"让过去、现在、未来的业绩表现高度稳定，让投资者所见即所得。"这是中金基金量化指数部执行负责 人、基金经理王阳峰最想做的事情。 王阳峰的具体做法是，结合基本面和技术面，融合工程控制论和人工智能大数据的前沿技术，开发全频 段、多模态的线性和非线性策略，运用最优控制、自适应控制等方法对投研流程进行全生命周期精细化 管理。在投资风格上，他通过均衡配置和分散持仓，严格约束市场、行业、风格和个股风险，控制组合 相对于基准的偏离，追求稳定可持续的超额收益。 "根据合同约定，我们的指增基金要求指数成分股占基金非现金资产的80%以上，即至少80%要在指数 成分股范围内选择，全市场选股的比例低于20%。"王阳峰表示，要赚到指数的市场收益（贝塔），量 化指增基金需要常年保持较高仓位，减少择时操作；同时，持仓锚定指数，在行业权重、市值权重等方 面大体对标指数，但又不完全复制指数成分股。这样既控制了产品与基准指数的偏离度，又为获取超额 收益留出了空间。 这位从清华数理基科班走出的量化投资人，致力于将钱学森在《工程控制论》中开创的系统工程管理方 法应用于投资实践。他通过建立一套科学严谨的投研流程，设计出能够抵抗不确定性风险和各类干扰因 ...

大家周六晚上好，闲着无聊， 打算周末再开一个单篇的专栏 ，把知识星球里，每周的精选内容汇 总一下，并且，挑选其中的一篇，分享给大家。 思路是这样的。 从去年6月，开通知识星球以来，目前，短短一年的时间，已经累计有 5900位小伙伴 ，加入了我们 的星球，这个速度，应该是金融类星球历史上，增速最快的（之一）了。 与此同时，几乎每周，在全市场知识星球的战力榜里，不管是"内容数"、还是"活跃人数"，都处于 霸榜 的状态，处于Top 1%的级别。 每周，星球里会发布80-100篇不等的主题（帖子）， 以上周为例，码的字，超过了10万字 ，堪称话 痨级别了，相信，绝大多数在星球里的小伙伴，还是有所收获的。 在这个背景下，我想每个周末做两个事情。 第一，关于星球的周度精选。 ...... 每周，星球里，会从80-100条当周发布的帖子里，找出10-15条左右，做成周度精选的pdf，分享在 星球当中， pdf大概每周会有50-60页 。 这个精选的标准（在我看来），在于内容具有一定的 长期性、普适性，以及一定的科普价值，使得 即使过一段时间再看，可能也会略有常读常新的意思。 以上周、以及本周为例，精选的内容如下。 因此，如 ...

Group 1: Quantum Information Technology and Applications - The "Quantum Information Technology and Applications" forum focuses on promoting academic exchange and the transformation of achievements in quantum information technology, aiming to foster deep integration of industry, academia, and research [2] - Experts discussed key areas such as quantum computing, quantum communication, and quantum precision measurement, sharing insights on the architecture and technical routes of superconducting quantum computing, ion trap quantum computing, and neutral atom quantum computing [2] - The forum highlighted the importance of addressing cosmic ray-related errors in superconducting qubit arrays as quantum computing devices scale up, and presented advancements in continuous variable quantum key distribution technology [2] Group 2: Meteorology Empowering Transportation - The "Meteorology Empowering Transportation" forum aimed to explore the integration of meteorology and transportation, discussing topics like low-carbon transportation, high-impact weather, and low-altitude economy meteorological support [5] - Experts emphasized the significance of meteorology in supporting the construction of a strong transportation system, advocating for breaking down industry barriers and enhancing collaboration for technological innovation [5] - The forum aimed to provide strong support for the construction of a transportation powerhouse through innovative applications of meteorological technology in the transportation sector [5] Group 3: Complex Systems Self-Learning 'Inverse Optimal' Theory and Methods - The "Complex Systems Self-Learning 'Inverse Optimal' Theory and Methods" forum focused on optimal operation modeling of complex systems, discussing non-consensus topics in complex nonlinear systems [7] - Key reports included discussions on intelligent-enhanced predictive control, collaborative control and optimization of cyber-physical energy systems, and the application of generative AI in complex power systems [7] - Roundtable discussions addressed hot topics in interdisciplinary fields, such as the application of large model reasoning technology in intelligent control and the challenges of embodied intelligent inverse optimal theory in robotic systems [7]

推理代码、权重、渲染的 GSO 及其配套的 Prompt 已全部开源。 背景与动机 根据人工指令生成多视图图像对于 3D 内容创作至关重要。主要挑战在于如何在多视图之间保持一致性，以及如何在不同条件下有效地合成形状和纹理。此前的工 作主要使用 Diffusion 模型中自带的多视角一致性先验，促进多视角一致图像生成。但是 Diffusion 模型存在一些先天劣势： 论文地址： https://arxiv.org/pdf/2506.18527 代码地址： https://github.com/MILab-PKU/MVAR/ 绝大多数 Diffusion 模型同时多个视角； 单一 Diffusion 模型难以接受多模态控制条件； 本文第一作者包括北京大学博士生胡珈魁与清华大学硕士生杨羽霄；通讯作者为北京大学助理教授卢闫晔与（前）百度视觉技术部刘家伦。 本文介绍并开发了一种自回归生成多视图图像的方法 MVAR 。其目的是确保在生成当前视图的过程中，模型能够从所有先前的视图中提取有效的引导信息，从而 增强多视图的一致性。 MVAR 拉近了纯自回归方法与最先进的基于扩散的多视图图像生成方法的生成图像质量，并成为能够处理 ...

