每日简报

2026-06-21

#1 学术雷达

P1 具有三角形空气孔的无再生长蓝色 GaN 基光子晶体面发射激光器

OpenAlex · Applied Physics Letters

为什么要读为什么与你有关: - 主线关联:直接服务 PCSEL 方向,优先看结构参数、耦合机制、出光/远场和验证口径。 - 可用线索:先看是否能抽出结构参数、指标定义或仿真设置。 - 可转化内容:先判断能否变成一个仿真 case、baseline、验证指标或参数先验。

#2 学术雷达

P2 光子晶体面发射器件中模式辐射损耗的尺寸缩放定律

OpenAlex · Optics Express

为什么要读为什么与你有关: - 主线关联:直接服务 PCSEL 方向,优先看结构参数、耦合机制、出光/远场和验证口径。 - 可用线索:先看是否能抽出结构参数、指标定义或仿真设置。 - 可转化内容:适合沉淀成验证指标或参数先验,尤其是 mode volume。

#3 财经要点

金融分析:昨日/最近交易日的金融分析显示,A股整体偏强,样本平均+1.3...

DailyBrief

为什么要读昨日走势上,A股大盘样本平均+1.32%,重点板块样本平均+1.62%,市场结构偏向题材/行业线索。板块内部强弱分化明显:AI / 算力+5.03%居前,银行-2.42%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+1.41%,重点公司样本平均+3.40%,Super Micro+10.37%强于同组,Microsoft+0.1...

#4 财经要点

财经观点:其他财经观点

Serenity 观察 / Stenos Signals / Tavi Costa / The Macro Compass / The Weekly ChartStorm

为什么要读观点信号集中在「其他财经观点」:Tavi Costa以“1万年浓缩为25年”为线索,展示铜相关图表,强调其对大宗商品和宏观市场的观点,属投资评论。;Serenity表示因外界好奇而分享X收入分成情况,并称未预料到每两周获得超过1亿次曝光,即使免费也会继续发布。;Serenity称此前提出MLCC瓶颈思路后,Taiyo Yud...涉及 RDDT、VSH...

#5 时政观察

中东谈判与霍尔木兹紧张并行

NYT World

为什么要读美国副总统万斯赴瑞士参与伊朗相关谈判,核议题、黎巴嫩战事和霍尔木兹海峡航运扰动同步升温。(多家报道)

#6 技术动态

OpenAI强化企业用量管控

OpenAI News

为什么要读OpenAI为ChatGPT Enterprise推出新的用量分析和支出控制功能,帮助企业跟踪成本、配置预算并管理AI规模化部署。

#7 技术动态

AI加速英国住房审批

DeepMind Blog

为什么要读英国政府与Google DeepMind合作开发AI原型,目标是辅助住房规划决策,提高审批效率,缓解建设流程中的行政瓶颈。

开源智能视频生产系统,提供多条流程、大量工具和代理技能,把编程助手扩...

Python · ★ 7,038 · 🍴 1,147 · 📈 677 stars today

World's first open-source, agentic video production system. 12 pipelines, 52 tools, 500+ agent skills. Turn your AI coding assistant into a full video production studio.

中文介绍 开源智能视频生产系统,提供多条流程、大量工具和代理技能,把编程助手扩展为视频制作工作室。适合自动生成脚本、剪辑、包装和批量生产视频内容。

高性能代码智能服务,可把代码库索引为持久知识图谱,支持多语言和低延迟...

C · ★ 9,324 · 🍴 706 · 📈 1,271 stars today

High-performance code intelligence MCP server. Indexes codebases into a persistent knowledge graph — average repo in milliseconds. 158 languages, sub-ms queries, 99% fewer tokens. Single static binary, zero dependencies.

中文介绍 高性能代码智能服务,可把代码库索引为持久知识图谱,支持多语言和低延迟查询,减少上下文消耗。适合智能编码助手理解大型项目、检索依赖关系和维护代码记忆。

谷歌研究推出的时间序列基础模型,预训练后用于预测未来趋势和周期变化

Python · ★ 24,534 · 🍴 2,326 · 📈 433 stars today

TimesFM (Time Series Foundation Model) is a pretrained time-series foundation model developed by Google Research for time-series forecasting.

中文介绍 谷歌研究推出的时间序列基础模型,预训练后用于预测未来趋势和周期变化。适合数据科学家在需求预测、监控指标、金融序列和运营数据分析中快速建立预测基线。

开源跨平台接口调试客户端,支持多种接口协议,并提供云端、本地和代码仓...

TypeScript · ★ 39,319 · 🍴 2,324 · 📈 329 stars today

The open-source, cross-platform API client for GraphQL, REST, WebSockets, SSE and gRPC. With Cloud, Local and Git storage.

中文介绍 开源跨平台接口调试客户端,支持多种接口协议,并提供云端、本地和代码仓库存储方式。适合后端、前端和测试工程师调试接口、管理请求集合和协作验证服务。

纳德拉谈人工智能经济下企业形态变化,重点不是单点前沿模型,而是生态系...

@satyanadella · 5.9M 粉丝 · 1.9M 阅 · 3.5K 赞 · 541 转

I’ve been thinking a lot about the future of the firm in an AI-driven economy. This transition is different than any previous platform shift. In the past, we used digital systems to enhance human

中文介绍 纳德拉谈人工智能经济下企业形态变化,重点不是单点前沿模型,而是生态系统稳定性。观点偏宏观战略,强调这轮平台转移不同于过去数字化增强人类工作的路径。

量化交易工作流教程,用「循环工程」解释如何从策略生成、回测、评分到结...

@horizon_trade_x · 4.4K 粉丝 · 1.3M 阅 · 507 赞 · 59 转

Your backtest looked flawless. You went live. Two weeks later, the strategy was bleeding. Every quant has lived this. The answer is a loop: generate a strategy, test it, score it, feed the result

中文介绍 量化交易工作流教程,用「循环工程」解释如何从策略生成、回测、评分到结果反馈,解决实盘两周后失效的问题。核心价值是把一次性回测改成持续迭代闭环。

智能体团队搭建教程,给出三文件配置:定义多个编码智能体、驱动循环和验...

@zodchiii · 22.7K 粉丝 · 1.2M 阅 · 500 赞 · 71 转

Most setups run agents once and hand you whatever comes out. A team that runs in loops keeps going until the work actually passes. Below is the setup in 3 files: the agents, the loop that drives

中文介绍 智能体团队搭建教程,给出三文件配置:定义多个编码智能体、驱动循环和验收机制。重点是让团队反复执行直到任务通过,而不是运行一次就交付半成品。

个人知识管理教程,围绕黑曜石搭建自动运行的「第二大脑」

@eng_khairallah1 · 67.2K 粉丝 · 1.2M 阅 · 510 赞 · 73 转

You read maybe two hundred articles this year. A few dozen papers. Hundreds of threads. Save this Every second-brain method ever sold to you, Zettelkasten, PARA, the graph view, the daily note,

中文介绍 个人知识管理教程,围绕黑曜石搭建自动运行的「第二大脑」。作者反思卡片盒、项目分类、图谱视图、每日笔记等方法,角度是让大量文章、论文和帖子真正沉淀。

大模型底层原理教程,用五阶段流水线解释通用大模型从零构建的过程,覆盖...

@sairahul1 · 117.4K 粉丝 · 905.5K 阅 · 503 赞 · 102 转

Everyone talks about LLMs. Nobody explains how they actually work under the hood. GPT. Claude. Gemini. Llama. They all come from the same 5-stage pipeline. And once you understand it, you can build

中文介绍 大模型底层原理教程,用五阶段流水线解释通用大模型从零构建的过程,覆盖主流模型背后的共性机制。适合把生成式人工智能从概念理解推进到工程结构。

智能体上下文工程手册,针对第十步后表现变差、错误调用工具、遗忘原始指...

@sairahul1 · 117.4K 粉丝 · 511.9K 阅 · 500 赞 · 84 转

Your AI agent works great for the first 10 steps. Then somewhere around step 15, it starts getting sloppy. Wrong tool calls. Forgetting your original instructions. Low-quality outputs. Most people

中文介绍 智能体上下文工程手册,针对第十步后表现变差、错误调用工具、遗忘原始指令等问题,讨论如何管理长任务中的上下文衰减。属于老问题的系统化整理。

围绕某公司关闭事件讨论「拥有智能」与「租用智能」的风险:建立在不可控...

@lqiao · 95.4K 粉丝 · 501.6K 阅 · 509 赞 · 86 转

Mythos got shut down this week. Whether you agreed with the decision or not is almost beside the point. A company built on top of intelligence it didn't control suddenly found itself exposed to

中文介绍 围绕某公司关闭事件讨论「拥有智能」与「租用智能」的风险:建立在不可控外部模型上的业务会突然暴露。观点偏商业架构,强调核心能力和平台依赖的边界。

为印度信息技术服务业在生成式人工智能竞赛中的角色辩护,指出传统外包巨...

