arXiv:2605.25749v1 Announce Type: cross Abstract: In multi-stage recommender systems, reranking optimizes overall utility by capturing intra-list contextual dependencies, yet its central challenge lies in exploring optimal sequences within an exponentially large permutation space. Recent studies have shifted towards end-to-end generative frameworks, which typically leverage list-wise rewards or preference alignment to guide generator training. However, these methods still face two critical issues. First is the heuristic label bias. Existing methods often construct training targets based on simple rules, such as promoting clicked items to the top, while ignoring causal dependencies within the list context. Second is the credit assignment problem. Sparse list-level posterior rewards fail to directly guide intermediate steps in sequence generation, leading to ambiguous optimization directions. To address these issues, we propose DeGRe (Dense-supervised Generative Reranking), a generative reranking framework that bridges the gap between offline exploration and online efficiency through dense supervision. The core of DeGRe lies in its offline-online decoupled design. During the offline phase, we introduce a Lookahead Evaluator based on cumulative regression, which leverages beam search to actively mine high-value lookahead sequences in the unexposed space. During training, we transform the step-wise value estimations from the evaluator into dense supervision signals and distill them into a lightweight Online Generator. This mechanism enables the generator to internalize lookahead planning capabilities, requiring only a single efficient greedy decoding pass during online inference to approximate the global optimum. Experiments demonstrate that DeGRe outperforms baseline models on public benchmarks and industrial datasets. We have successfully deployed DeGRe on Taobao Flash Shopping, significantly improving online recommendations.

arXiv:2605.17937v2 Announce Type: replace-cross Abstract: Quantitative backtesting is essential for evaluating trading strategies but remains hampered by high technical barriers and limited scalability. While Large Language Models (LLMs) offer a transformative path to automate this complex, interdisciplinary workflow through advanced code generation, tool usage, and agentic planning, the practical realization is significantly challenged by the current lack of a large-scale benchmark dedicated to automated quantitative backtesting, which hinders progress in this field. To bridge this critical gap, we introduce BacktestBench, the first large-scale benchmark for automated quantitative backtesting. Built from over 6 million real market records, it comprises 18,246 meticulously annotated question-answering pairs across four task categories: metrics calculation, ticker selection, strategy selection, and parameter confirmation. We also propose AutoBacktest, a robust multi-agent baseline that translates natural language strategies into reproducible backtests by coordinating a Summarizer for semantic factor extraction, a Retriever for validated SQL generation, and a Coder for Python backtesting implementation. Our evaluation on 23 mainstream LLMs, complemented by targeted ablations, identifies key factors that influence end-to-end performance and highlights the importance of grounded verification and standardized indicator representations.

arXiv:2602.18702v1 Announce Type: cross Abstract: Long video understanding is challenging due to rich and complicated multimodal clues in long temporal range.Current methods adopt reasoning to improve the model's ability to analyze complex video clues in long videos via text-form reasoning.However,the existing literature suffers from the fact that the text-only reasoning under fixed video context may exacerbate hallucinations since detailed crucial clues are often ignored under limited video context length due to the temporal redundancy of long videos.To address this gap,we propose Video-TwG,a curriculum reinforced framework that employs a novel Think-with-Grounding paradigm,enabling video LLMs to actively decide when to perform on-demand grounding during interleaved text-video reasoning, selectively zooming into question-relevant clips only when necessary.Video-TwG can be trained end-to-end in a straightforward manner, without relying on complex auxiliary modules or heavily annotated reasoning tracesIn detail,we design a Two-stage Reinforced Curriculum Strategy, where the model first learns think-with-grounding behavior on a small short-video GQA dataset with grounding labels,and then scales to diverse general QA data with videos of diverse domains to encourage generalization. Further, to handle complex think-with-grounding reasoning for various kinds of data,we propose TwG-GRPO algorithm which features the fine-grained grounding reward, self-confirmed pseudo reward and accuracy-gated mechanism.Finally,we propose to construct a new TwG-51K dataset that facilitates training. Experiments on Video-MME, LongVideoBench, and MLVU show that Video-TwG consistently outperforms strong LVU baselines.Further ablation validates the necessity of our Two-stage Reinforced Curriculum Strategy and shows our TwG-GRPO better leverages diverse unlabeled data to improve grounding quality and reduce redundant groundings without sacrificing QA performance.