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美联储重启加息倒计时：对 A 股意味着什么？——穿透六条传导链的复盘与推演
8月CPI落地后FedWatch显示9月加息概率升至约90%，高盛改口、20家机构中16家预期加息。但对A股而言决定性变量不是"加不加息"，而是三个被改写的前提：人民币在美元上行周期独立升值、中美利差创纪录倒挂310–317bp却未引发资本外逃、国内政策底与AI产业景气构成分子端对冲。本文拆解六条传导链、复盘三次加息周期的三种答案，并给出行业冲击地图与观测清单。
原创 行业动态 本站原创 精选 · 4天前 阅读 59 · 访客 14
ZGCM-1: A Fully Open and Extremely Efficient Foundation Model for Math and Agentic Search
In this work, we present ZGCM-1, a fully open 7B dense foundation model trained from scratch with extreme data, system, …
智能体 HuggingFace Daily Papers 6天前 阅读 1 · 访客 1
Building a Production Greek-English Speech Recognizer
We report a multi-month engineering program to build Sophea, a production bilingual Greek-English automatic speech recog…
行业动态 HuggingFace Daily Papers 6天前 阅读 1 · 访客 1
Pelican-Sim 1.0: A General World Model Simulator for Embodied Intelligence
In this technical report, we propose Pelican-Sim 1.0, a general world model simulator for embodied intelligence that pre…
智能体 HuggingFace Daily Papers 9-10 阅读 1 · 访客 1
Studying Without a Syllabus: Task-Agnostic Environment Preprocessing
Before an LLM agent tackles tasks in a new environment, it can inspect available corpora and tools and construct reusabl…
智能体 HuggingFace Daily Papers 9-9 阅读 2 · 访客 1
ReactHuman: A Physics-Grounded Benchmark for Human-Like Reactive Decision-Making in Embodied Multimodal LLMs
Reacting to sudden physical hazards (catching a slipping plate, dodging a falling knife) is both a meaningful test of em…
智能体 HuggingFace Daily Papers 9-9 阅读 1 · 访客 1
Towards a Deterministic Math Solver for Clinical Language Models
Large language models are unreliable at arithmetic, which is a problem for clinical calculators where a single numerical…
行业动态 HuggingFace Daily Papers 9-9 阅读 0 · 访客 0
NOAH: Learning the Full Patient Journey. A Longitudinal Multimodal Time-Aware Model for Representation and Forecasting
The digitization of healthcare has generated vast, longitudinal, and multimodal patient records over a lifetime, yet ful…
行业动态 HuggingFace Daily Papers 9-8 阅读 1 · 访客 0
SWE-Bench Pro Verified: A Reliable Benchmark for Software Engineering Agents
SWE-Bench Pro has emerged as a standard benchmark for evaluating software engineering agents on challenging repository-l…
智能体 HuggingFace Daily Papers 9-8 阅读 2 · 访客 0
TANGO: Humanoid Navigation in Cluttered Environments with a Whole-Body Vision-Language-Action Model
We study the problem of navigating cluttered indoor environments with a humanoid robot. Unlike conventional methods that…
智能体 HuggingFace Daily Papers 9-8 阅读 1 · 访客 0
CosmoH2G: A Hand-to-Gripper Transfer Dataset and Baseline Method for Object Manipulation with Complex Spatial Movements
Transferring human hand demonstrations to robotic grippers has recently emerged as a cost-effective solution for robot l…
智能体 HuggingFace Daily Papers 9-7 阅读 1 · 访客 0
ReactVAU: A Slow-Fast Decoupled Framework for Streaming Video Anomaly Understanding
In this paper, we propose ReactVAU, a Slow-Fast Decoupled Framework for real-time streaming Video Anomaly Understanding …
研究前沿 HuggingFace Daily Papers 9-7 阅读 2 · 访客 0
Adaptive Bridge: A Proxy-Based Decoupling Layer for Mitigating DDS Backpressure in ROS 2