@Fintech03 · 34.9K 粉丝 · 438.8K 阅 · 501 赞 · 137 转

The critique that Indian IT services (the classic TCS, Infosys, Wipro, HCL cohort) are failing India in the current generative AI race is an incredibly popular talking point. It is easy to look at the

中文介绍 为印度信息技术服务业在生成式人工智能竞赛中的角色辩护,指出传统外包巨头本来就不是为了造通用聊天模型而存在。角度是区分服务业能力与前沿模型研发。

AI新闻:今日动态平淡,Latent Space最后预告AIE

a quiet day lets us promo AIE one last time

中文介绍 Latent Space称当日AI新闻较为平静,并借机再次宣传AIE活动,未披露更多重大行业进展。

初创公司称突破制约大语言模型的数学瓶颈

Miami-based AI startup Subquadratic came out of stealth mode last month with a huge claim. It announced that it had solved a mathematical bottleneck that had been holding back large language models for almost a decade. The details were thin, and many people were unconvinced. But Subquadratic has sta

中文介绍 迈阿密AI初创公司Subquadratic称已解决困扰大语言模型近十年的数学瓶颈,但细节有限,外界仍有不少质疑。

AI新闻:GLM-5.2获认可,Z.ai预计12月推出Open Fable

With GLM-5.2 passing everyone's vibe check, the open models story finally becomes a real frontier story.

中文介绍 Latent Space称GLM-5.2通过社区“感觉测试”,使开放模型叙事更接近前沿竞争,并提到Z.ai对Open Fable的时间预期。

GLM-5.2崛起为开放权重编码模型新竞争者

**GLM-5.2** emerges as a leading open-weight coding model rivaling **Opus 4.8** and **GPT-5.5** in software engineering tasks, emphasizing the strategic importance of open models for provider competition, on-prem deployment, and fine-tuning rights. Experts like **Patrick Toulme** and **Thomas Wolf**

中文介绍 Smol AI News称GLM-5.2在软件工程任务中接近Opus 4.8和GPT-5.5,凸显开放模型在竞争、本地部署和微调权利上的战略意义。

TLDR AI:GPT-5.6、Claude Code artifacts与Perplexity记忆功能

中文介绍 TLDR AI标题提到GPT-5.6周二动态、Claude Code artifacts,以及Perplexity的Brain memory功能,但未提供更多摘要细节。

MosaicLeaks:研究智能体能否保守秘密?

中文介绍 Hugging Face博客以MosaicLeaks为题,聚焦研究智能体的保密能力问题;输入未提供更多实验、机构或结论细节。

“输出最大化教授”:Anjney Midha与AMP投资布局

We talk about how this legendary investor went from humble beginnings in Singapore to leading rounds in Anthropic, Mistral, Black Forest Labs, and Periodic Labs... and the AMP secret master plan!

中文介绍 Latent Space采访投资人Anjney Midha,回顾其从新加坡起步,到领投Anthropic、Mistral、Black Forest Labs和Periodic Labs等公司的经历。

订阅画像

PCSEL / nanophotonics / CWT-FEM-FDTD modeling first; AI for photonics, research agents, and inverse design second.

今日必看

P1 今日必看

OpenAlex · Applied Physics Letters · 2026-06-15 · Zhiwei Sun, Bolin Zhou, Yuzhen Zheng, Yongchen Miao · 新论文 2026-06-19 · 相关度 41.1

英文原题Regrowth-free blue GaN-based photonic crystal surface-emitting lasers with triangular air holes

中文摘要我们报道了采用无再生长方法制备的室温蓝色 GaN 光子晶体面发射激光器(PCSEL)二极管的成功实现。通过采用具有改进三角形空气孔的方形晶格光子晶体结构,我们实现了稳健的二维单模激射。该器件以 5.2 kA/cm2 的阈值电流密度工作,并发射高斯形光束,其光束发散角极低,测得为 1.15 mrad(0.066°)。此外,三角形空气孔的对称性破缺特性强制形成垂直于三角形长边的稳定线偏振。本工作表明,可以使用具有简单孔几何形状的非再生长制备工艺实现高光束质量的蓝色 PCSEL,为高性能蓝色激光源铺平道路。

英文摘要We report the successful realization of a room-temperature blue GaN photonic crystal surface-emitting laser (PCSEL) diode fabricated using a regrowth-free approach. By employing a square lattice photonic crystal structure with modified triangular air holes, we achieve robust two-dimensional single-mode lasing. The device operates with a threshold current density of 5.2 kA/cm2 and emits a Gaussian-shaped beam with exceptionally low beam divergence, measured at 1.15 mrad (0.066°). Furthermore, the symmetry-breaking nature of the triangular air holes enforces a stable linear polarization perpendicular to the long edge of the triangle. This work demonstrates that high-beam-quality blue PCSELs can be achieved using non-regrowth fabrication processes with simple hole geometry, paving the way for high-performance blue laser sources.

为什么与你有关
为什么与你有关:
- 主线关联:直接服务 PCSEL 方向,优先看结构参数、耦合机制、出光/远场和验证口径。
- 可用线索:先看是否能抽出结构参数、指标定义或仿真设置。
- 可转化内容:先判断能否变成一个仿真 case、baseline、验证指标或参数先验。

今日必看:优先判断是否进入 PCSEL / CWT / 仿真建模文献库。

photonic crystal surface emitting laser PCSELPCSELphotonicssurface-emitting laserphotonic crystal
P2 今日必看

OpenAlex · Optics Express · 2026-06-01 · Qingyuan Zhang, Ming Lyu, Jiang Hu, Qi Dai · 新论文 2026-06-13 · 相关度 25.9

英文原题Size scaling law for radiation losses of modes in photonic crystal surface emitting devices

中文摘要光子晶体面发射激光器(PCSELs)因其能够产生超高功率和低发散度的激光束而受到广泛关注。这是因为它们支持高功率单模激射,其体积比传统半导体激光器大数个数量级。PCSEL 中有限的横向尺寸是限制其激射模式体积并因此限制其输出功率的主要因素。我们证明,总腔损耗 α = α ⊥ + α ∥ 与器件尺寸 L 之间的缩放关系为:表面辐射损耗按 α ⊥ ∼ O ( L −2 ) 缩放,而边缘辐射损耗 α ∥ ∼ O ( L −3 )。这两种缩放关系都可以由能带图中复频率 ω ( k ) 的二阶展开来解释。我们的结果为设计大面积类 PCSEL 器件时估算尺寸效应提供了指导。

英文摘要Photonic-crystal surface-emitting lasers (PCSELs) have garnered significant attention due to their ability to generate laser beams with ultra-high power and low divergence. This is because they support high-power single-mode lasing with volumes orders of magnitude larger than those of conventional semiconductor lasers. The finite lateral size in a PCSEL is a primary factor limiting its lasing mode volume and, consequently, its output power. We demonstrate that the scaling relation between the total cavity loss α = α ⊥ + α ∥ and the device size L is such that the surface radiation loss scales as α ⊥ ∼ O ( L −2 ), while the edge radiation loss α ∥ ∼ O ( L −3 ). Both scaling relations can be explained by the second-order expansions of the complex frequency ω ( k ) of the band diagram. Our results provide a guideline for estimating the size effect when designing large-area PCSEL-like devices.

为什么与你有关
为什么与你有关:
- 主线关联:直接服务 PCSEL 方向,优先看结构参数、耦合机制、出光/远场和验证口径。
- 可用线索:先看是否能抽出结构参数、指标定义或仿真设置。
- 可转化内容:适合沉淀成验证指标或参数先验,尤其是 mode volume。

今日必看:优先判断是否进入 PCSEL / CWT / 仿真建模文献库。

photonic crystal surface emitting laser PCSELPCSELphotonicsphotonic crystalmode volume
P3 今日必看

OpenAlex · 2024-01-01 · Chhabindra Gautam, Mingsen Pan, Yudong Chen, Thomas J. Rotter · 新论文 2026-06-09 · 相关度 40.5

英文原题Compact Coherent Photonic Crystal Surface-Emitting Laser Arrays

中文摘要我们报道了一种采用被动耦合 PCSEL 阵列的新型相干光束合成设计。我们制备的 GaAs 基阵列的实验结果显示出高光束质量、线宽和相干性。

英文摘要We report a novel coherent beam combining design with passively coupled PCSEL array. Experimental results of our fabricated GaAs-based arrays show high beam quality, linewidth, and coherency.

为什么与你有关
为什么与你有关:
- 主线关联:直接服务 PCSEL 方向,优先看结构参数、耦合机制、出光/远场和验证口径。
- 可用线索:先看是否能抽出结构参数、指标定义或仿真设置。
- 可转化内容:先判断能否变成一个仿真 case、baseline、验证指标或参数先验。

今日必看:优先判断是否进入 PCSEL / CWT / 仿真建模文献库。

"coherent photonic crystal surface emitting laser"PCSELphotonicssurface-emitting laserphotonic crystalIII-V
P4 今日必看

OpenAlex · 2025-05-30 · Mingsen Pan, Chhabindra Gautam, Yudong Chen, Ming Zhou · 新论文 2026-06-09 · 相关度 44.0

英文原题Power and brightness scaling in coherently coupled PCSEL arrays

中文摘要我们报道了一种新型相干光子晶体面发射激光器(PCSEL)阵列设计,该设计通过在横向方向上被动耦合紧凑光子晶体腔来实现。实验表征结果显示,我们在 InGaAs/GaAs 多量子阱(MQW)平台上制备的激光器阵列具有高光束质量和相干性。

英文摘要We report a novel design of coherent photonic crystal surface-emitting laser (PCSEL) array by passively coupling compact photonic crystal cavities in the lateral directions. Experimental characterization results show high beam quality and coherency from our fabricated laser array on InGaAs/GaAs multiple quantum well (MQW) platform.

