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投资两年，好不容易把整个组合做到浮盈59%，又一路跌到浮亏39%，前后98个百分点。 这个日本大哥同时持有日本股票和美国ETF，其中一只日股是铠侠，整个组合最高时，账面收益曾达到59%。 今年上半年，AI数据中心对存储芯片的需求不断升温，铠侠的股价也一路上涨，最高冲到了11.27万日元。 到了7月，市场开始担心AI投资过热，中国存储厂扩产也带来了价格竞争，半导体股集体下跌。 铠侠7月22日还收在6.43万日元，接下来三个交易日连续急跌，28日跌停，29日又跌13.85%，一周跌了约40%。 前期上涨时，铠侠的融资买盘也堆得很高，股价连续下跌后，部分投资者开始补保证金或减仓，又带来新的卖盘，日经平均也在28日和29日连续下跌，日本半导体股一起回撤。 他的组合就在这段时间跌到了最差的位置，最深时浮亏39%。 现在，铠侠已经反弹到5.37万日元，他仍然没有卖。 账户里还有美国ETF，他也担心美股的波动会让整个组合继续大起大落，但还是选择拿着。

OK let’s try this: ———————- Pretend you’re 5 and the algorithm is a smart robot that picks which toys (posts) to show you in your toy box (For You feed). The robot doesn’t just count how many times people already played with a toy (likes, reports, etc.). Instead, it looks at you and guesses: • “How likely is this kid to like this toy?” • “How likely is this kid to report this toy as yucky?” • “How long might this kid play with it?” Those guesses are little numbers between 0 and 1 (probabilities). The “weights” are like special multipliers the robot puts on those guesses: • A like-guess might get multiplied by a small number (like 0.5). • A report-guess might get multiplied by a big negative number (like –234). Then the robot adds all those multiplied guesses together to give the toy a final “yay or nay” score and sorts the toys by that score. Why the numbers look so big and why people get confused Reports almost never happen, so the robot’s “will you report this?” guess is usually a tiny number (like 0.0001). To make that tiny guess still matter a little bit in the final score, they give it a big multiplier. People sometimes look at the big number and think “1 report = 468 likes!” 
That’s wrong. It’s not counting real reports or real likes. It’s only multiplying the guesses the robot made about you. If the robot thinks you’re the kind of person who almost never reports anything, even a big weight on “report” barely moves the score. The whole thing is personalized to how you usually behave. The people who wrote the code even put big comments in the GitHub repo so no one (and no other robots) gets confused about this again. That’s the whole idea in kid words: the weights turn the robot’s personal guesses about you into a ranking, not a simple “count the hearts and flags.”

8.15梭哈晨报： 这美股挺有劲啊，一会的功夫就又给V起来，只能说兄弟们找到了价值投资的地方了，咱就说为啥自从炒币的进来后，美股的波动真的大的离谱了点。 1. $BTC 真没人在意了，波动小的令人抠脚，关键形式还不明朗，天天看100x没啥意义啊； 2. $ETH 天天对质押懂了小心思，各种讨论都和价格无关； 3. $SOL 基金会在不出来，要怀疑死了； 4.摩根大通因监管担忧终止与Polymarket的银行业务关系； 不出意外PM在一级市场已经遇冷了； 5.Tom Lee 希望在标普500指数达到8,000点之前出现10%的下跌，而比特币已经经历了一次； 这是畜生吗，这是他能希望的吗？ 6.摩根士丹利将贝莱德比特币ETF持股比例提高23%； 7.Cboe寻求SEC批准美国首批三倍杠杆比特币和以太坊ETF； 8.OCC 对特朗普支持的 World Liberty National Trust 银行给予有条件批准； 大统领的家族事业版图又大了； 9.白宫官员：尚未听闻任何延长停火的计划； 特朗普：很快将宣布霍尔木兹海峡为“美国领土”； 你们就可劲的炒油吧； 10.消息人士称，特朗普预计将出席与加密货币首席执行官在白宫的会面； 又准备来币圈赚点？ 11.美联储9月维持利率不变的概率为67.5%； 12.Kraken 母公司 Payward Q2 营收增长 17%； 这还能上市吗？ 13.特斯拉CEO马斯克去年薪酬达1583亿美元，约为员工中位数的252万倍； 你有没有搞错？ 14.美国德州要求数据中心承担电力成本，Galaxy等三家公司承诺遵守新监管标准； 真的缺电了咋办呢？ 15.沙特公共投资基金披露持有SpaceX 1.541亿股A类股； 原来大哥们都在跑步进场； -------------- 又到了存储需要饥渴的时候了吗各位，怎么CWW没人喊了，这个暴力清杠杆也是足够的牛逼只能说，当然跟着股神炒股的我也回本了😭。 #Bitcoin# #Ethereum# #Solana# #Crypto# #Nasdaq#

Spencer Haywood with a full introduction and explanation on why he is on the Red Carpet 😆 Watch the Class of 2026 Enshrinement Tip-Off Celebration and Awards Gala at 8:00pm/et on NBA TV and the NBA App. Tap to watch:

Elena Delle Donne poses on the Red Carpet 😀 Watch the Class of 2026 Enshrinement Tip-Off Celebration and Awards Gala at 8:00pm/et on NBA TV and the NBA App. Tap to watch:

Chamique Holdsclaw is in the building 🙌 Watch the Class of 2026 Enshrinement Tip-Off Celebration and Awards Gala begins at 8:00pm/et on NBA TV and the NBA App. Tap to watch:

Hosting duties for Hannah Storm (@HannahStormESPN) tonight 👏 The Class of 2026 Enshrinement Tip-Off Celebration and Awards Gala begins at 8:00pm/et on NBA TV and the NBA App. Tap to watch:

Paul Pierce rocking his @Hoophall orange jacket on the Red Carpet 😎 The Class of 2026 Enshrinement Tip-Off Celebration and Awards Gala begins at 8:00pm/et on NBA TV and the NBA App. Tap to watch:

Coach Mike D’Antoni getting some pictures taken on the Red Carpet 📸 The Class of 2026 Enshrinement Tip-Off Celebration and Awards Gala begins at 8:00pm/et on NBA TV and the NBA App. Tap to watch: