X（推特）上的财经、科技与宏观账号
Oct. 23 - iPhone Duo Oct. 30 - HomePod mini 2 Nov. 6 - Mac and/or iPad mini Nov. 13 - HomeView + Apple TV 4K 引用 @markgurman：I mentioned in this episode that Apple retail stores are holding product resets for November 6, a week after the new Mac and iPad mini introduction.
Glad we finally got a word too from $NVDA Jensen Huang today from an event at Stockholm... About $CRWV amid the broader Neocloud selloff. When asked about the markets reactions to Coreweave, Jensen responded: - "Coreweave's strength is improving every day, I'm optimistic" - https://t.co/Dt1uNlL
Just ask Grok @Bot to buy what you want someplace else and get a better deal. There are far more purchasing websites than just Amazon! 引用 @niccruzpatane：This happened when I tried to get my Grok Bot to order stuff for me on Amazon. “Continued access by an unauthorized AI agent violates Amazon's
This works well. If Grok @Bot makes a mistake with a purchase or leaks your card (never happened yet), SpaceX will make you whole. 引用 @XFreeze：Grok @bot booked a flight for me today the entire process was really really easy…..I send a photo of my credit card and it did the entire process…. Tbh,
媒体报道称，台湾地区领导人赖清德敦促美光管理层与员工化解分歧，此前当地可能发生罢工，或威胁存储芯片供应。报道将这一风险置于存储芯片严重短缺的背景下；正文在“赖清德在开幕式上发表声明”处截断。
$TSM released earnings today. I was more curious about commentary given recent the market panic. For analyst Q&A rounds: Q: Citi explicitly challenged TSMC on AI financing, HBM, CoWoS, lasers and the risk of overbuilding capacity A: $TSM assessed CSP capex, DC construction https://t.co/z0ErIboW
苹果正在邀请部分媒体参加10月28日在洛杉矶举行的全天产品发布体验，内容涉及触屏 MacBook、iPad mini 和 M6 Mac。引用内容称，苹果的第二场活动将在27日举行，涉及首款触屏 MacBook、OLED iPad mini、M6 14英寸 MacBook Pro 和 iMac。
新款特斯拉 Roadster 有望成为史上最伟大的产品演示 https://t.co/xC5VAH6Ag7 【被引推文 @elonmusk】时机就是一切 https://t.co/xs1DtjA9Nj 原文： The new Tesla Roadster is a candidate for greatest product demo of all time https://t.co/xC5VAH6Ag7 引用 @elonmusk：Timing is everything https://t.co/xs1DtjA9Nj
*COREWEAVE CEO BLAMES SHARE DROP ON MARKET ACTING 'IRRATIONALLY'
ANT三季度营收16.8B，调整后实现盈利，最早11月9日开始路演。
Anthropic在向投资者的闭门沟通中披露第三季度财务情况，营收为168亿美元，较第二季度的115亿美元增长约46%。正文还提到公司实现调整后盈利，但相关金额和口径说明未完整呈现。
The countdown for @NVIDIARTXSpark is on. ⚡️ Join us October 16th as we celebrate the launch around the world! Be part of the excitement in person at one of our worldwide events, or tune in live on Instagram for a special celebration. 📍 https://t.co/jzKnJ4vPz7 https://t.co/G2bmCQSqH5
What goes into building a humanoid? From custom part to running robot, the Atlas shop floor is built on precision, rapid assembly, and real-time collaboration. By machining parts in-house and streamlining assembly and repair under one roof, we are driving the manufacturing https://t.co/WSqrVYRaR4
To advance more research with Gemini 4 Argon, we’re offering 10,000 scientists access to our highest usage tier in @GoogleAntigravity free of charge for 6 months. Find out more → https://t.co/A9F2OZi4OJ
Argon also compressed the process of enzyme engineering into a matter of hours to design five lab-verified serine esterases. 🧬 https://t.co/74xPM9LJPa 引用 @RyanKrue：Over the past few weeks, we have been putting Gemini 4 Argon to the test on protein engineering workflows at Google DeepMind, and we h
Try Grok Voice 引用 @SpaceXSI：Introducing Grok Voice 3.0, the world’s most intelligent speech-to-speech model. It excels at resolving customer calls, responds in under a second, and costs less than other frontier models. https://t.co/cfDRrkQPEc
We’re exploring how AI can accelerate health science research. While AI has made significant breakthroughs in formal sciences like mathematics, health data science depends on imperfect real-world data and consequential choices about cohorts, variables, and causal assumptions. https://t.co/jQyYt6VL2
Build-A-Claw London ✅️ A visit from @JensenHuang ✅️ A very good day to have a raffle ticket ✅️ Thank you to everyone who stopped by! See you in the next city. https://t.co/WiJzEg7uY0
So many models launching this week! And we have one of our own coming...⌛️ https://t.co/s5Z9QZ984W