为什么与你有关
为什么与你有关:
- 主线关联:直接服务 PCSEL 方向,优先看结构参数、耦合机制、出光/远场和验证口径。
- 可用线索:先看是否能抽出结构参数、指标定义或仿真设置。
- 可转化内容:适合沉淀成验证指标或参数先验,尤其是 quantum well。

今日必看:优先判断是否进入 PCSEL / CWT / 仿真建模文献库。

"coherent photonic crystal surface emitting laser"PCSELphotonicssurface-emitting laserphotonic crystalquantum wellIII-V
P5 今日必看

OpenAlex · IEEE Journal of Selected Topics in Quantum Electronics · 2026-04-23 · Mihai Crisan, Shamsul Arafin · 新论文 2026-06-09 · 相关度 44.9

英文原题Inverse Design of Photonic Crystal Lasers Through Automatic Differentiation Optimization

中文摘要(嵌入式)PhC 谐振腔激光器的行为与晶胞轮廓密不可分。因此,设计过程中的绝大部分不幸地依赖于对介电常数轮廓的审慎手动选择。这是不利的,因为这丢弃了关于目标函数(激光器的物理响应)的信息。我们通过采用基于梯度的流程来解决这一问题,该流程将计算设计任务分为两个步骤,即二维光子本征模本征值问题(建模)与计算图(梯度传播)之间的两个步骤:(i)通过仿真进行前向传递,以预测光子晶体面发射激光器(PCSEL)的行为(远场和模式品质因子),以及(ii)反向传播步骤,在该步骤中计算(用户)定义的代价函数的梯度,以更新晶胞设计。该方法的性能在远场和腔内场性能指标上均超过了用于大规模 PCSELs 的当代晶胞设计。

英文摘要The behavior of (embedded) PhC resonator lasers is inextricably linked to the unit cell profile. Hence, an overwhelming fraction of the design process unfortunately relies on the judicious manual choice of the permittivity profile. This is disadvantageous for the fact that this throws away information regarding the objective function (the physical response of the laser). We remedy this by employing gradient-based protocols that split the computational design task into two steps—between a 2D eigenvalue problem for the photonic eigenmodes (modeling) and the computational graph (gradient-propagation): (i) a forward passage through the simulation to predict the photonic-crystal surface-emitting laser (PCSEL) behavior (far-field and mode quality factors), and (ii) a backpropagation step where the gradient of a (user) defined cost function is computed to update the unit cell design. The performance of this method exceeds contemporary unit cell designs for large-scale PCSELs in both far-field and intracavity field performance metrics.

为什么与你有关
为什么与你有关:
- 主线关联:直接服务 PCSEL 方向,优先看结构参数、耦合机制、出光/远场和验证口径。
- 可用线索:AI 代理模型/逆向设计。
- 可转化内容:适合沉淀成验证指标或参数先验,尤其是 far field。

今日必看:优先判断是否进入 PCSEL / CWT / 仿真建模文献库。

"photonic crystal laser" "surface emitting"PCSELphotonicssurface-emitting laserphotonic crystalfar fieldinverse design
P6 今日必看

OpenAlex · 2024-09-29 · Mingsen Pan, Chhabindra Gautam, Yudong Chen, Thomas J. Rotter · 新论文 2026-06-09 · 相关度 44.0

英文原题High Brightness Coherent Photonic Crystal Surface-Emitting Laser Arrays

中文摘要我们报道了一种新型相干光子晶体面发射激光器(PCSEL)阵列设计,该设计通过在横向方向上被动耦合紧凑光子晶体腔来实现。实验表征结果显示,我们在 InGaAs/GaAs 多量子阱(MQW)平台上制备的激光器阵列具有高光束质量和相干性。

英文摘要We report a novel design of coherent photonic crystal surface-emitting laser (PCSEL) array by passively coupling compact photonic crystal cavities in the lateral directions. Experimental characterization results show high beam quality and coherency from our fabricated laser array on InGaAs/GaAs multiple quantum well (MQW) platform.

为什么与你有关
为什么与你有关:
- 主线关联:直接服务 PCSEL 方向,优先看结构参数、耦合机制、出光/远场和验证口径。
- 可用线索:先看是否能抽出结构参数、指标定义或仿真设置。
- 可转化内容:适合沉淀成验证指标或参数先验,尤其是 quantum well。

今日必看:优先判断是否进入 PCSEL / CWT / 仿真建模文献库。

"coherent photonic crystal surface emitting laser"PCSELphotonicssurface-emitting laserphotonic crystalquantum wellIII-V
P7 今日必看

OpenAlex · 2026-06-05 · Yutong Di, Yi-Xiang Wang, Bojian Wang, Haoyu Chang · 新论文 2026-06-09 · 相关度 39.2

英文原题Design of high-slope-efficiency quantum dot photonic crystal surface-emitting lasers with metal reflector

中文摘要我们提出了一种利用金属反射镜的量子点光子晶体面发射激光器(QD-PCSEL)设计。通过调节 p 包层厚度、引入氧化物层并使用 GaInP 作为 p 包层,QD-PCSEL 的斜率效率得到大幅提升。使用三维有限差分时域方法研究了 p 包层厚度和光子晶体(PC)层对斜率效率的影响。仿真结果表明,在填充因子为 22%、PC 层厚度为 420 nm、p 包层厚度为 1.3 μm 时,所设计的 QD-PCSEL 实现了 267 mW/A 的斜率效率。与已报道的实验结果相比,这代表了约 20 倍的提升。

英文摘要We present the design of a quantum dot photonic crystal surface-emitting laser (QD-PCSEL) utilizing a metal reflector. By adjusting the p-cladding layer thickness, incorporating an oxide layer, and using GaInP as the p-cladding layer, the slope efficiency of the QD-PCSEL is greatly enhanced. The influence of the p-cladding layer thickness and the photonic crystal (PC) layer on the slope efficiency was investigated using the three-dimensional finite-difference time-domain method. Simulation results demonstrate that with a fill factor of 22%, a PC layer thickness of 420 nm, and a p-cladding layer thickness of 1.3 μm, the designed QD-PCSEL achieves a slope efficiency of 267 mW/A. This represents an approximately 20-fold improvement compared to reported experimental results.

为什么与你有关
为什么与你有关:
- 主线关联:直接服务 PCSEL 方向,优先看结构参数、耦合机制、出光/远场和验证口径。
- 可用线索:先看是否能抽出结构参数、指标定义或仿真设置。
- 可转化内容:先判断能否变成一个仿真 case、baseline、验证指标或参数先验。

今日必看:优先判断是否进入 PCSEL / CWT / 仿真建模文献库。

photonic crystal surface emitting laser PCSELPCSELphotonicssurface-emitting laserphotonic crystal
P8 今日必看

OpenAlex · 2026-05-28 · Alexander Cerjan · 新论文 2026-06-09 · 相关度 20.6

英文原题Steerable surface emitting laser design based on a line of bound states in the continuum

中文摘要传统光子晶体面发射激光器(PCSELs)依赖于孤立的连续谱中准束缚态(q-BIC),这些态通常位于布里渊区中心,并提供高方向性和高品质因子。然而,由于 PCSELs 所依赖的 q-BICs 具有孤立性质,它们在需要连续可调性的应用中受到根本限制,需要构建许多不同的 PCSELs 并通过开关它们来实现这种可调性。在这里,我们引入一种新的腔体几何结构,该结构使用一种新型偏振和角度选择性 Bragg 反射器来开发一种具有连续谱中束缚态连续线的面发射激光器。所得色散允许在宽波矢范围内实现高 Q 激射态,并具有双光束发射的潜力,其角分离可通过调节温度和注入量子阱增益介质的电流来调谐。数值仿真证实,由于其共振态密度降低,该配置产生高品质因子,并支持大面积单模工作。该方法不仅将实现连续角度光束控制,而且还与现有制备方法兼容。我们的研究代表了朝着克服基于孤立 q-BIC 器件限制迈出的重要一步,并为集成光子学中动态且可调谐的光束转向开辟了新的可能性。致谢:SNL 由 NTESS 根据 DOE NNSA 合同 DE-NA0003525 管理和运营。

英文摘要Traditional photonic crystal surface-emitting lasers (PCSELs) rely on isolated quasi-bound states in the continuum (q-BIC) that are generally at the center of the Brillouin zone and which offer high directionality and quality factors. However, due to the isolated nature of the q-BICs they rely on, PCSELs are fundamentally limited in applications that demand continuous tunability, requiring the construction of many different PCSELs that are switched on and off to achieve such tunability. Here, we introduce a new cavity geometry that uses a novel polarization- and angle-selective Bragg reflector to develop a surface emitting laser that features a continuous line of bound states in the continuum. The resulting dispersion allows for high-Q lasing states across a broad wavevector range, with the potential for twin-beam emission whose angular separation can be tuned by adjusting the temperature and injection current into the quantum well gain medium. Numerical simulations confirm that this configuration yields a high-quality factor and supports single-mode operation over large areas due to its reduced density of resonances. The approach will not only enable continuous angular beam control but also offers compatibility with existing fabrication methods. Our study represents a significant step toward overcoming the limitations of isolated-q-BIC-based devices and opens new possibilities for dynamic and tunable beam-steering in integrated photonics. Acknowledgement: SNL is managed and operated by NTESS under DOE NNSA contract DE-NA0003525.

