the public backlash against data centers in the U.S. is spreading to Europe and Asia!
the public backlash against data centers in the U.S. is spreading to Europe and Asia! https://t.co/ABxV3CLpQG
全部X
X（推特）上的财经、科技与宏观账号
X·财经博主AI 评分1919 X·财经博主AI 评分3131 I heard you like FD-SOI, so is going single digit nm-class performance. Designed in Europe.
I heard you like FD-SOI, so @GlobalFoundries is going single digit nm-class performance. Designed in Europe. https://t.co/S7fqAMYmw5
X·财经博主AI 评分44 CEO Tim Breen
CEO Tim Breen GM Fabs Manfred Horstmann And lil ol' me @GlobalFoundries https://t.co/sFOudr6V8t
X·财经博主AI 评分1313 2026.41: It’s Not You, It’s Me
2026.41: It’s Not You, It’s Me The best Stratechery content from the week of October 5, 2026, including drifting apart from Apple, Facebook complications, and the delightful absurdity of U.S.-China dynamics. https://t.co/nbkVuIAdgG
X·财经博主AI 评分2929 There isn’t yet a single fungible unit of compute. An “H100 GPU-hour” tells you the hardware and…
There isn’t yet a single fungible unit of compute. An “H100 GPU-hour” tells you the hardware and duration, but cluster size, networking, location and contract terms can materially change what that capacity is worth. @ash_locked does an excellent job explaining how this carries https://t.co/bdAoUCSl
X·财经博主AI 评分5050 英伟达 Vera Rubin 服务器启动生产，Blackwell GB300 和 B300 服务器量产推动 Wistron 营收创新高
英伟达 Vera Rubin 服务器启动生产，Blackwell GB300 和 B300 服务器量产，推动 AI 服务器厂商 Wistron 营收创纪录新高。AMD CEO Lisa Su 近期访问 Wistron 位于 Zhubei 的新厂 A1，显示 Helios 服务器业务延续强势。
X·财经博主AI 评分6464 媒体称 Delta 2026 年资本开支预估升至 NT$70 billion
媒体报道称，Delta 2026 年资本开支目前预计为 NT$70 billion，高于今年早些时候的 NT$46.6B。原文称，Delta 正在扩充 AI 产能；其他 Lite-On 竞争对手也因 AI 数据中心和 AI 服务器厂商的需求而增加资本开支。
X·财经博主AI 评分5252 Lite-On Technology签下3.5亿美元德州工厂建设合同
Lite-On Technology签下金额为3.5亿美元（NT$11.06B）的合同，用于建设其位于德州McKinney的工厂。该工厂计划生产高压直流电源机架及AI基础设施相关产品；媒体报道称，这份合同属于一项总额9.19亿美元的计划。
X·财经博主AI 评分1818 Like usual growth solves most problems so there’s a chance this looks like a blip if the labs go…
Like usual growth solves most problems so there’s a chance this looks like a blip if the labs go back to rapid ARR growth This was always the issue when every bet was additional leverage on the same data points (lab growth). That’s why fear cascades when the foundational bet 引用 @joinyellowbrick：I
X·财经博主AI 评分88 Fun little touch for the iPhone Duo launch: Apple retail stores will have a system to customize the…
Fun little touch for the iPhone Duo launch: Apple retail stores will have a system to customize the boot of the device with the buyer's name so it says "Hello, Mark" (for example) when it turns on for the first time. (US only, Duo only, English and Spanish).
X·宏观AI 评分5656 中国拟在国庆假期短暂停运后恢复成品油出口
中国拟在国庆假期短暂停运后恢复成品油出口。原文称，此举将有助于缓解全球柴油、汽油和航空燃油市场偏紧，并附有链接 https://t.co/uC1teY4fqw
X·宏观AI 评分4444 美国财政年度赤字升至近2万亿美元，约占GDP的6%
美国截至9月30日的财政年度预算赤字升至近2万亿美元，具体为1.993万亿美元。尽管经济表现稳健，美国赤字仍约占GDP的6%。
X·宏观AI 评分3838 近期的美股就是在被不断调教：
近期的美股就是在被不断调教： 1）昨天盘前报道说美军已经做好准备川普要在中期选举前升级再动手，盘前油价上行长债收益率也上行，市场都在跌。 然后盘中川普说“正在跟伊朗讨论，我们不会在11月3日美国中期选举之前的任何时候攻击伊朗”，情绪开始缓解； 引用 @qinbafrank：现在油价和长债收益率跟股市就是个跷跷板，晚上油价上行带动长债收益率也向上，美股盘前也就跌。油价起来是因为三个点：川普再次威胁要在中期选举前升级、前两天这里https://t.co/1tbr0X9SiB聊到霍尔木兹海峡通过接驳转运恢复了大半但是转运成本很高导致油价很难下去、然后这两天因为飓风墨西哥湾25%的 https:/
X·宏观同新闻AI 评分7777 Lumentum光学组件订单排至2029年初，六个月前称有望在2028年前售罄产能
Lumentum首席执行官迈克尔·赫尔斯顿在东京接受采访时表示，公司光学组件几乎售罄，订单排到2029年初。六个月前，赫尔斯顿曾表示Lumentum有望在2028年前售罄产能。
同一新闻，精选展示《据报道，Lumentum称光器件产能已售至2029年初》
X·宏观AI 评分3838 Taking a step back from the ups-and-downs of the oil market, one remarkable feat: global economic…
Taking a step back from the ups-and-downs of the oil market, one remarkable feat: global economic growth remains largely unchanged since the spring. @KGeorgieva: "Steady global growth has continued" The IMF/WB annual gathering is next week: https://t.co/Rn1XhHXA5L
X·财经博主AI 评分2727 Per Grok, “Trucked compressed natural gas is reported to cost roughly four times pipeline…
Per Grok, “Trucked compressed natural gas is reported to cost roughly four times pipeline deliveries once labor, equipment, and truck fuel are included, and scaling it even to 100 MW of the 2.45 GW Project Jupiter site would require a large trailer roughly every 40 minutes.”