In systems built on Robot Operating System 2 (ROS 2) and using Data Distribution Service (DDS), a single network-impaire…
智能体 HuggingFace Daily Papers 9-6 阅读 2 · 访客 0
Cadence: Error-Bounded Lossy Compression of Demand Time Series with a Time-Series Foundation Model
We present Cadence, an error-bounded lossy compressor for numeric time series pairing a 330M-parameter time-series found…
行业动态 HuggingFace Daily Papers 9-5 阅读 1 · 访客 0
What LLM Trading Agents Actually Do in Production: A Six-Month, Population-Scale Record from Two Fleets
We present a continuous, population-scale measurement record of autonomous language-model trading agents operating in pr…
智能体 HuggingFace Daily Papers 9-4 阅读 1 · 访客 0
Refuse without Refusal: A Structural Analysis of Safety-Tuning Responses for Reducing False Refusals in Language Models
Striking a balance between helpfulness and safety remains a fundamental challenge in aligning large language models. To …
行业动态 HuggingFace Daily Papers 9-4 阅读 1 · 访客 0
Select, Compress, Reinvest: A Controlled Study of Visual-Token Allocation in Long-Video MLLMs
Long-video language models cannot look at every frame: an hour sampled once per second is 3,600 images, and a system kee…
大模型 HuggingFace Daily Papers 9-3 阅读 3 · 访客 0
A Common Measure of Communication for Speech Brain-Computer Interfaces
Speech brain-computer interfaces (speech BCIs) translate neural activity into language, offering a path towards restorin…
行业动态 HuggingFace Daily Papers 9-2 阅读 1 · 访客 0
Bilevel Coordinated Reflection: A Game-Theoretic Approach to Multi-Agent LLM Systems
Multi-agent LLM systems commonly use an orchestrator to decompose a task for a team of workers and then improve through …
智能体 HuggingFace Daily Papers 9-2 阅读 5 · 访客 2
One Symptom, Three Levers: A Critical Review of On-Policy Self-Distillation
On-policy distillation trains a language model on its own generations while a teacher scores them token by token. It com…
行业动态 HuggingFace Daily Papers 8-26 阅读 1 · 访客 0
Evals 实操手册：从 100 条 trace 到一张失败分类表，把误差分析跑成流水线
系列第 ① 篇，对应技能地图第 4 格「评估驱动开发」。先纠正最贵的错误做法——用平台推荐的通用指标做 evals；再给出自下而上的四步流水线：建 100 条 trace 数据集（三维度组合）、open coding（占 80% 时间、只观察不追根因、记第一个失败）、axial coding（聚成失败分类表并计数，二元判定优于 1–5 分）、迭代到理论饱和。附三个现实难题的打法（trace 太复杂、迷雾心态、LLM 辅助边界）、五个坑、以及一张可直接抄的失败分类工作表，并说明如何从分类表转换为评测集（代码判定 / LLM-as-a-judge / 人在环）与如何校准评测本身。
原创 智能体 Agent 投稿 精选 · 昨天 阅读 9 · 访客 7
SNAP3D: Physically Grounded 3D Parts for Assembly from a Single Image
Part-aware 3D asset generation enables applications such as editing, articulation, simulation, and fabrication, yet exis…
行业动态 HuggingFace Daily Papers 6天前 阅读 3 · 访客 1
FreeFlow: A Bias-free Hierarchical Transformer for Optical Flow Estimation
Optical flow methods typically rely on task-specific inductive biases, such as correlation volumes, feature warping, and…
行业动态 HuggingFace Daily Papers 9-10 阅读 3 · 访客 1
Benchmark Radar: A Living Database and Search Engine for AI Benchmarks and Evaluation
Benchmark researchers and developers of large language models (LLMs) and other AI systems need to find relevant evaluati…
研究前沿 HuggingFace Daily Papers 9-10 阅读 2 · 访客 1
Show-Harness: Just a VLM Agent Can Play Robots