为什么与你有关
为什么与你有关:
- 主线关联:更偏photonics / photonic crystal / Q factor,可作为 PCSEL 周边器件物理或数值方法补充。
- 可用线索:先看是否能抽出结构参数、指标定义或仿真设置。
- 可转化内容:适合沉淀成验证指标或参数先验,尤其是 quality factor / quantum well。

今日必看:优先判断是否进入 PCSEL / CWT / 仿真建模文献库。

photonic crystal surface emitting laser PCSELPCSELphotonicsphotonic crystalQ factorquantum well

周末深读候选

该组今日无数据。

来源说明
  • arXiv PCSEL / photonic crystal laser: 8 fetched.
  • arXiv AI for photonics: 8 fetched.
  • Semantic Scholar photonic crystal surface emitting laser PCSEL: failed (HTTP 429).
  • Semantic Scholar "photonic-crystal surface-emitting laser": failed (HTTP 429).
  • Semantic Scholar "photonic crystal surface-emitting laser": failed (HTTP 429).
  • Semantic Scholar "PCSEL" laser: failed (HTTP 429).
  • Semantic Scholar "photonic crystal laser" "surface emitting": failed (HTTP 429).
  • Semantic Scholar "coherent photonic crystal surface emitting laser": failed (HTTP 429).
  • OpenAlex photonic crystal surface emitting laser PCSEL: 8 fetched, 8 with usable abstracts.
  • OpenAlex "photonic-crystal surface-emitting laser": 8 fetched, 4 with usable abstracts.
  • OpenAlex "photonic crystal surface-emitting laser": 8 fetched, 0 with usable abstracts.
  • OpenAlex "PCSEL" laser: 8 fetched, 1 with usable abstracts.
  • OpenAlex "photonic crystal laser" "surface emitting": 8 fetched, 6 with usable abstracts.
  • OpenAlex "coherent photonic crystal surface emitting laser": 3 fetched, 3 with usable abstracts.
  • OpenAlex nanophotonic photonic crystal inverse design machine learning: 8 fetched, 8 with usable abstracts.
  • OpenAlex FDTD FEM nanocavity Q factor mode volume: 8 fetched, 7 with usable abstracts.
  • Crossref PCSEL photonic crystal surface emitting laser (published): 8 fetched.
  • Crossref PCSEL photonic crystal surface emitting laser (relevance): 8 fetched.
  • Crossref photonic crystal laser coupled wave finite element (published): 8 fetched.
  • Crossref photonic crystal laser coupled wave finite element (relevance): 8 fetched.
  • Crossref nanophotonic photonic crystal inverse design machine learning (published): 8 fetched.
  • Crossref FDTD FEM nanocavity Q factor mode volume (published): 8 fetched.
  • Crossref large language model research agent simulation photonics (published): 8 fetched.
  • Source set: Semantic Scholar, OpenAlex, and Crossref metadata search, plus arXiv best-effort preprint search when not explicitly disabled.
  • Ranking uses local keyword weighting, then mixes recent papers into the daily list so high-relevance old papers do not permanently hide new candidates.
  • abstract resolved: Size scaling law for radiation losses of modes in photonic crystal surface emitting devices (OpenAlex abstract metadata)
  • abstract resolved: Steerable surface emitting laser design based on a line of bound states in the continuum (OpenAlex abstract metadata)
  • abstract resolved: Inverse Design of Photonic Crystal Lasers Through Automatic Differentiation Optimization (OpenAlex abstract metadata)
口径说明
Academic radar is a discovery filter, not a literature review. It may miss papers not indexed by arXiv/Crossref yet and should be followed by manual reading before citation.

万斯赴瑞士会谈,霍尔木兹海峡再成中东紧张焦点

Vice President JD Vance said he would prioritize nuclear issues and renewed fighting in Lebanon in talks with an Iranian delegation in Switzerland. Shipping in the Strait of Hormuz faced new disruption after Iran’s military said it was closing the waterway.

中文摘要 副总统JD Vance称将优先讨论核问题和黎巴嫩新战事;伊朗军方称关闭霍尔木兹海峡后,航运再受干扰。

以色列围绕巴勒斯坦象征的争议升温

For some it's a symbol of identity. For others, a challenge to the state. NPR's Itay Stern reports on the debate over the Palestinian flag in Israel.

中文摘要 巴勒斯坦旗帜在以色列引发争论:一些人视其为身份象征,另一些人认为它挑战国家权威。

阿迦汗访问巴基斯坦北部,伊斯玛仪派穆斯林迎来归属时刻

For many Ismaili Muslims, seeing the Aga Khan is a once-in-a-lifetime event. NPR's Betsy Joles reports from his visit to remote northern Pakistan.

中文摘要 对许多伊斯玛仪派穆斯林而言,见到精神领袖阿迦汗是一生难遇的事件;访问发生在巴基斯坦偏远北部。

伊朗称关闭霍尔木兹海峡,美国称船只仍在通行

Iran says it has closed the Strait of Hormuz again. The U.S. military says traffic is still flowing. NPR's Jane Arraf reports from Beirut.

中文摘要 伊朗再次声称已关闭霍尔木兹海峡,但美国军方表示海上交通仍在流动,双方说法存在分歧。

右翼局外人Abelardo De La Espriella或成哥伦比亚下任总统

President Trump endorsed Abelardo De La Espriella, the conservative presidential candidate in Sunday’s election who has strong U.S. ties.

中文摘要 特朗普支持保守派总统候选人Abelardo De La Espriella;他与美国关系密切,将参加周日选举。

韩国小岛借175年前沉船往事办葡萄酒节求生存

A South Korean island is reviving a long‑forgotten episode involving a French whaler as a wine festival, in an effort to stay relevant.

中文摘要 韩国一座岛屿把涉及法国捕鲸船的久远故事包装成葡萄酒节,试图在现实压力下保持吸引力。

极右翼准军事阴影笼罩哥伦比亚总统决选

Colombians will choose on Sunday between two men whose lives have been very differently shaped by the militias, and whose visions for the country are poles apart Whoever wins Sunday’s presidential runoff vote in Colombia, the country’s next leader will have a personal history intertwined with one of

中文摘要 哥伦比亚周日将在两名候选人之间作出选择;二人的人生均受民兵影响,但国家愿景截然不同。

若美国解除制裁,伊朗革命卫队商业帝国或大幅受益

Iranian Guards' business empire to win big if U.S. sanctions lifted Reuters

中文摘要 Reuters报道称,若美国解除对伊朗制裁,伊朗革命卫队相关商业网络可能成为主要受益方。

Andy Burnham胜选后,英国将检验个人魅力能否改变选局

The governing Labour Party may oust Prime Minister Keir Starmer in favor of the more popular Andy Burnham — who will still face all the same challenges.

中文摘要 执政的工党可能以更受欢迎的Andy Burnham取代首相Keir Starmer,但他仍将面对同样挑战。

乌干达修女一生助人,晚年照护难题待解

The sisters of Uganda are teachers, health-care advocates and more. Those who are in their twilight of their life need help. Who will come to their aid?

中文摘要 乌干达修女长期从事教育和医疗倡导等工作;当她们步入晚年,谁来提供照护成为现实问题。

官媒称北京计划在台湾以东开展更多调查以宣示主权

Beijing planning more surveys east of Taiwan to assert sovereignty: state media South China Morning Post

中文摘要 南华早报援引官媒称,北京计划在台湾以东进行更多调查活动,以强化其主权主张。

伊朗称霍尔木兹海峡关闭,美伊周日将在瑞士会谈

U.S. and Iranian teams are set to hold "technical-level" talks, according to Pakistan's foreign ministry. But fighting in Lebanon and claims over the Strait of Hormuz threaten a tentative agreement.

中文摘要 巴基斯坦外交部称美伊团队将举行技术层级会谈,但黎巴嫩战事和海峡争议威胁临时安排。

获奖台湾小说或加剧北京对历史叙事的担忧

How a prize-winning Taiwanese novel could stoke Beijing’s worries over history South China Morning Post

中文摘要 南华早报称,一部获奖台湾小说可能因涉及历史叙事,引发北京方面更多关注与担忧。

各国等待伊朗协议数月,为何仍保持警惕

President Trump’s interim agreement with Iran raises hopes for the calming of the world economy. But it leaves many details for future negotiations, putting the world on edge.

中文摘要 特朗普与伊朗的临时协议给稳定世界经济带来希望,但许多细节留待后续谈判,令各方仍感不安。

被特朗普称为“激进左翼马克思主义者”的Iván Cepeda能否胜选

Iván Cepeda was caught off guard by a right-wing outsider and anti-leftist anger. He tells The Times he is not giving up.

