6% outperformance of $TLT vs $SPY
6% outperformance of $TLT vs $SPY https://t.co/1tEJsNiY1l 引用 @dampedspring：Welp. I'm short this thing for the next two months or so. https://t.co/ouflaEgKIc
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X（推特）上的财经、科技与宏观账号
X·宏观AI 评分1717 X·宏观AI 评分1111 Is it bullish or bearish that SPX is down 2.1% from ATH close?
Is it bullish or bearish that SPX is down 2.1% from ATH close?
X·宏观AI 评分2323 Now available: Weekly data on the H.8 release, Assets and Liabilities of Commercial Banks in the…
Now available: Weekly data on the H.8 release, Assets and Liabilities of Commercial Banks in the United States #FedData https://t.co/WeJhdaARrt
X·宏观AI 评分1010 My thanks to Leslie Picker for an interesting conversation on CNBC’s Closing Bell.
My thanks to Leslie Picker for an interesting conversation on CNBC’s Closing Bell. @CNBC #economy #markets @LesliePicker https://t.co/BtqYaN1wWx
X·宏观AI 评分1515 Every week I summarize and analyze developments in flat crude prices, calendar spreads…
Every week I summarize and analyze developments in flat crude prices, calendar spreads, high-frequency inventories, refined products, and positioning data, as well as a taste of the themes I’ve been thinking about or following closely Subscribe and read: https://t.co/TLUgiHQcfF
X·宏观AI 评分5353 布伦特期货自5月以来首次触及110美元，期限结构走强
布伦特期货自5月以来首次触及110美元，期限结构走强。原文将市场变化与沙特石油基础设施受损传闻，以及美伊和沙特胡塞冲突升级担忧联系起来。完整报告见 https://t.co/SZPfYPh58M
X·宏观AI 评分1515 Another single-day 5 percentage points spread between best performing sector (Energy) and worst…
Another single-day 5 percentage points spread between best performing sector (Energy) and worst performing sector (Tech)
X·宏观AI 评分2525 Bubble Talk: Tulips to Tech
Bubble Talk: Tulips to Tech Rational Dissent Episode 013 Despite bubbly valuations, persistent market skepticism suggests the AI boom is expanding like 1996—not collapsing like 2000. -- Available on YT, Spotify, Apple Podcasts, Overcast, etc. Chapters 00:00 - Introduction & https://t.co/zP8B4ZOu6i
X·宏观AI 评分1616 Your occasional reminder that nobody has "lost control of the long end" of the bond market.
Your occasional reminder that nobody has "lost control of the long end" of the bond market. The yield curve is flat. Yields are broadly high, from short to long, because inflation is persistently above-target. https://t.co/x8OigvaiSc
X·宏观AI 评分99 Fascinating thread
Fascinating thread 引用 @jstatistic：What’s behind the saw-tooth in Canadian Treasury holdings and money-fund repo to Canadian banks? Mostly the well-known window-dressing by dealers around reporting dates. But I think it masks the bigger takeaway. https://t.co/4hKy9eRu8o
X·宏观AI 评分4646 越来越难将非能源商品价格持续通胀归咎于关税
非能源商品价格持续通胀，越来越难归咎于关税。耶鲁预算实验室追踪数据显示，美国平均关税税率较2025年8月峰值下降43%，不计2025年4月的混乱期。最高法院针对IEEPA关税的裁决、要求遵循程序的关税法律及对可负担性的政治关注均产生了影响。
X·科技公司AI 评分2424 AI agents are moving from answers to actions. But how do you safely run what they create? On Azure…
AI agents are moving from answers to actions. But how do you safely run what they create? On Azure Friday, @shanselman and Jan Kalis explore how Azure Container Apps Sandboxes isolate agentic AI workloads. Watch now: https://t.co/4enIdHGpUI https://t.co/8H5XRqLGXm
X·科技公司AI 评分2020 Four Gemini 4 Argon agents beat Minecraft from scratch in 27 hours.
