IB Mathematics: Analysis & Approaches HL · 鼎睿学苑

Unit A4: Complex
Numbers
单元 A4:复数

The fourth sub-unit of Topic 1 (Number & Algebra). Master Cartesian, polar, and Euler forms; De Moivre's theorem; nth roots and roots of unity; and the conjugate root theorem for real polynomials. HL-heavy: most of this unit does not appear on the SL syllabus.Topic 1(数与代数)的第四个子单元。掌握笛卡尔形式(Cartesian form)、极坐标形式(polar form)与欧拉形式(Euler form);棣莫弗定理(De Moivre's theorem);n 次根与单位根(roots of unity);以及实系数多项式的共轭根定理(conjugate root theorem)。本单元偏 HL:绝大部分内容不在 SL 大纲中。

IB AA HL · Topic 1.12–1.14 Papers 1 · 2Paper 1 · 2 6 Concepts6 个核心概念 HL-only仅 HL

How to use this guide本指南使用说明

This guide is built to serve two students at once:本指南同时为两类学生设计:

!
If you're cramming如果你在临阵磨枪

Read only the dashed-gold "Cram-Mode Cheat" box at the top of each section, plus the formula boxes. Skim one worked example per section. Skip the expandable details. Take the practice quiz. That's a 35-minute pass.

只看每节顶端的金色虚线 "Cram-Mode Cheat" 速记框和公式框(formula box)。每节挑一道 worked example(例题)扫一眼,跳过 折叠的"深入"部分,做一次练习测验。约 35 分钟过完一遍。

If you're going for a 7如果你目标是 7 分

Read straight through. Open every ▸ Going deeper details block — that's where the De Moivre induction proof, the convergence of roots-of-unity sums, and the fundamental theorem of algebra context live. Re-do the quiz with no hints. Owning the geometry of multiplication in the Argand plane is what separates a 5 from a 7.

逐字读完。把每个 ▸ Going deeper(深入)折叠块都打开——棣莫弗定理(De Moivre's theorem)的归纳法证明、单位根求和的收敛、以及代数基本定理(fundamental theorem of algebra)的背景都在那里。再做一次测验,不看提示。真正吃透阿尔冈平面(Argand plane)上"乘法 = 旋转 + 缩放"的几何意义,就是 5 分与 7 分的分水岭。

HL flag The entire unit is HL on the AA syllabus — SL students do not see complex numbers at all. Inside the unit, callouts flagged HL+ highlight especially deep material (multiple-angle derivations from De Moivre, the fundamental theorem of algebra) that is unlikely on Paper 1 but routine on Paper 2 / Paper 3.整个单元在 AA 大纲中都是 HL——SL 学生完全不接触复数(complex number)。单元内标有 HL+ 的提示框表示更深层的内容(由棣莫弗定理推导的多倍角公式、代数基本定理),它们在 Paper 1 上较少出现,但在 Paper 2 / Paper 3 上很常见。
Paper note — calculator vs. no-calc Paper 1 (no-calc) tests exact-value manipulations: division by conjugate, polar form with "nice" arguments ($\pi/6, \pi/4, \pi/3, \pi/2$), De Moivre on small integer exponents. Paper 2 (calc) lets you use the GDC's complex mode — but you still need to set up the problem in the right form. Always double-check the GDC argument convention (most return values in $(-\pi, \pi]$).Paper 1(不可用计算器)考精确值的操作:用共轭(conjugate)做除法、"漂亮"辐角($\pi/6, \pi/4, \pi/3, \pi/2$)下的极坐标形式、小整数指数下的棣莫弗定理。Paper 2(可用计算器)允许使用 GDC 的复数模式,但你仍要把题目以正确的形式列出来。永远要核对 GDC 的辐角约定(大多返回 $(-\pi, \pi]$ 内的值)。

Cartesian Form笛卡尔形式 AHL 1.12

Define $i$ by $i^2 = -1$. Every complex number has a unique Cartesian form $z = a + bi$ with $a, b \in \mathbb{R}$. Add componentwise, multiply by FOIL using $i^2 = -1$, and divide by multiplying top and bottom by the conjugate $\bar{z} = a - bi$. The key identity is $$ z\bar{z} = a^2 + b^2 = |z|^2. $$ That single fact lets you rationalize any denominator in one step.
用 $i^2 = -1$ 定义虚数单位(imaginary unit)$i$。每个复数(complex number)都有唯一的笛卡尔形式Cartesian form)$z = a + bi$,其中 $a, b \in \mathbb{R}$。加法按分量相加,乘法用 FOIL 展开后把 $i^2 = -1$ 收掉;除法则把分子分母同乘共轭(conjugate)$\bar{z} = a - bi$。关键恒等式是 $$ z\bar{z} = a^2 + b^2 = |z|^2. $$ 凭这一条就能一步有理化任何分母。
Definition The imaginary unit is the symbol $i$ satisfying $i^2 = -1$. A complex number is an expression $z = a + bi$ where $a, b \in \mathbb{R}$. We call $a = \operatorname{Re}(z)$ the real part and $b = \operatorname{Im}(z)$ the imaginary part (note: $\operatorname{Im}(z)$ is a real number — the coefficient of $i$, not $bi$).
定义 虚数单位imaginary unit)是满足 $i^2 = -1$ 的符号 $i$。复数complex number)是形如 $z = a + bi$ 的表达式,其中 $a, b \in \mathbb{R}$。称 $a = \operatorname{Re}(z)$ 为实部,$b = \operatorname{Im}(z)$ 为虚部(注意:$\operatorname{Im}(z)$ 本身是一个实数——即 $i$ 的系数,而不是 $bi$)。

Equality and arithmetic相等与四则运算

Three rules (1) Equality. $a + bi = c + di \iff a = c \text{ and } b = d$. Two complex equations become two real equations.
(2) Addition. $(a + bi) + (c + di) = (a + c) + (b + d)i$ — componentwise.
(3) Multiplication. $(a + bi)(c + di) = (ac - bd) + (ad + bc)i$ — FOIL, then collapse $i^2 = -1$.
三条规则 (1)相等。$a + bi = c + di \iff a = c \text{ 且 } b = d$。一个复数方程拆成两个实方程。
(2)加法。$(a + bi) + (c + di) = (a + c) + (b + d)i$——按分量相加。
(3)乘法。$(a + bi)(c + di) = (ac - bd) + (ad + bc)i$——FOIL 展开后把 $i^2 = -1$ 收掉。
Conjugate & Modulus共轭与模
$$ \bar{z} = a - bi, \qquad |z| = \sqrt{a^2 + b^2}, \qquad z\bar{z} = |z|^2. $$
Why "multiply by the conjugate" works Multiplying numerator and denominator of $\dfrac{a + bi}{c + di}$ by $c - di$ turns the denominator into $(c + di)(c - di) = c^2 + d^2$ — a real number — so the result lands in Cartesian form. This is the complex analogue of rationalizing $\dfrac{1}{\sqrt{2} + 1}$ by multiplying by $\sqrt{2} - 1$.
为什么"乘以共轭"奏效 把 $\dfrac{a + bi}{c + di}$ 的分子分母同乘 $c - di$,分母变成 $(c + di)(c - di) = c^2 + d^2$——一个实数——所以结果落回笛卡尔形式(Cartesian form)。这是 $\dfrac{1}{\sqrt{2} + 1}$ 用 $\sqrt{2} - 1$ 有理化在复数下的对应。

Worked Example — Arithmetic in Cartesian form例题——笛卡尔形式下的运算

Problem: Let $z_1 = 3 + 2i$ and $z_2 = 1 - 4i$. Compute (a) $z_1 + z_2$, (b) $z_1 z_2$, (c) $\dfrac{z_1}{z_2}$, (d) $|z_1|$.