中文摘要 Iván Cepeda遭遇右翼局外人挑战和反左情绪冲击;他对纽约时报表示自己不会放弃竞选。

市场复盘 · 最近交易日 A股 2026-06-18 / 美股 2026-06-18 / 宏观 2026-06-17

昨日/最近交易日的金融分析显示,A股整体偏强,样本平均+1.32%,上证指数-0.43%;创业板指+2.05%;板块上AI / 算力最强(+5.03%),银行相对落后(-2.42%);重点板块中5/7个收涨。 美股整体偏强,样本平均+1.41%,S&P 500 ETF+1.04%;Nasdaq 100 ETF+2.51%;大型科技股中Super Micro领涨(+10.37%),Microsoft承压(+0.13%);10Y美债收益率+1.35%。

走势总结

昨日走势上,A股大盘样本平均+1.32%,重点板块样本平均+1.62%,市场结构偏向题材/行业线索。板块内部强弱分化明显:AI / 算力+5.03%居前,银行-2.42%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+1.41%,重点公司样本平均+3.40%,Super Micro+10.37%强于同组,Microsoft+0.13%拖累风险偏好。

后续趋势研判

  • 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:波动率上行、美元走强、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股市场

A股复盘

上证指数-0.43%;创业板指+2.05%;板块上AI / 算力最强(+5.03%),银行相对落后(-2.42%);重点板块中5/7个收涨。

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+1.32%,如果强势板块能从AI / 算力、半导体扩散到消费、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。

半导体当前+3.94%,后续要看是否跟随美股AI硬件链修复。AI/算力当前+5.03%,如果Nvidia/AMD/AVGO保持强势,A股映射会更容易延续。银行当前-2.42%,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。

大盘指数

上证指数

sh000001
-0.43%
5 日 +2.60% RSI — 空头

深证成指

sz399001
+0.94%
5 日 +7.94% RSI — 多头

创业板指

sz399006
+2.05%
5 日 +11.57% RSI — 多头 · 单日强势上涨

沪深300

sh000300
+0.21%
5 日 +4.64% RSI — 中性

科创50

sh000688
+3.84%
5 日 +14.98% RSI — 多头 · 单日强势上涨

A股板块

AI / 算力

sz159819
+5.03%
5 日 +13.81% RSI — 多头 · 单日强势上涨

半导体

sh512480
+3.94%
5 日 +16.48% RSI — 多头 · 单日强势上涨

光通信

sh515050
+3.75%
5 日 +16.41% RSI — 多头 · 单日强势上涨

机器人

sz159770
+2.71%
5 日 +7.16% RSI — 多头 · 单日强势上涨

有色

sh512400
+0.24%
5 日 +9.04% RSI — 中性

大消费

sz159928
-1.89%
5 日 -4.15% RSI — 空头

银行

sh512800
-2.42%
5 日 -4.49% RSI — 空头 · 单日明显回落

美股市场

美股复盘

S&P 500 ETF+1.04%;Nasdaq 100 ETF+2.51%;大型科技股中Super Micro领涨(+10.37%),Microsoft承压(+0.13%);10Y美债收益率+1.35%。

后续趋势研判

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+1.41%,若Super Micro、TSMC、AMD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。

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+2.95%,它仍是AI风险偏好的核心参照。若Super Micro、TSMC、AMD继续领涨,同时Microsoft、Apple、Tesla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。

美股大盘

S&P 500 ETF

SPY
+1.04%
5 日 +1.04% RSI — 多头

Nasdaq 100 ETF

QQQ
+2.51%
5 日 +2.51% RSI — 多头 · 单日强势上涨

Dow Jones

DIA
+0.12%
5 日 +0.12% RSI — 中性

Russell 2000 ETF

IWM
+1.97%
5 日 +1.97% RSI — 多头

美股重点公司

Super Micro

SMCI
+10.37%
5 日 +10.37% RSI — 多头 · 单日强势上涨

TSMC

TSM
+6.94%
5 日 +6.94% RSI — 多头 · 单日强势上涨

AMD

AMD
+4.86%
5 日 +4.86% RSI — 多头 · 单日强势上涨

Broadcom

AVGO
+4.70%
5 日 +4.70% RSI — 多头 · 单日强势上涨

ASML

ASML
+3.31%
5 日 +3.31% RSI — 多头 · 单日强势上涨

Nvidia

NVDA
+2.95%
5 日 +2.95% RSI — 多头 · 单日强势上涨

Amazon

AMZN
+2.90%
5 日 +2.90% RSI — 多头 · 单日强势上涨

Meta

META
+1.70%
5 日 +1.70% RSI — 多头

Alphabet

GOOGL
+1.17%
5 日 +1.17% RSI — 多头

Tesla

TSLA
+1.04%
5 日 +1.04% RSI — 多头

Apple

AAPL
+0.70%
5 日 +0.70% RSI — 多头

Microsoft

MSFT
+0.13%
5 日 +0.13% RSI — 中性

跨市场观察

  • 10Y美债收益率上行+1.35%,估值久期较长的AI和半导体资产需要关注折现率压力。
  • 美股AI硬件链样本平均+4.17%,A股AI/算力+5.03%、半导体+3.94%,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。

其他财经观点

13

AAPLACMREWYINTCLPKMURDDTSNDKSPCXVSH

观点信号观点信号集中在「其他财经观点」:Tavi Costa以“1万年浓缩为25年”为线索,展示铜相关图表,强调其对大宗商品和宏观市场的观点,属投资评论。;Serenity表示因外界好奇而分享X收入分成情况,并称未预料到每两周获得超过1亿次曝光,即使免费也会继续发布。;Serenity称此前提出MLCC瓶颈思路后,Taiyo Yud...涉及 RDDT、VSH、LPK。

Serenity披露X收入分成项目体验

Serenity表示因外界好奇而分享X收入分成情况,并称未预料到每两周获得超过1亿次曝光,即使免费也会继续发布。

验证/风险这是财经博主观点聚合,不构成投资建议;需要用公司公告、财报和价格行为交叉验证。

宏观流动性/利率

6

观点信号观点信号集中在「宏观流动性/利率」:Tavi Costa以“不同主席,相同约束”为题讨论美联储处境,关注政策制定者变化下仍存在的结构性限制。;Serenity称首个大型X股票市场净值研究完成,逾6000名X财经活跃用户参与,其中5.8%净值超1000万美元。;Serenity称认同Palliser Capital观点,指出WUS...

验证/风险这是财经博主观点聚合,不构成投资建议;需要用公司公告、财报和价格行为交叉验证。

半导体供应链/设备

5

ASMLAXTIRDDTRPI

观点信号观点信号集中在「半导体供应链/设备」:Serenity称其许多原创想法起初会遭强烈反对,并以$AXTI、$RDDT WSB论坛经历为例,说明市场讨论中的分歧。;Serenity将Bernstein比作机构版Jim Cramer,称其给Kioxia下调50%目标价后散户卖出,但股价随后上涨。;Serenity称看到类似“Ad Hoc...涉及 AXTI、RDDT、RPI、ASML。

验证/风险这是财经博主观点聚合,不构成投资建议;需要用公司公告、财报和价格行为交叉验证。

CPO/光通信与硅光

5

AEHRALRIBCAMTEWYNBISSIVEWYFIXFAB

观点信号观点信号集中在「CPO/光通信与硅光」:Serenity个人笔记称,Priortech持有$CAMT 21%股份,约为其市值1.35倍;同时认为Bit Digital的NAV折价并不清晰。;Serenity称并非所有观点短期都上涨,并表示核心三大主题为Neoclouds能源、存储和光子学,强调需看不同时间框架。;Serenity称$...涉及 CAMT、SIVE、WYFI、EWY、NBIS、ALRIB、AEHR。

验证/风险这是财经博主观点聚合,不构成投资建议;需要用公司公告、财报和价格行为交叉验证。

加密与金融监管

2

HOOD

观点信号观点信号集中在「加密与金融监管」:The Weekly ChartStorm本期讨论S&P500回调空间、逢低买入、看涨扩散和轮动、SpaceX IPO、航天板块及行业偏斜。;Stenos Signals讨论特朗普上周签署成法的GENIUS Act,认为其或长期影响货币和财政政策,并暗示技术革命正在展开。涉及 HOOD。

6月14日每周S&P500图表风暴发布

The Weekly ChartStorm本期讨论S&P500回调空间、逢低买入、看涨扩散和轮动、SpaceX IPO、航天板块及行业偏斜。

验证/风险这是财经博主观点聚合,不构成投资建议;需要用公司公告、财报和价格行为交叉验证。

AI Infra/算力链

1

IRENNBIS

观点信号观点信号集中在「AI Infra/算力链」:Serenity称七个月后$NBIS创历史新高,而$IREN仍受60亿美元ATM融资影响,价格停留在去年11月附近。涉及 IREN、NBIS。

验证/风险这是财经博主观点聚合,不构成投资建议;需要用公司公告、财报和价格行为交叉验证。

特朗普对经济的担忧削弱美国在伊朗谈判中的筹码

Trump’s Fears About Economy Undercut US Leverage in Iran Talks Bloomberg

中文摘要 彭博称,特朗普对美国经济前景的顾虑,正在影响华盛顿在伊朗谈判中的施压能力和外交回旋空间。

英国列车致命相撞后9人伤势危重

Investigators work to establish what led to the first deadly rail accident in nearly two years

中文摘要 英国发生近两年来首起致命铁路事故,调查人员正查明事故原因;目前有9人在碰撞后处于危重状态。

雷诺将在日产董事任命投票中弃权

Non-executive director was proponent of push to merge Japanese group with rival Honda

中文摘要 雷诺将对日产董事任命投弃权票;相关非执行董事曾支持推动日产与日本竞争对手本田合并。

全球经济图表:沃什在美联储任期开始

Charting the Global Economy: Warsh’s Tenure at the Fed Begins Bloomberg

中文摘要 彭博以图表梳理全球经济动态,关注沃什在美联储任期启动及其可能对政策和市场预期产生的影响。

Substack创作者如何记录这个异常的市场时代

How Substack Creators Are Covering This Strange Markets Era Bloomberg

中文摘要 彭博关注Substack创作者对当前奇特市场环境的报道方式,反映独立写作者在金融叙事中的角色变化。

足球能否在美国真正扎根?

