X（推特）上的财经、科技与宏观账号
I find the $299 price for HomeView solid. Not super aggressive but reasonable all things considered. The $149 for the HomePod mini 2 is in the same category. But I think $299 for the Apple TV is a huge stretch and a cheaper model - a stick? - is now essential.
updating a bit on the labs (Anthropic and OpenAI to be specific) full piece: https://t.co/5e75aXG0zy https://t.co/U6DXfJR9sM
Taking a step back, I am largely impressed with Apple's smart home launch today. I think $299 will make the HomeView a huge seller. But the biggest thing is they finally have an end-to-end strategy and a cohesive story for the home. I believe it'll work. 引用 @markgurman：I find the $299 price for Hom
This is a step backwards. The red background was at least distinctive. What are we doing here? 引用 @BetaProfiles：iOS 27.2 Beta 4 redesigns the Apple Music app icon. https://t.co/AbslExrYVC
Cushman & Wakefield 的《2026指南》新增了关于建设成本、劳动力、设备交付周期、通胀和选址的外部参考。现代绿地设施平均建设成本为每兆瓦 1760 万美元，不含芯片和 GPU；每兆瓦建设成本自 Q4 2024 以来上涨 21%。
Bloomberg puts a theoretical 1GW AI data center in Abilene at ~$30bn. Its ten cost categories actually sum $17.1bn for chips and servers, and ~$13bn for everything else. My read is that the hardware assumption is likely closer to Hopper-era economics vs. the latest generation. https://t.co/KjTa26XLj
Thought about this more: Open weights could support attractive INFRA returns even as LAB margins compress. If training is funded elsewhere and open models deliver enough value, inference providers can charge less for tokens while retaining a spread over compute costs. 引用 @ShanuMathew93：This is a b
图表分析不同数据中心容量假设对实验室收入和支出的含义，依据包括公司披露、公开报道和示例情景。文中引用的估算显示，2026年美国数据中心增长规模约为10—21 GW（按IT口径），不同估值跨度超过两倍。
英伟达黄仁勋表示，将在一周内宣布20亿美元的欧洲投资，过去一年已投资80亿美元。黄仁勋在巴黎点名四家法国初创公司；英伟达今年前四个月承诺投入超过400亿美元用于AI股权投资。
Guess like we found out why Elon has been going on a crusade against memory in his recent posts. $SKHY and Samsung have been price hiking memory too much? https://t.co/r3sTYkd7TX
IMF在中东战争持续8个多月的背景下基本维持全球经济增长预测，并称全球经济再次显示出韧性。美国GDP预计2026年增长约2.3%，与2025年相同。
BILL ACKMAN买奈飞，卖奈飞，又买入，是一个很好的验证投资理念的过程。从他的分享可以学到很多投资的理念。今晚看的第三个采访😂 https://t.co/C08hcJJmxE
Good morning. Here's the usual summary table from the just-released World Economic Outlook from the IMF. More to follow. #economy #markets @IMFNews https://t.co/lptAHOJon5
BP于今早宣布，对其绿色能源投资减记最高45亿美元，具体内容将在第三季度业绩中完整披露。引用内容称，BP新任不久的CEO Meg O’Neill表示，公司没有谨慎管理股东资本。
Governor Waller participates in a discussion at the @BBGNewEconomy Forum 2026 Watch live: https://t.co/LRdfwsAu4K Learn more about Governor Waller: https://t.co/x9pLY09PF9
这两天美股一个迹象就是部分资金开始流切往价值股、医疗保健、金融、公用事业板块，一方面是防守另一方面也有上周五这里https://t.co/HyuQZKyn26聊“关注美债收益率筑顶的可能性”，收益率筑顶回落，之前一个多月被压制的这些板块都能往上冒头。昨晚纳指、标普跌，道指小涨也是这个逻辑。正好跟美银的报 https://t.co/Zmj26DGTpA 引用 @qinbafrank：现在看美银上周这份《FLOW Show》时机很好，Hartnett认为高利率已经开始影响市场内部结构，而中期选举可能进一步改变盈利、资本开支和监管预期。在这个窗口里，现金有收益，投资者也就有耐心等待。他给的建议是：
From the WSJ article, "China’s Weakening Economy Is Creating a Lost Generation." #economy #markets @WSJ #china https://t.co/PGOScAmGbr
加密券商模式迎来新的重磅玩家，又一个头部交易所—Bybit入局。个人一直很看好这个模式——稳定币出入金+合规美股经纪商链路，几乎是把加密的效率和TradFi的真实权益完美结合。Bybit真实股票业务正式推出，等于给币市用户又多了一个丝滑选项。简单说Bybit这次走的正是典型的“加密券商”玩法。 https://t.co/mjcCu2s9LC 引用 @Bybit_ZH：Bybit 正式打通美股交易！ 1000+ 美股 & ETF、零佣金、$5 起投、真实持股 加密 + 美股，不用再切平台了，现在全在一个账户搞定 了解更多 👉：https://t.co/YDchar25b4 https:
From satellites to skincare, France is building with NVIDIA. 🇫🇷 Developers, researchers, and businesses across France are using NVIDIA technology and open models to bring AI into the real world. Explore France’s AI ecosystem: https://t.co/sL6GVrYOE0 Meet two of the people https://t.co/A2tlwIUgZ
AVGO和INTC在DBS会议材料中表示，AI领域的突破将使芯片投资需求至少在未来两年保持旺盛；发言还称当前供应不足以满足市场需求。引用内容提到韩国市场的$SKHY和三星下跌，并批评AVGO CEO称AI投资者是赌徒、企业AI尚未带来投资回报。
Physical AI + Humanoids are the next progression of AI. $NVDA CES 2025 projections and Elon's prediction on $TSLA + 1 Billion humanoids in the next decade, seems to be speeding up. New statement from Unitree CEO after testing GPT-6 on their humanoid program was that: - In https://t.co/c9veQKWVJe
