宏观切片-2026-09-28
Reading Time: 5 minutes【今日宏观量化切片】美联储净流动性监控、CFTC机构投机持仓分位、金油比避险定价及全球资产动量矩阵。
AwenDXB
宏观切片-2026-09-25
Reading Time: 5 minutes【今日宏观量化切片】美联储净流动性监控、CFTC机构投机持仓分位、金油比避险定价及全球资产动量矩阵。
宏观切片-2026-09-24
Reading Time: 5 minutes【今日宏观量化切片】美联储净流动性监控、CFTC机构投机持仓分位、金油比避险定价及全球资产动量矩阵。
Bare Ollama Is a Toy: Six Engineering Defenses for a Private Agent Stack
Reading Time: 9 minutesSix defenses drawn from real incidents: privilege, firewall paths, change control, caching. Plus the context policy that decides whether long tasks finish.
裸跑 Ollama 只是玩具：把单卡算力做成私有化 Agent 系统的六道工程防线
Reading Time: 16 minutes单卡跑起来只是开始。从一起 CVSS 9.1 的未鉴权漏洞讲起，把我自己踩过的六个坑提炼成可复用的防线，再讲清 27B 模型做长任务调度时真正卡住的地方。
本地模型值不值得跑：先算价格账，再决定
Reading Time: 8 minutes电价不是判据，残值和替代率才是。用 Apple 官方价、迪拜水电局电价和 Swappa 真实成交价算六年持有成本，得出打平所需的 API 支出增速，并给出应该反过来做的判断顺序。
Is Running a Local LLM Worth It? A Real Cost Account
Reading Time: 6 minutesElectricity is 8% of the bill; resale and substitution decide the rest. Six-year math from official prices, and the usage growth the machine needs.
宏观切片-2026-09-23
Reading Time: 5 minutes【今日宏观量化切片】美联储净流动性监控、CFTC机构投机持仓分位、金油比避险定价及全球资产动量矩阵。
宏观切片-2026-09-22
Reading Time: 5 minutes【今日宏观量化切片】美联储净流动性监控、CFTC机构投机持仓分位、金油比避险定价及全球资产动量矩阵。
宏观切片-2026-09-21
Reading Time: 5 minutes【今日宏观量化切片】美联储净流动性监控、CFTC机构投机持仓分位、金油比避险定价及全球资产动量矩阵。