U.S. small-scale #solar generation has quadrupled in the last decade. #TodayInEnergy
U.S. small-scale #solar generation has quadrupled in the last decade. #TodayInEnergy https://t.co/HDgrIxpiFp https://t.co/kyYI9lk3i0
#美股/全球
X（推特）上的财经、科技与宏观账号
X·宏观AI 评分1818 X·宏观AI 评分2626 另外过去一个月： SPY+1%
另外过去一个月： SPY+1% 纳指+0.7% 道指-0.4% 罗素-5.3% 银行-8.7% 必需品+4.4% 医疗+5.4% 芯片+0.3% 大科技+2.2% 等权-0.1% 情绪面为啥低？ 引用 @TJ_Research：半导体连续9天下跌，体感难受可以理解，历史数据是06年以来的第一次连续9天都下跌。我自己账户高点回撤8.5%，YTD 33%。所有持仓如下 INTC, MSFT, AMZN, GE, GOOG, CRCL, QCOM, EUAD, NUGT, BE, VST, TSLA, UNH, ADBE, NOK, HOOD https://t.co/oQrOly23A2
X·宏观AI 评分1717 朋友，PM有业绩压力，我没有。
朋友，PM有业绩压力，我没有。 我接触的LO基金，今年全部跑输ACWI 5-10+%，全是出名的机构，主动基金过去几年是灾难区，就算是HF，今年不是5月份的追涨也是一塌糊涂。可以把今年HF的YTD一家家都列出来，没赚多少还DEGROSS，4月份他们敢追吗？ 引用 @zhusports1982：@TJ_Research 小桃有自己的view是一个很好的点！但如果站在机构角度，你离PM还有蛮多提升空间～试着站在LO甚至空头角度思考板块配置和仓位管理，比如最近那么明显的degross趋势，就应该降一些硬件仓位或者做对冲，而不是满仓状态去迎接业绩期～
X·宏观AI 评分1818 VIX飙起来已经超过7月底的水平，这是有恐慌盘出来了？
VIX飙起来已经超过7月底的水平，这是有恐慌盘出来了？ https://t.co/NCOtmwsOQ5 引用 @qinbafrank：如果说上周五看到了📉的风险，那么这两天又看到了可以低买的机会。几个逻辑：
X·宏观AI 评分1111 The (1-x) qualification to the rotation trade within the stock market away from tech that many seem…
The (1-x) qualification to the rotation trade within the stock market away from tech that many seem to favor: Given tech's role in recent years as an engine of economic growth and a magnet for domestic and international capital, the wellbeing of the non-tech sector (1-x) could
X·宏观AI 评分1010 Story 2 with the whole lead up to October 19th for the 39th anniversary
Story 2 with the whole lead up to October 19th for the 39th anniversary 引用 @dampedspring：Life as an Investment Banking Analyst Oct 13 - Oct 19 1987. The week before the stock market crash of 1987 was already bizarre at Salomon Brothers. On 10/13, John Gutfreund, perhaps sensing the upcoming event
X·宏观AI 评分1717 6% outperformance of $TLT vs $SPY
6% outperformance of $TLT vs $SPY https://t.co/1tEJsNiY1l 引用 @dampedspring：Welp. I'm short this thing for the next two months or so. https://t.co/ouflaEgKIc
X·宏观AI 评分1515 Another single-day 5 percentage points spread between best performing sector (Energy) and worst…
Another single-day 5 percentage points spread between best performing sector (Energy) and worst performing sector (Tech)
X·宏观AI 评分2525 Bubble Talk: Tulips to Tech
Bubble Talk: Tulips to Tech Rational Dissent Episode 013 Despite bubbly valuations, persistent market skepticism suggests the AI boom is expanding like 1996—not collapsing like 2000. -- Available on YT, Spotify, Apple Podcasts, Overcast, etc. Chapters 00:00 - Introduction & https://t.co/zP8B4ZOu6i
X·宏观AI 评分99 Fascinating thread
Fascinating thread 引用 @jstatistic：What’s behind the saw-tooth in Canadian Treasury holdings and money-fund repo to Canadian banks? Mostly the well-known window-dressing by dealers around reporting dates. But I think it masks the bigger takeaway. https://t.co/4hKy9eRu8o
X·宏观AI 评分4646 越来越难将非能源商品价格持续通胀归咎于关税
非能源商品价格持续通胀，越来越难归咎于关税。耶鲁预算实验室追踪数据显示，美国平均关税税率较2025年8月峰值下降43%，不计2025年4月的混乱期。最高法院针对IEEPA关税的裁决、要求遵循程序的关税法律及对可负担性的政治关注均产生了影响。
X·科技公司AI 评分3737 New from our STEM Fellows Program: Designing more efficient quantum circuits with Claude.
New from our STEM Fellows Program: Designing more efficient quantum circuits with Claude. Given plain-language instructions, Claude Mythos 5 designed quantum circuits that improve on the best published ones, sometimes by an order of magnitude or more. More efficient circuits
X·科技公司AI 评分1111 Grok got much faster
Grok @Bot got much faster 引用 @bot：Grok Bot is much faster. Computer tasks finish 3x sooner on average, and replies to everything else arrive in less than half the time.
