每日简报

2026-05-26

Lum1104/Understand-Anything

TypeScript · ★ 32,011 · 🍴 2,624 · 📈 5,604 stars today

Graphs that teach > graphs that impress. Turn any code into an interactive knowledge graph you can explore, search, and ask questions about. Works with Claude Code, Codex, Cursor, Copilot, Gemini CLI, and more.

中文介绍 把代码库转换为可探索、可搜索、可提问的交互式知识图谱,帮助开发者理解项目结构与依赖关系,适合接手陌生代码、审查架构或辅助智能编程工具定位上下文。

anthropics/knowledge-work-plugins

Python · ★ 15,739 · 🍴 1,892 · 📈 1,441 stars today

Open source repository of plugins primarily intended for knowledge workers to use in Claude Cowork

中文介绍 面向知识工作者的开源插件集合,用于扩展智能协作环境中的检索、整理和自动化能力,适合研究、写作、项目管理等需要处理大量信息的日常办公场景。

rohitg00/ai-engineering-from-scratch

Python · ★ 19,057 · 🍴 3,210 · 📈 3,154 stars today

Learn it. Build it. Ship it for others.

中文介绍 围绕人工智能工程实践的学习与构建资料,强调从基础概念到可交付产品的完整路径,适合想系统掌握模型应用、工程实现和上线流程的开发者。

affaan-m/ECC

JavaScript · ★ 192,761 · 🍴 29,813 · 📈 2,025 stars today

The agent harness performance optimization system. Skills, instincts, memory, security, and research-first development for Claude Code, Codex, Opencode, Cursor and beyond.

中文介绍 面向智能编程代理的性能优化框架,关注技能、记忆、安全和研究优先开发流程,帮助提升代理在编码任务中的稳定性与效率,适合重度使用代码助手的团队。

mukul975/Anthropic-Cybersecurity-Skills

Python · ★ 9,404 · 🍴 1,145 · 📈 1,004 stars today

754 structured cybersecurity skills for AI agents · Mapped to 5 frameworks: MITRE ATT&CK, NIST CSF 2.0, MITRE ATLAS, D3FEND & NIST AI RMF · agentskills.io standard · Works with Claude Code, GitHub Copilot, Codex CLI, Cursor, Gemini CLI & 20+ platforms · 26 security domains · Apache 2.0

中文介绍 收集七百五十四项结构化网络安全技能,并映射到多套安全与人工智能风险框架,用于增强智能代理的安全分析、威胁建模和防御任务能力,适合安全团队与研究者。

colbymchenry/codegraph

TypeScript · ★ 25,777 · 🍴 1,432 · 📈 3,161 stars today

Pre-indexed code knowledge graph for Claude Code, Codex, Cursor, OpenCode, and Hermes Agent — fewer tokens, fewer tool calls, 100% local

中文介绍 为代码库预先建立本地知识图谱,让智能编程代理用更少上下文和工具调用理解代码关系,适合大型项目导航、变更影响分析和本地隐私要求较高的开发环境。

manaflow-ai/cmux

Swift · ★ 19,582 · 🍴 1,478 · 📈 603 stars today

Ghostty-based macOS terminal with vertical tabs and notifications for AI coding agents

中文介绍 基于终端的苹果系统工具,为智能编程代理提供纵向标签页和通知能力,帮助开发者同时管理多个代理会话,适合本地并行编码、监控任务进度和切换上下文。

multica-ai/andrej-karpathy-skills

★ 155,403 · 🍴 15,937 · 📈 2,749 stars today

A single CLAUDE.md file to improve Claude Code behavior, derived from Andrej Karpathy's observations on LLM coding pitfalls.

中文介绍 通过单个项目记忆文件整理智能编程助手的行为规则,来源于对大模型编码常见问题的观察,适合希望减少误改、提升上下文遵循和工程质量的开发者。

Agentic Chat is Now Live on Venice

@AskVenice · 66.9K 粉丝 · 6.9M 阅 · 993 赞 · 116 转

Venice's default chat is now an agent that breaks complex tasks into steps, selects the right tool for each step, and delivers results across text, images, video, search, and more in a single

中文介绍 威尼斯默认聊天升级为智能体,可把复杂任务拆成步骤,自动选择文本、图像、视频、搜索等工具,在一个对话里完成多模态结果交付。

20 AI Concepts You Must Understand in 2026

@sairahul1 · 106.0K 粉丝 · 6.4M 阅 · 2.4K 赞 · 411 转

Everyone uses AI. Almost nobody understands how it actually works. People throw around words like transformers, embeddings, RAG, agents, RLHF… …as if everyone already knows. Most don't. And