"第六届城市创新生态指数报告发布会"10日在苏州举行。业界专家学者围绕城市创新生态体系建设、城 市新质生产力发展等话题展开探讨， 本次发布会是2025高校技术转移转化大会、第二届苏州国际科创大会、第十七届苏州国际精英创业周的 一部分。苏州当前正以"汇聚全球智慧打造创业天堂"为目标，加快打造全球科创新高地。自2020年起， 苏州创新生态研究院受托每年发布《"中国100城"城市创新生态指数报告》，作为苏州等城市创新生态 发展的参考。 联合国科学与技术发展促进委员会执行主席彼得·梅杰曾多次到访苏州，近距离观察当地的创新发展。 他在致辞中说，创新是引领发展的核心驱动力，要用系统思维，构建开放的创新生态，提升国际竞争 力，增加经济发展韧性。一座城市只有拥有了不可复制的独特创新生态，才能在创新发展之路上行稳致 远。联合国科学和技术促进发展委员会将持续关注并支持相关研究，为推动创新发展和经济韧性做出更 多贡献。 苏州创新生态研究院院长施琴芬指出，一座城市若非用系统思维构建具有独特属性的创新生态，人才的 根植性和城市的韧性就十分脆弱。具备独特属性的城市创新生态是难以被复制的，这将成为城市创新发 展的"基因密码"。研究院倡导创 ...

探索如何在混乱中无畏地领导。本文揭示了一些实用技巧，帮助您拥抱真实、直面恐惧，即使在一切看似崩溃的时刻，也能激发团队的信 心和韧性。 朱翊，你好： 作为一名领导者，我希望展现出我的自信，让自己看起来像一个值得团队信赖的人。唯一的问题是，我其实并不知道自己该做什么，我该 怎么做才能不让团队觉得我软弱或领导能力差呢？ 作为一名创始人教练，我经常被问到这个问题。我合作过的每一位学员都不可避免地会问这个问题。这是因为每个人都渴望被关注、被 爱、被尊重。 因此，人们认为必须隐藏自身缺陷也就不足为奇了——如果他们知道我的真面目，谁还会喜欢我呢？但这其实是错误的想法。这源于一种 叫做生理共鸣的东西。 我从托尼·布坎南博士的著作中了解到生理共振——其要点是，人类非常善于检测周围人的皮质醇反应。 你有没有想过，为什么看着公众演讲者感到压力和紧张，自己也会感到压力和紧张？布坎南博士说，这是因为生理共鸣。我们能够感同身 受地体会演讲者的感受——这是人之常情。 这种现象不仅体现在公开演讲中——例如，如果你工作压力很大，回到家与伴侣和孩子在一起，他们会立刻感受到你的压力，并模仿你的 情绪。皮质醇之所以具有传染性，是因为我们拥有与周围人 ...

Group 1 - The article highlights that mosquitoes are responsible for approximately 780,000 deaths annually, making them the deadliest animals globally [1][6][5] - In China, mosquito-borne diseases such as dengue fever and malaria are on the rise, with dengue cases experiencing a significant increase in recent years [2][9][11] - The distribution of mosquitoes in China is not limited to southern provinces; several northern provinces also have high mosquito populations [15][17] Group 2 - The main mosquito-borne diseases in China include dengue fever, malaria, and Japanese encephalitis, all of which can have severe health impacts [9][11] - Dengue fever is currently the most concerning mosquito-borne disease in China, with a rapid increase in cases reported in 2023 [9][11] - The spread of mosquito-borne diseases is closely linked to economic development, population mobility, and climate change, with global dengue cases increasing approximately 30 times over the past 50 years [11] Group 3 - The most common mosquito species in China include Aedes albopictus, Culex pipiens, and Anopheles sinensis, with a total of 418 known species [19] - Mosquito activity peaks at specific times, with different species exhibiting varying feeding patterns, which can influence their impact on human populations [20][21] - Mosquito saliva contains allergens that can cause significant immune responses in humans, leading to more severe reactions to bites from certain species [25]