(a) Sum. $z_1 + z_2 = (3 + 1) + (2 - 4)i = 4 - 2i$.

(b) Product.

$$ z_1 z_2 = (3 + 2i)(1 - 4i) = 3 - 12i + 2i - 8i^2 = 3 - 10i + 8 = 11 - 10i. $$

(c) Quotient. Multiply top and bottom by $\bar{z}_2 = 1 + 4i$:

$$ \frac{z_1}{z_2} = \frac{(3 + 2i)(1 + 4i)}{(1 - 4i)(1 + 4i)} = \frac{3 + 12i + 2i + 8i^2}{1 + 16} = \frac{-5 + 14i}{17} = -\tfrac{5}{17} + \tfrac{14}{17} i. $$

(d) Modulus. $|z_1| = \sqrt{3^2 + 2^2} = \sqrt{13}$.

题目:设 $z_1 = 3 + 2i$,$z_2 = 1 - 4i$。计算 (a) $z_1 + z_2$,(b) $z_1 z_2$,(c) $\dfrac{z_1}{z_2}$,(d) $|z_1|$。

(a) 和。$z_1 + z_2 = (3 + 1) + (2 - 4)i = 4 - 2i$。

(b) 积。

$$ z_1 z_2 = (3 + 2i)(1 - 4i) = 3 - 12i + 2i - 8i^2 = 3 - 10i + 8 = 11 - 10i. $$

(c) 商。分子分母同乘 $\bar{z}_2 = 1 + 4i$:

$$ \frac{z_1}{z_2} = \frac{(3 + 2i)(1 + 4i)}{(1 - 4i)(1 + 4i)} = \frac{3 + 12i + 2i + 8i^2}{1 + 16} = \frac{-5 + 14i}{17} = -\tfrac{5}{17} + \tfrac{14}{17} i. $$

(d) 模(modulus)。$|z_1| = \sqrt{3^2 + 2^2} = \sqrt{13}$。

Conjugate identities共轭恒等式

The five must-know conjugate rules For any $z, w \in \mathbb{C}$: $$ \overline{z + w} = \bar{z} + \bar{w}, \qquad \overline{zw} = \bar{z}\bar{w}, \qquad \overline{\bar{z}} = z. $$ $$ z + \bar{z} = 2\operatorname{Re}(z), \qquad z - \bar{z} = 2i\operatorname{Im}(z). $$ The first two say "conjugation respects $+$ and $\times$" — so for any real polynomial $p$, $\overline{p(z)} = p(\bar z)$. That's the engine of the conjugate root theorem in §A4.6.
五条必背的共轭规则 对任意 $z, w \in \mathbb{C}$: $$ \overline{z + w} = \bar{z} + \bar{w}, \qquad \overline{zw} = \bar{z}\bar{w}, \qquad \overline{\bar{z}} = z. $$ $$ z + \bar{z} = 2\operatorname{Re}(z), \qquad z - \bar{z} = 2i\operatorname{Im}(z). $$ 前两条说"共轭(conjugate)保持 $+$ 与 $\times$"——所以对任何实系数多项式 $p$,都有 $\overline{p(z)} = p(\bar z)$。这正是 §A4.6 中共轭根定理(conjugate root theorem)的发动机。
▸ Going deeper — Why "$\mathbb{C}$ is a field" matters▸ 深入——"$\mathbb{C}$ 是一个域"为什么重要

The point of insisting that every non-zero complex number has a multiplicative inverse is that $\mathbb{C}$ is closed under division: every quotient lives in $\mathbb{C}$ again. The formula is

$$ \frac{1}{a + bi} = \frac{a - bi}{a^2 + b^2}, \qquad (a, b) \ne (0, 0). $$

This guarantees that all the algebra you know — polynomial long division, partial fractions, factoring — works over $\mathbb{C}$ exactly as it does over $\mathbb{R}$. The bonus is that $\mathbb{C}$ is also algebraically closed (every non-constant polynomial has a root) — that's the fundamental theorem of algebra. We'll see one consequence in §A4.6: a real polynomial of degree $n$ has exactly $n$ roots when complex roots are allowed.

One thing $\mathbb{C}$ loses compared to $\mathbb{R}$: there is no consistent ordering "$z < w$" that respects arithmetic. So inequalities only ever apply to real quantities — modulus, real part, imaginary part — not to complex numbers themselves.

之所以坚持每个非零复数都有乘法逆元,是因为 $\mathbb{C}$ 对除法封闭:任何商仍属于 $\mathbb{C}$。具体公式是

$$ \frac{1}{a + bi} = \frac{a - bi}{a^2 + b^2}, \qquad (a, b) \ne (0, 0). $$

这保证了你熟悉的所有代数——多项式长除法、部分分式、因式分解——在 $\mathbb{C}$ 上的运作方式与 $\mathbb{R}$ 上完全一致。额外的好处是 $\mathbb{C}$ 还是代数封闭的(任何非常数多项式都有根)——这就是代数基本定理(fundamental theorem of algebra)。§A4.6 中会看到一个推论:$n$ 次实系数多项式在允许复根时恰好有 $n$ 个根。

$\mathbb{C}$ 相对于 $\mathbb{R}$ 也失去了一样东西:不存在与算术兼容的统一序"$z < w$"。所以不等式只能用于实量——模、实部、虚部——而不能用于复数本身。

Worked Example — Solving $z^2 = w$ in Cartesian form例题——在笛卡尔形式下解 $z^2 = w$

Problem: Find all $z \in \mathbb{C}$ such that $z^2 = 3 + 4i$.

Set up. Let $z = a + bi$. Then $z^2 = (a^2 - b^2) + 2abi$. Equate real and imaginary parts:

$$ a^2 - b^2 = 3, \qquad 2ab = 4 \;\Rightarrow\; ab = 2. $$

Solve. From $ab = 2$: $b = 2/a$. Substitute:

$$ a^2 - \tfrac{4}{a^2} = 3 \;\Rightarrow\; a^4 - 3a^2 - 4 = 0 \;\Rightarrow\; (a^2 - 4)(a^2 + 1) = 0. $$

Real solutions: $a^2 = 4$, so $a = \pm 2$. Then $b = 2/a$, giving $z = 2 + i$ or $z = -2 - i$.

