X（推特）上的财经、科技与宏观账号
This is part of our broader effort to make the systems we all rely upon more secure and resilient. That work will take time: the Anthropic Cyber Mission will expand and change as we learn what works, alongside our partners in the public and private sectors.
You can debate whether you believe their forecast on capex, labs, etc. but Coatue always does a nice job framing some of the biggest trends in the market very simply. The size of the compute financing & capex wave relative to the broader economy and prior cycles relative to the https://t.co/H5Yeb64
Gigabrains help me out: GS puts required annual hyperscale AI revenue at $526bn, based on average annual capex across 2026 and 2027 and a 20% hyperscaler ROIC. I assume OpenAI and Anthropic have similar ARR, GW capacity and inference share, with $20bn of revenue per blended GW
I’d love economists to take a crack at this theory that the US is experiencing a mini-Dutch Disease effect from AI. My big-picture thesis about AI economics right now is that while the discussion about AI safety and existential risk is important, AI’s construction is changing 引用 @johnarnold：This.
It’s going to be absolutely fascinating to see what Apple does here. 引用 @theblaze：Trump says anyone using the term “Artificial Intelligence” instead of calling it Super Intelligence is “THE ENEMY!” https://t.co/gdokou57if
Good morning. FYI, the link to yesterday's conversation with Wilfred Frost on Sky News. https://t.co/8ZCAgl0Z7I #economy #uk #markets #budget @WilfredFrost @SkyNews https://t.co/R1Y7S3x0nQ
European government bond yields continue their upward march this morning. #economy #bonds #markets #europe https://t.co/KfLauyCVqH
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
It's made to sound like an accident, yet China was waiting to grab the parts as soon as they reached Hong Kong. Doesn't seem accidental at all. 引用 @business：China managed to get a hold of parts from an F-35 stealth fighter jet after a UPS employee missed an email warning not to route the shipment t
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。
Correlation between 10y yield and S&P 500 remains deeply negative (stronger inverse correlation when yields have fallen) https://t.co/GQpmw1D0ux
For week ended 10/2/26, bulk of ETF categories had positive inflows, led by government bonds and U.S. large caps … cyclical sectors had largest outflows @DataArbor https://t.co/HwOrY0Cifx
The "surge" in imports hybrids and plug in hybrids is clear in the trade data -- the EU's imports of Chinese hybrids has jumped to 0.5m cars in a short period of time (in a total market of just over 10m cars right now) 2/ https://t.co/aulLgmX3A4
Current EU imports of hybrids/ plug in hybrids exceed peak EU exports to China (of all car types) and are four times current EU exports to China (of all car types) 3/ https://t.co/WpZfWDiOOu
美国30年期固定房贷合同利率升至7.49%，为2023年11月以来最高。过去3周利率上涨约50个基点，增幅为2023年初以来最快。
While the world frets human extinction from AI, @KevRGordon and I look at AI’s impact on humans’ jobs: https://t.co/Lm87VvW5YM
US10y收益率从5.3%向5.4%攀升，资产受到压制，凌晨一点的十年期美债拍卖被视为今晚重要的价格事件之一。若高收益率仍需明显auction tail才能吸收，长债压力可能升温；若出现明显stop-through和强indirect，正文未完，具体判断不完整。
While bond market dooming is in vogue, the reality is most of the US yield move has come in response to stronger than expected economic surprises. A dynamic that could easily reverse given how high forward expectations have become. h/t @thedailyshot https://t.co/MGFdA0L3wJ
And one thing that should be in future textbooks -- a big enough shock to semiconductor prices can lead to swings in Korea's surplus of the kind not seen since the change in the oil surplus back in the 70s. DRAM dollars now trump petrodollars 3/3 https://t.co/2XcO1lHHkj
