X（推特）上的财经、科技与宏观账号
HY Spreads Merton Model - Doomers take a breath please. 1) Yes HY spreads are spiking over the last 4 months. 2) you have to squint to think this is high spreads or stress 3) a merton model using equity vols and levels and corporate leverage tracks spreads pretty well. 4) https://t.co/xiz4uaiOLr
Resiliency is no longer just about disaster recovery. It starts with how you modernize. Learn how Azure helps organizations modernize with confidence through resilient design and operational continuity. Read the blog: https://t.co/iXsEs2beRL https://t.co/zkEO597Agx
A speech model can support Arabic and still struggle with local dialects. Fine-tuning NVIDIA Nemotron 3.5 ASR cut word error rate on Najdi and Hijazi Saudi Arabic from 55% to 30%. Check out our new tutorial and learn how to adapt it for other dialects and languages: https://t.co/a7YcQ08YEs
6️⃣ Non-Associative Algebra: The team worked with Muse Spark to find an exception to a proposed rule about mathematical structures inspired by biology. They went further by developing an alternative characterization, which the researchers checked and refined. Read the paper:
Following gold-medal-level performance from our AI models across five competitions in mathematics, physics, and chemistry, we asked a harder question: can AI contribute when a problem is genuinely open and without an existing solution path? Over the past several months,
👇 Here’s your recap of our biggest AI updates from September 👇 https://t.co/psI6MDbnTM
Thank you to The Korea Society for honoring @JensenHuang with the 2026 Van Fleet Award and celebrating the U.S.–Korea partnership. We’ve worked with Korea for more than 25 years, and we’re proud of what we’ve built together. Looking forward to what comes next. 引用 @koreasociety：The Korea Society th
Amazing that these things only happen on Friday afternoons 引用 @business：Apple said “a small number” of AT&T customers who recently upgraded to the company’s iPhone 18 Pro Max will need to replace their devices after a bug caused them to lose cell service https://t.co/cVA4fYu0ps
Huge thank you to everyone who downloaded Nemotron 3 Diarization and helped it trend on @huggingface! And we appreciate all the comments. @sabbassi_11 answered a few of your questions: https://t.co/7T2tDwhupl 引用 @NVIDIAAI：When several people talk at once, a transcript can get messy fast. Our new
7/7 Since the Fed didn't listen and kept cutting rates, yields🚀. If the Fed continues to defy the market by refraining from hiking later this month, could we see more🚀? - "Bond traders will stop panicking when the Fed starts panicking." Start panicking Fed/Williams!
6/7 The 2024 to 2026 CUTTING cycle (orange) saw HIGHER bond yields (blue). This is the first time in 50+ years CUTS saw HIGHER yields. I've argued this was the market sending the Fed a message that they were too easy. Short rates (funds/repo/bills) needed to be higher. https://t.co/jlKJCFXDWH
1/7 tl:dr - This week, Fedspeak said "no urgency" to hike in October. Payrolls helped this narrative. The bond market is signaling unhappiness with this potential outcome. "Bond Traders can stop panicking when the Fed starts panicking." 🧵
Bill Ackman’s post about inflation took me back to the late 1970s, when similar concerns were everywhere. What followed was stronger growth and falling inflation, helped by the PC and software revolution. We believe today’s innovation platforms could have an even greater impact. 引用 @ARKInvest：“It's
蠢货天天再谈加息影响股市。 我的暴论：你加到10%，股市还是创新高。 美国经济的动力不再是消费而是AI基建。现在利润搞到比挖金子还高，你加息怎么压制它？
美国将向Vistra $VST 提供40亿美元贷款，以提升核电产量 引用 @AIQuanting：@wallstengine The only nuclear I see landing before 2030 is uprates at plants already running. Everything new is a 2035 story. How many megawatts does $4B of uprate actually buy?
