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🔥《Codex十大高价值资源合集》 GPT-5.5 的更新,给 Codex 加了把火!直接把 Codex 推上神坛,在实际编程、工作流、视觉理解和多线程自动化能力上已超越 Claude Code,已成为目前最强 AI 编程神器! 小师妹给大家整理了最硬核的教程以及爆款实操案例,一键可抄作业😆 1️⃣ @Saccc_c 最全面 Codex 官方级教程 💡不到2小时教会你 Codex App + GPT-5.5 最强组合,从插件使用到多线程自动化工作流全覆盖,目前最值得抄的实战教程! 2️⃣ @WEB3_furture 38分钟从零精通 Codex 中文教学 💡目前最快上手 Codex 视频!安装、语音、插件、MCP、工作流搭建一步到位,全中文讲解,一看就会! 3️⃣ @yidabuilds Codex vs Claude Code 一个月实测对比 💡每月花600刀用AI编程的真实对比:Codex已成Claude Code完全平替,更快更省钱,并行工作流+Superpowers全分享! 4️⃣ @XiaohuiAI666 Codex 保姆级入门教程 💡程序员小灰出品 Codex 最详细入门!概念、安装、四种运行模式、CLI/App上手全覆盖,新手必备! 5️⃣ @meta_alchemist Codex + Image Gen 2 + Vision 做出完整游戏 💡Codex视觉能力起飞!Image Gen 2 + Vision 组合直接做出完整游戏,UI/UX设计神器! 6️⃣ @op7418 1小时用Codex做出完整roguelike卡牌游戏 💡Codex真实震撼案例!1小时做出可玩卡牌爬塔游戏,全流程开源+安装包! 7️⃣@Formulasearch 零剪辑做出专业产品视频工作流 💡GPT-Image-2 + Codex 做出高品质产品演示视频,先出图定视觉再写代码,1小时无剪辑软件完成! 8️⃣ @Saccc_c Codex + HyperFrames 1小时代码做视频 💡自媒体视频剪辑自由!Codex + HyperFrames代码驱动视频制作,描述画面→AI写代码→1小时出片! 9️⃣@DeRonin_ Codex 10x 自主工作流:写详细任务文档 → 一条命令跑到底 把 Codex 当“承包商”用!写一份完整需求文档,一条命令让它后台自主运行几小时完成任务,无需反复澄清,生产力直接起飞! 1️⃣0️⃣ @Lonely__MH 土耳其区Apple ID低成本订阅ChatGPT Plus/Pro 💡最便宜合法订阅ChatGPT Plus全流程!银联卡直充土耳其礼品卡,合法合规超详细教程!
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和Quant Alex @StochAlex07 讨论: SABR Theta与Spot Theta+Vol Theta+Cross Theta的异同与应用,以及SABR模型自洽性分析。 **English Summary of the Chat** **SABR Theta vs Spot Theta + Vol Theta + Cross Theta** The conversation between **Alex Wu** (white bubbles) and **Jeff Liang** (green bubbles) is a technical discussion focused on **SABR Theta versus Total Theta** (i.e., Spot Theta + Cross Theta + Vol Theta), model self-consistency, PDE residual, and the correct definition of SABR Greeks. ### Key Points Discussed: 1. **SABR Gamma = Spot Gamma** (first major question, raised by Jeff) Jeff asked whether SABR Gamma (\(\partial^2 P / \partial F^2\)) is identical to Spot Gamma and whether it includes the dependence of \(\sigma_B\) on \(F\). He also provided the full chain-rule expansion of SABR Gamma in terms of Black-76 Greeks. Alex confirmed the understanding and **later affirmed in code** that this is exactly how SABR Gamma is implemented in their system. 2. **SABR Theta vs Total Theta and Model Self-Consistency** (main topic, led by Jeff) Jeff shared a clear 3-point understanding: - SABR Theta is computed directly via the SABR approximation formula to obtain \(\sigma_B\), then applying the Black-76 chain rule: \(\partial P/\partial t =\) BS_Theta(\(\sigma_B\)) + BS_Vega \(\cdot \partial\sigma_B/\partial t\). - Total Theta is the exact decomposition from the SABR PDE (Spot Theta + Cross Theta + Vol Theta). - When the model is **fully self-consistent** (Residual = \(\partial P/\partial t + \mathcal{L}P = 0\)), SABR Theta = Total Theta; otherwise the difference is the unexplained PnL caused by the approximation error in the Hagan formula (especially pronounced in long-dated, high vol-of-vol, or high-skew options). 3. **Practical Implication – Theta Decomposition Decision** (comment by Alex) Alex noted that whether to perform Theta decomposition depends on the risk-management approach: - Without decomposition → use SABR Gamma vs. dP/dt. - With decomposition → SABR Gamma maps to Spot Theta, Vanna to Cross Theta, and Volga to Vol Theta. **Overall Tone**: The discussion is highly technical and collaborative. Jeff drives the conversation by asking clarifying questions and presenting a well-structured 3-point summary of his recent study. Alex provides confirmations, practical insights, and code-level validation. Both participants demonstrate a strong command of SABR model nuances, particularly the relationship between approximation error, PDE residual, and real-world risk management.
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