Mark Gurman称苹果将于10月27日举办第二场活动，推出触屏MacBook等产品
Mark Gurman称，苹果10月27日将举行第二场活动，推出首款触屏MacBook、OLED iPad mini、M6 14英寸MacBook Pro和iMac。该活动安排在10月13日智能家居产品发布之后。 https://t.co/bh8Vqdgnr8 https://t.co/wmlNWXC41n
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X（推特）上的财经、科技与宏观账号
X·财经博主AI 评分5151 X·财经博主AI 评分7272 媒体称台积电与GlobalFoundries签署20亿美元多年期硅中介层供货协议
媒体报道称，台积电与GlobalFoundries签署了一项20亿美元的多年期硅中介层供货协议，硅中介层是台积电CoWoS先进封装的重要组件。报道还称，随着供货协议扩大，GlobalFoundries将扩充其纽约州Malta厂区产能。
X·财经博主AI 评分6464 台湾9月半导体出口同比增长46.1%至297.4亿美元
台湾9月半导体出口同比增长46.1%至297.4亿美元，推动台湾9月单月出口额创历史新高。1月至9月半导体出口额为2200亿美元，同比增长47.3%；同期整体出口同比增长60.9%至872.2亿美元。
X·财经博主AI 评分6666 联发科第三季度营收创纪录，达新台币1680.6亿元
联发科第三季度营收创纪录，达到新台币1680.6亿元，同比增长18.2%、环比增长10.2%，并超过业绩指引上限新台币1598亿元。原文称，两款高性能天玑手机芯片的发布使联发科受益；正文未提供芯片型号。
X·财经博主AI 评分5050 TSMC供应商Gudeng Precision将在亚利桑那州格伦代尔启用首座美国工厂
TSMC供应商Gudeng Precision计划于第四季度在亚利桑那州格伦代尔启用首座美国工厂，为TSMC及其他客户供应半导体设备，并生产航空航天相关产品。
X·财经博主AI 评分66 It’s going to be absolutely fascinating to see what Apple does here.
It’s going to be absolutely fascinating to see what Apple does here. 引用 @theblaze：Trump says anyone using the term “Artificial Intelligence” instead of calling it Super Intelligence is “THE ENEMY!” https://t.co/gdokou57if
X·宏观AI 评分00 Good morning.
Good morning. FYI, the link to yesterday's conversation with Wilfred Frost on Sky News. https://t.co/8ZCAgl0Z7I #economy #uk #markets #budget @WilfredFrost @SkyNews https://t.co/R1Y7S3x0nQ
X·宏观AI 评分3535 The first hurricane of the North Atlantic season: Isais, which has formed inside the US Gulf of…
The first hurricane of the North Atlantic season: Isais, which has formed inside the US Gulf of Mexico. On current tracking forecast, the threat is limited to GoM oil production. Crucially, little refining capacity in Alabama (3 refineries in total, with ~140,000 of capacity).
X·宏观AI 评分1616 European government bond yields continue their upward march this morning.
European government bond yields continue their upward march this morning. #economy #bonds #markets #europe https://t.co/KfLauyCVqH
X·宏观AI 评分1414 三个大事件和一个趋势，让X平台在政治、地缘、科技AI和金融这些高度重视时效的领域，越来越成为全球范围内的信息中心，也越来越成为全球最有影响力的社交媒体平台（没有之一）。三个大事件：24年美国总统大选、…
三个大事件和一个趋势，让X平台在政治、地缘、科技AI和金融这些高度重视时效的领域，越来越成为全球范围内的信息中心，也越来越成为全球最有影响力的社交媒体平台（没有之一）。三个大事件：24年美国总统大选、25年关税战、26年伊朗战争（伊朗最高领袖、总统、议长、外长都启用X账号发声）； https://t.co/PK6ERauCQS 引用 @qinbafrank：这个功能太实用了，Grok https://t.co/9hfMbsT6NU
X·宏观AI 评分1717 Speech by Governor Waller on the economic outlook :
Speech by Governor Waller on the economic outlook @CentralBank_TR: https://t.co/FXJ1moQ8Ug Watch live: https://t.co/myzcmKOHtr Learn more about Governor Waller: https://t.co/x9pLY09PF9
X·宏观AI 评分7070 波斯湾至远东航线油运日运费升至约140万美元
波斯湾至远东基准航线的油运日运费升至约140万美元，一年前不足5万美元。运费上涨也扩散至中东冲突以外的多条航线，尤其是美国墨西哥湾沿岸和西非相关航线。
X·宏观AI 评分2323 Great analysis by a high IQ person in the industry.