Group 1 - The 27th China Association for Science and Technology Annual Conference held a forum on complex systems self-learning "inverse optimal" theory and methods in Beijing [1] - The forum was organized by the China Association for Science and Technology and the Chinese Automation Society, focusing on optimal operation modeling of complex nonlinear systems [1] - Experts discussed various non-consensus topics related to the development path of self-learning "inverse optimal" systems [1] Group 2 - Notable attendees included Yang Mengfei, a member of the Chinese Academy of Sciences and president of the Chinese Automation Society, along with several prominent professors from various universities [3][5] - Key presentations included topics such as "Learning-Enhanced MPC" by Professor Li Shaoyuan and "Collaborative Control and Optimization of Cyber-Physical Energy Systems" by Professor Xiao Feng [7][9] - A roundtable discussion addressed hot topics in interdisciplinary fields, including the application of large model reasoning technology in intelligent control and the challenges of embodied intelligent inverse optimal theory in robotic systems [15]

Core Viewpoint - The book "Abandoning Husbands: The Lives and Crimes of Lower-Class Women in Wartime Beijing (1937-1949)" explores the harsh realities faced by lower-class women during a tumultuous period in Beijing's history, revealing how economic instability and societal pressures led to criminal behaviors as survival strategies [1][2]. Group 1: Historical Context - The period from 1937 to 1949 in Beijing was marked by Japanese occupation, civil unrest, and economic collapse, severely impacting the lives of ordinary citizens [1]. - The author utilizes extensive judicial archives to reconstruct the lives of lower-class women, focusing on cases of adultery, abduction, and bigamy to uncover the underlying causes of these actions [1][4]. Group 2: Social Dynamics - The book highlights the distinction between elite women active in public life and the marginalized lower-class women who navigated societal challenges through informal "rules" [1][3]. - The concept of "lower class" is described as a fluid space rather than a strict category, encompassing individuals who may not be destitute but still face significant social and economic challenges [7][8]. Group 3: Gender and Power - The narratives of these women reflect a lack of agency in their lives, often relying on their husbands for economic support, which becomes precarious in times of crisis [19][20]. - The book contrasts the experiences of lower-class women with the more privileged narratives of female liberation, emphasizing the absence of revolutionary sentiments among these women [22][24]. Group 4: Judicial Insights - The judicial archives provide a unique perspective on the lives of these women, revealing their voices and experiences through their testimonies in court [4][6]. - The legal framework of the time did not adequately address the complexities of marital obligations, leading to a disconnect between legal definitions and lived realities [19][20]. Group 5: Urbanization and Mobility - The development of transportation and urban infrastructure during this period allowed women greater mobility, facilitating their ability to escape oppressive domestic situations [25][26]. - The changing urban landscape, characterized by the breakdown of traditional living arrangements, contributed to the emergence of new social dynamics and opportunities for women [9][10]. Group 6: Research Methodology - The author emphasizes the importance of using judicial records to access the lived experiences of marginalized groups, highlighting the differences between cultural and legal historical materials [27][30]. - The focus on individual cases rather than quantitative analysis allows for a deeper understanding of the personal narratives behind the statistics [36][37].

Market Performance - U.S. stocks traded higher, with the Nasdaq Composite gaining over 100 points on Wednesday, while the Dow rose 0.18% to 44,319.31, the NASDAQ increased 0.62% to 20,545.29, and the S&P 500 climbed 0.31% to 6,245.11 [1] - Communication services shares increased by 1.1%, while consumer staples stocks dipped by 1% [1] Commodity News - Oil prices rose by 0.6% to $68.74, while gold prices fell by 0.1% to $3,315.70. Silver decreased by 0.4% to $36.610, and copper dropped by 3.8% to $5.4715 [5] European Market - European shares showed positive performance, with the eurozone's STOXX 600 rising 0.71%, Spain's IBEX 35 Index increasing by 1.07%, London's FTSE 100 gaining 0.13%, Germany's DAX 40 up by 1.32%, and France's CAC 40 rising by 1.40% [6] Asian Market - Asian markets closed mostly lower, with Japan's Nikkei gaining 0.33%, while Hong Kong's Hang Seng fell by 1.06%, China's Shanghai Composite declined by 0.13%, and India's BSE Sensex decreased by 0.21% [7] Company Developments - Calidi Biotherapeutics, Inc. saw its shares surge by 353% to $1.48 due to advancements in cancer treatment [9] - SU Group Holdings Limited's shares increased by 155% to $1.1609 after securing an HK$88.5 million hospital contract [9] - Evoke Pharma, Inc. shares rose by 171% to $7.20 following a notice of allowance for a U.S. patent application [9] - Bitmine Immersion Technologies, Inc. shares dropped by 47% to $59.22 after filing for a mixed shelf [9] - RxSight, Inc. shares fell by 42% to $7.39 after revising its 2025 revenue guidance downwards [9] - Vertical Aerospace Ltd. shares decreased by 31% to $4.77 after announcing a $60 million public offering at $5/share [9] Inventory Data - U.S. wholesale inventories declined by 0.3% month-over-month to $905.5 billion in May, aligning with preliminary estimates [11] - U.S. crude oil inventories increased by 7.070 million barrels in the week ended July 4, marking the largest gain since January [11]