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7月22日,山西岚县建设高标准农田,提升耕地质量,增强防灾能力,提高粮食综合生产能力。 On July 22, Lan County built high-standard farmland to improve soil quality, disaster resilience, and grain output. #Farmland#
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突然有点想去上海看电竞了。 TI 2026 上海站马上开打,有一起去现场感受一下的朋友吗? 8月13-16日小组赛,8月20-23日主赛事,地点在上海浦发银行东方体育中心。 这次中国赛区有 Xtreme Gaming、Vici Gaming、Team Resilience 三支队伍晋级,主场氛围应该会很炸。 DOTA2 对很多人来说可能是个“老游戏”,但真正看过比赛的人都懂,它一直是电竞里最接近高强度博弈的项目。 最吸引我的不是单纯操作,而是每一局背后的实时决策: 什么时候打,什么时候避; 什么时候控图,什么时候逼团; 什么时候买活,什么时候放资源。 一场比赛看下来,其实很像在看一个高压环境下的决策系统。 信息不完整、节奏一直变化、每一步都有成本,判断错一次,优势可能瞬间被翻盘。 这也是为什么我觉得电竞和预测市场、交易思维天然有交集。 真正有价值的不是“我喜欢谁”,而是你能不能把局势、赔率、状态、赛程和临场变化放在一起判断。 老玩家看的是青春,新观众看的是热闹,真正懂的人看的是博弈。 这次上海主场,中国队加油。 XG、VG、TR 都冲一把,最好把神盾留在主场
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📊🚨 独家盘口:今晚11:00PM 欧冠外围赛(第一场) 艾马迪 vs 奥摩尼亚 Real-Time Odds & Over/Under Analysis 👥 中国足彩今日精选场次!The lines for this match are tightly set. 目前主队艾马迪 slight favorite(微弱优势),全场让球开在 0/0.5 (odds 0.89)。但客队 resilience(韧性)不容小觑。 值得注意的是 Over/Under(大小球)基础大盘卡在 2/2.5,且小球 Under 给到了 0.78 极低水位 另有机构直接防范 2.0球 盘口,暗示这极可能是一场 high-intensity tactical battle(高强度的防守拉锯战)! 📋 核心波胆 Matrix Overview(临场对比参考): Correct Score 热门比分:目前机构对主胜 1-0(赔率 6)、2-0 / 2-1(赔率 9.2)进行重点防范。 Draw Options 平局热度:0-0(7.7)和 1-1(5.8)死死卡住低赔。 #UCL# #UCLQualifiers# #FootballAnalysis# #SportsData#
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跨越十几个春秋,命运完成了奇妙的交织。在 2026 年世界杯决赛现场,川普坐在台上注视着她,而詹妮弗·哈德森站在万众瞩目的舞台中央,放声高唱美国国歌。 那一刻,她的心中一定充满了对美国以及川普总统的感恩🙏 生命的善意与敬畏,终会在时光里交织出最美好的模样。🙏✨ 看到詹妮弗·哈德森(Jennifer Hudson)和贾斯汀·比伯(Justin Bieber)今天的演出,让人不禁对人性的善良、生命的顽强以及信仰的力量产生深深的敬意。🕊️ 2008 年,詹妮弗·哈德森遭遇了人生中最惨烈的剧痛——母亲、哥哥和年仅 7 岁的侄子不幸遇害。在整个世界仿佛坍塌、最无助的至暗时刻,那时还没当上总统的唐纳德·川普(Donald Trump)极时伸出了援助之手。 他不仅在自己芝加哥的酒店里为她和家人提供了全方位的安全庇护,更是免除了所有费用,无条件地支持她渡过难关。这份巨大的善意,成了她日后在暴风雨中最坚实的依托。 