中文介绍 面向二〇二六年的二十个人工智能核心概念科普,覆盖转换器、嵌入、检索增强生成、智能体、人类反馈强化学习等常见术语,偏基础补课。

How to Actually Set Up Claude. 40 Features Most Users Have Never Touched

@eng_khairallah1 · 58.6K 粉丝 · 1.8M 阅 · 745 赞 · 92 转

Most people download Claude and start typing questions immediately. Save this :) They treat it like a chatbot. They get decent answers. They think that is all it does. Meanwhile a small group of users

中文介绍 讲克劳德的进阶配置与隐藏能力,强调多数人只把它当聊天机器人,实际还有约四十个功能可用于提升回答质量、工作流和个性化使用。

How to Build Your First Team of AI Agents Using Claude (Full Course)

@eng_khairallah1 · 58.6K 粉丝 · 1.8M 阅 · 827 赞 · 115 转

Everyone is talking about AI agents. Save this :) Build an agent. Deploy an agent. Agent this. Agent that. But when you actually sit down to build one, you hit a wall. The tutorials assume you already

中文介绍 一套用克劳德搭建首个智能体团队的完整课程,针对新手真正动手时遇到的门槛,补足教程默认你懂架构、部署和协作逻辑的问题。

How to Build a Software Factory with Claude Code That Ships Features While You Sleep

@sairahul1 · 106.0K 粉丝 · 1.2M 阅 · 610 赞 · 63 转

I thought I was using AI to code. I was actually just typing faster. Here is the difference — and the 7-agent system that changed everything. Save this. It will save you months. THE PROBLEM NOBODY

中文介绍 把用人工智能写代码升级为七智能体软件工厂,核心是让不同代理分工规划、实现、测试和交付功能,角度从提速打字转向自动化生产线。

20 Claude Skills Most Builders Don't Know Exist

@sairahul1 · 106.0K 粉丝 · 908.0K 阅 · 506 赞 · 66 转

A prompt is a one-time thing. You write it. Claude uses it. The session ends. Next time you open Claude, it is gone. You write it again. Slightly different. Slightly worse. You spend the first five

中文介绍 介绍二十个克劳德技能用法,重点区分一次性提示词和可复用技能:把常用流程沉淀下来,避免每次重新写提示、越改越差的低效循环。

X API + Hermes via xurl skill

@XDevelopers · 682.5K 粉丝 · 207.6K 阅 · 569 赞 · 67 转

Hermes is an open-source AI agent from Nous Research that runs in your terminal. Out of the box it comes with a skill called xurl that lets the agent read and write to X on your behalf — posting,

中文介绍 介绍努斯研究的开源终端智能体赫尔墨斯及其访问技能,可让代理代你读取和发布到某社交平台,展示应用接口与终端代理结合的自动化玩法。

AI Agents: The Complete Course

@sairahul1 · 106.0K 粉丝 · 203.2K 阅 · 500 赞 · 82 转

Everyone is talking about AI agents in 2026. Most people have no idea how they actually work. This changes today. I spent weeks distilling everything: courses, books, real builds, production failures.

中文介绍 系统整理二〇二六年智能体完整课程,材料来自课程、书籍、真实构建和生产失败经验,目标是解释智能体如何运作,而不只停留在概念热词。

OpenAI, Grupo Folha and Grupo UOL announce strategic content partnership

OpenAI partners with Grupo Folha and Grupo UOL to bring trusted Brazilian journalism to ChatGPT, expanding access to news with attribution and transparency.

中文介绍 开放人工智能与巴西福利亚集团、尤欧欧尔集团达成战略内容合作,将把可信巴西新闻引入聊天生成工具,并强调来源标注和透明度。

[AINews] All Model Labs are now Agent Labs

a quiet day lets us tie together a few quotes as all model labs become agent labs

中文介绍 潜空间人工智能新闻称,各大模型实验室正加速转向智能体实验室,文章以多方引述串联行业从模型能力转向任务执行能力的趋势。

[AINews] New AI Infra unicorns: Exa, Modal, TurboPuffer

a quiet day lets us feature fundraises!

