台风“美莎克”致广西14市78县受灾，260多万人受灾，救灾重心转向安置和基础设施恢复。 Typhoon Maysak hit 78 counties in 14 Guangxi cities, affecting over 2.6 million people; relief focus shifts to resettlement and #Typhoon#

最危险的仓位，往往是那个一直替你赚钱的仓位。 被称为市场女巫的短线交易员 Linda Raschke，早年靠卖出跨式期权起家。 当时她几乎一直在做这种交易，股价只要不大涨大跌，期权的时间价值就会不断衰减，她也能持续收下权利金。 Cities Service 股价约34美元时，她卖出行权价40美元的跨式期权，收取10美元权利金，距离到期只剩两天，只要股价留在30至50美元之间，这笔交易就能赚钱。 收盘前，她还又加了一批仓位，心里想，我怎么可能输？ 结果，第二天Cities Service 停牌，Gulf Oil 突然提出每股63美元收购，恢复交易后，股价跳升约20美元。 她的账户无法维持仓位，一天就亏掉8.6万美元，本金和利润全部清零，还倒欠了3万美元。 靠卖出跨式期权进入交易行业，也差点被同一种交易赶出去。 Linda后来发现，最大的亏损常来自仓位很小，做得太熟的交易，这些仓位最容易被忽视，让人松懈。 此后她更看重出错后的处理，尽快发现，立即纠正，交易一旦失效，直接退出，不用对冲把仓位拖得更复杂。 后来她主要做持有两三天的短线，只判断方向，不预测幅度，市场不配合就离场。

看得我泪流满面😭🥹💔就凭这一点，难道中国人还能再吃狗肉吗？ A Belated Tribute to China’s Wenchuan Earthquake Rescue Dogs. This is a tribute that comes years too late. On October 2, 2021, the last search-and-rescue dog that had served in the 2008 Wenchuan Earthquake, Bingjie, passed away. With his death, all 67 rescue dogs that answered the call during one of China’s darkest disasters had completed their final roll call. This isn’t about whether you love dogs or keep pets. It’s about heroes. Back in 2008, when mountains collapsed and entire cities were reduced to rubble, these dogs charged into places no human could safely enter. At a single whistle from their handlers, they disappeared into twisted steel, shattered glass, and unstable concrete without hesitation. Their paws were ripped apart by broken rebar and jagged debris. They bled with every step. Many worked until the pads of their feet were raw and infected. Yet the moment they caught even the faintest scent of life beneath the ruins, they refused to leave. They barked. They dug. They kept digging. For them, every signal they gave meant another chance for someone to survive. That wasn’t simply bravery. It was something even purer. A complete trust in the person who guided them. A trust so absolute that it stood above fear itself. Bingjie was barely a year old when he was deployed to Wenchuan. Still little more than a puppy, he clawed through what had become a living hell and helped save 13 lives. The first little girl he rescued is now a university graduate. The future she was able to live began with a wet black nose finding her in the darkness… and a pair of tiny paws digging until they nearly gave out. If she remembers that moment, then she remembers who reached her first. No matter how you measure it, humanity owes these dogs a debt that can never truly be repaid. There was also Shenhu, another legendary rescue dog. By the time he retired in 2019, nearly fourteen years old, he had helped save 15 lives. His handler couldn’t bear to part with him, so he brought Shenhu home and stayed by his side until the very end. Today, a statue stands in his honor. But the truth is… Dogs don’t understand medals. They don’t understand monuments. They don’t care about titles or glory. A gentle pat on the head. A favorite tennis ball. A few words of praise from the person they trust. To them, that was worth risking everything. If called again, they would have done it all over without a second thought. People often speak of loyalty. These dogs never spoke a word. They carved loyalty into their bones. Now they have all returned to the place people lovingly call the Rainbow Bridge. Perhaps they’re together again, sniffing one another, wagging their tails, healthy and full of life, just as they were back then. To the silent heroes who gave everything so that strangers could have another tomorrow… Thank you. You will never be forgotten.

