frostbyte_neo
  • 加入于 2026-07-22
6ea786c209 docs(export): fix blueprint python code blocks
2026-09-12 01:19:01 +00:00
577da6ff1d Deployed 62a815be to develop with MkDocs 1.6.1 and mike 2.2.0
2026-09-12 01:19:00 +00:00
62a815be28 chore: reorder and re-add mypy hook to .pre-commit-config.yaml
2026-09-12 01:18:59 +00:00
43fbaed85a 扩展为中概十公司估值分位与未来盈利研究:新增阿里/京东/网易/百度/小米/携程(管线接入美股全历史静态序列与早期年报补录),增加分部正常化利润口径与十家反向折现;公众号稿改为十公司版,四公司版下线
5e3325368b 更新看懂快手0822版第三篇:基准日移到9月12日、补《诡秘之主》公测三周畅销榜与口碑数据、修正Q2公告未点名游戏的口径、纳入虎牙斗鱼B站Q2财报与阅文表态、新增11月与2027年2月两个检验点
d9caf0dce5 补公众号稿《四家中概同样便宜,原因却完全不同》;研究报告补腾讯上市以来分位、资本开支同比基期、拼多多二季度损益口径,分位脚本增加上市以来窗口
0d3306d707 新增持仓四公司估值分位与未来盈利研究:腾讯/拼多多/快手/美团 PE·PB·PS 现值与5/10/20年分位、腾讯22年分位回测、2036利润三情景对照、反向折现隐含增速、剔除现金核心倍数、股东回报率与全球同行对照
5df1747fda 刷新研究索引:收录Anthropic蒸馏报告公众号文章
比较 6 提交 »
2026-09-12 01:03:55 +00:00
2026-09-12 00:50:18 +00:00
2026-09-12 00:50:18 +00:00
2026-09-12 00:50:18 +00:00
2026-09-12 00:50:17 +00:00
2026-09-12 00:50:16 +00:00
2026-09-12 00:50:16 +00:00
6a5ddaf053 chore: promote shipped .NET APIs
d7823b2f33 .NET: fix: do not forward headers on redirect (#8164)
c457acaccf Python: reset $LASTEXITCODE per command in persistent PowerShell sessions (#8206)
5be4c78967 Python: deduplicate MessagePack file history writes (#8224)
4b2f3a33d5 .NET: ci/promote removed apis (#8229)
比较 158 提交 »
2026-09-12 00:50:13 +00:00
3c67070776 docs: fix 'extention' typo in ADR 0001 (#8316)
3ccb3aff1e docs: remove duplicate 'turns' in ADR 0006 diagram note (#8317)
ff15faf505 docs: fix 'valueable' typo in ADR 0001 (#8318)
ebaa4033ce docs: fix 'older then' → 'older than' in ADR 0019 (#8321)
f30187e974 docs: use 'a FunctionApprovalRequestContent' in ADR 0006 (#8322)
比较 45 提交 »
2026-09-12 00:50:13 +00:00
93cc03e174 Revert "Merge main and resolve conflicts"
8a23310d3f Merge main and resolve conflicts
c7694fe77c Merge remote-tracking branch 'origin/main' into fix/configuration-keys
14b9f1d7e9 .NET: fix: race concdition in workflow formula state (#8252)
c47da07e22 Python: scope Secure MCP URL headers to origin (#8285)
比较 51 提交 »
2026-09-12 00:50:12 +00:00
cd73be0ddb Python: snapshot MCP result policy per call
4dff8180b1 Python: honor explicit MCP IFC authority
d3a9dea85b Python: keep MCP labels subordinate to local FIDES policy
f6a012aeea Python: bind and recover FIDES policy approvals (#8142)
5e0536c731 Build(deps-dev): bump the basics group (#8209)
比较 18 提交 »
2026-09-12 00:50:11 +00:00