中文介绍 潜空间人工智能新闻关注新一批人工智能基础设施独角兽,提到艾克萨、模态、涡轮缓存等公司融资动态,反映基础设施资本热度。

市场复盘 · 最近交易日 A股 2026-05-25 / 美股 2026-05-22 / 宏观 2026-05-22

昨日/最近交易日的金融分析显示,A股整体偏强,样本平均+2.44%,上证指数+0.96%;创业板指+2.10%;板块上半导体最强(+7.26%),银行相对落后(-0.26%);重点板块中5/7个收涨。 美股整体偏强,样本平均+0.59%,S&P 500 ETF+0.39%;Nasdaq 100 ETF+0.42%;大型科技股中Super Micro领涨(+6.34%),Nvidia承压(-1.90%);VIX+0.55%;10Y美债收益率+0.00%。

走势总结

昨日走势上,A股大盘样本平均+2.44%,重点板块样本平均+2.26%,市场结构偏向指数权重防守。板块内部强弱分化明显:半导体+7.26%居前,银行-0.26%落后,说明资金并非全面扩散,而是在少数方向里做选择。美股大盘样本平均+0.59%,重点公司样本平均+0.98%,Super Micro+6.34%强于同组,Nvidia-1.90%拖累风险偏好。宏观风险代理方面,VIXY 波动率ETF+0.55%、美元指数-0.19%,这会影响后续科技成长和周期资源方向的弹性。

后续趋势研判

后续A股的基准判断是震荡偏强但需要成交和板块扩散确认。大盘指数已表现为整体偏强,样本平均+2.44%,如果强势板块能从半导体、光通信扩散到消费、银行等低波动方向,反弹持续性会更好;如果仍只有少数题材上涨,则更像结构性轮动。

后续美股的基准判断是风险偏好仍在,但上行动能取决于大型科技股是否继续扩散。指数样本整体偏强,样本平均+0.59%,若Super Micro、AMD、ASML保持强势且VIX不再上行,科技权重仍可能支撑指数;若收益率或美元重新抬升,估值较高的成长股会先承压。

半导体当前+7.26%,后续要看是否跟随美股AI硬件链修复。AI/算力当前+3.84%,如果Nvidia/AMD/AVGO保持强势,A股映射会更容易延续。银行当前-0.26%,它更像防守和指数稳定器;若银行强、科技弱,市场风格会偏保守。大消费、机器人、有色和光通信需要结合强弱排序看资金轮动,短期更关注能否从单日强势变成连续2-3日相对强势。

美股重点公司后续主要看三条线:AI硬件链、平台型科技和高波动个股。Nvidia当前-1.90%,它仍是AI风险偏好的核心参照。若Super Micro、AMD、ASML继续领涨,同时Nvidia、Alphabet、Amazon跌幅收敛,指数更容易走出健康轮动;反过来,如果强者补跌,说明资金可能从高估值科技撤出。

  • 基准情景:A股维持结构性轮动,美股科技权重保持分化但不系统性下跌;这种情况下日报后续应重点跟踪半导体、AI/算力、光通信和Nvidia/AVGO/AMD的联动。
  • 偏强情景:VIX回落、美元或10Y美债不再上行,且A股强势板块扩散到消费/银行等方向;这会提高指数级反弹的可信度。
  • 偏弱情景:VIXY 波动率ETF继续上行、美元指数走强、10Y 美债收益率上行,同时美股AI龙头走弱;这会压制A股科技映射,市场可能回到防守轮动。

A股复盘

上证指数+0.96%;创业板指+2.10%;板块上半导体最强(+7.26%),银行相对落后(-0.26%);重点板块中5/7个收涨。

大盘指数

上证指数

sh000001
+0.96%
5 日 +0.51% RSI — 多头

深证成指

sz399001
+1.66%
5 日 +2.10% RSI — 多头

创业板指

sz399006
+2.10%
5 日 +2.71% RSI — 多头 · 单日强势上涨

沪深300

sh000300
+1.58%
5 日 +1.82% RSI — 多头

科创50

sh000688
+5.88%
5 日 +10.88% RSI — 多头 · 单日强势上涨

A股板块

半导体

sh512480
+7.26%
5 日 +14.09% RSI — 多头 · 单日强势上涨

光通信

sh515050
+4.51%
5 日 +6.83% RSI — 多头 · 单日强势上涨

AI / 算力

sz159819
+3.84%
5 日 +4.85% RSI — 多头 · 单日强势上涨

机器人

sz159770
+0.32%
5 日 +2.53% RSI — 多头

有色

sh512400
+0.30%
5 日 +0.80% RSI — 中性

大消费

sz159928
-0.15%
5 日 -2.71% RSI — 中性

银行

sh512800
-0.26%
5 日 -0.52% RSI — 中性

美股复盘

S&P 500 ETF+0.39%;Nasdaq 100 ETF+0.42%;大型科技股中Super Micro领涨(+6.34%),Nvidia承压(-1.90%);VIX+0.55%;10Y美债收益率+0.00%。