Check. $(2 + i)^2 = 4 + 4i + i^2 = 3 + 4i$ ✓. Polar form (next section) gives the same answer in one line.

题目:求所有满足 $z^2 = 3 + 4i$ 的 $z \in \mathbb{C}$。

设元。设 $z = a + bi$。则 $z^2 = (a^2 - b^2) + 2abi$。让实部、虚部分别相等:

$$ a^2 - b^2 = 3, \qquad 2ab = 4 \;\Rightarrow\; ab = 2. $$

求解。由 $ab = 2$ 得 $b = 2/a$。代入:

$$ a^2 - \tfrac{4}{a^2} = 3 \;\Rightarrow\; a^4 - 3a^2 - 4 = 0 \;\Rightarrow\; (a^2 - 4)(a^2 + 1) = 0. $$

实数解:$a^2 = 4$,所以 $a = \pm 2$,再由 $b = 2/a$ 得 $z = 2 + i$ 或 $z = -2 - i$。

验证。$(2 + i)^2 = 4 + 4i + i^2 = 3 + 4i$ ✓。下一节的极坐标形式一行就能给出同样答案。

$\dfrac{2 + 3i}{1 - i}$ in the form $a + bi$ equals:$\dfrac{2 + 3i}{1 - i}$ 写成 $a + bi$ 形式等于:
A4.1
$-\tfrac{1}{2} + \tfrac{5}{2} i$
$\tfrac{1}{2} + \tfrac{5}{2} i$
$-\tfrac{1}{2} + \tfrac{5}{2} i$ (after multiplying by $\bar{z}_2$)(乘以 $\bar{z}_2$ 之后)
$2 + 3i$
Correct! Multiply top and bottom by $1 + i$: numerator $= (2+3i)(1+i) = 2+2i+3i+3i^2 = -1 + 5i$, denominator $= 1^2 + 1^2 = 2$. So the result is $-\tfrac{1}{2} + \tfrac{5}{2}i$.
正确!分子分母同乘 $1 + i$:分子 $= (2+3i)(1+i) = 2+2i+3i+3i^2 = -1 + 5i$,分母 $= 1^2 + 1^2 = 2$。所以结果是 $-\tfrac{1}{2} + \tfrac{5}{2}i$。
Multiply top and bottom by the conjugate $1 + i$: $(2+3i)(1+i) = -1 + 5i$, denominator $= 2$. Answer: $-\tfrac{1}{2} + \tfrac{5}{2}i$.
分子分母同乘共轭 $1 + i$:$(2+3i)(1+i) = -1 + 5i$,分母 $= 2$。答案:$-\tfrac{1}{2} + \tfrac{5}{2}i$。

Argand Diagram & Polar Form阿尔冈图与极坐标形式 AHL 1.13

Plot $z = a + bi$ at the point $(a, b)$ in the plane. Then $|z|$ is the distance from the origin and $\arg(z) = \theta$ is the angle from the positive real axis, measured counter-clockwise. The polar (modulus-argument) form is $$ z = r(\cos\theta + i\sin\theta) = r\operatorname{cis}\theta, \qquad r = |z|,\; \theta = \arg(z). $$ Conversions: $a = r\cos\theta$, $b = r\sin\theta$, $r = \sqrt{a^2 + b^2}$, $\tan\theta = b/a$ with quadrant care.
把 $z = a + bi$ 画在平面上点 $(a, b)$ 处。则 $|z|$ 是到原点的距离,$\arg(z) = \theta$ 是从正实轴起逆时针测量的角度。极坐标(模-辐角)形式polar form / modulus-argument form)为 $$ z = r(\cos\theta + i\sin\theta) = r\operatorname{cis}\theta, \qquad r = |z|,\; \theta = \arg(z). $$ 互换公式:$a = r\cos\theta$,$b = r\sin\theta$,$r = \sqrt{a^2 + b^2}$,$\tan\theta = b/a$(必须留意象限)。
The Argand diagram The complex plane has the real axis horizontal and the imaginary axis vertical. The number $z = a + bi$ corresponds to the point $(a, b)$ — equivalently, the position vector $\binom{a}{b}$. Addition of complex numbers is then vector addition: $(z_1 + z_2)$ is the tip of the parallelogram built from $z_1$ and $z_2$. Multiplication is not coordinate-wise — its geometric meaning (rotation + scaling) is unlocked by polar form.
阿尔冈图 复平面以实轴为水平轴、虚轴为垂直轴。复数 $z = a + bi$ 对应点 $(a, b)$——也即位置向量 $\binom{a}{b}$。这样复数的加法就是向量加法:$(z_1 + z_2)$ 在以 $z_1$、$z_2$ 为邻边的平行四边形的顶端。乘法不是按分量相乘——其几何意义(旋转 + 缩放)要靠极坐标形式(polar form)才能看清。
Re Im 0 z = a + bi a b θ r
Fig 1 — Argand diagram: $z = a + bi$ at $(a, b)$, modulus $r$, argument $\theta$.图 1——阿尔冈图(Argand diagram):$z = a + bi$ 位于 $(a, b)$,模为 $r$,辐角为 $\theta$。
Polar form极坐标形式
$$ z = r\bigl(\cos\theta + i\sin\theta\bigr) = r\operatorname{cis}\theta $$ $$ r = \sqrt{a^2 + b^2}, \qquad \cos\theta = \tfrac{a}{r}, \qquad \sin\theta = \tfrac{b}{r}. $$
Argument — beware the quadrant The principal argument $\arg(z)$ is conventionally in $(-\pi, \pi]$ (the IB convention; some books use $[0, 2\pi)$). The shortcut $\theta = \arctan(b/a)$ only works in quadrants I and IV (where $a > 0$). For quadrants II and III, add or subtract $\pi$:
QuadrantSign of $a, b$$\arg(z)$
I$a > 0, b \ge 0$$\arctan(b/a) \in [0, \pi/2)$
II$a < 0, b > 0$$\arctan(b/a) + \pi \in (\pi/2, \pi)$
III$a < 0, b < 0$$\arctan(b/a) - \pi \in (-\pi, -\pi/2)$
IV$a > 0, b < 0$$\arctan(b/a) \in (-\pi/2, 0)$
辐角——小心象限 主辐角(principal argument)$\arg(z)$ 通常取在 $(-\pi, \pi]$(IB 约定;有些书用 $[0, 2\pi)$)。捷径 $\theta = \arctan(b/a)$ 在第 I、IV 象限($a > 0$)成立。在第 II、III 象限要加或减 $\pi$:
象限$a, b$ 的符号$\arg(z)$
I$a > 0, b \ge 0$$\arctan(b/a) \in [0, \pi/2)$
II$a < 0, b > 0$$\arctan(b/a) + \pi \in (\pi/2, \pi)$
III$a < 0, b < 0$$\arctan(b/a) - \pi \in (-\pi, -\pi/2)$
IV$a > 0, b < 0$$\arctan(b/a) \in (-\pi/2, 0)$

Worked Example — Cartesian to polar例题——笛卡尔形式转极坐标形式

Problem: Express $z = -1 + i\sqrt{3}$ in polar form with $\theta \in (-\pi, \pi]$.

