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📅 20260713 推文存档
📊 共 40 条推文
@elonmusk
2026-07-13 23:51:46
RT by @elonmusk: If you run /privacy and change the setting, all previously synced data is deleted.
2026-07-13 23:27:48
Literally true
2026-07-13 15:05:36
Using Grok agents in background mode
2026-07-13 14:46:54
R to @elonmusk: The publicly available version of Mythos (Fable with Claude as fallback) is significantly nerfed, but still that’s all most people have access to
2026-07-13 09:02:55
RT by @elonmusk: NEW: Grok 4.5 now scores highest on the SWE-Atlas-QnA benchmark, edging Claude Fable 5 & GPT-5.6 Sol.
2026-07-13 06:33:09
Grok Build improvements
2026-07-13 06:32:43
Grok 4.5 even ranks slightly above Fable, which is an incredibly good model, on some software benchmarks!
2026-07-13 06:26:49
Follow the Starship series @SpaceX
2026-07-13 06:24:45
Cool
2026-07-13 05:01:09
Grok 4.5 is Opus class for browser use
2026-07-13 02:31:36
RT by @elonmusk: I get to see this monster fly again later this week... new photos to come!
2026-07-13 02:28:04
RT by @elonmusk: Well shit - grok 4.5 is KILLING it it in my video studio evals! 6/33 -> 23/33 with ridiculous cost efficiency compared to 5.6 models
2026-07-13 02:15:44
RT by @elonmusk: The mega bull case for AI infrastructure would be if market share shifted away from certain frontier labs with 90%+ inference margins toward cheaper models, whether open-source or closed. It would increase the ROI on AI spend for end customers by increasing intelligence per dollar, which would drive incremental token demand. Margin dollars would effectively get redistributed from the frontier labs to AI infrastructure providers. The infra winners would be those with the lowest per token cost and the winners at the model layer would be those with the highest token efficiency. There are many reasons Jensen is so focused on open source, but this is likely the most important one as I think he is probably less worried about a monopsony these days. Lower margin % at the model layer = more margin $ at the infra layer all else equal. With SpaceX and Meta being vertically integrated and possessing the #3 and #4 models respectively it is more possible than ever. Note that Grok 4.5 is ahead of Fable for some useful tasks at a much lower cost, so ranking them #3 is conservative. This is not happening yet. Cheap, mostly open source tokens are likely the majority of volume today but the majority of economic value is still accruing to the most intelligent models. Might change though. We will see.
2026-07-13 01:30:58
RT by @elonmusk: For the first time, Starship will carry 20 next-generation Starlink V3 satellites to space Starlink V3 is designed to massively expand the network’s capacity and increase user speeds After deployment, the test satellites will: • Extend their solar arrays and antennas • Attempt to connect with ground stations in South Africa • Establish links with the wider Starlink constellation using high-capacity lasers The satellites will follow the same suborbital trajectory as Starship, meaning they will not remain in orbit and are expected to reenter the atmosphere later in the mission But the most interesting part is how Starlink will help inspect Starship Six of the satellites have been modified with cameras designed to scan Starship’s heat shield and transmit the imagery back to SpaceX operators Several heat-shield tiles have even been painted white to simulate missing tiles and provide clear imaging targets The goal is to continue testing methods of analyzing Starship’s heat shield readiness for return to launch site on future missions Starship launches Starlink Starlink helps inspect Starship The entire SpaceX ecosystem is starting to compound on itself
2026-07-13 01:04:50
RT by @elonmusk: Elon Musk explains why the Sun is humanity's ultimate energy source: "The vast majority of Earth's energy already comes from the Sun. Without it, Earth would be a frozen ice ball A roughly 100-mile by 100-mile area of solar panels....about a corner of Arizona, could generate enough electricity to power the entire United States" The challenge isn't whether enough solar energy exists It's building the infrastructure to capture, store, and distribute it efficiently
2026-07-13 00:18:30
RT by @elonmusk: I say both energy and mass, as they are separate scarcities for practical purposes, despite being technically “equivalent”, as described by Einstein’s famous equation. Our solar system has only a tiny percentage of non-solar atoms with which to build things.
