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歌、meta二季度优异表现给予其加大资本开支的信心，而广告业务优异表现也离不开零售消费业的贡献。以IPG旗下市场情报机构Magna去年底发布的报告来看，目前美国数字媒体市场本就处于历史级的上升周期之中，2024年“非周期性广告支出”（不包括奥运会或政治支出）增长8.9%，迎来了近20年最强劲的增长。根据eMarketer去年的预测来看，目前数字媒体投流中，零售行业断崖式领先，并且今年以来的增速尤为

年量化软件的普及，越来越多的新手涌入ETF量化领域。然而，由于缺乏实战经验，许多人在起步阶段容易陷入三个典型的误区。误区一：过度追求“完美回测”。新手往往花费大量时间在历史数据上反复调参，直到回测曲线呈现出完美的45度斜率。这在量化中被称为“过拟合”。过拟合的策略往往逻辑极其复杂，适应了历史数据中的随机噪音，但在2026年瞬息万变的实盘环境中，一旦市场风格稍有切换，这类策...

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