X·财经博主AI 评分1515 2026.42: Home At Last
2026.42: Home At Last The best Stratechery content from the week of October 12, 2026, including what Apple is doing, SpaceX's appetite, and the title, takes, and the Washington Wizards. https://t.co/FeJjlxhHl6
X·财经博主AI 评分1414 I hope in this hypothetical case Susan gives Alex an earful in response. The markets are near ATH.…
I hope in this hypothetical case Susan gives Alex an earful in response. The markets are near ATH. If THIS isn't "good" time, when exactly would you want them to issue equity? Capital is going to be VERY important in this race. Issuing equity at the right time and optimizing for 引用 @RihardJarc：Ale
X·财经博主AI 评分5050 Shanu Mathew转述黄仁勋称英伟达每吉瓦内容价值超400亿美元
Shanu Mathew转述黄仁勋在最新一期 BG2 访谈中的说法，英伟达每吉瓦的内容价值超过400亿美元，前沿实验室约占其业务的25%–30%。基线计算约占三分之一，年增长率约为30%–40%；访谈还涉及AI收入是否支撑资本开支、2027年AI瓶颈及开放与封闭等话题。
X·财经博主AI 评分4444 Dylan Patel 预测 OpenAI 与 Anthropic 合计收入到 2027 年 12 月或达 6000亿至7000亿美元
Dylan Patel 预测，OpenAI 与 Anthropic 到 2027 年 12 月的合计收入可能达到 6000亿至7000亿美元。Anthropic 今年收入预计增长约 10 倍，从低于 100 亿美元升至高于 1000 亿美元的收入运行率；他还称 Anthropic 可能在 2028—2029 年达到约 1 万亿美元收入。
X·财经博主AI 评分2121 S&P is still up +12% YTD
S&P is still up +12% YTD https://t.co/U1xh6dd7gS 引用 @mbrushstocks：1,400 stocks are down 70%+ from their 52-week highs. https://t.co/0t5nE6jYdt
X·grokAI 评分2929 最新@conferenceboard调查发现，近一半CEO预期未来三年AI将提升生产率并降低运营成本
最新@conferenceboard调查发现，近一半CEO预期未来三年AI将提升生产率并降低运营成本 https://t.co/yTaNSjJYs1 原文： Latest survey from @conferenceboard found that nearly half of CEOs expect AI to boost productivity and reduce operating costs over the next three years https://t.co/yTaNSjJYs1
X·grokAI 评分3131 网络安全、AI与地缘政治仍是CEO在2026年4季度的顶尖风险，且各项担忧较上季上升
网络安全、AI与地缘政治仍是CEO在2026年4季度的顶尖风险，且各项担忧较上季上升 @conferenceboard https://t.co/Bn1KkKEz30 原文： Cybersecurity, AI, and geopolitics remained CEOs’ tops risks in 4Q26, with concern over each increasing from the prior quarter @conferenceboard https://t.co/Bn1KkKEz30
X·grokAI 评分3232 按ISM方法调整后，帝国州与费城制造业指数10月均扩张，但两份调查故事不同：帝国走强，费城走弱
按ISM方法调整后，帝国州与费城制造业指数10月均扩张，但两份调查故事不同：帝国走强，费城走弱 https://t.co/ZW5qEkP814 原文： Adjusted for ISM methodology, both the Empire and Philly Manufacturing Indexes expanded in October, but the two surveys told different stories: Empire strengthened, while Philly weakened https://t.co/ZW5qEkP814
X·grokAI 评分2323 10年期收益率与标普500的滚动相关性仍为负，尽管昨天出现了有趣的正相关走势
10年期收益率与标普500的滚动相关性仍为负，尽管昨天出现了有趣的正相关走势 https://t.co/pJLtCt8zKG 原文： Rolling correlation between 10y yield and S&P 500 remains negative, notwithstanding yesterday’s interesting positive correlated move https://t.co/pJLtCt8zKG
X·宏观AI 评分3232 Current growth rates in the European market (a market of say 11m cars ex UK) would bring Chinese…
Current growth rates in the European market (a market of say 11m cars ex UK) would bring Chinese exports to 3m in 2027 and 5m in 2028 ... forcing a massive retrenchment that would undermine capacity to actually invest and compete in the future 4/ https://t.co/Twet3xyvTY
X·grokAI 评分4949 沃什称近期AI投资激增得益于“良好政策”，并拒绝暗示10月FOMC讨论
沃什称，近期由AI带来的大规模投资激增并非偶然，而是“良好政策”的结果，并称AI繁荣可能是全球经济最重要的上行因素。他表示不预判会议，也不暗示10月FOMC讨论可能采取的行动。