@Mimiwftt
2026-07-13 23:49:39
【弱时慕强，强时慕真，真时慕觉，觉时慕空】 弱者求术，故慕强；强者知术有穷，故慕真；得真者知万象由心，故慕觉；觉者知万法皆空，故无所慕。 初学交易，以术求胜；既得其术，又困于术。见涨喜，见跌惧，逐利避害，终为市场所役。 及其有成，始知胜负不在市场，而在己心。盈亏者，果也；起心动念者，因也。执于预测，则失其机；执于盈亏，则失其道。 故善交易者，不争于市，而争于心。不以一时得失为喜忧，不以一时成败为高下。来则应，去则止；有信号则行，无信号则静。静而后明，明而后断，断而后无悔。 至于觉，则知市场无敌，无友，无情，无意。涨跌自然而然，盈亏因缘而生。人之苦，不在市场，而在妄求；人之失，不在波动，而在执著。 故至人交易，不测而应，不争而得，不执而成。持系统而不恃系统，循概率而不求必然。知有止，故无败；知有舍，故常得。 夫道不在图表，不在指标，不在圣杯。道在一呼一吸之间，在一念起灭之际，在知而不妄、行而不疑之中。 是故，弱时慕强，以术入门；强时慕真，以理明道；真时慕觉，以心观己；觉时慕空，以空合道。 空，非无也。 无我，无执，无惧，无求。 如此，则交易近于道矣。
2026-07-13 18:33:49
长期肯定很看好，行业逻辑没变。现在就是杀中登，有色，电池，储能都在杀，短期回踩不改变中长期看好。所以尽量不要做短线。等回踩到位都是低吸机会。耐心观察大周期的买点位置。
2026-07-13 18:07:48
亲爱的粉丝们： 我在这里正式重申一下，我并不是带票、喊票的博主。 我的内容主要围绕技术分析、交易心法、市场逻辑和宏观趋势展开，目的是帮助大家提升自己的分析能力，而不是告诉大家今天买什么、明天卖什么。 我提到的任何个股，都只是作为案例分析或技术分享，并不代表买卖建议。大家可以把这些股票放进自选，结合技术面持续观察，等待符合自己交易体系的低吸机会，而不是看到我提到就立刻买入。 尤其是对于还没有完全看懂逻辑、没有掌握技术方法的朋友，请不要盲目跟单，更不要买完之后天天来问我“还能不能拿”“什么时候卖”“要不要补仓”。如果连买入的理由都不清楚，那么卖出的理由也一定不会清楚。 市场永远都有机会，但前提是先学会方法，再参与交易。希望大家把更多精力放在学习和提升认知上，而不是把希望寄托在别人带票上。 授人以鱼，不如授人以渔。 我希望分享给大家的是一套交易思维，而不是一时的买卖代码。希望大家理性投资，独立思考，对自己的每一笔交易负责。❤️
2026-07-13 17:56:04
你们不要跟我的票。比如德方我们是40附近抄底拿了翻倍的。并且我们做中线，高抛低吸。 你们中间追涨的跟我们节奏不一样，千万别做我提到的任何个股。最后重申！不要问我个股！别跟我的个股！
2026-07-13 17:19:53
嗯嗯。继续停更。你们别在底部把底部筹码交出去。我真的要休息几天。
2026-07-13 17:09:26
7/9复盘的科创50
2026-07-13 17:04:55
众成月线画图。这种强庄股技术面分析一般容易失效。
2026-07-13 16:34:42
哈哈哈。给课代表的知行合一点赞
2026-07-13 16:23:49
哈哈哈，这个状态真的是治愈到我了。
2026-07-13 16:06:56
Image
2026-07-13 15:58:18
Video
2026-07-13 15:41:27
破位一般看3天，3天内不能占回才叫真破！ 否则会有“诱空”“诱多”这种针对技术派的打法。一只票好好做，认真观察。只要是底部的无须过度恐慌。
2026-07-13 15:27:29
风格切换之前，一定会有全面大跌，这也是规律。请记住！ 跌破4000的时候让你们控制仓位减仓了，控制仓位就是对抗急跌风险。 北炒今天也没少跌！全面下跌就不要问为什么跌这么多？不需要找原因，加速赶底，杀情绪杀恐慌，等待一个日线级别底部结构出来再加回来。 不用焦虑。用技术对抗情绪。 今天就按摸到到这里吧！
@dianzhuXS
2026-07-13 20:25:50
x.com/i/spaces/1wxWjjQVQvkJQ
2026-07-13 11:43:08
【馬雲的八字】 今晚直播用到的圖 介紹一個小白也可以 驗證反推時辰的方法 春冷花開嫌夜雨 秋深孤雁落寒沙 平地騰雲上碧霄 黑雲吹散見星橋 功名兩字初年破 食祿千鍾晚歲招 天邊兩燕分飛去 水邊惟存一隻孤 吳越瀟湘音信遠 片帆風送過苹蕪
2026-07-13 08:24:29
河北承德水災 全中國最怕的就是 河北和四川連續集中降雨 😮💨😮💨😮💨 希望更多的人能回歸善念 不要再詛咒他國惡念共振 【敬畏天地，天佑善人】 共產黨不會給你們講這些的 但這就是真實的避災靈方
2026-07-13 02:04:08
看完了吧，刪了啊
@xiaomustock
2026-07-13 16:32:13
过去一个月利润最高50%全还回去， 还倒贴13%，棒子是真该死呐，一群精神病。
2026-07-13 14:24:33
韩国这帮疯子跳楼了
2026-07-13 13:00:14
这市场谁在赚钱啊，亏了整整一个月了
2026-07-13 10:27:27
世界可以毁灭了，累了，就这样吧。
@JonathanDi3614
2026-07-13 15:44:33
收盘了，盘面一个字：惨。 维稳一天，明天找机会 当初科技炒得有多欢，现在跌得就有多惨。翻一翻，不少个股从高点下来已经腰斩，甚至跌得比启动前还低。为什么？ 一句话：估值过高，提前透支了未来好几年的预期。一旦经营业绩出现拐点，资金就集中兑现，毫不留情。现在这个市场里，真正值得价值投资的标的，屈指可数。有个别公司市盈率五千多——按当前盈利能力，得五千多年才能回本，跨了整个人类文明史。想回本？自己先成化石吧。 说白了，A股很多个股发行价就偏高，上市即泡沫。好公司占比太少，资金只能提前透支预期，炒完就走。各种题材轮动，政策驱动流动性，炒完了就是一地鸡毛。散户就在这一轮又一轮的炒作里反复被收割，指数却始终在原地踏步。 中国的散户，可能是全世界最难的群体。90%的人长期亏损，不是我们不行，而是90%的上市公司，一开始就是来圈钱的。发行价虚高，几年后一地鸡毛，大股东集中减持、清仓式套现离场——比经营公司赚钱快得多，何乐而不为？ 这不是市场的偶然，是制度的设计。但说这些没用，能做的，是在这个游戏里，比大多数人更清醒一点，跑得更快一点。
@aleabitoreddit
2026-07-13 08:45:13
