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你知道 grokbot 的新版本把 agent runtime 搬到云端了吗? 然后,local-exec-daemon 做了增量(0.78.1) —— 新本地服务(全部在用户计算机上运行): 1. Vault 凭证代理:/v1/vault 端点、listGrokBotVaultCredentials RPC、 vault items 带 sites[]、targetRules[]、expectedGeneration、expirationMode、 credentialExpiresAtMs、ticketExpiresAtMs、policyVersion。 2. 本地审批存储(auto-review 落地):approvalsPath / retirementsPath / standingGrantsPath、 approvalId、accountScope、authorizedByApproval、serverAuthoritative、 1 小时审批窗口(36e5ms,对应 0.77 "30 分钟"→实际 1h)。 "The local-tool approvals file is unreadable" —— 审批状态是 daemon 管理的 JSON 文件。 3. 1Password 集成:工具名 RequestOnePasswordConnect / RequestOnePasswordLogins / SetOnePasswordPreference; RPC beginOnePasswordConnection / completeOnePasswordConnection / getOnePasswordState / syncOnePasswordConnections / deleteOnePasswordConnection;回调 /v1/onepassword-oauth-callback、/v1/onepassword-approval-callback。 4. 凭证 provider 框架:FillCredential / GetCredentialProviderStatus / ListCredentials、 local-exec-daemon-credential.json(daemon 自身凭证)、OAuth 动态客户端注册 (redirect_uris/token_endpoint_auth_method/grant_types…)、Keychain 引用。 5. 多用户计算机:userComputers[](按 accountScope 区分)、userComputerRetry、 userComputerRemoved —— 对应 0.77 "Route traffic through this computer" 多设备。 6. 移动设备工具:MobileReadCalendar/WriteCalendar、IOSReadHome/ControlHome/ReadHealth/ ReadReminders/WriteReminders、MobileReadContacts、DeviceGetLocation(iOS/Mobile 配对链路)。 7. 工具权限面:权限组 [Computer, Read, Screenshot, Shell, Skill, Vault] + 单独的 CopyToBox/CopyFromBox/ListMachines/AwaitShell。
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根据最新的13F披露(Q1 2026)和SEC内部人交易记录,TSM最近的割肉方主要有两类: 机构减持方(按规模排序): WCM Investment Management — 减持49.16万股(-5.0%),这是最大的一笔。WCM是TSM最大的机构持仓之一(Q1末仍持有932万股,约$29.5亿) Public Employees Retirement System of Ohio — 减持7.48万股(-8.3%),剩余83万股 Morningstar Investment Management — 减持6,505股(-16.5%) R Squared Ltd — 减持6,496股( -64.3% ,砍仓最狠) Hodges Capital Management — 减持8,924股(-18.7%) Trust Investment Advisors — 减持1,815股(-9.5%) Guardian Partners — 减持2,036股(-5.5%) 内部人割肉: 最大一笔来自 VP Tzu-Sou Chuang(庄慈菘) ,5月19日卖出20万股,套现$1,397万,减持比例7.42%。这是近期内部人中最大的一笔抛售。 与此同时,其他高管在逆势买入 — VP Bor-Zen Tien在6-7月连续三次买入,累计增持4,000股(+300%);多位VP也在小额买入。 但更关键的是,机构整体是在加仓的:Fisher Asset Management、VanEck、美银、Coatue等都在Q4/Q1增持。16.51%的机构持仓比例基本稳定。所以这波"割肉"更多是部分机构在获利了结,不算系统性出逃。 $TSM
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「黑龙江约两百名下岗教师在省教育厅集会,要求落实养老保障(2026.07.22)」7月22日,黑龙江省约200名下岗教师前往省教育厅集体维权,要求当局为尚未达到法定退休年龄、没有社保账户的下岗教师,补缴其在岗期间的养老保险;要求以灵活就业身份参加企业职工养老保险的下岗教师,同样享受教龄补贴,或将教龄认定为工龄并纳入养老保险视同缴费年限;同时要求提高“86群体”老教师的教龄补贴标准。 “Around 200 Laid-Off Teachers Rally at Heilongjiang Provincial Education Department, Demanding Pension Protections (July 22, 2026)” On July 22, around 200 laid-off teachers in Heilongjiang Province went to the provincial education department to collectively defend their rights. They demanded that the authorities make up the pension contributions owed for laid-off teachers who have not yet reached the statutory retirement age and do not have social security accounts. They also called for laid-off teachers enrolled in the enterprise employee pension system as flexible workers to receive the same teaching-service allowances, or to have their years of teaching recognized as years of service and counted toward their deemed pension contribution period. In addition, they demanded an increase in the teaching-service allowance provided to veteran teachers belonging to the “1986 group.”
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