美联储会议纪要称多数与会者认为年末可能适合再次加息
美联储会议纪要显示，多数与会者认为，到年底再次上调联邦基金利率目标区间可能是适当的。原文未提供具体加息幅度或确定的行动安排。 https://t.co/QEWpwekHD5
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X（推特）上的财经、科技与宏观账号
X·宏观AI 评分6060 X·宏观AI 评分3131 .: “As we create an ownership account for every American family via , every family—every…
.@SecScottBessent: “As we create an ownership account for every American family via @TrumpAccounts, every family—every child—deserves to have a piece of the American dream, and these Trump Accounts are just that. A child born during @POTUS' presidency—Treasury will seed the https://t.co/pGJwGJslBS
X·宏观AI 评分4141 8月美国消费者信贷增长1.9%，循环信贷下降4.2%，非循环信贷增长4.1%
8月消费者信贷年化增长1.9%，其中循环信贷下降4.2%，非循环信贷增长4.1%。
X·宏观AI 评分1111 The last thing an advisor needs is to explain to a client that they are facing a retroactive tax…
The last thing an advisor needs is to explain to a client that they are facing a retroactive tax clawback in some product when the admin has already made it clear that it's in the cards for the most abusive versions of these products.
X·宏观AI 评分99 Recent rise in advisors asking me how to think about the various tax avoidance strategies that they…
Recent rise in advisors asking me how to think about the various tax avoidance strategies that they are getting bombarded with every day. My answer is pretty simple - if it sounds too good to be true, it probably is.
X·宏观AI 评分66 One of the funniest consequences of AI is exposing the fact that mathematicians consider math to be…
One of the funniest consequences of AI is exposing the fact that mathematicians consider math to be an aesthetic pursuit and a source of permanent unvetted sinecures rather than a set of problems to be solved 引用 @mathandcobb：The scale of this is staggering. But... Why? Why is OpenAI trying to so
X·宏观AI 评分5252 布伦特原油短暂跌破100美元后回升，IEA称必要时可追加释放战略储备
布伦特原油一度跌破100美元，随后回升至100美元上方。原文引用IEA负责人周三的表态称，成员国已准备好在必要时从战略储备中追加释放原油，并将优先保障供应偏紧的柴油。
X·宏观AI 评分4040 白宫要求五角大楼准备中期选举前对伊朗目标采取潜在打击的方案
据两名政府官员，白宫已指示五角大楼准备针对伊朗目标的潜在打击方案，这些行动可能在中期选举前实施。官员称，相关规划旨在突出总统降低汽油价格的努力。
X·宏观AI 评分5454 UKMTO报告海湾再发生一起袭击，过去一周海湾及霍尔木兹海峡周边共13起船只遇袭
UKMTO报告海湾再发生一起袭击，过去一周海湾及霍尔木兹海峡周边的船只遇袭总数达到13起。https://t.co/jpmGIUsS1X
X·宏观AI 评分22 I really enjoyed attending The Curve this past weekend. Good writeup here from Zvi about the event.
I really enjoyed attending The Curve this past weekend. Good writeup here from Zvi about the event. 引用 @TheZvi：https://t.co/71njtKE2gQ
X·宏观AI 评分1919 回到21倍咯，利率下降回到24倍算合理？现在不算贵，但性价比肯定不如7月底，8月底和9月中旬
回到21倍咯，利率下降回到24倍算合理？现在不算贵，但性价比肯定不如7月底，8月底和9月中旬 这些只是指数，投个股就看个股，比如 $INTC，仍然便宜 https://t.co/PaY74DT8aG 引用 @lynynyyyyy：@TJ_Research 🍑总，请问下soxx从七月低点反弹了25%了，现在估值水平还是算中性水平吗 感谢回复。🫡
X·宏观AI 评分1111 question for econ/finance:
question for econ/finance: 1. what's the strongest case that AI is behind the increase in treasury rates? 2. what's the strongest case that AI is behind the rise in inflation?
X·宏观AI 评分2121 The known unknown is how China will react to the safeguards cases, starting with the hybrid cars…
The known unknown is how China will react to the safeguards cases, starting with the hybrid cars case. and then how Europe responds if Chinas response isn't limited to the expected cognac and ham tariffs ...