Just a semi recap TLDR: - $GLW glass bridge per Morgan Stanley has potential, but hard to displace FAU (like FOCI) in short term - $SPCX Starlink Gen 3 is scaling to 100,000 units (10x prev gen) creating possible capacity constraints for suppliers of switches to CCL. - PCB supply shortages are projected to persist until 2028, and component shortages/price hikes are already forcing ODMs like Inventec to issue conservative H2 shipment - DeepSeek and Zhipu are developing custom ASICs to bypass $NVDA (kinda expected by now). - Anthropic has achieved a $30B ARR and is projected to hit >$1B in Q3 profit. Turns out these frontier labs are more profitable than people think. - US admin pressured $AAPL to source from $INTC, in exchange for tariff exception. Kinda pressuring alignment away from TSM. - $TSM plans a 30x expansion of its Photonic Integrated Circuit (PIC) capacity by 2028, growing from 500 to 25,000 wafers per month - Hanmi Semiconductor is entering the CoWoS packaging equipment market - $NVDA and NTT hosting a conference July 24th to discuss CPO strategies. - 5x general NAND flash price hike this year, market size $489B by next year triggered by RAG/inference. Samsung and SK Hynix make emergency fab investments, NAND equipment suppliers go brrrr. - Gas turbine bottleneck, 40% supply gap accompanied by staggering 5-year delivery cycles (mega-fabs need them for mass production). - AI probe card assembly has hit a severe bottleneck apparently. Which is attempted to by solved with things like Innovation Service's machines. - Nanya, 79.5% gross margins reported, memory go brr. 4x capex for capacity/advanced packaging. - CXMT's STAR Market IPO on July 16, so should bring a lot of attention to memory players in that supply chain. - KYEC $1.4B investment into US for $TSM Arizona output test facilities. Lot of these players like $AMKR and others should go brr in 2028. - $INTC CEO warned last month that helium could hinder the manufacturing costs and delivery times of AI chips - 3D NAND word lines are shifting from Tungsten to Molybdenum starting at the 375-layer node - SambaNova secured JPM for AI inference and raised $1B at an $11B valuation. - HBM prices projections to double in 2027 as $NVDA Rubin platform drives demand. - $MU provides $500 million in funding to support GlobalWafers' US manufacturing capacity - $META 'Iris' will enter mass production in September via $AVGO and TSMC and Meta aims to double computing power to 14GW by 2027. - Largan Precision has secured its first CPO FAU order, mass production slated for middle of next year (kinda indication around Foci and others). - Samsung and SK Hynix have delayed the implementation of hybrid bonding packaging technology for HBM4 apparently - Memory costs (DRAM/NAND) have reached 60% of the BOM for sub-$400 smartphones, causing a severe volume contraction. - SK Hynix successfully rasied $26.5 billion through a Nasdaq ADR - $TSLA issued procurement guidelines requiring suppliers to reach weekly production of 1,000 units by September and double to 2,000-2,500 by year end for its 3rd gen Optimus robot. Apparently Alliance Technology and A-Link may be in this supply chain harmonic reducers and vision lenses? Kinda go through all this stuff every day, but don't wanna be a news reporter so just consolidated stuff I found interesting.
2026-07-13 02:27:32
Looks like the Strait of Hormuz is open for the 50th time this year per Trump. I’m getting tired looking at macro.
生成时间：2026-08-04T08:16:02.318Z