Modulus. $|z| = \sqrt{(-1)^2 + (\sqrt 3)^2} = \sqrt{1 + 3} = 2$.

Argument. $a = -1 < 0$, $b = \sqrt{3} > 0$ — quadrant II. Reference angle $\arctan(\sqrt{3}/1) = \pi/3$, so

$$ \theta = \pi - \pi/3 = \tfrac{2\pi}{3}. $$

Polar form. $z = 2\bigl(\cos\tfrac{2\pi}{3} + i\sin\tfrac{2\pi}{3}\bigr) = 2\operatorname{cis}\tfrac{2\pi}{3}$.

Sanity check. $2\cos(2\pi/3) = 2(-\tfrac{1}{2}) = -1$ ✓, $2\sin(2\pi/3) = 2(\tfrac{\sqrt 3}{2}) = \sqrt 3$ ✓.

题目:将 $z = -1 + i\sqrt{3}$ 写成极坐标形式,$\theta \in (-\pi, \pi]$。

模。$|z| = \sqrt{(-1)^2 + (\sqrt 3)^2} = \sqrt{1 + 3} = 2$。

辐角。$a = -1 < 0$,$b = \sqrt{3} > 0$——第 II 象限。参考角 $\arctan(\sqrt{3}/1) = \pi/3$,所以

$$ \theta = \pi - \pi/3 = \tfrac{2\pi}{3}. $$

极坐标形式。$z = 2\bigl(\cos\tfrac{2\pi}{3} + i\sin\tfrac{2\pi}{3}\bigr) = 2\operatorname{cis}\tfrac{2\pi}{3}$。

验证。$2\cos(2\pi/3) = 2(-\tfrac{1}{2}) = -1$ ✓,$2\sin(2\pi/3) = 2(\tfrac{\sqrt 3}{2}) = \sqrt 3$ ✓。

Worked Example — Polar to Cartesian例题——极坐标形式转笛卡尔形式

Problem: Write $z = 4\operatorname{cis}(-\tfrac{\pi}{6})$ in Cartesian form.

$$ z = 4\cos(-\tfrac{\pi}{6}) + 4i\sin(-\tfrac{\pi}{6}) = 4 \cdot \tfrac{\sqrt 3}{2} - 4i \cdot \tfrac{1}{2} = 2\sqrt 3 - 2i. $$

题目:将 $z = 4\operatorname{cis}(-\tfrac{\pi}{6})$ 写成笛卡尔形式。

$$ z = 4\cos(-\tfrac{\pi}{6}) + 4i\sin(-\tfrac{\pi}{6}) = 4 \cdot \tfrac{\sqrt 3}{2} - 4i \cdot \tfrac{1}{2} = 2\sqrt 3 - 2i. $$
▸ Going deeper — Why "$\tan\theta = b/a$" loses two quadrants▸ 深入——为什么"$\tan\theta = b/a$"会漏掉两个象限

The function $\arctan$ has range $(-\pi/2, \pi/2)$ — it can only return arguments in quadrants I and IV. But the four pairs $(a, b)$ and $(-a, -b)$ have the same ratio $b/a$, so $\arctan$ can't distinguish them. The fix is to track the sign of $a$ separately:

$$ \arg(z) = \begin{cases} \arctan(b/a) & a > 0 \\ \arctan(b/a) + \pi & a < 0, b \ge 0 \\ \arctan(b/a) - \pi & a < 0, b < 0 \\ \pi/2 & a = 0, b > 0 \\ -\pi/2 & a = 0, b < 0 \end{cases} $$

Programmers will recognize this as the atan2(b, a) function. The IB markscheme expects you to state which quadrant the point lies in before writing the argument — points are lost for naked $\arctan(b/a)$ when the answer should have been in quadrant II or III.

函数 $\arctan$ 的值域是 $(-\pi/2, \pi/2)$——只能返回第 I、IV 象限的辐角。但是 $(a, b)$ 与 $(-a, -b)$ 这两对的比值 $b/a$ 相同,所以 $\arctan$ 无法区分它们。解决办法是单独追踪 $a$ 的符号:

$$ \arg(z) = \begin{cases} \arctan(b/a) & a > 0 \\ \arctan(b/a) + \pi & a < 0, b \ge 0 \\ \arctan(b/a) - \pi & a < 0, b < 0 \\ \pi/2 & a = 0, b > 0 \\ -\pi/2 & a = 0, b < 0 \end{cases} $$

程序员会一眼认出这就是 atan2(b, a) 函数。IB 评分要求你在写下辐角之前要明确指出点位于哪个象限——若答案本应落在第 II 或第 III 象限却只写了裸的 $\arctan(b/a)$,会被扣分。

The principal argument of $z = -2 - 2i$ is:$z = -2 - 2i$ 的主辐角(principal argument)是:
A4.2
$\tfrac{\pi}{4}$
$-\tfrac{3\pi}{4}$
$\tfrac{3\pi}{4}$
$\tfrac{5\pi}{4}$
Correct! $a = -2 < 0$, $b = -2 < 0$ — quadrant III. Reference angle $\arctan(2/2) = \pi/4$, so $\arg = \pi/4 - \pi = -\tfrac{3\pi}{4}$ (in the principal range $(-\pi, \pi]$).
正确!$a = -2 < 0$,$b = -2 < 0$——第 III 象限。参考角 $\arctan(2/2) = \pi/4$,所以 $\arg = \pi/4 - \pi = -\tfrac{3\pi}{4}$(落在主辐角范围 $(-\pi, \pi]$ 内)。
Quadrant III means subtract $\pi$ from the reference angle: $\arg(-2-2i) = \pi/4 - \pi = -3\pi/4$. ($5\pi/4$ is the same direction but outside the principal range.)
第 III 象限要从参考角减去 $\pi$:$\arg(-2-2i) = \pi/4 - \pi = -3\pi/4$。($5\pi/4$ 方向相同,但不在主辐角范围内。)