美股大盘

S&P 500 ETF

SPY.US
+0.39%
5 日 +0.39% RSI — 多头

Nasdaq 100 ETF

QQQ.US
+0.42%
5 日 +0.42% RSI — 多头

Dow Jones

DIA.US
+0.60%
5 日 +0.60% RSI — 多头

Russell 2000 ETF

IWM.US
+0.93%
5 日 +0.93% RSI — 多头

美股重点公司

Super Micro

SMCI.US
+6.34%
5 日 +6.34% RSI — 多头 · 单日强势上涨

AMD

AMD.US
+3.99%
5 日 +3.99% RSI — 多头 · 单日强势上涨

ASML

ASML.US
+2.57%
5 日 +2.57% RSI — 多头 · 单日强势上涨

Tesla

TSLA.US
+1.95%
5 日 +1.95% RSI — 多头

Apple

AAPL.US
+1.26%
5 日 +1.26% RSI — 多头

Meta

META.US
+0.47%
5 日 +0.47% RSI — 多头

Broadcom

AVGO.US
-0.10%
5 日 -0.10% RSI — 中性

Microsoft

MSFT.US
-0.12%
5 日 -0.12% RSI — 中性

TSMC

TSM.US
-0.65%
5 日 -0.65% RSI — 空头

Amazon

AMZN.US
-0.80%
5 日 -0.80% RSI — 空头

Alphabet

GOOGL.US
-1.21%
5 日 -1.21% RSI — 空头

Nvidia

NVDA.US
-1.90%
5 日 -1.90% RSI — 空头

跨市场观察

  • VIX上行+0.55%,风险偏好收缩,科技和成长板块更容易承压。
  • 美元指数走弱-0.19%,通常有利于全球风险资产和有色/商品定价情绪。
  • 10Y美债收益率回落+0.00%,对成长股估值压力有所缓和。
  • 美股AI硬件链样本平均+0.66%,A股AI/算力+3.84%、半导体+7.26%,可作为跨市场科技风险偏好的参照。
口径说明
本板块基于公开行情数据、代表性指数/ETF/个股和技术指标做复盘,不构成投资建议;代表性板块口径可能与官方行业指数存在差异。

As Delegations Gather in Qatar For Talks, U.S. Strikes Iran’s Gulf Coast

Iranian officials went to Doha on Monday for the negotiations, hours before the U.S. military announced the strikes it said were intended to protect troops. Israel’s leader said his country plans to intensify attacks against Hezbollah, Iran’s ally, in Lebanon.

中文摘要 伊朗官员周一赴卡塔尔多哈参加谈判数小时后,美军宣布打击伊朗海湾沿岸目标,称行动旨在保护美军。以色列领导人表示将加强对伊朗盟友、黎巴嫩真主党的攻击。

US military strikes Iranian boats, missile launch sites: CENTCOM - Reuters

US military strikes Iranian boats, missile launch sites: CENTCOM Reuters

中文摘要 路透援引美国中央司令部消息称,美军打击了伊朗船只和导弹发射地点。现有信息未说明打击地点、伤亡情况或具体军事装备损失。

Cubans Cook With Charcoal and Wood Fires to Survive During Energy Crisis

The U.S. oil blockade has left millions without cooking gas. In Santiago de Cuba, the cradle of the Cuban revolution, apartment tower residents resort to charcoal and firewood.

中文摘要 美国石油封锁导致古巴数百万人缺少烹饪燃气。古巴革命发源地圣地亚哥的公寓楼居民被迫使用木炭和柴火做饭,应对能源危机和停电。

How Uyghurs from China helped Syrian rebels overthrow Bashar al-Assad

Motivated to avenge their families in China, Uyghur mercenaries became valued fighting partners for Syria's rebels. Their participation helped Syria's new president ultimately win Syria's civil war.

中文摘要 美国国家公共电台称,来自中国的维吾尔雇佣兵因家庭遭遇而加入叙利亚反政府武装,成为重要作战伙伴,并帮助叙利亚新总统在内战中击败巴沙尔·阿萨德。

‘A Dangerous Bluff’: Carney Likens Alberta Referendum to Brexit

The Canadian prime minister, who was the governor of the Bank of England when Britain voted to leave the European Union, said the Alberta referendum on separating from Canada could backfire.

