I really enjoyed this chart and history book by
I really enjoyed this chart and history book by @MebFaber For people who like macro and market history, it’s a really cool physical resource. https://t.co/V6n5Iqv5Ld
#解读/复盘
X（推特）上的财经、科技与宏观账号
X·宏观AI 评分88 X·宏观AI 评分44 This is a funny tweet. Because do people actually associate and Thiel with having been prescient…
This is a funny tweet. Because do people actually associate @pmarca and Thiel with having been prescient about AI? The former I associate with b2b SaaS. The latter with kind of Silicon Valley woo ideas. With Elon it’s more complex, but Brian has a substantive point to make. 引用 @brianchau57：Bay Area
X·宏观AI 评分22 On the flipside, it’s not obvious to me that the doomers have better arguments. But they’re…
On the flipside, it’s not obvious to me that the doomers have better arguments. But they’re definitely better at arguing, having sharpened the blade on message board the last 15 years.
X·宏观AI 评分1616 FT's Tej Parikh really stretched the industrial production data here to fit into into a narrative…
FT's Tej Parikh really stretched the industrial production data here to fit into into a narrative around market competition, creative destruction and moving upmarket -- the rise in pharma production? Ireland winning a game of tax competition the rise in optical equipment? https://t.co/me7tctXCBy
X·宏观AI 评分1111 I am sure this reads well and appeals to many "ango-saxon" readers (and certain circles on the…
I am sure this reads well and appeals to many "ango-saxon" readers (and certain circles on the continent) who are apostles of creative destruction and the migration of Western economies out of high end manufactures to services ... https://t.co/o8sFz6OCXu
X·财经博主AI 评分44 More Wi-Fi woes on BA. Starlink can't come quick enough. Cc
More Wi-Fi woes on BA. Starlink can't come quick enough. Cc @PatrickMoorhead https://t.co/TgU8CTWxgk
X·宏观AI 评分1212 With diesel back under the spotlight, please find below Google's summary of price movements over…
With diesel back under the spotlight, please find below Google's summary of price movements over the last year. Underlying this is what has become an increasingly influential, multi-directional causal relationship between geopolitics, domestic politics, and economics. For https://t.co/WUxqiORMRK
X·宏观AI 评分3636 简单翻译一下： 1. 巨额投资要有ROIC兑现
简单翻译一下： 1. 巨额投资要有ROIC兑现 2. 指数熊市可以持续很久 3. 看好AI但注意可能多轮牛熊转换 其实现在无论多空，没听到一个人看空AI的，争论都在现在，right now，AI还有没有投资机会，这个问题的本质就是贵与不贵，估值是否匹配盈利增速。 引用 @JohnsonZ91127：喜马拉雅资本创始人李录在哥伦比亚商学院第36届格雷厄姆与多德年度论坛上谈了不少AI。他认可这场技术革命的长期价值，但认为AI的发展可能经历不止一轮繁荣与崩溃。技术能走多远，除了取决于算力和算法，还受到资本投入、商业回报以及社会治理的约束。
X·宏观AI 评分66 Tbh, I wouldn’t be shocked if some machine company in China has already figured out how to automate…
Tbh, I wouldn’t be shocked if some machine company in China has already figured out how to automate noodle cutting and we just don’t know about it yet. 引用 @gazetory：İtalya'da el yapımı makarna satan ünlü bir dükkânda çalışan bir kişi, 8 saat boyunca makarnaları kestiği anları paylaştı. https://t.co
X·宏观AI 评分1818 "global" safeguard is easy to finessa -- the safeguard can be applied on all trade in hybrids but…
"global" safeguard is easy to finessa -- the safeguard can be applied on all trade in hybrids but with exclusions for all the countries that actually export cars to the EU (or generous tariff rate quotas) other than China. Conceptually allow the limits to be applied to future
X·宏观AI 评分1616 Markets Weekly October 10, 2026
Markets Weekly October 10, 2026 Bonds behaving better AI scare https://t.co/IxkYEm8HDd
X·科技公司AI 评分1010 The ridiculous arguments by Ambani’s army of Internet shills make no sense
The ridiculous arguments by Ambani’s army of Internet shills make no sense On the one hand, they say Starlink couldn’t possibly compete with the amazing low prices offered by Ambani’s de facto monopoly in India and then, in the same breath, they essentially claim that Starlink 引用 @aaronburnett：Som
X·财经博主AI 评分00 When I read this, I assumed the upshot was: an evil AI is not going to express its evil by killing…
When I read this, I assumed the upshot was: an evil AI is not going to express its evil by killing people who were going to die pretty soon anyway, and most people do not fully understand the mechanisms of medical treatments they get, so you should obviously take the drug. https://t.co/3s45kX9SZi
X·宏观AI 评分1818 We actually recorded this Tuesday, just a few hours, before OpenAI's latest release. So we mostly…
We actually recorded this Tuesday, just a few hours, before OpenAI's latest release. So we mostly talked about the consequences of the Navier-Stokes earthquake. But basically, I think, you can jus take this whole conversation and now multiply it by 10.