现在那位曾经庇护她的人已经成为世界上权力最大的美国总统;而她本人这十多年来也跨越苦难,成长为实现 EGOT 大满贯的传奇巨星。 川普当年的那份无私和善良,与今天世界杯上的光彩再次交织在一起。这种善意的循环正是这个世界上最美好的力量。 ✝️ 还有今天的贾斯汀·比伯——他同样依靠上帝的力量,从至暗时刻再次走向了辉煌。 加拿大帅哥贾斯汀·比伯,13岁便凭借绝佳的容貌和音乐天赋惊艳世界。然而年少成名带来的不仅是光芒,更有铺天盖地的谩骂和舆论风暴、以及后来的严重病痛(莱姆病与面瘫)。 在身心遭受极度煎熬的痛苦中,他曾几度迷失,差点彻底消失在国际舞台上。 最后,他选择了信仰上帝。 今天,当他在舞台上带着发自内心的虔诚赞美上帝时,你能从他的歌声中感受到那种灵魂深处的宁静。那不是表演,而是一个受过伤的生命对上苍最深沉的感恩与敬畏。 他们,一个是经历了血亲骤然离世的歌星,最终在他人的支持和鼓励下浴火重生; 一个是年少成名、但却无法抵御名利场上的迷茫与病痛,最终在上帝的怀抱中寻回了灵魂。 还有一个人——他总是在别人最困难的时候,无私地伸出援手,然后他最终成为了两届美国总统。 当然还有梅西。一个从不被人待见的、甚至经常受人欺负的小个子,成为了举世瞩目的巨星。他热爱家庭、勤奋工作、懂得感恩!那个最耀眼的他👍🔥今天虽败犹荣💪🌹 人生真正的成功,从来不是一帆风顺的,而是在跌倒后仍然有爬起来的勇气。 关于这一点:以上几位已经用他们的亲身经历做出了最好的诠释。 感谢他们用人生、足球和音乐,向全世界传达了这份温暖与爱的力量。❤️🙌🩵💕🌹🫶 愿我们在漫长的岁月中始终对生命保持敬畏,保持善意,保持真诚和对上苍的敬仰。 #JenniferHudson# #JustinBieber# #Trump# #DonaldTrump# #Messi# #WorldCup2026# #WorldCupFinal# #Faith# #Inspiration# #Resilience# #上帝的力量# #世界杯2026#
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交易是门艺术 做市商策略却绝对是科学 虽然这玩意 99.9%的人根本用不上 但你懂点后就可以装逼了 
1/订单簿是市场最真实的供需战场 每一次限价单挂出、修改、取消或成交,都会留下可量化的痕迹 通过超低延迟系统实时处理海量更新(每秒数万次),从中提取短期预测信号(通常100毫秒内有效) 这些微小优势(每笔交易仅0.5-1个基点bps)通过极高频次(一天上万笔)+严格风控积累成稳定盈利 
不预测未来,捕捉订单流中的统计性不平衡 2/ 限价订单簿(LOB)的结构与动态 帖子给出经典定义: Spread(价差)= Best Ask - Best Bid
示例:$100.05 - $100.02 = $0.03 Mid-price(中间价)= (Best Ask + Best Bid) / 2
示例:($100.05 + $100.02)/2 = $100.035 Depth(深度)= 每个价位的累计挂单量 dwMTd“LARGE” 详细解释: 绿色(Bid):买方愿意出的最高价及对应数量(从右向左递减) 红色(Ask):卖方愿意接受的最低价及对应数量(从左向右递增) 价差是 立即成交的代价——价差越窄,市场流动性越好、交易成本越低;价差越宽,通常意味着波动大或流动性差 Mid-price 是市场 公允价格 的即时估计,常被用作参考基准 实际意义:价差变化 + 深度不平衡,因为这些能提前揭示短期买卖压力 3/核心微观结构信号 常见且有效的包括: Order Book Imbalance (OBI / 订单簿不平衡):买方深度 vs 卖方深度之比。买方远多于卖方 → 短期看涨概率更高 Order Flow Imbalance (OFI):最近订单流的有向累计变化(挂单、修改、取消的净买/卖压力) VPIN(Volume Synchronized Probability of Informed Trading):衡量毒性订单流(知情交易者 vs 噪音交易者),常用于风险预警 其他:多层深度不平衡、价差动态、取消率、成交符号(trade sign)、订单簿韧性(resilience)等 这些信号单独看胜率/预测准确率通常只有52-58%(modest edge),但组合使用后可显著提升 4/ 信号验证:什么真正有效? 