Euler Form & Multiplication欧拉形式与乘法 HL AHL 1.13

Euler's formula: $e^{i\theta} = \cos\theta + i\sin\theta$. So every complex number can be written as $$ z = r e^{i\theta}, \qquad r \ge 0,\;\theta \in \mathbb{R}. $$ In Euler form, multiplication is rotation + scaling: $$ z_1 z_2 = r_1 r_2 \, e^{i(\theta_1 + \theta_2)}, \qquad \frac{z_1}{z_2} = \frac{r_1}{r_2} e^{i(\theta_1 - \theta_2)}. $$ Multiplying by $e^{i\alpha}$ rotates by $\alpha$. Multiplying by a real $r > 0$ scales by $r$. That single picture is half of the unit.
欧拉公式(Euler's formula):$e^{i\theta} = \cos\theta + i\sin\theta$。因此每个复数都可以写成欧拉形式(Euler form): $$ z = r e^{i\theta}, \qquad r \ge 0,\;\theta \in \mathbb{R}. $$ 在欧拉形式下,乘法即旋转 + 伸缩: $$ z_1 z_2 = r_1 r_2 \, e^{i(\theta_1 + \theta_2)}, \qquad \frac{z_1}{z_2} = \frac{r_1}{r_2} e^{i(\theta_1 - \theta_2)}. $$ 乘以 $e^{i\alpha}$ 即旋转 $\alpha$;乘以实数 $r > 0$ 即按 $r$ 倍伸缩。这一张图就占了本单元的一半内容。
Three equivalent forms For one complex number $z$ with modulus $r$ and argument $\theta$:
FormExpressionBest for
Cartesian$z = a + bi$Adding, subtracting, equating to a real polynomial.
Polar (cis)$z = r\operatorname{cis}\theta$Reading off $r$ and $\theta$ by inspection.
Euler$z = re^{i\theta}$Multiplying, dividing, raising to powers, taking roots.
三种等价形式 对模为 $r$、辐角为 $\theta$ 的同一个复数 $z$:
形式表达式最适合
笛卡尔(Cartesian$z = a + bi$加法、减法,与实多项式比较系数。
极坐标 cis(polar$z = r\operatorname{cis}\theta$直接读出 $r$ 与 $\theta$。
欧拉(Euler$z = re^{i\theta}$乘法、除法、乘方、开根。
Multiplication & Division in polar/Euler form极坐标 / 欧拉形式下的乘法与除法
$$ z_1 z_2 = r_1 r_2 \,\operatorname{cis}(\theta_1 + \theta_2) = r_1 r_2 \, e^{i(\theta_1 + \theta_2)} $$ $$ \frac{z_1}{z_2} = \frac{r_1}{r_2}\,\operatorname{cis}(\theta_1 - \theta_2) = \frac{r_1}{r_2}\, e^{i(\theta_1 - \theta_2)} $$

"Moduli multiply, arguments add.""模相乘,辐角相加。"

Conjugate & reciprocal in Euler form $$ \overline{re^{i\theta}} = r e^{-i\theta}, \qquad \frac{1}{re^{i\theta}} = \frac{1}{r} e^{-i\theta} \;\; (r > 0). $$ So conjugation reflects across the real axis (negate the argument); taking the reciprocal both reflects and rescales by $1/r$. If $|z| = 1$, then $1/z = \bar z$ — a constant gem for unit-modulus problems.
欧拉形式下的共轭与倒数 $$ \overline{re^{i\theta}} = r e^{-i\theta}, \qquad \frac{1}{re^{i\theta}} = \frac{1}{r} e^{-i\theta} \;\; (r > 0). $$ 因此共轭(conjugate)即关于实轴对称(辐角取反);倒数则既对称又按 $1/r$ 缩放。若 $|z| = 1$,则 $1/z = \bar z$——这是单位模问题中的常用结论。
Re Im z₁ z₂ z₁z₂ θ₁ θ₂
Fig 2 — Multiplication in the Argand plane: $z_1 z_2$ has modulus $|z_1||z_2|$ and argument $\theta_1 + \theta_2$.图 2——阿尔冈平面上的乘法:$z_1 z_2$ 的模为 $|z_1||z_2|$,辐角为 $\theta_1 + \theta_2$。

Worked Example — Multiplication via polar form例题——用极坐标形式相乘

Problem: Let $z_1 = \sqrt 2 \,\operatorname{cis}\tfrac{\pi}{4}$ and $z_2 = 3\operatorname{cis}\tfrac{\pi}{6}$. Find $z_1 z_2$ in Cartesian form.

Multiply in polar. $r_1 r_2 = 3\sqrt 2$, $\theta_1 + \theta_2 = \tfrac{\pi}{4} + \tfrac{\pi}{6} = \tfrac{5\pi}{12}$. So

$$ z_1 z_2 = 3\sqrt 2 \,\operatorname{cis}\tfrac{5\pi}{12}. $$

Convert. Use the exact values $\cos\tfrac{5\pi}{12} = \tfrac{\sqrt 6 - \sqrt 2}{4}$, $\sin\tfrac{5\pi}{12} = \tfrac{\sqrt 6 + \sqrt 2}{4}$. Then

$$ z_1 z_2 = 3\sqrt 2 \cdot \tfrac{\sqrt 6 - \sqrt 2}{4} + 3\sqrt 2 i \cdot \tfrac{\sqrt 6 + \sqrt 2}{4} = \tfrac{3(\sqrt{12} - 2)}{4} + i\tfrac{3(\sqrt{12} + 2)}{4} = \tfrac{6\sqrt 3 - 6}{4} + i\tfrac{6\sqrt 3 + 6}{4}. $$

Simplify: $z_1 z_2 = \tfrac{3}{2}(\sqrt 3 - 1) + \tfrac{3}{2}(\sqrt 3 + 1) i$. (You can double-check by multiplying the Cartesian forms $z_1 = 1 + i$ and $z_2 = \tfrac{3\sqrt 3}{2} + \tfrac{3}{2} i$ — same answer.)

题目:设 $z_1 = \sqrt 2 \,\operatorname{cis}\tfrac{\pi}{4}$,$z_2 = 3\operatorname{cis}\tfrac{\pi}{6}$。求 $z_1 z_2$ 的笛卡尔形式。

在极坐标中相乘。$r_1 r_2 = 3\sqrt 2$,$\theta_1 + \theta_2 = \tfrac{\pi}{4} + \tfrac{\pi}{6} = \tfrac{5\pi}{12}$。故

$$ z_1 z_2 = 3\sqrt 2 \,\operatorname{cis}\tfrac{5\pi}{12}. $$

转换为笛卡尔形式。使用精确值 $\cos\tfrac{5\pi}{12} = \tfrac{\sqrt 6 - \sqrt 2}{4}$,$\sin\tfrac{5\pi}{12} = \tfrac{\sqrt 6 + \sqrt 2}{4}$:

$$ z_1 z_2 = 3\sqrt 2 \cdot \tfrac{\sqrt 6 - \sqrt 2}{4} + 3\sqrt 2 i \cdot \tfrac{\sqrt 6 + \sqrt 2}{4} = \tfrac{3(\sqrt{12} - 2)}{4} + i\tfrac{3(\sqrt{12} + 2)}{4} = \tfrac{6\sqrt 3 - 6}{4} + i\tfrac{6\sqrt 3 + 6}{4}. $$

化简:$z_1 z_2 = \tfrac{3}{2}(\sqrt 3 - 1) + \tfrac{3}{2}(\sqrt 3 + 1) i$。(也可以把笛卡尔形式 $z_1 = 1 + i$ 与 $z_2 = \tfrac{3\sqrt 3}{2} + \tfrac{3}{2} i$ 直接相乘验证——答案相同。)

Worked Example — Quotient as rotation例题——商即旋转

Problem: Let $z = 4 e^{i\,\pi/3}$ and $w = 2 e^{i\,\pi/6}$. Find $z/w$ and $w/z$.

$$ \frac{z}{w} = \frac{4}{2} e^{i(\pi/3 - \pi/6)} = 2 e^{i\,\pi/6}, \qquad \frac{w}{z} = \tfrac{1}{2} e^{i(\pi/6 - \pi/3)} = \tfrac{1}{2} e^{-i\,\pi/6}. $$

Note that $w/z = 1/(z/w)$, just as you'd hope: moduli reciprocate, arguments negate.