"The initial rollout of the program encouraged children to be invested broadly in American companies. The latest shift ties kids’ wealth building directly to the fate of particular companies, depending on who donates." "Under the rules that took effect last week, charities
final assembly of all the data center computers has shifted to Mexico and Taiwan as much as it has shifted to Vietnam ... https://t.co/mly2GqkidL
The tariff that had the biggest impact on the US bilateral deficit with China? The no longer in effect fentanyl tariff, which didn't exclude electronics -- if even 30% of current computer imports came from China that would add $100b to the bilateral balance! https://t.co/Qb51fUvgyE 引用 @tradewart
36.9 percent of wage and salary workers could work at home in 2024–25 https://t.co/CI6Omtd545 #BLSdata https://t.co/QMHpuji94s
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
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。
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。🫡
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
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。
Grok Bot 将采用灵活的模型部署方式。SpaceX 表示，今后会针对不同任务选用最合适的后端模型，包括 Claude Opus 5.5、MidJourney、Suno 等领先 API，以提供更好的结果。
怀俄明州 Cheyenne 数据中心更新供电安排，Black Hills 将为 Google 数据中心供电，资源组合净规模为 2.7GW（含所需备用裕度）。其中 590MW 来自电网，另有 2.1GW 来自第三方签约资源。
Guess we’ll see how open GPU financing markets remain with how this deal does PIMCO apparently interested 引用 @business：The AI arms race is running on debt. SpaceX is looking to borrow $40 billion for Nvidia chips, while Ray Dalio warns the boom is a “classic bubble” near its breaking point: Evenin
Several smart home related stocks are down on this news this morning. Among movers: Resideo -7.4%, Arlo Technologies -8.7%, https://t.co/gjJxvSVo1P -3.8%, Johnson Controls -2.5%, Carrier Global -2.4%, Allegion-5.6%. 引用 @markgurman：NEW: Apple - in an unusual partnership with LG - is readying a Doorb
Shanu Mathew转述，谷歌目标是每六个月将有效 token 服务能力翻倍，而非仅提升原始 GW、FLOPs 等指标。引用内容称，谷歌 AI 基础设施首席技术专家 Amin Vahdat 在 Transition-AI 2026 活动中谈到算力容量每六个月翻倍；原帖还提及 Training Data podcast 和“Training → Inference cascade”。
英伟达支持的 Project Southgate 去年 10 月公布计划，拟到 2028 年在澳大利亚部署最高 1.6GW AI 算力；一年后，已部署规模约为 42MW，CDC 开发合作关系结束。原文称，该项目规划利用可再生能源提供主权 AI 算力，并由 CDC 提供数据。
Also, this is extremely notable because Google has arguably taken one of the most flexible and 'all the above' options approach (they literally acquired a BTM developer that blends renewables + simple cycle gas for firming) and he is straight up telling you GRID PREFERENCE + BTM https://t.co/FVD36y0
And here it was explained, three and a half years earlier, why inflation remains unfixed, fiscal dominance is more in the news, and ultimately, nothing stops this train. 引用 @LynAldenContact：Most of the hawks don't take into account the fiscal-driven inflation situation or sovereign bond liquidity.
Good morning. Europe is facing higher government bond yields yet again. France, now the "high beta" economy yield-wise, is leading a regional rise that increasingly reflects a two-way dynamic with US Treasuries (albeit with varying sensitivities). #economy #bonds #yields #markets https://t.co/o1Vdac
Further to yesterday's chart of the US yield curve, this one from The Wall Street Journal details the one-month round trip in market expectations for an October Fed rate hike. Is a "hall of mirrors" feedback loop at play here, or is this simply correlation? #economy #markets https://t.co/CyGMp09vjn
为何说市场收益率不再继续向上飙升，估值压力就能缓解？最近几天美股走势也验证了上周这里https://t.co/W1rOfllyrR还有更早这里https://t.co/Qq6a9VrRwv聊到的：“现在的市场并不需要长债收益大跌，只需要稳定小幅回落，业绩没问题的就能起来。能稳住，市场也会缓缓。” 再详细聊聊这个逻辑： https://t.co/3EvTPwgKp1 引用 @qinbafrank：花旗10月5日发布的《全球股票季度展望：韧性还是自满？》核心其实是在回答一个很重要的问题：为什么在油价高位、全球重新进入加息周期、长端利率大幅上行、美国—伊朗冲突没有彻底解决、市场广度又明显恶化的情况
台湾检方起诉10名公司高管，指控他们涉嫌向中国转售美国军用级芯片。涉事芯片来自Analog Devices和Texas Instruments，可用于多种军事装备；指控包括欺诈、伪造和金钱相关罪名。