X·宏观AI 评分2323 I think most people in Europe (and most informed observers in DC) expected China to turn down the…
I think most people in Europe (and most informed observers in DC) expected China to turn down the proposal for voluntary export restraints -- hence the safeguards cases that are ready as a fallback https://t.co/RBTB4OS8vp 2/2 https://t.co/cArLkugzgp
X·宏观AI 评分1818 I don't think Mr. Balding quite understands how the game is played -- the effort to negotiate a…
I don't think Mr. Balding quite understands how the game is played -- the effort to negotiate a voluntary export restraint wasn't really aimed at China, but rather at maintaining unity in Europe. Šefčovič had to try ... 1/2 引用 @BaldingsWorld：I can't believe I am seeing so much shock that China e
X·宏观AI 评分2020 I really think everyone over-complicates this.
I really think everyone over-complicates this. There’s a lot of spending right now, a decent chunk of which is related to AI. (all) Spending puts upward pressure on prices. To counteract upward price pressure, the Fed keeps rates high. Treasuries reflect Fed policy. 引用 @DKThomp：question for
X·科技公司AI 评分1717 Join us at 10 a.m. PT today for the latest on Windows and Microsoft Surface.
Join us at 10 a.m. PT today for the latest on Windows and Microsoft Surface. https://t.co/ZwmGX2p12t
X·科技公司AI 评分1717 SynthID Detector can quickly identify our watermarks in video, audio and images – even after edits…
SynthID Detector can quickly identify our watermarks in video, audio and images – even after edits, like adding filters. ✂️ You can also use existing AI identification features found in @GoogleChrome, @Google Search, and the @GeminiApp. https://t.co/VglUeteVIL
X·科技公司AI 评分3333 SynthID Detector is now available to everyone. 🌐
SynthID Detector is now available to everyone. 🌐 Check whether online content was generated using @GoogleAI, or with tools from our industry partners – including @OpenAI, @NVIDIA, Kakao and coming soon, @Apple. Try it out → https://t.co/cPW2aNnqr6 https://t.co/TGYA0uZ0dx
X·科技公司AI 评分3030 Grok will use whatever achieves the best outcome for users.
Grok @Bot will use whatever achieves the best outcome for users. Simple questions will route to small, fast models. Questions with complex answers will route to large models. 引用 @Scobleizer：Grok goes open. Holy shit.
X·科技公司AI 评分1616 Unfortunately, we are being blocked by certain oligarchs in order to maintain their monopolistic…
Unfortunately, we are being blocked by certain oligarchs in order to maintain their monopolistic chokehold on the Indian people. You can guess who they are … This is a crime against the people of India! 引用 @cb_doge：India needs @Starlink 🇮🇳 • 11,256 of India’s listed villages still lacked 4G cov
X·科技公司AI 评分11 Five interns, a real business problem, and only one tool to solve it before the clock runs out.
Five interns, a real business problem, and only one tool to solve it before the clock runs out. Do they pull it off? https://t.co/f8ZYWXc7ea
X·科技公司AI 评分1010 Failures happen. But resilience at cloud scale is designed for the assumption that hardware will…
Failures happen. But resilience at cloud scale is designed for the assumption that hardware will fail. The question isn't whether components fail. It's whether your architecture assumed they wouldn't. Read the blog by Mark Russinovich to learn more: https://t.co/s4IVVb1Rm4 https://t.co/BQXx83qoqk
X·科技公司AI 评分1313 Whatever it take for to deliver the best product experience for users
Whatever it take for @Bot to deliver the best product experience for users 引用 @farzyness：Grok @bot will be insanely powerful if it’s completely model agnostic and the @SpaceXAI simply hyper-focuses on creating the greatest orchestrator AI of all time. That orchestrator AI will know what model is b
X·科技公司AI 评分4747 SynthID Detector 现已向所有人开放
SynthID Detector 现已向所有人开放，可用于检查在线内容是否由 Google AI 或行业合作伙伴的工具生成。合作伙伴包括 OpenAI、NVIDIA 和 Kakao，Apple 即将加入；NVIDIA 表示，任何人都可以上传由 NVIDIA Cosmos 生成的内容，检查其是否来自 NVIDIA 模型。
X·科技公司AI 评分1717 Starlink in India would enable high-speed, affordable Internet connectivity for those who can’t…
Starlink in India would enable high-speed, affordable Internet connectivity for those who can’t afford current prices or who don’t have a connection at all! 引用 @cb_doge：ELON MUSK: “We’d love to be operating Starlink in India. That would be great.” It’s been nearly four years since Starlink applied
X·科技公司AI 评分3434 The new Type 01 is here, powered by NVIDIA.