Also in today’s newsletter: Kansas City Chiefs president discusses hosting the World Cup

中文摘要 金融时报讨论足球在美国的发展前景,并提到堪萨斯城酋长队总裁谈论承办世界杯相关议题。

英国拟要求YouTube和Meta提高本国新闻可见度

Move expected in British government green paper would set stage for fresh battle with Big Tech over online misinformation

中文摘要 英国政府绿皮书预计将推动YouTube和Meta突出英国新闻内容,并可能引发与大型科技公司围绕网络虚假信息的新争端。

Rathbones失误助推银行争夺英国富裕客户

An internal review that found regulatory compliance shortcomings sent the stock down 17%

中文摘要 Rathbones内部审查发现监管合规缺陷,导致股价下跌17%,为银行争夺英国富裕客户提供了机会。

交易员看淡中东扰动,化肥价格大幅回落

Urea back to prewar levels but drop in demand ‘is not good news’

中文摘要 尿素价格已回到战前水平;尽管中东局势扰动仍在,需求下降推动化肥价格下跌,但这被认为并非好消息。

鲍勃·艾格的漫长告别

For two decades, Hollywood’s most indispensable executive has been synonymous with Disney. Can he really tear himself away?

中文摘要 二十年来,鲍勃·艾格几乎与迪士尼紧密相连。金融时报探讨这位好莱坞关键高管是否真能离开迪士尼。

麒麟社长称啤酒可促进“精神或心理”健康

Japanese brewer’s Takeshi Minakata says alcohol ‘can be a good thing’ as it ‘helps make people happy’

中文摘要 日本啤酒商麒麟社长南方健表示,酒精“可以是好东西”,因为它“有助于让人快乐”,引发健康语境下的讨论。

美国难解的空中交通顽疾

Tech outages and staff shortages are causing traveller misery as World Cup fans arrive and summer travel peaks

中文摘要 美国航空交通系统受技术故障和人员短缺困扰,正值世界杯球迷抵达和夏季出行高峰,旅客出行压力加剧。

Tavi Costa用图表解析铜市场机会

public RSS | opinion/NFA

观点/NFA: 10,000 Years in 25

中文摘要 Tavi Costa以“1万年浓缩为25年”为线索,展示铜相关图表,强调其对大宗商品和宏观市场的观点,属投资评论。

Serenity回应原创投资观点常遭早期反对

@aleabitoreddit | public X mirror | opinion/NFA | no login/cookies

Serenity original-post candidate from public X mirror (opinion/NFA): I think u must be new here. Many of my ideas get intense backlash at the start, especially the more original they are. $AXTI - endless hate to the point I got banned from the $RDDT WSB forum. They thought it was some scam Chinese company, but Reuters, Epiwafer company earnings, and institutions validated their InP substrate position many months later. $RPI -

中文摘要 Serenity称其许多原创想法起初会遭强烈反对,并以$AXTI、$RDDT WSB论坛经历为例,说明市场讨论中的分歧。

Serenity披露X收入分成项目体验

@aleabitoreddit | public X mirror | opinion/NFA | no login/cookies

Serenity original-post candidate from public X mirror (opinion/NFA): I’m just posting this since people seem really curious about X’s revenue sharing program. Genuinely didn’t expect to get seen 100M+ times every 2 weeks! Would keep doing the same thing tho, even if it were free and I just had a few friends from $RDDT to share ideas with.

中文摘要 Serenity表示因外界好奇而分享X收入分成情况,并称未预料到每两周获得超过1亿次曝光,即使免费也会继续发布。

Serenity记录Priortech与Bit Digital相关观察

@aleabitoreddit | public X mirror | opinion/NFA | no login/cookies

Serenity original-post candidate from public X mirror (opinion/NFA): In terms of personal notes: 1. Priortech owns 21% of $CAMT, ~1.35x their MC, seems more like holding co. 2. Bit Digital people kept shouting, but NAV discount is not clean $WYFI, lot of dilution + not AI parent. 3. Wistron (3231) is the best one I've seen since $SIVE + Ayar + Wiwynn are one of my favorite trio. ~$16.2B MC, Q1 revenue up a ridiculous amount w

中文摘要 Serenity个人笔记称,Priortech持有$CAMT 21%股份,约为其市值1.35倍;同时认为Bit Digital的NAV折价并不清晰。

Serenity回顾MLCC瓶颈相关股票大涨

@aleabitoreddit | public X mirror | opinion/NFA | no login/cookies

Serenity original-post candidate from public X mirror (opinion/NFA): Remind me whenever I call out a bottleneck, I should go long myself. Just floated this idea out around MLCC bottlenecks awhile back. Taiyo Yuden up 211.38% $VSH up 146.15% Murata up 155.43% Within the last 2 months... Feels bad.

中文摘要 Serenity称此前提出MLCC瓶颈思路后,Taiyo Yuden、$VSH、Murata近两个月分别上涨211.38%、146.15%和155.43%。

Serenity称市场忽视$LPK会议纪要要点

@aleabitoreddit | public X mirror | opinion/NFA | no login/cookies

Serenity original-post candidate from public X mirror (opinion/NFA): Wow, I completely missed this with $LPK meeting notes. And I think markets did too. My biggest takeaway: - NASDAQ listing is actively on their radar and are in discussions. - 70% market share targeted, unholy target. - TAM greatly exceeds former projections. - See a 4-5 base case of players this year with orders. - Industry is ready for high volume ramps. I

中文摘要 Serenity表示$LPK会议纪要显示公司正关注NASDAQ上市并进行讨论,同时提到70%市场份额目标,认为市场可能尚未充分反映。

Serenity再谈MLCC瓶颈投资线索

@aleabitoreddit | public X mirror | opinion/NFA | no login/cookies

Serenity original-post candidate from public X mirror (opinion/NFA): Remind me whenever I call out a bottleneck, I should go long myself. Just floated this idea out around MLCC bottlenecks awhile back. Taiyo Yuden up 211.38% $VSH up 146.15% Murata up 155.43% Within the last 2 months... Feels bad.

中文摘要 Serenity再次提到此前围绕MLCC瓶颈提出的思路,并列举Taiyo Yuden、$VSH、Murata近期大幅上涨表现。

Serenity提醒其投资观点并非短期全涨

@aleabitoreddit | public X mirror | opinion/NFA | no login/cookies

Serenity original-post candidate from public X mirror (opinion/NFA): I think something to highlight also is not all my ideas are green, especially on short term timeframes! My core three themes are Neoclouds (Energy), Memory, and Photonics. And I'm glad I chose the literal top performers for each segment from $NBIS to $EWY leaps to $SIVE. However, I still have pretty large losses following the false analyst report on CPO dela

中文摘要 Serenity称并非所有观点短期都上涨,并表示核心三大主题为Neoclouds能源、存储和光子学,强调需看不同时间框架。

Serenity批评Bernstein对Kioxia看空判断

@aleabitoreddit | public X mirror | opinion/NFA | no login/cookies

Serenity original-post candidate from public X mirror (opinion/NFA): Bernstein is basically the institutional version of Jim Cramer: Tells retail Kioxia looks like it’s going to crash, gives a -50% PT. Bunch of retail sells. Stock proceeds to skyrocket right after, with another +12% today.