Four Gemini 4 Argon agents beat Minecraft from scratch in 27 hours. Operating in a sandbox using only code and text, they wrote 2,783 programs, divided up jobs over chat, shared notes, and debugged errors together - all with no human help ↓ https://t.co/uyIhDOQXGT 引用 @maxencefaldor：Four Gemini 4 A
X·科技公司AI 评分4242 特斯拉监督式自动驾驶获准在斯洛伐克使用
特斯拉监督式自动驾驶已获准在斯洛伐克使用，推广即将开始。
X·科技公司AI 评分4242 西南航空将把 Starlink 扩展至全机队
西南航空宣布将于 fall 2027 前把 Starlink 扩展至全机队，预计成为首家完成全机队 Starlink 部署的美国大型航空公司。
X·科技公司AI 评分7272 NVIDIA祝贺Reflection AI发布首个开放权重模型Beam
Reflection AI发布首个开放权重模型Beam，提供权重、tokenizer和参考实现，并以Apache 2.0许可证开放。该501B MoE模型使用NVIDIA GB300 NVL72训练，在Blackwell Ultra上开箱即用的推理速度超过70K tokens/sec/GPU；Beam 1.0提供BF16、FP8和NVFP4权重及DFlash2 drafter。
X·科技公司AI 评分3737 New from our STEM Fellows Program: Designing more efficient quantum circuits with Claude.
New from our STEM Fellows Program: Designing more efficient quantum circuits with Claude. Given plain-language instructions, Claude Mythos 5 designed quantum circuits that improve on the best published ones, sometimes by an order of magnitude or more. More efficient circuits
X·科技公司AI 评分1212 GPT-6 Astra Pro in ChatGPT got an upgrade with faster responses and improved use of plugins and…
GPT-6 Astra 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 parallel. You can follow each agent’s progress and open completed tasks to review their work. Now available to
X·科技公司AI 评分4747 恭喜 @alexandr_wang 和 @Muse 团队发布开放权重模型 Muse Spark Open
@alexandr_wang 和 @Muse 团队发布开放权重模型 Muse Spark Open。
X·科技公司AI 评分2020 Big shoutout to all of our partners for making Nemotron 3.5 Super VL their own through…
Big shoutout to all of our partners for making Nemotron 3.5 Super VL their own through post-training 🙌 Here’s what they’ve built 🧵 https://t.co/pL3cEDEEpw
X·科技公司AI 评分1717 Neuralink will help millions of people
Neuralink will help millions of people 引用 @PairedWith_P7：I am connected to mine from the second I wake up to the second I go to sleep. It's become an extension of my body and a lifeline that has made me feel more human. Neuralink has given me some of the independence back that ALS has stolen from
X·科技公司AI 评分00 This is what I do, but at 1.5X
This is what I do, but at 1.5X 引用 @mrfundman：Set you Grok bot voice to Ara on 1.25x and thank me later 😄 https://t.co/Qt6fB4Je2x
X·科技公司AI 评分1111 Also, ask Grok to connect to your 𝕏 DMs. Best way to use it.
Also, ask Grok @Bot to connect to your 𝕏 DMs. Best way to use it. 引用 @bot：Voice calls with Grok Bot are faster, more reliable, and better at remembering past conversations. https://t.co/v4vAZxNrf5
X·科技公司AI 评分1111 Grok got much faster
Grok @Bot got much faster 引用 @bot：Grok Bot is much faster. Computer tasks finish 3x sooner on average, and replies to everything else arrive in less than half the time.
X·财经博主AI 评分1010 I have 0 clue what scenario you need this for but it doesn't make it any less cool
I have 0 clue what scenario you need this for but it doesn't make it any less cool 引用 @CARN0N：Highlights of all four stunts Tesla showed off with the new Roadster today. https://t.co/chP6QEuVMk
X·财经博主AI 评分1818 "According to data from Cloudflare, the share of 403 'Forbidden' responses received by agents and…
"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)." a16z week in charts https://t.co/v75M1ecRAy
X·财经博主AI 评分1313 Introducing: Edge in audio
Introducing: Edge in audio From today, every new Edge story comes with audio, narrated by @jacob__titus. First up, a McDonald's classic. Links below. https://t.co/tDEUefatlI 引用 @Quartr_App：Chicken McNuggets were a hit within weeks, but the story behind them spans decades. It began with a 1948 co
X·财经博主AI 评分5353 Venture Global拟建16座燃气发电岛，平台到2034年底可支持最高10 GW算力
Venture Global已安排一项框架，涉及16座、每座720 MW的燃气发电岛，合计11.52 GW；若所有订单推进，设备付款约为172亿美元。公司称，该平台到2034年底可支持最高10 GW算力。
X·财经博主AI 评分1818 Apple very clearly launched the iPhone Duo prematurely based on the supply available just to get it…
Apple very clearly launched the iPhone Duo prematurely based on the supply available just to get it to market earlier. I believe they knew they wouldn’t have a reasonable amount of supply until November at the earliest.