X·grokAI 评分4949 亚马逊推出 Bee Frontier 和 Bee Eclipse，布局个人 AI 设备与行动代理
亚马逊推出可穿戴设备 Bee Frontier 和磁吸手机背面设备 Bee Eclipse，试图将持续记忆与行动代理整合进 Alexa+ 和购物体系。文章认为，Bee 可延伸 Alexa 的个人上下文、捕捉购物需求，并成为亚马逊布局个人行动智能体的潜在催化剂。
X·grokAI 评分7070 美国PPI环比上涨1.3%，为2022年3月以来最快
美国PPI环比上涨1.3%，为2022年3月以来最快；核心PPI环比上涨0.5%。商品价格环比上涨2.6%，其中食品上涨1.2%、能源上涨10.8%；服务上涨0.8%，其中运输上涨3.4%、贸易上涨1.4%。PPI同比上涨6.3%，较此前高0.7个百分点；核心PPI同比上涨5.0%，较此前高0.2个百分点。
X·grokAI 评分7272 美国9月PPI同比升至6.3%，高于5.4%的共识预期
美国9月头条PPI环比跳升1.3%，同比升至6.3%，高于5.4%的共识预期；核心PPI环比上升0.7%，同比为5.0%，高于4.4%的共识预期。原文还称，美国10年期收益率降至5.06%。
X·grokAI 评分2929 自大衰退到2019年，美国劳动生产率增长令人失望，但自2019年以来增长……
自大衰退到2019年，美国劳动生产率增长令人失望，但自2019年以来增长…… 原文： From the Great Recession until 2019, U.S. labor productivity growth disappointed but, since 2019, growth has picked up to twice the 2010s rate: around 2%. In today's post, the author uses data from firms’ 10-K filings to unpack this recent acceleration. ht
X·grokAI 评分3737 初请失业金升至19.9万，预期20.0万，前值19.8万；续请失业金171.0万，预期170.9万
初请失业金升至19.9万，预期20.0万，前值19.8万；续请失业金171.0万，预期170.9万 原文： Initial jobless claims up to 199k vs. 200k est. & 198k prior; continuing claims at 1.710M vs. 1.709M est. & 1.714M prior … greatest increases in CA (+4.3k), IL (+1.1k), & NJ (+0.9k); greatest decreases in HI (-0.3k), MI (-0.1k), & IA (-0.1k) ht
X·grokAI 评分3131 ⚠️美国消费者在临近#假日季时仍在支出，失业率低、就业健康……
⚠️美国消费者在临近#假日季时仍在支出，失业率低、就业健康…… 原文： ⚠️US consumers are still spending as we approach the #holiday season with low unemployment, healthy balance sheets and wealth accumulation in the driver's seat, but higher inflation is leading to depressed morale & income erosion, capping inflation-adjusted outla
X·grokAI 评分5050 美国9月零售销售环比增长0.8%，剔除通胀后增长0.1%
美国9月零售销售环比增长0.8%，剔除通胀后增长0.1%；核心销售增长0.1%，销量约为0。分项中汽油增长6.4%、家具增长1.3%、餐吧增长1.1%、健康增长0.7%，建材下降0.6%、体育用品下降0.5%。
X·grokAI 评分6868 美国9月PPI同比上涨6.3%，核心PPI同比上涨5.0%
美国9月PPI同比上涨6.3%，高于5.4%的预期和上修至5.6%的前值；核心PPI同比上涨5.0%，高于4.4%的预期和4.8%的前值。原文链接：https://t.co/pIQKI9t1jn
X·grokAI 评分6060 美国9月零售销售环比增长0.8%，高于预期的0.3%
美国9月零售销售环比增长0.8%，高于预期的0.3%，低于前值1.3%。除汽车销售环比增长0.9%，前值为1.4%；控制组环比增长0.1%，前值为1.2%。
X·宏观AI 评分1616 另外不得不吐槽一下，老马说28年中国会产很多很多RAM，我就问你，老马的时间点什么时候对过? 另外SPACEX就是一个巨大的新云，27年10GW，算过他要融资多少钱吗？
另外不得不吐槽一下，老马说28年中国会产很多很多RAM，我就问你，老马的时间点什么时候对过? 另外SPACEX就是一个巨大的新云，27年10GW，算过他要融资多少钱吗？
X·宏观AI 评分2424 After a solid run over the past year, the KBW Bank Index has retreated sharply from its August…
After a solid run over the past year, the KBW Bank Index has retreated sharply from its August peak, falling nearly 14% [Past performance is no guarantee of future results] https://t.co/8CoY5kiiHC
X·宏观AI 评分22 Looking forward to joining for #TheClose around 3pm ET this afternoon
Looking forward to joining @BloombergTV for #TheClose around 3pm ET this afternoon
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2424 Smart Tho aligning with the EU on plug in hybrids and battery electric vehicles currently means…
Smart Tho aligning with the EU on plug in hybrids and battery electric vehicles currently means doing somewhat different things 引用 @FT：France and Germany to allow UK in EU car policy if it aligns on China tariffs https://t.co/yOtqTd2Q5m