题目:设 $z = 4 e^{i\,\pi/3}$,$w = 2 e^{i\,\pi/6}$。求 $z/w$ 与 $w/z$。

$$ \frac{z}{w} = \frac{4}{2} e^{i(\pi/3 - \pi/6)} = 2 e^{i\,\pi/6}, \qquad \frac{w}{z} = \tfrac{1}{2} e^{i(\pi/6 - \pi/3)} = \tfrac{1}{2} e^{-i\,\pi/6}. $$

注意 $w/z = 1/(z/w)$,正如所期望的:模取倒数,辐角取反。

▸ Going deeper — Where does Euler's formula come from?▸ 深入——欧拉公式从何而来?

One clean route uses the Maclaurin (Taylor at $0$) series:

$$ e^x = \sum_{n=0}^{\infty} \frac{x^n}{n!}, \qquad \cos x = \sum_{n=0}^{\infty} \frac{(-1)^n x^{2n}}{(2n)!}, \qquad \sin x = \sum_{n=0}^{\infty} \frac{(-1)^n x^{2n+1}}{(2n+1)!}. $$

Plug $x = i\theta$ into the exponential series. The powers cycle: $i^0 = 1,\, i^1 = i,\, i^2 = -1,\, i^3 = -i$, and back to $1$. Splitting even-index from odd-index terms:

$$ e^{i\theta} = \underbrace{\sum_{n=0}^{\infty}\frac{(-1)^n \theta^{2n}}{(2n)!}}_{\cos\theta} + i\underbrace{\sum_{n=0}^{\infty}\frac{(-1)^n \theta^{2n+1}}{(2n+1)!}}_{\sin\theta} = \cos\theta + i\sin\theta. $$

A second route (more suited to a Paper 3): show that the function $f(\theta) = (\cos\theta + i\sin\theta) \cdot e^{-i\theta}$ has derivative $0$ everywhere (using the chain rule and the trig derivatives), so $f$ is constant; check $f(0) = 1$ to conclude $f \equiv 1$. Either way, the multiplicative-additive translation $e^{i(\alpha + \beta)} = e^{i\alpha} e^{i\beta}$ is exactly the trig product-to-sum identity for cosine and sine — Euler's formula is the angle-addition formula in disguise.

One-line corollary (Euler's identity). Setting $\theta = \pi$: $e^{i\pi} + 1 = 0$. The five most important constants of mathematics in a single equation.

一种简洁的推导是利用麦克劳林(在 $0$ 处的泰勒)级数:

$$ e^x = \sum_{n=0}^{\infty} \frac{x^n}{n!}, \qquad \cos x = \sum_{n=0}^{\infty} \frac{(-1)^n x^{2n}}{(2n)!}, \qquad \sin x = \sum_{n=0}^{\infty} \frac{(-1)^n x^{2n+1}}{(2n+1)!}. $$

把 $x = i\theta$ 代入指数级数。$i$ 的幂呈循环:$i^0 = 1,\, i^1 = i,\, i^2 = -1,\, i^3 = -i$,再回到 $1$。将偶数项与奇数项分开:

$$ e^{i\theta} = \underbrace{\sum_{n=0}^{\infty}\frac{(-1)^n \theta^{2n}}{(2n)!}}_{\cos\theta} + i\underbrace{\sum_{n=0}^{\infty}\frac{(-1)^n \theta^{2n+1}}{(2n+1)!}}_{\sin\theta} = \cos\theta + i\sin\theta. $$

第二种路径(更适合 Paper 3):证明函数 $f(\theta) = (\cos\theta + i\sin\theta) \cdot e^{-i\theta}$ 处处导数为 $0$(用链式法则与三角函数导数),故 $f$ 为常数;再由 $f(0) = 1$ 得 $f \equiv 1$。无论哪种方式,"乘法换成加法" 的恒等式 $e^{i(\alpha + \beta)} = e^{i\alpha} e^{i\beta}$ 恰好就是余弦与正弦的积化和差公式——欧拉公式本质上就是角度加法公式的另一种伪装。

一行推论(欧拉恒等式 Euler's identity)。取 $\theta = \pi$:$e^{i\pi} + 1 = 0$。数学中最重要的五个常数在一个方程里相遇。

If $z = 2 e^{i\pi/3}$ and $w = 3 e^{-i\pi/4}$, then $\arg(zw)$ is:若 $z = 2 e^{i\pi/3}$,$w = 3 e^{-i\pi/4}$,则 $\arg(zw)$ 为
A4.3
$\tfrac{\pi}{12}$
$\tfrac{7\pi}{12}$
$-\tfrac{\pi}{12}$
$\tfrac{\pi}{4}$
Correct! Arguments add: $\pi/3 + (-\pi/4) = 4\pi/12 - 3\pi/12 = \pi/12$. Modulus would be $6$.
正确!辐角相加:$\pi/3 + (-\pi/4) = 4\pi/12 - 3\pi/12 = \pi/12$。模为 $6$。
Multiplication adds arguments: $\arg(zw) = \pi/3 - \pi/4 = \pi/12$. ($7\pi/12$ would be the sum if both arguments were positive.)
乘法时辐角相加:$\arg(zw) = \pi/3 - \pi/4 = \pi/12$。($7\pi/12$ 是两辐角都为正时的和。)

De Moivre's Theorem棣莫弗定理 HL AHL 1.14

For every integer $n$: $$ \bigl(\cos\theta + i\sin\theta\bigr)^n = \cos(n\theta) + i\sin(n\theta), $$ or equivalently $\bigl(re^{i\theta}\bigr)^n = r^n e^{i\,n\theta}$. Raising to the $n$-th power multiplies the argument by $n$ and raises the modulus to the $n$-th. Two big uses: computing $(1 + i)^{10}$ in one line, and deriving multiple-angle identities for $\cos(n\theta)$ and $\sin(n\theta)$.
棣莫弗定理(De Moivre's theorem)——对所有整数 $n$: $$ \bigl(\cos\theta + i\sin\theta\bigr)^n = \cos(n\theta) + i\sin(n\theta), $$ 等价地 $\bigl(re^{i\theta}\bigr)^n = r^n e^{i\,n\theta}$。乘 $n$ 次方时辐角乘以 $n$模取 $n$ 次方。两大用途:一行算出 $(1 + i)^{10}$;推导 $\cos(n\theta)$ 与 $\sin(n\theta)$ 的多倍角恒等式。
De Moivre's Theorem棣莫弗定理
$$ \bigl(\cos\theta + i\sin\theta\bigr)^n = \cos(n\theta) + i\sin(n\theta), \quad n \in \mathbb{Z}. $$ $$ \bigl(re^{i\theta}\bigr)^n = r^n e^{i\,n\theta}, \quad r > 0, n \in \mathbb{Z}. $$
▸ Going deeper — Proof of De Moivre by induction▸ 深入——用数学归纳法证明棣莫弗定理 HL+

Statement. For every positive integer $n$, $\bigl(\cos\theta + i\sin\theta\bigr)^n = \cos(n\theta) + i\sin(n\theta)$.