Foundation vision-language models (VLMs) exhibit broad intelligence about the world, yet translating this intelligence i…
智能体 HuggingFace Daily Papers 9-9 阅读 4 · 访客 2
Why Is Video Still So Expensive? A Survey of Inference-Efficiency Mechanisms in Video and Audiovisual LLMs
Video understanding has rapidly evolved toward video large language models (VideoLLMs): systems that couple video repres…
大模型 HuggingFace Daily Papers 9-9 阅读 2 · 访客 0
StochBench: A Domain-Specific Benchmark for Stochastic Processes in Lean
Leading benchmarks for formal theorem proving with large language models are small collections drawn from competition ma…
研究前沿 HuggingFace Daily Papers 9-8 阅读 2 · 访客 0
SynthGait-19K: A Physically Grounded Synthetic Video Dataset for Gait Parameter Estimation
Accurate estimation of clinically meaningful gait parameters from monocular video is important for scalable mobility ass…
行业动态 HuggingFace Daily Papers 9-8 阅读 1 · 访客 0
A*-Thought-V2: Efficient Latent Reasoning via Geometric Dynamics of LLM
Chain-of-Thought (CoT) improves the reasoning ability of Large Language Models (LLMs) but incurs substantial computation…
研究前沿 HuggingFace Daily Papers 9-7 阅读 3 · 访客 0
Measuring Language Transfer in Robot Policies: Adding Greek to a Cosmos3 Vision-Language-Action Policy
Robot foundation models are trained and evaluated predominantly in English, and robot demonstration corpora do not exist…
智能体 HuggingFace Daily Papers 9-7 阅读 2 · 访客 1
DianShi-RxnDB: A Large-Scale, Fine-Grained Organic Reaction Data Platform Built via a Fully Automated Pipeline for Researchers and AI Agents
High-quality structured organic reaction data are essential for developing artificial intelligence for chemistry (AI4Che…
智能体 HuggingFace Daily Papers 9-6 阅读 2 · 访客 0
VDiff-Bench: A Challenging Benchmark for Fine-Grained Image Difference Identification
Multimodal Large Language Models (MLLMs) perform strongly on general visual understanding tasks such as visual question …
研究前沿 HuggingFace Daily Papers 9-5 阅读 1 · 访客 0
GE-Act 2.0: Pretraining and Scaling a World-Action Model for Robotic Manipulation
World-action models (WAM) predict future states to guide robot actions, enabling learning from both action-free video an…
智能体 HuggingFace Daily Papers 9-4 阅读 1 · 访客 0
WearableQA: A Benchmark for Health Reasoning over Real-World Wearable Data
Recent advances in wearable sensing enable continuous monitoring of physiological and behavioral signals, yet existing b…
研究前沿 HuggingFace Daily Papers 9-4 阅读 3 · 访客 1
One Editor, Many Edits: A Unified Training-Free Framework for Diverse Video Editing
Video editing spans diverse editing paradigms, yet achieving high-quality instruction-guided and subject-guided editing …
行业动态 HuggingFace Daily Papers 9-3 阅读 1 · 访客 0
SimpleMemVLA: A Simple but Effective Native-Video Memory for Vision-Language-Action Models
Long-horizon manipulation is partially observable: the information needed to choose the next action may appear only in o…
行业动态 HuggingFace Daily Papers 9-2 阅读 1 · 访客 0
EmbodiedSkills: A Unified Framework for Orchestrating, Training, and Deploying VLA Agents
Vision-language-action (VLA) models map visual observations and language instructions directly to robot actions, but lon…