X·财经博主AI 评分1515 2026.42: Home At Last
2026.42: Home At Last The best Stratechery content from the week of October 12, 2026, including what Apple is doing, SpaceX's appetite, and the title, takes, and the Washington Wizards. https://t.co/FeJjlxhHl6
X·财经博主AI 评分1212 11:20: Achievement: Release a node in a rush and have 500 splits miss spec.
11:20: Achievement: Release a node in a rush and have 500 splits miss spec. 11:20: Achievement: Ship it, we'll fix it in the PDK. 11:20: Achievement: Release 1 node to manufacturing. 11:20: Milestone: your first keepsake! Sealed vial of the first high-k precursor. 11:20:
X·财经博主AI 评分1414 I hope in this hypothetical case Susan gives Alex an earful in response. The markets are near ATH.…
I hope in this hypothetical case Susan gives Alex an earful in response. The markets are near ATH. If THIS isn't "good" time, when exactly would you want them to issue equity? Capital is going to be VERY important in this race. Issuing equity at the right time and optimizing for 引用 @RihardJarc：Ale
X·财经博主AI 评分1414 remind me when all the tech ppl were like datacenters are going to go up everywhere and everyone…
remind me when all the tech ppl were like datacenters are going to go up everywhere and everyone will figure it out no problem b/c grooooooowth 引用 @saranormous：Anyone can build a datacenter, they said https://t.co/8iUs4ZXS2p
X·财经博主AI 评分1111 Apple has given zero indication if there will be day one availability in its stores. If they don't…
Apple has given zero indication if there will be day one availability in its stores. If they don't clarify this in advance, there may be a lot of unhappy people who waited in line for nothing. 引用 @markgurman：Apple very clearly launched the iPhone Duo prematurely based on the supply available just t
X·财经博主AI 评分33 The good news is if you get your iPhone Duo in January you're already 25% of the way to your iPhone…
The good news is if you get your iPhone Duo in January you're already 25% of the way to your iPhone Duo 2. Ugh.
X·财经博主AI 评分5050 Shanu Mathew转述黄仁勋称英伟达每吉瓦内容价值超400亿美元
Shanu Mathew转述黄仁勋在最新一期 BG2 访谈中的说法，英伟达每吉瓦的内容价值超过400亿美元，前沿实验室约占其业务的25%–30%。基线计算约占三分之一，年增长率约为30%–40%；访谈还涉及AI收入是否支撑资本开支、2027年AI瓶颈及开放与封闭等话题。
X·财经博主AI 评分4444 Dylan Patel 预测 OpenAI 与 Anthropic 合计收入到 2027 年 12 月或达 6000亿至7000亿美元
Dylan Patel 预测，OpenAI 与 Anthropic 到 2027 年 12 月的合计收入可能达到 6000亿至7000亿美元。Anthropic 今年收入预计增长约 10 倍，从低于 100 亿美元升至高于 1000 亿美元的收入运行率；他还称 Anthropic 可能在 2028—2029 年达到约 1 万亿美元收入。
X·财经博主AI 评分33 There are going to be stores that have more demo units than units for sale on day one.
There are going to be stores that have more demo units than units for sale on day one. 引用 @markgurman：All of us at 5:02 AM this morning. https://t.co/9K9sO89fPn
X·财经博主AI 评分2121 S&P is still up +12% YTD
S&P is still up +12% YTD https://t.co/U1xh6dd7gS 引用 @mbrushstocks：1,400 stocks are down 70%+ from their 52-week highs. https://t.co/0t5nE6jYdt
X·财经博主AI 评分2424 NEW: Apple is shaking up its legal team, including by hiring Meta's head of litigation as its own…
NEW: Apple is shaking up its legal team, including by hiring Meta's head of litigation as its own new litigation chief. It's just the latest management change since John Ternus was appointed CEO. https://t.co/qErfNlFeIh