单一信号容易被噪音淹没 真正产生Alpha的是多信号融合 + 动态仓位管理(根据当前波动率 regime 调整大小) 
例如:在低波动 regime 下激进下注,高波动时保守或暂停 这符合量化交易的经典原则:边缘小 + 频率高 + 严格风控 = 复利 5/ 信号管道 典型管道: 数据摄入 → 特征工程(计算OBI、OFI、VPIN等) → 预测/打分模型 → 风控与执行 → 反馈优化 实际流程要点: 实时处理海量订单簿更新 特征必须低延迟计算 最终输出是 现在该买/卖/观望 + 置信度 6/ 基础设施的残酷现实 生产环境必须用: Feed handlers:C++ / Rust(亚微秒级解析) Signal engines:FPGA(简单信号)或 C++(复杂) Order gateways:交易所机房托管(colocation),往返延迟 < 5微秒 风控检查:FPGA硬件实现,< 1微秒 延迟对比: 慢系统 ≈ 50微秒 顶级系统 < 5微秒 Python最低额外延迟 100–1000微秒(完全不够用) 信号本身不难,真正壁垒是基础设施 + 监管 + 资本 7/ 底线与实用价值 对不同人群的价值: 纯做市商玩家:核心生意模式。 中长周期系统性基金/量化基金:用LOB信号优化执行时机——决定 现在跨价差成交 还是 等流动性来找你,可节省1-2 bps/笔,规模化后非常可观 普通交易者:理解这些概念,能更好判断市场流动性和短期压力
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最近抽时间看了下老乡CZ @cz_binance 的新书《币安人生》,读下来感受就是CZ很真实、很接地气的分享自己。从农村泥土地板的童年、到移民加拿大、再到后来一步步做技术、投身Crypto,最后把币安从一个小团队干成全球最大交易所……个人感触良多。 最打动我的,是CZ反复强调的“保护用户”和“韧性”。他不是那种只谈成功光环的人,反而把一路上的挫折、监管压力、市场崩盘、甚至自己坐牢那段日子都写得挺坦诚。尤其是监狱里用老式电脑、每次只能写15分钟、还不能复制粘贴,就这么一字一句敲出来的初稿,真的能感受到那种“不管环境多差,都要往前走”的劲头。他写这些,不是为了博同情,而是想告诉大家:创业尤其是做Crypto这行,运气很重要,但更重要的是 resilience,还有把用户利益放在第一位的初心。 书里也分享了很多币安早期怎么招人、怎么快速迭代、怎么在剧烈波动中做决策的细节,看得出来他一直相信Crypto能真正扩大金融自由,尤其是帮到那些传统银行触及不到的人。这点跟我这些年观察行业的心得挺一致的——技术本身是工具,但真正推动变革的是那些愿意长期扛事儿、把事儿做扎实的人。 读完之后,我对CZ的印象更立体了。他不是什么“神”,就是一个从底层一步步走出来、用行动证明自己的人。经历了大起大落,还能保持那种低调务实的态度,把书的所有收入都捐给慈善,这份格局真的让人佩服。尤其现在行业还在不断成熟,监管环境也在变化,他的故事给很多还在路上挣扎的创业者提供了实实在在的勇气和参考。 一姐 @heyibinance 这些年也一直很低调地支持着行业发展,在关键时候总能看到她稳稳的担当。CZ和一姐这样的人,让我相信Crypto不只是关于价格和财富,更是关于自由、韧性和长期主义。推荐大家有空都去读读。人生如戏,币安人生更是场大戏。看完只想说:继续加油,真正的价值,总会在时间里显现。 新书电子版:
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#为什么是中国# #WhyChina# The Global Logic of China's Economic Growth in the First Half of 2026: A 4.7% GDP Increase 2026年上半年GDP增长4.7%:中国经济增长的全球逻辑 According to the latest semi-annual report, China's gross domestic product (GDP) reached 69.6 trillion yuan, representing a year-on-year increase of 4.7% at constant prices, in line with the annual growth target. Against a backdrop of intertwined international complexities and volatilities, China's economic performance is commendable. Yet, a closer look at the data reveals that the logic underpinning China's economic growth is being reshaped. (I) At the Industry Level, Notable Highlights Emerge: First, new quality productive forces are being cultivated and strengthened at an accelerated pace.** In the first half of the year, industrial production grew robustly. The value-added output of the equipment manufacturing sector increased by 9.3% year-on-year, and that of high-tech manufacturing grew by 13.3%, both outpacing the overall growth rate of industrial output above a designated scale. This underscores a clear trend toward a high-end, intelligent, green, and integrated industrial structure. Looking at specific products, the output of 3D printing equipment, lithium-ion batteries, industrial robots, and other products emblematic of new quality productive forces surged. The average daily token call volume has reached hundreds of trillions, showcasing the vitality and potential of the digital and intelligent economies. Second, new growth drivers are accelerating to take on a leading role. Preliminary estimates suggest that new growth drivers—encompassing high-end manufacturing, the digital economy, and modern services—contributed over 40% to economic growth in the first half of the year. The economy's distinct shift toward a