中文摘要 Serenity将Bernstein比作机构版Jim Cramer,称其给Kioxia下调50%目标价后散户卖出,但股价随后上涨。

Serenity关注AI新闻内容农场垃圾站趋势

@aleabitoreddit | public X mirror | opinion/NFA | no login/cookies

Serenity original-post candidate from public X mirror (opinion/NFA): Just a random thought, maybe someone can do a startup to solve this: Interesting trend I’m seeing is human-recognized content farm spam sites like “Ad Hoc News”. Flooding tens of old/repeated misleading AI news every day on specific companies for views. But it’s treated highly + fresh to AI retrieval. So LLMs like Gemini get polluted citing that data. Then y

中文摘要 Serenity称看到类似“Ad Hoc News”的内容农场垃圾站趋势,认为其大量发布旧闻、重复和误导性AI新闻,或可成为创业问题。

Serenity质疑中国如何走私ASML大型设备

@aleabitoreddit | public X mirror | opinion/NFA | no login/cookies

Serenity original-post candidate from public X mirror (opinion/NFA): How does China manage to smuggle in something the size of a school bus from $ASML? Is the real question. 0 0 90 183 6 Forward to community

中文摘要 Serenity提出疑问称,真正的问题是中国如何能走私体积如校车般大小的$ASML设备,语境涉及半导体出口管制争议。

Tavi Costa谈美联储的“DOGE时刻”

public RSS | opinion/NFA

观点/NFA: Different Chair, Same Constraints

中文摘要 Tavi Costa以“不同主席,相同约束”为题讨论美联储处境,关注政策制定者变化下仍存在的结构性限制。

Serenity征集高NAV折价且具AI增长标的

@aleabitoreddit | public X mirror | opinion/NFA | no login/cookies

Serenity original-post candidate from public X mirror (opinion/NFA): Anyone got a list or ideas of the biggest NAV discounts. But independently has AI growth? Stuff more extreme end like $ACMR and WUS (2316) compared to SK Square. Have exposure to the ones above, just wanted to research more opportunities. Seems to be getting noticed recently

中文摘要 Serenity询问市场中最大NAV折价机会,特别是独立具备AI增长属性的标的,并提到$ACMR、WUS 2316与SK Square。

特朗普宣布Intel与Apple合作,$INTC涨8%

@aleabitoreddit | public X mirror | opinion/NFA | no login/cookies

Serenity original-post candidate from public X mirror (opinion/NFA): Trump announced Intel + Apple partnership, sending $INTC up 8% today. Intel execs were reportedly surprised by the $AAPL announcement by Donald Trump. TBH, the President should lead Intel's marketing team at this point. Feel's like he's hard carrying the stock.

中文摘要 Serenity称特朗普宣布Intel与Apple合作推动$INTC当日上涨8%,并称Intel高管据报对$AAPL相关宣布感到意外。

Serenity回顾存储股三个月大幅反弹

@aleabitoreddit | public X mirror | opinion/NFA | no login/cookies

Serenity original-post candidate from public X mirror (opinion/NFA): Just a reminder: 99% of X was bearish on memory 3 months ago... Since then: $MU $380 -> $1122 (+195.26%) $SNDK $565 -> $2155 (+281.42%) $EWY $132 -> $219 (+65.91%) SK Hynix 849K -> 2.685M KRW (+215.5%) Samsung 172K -> 362K KRW (+110.7%) If you see a bunch of projections on memory names like Samsung becoming the most profitable company in the world in 2028. M

中文摘要 Serenity称三个月前X上多数人看空存储板块,随后$MU、$SNDK、$EWY、SK Hynix和Samsung均出现显著上涨。

Serenity调侃Jim Cramer效应影响$SPCX

@aleabitoreddit | public X mirror | opinion/NFA | no login/cookies

Serenity original-post candidate from public X mirror (opinion/NFA): I think Jim Cramer’s law needs to be studied in history books. Even $SPCX can’t withstand his blessing. Serenity@aleabitoreddit 2026.06.17 15:46 Jim Cramer gave $SPCX his blessing. 0 0 44 134 7 Forward to community

中文摘要 Serenity称Jim Cramer定律值得写入历史书,并以$SPCX获得其背书后仍难以承受为例进行市场调侃。

$ALRIB股东会纪要提及第二套ROSIE系统

@aleabitoreddit | public X mirror | opinion/NFA | no login/cookies

Serenity original-post candidate from public X mirror (opinion/NFA): $ALRIB general meeting notes came out today. -2nd ROSIE System expected to be delivered shortly to a leading quantum computing player” in the US. - They’re also intensifying BD for their products used for BTO/STO on photonics and recorded strong interest. Just for background, they’re the MBE duopoly with Veeco, which got re-rated heavily recently (Disclosure

中文摘要 Serenity称$ALRIB股东会纪要显示,第二套ROSIE系统预计很快交付给美国一家领先量子计算企业,并加强相关产品商务拓展。

X财经用户股票净值大型调查出炉

@aleabitoreddit | public X mirror | opinion/NFA | no login/cookies

Serenity original-post candidate from public X mirror (opinion/NFA): The 1st large scale X study on stock market net worth has finished! From the 6000+ responses of those active on X finance, here's the results: 5.8% - $10M+ 15% - $1m - $10M 35.9% - $100k - $1M 43.3% - under $100k This is probably more representative of active followers. Where 20.8 out of every 100 people have over $1,000,000+. And 5.8 out of 100 have over $1

中文摘要 Serenity称首个大型X股票市场净值研究完成,逾6000名X财经活跃用户参与,其中5.8%净值超1000万美元。

Serenity认同Palliser对WUS 2316估值质疑

@aleabitoreddit | public X mirror | opinion/NFA | no login/cookies

Serenity original-post candidate from public X mirror (opinion/NFA): I agree with Palliser Capital here. As a shareholder, it’s just so stupid how WUS (2316 TW) MC can be ~$1B MC. While they own a 11.26% stake of WUS Kunshan, a $39.3B (¥282B CNY) company… Which is worth $4.42B pre-tax. Just sell 1/4th or something? And you get an extra ~$1.1B for PCB growth at the inflection point with AI demand. Which is more than your curre

中文摘要 Serenity称认同Palliser Capital观点,指出WUS 2316市值约10亿美元,却持有昆山WUS 11.26%股份,后者估值约393亿美元。

Serenity再提Jim Cramer背书与$SPCX走势

@aleabitoreddit | public X mirror | opinion/NFA | no login/cookies

Serenity original-post candidate from public X mirror (opinion/NFA): I think Jim Cramer’s law needs to be studied in history books. Even $SPCX can’t withstand his blessing. Serenity@aleabitoreddit 2026.06.17 15:46 Jim Cramer gave $SPCX his blessing. 0 0 44 134 7 Forward to community

中文摘要 Serenity再次调侃Jim Cramer定律,称即便$SPCX也难以承受其背书,延续对市场情绪与名人评论影响的讨论。

$AEHR获硅光客户晶圆级老化系统追加订单

@aleabitoreddit | public X mirror | opinion/NFA | no login/cookies

Serenity original-post candidate from public X mirror (opinion/NFA): $AEHR receives follow up production order from major Silicon Photonics Customer for wafer level burn in systems. Now up 11.29% today to $116. Only 2 months ago it was in the $30's, good times.

中文摘要 Serenity称$AEHR收到主要硅光客户晶圆级老化系统后续量产订单,股价当日上涨11.29%至116美元。

Serenity称$NBIS七个月后创历史新高

@aleabitoreddit | public X mirror | opinion/NFA | no login/cookies

Serenity original-post candidate from public X mirror (opinion/NFA): And 7 months later... $NBIS is all time highs. While $IREN bagholders are still funding the $6,000,000,000 ATM and stuck at the same price back in November. Guess this settles the debate?

中文摘要 Serenity称七个月后$NBIS创历史新高,而$IREN仍受60亿美元ATM融资影响,价格停留在去年11月附近。

Serenity称$XFAB暂无新消息但营销不足

@aleabitoreddit | public X mirror | opinion/NFA | no login/cookies

Serenity original-post candidate from public X mirror (opinion/NFA): Don’t think there’s any new news from $XFAB. Their company needs to do a better job with marketing materials though. Since nobody thinks they’re optical ai dc or power semi adjacent exposure apparently. However, I would have thought that since they’re leading Europe’s silicon photonics value chain efforts with PhotonixFab. And apparently everyone + EU are di

中文摘要 Serenity认为$XFAB没有明显新消息,但公司应改善营销材料,因为市场似乎未充分理解其与光学AI数据中心或功率半导体的关联。

本周图表:美股“大公司”与“小公司”分化

public RSS | opinion/NFA

观点/NFA: Chart in-focus from the latest Weekly S&P500 ChartStorm

中文摘要 The Weekly ChartStorm聚焦最新S&P500图表,讨论大型股与非大型股之间的市场差异和走势分化。

Serenity再次批评Bernstein看空Kioxia

@aleabitoreddit | public X mirror | opinion/NFA | no login/cookies

Serenity original-post candidate from public X mirror (opinion/NFA): Bernstein is basically the institutional version of Jim Cramer: Tells retail Kioxia looks like it’s going to crash, gives a -50% PT. Bunch of retail sells. Stock proceeds to skyrocket right after, with another +12% today.

中文摘要 Serenity再次称Bernstein像机构版Jim Cramer,指出其对Kioxia给出-50%目标价后,股价反而继续上涨。

6月14日每周S&P500图表风暴发布

public RSS | opinion/NFA

观点/NFA: This week: space for a sell-off, buying the dip, bullish broadening and rotation, the big and the small, SpaceX IPO, space sector stocks, the big sector skews...

