📅 20260910 推文存档

📊 共 11 条推文

@aleabitoreddit

2026-09-10 20:49:19

共和党が議会で多数派を維持できたら、トランプが成人1人につき5,000ドルを配ると約束している理由が、正直よく分からない。（総額約1.35兆ドル）

📖 原文 | 🔗 #0910-204919

2026-09-10 14:38:22

Wow, HBM reportedly drove up AI accelerator/card prices by 20-50% in China.

So $SKHY, Samsung, $MU, should be happy to hear this:

Huawei has raised indicated pricing for the Ascend 950DT 20–50% above quotes from just 2 months ago
Cambricon's upcoming 690 is reportedly https://t.co/j7ZWyb63St

📖 原文 | 🔗 #0910-143822

2026-09-10 06:31:28

Anthropic's Economic Scenario publication was a pretty interesting read:

Anthropic's "extreme" scenario has GDP growth reaching 15.4% in 2030

So around 7.3x current rates (~2.1% Y/Y), which is consistent with what Elon Musk is saying about outgrowing the national debt with https://t.co/74wT1uN9zM

📖 原文 | 🔗 #0910-063128

2026-09-10 01:48:34

If you hid the ticker, you would think this was an AI bottleneck name. https://t.co/6rR1BWYRb9

📖 原文 | 🔗 #0910-014834

@akohika1233

2026-09-10 20:40:39

明天不准备建仓了，准备出仓，看我通知。现在持仓如下：和远气体002971（38.47进入，每股浮亏：0.14 元，浮亏幅度：-0.36%）铭普光磁002902（26.43进入，每股浮盈：1.62 元浮盈比例：+6.13%）士兰微600460（30.58 到入每股浮亏：0.34 元浮亏比例：-1.11%）

📖 原文 | 🔗 #0910-204039