如果世界大战真的来了，投资者如何应对？别以为开玩笑。在2014年，乌克兰局势紧张、克里米亚危机爆发时，巴菲特接受CNBC的采访。他的回答非常绝绝：“即使第三次世界大战不可避免地要爆发，我依然会去买股票。你总得把钱投在某个地方。有一点你可以肯定：如果真的发生了大战，货币的价值也会下降。所以，持有现金是能想到的最糟糕的选择”。 巴菲特当时的逻辑非常直白：1)现金会贬值：战争时期，所有国家的货币都会面临巨大的通胀压力，持有现金资产几乎等于主动接受购买力缩水；2)优质资产能抗通胀：无论发生什么，像可口可乐、通用汽车这样的优质企业，在战后依然会生产产品，人们也依然需要消费。巴菲特不止一次用他自己的亲身经历来证明这个观点。 在2018年的股东信中，他动情地回忆了自己人生中的第一次股票交易：时间是1942年3月11日。当时他11岁，拿出了自己所有的积蓄(114.75美元)，买了3股Cities的股票。当时的背景是什么？那是太平洋战争爆发后的前几个月，美军在太平洋战场上节节败退，巴丹半岛沦陷，珍珠港的阴霾还未散去。几乎每天的新闻头条都是坏消息。 巴菲特后来说，如果当时他选择等待“局势明朗”再投资，或者因为害怕而持有现金或黄金，那么他将错过整个人类历史上最伟大的经济增长周期之一。如果他把那114美元投入一个标普500指数基金(假设当时有)，并一直持有到2018年，这笔钱会变成60.6万美元。在面对极端宏观危机(如冷战、热战、金融危机)时，巴菲特的逻辑可以拆解为：因为恐惧而离开市场，不仅错过了危机中的便宜筹码，更无法预测什么时候该“重新买回”。 未来10年，哪些美股值得长期持有？

说个所有AI创业者都不愿意承认的事实： 现在做一个AI工具的门槛已经降到了地板， 普通人做一个AI工具都只需要一天， 但学会用它干成一件事，却至少得一个月， 感觉像是AI时代的一个悖论😅 5.7M 阅读 23 万点赞的这条推，表面看是游戏圈在自嘲， 视频展示的是一颗树莓 237 万个高斯点，做一筐扔进游戏直接 2 FPS， 但如果把游戏开发四个字去掉，你会发现这是 2026 年所有 AI 工具用户的共同故事。 我先先把这个梗讲透： 原推作者 @DanyBittel 用 90 组焦点堆栈、每组 68 张照片，重建出来这颗树莓，总共 237 万个高斯点， 这是一种叫 3D Gaussian Splatting 的新型 AI 重建技术，简称 3DGS， 视觉效果有多吓人呢？ 每一颗小果粒的绒毛、表面光泽、半透明的果肉质感全都纤毫毕现，在 RTX 3060 Ti 这种中端显卡上还能跑 100+ FPS，前提是只有这一颗🙃 @nazbowling102 的笑点在这里，老哥迫不及待想看哪个独立游戏开发者一激动，把一整筐这种树莓当道具扔进游戏里，然后纳闷为啥游戏跑 2 FPS🤣 我觉得这个吐槽之所以 5.7M 阅读，是因为它戳中了游戏圈的集体回忆—— Monster Hunter Wilds 一颗八角茴香用了 2048 乘 4096 的纹理直接卡帧，Cities Skylines 2 给行人建了高精度牙齿模型，全都是一个小道具毁全局的真实事故。 但这条推真正让我深入研究的还不是游戏开发的事，虽然我是个游戏爱好者，但对于游戏开发是个小白。 ayi干货输出开始！ 咱们把游戏开发四个字去掉，这个故事正在所有 AI 工具领域都能同步上演， AI 生成的图，单张精美绝伦，但批量做长素材时质量瞬间崩溃， AI 生成的视频，10 秒钟惊艳，1 小时长片的管线一团乱， AI 生成的代码，单个函数完美，扔进项目跑起来一堆隐藏依赖， 共性是同一条规律： 新工具让做出来这件事的门槛降了 100 倍， 但用得动、跑得稳、能交付这件事的门槛反而升高了 10 倍。 过去做不出来是因为没人能做，现在做出来是因为工具太好用， 但优化、压缩、整合、降本的脏活累活没人帮你干，AI 工具时代真正稀缺的不再是创造力，而是生产工程能力。 所以我觉得这条树莓推真正的价值，不是教育游戏开发者怎么做 LOD， 是给所有正在被新工具喂得满嘴流油的人一个提醒： demo 级和生产级永远隔着一条河， AI 让前者变得免费， 后者还是要你自己游过去的！

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