higher quality and more optimized structure is evident, and this overall trend is accelerating. For instance, industries related to artificial intelligence, such as integrated circuit manufacturing and intelligent vehicle equipment manufacturing, have all maintained high growth rates exceeding 30%, vividly illustrating the pace of China's industrial upgrading. Third, confidence on the investment front is on the rise. In the first half of the year, investment in high-tech industries grew by 4.6% year-on-year. Notably, investment in the manufacturing of aircraft, spacecraft, and equipment, computer and office equipment manufacturing, and information services grew by 23.3%, 8.1%, and 15.5%, respectively. Investment structure best reflects market expectations. The increasing "new economy content" in investments signals an acceleration in the replacement of old growth drivers with new ones. Investment in intellectual property products grew by 9.4%, indicating that enterprises are placing greater emphasis on R&D and innovation. This suggests that technological advancement is not simply about capacity expansion but about qualitative change driven by innovation. (II) Observing a Major Economy Requires Looking Beyond the Immediate Figures to the Long-term Trajectory. Behind the "new economy content" of the semi-annual report lies China's ongoing transformation from a global manufacturing hub to a global center of innovation. At the 17th Annual Meeting of the New Champions (Summer Davos), observers noted a new phenomenon: a host of unicorn companies are heading to China. They are establishing R&D centers, regional headquarters, and deeply integrating into China's innovation and industrial chains—shifting from "produced in China" to "created in China." So, why China? Economist Justin Yifu Lin, in his book *Demystifying the Chinese Economy, touched upon the theory of the "speed of technological change." He argues that the essence of the industrial revolution is not just the application of new technologies, but more fundamentally, the ever-accelerating pace of technological change. Since the mid-18th century, starting with the steam engine reshaping the textile industry, the snowball of technological change has grown, rapidly sweeping through industries like chemicals and automobiles, ultimately redrawing the geographical map of great power competition. Looking at China today, the trajectory of accelerating technological change is equally clear. A leading enterprise can drive an entire industry, which in turn can boost a whole region. These burgeoning industrial clusters, growing from saplings to forests, not only enhance production efficiency and invigorate market vitality but also effectively improve development quality and resilience. For example, specialized and sophisticated "little giant" enterprises above a designated scale in Beijing, through deep cultivation of innovation chains, supply chain collaboration, and international expansion, have become "connecting points" and "accelerators" for the dual circulation strategy. More importantly, emerging industrial clusters possess powerful spillover effects. The rapid rise of new energy vehicles is not only reshaping the automotive industry but also driving transformations in chips, software, and energy networks, allowing