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中泰资管天团 | 姜诚的新一期年度推荐书单
中泰证券资管· 2026-01-08 11:33
《下沉年代》 点评: 以个体视角,讲述了美国社会是如何被撕裂的,并且向两边拉扯的人都越发坚定地认为自己是对 的。 岁序更迭,书香依旧。和过去几年一样,2026年的第一期天团内容,我们安排的是姜诚的推荐书单。 阅读,尤其是与好书的对话,是站在巨人的肩膀上登高远眺,构建专属于你的"思维格栅",穿透市场迷 雾,支撑起每一个独立而坚实的投资决策。 以下,是姜诚新一期的推荐书单和点评。 《费马大定理》 点评: 不止讲了大定理被攻克的历史,也是一部数学简史和科普书。人最大的驱动力其实不是实用性, 而是好奇心。 《暮日耀光:张居正与明代中后期政局》 点评: 如何用现实主义的方式实现理想主义的目标?权力如何助人实现目标,又如何腐蚀人性?让人振 奋,又让人唏嘘,更让人扼腕。 点评: 关于利他行为是如何进化产生的,威尔逊反对汉密尔顿提出的亲缘选择理论,他相信群体选择理 论:群体选择演化出社会性,社会性征服了地球。蚂蚁的总重量跟人类的总重量差不多。演化生物学的魅 力在于,新理论不断推翻旧理论,达尔文信徒的最大敌人是其他信徒。 《康熙的红票》 点评: 历史是一个素材库,无论什么理论,在其中总能找到所需的材料,这让当事人视角讲的故事比 ...
从生命之树到生命之珊瑚:达尔文的选择和AI时代的回响
Di Yi Cai Jing· 2025-09-12 02:48
Core Insights - The article discusses the significance of coral reefs in understanding evolutionary biology, suggesting that the coral metaphor offers a richer perspective than the traditional tree diagram used by Darwin [1][8][10]. Group 1: Darwin's Contributions - Darwin's early observations of coral reefs during his voyage on the HMS Beagle led to significant insights into geological structures and evolutionary theory, culminating in his later works, including "On the Origin of Species" [2][4]. - His first scientific monograph, "The Structure and Distribution of Coral Reefs," introduced the revolutionary "subsidence theory," explaining how coral reefs form through the interplay of biological activity and geological processes [5][6]. Group 2: Evolutionary Models - The article contrasts Darwin's tree diagram of evolution with the coral structure, arguing that the latter better represents the complexity and interconnectedness of species evolution [7][9]. - The coral metaphor emphasizes three key aspects of evolution: cooperative evolution, historical continuity, and ecological symbiosis, which are often overlooked in linear models [11][12]. Group 3: AI and Evolutionary Insights - The emergence of AI technologies parallels the coral growth model, where iterative learning processes resemble the gradual accumulation of coral structures over time [12][15]. - AI's multi-agent systems reflect the collaborative intelligence seen in coral communities, suggesting that intelligence may arise from collective interactions rather than isolated computations [13][15]. Group 4: New Research Paradigms - The dialogue between AI and evolutionary biology fosters new research methodologies, allowing for simulations that can validate traditional evolutionary theories and explore unknown possibilities [16][17]. - AI's ability to model coral-like evolution challenges the linear progression of intelligence, suggesting that adaptability is more crucial than a simplistic view of advancement [17].