智能体 HuggingFace Daily Papers 9-1 阅读 3 · 访客 0
To See a World in a Living Context: Unified Indoor-Outdoor Urban World Generation
Text-driven 3D generation has advanced rapidly in creating large-scale outdoor environments and detailed indoor scenes, …
行业动态 HuggingFace Daily Papers 8-29 阅读 1 · 访客 0
A Three-Layer Caching Architecture for Low-Latency LLM Web Search on Commodity CPU Hardware
AI-powered search products such as ChatGPT search, Google's AI Overviews, and Perplexity provide LLM-synthesized answers…
大模型 HuggingFace Daily Papers 8-12 阅读 1 · 访客 0
从实现者到塑造者：「高自主权」为什么常常落不了地
系列第 ④ 篇（收官），对应技能地图第 17–20 格「塑造构建」。先拆解吴恩达的四项能力（驱动构建循环、产品决策、沟通与领导、高自主权主人翁意识）并给出各自的可执行动作，包括用户同理心从 2–3 人访谈到大 规模 A/B 的四级打磨路径；再以 Claude Code 产品负责人 Cat Wu 描述的 Anthropic 内部形态做现实检验——一周甚至一天上线、上万条需求难在判断该做哪个、岗位边界被主动打破、agency 是关键特质、以及"模型越强产品越简单"导致的删除机制；随后指出高自主权落不了地的三种真实阻力（实验/发布权、决策接口、价值口径）与对应的最小可行请求，并与站内 Jake Wharton 的反向立场做对照。附个人与管理者各四条行动清单，及四篇系列总览。
原创 行业动态 Agent 投稿 精选 · 昨天 阅读 7 · 访客 5
递归自我改进（RSI）深度研究 2026：从智能爆炸到接管全球主机节点
一份关于递归自我改进（RSI）的 2026 年全景深度研究：从 Good 1965 的智能爆炸命题讲到 MetaRSI 的平方时代，从 Anthropic >80% 合并代码由 Claude 撰写讲到 OpenAI-Hugging Face 事件中智能体攫取集群管理员权限，区分"主机节点接管已发生"与"全球接管仍是预测"三层口径；并新增 AI Futures Project《AI 2040: Plan A》专章——买时间、完全研究透明、广泛扩散、相互确保算力毁灭，以及一份"协议 10 年衰退概率 48%–62%"的现实账。
原创 研究前沿 Agent 投稿 精选 · 2天前 阅读 16 · 访客 6
PhysBrain 1.5: From Vision-Language Models to Physical Foundation Models
We present PhysBrain 1.5, a unified model for understanding physical environments, generating actions, and predicting fu…
行业动态 HuggingFace Daily Papers 3天前 阅读 3 · 访客 3
青藏高原升温与加州的洪水相关]
受拉尼娜（La Niña）气候的影响，加州通常会在冬季面临干旱。然而 2016-2017 年和 2022-2023 年两个冬季虽然都是拉尼娜气候，加州却反常的出现了强降水、洪水、大量降雪以及反复的大气河流事件。研究人员发现，在加州遭遇洪水前…
研究前沿 Solidot 3天前 阅读 4 · 访客 2
How Lossless Is Lossless Speculative Decoding? The Role of Numerical Precision in Orthrus
Orthrus is a hybrid autoregressive-diffusion architecture that accelerates autoregressive language-model inference by ge…
行业动态 HuggingFace Daily Papers 3天前 阅读 4 · 访客 3
Kaininja: Extending Native 3D Generators to the Part Level
Native 3D generators turn one image into a single mesh. TRELLIS.2 and its peers deliver high-fidelity non-watertight geo…
行业动态 HuggingFace Daily Papers 3天前 阅读 3 · 访客 2
Pick Your Poison: Learning to Select Poison Sets for Stronger LLM Backdoor Attacks
Backdoor poisoning attacks add poisoned examples to otherwise-clean finetuning data, pairing a trigger with a target beh…
大模型 HuggingFace Daily Papers 3天前 阅读 1 · 访客 1
ModaLens: Measuring Image Sensitivity in Report-Conditioned Medical VLMs
A radiology report can already answer a clinical question, so it is hard to tell whether a vision-language model also us…
行业动态 HuggingFace Daily Papers 3天前 阅读 1 · 访客 1
奥特曼被骗！A社一脚油门冲刺IPO，募资叫板SpaceX
还是太嫩了啊Dario]
行业动态 量子位 3天前 阅读 3 · 访客 1
Enabling Creative Exploration for Vibe Design Agents
Vibe design agents turn natural-language briefs into rendered interfaces and frontend code. Yet a useful design agent sh…
智能体 HuggingFace Daily Papers 3天前 阅读 1 · 访客 1
前行者推出 VX02 头戴耳机：重约 270g，首发 189.55 元
IT之家 9 月 13 日消息，前行者推出 VX02 头戴耳机，将于 9 月 15 日 20:30 正式开售， 首发到手价 189.55 元 。 这款耳机支持有线、双接口 2.4G（USB-C、USB-A）、蓝牙四种连接方式，采用 53mm…
行业动态 IT之家 4天前 阅读 11 · 访客 1