我对评论区一天涨跌就喊某某不行的行为非常嗤之以鼻，炒股从来不是每天猜涨跌，而是一个长期的过程，并且上涨路上永远是伴随下跌的，你看的短，跌了就嘲笑某某垃圾，只能暴露你的水平还处在🐸🐸🐸水平…今天跌了，过两天涨了，那到底是垃圾还是不垃圾呢？以这种思路评价股票的话，那你会发现每一只股票
最近总有人回我说存储不行，涨不过 cpu，我说实话真的挺无语的，事实的结果可能非常反直觉。mu 和 intc 目前距离新高都只有 16%，如果你觉得英特尔更猛，可结果两人的位置一摸一样。 也许你又会说，那 intc 从底部反弹的多啊？可事实是，intc 从 7 月 29 日反弹了 49%，美光则是
我五月底关闭订阅，预言科技股会大跌，我的预言准不准，当时通知订阅学员买入债券、BIL避险，准不准？我们的学员幸不幸福？ 引用 @cnfinancewatch：我看空六月以来一直 看空科技，预言龙头跌50%，杂毛跌两个50%， 只有在八月看多黄金（已经清仓）， 现在不悲观：老登新登同步砸盘，最后一跌就在眼前。刚刚588000破新低了。恐慌盘出来，最后一砸，挖坑就会完毕。目前大资金还有8000亿需要出掉。 可能机会就在这两天，大家订阅吧：
达利雷生我吃了3次能安稳的睡8h以上后面换了缓释褪黑素，现在不用任何药物能做到7h左右睡眠现在缓释褪黑素也不用了除非倒时差。 我现在随身携带口腔喷雾褪黑素，旅游或者换酒店不习惯喷，中途醒来睡不着了喷，能睡着比啥都强。 如果是因为仓位原因，单子太大压力或者浮盈太高兴奋这个大家都会出现。 https://t.co/vEklVvoa1i 引用 @WallStreet0Name：你们有没有吃过达利雷生和达卫可这两个安眠药？ 我晚上可以很容易入睡，长时间半夜四五点经常有大行情，一醒就睡不着了，我看别人说这两个安眠药主要是维持睡眠，中间就不会醒了，你们谁吃过啊？
如何让民营企业家纳入体制管理，成为体制的支持者？ 这是最近十来年管理层非常成功的地方。其他，都很次要。 工商联——政协——人大…… 制度安排是非常有效的。
商务局：能带来合作机会的，要去。
和解局：冤家宜解不宜结，要去。
【A股盘前】 2026年10月3日 ======================================== 数据窗口：9月28日~9月30日（近3个交易日） 一、今日结论 环境分：38分，只观察，不给买点。
Robotaxi operating hours moved from 10pm to 11pm. The main thing we’re trying to solve is making sure that we don’t run over pets when they’re hard to see at night. Literally trying to avoid grey kittens on grey tarmac in the dark. 引用 @robotaxi：Robotaxi in Austin now available until 11pm
周五（10月2日），美股三大指数全线上涨。截至收盘，道指涨0.49%，标普500指数涨0.73%，纳指涨1.19%。 金融股多数收涨，摩根士丹利、花旗集团涨超1%，高盛集团涨0.69%，伯克希尔哈撒韦涨0.37%，富国银行涨0.25%，美国银行涨0.09%，摩根大通跌0.25%。
$### 收盘于历史新高。 祝福我的订阅者。订阅我，我就是财富密码，我们下周可能动员上杠杆： https://t.co/0hbYvJoY65
A股大跌四个月，我们都学员账户大涨四个月。 订阅跟踪检阅：https://t.co/0hbYvJoY65 引用 @cnfinancewatch：$### 收盘于历史新高。 祝福我的订阅者。订阅我，我就是财富密码，我们下周可能动员上杠杆： https://t.co/0hbYvJoY65
A sufficiently large quantity is a quality all its own. Big difference between bacteria with one cell and a human with 35 trillion cells, even though both are made of cells. 引用 @XFreeze：Anything TSMC contributes to Terafab would basically be supplemental Terafab itself is going to be absurdly ma
14亿中国人，仅有90-95万境外证券账户。2000-2400亿。 中信数据！ 惊掉下巴，这点儿鸡肋也要？
10月9日美股开盘前，Moderna（MRNA）将加入纳斯达克100指数，替代华纳兄弟探索（WBD）。
美日韩股市，外资基本30%上下 中国呢？3% 你敢信吗？是被消灭了还是压根没敢来？
A股ETF中线动量去重后前10 房地产ETF银华 sz159768 涨15.49%。纳指科技ETF景顺 sz159509 涨13.06%。港股通创新药ETF嘉实 sh520970 涨8.26%。船舶ETF富国 sh560710 涨3.72%。现金流ETF银华 sz159225 涨1.99%。银行ETF华安 sh516210 涨0.97%。药ETF华宝 sh562050 涨0.22%。中证2000增强ETF银华 sz159555
ARK 上一交易日买入 4.1 交易日 2026-10-02，买入 8 笔合计 45.2M 美元，卖出 2 笔合计 1.1M 美元（来源 ARK 每日持仓 10-02）。 4.2 逐笔明细： $CBRS ARKK 买入 13.7M 占ETF 0.17%； $BWXT ARKK 买入 9.8M 占ETF 0.12%； $CBRS ARKW 买入 6.3M 占ETF 0.30%； $NTLA ARKK 买入 5.1M 占ETF 0.06%；
hbm4 又要涨价了🫠，预计涨价 300%🤦🤦，不想说了…说腻了，爱信不信吧😅 Buy the dip，长期持有，Discord在个人资料。
8/8 Why push back on debt levels as a driver of interest rates? Because way too many think debt is the MAIN driver of higher yields, interest costs are the burden, and the solution is financial repression such as yield curve control. This would be disastrous. If yields are 引用 @biancoresearch：1
7/8 Combined government and corporate interest costs are now 3.8% of GDP. This is the highest since 2008 but only slightly above the 65-year average of 3.5%, and well below the 1990 peak of 5.9%. https://t.co/1yMiXhMsQT
1/8 Is Too Much Debt the Reason Bond Yields are Heading Higher? -- My argument for why this case is overstated. (It's a problem, but a secondary one.) 🧵 https://t.co/zBzpq4Mada
对中国政治地理懂的人不多。 现代中国，政治地理，东南，有自己的出海通道，离心是比较容易的，但是，因为人种原因，有北向的精神需求，再加上那个岛，岛变成了它的外围锁，反而外向没了出路，反之岛连不上珠三角的势和力，没有什么离心能力。
目前重点： （AI算力&数据中心）：IREN、CIFR、WULF、CORZ, NBIS, CRWV, SMCI, DELL （电源/电网/温控）：VRT、ETN、GEV、CEG, SMR, OKLO, VST
AI算力与数据中心 IREN：原比特币矿企，正转AI云，自建液冷机房并运营GPU算力，已签微软等长约。 CIFR：矿企转供电机房房东，向云厂商出租电力与机柜，客户自带GPU，合约以托管为主。 WULF：主打零碳电力的数据中心开发商，把现成电力租给AI客户，如Anthropic长约。 引用 @cnfinancewatch：目前重点： （AI算力&数据中心）：IREN、CIFR、WULF、CORZ, NBIS, CRWV, SMCI, DELL （电源/电网/温控）：VRT、ETN、GEV、CEG, SMR, OKLO, VST