X·宏观AI 评分1414 How does the Federal Reserve’s view of the price of goods and services differ from that of a…
How does the Federal Reserve’s view of the price of goods and services differ from that of a consumer? In today's "Street Level" post, Research Director Kartik Athreya explores this topic from the perspective of a central banker. https://t.co/60SatHrgSq
X·宏观AI 评分00 I CANNOT OVERSTATE HOW MUCH OF A NOTHING BURGER THIS IS
I CANNOT OVERSTATE HOW MUCH OF A NOTHING BURGER THIS IS https://t.co/XaUOkyZqzy
X·宏观AI 评分22 I used a 7.46 factor to convert metric tons into barrels (as recommended by BP)
I used a 7.46 factor to convert metric tons into barrels (as recommended by BP)
X·宏观AI 评分33 "I'm no fan of ____, but..." is one of the signature rhetorical moves of our times.
"I'm no fan of ____, but..." is one of the signature rhetorical moves of our times. 引用 @suchenzang：i'm no fan of brain-fried EA safetycel savior complexes, but if your response to your own dirty laundry being aired out in public is "we take safety seriously because we wrote blog posts" and said blo
X·宏观AI 评分1616 Why is the White House holding a hearing on Fed governor Lisa Cook now? Trump explained why in July.
Why is the White House holding a hearing on Fed governor Lisa Cook now? Trump explained why in July. After the Supreme Court let Cook keep her seat while she challenges his attempt to fire her, Trump said on CNBC that the court "sent it back, not based on the merits. They sent 引用 @NickTimiraos：Mo
X·宏观AI 评分88 AI proofs discouraging open collaboration seems like the most straightforwardly negative…
AI proofs discouraging open collaboration seems like the most straightforwardly negative repercussion of all this. 引用 @omzidar：@TheStalwart It’s interesting- there are some *very* strong opinions among some mathematicians I’ve talked to here. One issue is that ai is discouraging collaborative confe
X·宏观AI 评分44 when you do a TV hit and the anchor closes off with something along the lines of “the perfect…
when you do a TV hit and the anchor closes off with something along the lines of “the perfect person to provide us that necessary Commodity Context” https://t.co/bshPZyW8Uo
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·宏观AI 评分33 And then from there, it's easy to see what other items are in the same neighborhood in…
And then from there, it's easy to see what other items are in the same neighborhood in multi-dimensional space. Like I said, still needs a ton of work. But check it out! https://t.co/sWc2SQJ7CD
X·宏观AI 评分1111 最后都是靠这些新闻引导一些机构和散户做线性外推
最后都是靠这些新闻引导一些机构和散户做线性外推 https://t.co/4NcOdDv1lX
X·宏观AI 评分1515 Regular reminder that this kind of thinking has always been wrong.
Regular reminder that this kind of thinking has always been wrong. https://t.co/HmwjhAmYQH 引用 @Forbes：Jeff Bezos Claims AI Could Allow For 3-Day Workweeks And One-Income Families https://t.co/cpgZl69ut8 https://t.co/00QCFHBOq5
X·宏观AI 评分3333 FT: OpenAI ARR比先前市场预估的少了200亿，市场下跌
FT: OpenAI ARR比先前市场预估的少了200亿，市场下跌 这种新闻怎么理解？ 1. 首先ARR不是营收，你可以拿1个月去年化，1周去年化，或者1天去年化，除非内部改标准（比如上年用1个月年化，今年用1天年化），那就是很严重的欺诈，不然只要标准一样没问题，看的是同比增速。当然上市后有监管的衡量方法 2.
X·宏观AI 评分1414 There's a lot of worries that AI will take the "fun' out of shopping. IDK, maybe it will, but it…
There's a lot of worries that AI will take the "fun' out of shopping. IDK, maybe it will, but it doesn't have to. I want people to have fun using @Haiku_Zone to discover things they never would have otherwise come across. 引用 @401Casey：Joe let me beta test this and it’s the most delightful applicati
X·宏观AI 评分3333 "Exchange-rate adjustments won’t resolve the structural problems behind global economic imbalances"
"Exchange-rate adjustments won’t resolve the structural problems behind global economic imbalances" Guess the PBOC agrees with Secretary Bessent -- who said something similar at Ashville 1/2 引用 @fbermingham：China’s central bank rejected claims that the yuan is undervalued ahead of scheduled trade
X·科技公司AI 评分1010 Context to anyone who didn't know - Robin Ren has been absolutely instrumental in Tesla, especially…
Context to anyone who didn't know - Robin Ren has been absolutely instrumental in Tesla, especially making Tesla entering China work! Robin is a long-time college friend of Elon (the only one that was better at physics than him) and an entrepreneur in the clean-tech sector. https://t.co/ABaNMUC7ni
X·财经博主AI 评分66 - Welcome home = obvious smart home reference.
- Welcome home = obvious smart home reference. - The Apple logo was created with threads of yarn/fabric = Thread, the smart home protocol linking everything together 引用 @markgurman：.@chriswelch will be on scene https://t.co/SN53KJ52Tu
X·财经博主AI 评分55 I was a day early, never trust rumor mill adjusted run rate figures without any detail!
I was a day early, never trust rumor mill adjusted run rate figures without any detail! https://t.co/pvXWvkvbzj 引用 @ShanuMathew93：How the ARRs are being calculated https://t.co/B31rmznnSE
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·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·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22 NB: Recently learned that blowing a raspberry is Cockney rhyming slang.
NB: Recently learned that blowing a raspberry is Cockney rhyming slang. Raspberry is condensation Raspberry Tart, and tart rhymes with fart, which is what blowing a raspberry sounds like. 引用 @talmonsmith：Earl at BMO said a while ago we'll be hitting 6 on the 30yr sooner than later and i remember