X·财经博主AI 评分4040 Oracle 用卡车运输天然气以规避数据中心供电延误，引发对效率与排放的质疑
Oracle 正用卡车运输天然气，为 AI 数据中心供电，以绕过可能威胁其扩张的管道延误。该做法已在 Utah 和 Texas 使用，可能扩展至其 2.45-GW 项目；评论指出，卡车运输在能源效率、成本和排放方面都不理想。
X·财经博主AI 评分1313 Interesting -- despite all the news on AI politicization and data center pushbacks, only ~8% of…
Interesting -- despite all the news on AI politicization and data center pushbacks, only ~8% of voters rank it as the top issue per recent Echelon Insights polling https://t.co/sgIFquDYWF
X·财经博主AI 评分1919 Reminder, we can't tap this well forever. "A report for Idaho National Laboratory from February…
Reminder, we can't tap this well forever. "A report for Idaho National Laboratory from February puts what's left through conventional methods at roughly 4-5GW. Novel approaches could stretch that. Alva Energy says its second-turbine design could add 10GW across the fleet."
X·财经博主AI 评分2626 "Add that up, and the uprates squeeze about 1.5GW of new juice out of old nuclear. But the…
"Add that up, and the uprates squeeze about 1.5GW of new juice out of old nuclear. But the hyperscalers backing them get even more, nearly 6.9GW in total contracts." @TheNewGoldRush https://t.co/3LCmjQvzl8
X·财经博主AI 评分2121 Oh Hai. Toady I'm in Dresden with ! Just had a fab tour, going to the new fab ceremony this…
Oh Hai. Toady I'm in Dresden with @GlobalFoundries! Just had a fab tour, going to the new fab ceremony this afternoon. Hopefully get time with the CEO. https://t.co/DwwSVaFZEx
X·财经博主AI 评分4444 42只AI股票与标普500市场表现的分化
42只AI股票自2024年1月以来贡献了标普成分股盈利增长、股价回报和资本支出的60%-80%。与此同时，60%的标普500成分股下跌20%或更多。
X·财经博主AI 评分2929 "AI accounts for the only positive trend in US construction spending, having risen by 38% since…
"AI accounts for the only positive trend in US construction spending, having risen by 38% since January 2024. Unfortunately the other three main categories are down since then (manufacturing -28%, commercial real estate -13% and residential -6%). That’s why the decline in planned https://t.co/9qvQpt
X·财经博主AI 评分1919 Why are Euro auto brands losing to China? Well... let's look at costs, productivity, employee…
Why are Euro auto brands losing to China? Well... let's look at costs, productivity, employee output, etc. Hard to compete with this. "Using VW’s auto plants as a proxy, labor costs, labor productivity, sick leave rates, unit costs and electricity costs in its China plants are a https://t.co/rLvIia
X·财经博主AI 评分3232 Some red meat for in Cembalest's latest (cc: )
Some red meat for @friedberg in Cembalest's latest (cc: @Jason @theallinpod) >"By 2030-2031, 100% of Federal tax revenues are projected by the CBO to be needed just to pay entitlements and interest on the Federal debt. Something may have to give by then, possibly after a riot in https://t.co/rCamOH
X·宏观AI 评分2525 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…
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月下旬可能是年内流动性的最低点，已经给这次一调整预警了。 https://t.co/jJpEaJwrYp 引用 @qinbafrank：对于大饼和加密，需要关注一些流动性的变化。银行准备金上上周3.03万亿，上周已经回落到2.96万亿。之前8月20号的推文有聊到：从流动性的角度看、近期币市应该还可以，直到9月中。9月中下特别是10月下旬需要谨慎、10月下旬可能是年内流动性的最低点。然后年底又可以更乐
X·宏观AI 评分2626 美国政府是在卖币么？关于这一点，分析值得看看。Galaxy没有把这一波美国政府相关比特币转入Coinbase Prime写成已经卖出。他们前天的链上帖做的是来源拆解和持仓核算：确认币进了美国政府在Co…
美国政府是在卖币么？关于这一点，@glxyresearch的这篇分析值得看看。Galaxy没有把这一波美国政府相关比特币转入Coinbase Prime写成已经卖出。他们前天的链上帖做的是来源拆解和持仓核算：确认币进了美国政府在Coinbase https://t.co/wEz4ub3CCJ 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月下旬可能是年内流动性的最低点，已经给这次一调整预警了。 https://t.