more sectors to gain value from efficiency improvements. The swift advancements in AI and biomedicine are sparking a "gentle qualitative change" in people's livelihoods, significantly enhancing the sense of fulfillment and well-being through smarter, more affordable products and more livable environments. (III) Looking from the First Half to the Full Year, China's Development Momentum Remains Positive. Of course, during this critical period of transitioning between old and new growth drivers, China's economy still faces lingering issues and new challenges. Some core areas are still grappling with "bottleneck" technologies, certain high-tech industries face external risks of "decoupling" and supply chain disruptions, and "involution"-style competition affects the new energy market ecosystem. However, most of these are issues arising from development and transition, and they can be addressed with effort. The supporting conditions and fundamental trends for long-term economic improvement remain unchanged. China's economic journey toward a newer, higher-quality model is itself a process of encountering new problems and solving them along the way. By maintaining confidence, proceeding steadily, and balancing both qualitative improvements and quantitative growth, China's industries are poised to be brimming with dynamism, and the Chinese economy will continue to advance steadily and sustainably. #China# #Jiangxi# #JiangxiEconomy# #世界经济看中国# #赣出新精彩#
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🧵 后端/基建开发推荐阅读的十篇论文 别只背八股了,很多面试题就是这些论文里的工程问题被压缩成的问答。 推荐按顺序读,强烈建议边读边画图/做笔记。 1️⃣ RocksDB: 看懂工业级 KV 存储怎么演进 RocksDB 这篇不是讲单个算法,而是讲一个 KV 存储在大规模生产环境里,优化重点怎么从写放大、空间放大一路转到 CPU 利用率。 Evolution of Development Priorities in Key-value Stores Serving Large-scale Applications: The RocksDB Experience 2️⃣ WiscKey: 理解为什么要把 key 和 value 拆开WiscKey 的核心是把 LSM-tree 里的 key 和 value 分离,减少 I/O 放大,尤其适合理解 SSD 时代 KV 存储的设计取舍。 WiscKey: Separating Keys from Values in SSD-conscious Storage 3️⃣ Vertical Paxos: 把主从同步放进共识算法里看很多高可用方案看起来只是“注册中心 + 主从同步”,但 Vertical Paxos 提供了更底层的解释框架。 Vertical Paxos and Primary-Backup Replication 4️⃣ PacificA: 工程里的强一致复制协议PacificA 讲的是日志型分布式存储系统里的复制框架,重点不是抽象共识理论,而是故障、恢复、对账这些工程细节。 PacificA: Replication in Log-Based Distributed Storage Systems 5️⃣ SWIM: 服务发现别只会说注册中心SWIM 把故障检测和成员变更传播拆开,用随机探测 + gossip 传播,解决大规模节点下全量心跳扛不住的问题。 SWIM: Scalable Weakly-consistent Infection-style Process Group Membership Protocol 6️⃣ TiDB: Raft 怎么落到 HTAP 数据库里TiDB 这篇讲 multi-Raft、行存、列存副本和 learner,适合看 Raft 怎么服务事务和分析混合负载。 TiDB: A Raft-based HTAP Database 7️⃣ Paxos vs Raft: 别把二者理解成口水战这篇用相同术语比较 Paxos 和 Raft,结论很实用: 二者整体方法接近,核心差异主要在 leader election。 Paxos vs Raft: Have we reached consensus on distributed consensus? 8️⃣ Paxos 和 Raft 的形式化映射: 把学术优化搬到工程系统上海交大这篇建立了 Paxos 和 Raft 的形式化对应关系,还讨论如何把 Paxos 优化迁移到 Raft。 On the parallels between Paxos and Raft, and how to port optimizations 9️⃣ PolarFS: 高性能共享存储里的 ParallelRaftPolarFS 为 PolarDB 做低延迟共享存储,里面提出 ParallelRaft,用乱序 I/O 能力突破 Raft 严格串行带来的吞吐限制。 PolarFS: An Ultra-low Latency and Failure Resilient Distributed File System for Shared Storage Cloud Database 🔟 X-Engine: 双 11 级 OLTP 存储引擎X-Engine 是阿里的 OLTP 存储引擎方向,适合看电商峰值流量下,存储层怎么做写入、压缩、缓存和冷热数据管理。 X-Engine: An Optimized Storage Engine for Large-scale E-commerce Transaction Processing
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