Great analysis by a high IQ person in the industry. 引用 @hsu_steve：AI Boom or Bust? – Manifold #122 Are we in an AI bubble? Analysis of AI CapEx, revenues, OAI+ANT burn rates. AI revenue has to reach $ TRILLIONS per annum within the next few years (an increase of > 10x; compare total global soft
X·财经博主AI 评分7171 台积电2026年前三季度收入超过2025年全年
台积电2026年前三季度收入已超过2025年全年。按台积电数据，新台币收入为NT$3.90 trillion，对比2025年全年的NT$3.81T；美元口径分别为US$122.80 billion和US$122.42B，其中2026年总额为作者自行计算。
X·财经博主AI 评分6868 TSMC前九个月营收同比增长41.1%至NT$3.90万亿
TSMC前九个月营收同比增长41.1%至NT$3.90万亿。台湾交易所要求企业提交月营收报表；文中美元金额按TSMC第三季度汇率指引US$1 = NT$32.0计算。
X·财经博主AI 评分4747 台积电第三季度营收创纪录，达1.49万亿新台币并超业绩指引上限
台积电第三季度营收升至创纪录的1.49万亿新台币（467亿美元），超过业绩指引上限458亿美元。此前纪录为今年第二季度的1.27万亿新台币。
X·财经博主AI 评分1818 It's made to sound like an accident, yet China was waiting to grab the parts as soon as they…
It's made to sound like an accident, yet China was waiting to grab the parts as soon as they reached Hong Kong. Doesn't seem accidental at all. 引用 @business：China managed to get a hold of parts from an F-35 stealth fighter jet after a UPS employee missed an email warning not to route the shipment t
X·财经博主AI 评分1010 Valuation based on widget without the manufacturing costs
Valuation based on widget without the manufacturing costs The annoying part of this argument is ok if you’re comfortable saying this model family will dominate all other options at multiple points because of product leadership/ brand loyalty/ecosystem lock-in or whatever at 引用 @malinvested：🙃 htt
X·财经博主AI 评分1616 Uncomfortable notion for all the folks complaining about climate tech rebrands and the like. It’s…
Uncomfortable notion for all the folks complaining about climate tech rebrands and the like. It’s the foundation for much of the demand we’re seeing today - commercial, investor appetite, social interest. Heard from a prominent one that recent years have been among the best for 引用 @leepnet：AI saved
X·财经博主AI 评分44 4D Chess by Bloom to make me not be a skeptic nwo that they sponsor my guy Bron (sarcasm)
4D Chess by Bloom to make me not be a skeptic nwo that they sponsor my guy Bron (sarcasm) "Bloom announced a multi-year jersey patch deal with the 76ers, reportedly >$30m a year (the second-largest patch deal in NBA history), replacing who else but https://t.co/yg6DHwEPqP!" https://t.co/4H8ddobKaL
X·财经博主AI 评分1313 Many investors in the current market constantly asking others, practioners, and mgmt teams about…
Many investors in the current market constantly asking others, practioners, and mgmt teams about 'their experience with AI' and then make up their mind as some derivative mosaic of 'things they hear' from others like my brother in christ, open up Claude Code or Codex and use it!
X·财经博主AI 评分6363 贸易数据显示变压器价格升至每kVA 13美元
贸易数据显示，变压器价格从2014-22年的每kVA 7美元升至2024年的10美元、2025年的12美元和2026年的13美元。部分来源对欧洲新建50-100MVA机组报价为每kVA 30-35美元。https://t.co/yUD84a8NeW
X·财经博主AI 评分5252 Shanu Mathew称并网队列出现理性化迹象，PJM净流入约139 GW
Shanu Mathew称，@interconnectfyi 的并网队列报告显示，发电类型趋稳之际，各市场出现一些项目理性化迹象，更多投机性项目正在撤回。2026年5月2日至10月2日，净流入约189 GW，其中PJM约139 GW；原文链接：https://x.com/ShanuMathew93/status/2108132620458483999
X·财经博主AI 评分1111 Shout out my guy on the great piece around why it's not as simple as ordering a bunch of equipment…
Shout out my guy @rmcentush on the great piece around why it's not as simple as ordering a bunch of equipment and 'plugging it in' for data centers - grid or BTM. This is helpful for laymen and experts, both! Visuals are great. Lucky to see early version of the piece and Ryan https://t.co/jB8lBonRc
X·宏观AI 评分3030 .: “We have had 1 million private-sector jobs, and those are going to Americans. We are down…
.@SecScottBessent: “We have had 1 million private-sector jobs, and those are going to Americans. We are down 300,000 government jobs. We are seeing a manufacturing boom. Last year, we were setting the table, and this year is the banquet. We are seeing construction jobs that are https://t.co/ChlChMlK
