool Grok use case

    Cool Grok @Bot use case 引用 @XFreeze:Just made "Explainer Video Bot"... It will help you understand any topic visually by making a video It just made me an incredible video for me explaining how SpaceX safely manages the world's largest satellite constellation and shares its space-safety data with

  6. X·科技公司24

    Latest upgrades to Grok

    Latest upgrades to Grok @Bot 引用 @mattyp:What's new in Grok Bot 0:00 Bot's very own email 1:14 Better X! 1:48 Connect Shopify 2:20 More color 2:45 Email drafts 3:22 Bot's computer 4:30 Template search 4:48 PR previews and routine right-clicks 5:24 5 new languages Lots new in @bot this week! More o

  7. X·科技公司23

    Try Internet!

    Try @Starlink Internet! 引用 @cb_doge:BREAKING: Starlink ranks #1 for both download speed and Consistent Quality in rural UK, beating EE, Three and Vodafone in Opensignal’s study. Starlink also leads rural download speeds in all 14 European markets studied. https://t.co/Cp9Hcw31mW

  8. X·科技公司13

    Grok detects scam emails!

    Grok @Bot detects scam emails! 引用 @DirtyTesLa:Grok @bot can help save you from scam emails. I have public email addresses, and I get daily scams in my inbox. They are getting harder to distinguish from legit emails. I use my Scam Email Detector bot to help alert me to scam emails Try it out: ht

  9. X·科技公司16

    Starship 40’s return to base

    Starship 40’s return to base 引用 @SpaceX:The first Starship to return to its launch site, Ship 40's journey took it across air, space, and sea. Now that it is vertical alongside three other Starships in a Megabay at Starbase, it will provide first-of-its-kind data on a flown Starship heatshield, Rap

  10. X·财经博主30

    The HomeView, new Apple TV and HomePod mini are up for pre-order today. The HomeView won’t go on…

    The HomeView, new Apple TV and HomePod mini are up for pre-order today. The HomeView won’t go on sale until Nov. 13. The HomePod is available Oct. 30. The Apple TV - after a late change - is also not coming til Nov. 13. 引用 @markgurman:Official: Apple announces the $299 HomeView, a smart display for