Base case ($n = 1$). Both sides equal $\cos\theta + i\sin\theta$. ✓

Inductive step. Assume the identity holds for $n = k$. Then

$$ \begin{aligned} \bigl(\cos\theta + i\sin\theta\bigr)^{k+1} &= \bigl(\cos\theta + i\sin\theta\bigr)^k \cdot \bigl(\cos\theta + i\sin\theta\bigr) \\ &\stackrel{(IH)}{=} \bigl(\cos(k\theta) + i\sin(k\theta)\bigr) \cdot \bigl(\cos\theta + i\sin\theta\bigr) \\ &= \cos(k\theta)\cos\theta - \sin(k\theta)\sin\theta + i\bigl(\sin(k\theta)\cos\theta + \cos(k\theta)\sin\theta\bigr) \\ &= \cos\bigl((k+1)\theta\bigr) + i\sin\bigl((k+1)\theta\bigr), \end{aligned} $$

using the angle-addition formulas for cosine and sine in the last step. By induction the identity holds for all $n \ge 1$. (For $n = 0$ both sides equal $1$; for $n < 0$, write $\bigl(\cos\theta + i\sin\theta\bigr)^{-1} = \cos\theta - i\sin\theta = \cos(-\theta) + i\sin(-\theta)$ and apply the positive case.)

Why the proof "feels right." In Euler form the statement is $\bigl(e^{i\theta}\bigr)^n = e^{i\,n\theta}$, which is just the law of exponents — once you accept Euler's formula, De Moivre is one line. The induction proof is what you write when the question asks you to prove it without assuming Euler.

命题。对每个正整数 $n$,$\bigl(\cos\theta + i\sin\theta\bigr)^n = \cos(n\theta) + i\sin(n\theta)$。

基础步骤($n = 1$)。两边都等于 $\cos\theta + i\sin\theta$。 ✓

归纳步骤。假设当 $n = k$ 时恒等式成立。则

$$ \begin{aligned} \bigl(\cos\theta + i\sin\theta\bigr)^{k+1} &= \bigl(\cos\theta + i\sin\theta\bigr)^k \cdot \bigl(\cos\theta + i\sin\theta\bigr) \\ &\stackrel{(IH)}{=} \bigl(\cos(k\theta) + i\sin(k\theta)\bigr) \cdot \bigl(\cos\theta + i\sin\theta\bigr) \\ &= \cos(k\theta)\cos\theta - \sin(k\theta)\sin\theta + i\bigl(\sin(k\theta)\cos\theta + \cos(k\theta)\sin\theta\bigr) \\ &= \cos\bigl((k+1)\theta\bigr) + i\sin\bigl((k+1)\theta\bigr), \end{aligned} $$

最后一步用了余弦与正弦的角度加法公式。由归纳原理,恒等式对所有 $n \ge 1$ 成立。($n = 0$ 时两边均为 $1$;$n < 0$ 时,写 $\bigl(\cos\theta + i\sin\theta\bigr)^{-1} = \cos\theta - i\sin\theta = \cos(-\theta) + i\sin(-\theta)$,再套用正整数情形。)

为什么这个证明"自然"。在欧拉形式下,命题就是 $\bigl(e^{i\theta}\bigr)^n = e^{i\,n\theta}$,这只不过是指数律——一旦承认欧拉公式,棣莫弗定理就只剩一行。归纳法证明是假设欧拉公式时该写的版本。

Worked Example — Compute $(1 + i)^{10}$例题——计算 $(1 + i)^{10}$

Problem: Find $(1 + i)^{10}$ in Cartesian form.

Polar form. $|1 + i| = \sqrt 2$, $\arg(1+i) = \pi/4$, so $1 + i = \sqrt 2 \, e^{i\pi/4}$.

Apply De Moivre.

$$ (1 + i)^{10} = \bigl(\sqrt 2\bigr)^{10} e^{i\cdot 10\pi/4} = 32 \, e^{i\,5\pi/2}. $$

Reduce the argument. $5\pi/2 = 2\pi + \pi/2$, so $e^{i\,5\pi/2} = e^{i\pi/2} = i$.

Answer. $(1 + i)^{10} = 32i$.

Try this with the binomial theorem and you'll see why De Moivre is worth the polar conversion.

题目:求 $(1 + i)^{10}$ 的笛卡尔形式。

极坐标形式。$|1 + i| = \sqrt 2$,$\arg(1+i) = \pi/4$,故 $1 + i = \sqrt 2 \, e^{i\pi/4}$。

应用棣莫弗定理(De Moivre's theorem)。

$$ (1 + i)^{10} = \bigl(\sqrt 2\bigr)^{10} e^{i\cdot 10\pi/4} = 32 \, e^{i\,5\pi/2}. $$

化简辐角。$5\pi/2 = 2\pi + \pi/2$,所以 $e^{i\,5\pi/2} = e^{i\pi/2} = i$。

答案。$(1 + i)^{10} = 32i$。

试着用二项式定理算一遍,就明白为何"换到极坐标再算"是值得的。

Worked Example — Triple-angle formula例题——三倍角公式 HL+

Problem: Use De Moivre to derive $\cos(3\theta)$ and $\sin(3\theta)$ in terms of $\cos\theta$ and $\sin\theta$.

Expand both sides of De Moivre with $n = 3$. Left side: by the binomial theorem,

$$ (\cos\theta + i\sin\theta)^3 = \cos^3\theta + 3i\cos^2\theta\sin\theta + 3i^2\cos\theta\sin^2\theta + i^3\sin^3\theta. $$

Using $i^2 = -1$, $i^3 = -i$:

$$ = \bigl(\cos^3\theta - 3\cos\theta\sin^2\theta\bigr) + i\bigl(3\cos^2\theta\sin\theta - \sin^3\theta\bigr). $$

Right side is $\cos(3\theta) + i\sin(3\theta)$. Match real and imaginary parts:

$$ \cos(3\theta) = \cos^3\theta - 3\cos\theta\sin^2\theta, \qquad \sin(3\theta) = 3\cos^2\theta\sin\theta - \sin^3\theta. $$

Using $\sin^2\theta = 1 - \cos^2\theta$, the first identity becomes $\cos(3\theta) = 4\cos^3\theta - 3\cos\theta$. Likewise, $\sin(3\theta) = 3\sin\theta - 4\sin^3\theta$. Two classical identities falling out of De Moivre in three lines.