X·宏观AI 评分2626 .: “The reason we had this crippling inflation under the Democrats was they created a demand shock…
.@SecScottBessent: “The reason we had this crippling inflation under the Democrats was they created a demand shock, but then the regulatory state constricted supply. What President Trump has done is create a private-sector demand shock with tax policy, energy policy, and trade https://t.co/2l6sHeY7i
X·宏观AI 评分6363 美国390亿美元十年期国债拍卖中标收益率为5.3%，认购倍数为2.77倍
美国390亿美元十年期国债拍卖中标收益率为5.3%，低于预发行利率所反映的市场定价预期。认购倍数为2.77倍，高于过去六次平卖平均的2.54倍。引用内容称，拍卖前市场关注收益率向5.4%上行及拍卖吸收情况，并讨论了出现明显 auction tail 或 stop-through 和强 indirect 的两种情形。
X·宏观AI 评分77 Trump accounts and the tweaks which divert their true educational and savings purposes to something…
Trump accounts and the tweaks which divert their true educational and savings purposes to something less and potentially more at risk to poor motives are being discussed again. Here are my thoughts. https://t.co/v1RFy0EuQX
X·宏观AI 评分1717 30 percent of workers age 25 and over had been with employer 10 or more years, January 2026 #BLSdata
30 percent of workers age 25 and over had been with employer 10 or more years, January 2026 https://t.co/SBhSrXhUBS #BLSdata https://t.co/R35o3mL0Ff
X·宏观AI 评分5656 Biohub宣布与美国政府、Google DeepMind、Isomorphic Labs及Meta合作建设AI生物学研究开放数据集
Biohub宣布与美国政府、Google DeepMind、Isomorphic Labs及Meta合作，建设用于AI生物学研究的开放数据集，总规模约18亿美元。Meta、Google DeepMind和Isomorphic Labs共同投入约3亿美元，美国能源部计划未来五年投入超过5亿美元。
X·宏观AI 评分4545 美联储如何看待AI基建投资、发债潮与市场走势
美联储9月议息会议纪要显示，委员们普遍认同需要进一步控制通胀，但对加息逻辑的侧重点不同：一部分关注能源供应冲击带来的通胀风险，另一部分认为需求仍然偏强。纪要传递出加息共识较强、10月不急于行动的信息。
X·宏观AI 评分1515 My latest #MarketSnapshot video has published … not looking my best as I have been under the…
My latest #MarketSnapshot video has published … not looking my best as I have been under the weather … but plugged away on the topic of weak market breadth: https://t.co/CrEF494OFq
X·宏观AI 评分5050 8月消费者信贷环比增加83亿美元，低于预期
8月消费者信贷环比增加83亿美元，低于150亿美元的预期值和前值177亿美元，为三个月来最小增幅。
X·科技公司AI 评分2323 🇧🇩 Starlink Mobile now available in Bangladesh! 🇧🇩
🇧🇩 Starlink Mobile now available in Bangladesh! 🇧🇩 引用 @Starlink：Starlink Mobile is now available in Bangladesh with @banglalinkmela. Millions of customers can now message over apps, share location and stay connected on compatible phones in cellular dead zones 🛰️📱 https://t.co/svpmmFtDeU
X·科技公司AI 评分1010 Grok is like hiring an extremely competent employee!
Grok @Bot is like hiring an extremely competent employee! 引用 @Michael_Fenech_：I keep hearing the same thing from people trying Grok Bot: “I’ve tried it. But I still don’t really understand what I’m supposed to use it for.” If that’s you, give me 53 seconds. I’ll show you the mental model that ma
X·科技公司AI 评分77 It’s really quite useful 👍
It’s really quite useful 👍 @Bot And you can download to your phone: https://t.co/Efbxq5vYIU 引用 @BrianRoemmele：“Grok Bot Is The Most Important Business Tool Of The Last 100 Years” https://t.co/vNrysPOtRq
X·宏观AI 评分2525 This sharp rise in UK gilt yields—with the 10-year up another 7 bps this morning to 5.45%—further…
This sharp rise in UK gilt yields—with the 10-year up another 7 bps this morning to 5.45%—further complicates an already difficult UK budget formulation. Indeed, this may well be the toughest fiscal formulation challenge in years. #economy #markets #uk #budget #yields https://t.co/6VxoJZp7uD
X·宏观AI 评分1616 It's been 3+ years since I outlined the only way to kill inflation in a wealth/dissaving driven…
It's been 3+ years since I outlined the only way to kill inflation in a wealth/dissaving driven economy. We are in the early stages of Act 3 and the supply catalyst turned out to be both private and public sector. https://t.co/VmRFAmk13t https://t.co/46GLV7K2x1
X·宏观AI 评分5656 伊朗伊斯兰革命卫队称将“很快”封锁霍尔木兹海峡“非法”航线
据半官方的法尔斯通讯社，伊朗伊斯兰革命卫队称将“很快”封锁霍尔木兹海峡的“非法”航线。作者称，这实际上是革命卫队首次公开承认该水道已不再关闭。
X·宏观AI 评分4343 Grok Bot将按任务挑选最佳模型，不再锁定自家模型
Grok Bot未来将按具体任务挑选后端模型，不再锁定自家模型。文本推理可能使用 Claude Opus 5.5，生图可能使用 MidJourney，音频或音乐可能使用 Suno。