中文摘要 The Weekly ChartStorm本期讨论S&P500回调空间、逢低买入、看涨扩散和轮动、SpaceX IPO、航天板块及行业偏斜。

The Macro Compass再谈“让经济升温”

public RSS | opinion/NFA

观点/NFA: I am back with a healthy dose of macro analysis for you

中文摘要 The Macro Compass作者回归发布宏观分析,围绕“Run It Hot, Yet Again”主题讨论当前经济和市场环境。

关于Warsh出任新美联储主席的要点

public RSS | opinion/NFA

观点/NFA: Let's Look Into The New Fed Chair

中文摘要 The Macro Compass介绍Warsh相关背景,并称将研究这位新美联储主席,关注其可能带来的政策方向。

Steno Signals #207全面梳理主要领先指标

public RSS | opinion/NFA

观点/NFA: Having been on vacation for a couple of weeks, I updated all of our leading indicators first thing upon returning to the office. Here’s your must-read guided tour throughour major leading indicators.

中文摘要 Stenos Signals作者休假归来后更新主要领先指标,并以导览形式呈现宏观信号和市场观察。

Steno Signals #206:GENIUS Act是否真具天才意义

public RSS | opinion/NFA

观点/NFA: The GENIUS Act, signed into law by Trump late last week, may have a lasting impact on everything from monetary to fiscal policy. There are signs of a tech revolution unfolding beneath the hood.

中文摘要 Stenos Signals讨论特朗普上周签署成法的GENIUS Act,认为其或长期影响货币和财政政策,并暗示技术革命正在展开。

El-Erian:经济与市场稳定取决于这些问题

public RSS | opinion/NFA

观点/NFA: The US government needs to reassure markets.

中文摘要 Mohamed El-Erian评论称,美国政府需要安抚市场,特朗普关税背景下的经济和市场稳定取决于关键问题的回应。

El-Erian:美联储必须避免重蹈降息错误

public RSS | opinion/NFA

观点/NFA: Markets have been trained to expect lower rates at the first sign of volatility. Powell mustn’t give in to temptation.

中文摘要 Mohamed El-Erian认为,市场已习惯在波动初现时预期降息,Powell不应屈从这种诱惑而重复过去错误。

[陈恳求助] 现在能买的 VPS 线路有哪些

RSSHub 技术社区 fallback · SwEpoch: 这几年一直都在使用机场,最近太不稳定了,动不动就拉闸,还要自己捣鼓各种分流,心累的很,所以有想法自建,独立节点自用自蹬。 在论坛和各个频道研究了几天,定位:江苏电信,测下来感觉必须上 CN2GIA 线路才行,流量平时用量不多,大概 500G 左右。 奈何搬瓦工现在有点贵,💲49/季度,也没有什么优惠码,有一点点舍不得,预算在 600 左右/年。 刚刚接触自建,陈恳求助各位佬,有没有什么推荐的线路吗? 想稳定用下去的。 如果各位佬有想放生的线路,也可以加价收一下,论坛小透明在此感谢各位大佬。

Vibe Coding 了两年,分享一下我对于 Vibe 的感想。

RSSHub 技术社区 fallback · SoraStar: 以下为个人观点,基本上全是暴论,不喜勿喷,给孩子留点面子吧😭 我是从 2024 年读高二的时候了解到 Vibe Coding 的(当时大家还没有叫它 Vibe Coding ),当时 DeepSeek 刚出 R1 ,除了 OpenAI 的 GPT-o1 之外,大家还没来得及用上思维链,也没有那么强的性能,参数量最大的模型的话好像是 R1 的 671B 。 当时 Token 还没有现在那么便宜,而我又是穷鬼高中生,听说这玩意儿可以辅助编程,便心心念念日思夜想,看着 GPT-o1 馋到流口水,根本买不起订阅。 所幸,我一位玩得好的远房表哥在 AWS 悉尼工作,平时喜欢折腾新奇

航班因乘客违规使用充电宝迫降,此人是不是这辈子就差不多了?

RSSHub 技术社区 fallback · moudy: 英国航班 BA271 飞行中一名乘客用充电宝给手机充电。突然充电宝爆炸起火,机上乘客以为遇到恐袭。最终充电宝火灾烧毁了一个座椅后被乘务组扑灭,飞机就近紧急降落。 这个飞行中使用充电宝充电的乘客要承担多少责任?会不会要陪天文数字的钱(飞机修复,航班费用,其他旅客延误赔偿等)?有没有可能设计刑事责任?

我明明选的是 GLM-4.7,他告诉我他是 Claude。

RSSHub 技术社区 fallback · sn0wdr1am: who are you. I am Claude, an AI assistant developed by Anthropic. I'm designed to be helpful, harmless, and honest. I can help you with a wide range of tasks, such as answering questions, writing, coding, and creative projects. 你是什么大模型? 我是 Claude ,是由 Anthropic 开发的大型语言模型。 我已经分不清谁是谁了。

问一个直击灵魂的问题,你用 AI 做了哪些有意义的工具?

RSSHub 技术社区 fallback · ttkit: 这是一个我问自己的问题,也是我逛帖子发现的一个问题。 大家都在用 AI 写代码,写公司的项目。 更多的人是用 AI 写重复的轮子,比如对话、画图、写作等。 所以这就产生一个核心的问题,个人到底能用 AI 做什么?如何开发有意义的产品,如何为少数人的需求开发产品? 以前总是抱怨,一个人没有产品文档,没有 UI 设计,不会写后端代码,不会写前端代码,而现在 AI 可以帮我们做到了,我们又抱怨大家都可以做,技术平权了,我们能做的,大公司能做,你做的这些又有什么意义呢? 所以,又陷入了悲观!同时也是磨灭了自己创造的动力~ 我的意思是陷入这种思维的原因有如下两点: 1 、缺少想法 2 、缺

发现自己越来越不爱社交了,这是变成熟还是变麻木?

RSSHub 技术社区 fallback · zhao69270: 最近有个挺明显的感觉:以前周末还会约朋友吃饭、打球、随便逛逛,现在下班后只想回家待着。 不是完全没有朋友,也不是讨厌别人,就是每次想到要出门、聊天、维持情绪,就会觉得累。很多饭局聊来聊去也是房子、工作、孩子、收入,聊完没有放松,反而更疲惫。 但另一面又会担心,一直这样下去,会不会慢慢把自己的生活圈缩得太小?以后真遇到事情,身边能说话的人越来越少。 大家有没有类似阶段?你们是顺其自然,还是会刻意维持一些社交?

iPhone17 凌晨异常使用蜂窝数据欠费 500 多

RSSHub 技术社区 fallback · FringJX: 早晨五点被密集几十条短信吵醒,一看吓一跳,短信显示流量超出 540 元。( 8 元保号套餐,600 元流量超出强制断网) 查了一下记录,从一点开始到 5 点结束一直在疯狂跑流量,手机一直在充电没在使用 看了设置里的记录显示 shadowrocket 使用了 25G 很多异常点: 1.家里全屋 wifi7 覆盖,为啥会突然走流量 2.手机没有后台上传下载的任务,我经常重置网络设置,大部分 app 都是默认没有网络权限的,手机里没有网盘之类的 app ,即使有,再设置里流量统计也会有体现 3.小火箭一直是规则模式链接,不知道为啥会在凌晨异常暴力传输数据,3 小时 25G 流量 ,

父亲节

热度 568,829 · 新

Linux 中 Epoll 与 Io_uring 的对比

22 points · 2 comments

中文介绍 文章讨论 Linux 下 Epoll 与 Io_uring 两种 I/O 机制的差异,引发 Hacker News 用户关注和少量评论。

芬兰图书馆不只借书:租缝纫机也能促进民主

43 points · 15 comments

中文介绍 BBC Future 介绍芬兰图书馆的多元服务,称从图书馆租借缝纫机等物品可能有助于改善民主参与。

报道称 Peter Thiel 相关精英圈子试图影响世界

113 points · 41 comments

中文介绍 Esquire 文章围绕 Wired 报道,讨论 Peter Thiel 及 Dialog Club 等精英网络在政治与权力中的影响。

关于 2022 年前书籍的阅读札记

103 points · 49 comments

中文介绍 作者整理并讨论 2022 年前出版的书籍,引发 Hacker News 用户对书单、阅读选择和旧书价值的讨论。

研究称慢呼吸会调节大脑功能与风险行为

13 points · 0 comments

中文介绍 Neuron 论文称,慢呼吸可能调节大脑功能并影响风险行为,相关发现引起 Hacker News 科技读者关注。

英国超市巨头 Tesco 起诉 VMware 违约

65 points · 16 comments

中文介绍 The Register 报道称,超市巨头 Tesco 因合同违约问题起诉 VMware,案件涉及企业软件服务与合同责任。

Linux 历时六年、360 个补丁后移除 Strncpy API

72 points · 30 comments

中文介绍 Phoronix 报道称,Linux 在六年工作和 360 个补丁后淘汰 Strncpy API,反映内核安全与代码现代化进展。

《A Love Story》:一则互动式爱情故事

39 points · 5 comments

中文介绍 The Pudding 发布题为《A Love Story》的作品,可能以数据叙事或互动形式呈现爱情主题,引发读者讨论。

巴西全国手机收到未经授权警报

71 points · 47 comments

中文介绍 CNN 报道称,巴西多地手机收到未经授权的警报信息,事件涉及黑客、公共警报系统和拉美网络安全风险。

源健康

43/46 正常 · 1 空源 · 2 失败 · 404 items

LinuxDo tech / cn-community
失败 · 0

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arXiv cs.LG tech / ai-research
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The Kobeissi Letter finance / creator
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