X（推特）上的财经、科技与宏观账号
Cool 😀 引用 @cb_doge：BREAKING: Southwest Airlines now has 47 aircraft equipped with Starlink, with its entire fleet expected to be connected by fall 2027. Southwest’s Chief Customer and Brand Officer Tony Roach praised @Starlink: “The response we’ve gotten from customers flying on Starlink aircraf
Future fun Roadster demos will include flying over the Snake River or maybe Grand Canyon and landing on its wheels and exceeding half the speed of sound 引用 @elonmusk：Turns out the future does have flying cars https://t.co/6fexPp6SXI
Since fate maximizes for ironic entertainment, it was inevitable that the “Roadster” would be a flying car
True 引用 @TimSweeneyEpic：The games we've long wanted, which didn't exist because they'd cost several times more to make than they'd earn back, will soon become possible. As will the games developers wanted to build, but couldn't with the resources available. It'll be a new golden age of gaming.
约6%的长期预算赤字，再加上到期债务以更高利率再融资，这笔账是这样算的： #经济 #市场 #债务 #收益率 https://t.co/PhUJwQvf37 原文： The math of a protracted budget deficit of around 6% PLUS the refinancing of maturing debt at higher rates: #economy #markets #debt #yields https://t.co/PhUJwQvf37
过去一周市场出现了逆流：尽管通胀数据偏热，债券收益率仍然下降；与此同时，随着科技股遭抛售、轮动加速，股市出现剧烈波动和分化。 与此同时，从油价到地缘经济紧张，更广泛的地缘经济压力依然存在。 随着我们进入经济数据和企业财报密集的一周，“经济韧性”这一主题面临一次重要的实证检验。 详情请通过以下任一链接阅读我关于全球经济和市场的周报： https://t.co/Ak7dVy7Lnn https://t.co/eKnKFvHluE 原文： This past week brought market counter-currents: bond yields fell despite hotter
市场追逐算力短缺，推动资本承诺加速，但竞争和商品化压缩产品利润率，利率与地缘政治冲击也可能增加融资难度。投入依据是当下的稀缺经济学，回报却取决于多年后的现金流；算力和基础设施可能结构性供给不足，建设融资的资本复杂性也可能过度扩张。
伍德麦肯兹分析显示，未来五年美国数据中心表后天然气需求最多新增每日50亿立方英尺（5 Bcf/d）。McGuire 将其与约19–20 Bcf/d的现有LNG出口需求、约112–113 Bcf/d的近期美国天然气产量作比较，并称LNG和数据中心需求相对稳定，可能减少供暖需求急升时的灵活性。
CNN恐惧贪婪指数过去六个月内的新低17 进入极度恐慌区间，过去两年内有三次恐惧贪婪指数跌倒个位数分别是： 26年三月底伊朗战争期间， 15年11月中美国政府关门、缩表到尾声的流动性小冲击叠加市场第一次质疑资本开支问题； 25年4月初关税贸易战解放日之后川普TACO之前。 https://t.co/yP7n4u9IX9 https://t.co/AQwcZPB2W8 【被引推文】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 https://t.co/lPoWlNrzHe 原文： CNN恐惧贪婪指数过去六个月内的新低17 进入极度恐慌