Cheers to the UK’s AI builders. 🇬🇧 Tonight in London, @JensenHuang announced new investments in @boltz_bio, @ForesightWorks, @hivergeai, @PrimaMente, and Riverlane. From new medicines to quantum computing, there’s plenty to build. https://t.co/NG0OhNfonM
Grok @Bot can detect scam emails 引用 @wmorrill3：An email from noreply@x.ai landed in my inbox, passed SPF, DKIM, DMARC, and had the blue check Something felt off, so I asked @bot to do a security review. It found a hidden phishing link, explained why every safety check passed, wrote a report to xA
Muse Wonder and Muse Wonder Full deliver SOTA performance on personal and professional agentic tasks. Learn more about the models on our researcher blog: https://t.co/koe89SLQts https://t.co/mEIYEFD40g
Grok is the best conversational voice model in the world 引用 @SpaceXSI：Introducing Grok Voice 3.0, the world’s most intelligent speech-to-speech model. It excels at resolving customer calls, responds in under a second, and costs less than other frontier models. https://t.co/cfDRrkQPEc
OpenAI 招募了一名负责基础设施和算力业务的 xAI 高管，Sachin 在任职一年后离开，并表示将在几周后开始新的事业，方向仍与算力有关。他称，过去一年已与合作伙伴在俄亥俄州、朴茨茅斯、佐治亚州、Trainium 等项目中落实了两位数 GW 的算力。
Mark Gurman 称，苹果正准备于 12 月在中国推出首批 Apple Intelligence 功能。该计划此前受多年监管审查影响，原文未提供具体功能或审批进展。 https://x.com/markgurman/status/2110459376846991620
Mark Gurman称，苹果高管对 Siri AI 短期内在中国推出缺乏乐观预期，但他认为更新后的 Apple Intelligence 最终会进入中国市场。
who could have seen this coming 引用 @exec_sum：BREAKING: Elon Musk's Tesla $TSLA and SpaceX $SPCX could announce plans to merge before December.
阿斯麦财报有几个点值得关注：1）营收以欧元计算就是略微低于预期，但是以美元计算就是小幅超预期。Q3每股收益（EPS）超预期幅度高达20.8%，这就说明了三季度的成本控制、高毛利产品占比上提升不少。 引用 @JohnsonZ91127：$ASML Q3财报营收116.62亿欧元，同比增长55%，略低于市场预期，但毛利率达到57.5%，超过此前指引上限，净利润同比增长133%，全年营收指引再次上修。 相比单季度的收入偏差，管理层释放的几条信息更有参考价值： 1、2027—2028年的光刻机产能可能仍然不够。 7月份ASML计划2027年将低NA
Anthropic据CNBC报道，今晚将面向核心机构投资者召开闭门会议，并首次公开披露公司第三季度完整财务数据。两名匿名知情人士确认了会议安排；原文称此举与Anthropic筹备中的IPO有关，并称该IPO规模将创纪录。
Grok @Bot can help with your taxes 引用 @jasonfreedman：I just gave my a Grokbot four years of past tax returns and financial files. Just a dump of folders and unlabled files. K-1s, 1099s, mortgage statements, HSA records, and every email with our CPA. 266 files. I just said, please double check m
European cities are using AI agents to support everyday operations, from managing energy use and maintenance in public buildings to improving services across the city. https://t.co/OWLlwYhBEE
From enterprise to Earthshot, the UK is building with NVIDIA. 🇬🇧 More computing power and open models are helping developers, researchers, and businesses bring AI into healthcare, banking, and public services. We’re also committing $250 million in computing access over five https://t.co/A5e7L55a
We’ve opened an office in Singapore—our fifth in the Asia-Pacific region. We’ve also signed an MOU with the Government of Singapore on AI safety and responsible adoption. You can read more about our new office here: https://t.co/125mBgHLkM
FSD Supervised v14 Lite now rolling out to Intel Model S&X
Timing is everything 引用 @Tesla：Roadster event streaming live this Thursday at 7:55pm CST https://t.co/AbsmpVucui
Grok @Bot can help with complex taxes 引用 @Texas_Twins_Dad：Grok Bot saved me more than $1,000 today. I had a very complex tax filing with overseas reporting. Complicated, expensive, and hard to find the right accountant. Grok Bot found and organized the necessary documents itself (emails and bank a
法国总统马克龙表示，英伟达将投资法国企业，并承诺支持法德发展欧洲开放研究的倡议。马克龙称，自“选择法国”（Choose France）以来，双方合作扩展至初创企业、大型工业企业、计算基础设施和研究，并共同强调开放、安全、服务于主权的人工智能。
Roadster 发布会本周四美国中部时间晚上7:55直播 https://t.co/AbsmpVucui 原文： Roadster event streaming live this Thursday at 7:55pm CST https://t.co/AbsmpVucui
Today, the U.S. Department of the Treasury announced enforcement actions imposing more than $1.21 billion in penalties against Bank of America for violations of anti-money laundering and sanctions laws. These actions represent the third-largest penalty in Treasury history and the
Grok @Bot is like hiring a super smart employee 引用 @BrianRoemmele：As of tomorrow I will have brought 71 of my large clients to @Grok @Bot at their corporations. It has not failed to revolutionize each department across a wide spectrum of companies. Next week I hold a symposium for executives to ma