The new @Jaguar Type 01 is here, powered by NVIDIA. Under its stunning design is NVIDIA Hyperion, the computer and sensor platform that takes in everything the car sees and senses, then helps it make smart decisions in real time. It’s paired with NVIDIA Halos, a safety system https://t.co/3Ra8YQih
X·科技公司AI 评分1616 However, most requests are pretty simple and will be handled by a lightning-fast version of Grok…
However, most @Bot requests are pretty simple and will be handled by a lightning-fast version of Grok 4.8 when that comes out. Operating principle is to give Grok Bot users the best possible combination of speed & intelligence. 引用 @minchoi：This is wild... Grok Bot will now pick Claude Opus 5.5,
X·科技公司AI 评分88 GPT-6 and Intelligent UI, now rolling out in ChatGPT for everyone.
GPT-6 and Intelligent UI, now rolling out in ChatGPT for everyone. Intelligent UI in ChatGPT delivers fast, interactive answers that make everyday questions more visual, complex topics easier to grasp, and interactive tools for your task available on the spot. https://t.co/XL2gDCPBwG
X·科技公司AI 评分22 With Intelligent UI, GPT‑6 can now compose responses using text, visuals, and interactive elements…
With Intelligent UI, GPT‑6 can now compose responses using text, visuals, and interactive elements, choosing how they fit together based on your question. Responses can include graphics and charts to help explain an idea, along with tappable buttons, forms, and interactive https://t.co/KnaBwgJ2gf
X·科技公司AI 评分00 Explore ideas through interactive visuals that respond as you learn, try, and discover.
Explore ideas through interactive visuals that respond as you learn, try, and discover. https://t.co/SXBxaHHLBF
X·科技公司AI 评分00 Create interactive tools you can use right in the conversation, like a game or interactive budget…
Create interactive tools you can use right in the conversation, like a game or interactive budget planning calculator. https://t.co/7gwerFiaNu
X·科技公司AI 评分00 Deepen your understanding of a topic with visuals that bring concepts to life.
Deepen your understanding of a topic with visuals that bring concepts to life. https://t.co/w3IUwyeljH
X·科技公司AI 评分5858 OpenAI宣布GPT‑6 with Intelligent UI面向多层级用户推出
OpenAI表示，GPT‑6 with Intelligent UI 今日起向全球 Plus、Pro、Business 和 Enterprise 用户推出，明日起扩展至 Free 和 Go 用户。ChatGPT 的 Plus、Pro、Business 和 Enterprise 层级由 GPT‑6 Sol 驱动，Free 和 Go 层级由 GPT‑6 Luna 驱动。
X·科技公司AI 评分1717 Neovance gets 15,000 patient calls a week and AI handles 18% of them. Patients aren’t waiting in a…
Neovance gets 15,000 patient calls a week and AI handles 18% of them. Patients aren’t waiting in a queue, and pharmacists can focus on patient care. https://t.co/jqK0TciYuV
X·科技公司AI 评分1111 Get all the latest news, photos and more from today’s Windows and Microsoft Surface event
Get all the latest news, photos and more from today’s Windows and Microsoft Surface event https://t.co/lS1bdH0D4Q
X·科技公司AI 评分1818 An AI agent makes a mistake early in a task, then keeps going in the wrong direction.
An AI agent makes a mistake early in a task, then keeps going in the wrong direction. Our researchers built PivotOPD to teach agents how to avoid those mistakes and recover when they happen. During training, a teacher model shows the agent a better action and how to get back on https://t.co/7hMLMdE
X·科技公司AI 评分3535 Available for all Cybertrucks & new Model 3/Y ordered on or after Oct 1 this year
Available for all Cybertrucks & new Model 3/Y ordered on or after Oct 1 this year
X·科技公司AI 评分1818 Starlink beams are turned off over India, so the claim that they were used by anyone for any reason…
Starlink beams are turned off over India, so the claim that they were used by anyone for any reason is absolutely false https://t.co/y3R2L5JV7h 引用 @cb_doge：The claim that militants used Starlink in India makes no sense. Starlink satellite beams are turned off over India. With the beams off, no Sta
X·财经博主AI 评分6969 财经博主汇总 CEG 交易：增容 1.1GW、重启 835MW
财经博主称，CEG 相关交易及购电协议（PPA）涉及 1.1GW 增容和 835MW 重启，合计约 2GW此前尚未实现的无碳电力。引用内容称，Google 和 Constellation 已公布两项协议细节，合同容量合计 3.6GW；其中一项为 890MW 新核电容量的 20 年 PPA，涉及伊利诺伊州、宾夕法尼亚州和新泽西州六处场址的 11 台机组增容，预计首次增容在 2028 年进行。