听了David Rosenberg和Jeffery Gundlach对话，发现做宏观的看多股市的真不多。另外不知道为啥，总觉得美联储在犯错，自己最懂经济。 21年到现在，David R关于股市的看法。 21，谨慎，看空股市 22，看空，预期·30%回调 23，非常看空，预期2900-3200 24，仍然谨慎 25，更加担心股市，AI估值过高
$META 今天推出MUSE WONDER，最新模型，支持付费MUSE智能体。接下去看个广告给你试用MUSE
Meta发布Muse Wonder和Muse Wonder Full两款模型，官方称其在个人和专业智能体任务上达到行业前沿水平，这是Meta超级智能实验室（MSL）去年重组以来推出的第一款前沿大模型。Muse Wonder即日起通过Meta Model API和编程智能体Muse提供。
每隔一段时间我可能都得重复一下我自己的理念，仅供参考。 板块，个股的基本面不值得天天聊，短期除非重大事件，不然不大会有基本面改变，价格的波动会出现一些减仓加仓的机会。 引用 @adakk2716701：@TJ_Research talk君，请问cpu您目前怎么看，amd和arm
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/dHCpOQXagv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 https://t.co/HB0aHD0ldW 引用 @qinbafrank：关于大饼及加密的这一波调整原因是什么以及之后怎么看？个人应该是X比较早预警调整要来的，最早是9月28号聊到（引用的推文）：准备金已经回落，意味着流动性开始收紧9月中下特别是10月下旬需要谨慎、10月下旬可能是
现在看美银上周这份《FLOW Show》时机很好，Hartnett认为高利率已经开始影响市场内部结构，而中期选举可能进一步改变盈利、资本开支和监管预期。在这个窗口里，现金有收益，投资者也就有耐心等待。他给的建议是： 1）对继续追加拥挤敞口保持谨慎 2）科技内部相对偏好七巨头，胜过半导体； https://t.co/THUFEVDzvC 引用 @qinbafrank：花旗10月5日发布的《全球股票季度展望：韧性还是自满？》核心其实是在回答一个很重要的问题：为什么在油价高位、全球重新进入加息周期、长端利率大幅上行、美国—伊朗冲突没有彻底解决、市场广度又明显恶化的情况下，全球股票仍然接近历史高点？
There may be some complexities around debt specifically taken on to build new manufacturing capacity -- but in general a credit expansion that pushes investment up (offsetting the property downturn) should support domestic demand and LOWER the current account surplus 3/3
The Journal story suggested that rapid debt growth was somehow leading to export dependence (I guess b/c exports and debt are both going up) -- but I think that is a bit confused. Exports are up b/c property lending and property investment tanked (1) and because the real
I agree with Mr. Batson; China needs more borrowing (used more efficiently) to support consumption and strengthen nominal GDP growth. I think many folks have the wrong intuition around an economy that saves 40% of GDP. It will either run massive external surpluses, or be in a 引用 @andrewbatson：@ni
Wow this is sad to see Korean markets with $SKHY / Samsung crash like this. Special thanks to $AVGO CEO adding fuel the fire… Calling AI investors gamblers and saying enterprise AI isn’t delivering ROI. https://t.co/fHzsD9Na4s
Expand the scale on the right hand side to 0%-" 100% and it becomes boring. Who gives a crap about whether l/s equity funds are between 48-56% net long. If they ran 48% all year vs 56% all year as of today they would have made 1.2% more. 引用 @eliant_capital：The definition of frustration in a char
Zelenskyy to Trump on Russian diesel supplies: "We do have influence over whether these ships can sail or not, whether these refineries can operate or not." 引用 @ZelenskyyUa：I don’t believe the volume of diesel Russia will export will affect the price. Moreover, we see that they can export from 300,
Really worrisome article. Not only is China galloping ahead in important industries, but they're also getting better and better at scamming. The west urgently needs a plan to nurture our own domestic scam ecosystem. https://t.co/ME6CnzSBJI
中国人民币兑美元汇率刚触及四年多来高位。多数法定货币兑美元走弱之际，人民币走势相反。
No Relief Coming At The Pump Despite all the rhetoric in recent days intended to create more product supply, it's all marginal in the face of an oil market that if anything looks like it's getting tighter. https://t.co/KLT3pxeovj
Via HSBC. Despite stocks hitting record highs, in person, people say they're skeptical of the AI trade. https://t.co/QiLMs4UaUh
Ukraine has “influence over whether these ships can sail or not, whether these refineries can operate or not. … Electricity is what matters to us. That’s clear. If we can be guaranteed protection for our power system, then we will not strike Russia’s diesel infrastructure in 引用 @ZelenskyyUa：I don
比亚迪表示，计划在欧洲扩大招聘，到 दशक末将当地员工人数增至约4万人。原文未提供招聘时间表或岗位分布。
Rolling correlation between bond yields and stock prices https://t.co/BlTWMjTrPn