Databricks在一则产品财务总监招聘中称，AI是其业务中增长最快的部分，职位负责AI产品与GPU投资策略。Databricks称，8月收入年化运行率超过70亿美元、同比增长超过80%；AI产品2月收入年化运行率已超过14亿美元。职位职责包括规划生产环境推理的GPU需求、在超大规模云厂商和新云之间采购算力，并管理利用率及每token/每次查询成本；招聘未披露支出或算力规模。
据英国《金融时报》报道，Anthropic已向黑石开出高于10%的票息，以锚定博通安排的600亿美元债务融资方案中的次级层。黑石基金将投入90亿美元，参与180亿美元B类次级分层；银行牵头420亿美元A类优先担保分层。
拉长时间（退后一步看市场），别踏空（永远待在场内），跌10%会慌的话现在就卖了（跌了都能睡得着的仓位），久期匹配（标的于风险是否匹配），买的是公司不是彩票（关注公司基本面），每次市场下跌我跌得都比市场要多（接受回调，下跌是市场的一部分） 引用 @huxlab：彼得·林奇掌管麦哲伦基金13年，年化收益率高达29.2%。 但在这13年里，标普500发生过9次跌幅超10%的大跌。 每次大跌，林奇跌得都比市场更惨。 面对净值腰斩式的暴跌，他只留下一句话： “在股票市场，最重要的器官不是大脑，而是胃。”
00年科技泡沫到底是市场先知，还是因为基本面出了问题？ 红色前瞻EPS，蓝色指数价格，白色前瞻P/E 虽然指数价格的绝对高点时2000年3月份，但很明显，下跌的起点是前瞻EPS开始下修，2000年8月底。 https://t.co/zQot3NNxNB
社媒真的太多关于新云融资的FUD了。 DDTL4.0，COREWEAVE最新的融资，成本SOFR+2.25%，按现在的联邦利率就是6.13% META 2032年到期的债务YIELD是5.82%
一艘油轮在波斯湾内、远离霍尔木兹海峡处遭袭；小艇靠近后，有人向船只发射火箭推进榴弹。
Javier Blas称，10月16日15:29 GMT的Copernicus Sentinel 1 SAR影像显示，胡塞对相关区域发动弹道导弹袭击后，沙特延布和穆阿吉兹港仍有多艘油轮装载；沙特称袭击已被拦截。引用内容称，10月15日沙特波斯湾和红海码头装载了9艘VLCC及另外2艘Suezmax/Aframax原油船，总量超过2000万桶。
Global economic activity has navigated higher costs impressively well via a combination of income growth, savings and inventory drawdowns, debt, efficiency gains, slower margin growth, and selective price pass-through. But the longer the inflation hit persists, the greater the https://t.co/aTeZuGkcl
As this mix of charts from CNBC and Bloomberg illustrates, one of the few areas of economic and financial relief this past week came from lower government bond yields. More to follow in my weekly look at global economy and markets. #economy #markets #stocks #bonds #oil #gold https://t.co/3bG9pFMRc
An illustration below from the Wall Street Journal of the cause and effect of the ongoing rotation trade in the US stock market. (Please see my post from yesterday about what I call the (1-x) qualification to this rotation trade.) #economy #markets #investors #investing #tech https://t.co/ukvVuRskYa
Btw 引用 @elonmusk：@Scobleizer True. You will be able to ask the Roadster to perform any of the tricks shown autonomously, as it will be sentient. Also, we will have a wild looping track (crazier even than Hot Wheels) at our Texas HQ where you can test out your Roadster.