中文摘要 加拿大总理马克·卡尼将阿尔伯塔省脱离加拿大的公投比作英国脱欧,称其可能适得其反。卡尼曾在英国公投脱欧时担任英格兰银行行长。

In City at Center of Ebola Crisis, ‘the Virus Is Far Ahead of Us’

The deadly virus has spread alarmingly in Congo for months. Only now is the response taking shape.

中文摘要 刚果埃博拉疫情已持续数月并快速扩散,引发公共卫生警报。相关应对措施目前才开始成形,显示当地防控进度落后于病毒传播。

Spread of Ebola in DRC ‘outpacing’ response efforts, warns WHO

Director general of World Health Organization urges neighbouring countries to take immediate action The World Health Organization has warned that the Ebola outbreak is outpacing response efforts and countries neighbouring the Democratic Republic of Congo (DRC) are at high risk from the disease. “We

中文摘要 世界卫生组织警告,刚果民主共和国埃博拉疫情扩散速度超过应对努力,邻国面临高风险。世卫组织总干事敦促周边国家立即采取行动。

Cambodia’s Leader Pardons Top Opposition Politician Kem Sokha

The decision to release Kem Sokha is being seen as a likely attempt to recalibrate frayed ties with Western countries.

中文摘要 柬埔寨领导人赦免主要反对派政治人物金速卡。外界认为,此举可能意在调整柬埔寨与西方国家之间趋于紧张的关系。

How Wine, Truffles and Honey Could Help Europe Fight Wildfires

Countries are learning that the finer things in life sometimes have a serendipitous side benefit.

中文摘要 欧洲多国发现,葡萄酒、松露和蜂蜜等高附加值农业活动可能在防控野火方面产生附带效益。相关做法被用于适应气候变化带来的火灾风险。

Pope Leo Warns of Risks From A.I. in 42,300-Word Encyclical

The document marks a powerful foray by the leader of the Roman Catholic Church into the debate about the misuse or overuse of artificial intelligence.

中文摘要 教皇良发布一份长达四万二千三百字的通谕,警告人工智能误用或过度使用的风险。这标志罗马天主教会领导人深入参与人工智能治理争论。

FirstFT: US strikes Iranian missile sites

Also in today’s newsletter: shrinking real wages and bank deregulation

中文摘要 《金融时报》早报称,美国打击伊朗导弹设施;同日关注实际工资缩水及银行业放松监管等议题。

AI and the brave new world of deals

Global M&A is now dominated by the race to control the world’s energy, fibre networks and compute

中文摘要 全球并购活动正受人工智能竞赛推动,交易重点转向能源、光纤网络和算力资源控制权。

SpaceX to drive a cybertruck through corporate governance norms

Provisions in the IPO prospectus will give Elon Musk more freedom — and potentially less accountability

中文摘要 太空探索技术公司拟在首次公开募股招股书中设置条款,给予埃隆·马斯克更大自由度,也可能削弱问责机制。

Spotify chief defends AI-generated music

Streaming app strikes deal with Universal allowing subscribers to create ‘controlled’ covers and remixes

中文摘要 声田首席执行官为人工智能生成音乐辩护;公司与环球音乐达成协议,允许订阅用户制作受控翻唱和混音。

Deregulation hands top US and UK banks $1.3tn opening

Regulatory loosening has allowed countries’ banks to expand balance sheets while EU and Swiss rivals are constrained

中文摘要 美国和英国放松银行监管,使两国大型银行获得约1.3万亿美元资产负债表扩张空间,欧盟和瑞士同业仍受限制。

Call for entries: Europe’s Leading Start-up Hubs 2027

We are inviting business incubator and accelerator schemes to take part in the fourth edition of our ranking

中文摘要 《金融时报》启动二〇二七年欧洲领先创业中心评选报名,邀请企业孵化器和加速器项目参与第四届排名。

Apple has an innovation gap. Will its new CEO fill it?

The tech titan that once urged consumers to ‘think different’ may itself be ripe for disruption in the AI age

中文摘要 文章称苹果存在创新缺口,人工智能时代或面临被颠覆压力,外界关注新任首席执行官能否填补这一不足。

The predatory advance of surveillance pricing

Extracting the maximum possible surplus by using personalised data should not be legal

中文摘要 文章批评「监控定价」利用个性化数据榨取最大消费者剩余,认为此类基于数据的价格歧视不应合法。

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