X·宏观AI 评分2828 Korea is heading for a current account surplus of close to $500 billion this year --
Korea is heading for a current account surplus of close to $500 billion this year -- That of course raises the question of how is the surplus being recycled. Korean purchases of US equities is definitely a big part of the answer, but no longer the entire answer 1/many https://t.co/R6Pq60XPjJ
X·宏观AI 评分55 And the sums involved are so staggeringly big that they are bound to leave traces (Korea is now…
And the sums involved are so staggeringly big that they are bound to leave traces (Korea is now similar to China in that respect) 9/9 https://t.co/k0ix5xriL0
X·宏观AI 评分1818 Bottom -- very little has so far flowed into the US bond market (to fund either the borrowing to…
Bottom -- very little has so far flowed into the US bond market (to fund either the borrowing to build the data centers that use the chips or the US fiscal deficit) ... but it isn't clear that the old equity outflows offsetting the surplus equilibrium will persist going forward
X·宏观AI 评分1212 Equity outflows were almost the entire answer in the first half of the year (foreigners selling…
Equity outflows were almost the entire answer in the first half of the year (foreigners selling Korean stocks because of concentration limits/ Koreans buying foreign stocks) but not in July and August 2/ https://t.co/V1iKtMdXzi
X·宏观AI 评分3535 昨晚30年期美债拍卖数据整体表现也是很不错的，超出市场预期，有效缓解了市场对美国长端美债需求疲软的担忧。具体拍卖数据如下：
昨晚30年期美债拍卖数据整体表现也是很不错的，超出市场预期，有效缓解了市场对美国长端美债需求疲软的担忧。具体拍卖数据如下： 1、得标利率 5.618%高于预发行利率（5.618%与预发行利率基本持平，未出现明显的尾部利差），创下2000年以来的最高水平，反映出投资者对长端美债要求较高的风险补偿。 引用 @qinbafrank：昨晚的十年期美债拍卖结果是一个好的信号： 1）美国390亿美元10年期国债拍卖中标收益率5.3%，低于预发行利率、即市场定价预期； 2）认购倍数2.77倍明显高于过去六次平卖平均的2.54倍； https://t.co/LTLpBuH9Bw
X·科技公司AI 评分66 Using Grok is like hiring a super smart, hard-working person for peanuts
Using Grok @Bot is like hiring a super smart, hard-working person for peanuts 引用 @B_doong2daddy：First month I paid $200 Cursor Ultra just to try Grok Bot. I said to myself.. it's okay even I don't find it worth it, I will still learn something. I learned so much since I started Grok Bot + Cursor. I
X·财经博主同新闻AI 评分7474 Lumentum CEO称公司订单已排至近2029年，超大规模云厂商需求可见度延伸至2030或2031年
Lumentum CEO在彭博表示，公司已基本售罄至近2029年；其称，从公司角度看，目前已完全售罄且看不到需求终点。CEO还表示，来自超大规模云厂商的需求可见度延伸至2030或2031年。
同一新闻，精选展示《据报道，Lumentum称光器件产能已售至2029年初》
X·宏观AI 评分1919 Correlation between 10y yield and S&P 500 remains deeply negative (more so when yields rise on the…
Correlation between 10y yield and S&P 500 remains deeply negative (more so when yields rise on the day) https://t.co/GnyMtCzoZX
X·宏观AI 评分88 Tensor10 (see what I did there having added AMD) chart/table
Tensor10 (see what I did there having added AMD) chart/table https://t.co/JidNwVlRhK
X·宏观AI 评分4242 美国房贷申请连续第五周下降，10月2日当周降4.2%，30年期房贷利率升至7.49%
房贷申请连续第五周下降，截至10月2日当周减少4.2%。30年期房贷利率升至7.49%，较前一周上升近20个基点，为近三年来最高水平。
X·宏观AI 评分1515 Druck now. Bloomberg Bro Asymetric information The House. Arrogant prick in despair
Druck now. Bloomberg Bro Asymetric information The House. Arrogant prick in despair @SecScottBessent https://t.co/Ps8Vtz5VVA 引用 @RealNickMugalli：Treasury secretary Bessent confirms that Stan Druckenmiller lost a bunch of money like citadel securities shorting bonds… He also acknowledged his old s
X·宏观AI 评分1212 As French yields continue to climb and pull other European yields higher, there's a question on…
As French yields continue to climb and pull other European yields higher, there's a question on many people's minds: What is the circuit breaker, and when does it kick in? Is it endogenous? If so, we are likely still a ways away from its trigger point, especially given how
X·宏观AI 评分5959 Waller称支持通胀回到2%目标的额外加息不必在连续会议进行
Waller表示，他预计还需额外加息，以支持通胀更及时回到2%的目标。加息时间有一定灵活性，不必安排在连续会议，但应在可接受的时间内完成。