OG Roadster 引用 @TrungTPhan：Elon showing Jay Leno the first production unit Tesla Roadster in 2008. Leno amazed by battery pack with 6,831 lithium-ion cells and gives this take on his first test drive: “The good thing with electricity is that you get full torque from 0 RPM. In a gas car, you have
今年虽然市场上涨，但是高难度。 引用 @hochnnnn：@xixixi19888 @TJ_Research 唉，经过 7 月那一波我感觉已经心力交瘁了。本来想着事情几乎能够过去，没想到又重演了一次同样的剧本。钱没赚到，身体和心理确实累到了，以后还是只买指数算了。指数最近稳的不行，但不同板块基本都经历了地狱
特朗普于周五晚签署行政令，豁免俄罗斯适用国会上月通过的新制裁立法。该措施被描述为给俄罗斯总统普京提供经济支持；美国正转向俄罗斯寻求降低天然气价格的帮助。
ChatGPT 中的 GPT-6 Pro 得到了升级，响应更快，对插件和工具的使用也有所改进。 现在，多个智能体可以并行处理任务的不同部分。你可以跟踪每个智能体的进度，并打开已完成的任务查看它们的工作。 现已在“聊天”标签中向 Pro 用户开放。 原文： GPT-6 Pro in ChatGPT got an upgrade with faster responses and improved use of plugins and tools. And now, multiple agents can tackle different parts of a task in parall
根据 Cloudflare 的数据，智能体和机器人收到的403“禁止访问”响应的占比自夏季以来大幅增加（约为以前的两倍）。https://t.co/WjF6o4a48c 原文： According to data from Cloudflare, the share of 403 “Forbidden” responses received by agents and bots has fattened considerably since the summer (and is ~double what it once was). https://t.co/WjF6o4a48c
《当代商业调查》（Survey）新刊：政府收入与支出：2026年第二季度 https://t.co/rjTfXjQ9bA #SCB https://t.co/9fRJAhNwAM 原文： New in the Survey: Government Receipts and Expenditures: Second Quarter 2026 https://t.co/rjTfXjQ9bA #SCB https://t.co/9fRJAhNwAM
美联储主席沃什没有释放可能加息的信号，市场定价加息概率为14%。结合近期美联储关键决策者的讲话，作者认为10月FOMC会议可能“鹰派按兵不动”。
美国9月进口价格上涨1.1%，原因是非燃料价格上涨；出口价格上涨2.2%。
华尔街与旧金山科技圈对 AI 产能是否过剩存在分歧，科技圈人士认为，考虑过度建设的可能性就意味着不够相信 AI。未来几个月，若 AI 采用加速或总体生产率证据显现，AI 交易可能大幅上涨；若采用速度或前沿实验室经济性令人失望，也存在下行风险。越来越多人预期未来 18 个月内重演互联网泡沫式崩盘。
作者称，长期怀疑至少部分伊朗原油混入阿曼湾船对船转运，并欢迎新增的报道细节。作者认为，美国封锁已使伊朗出口和产量大幅下滑，但并非百分之百。
BUSINESS LEADERS SURVEY → Business activity in the New York-Northern New Jersey region’s service sector declined significantly in October. Employment was flat, and price increases remained widespread. Firms turned somewhat pessimistic about the outlook. Learn more: https://t.co/we32VREUAg
Even though Federal Reserve Chair Warsh emphasized that he doesn’t "prejudge meetings" and that the Fed is no longer in the business of forward guidance, markets have interpreted his remarks at the IMF meetings in Thailand as dovish when it comes to an October rate action.
美国9月工业生产总量增长0.7%，其中制造业增长0.3%、公共事业增长3.5%、采矿业增长0.2%；产能利用率为76.9%。
美联储主席 Kevin Warsh 表示，AI 将通过改善预测从根本上改变货币政策的实施。他说，未来不久，分析通胀趋势时就不必再用老式模型“折磨”数据。
El-Erian称，美国9月工业生产增长0.7%，高于0.4%的一致预期。帖文还提到，前一天零售销售和劳动力市场数据表现强劲，当日9月进口价格涨幅高于预期。
I have heavily pushed back on Trump's scapegoat-y claim that diesel prices are being driven entirely by Ukraine's attacks on Russian oil refineries—it's more like ~50/50 with the Iran War imho. But this comparison is a bit silly. Ukrainian strikes have absolutely hammered 引用 @marcthiessen：🚨BREAKI
This is not that different from a hypothetical scenario I wrote about last month after the Hugging Face report. https://t.co/SuUv92kISc 引用 @Marcus_J_W：New misalignment disclosures! 1. June 17: During RL training, a model exploited a government website’s file-download feature to retrieve server secr
The surge in AI-related imports is leading to increased import price pressures that are filtering through to domestic producer and consumer price inflation https://t.co/q1NLbJodYV
Markets positioned for a “hawkish hold” at October FOMC meeting https://t.co/NUIFkLd7uq
Physics can be managed with enough money and willingness to accept totally impractical compromises. It can't be beaten without those compromises.