题目:用棣莫弗定理推出 $\cos(3\theta)$ 与 $\sin(3\theta)$ 用 $\cos\theta$、$\sin\theta$ 表示的公式。

对 $n = 3$ 展开两边。左边——由二项式定理(binomial theorem):

$$ (\cos\theta + i\sin\theta)^3 = \cos^3\theta + 3i\cos^2\theta\sin\theta + 3i^2\cos\theta\sin^2\theta + i^3\sin^3\theta. $$

代入 $i^2 = -1$、$i^3 = -i$:

$$ = \bigl(\cos^3\theta - 3\cos\theta\sin^2\theta\bigr) + i\bigl(3\cos^2\theta\sin\theta - \sin^3\theta\bigr). $$

右边为 $\cos(3\theta) + i\sin(3\theta)$。比较实部与虚部:

$$ \cos(3\theta) = \cos^3\theta - 3\cos\theta\sin^2\theta, \qquad \sin(3\theta) = 3\cos^2\theta\sin\theta - \sin^3\theta. $$

由 $\sin^2\theta = 1 - \cos^2\theta$,第一个恒等式化为 $\cos(3\theta) = 4\cos^3\theta - 3\cos\theta$;同理 $\sin(3\theta) = 3\sin\theta - 4\sin^3\theta$。两条经典恒等式三行从棣莫弗定理推出。

Exam pattern — "Find $z^n$" (1) Convert $z$ to polar form (modulus + argument). (2) Raise: modulus to the $n$-th, multiply argument by $n$. (3) Reduce the argument mod $2\pi$ to the principal range. (4) Convert back to Cartesian if asked. The whole flow takes about 90 seconds once practised; you save several minutes vs. expanding the binomial.
考试套路——"求 $z^n$" (1) 把 $z$ 化为极坐标形式(模 + 辐角)。(2) 乘方:模取 $n$ 次方,辐角乘以 $n$。(3) 将辐角对 $2\pi$ 取模、归到主辐角范围。(4) 若题目要求,再转回笛卡尔形式。熟练后整个流程约 90 秒;相比展开二项式可省好几分钟。
$(\sqrt{3} + i)^6$ equals:$(\sqrt{3} + i)^6$ 等于
A4.4
$-64i$
$64$
$-64$
$64i$
Correct! Polar: $|\sqrt 3 + i| = 2$, $\arg = \pi/6$. So $(\sqrt 3 + i)^6 = 2^6 e^{i\pi} = 64(-1) = -64$.
正确!极坐标:$|\sqrt 3 + i| = 2$,$\arg = \pi/6$。故 $(\sqrt 3 + i)^6 = 2^6 e^{i\pi} = 64(-1) = -64$。
$\sqrt 3 + i = 2e^{i\pi/6}$, so $(\sqrt 3 + i)^6 = 2^6 e^{i\pi} = -64$. (You get $64$ only if you forgot $e^{i\pi} = -1$.)
$\sqrt 3 + i = 2e^{i\pi/6}$,所以 $(\sqrt 3 + i)^6 = 2^6 e^{i\pi} = -64$。(若忘了 $e^{i\pi} = -1$ 会算成 $64$。)

Roots of Complex Numbers复数的根 HL AHL 1.14

The $n$ distinct $n$-th roots of $z = re^{i\theta}$ are $$ w_k = r^{1/n} \, e^{i(\theta + 2\pi k)/n}, \qquad k = 0, 1, 2, \ldots, n - 1. $$ They sit on a circle of radius $r^{1/n}$, equally spaced by $2\pi/n$. The $n$-th roots of unity (the case $z = 1$) are $e^{2\pi i k/n}$, $k = 0, \ldots, n-1$ — they form a regular $n$-gon on the unit circle.
$z = re^{i\theta}$ 的 $n$ 个不同的 $n$ 次根(n-th roots)为 $$ w_k = r^{1/n} \, e^{i(\theta + 2\pi k)/n}, \qquad k = 0, 1, 2, \ldots, n - 1. $$ 它们位于半径为 $r^{1/n}$ 的圆上,按 $2\pi/n$ 等间距分布。$n$ 次单位根(roots of unity(即 $z = 1$ 的情形)为 $e^{2\pi i k/n}$,$k = 0, \ldots, n-1$——它们构成单位圆上的正 $n$ 边形。
Why $n$ roots, and why this formula Write the unknown root as $w = se^{i\varphi}$. Then $w^n = s^n e^{i n\varphi}$. Setting $w^n = re^{i\theta}$ forces $s^n = r$ (so $s = r^{1/n}$, the positive real $n$-th root) and $n\varphi = \theta + 2\pi k$ for some integer $k$. As $k$ ranges over $0, 1, \ldots, n-1$ we hit $n$ distinct arguments (in the principal range); $k = n$ wraps back to $k = 0$.
为何有 $n$ 个根、为何是这个公式 将未知根写为 $w = se^{i\varphi}$。则 $w^n = s^n e^{i n\varphi}$。令 $w^n = re^{i\theta}$ 给出 $s^n = r$(即 $s = r^{1/n}$,正实数 $n$ 次根)以及 $n\varphi = \theta + 2\pi k$(对某个整数 $k$)。当 $k$ 取 $0, 1, \ldots, n-1$ 时,得到 $n$ 个不同的辐角(在主辐角范围内);$k = n$ 又回到 $k = 0$。
$n$-th roots formula$n$ 次根公式
$$ z^{1/n} = r^{1/n} \, e^{i(\theta + 2\pi k)/n}, \qquad k = 0, 1, \ldots, n - 1. $$

$n$ distinct roots, equally spaced by $2\pi/n$, all of modulus $r^{1/n}$.$n$ 个不同的根,按 $2\pi/n$ 等间距分布,模都等于 $r^{1/n}$。

Re Im w₀ w₁ w₂ w₃ w₄
Fig 3 — Fifth roots of unity: $w_k = e^{2\pi i k/5}$ for $k = 0, \ldots, 4$. Regular pentagon on the unit circle.图 3——五次单位根:$w_k = e^{2\pi i k/5}$,$k = 0, \ldots, 4$。单位圆上的正五边形。

Worked Example — Fourth roots of $-16$例题——$-16$ 的四次方根

Problem: Find all $w \in \mathbb{C}$ with $w^4 = -16$.

Polar form of $-16$. Modulus $16$, argument $\pi$, so $-16 = 16 e^{i\pi}$.

Apply the roots formula with $n = 4$.

$$ w_k = 16^{1/4} \, e^{i(\pi + 2\pi k)/4} = 2 \, e^{i(\pi/4 + \pi k/2)}, \quad k = 0, 1, 2, 3. $$

List.

$k$ArgumentCartesian
$0$$\pi/4$$\sqrt 2 + i\sqrt 2$
$1$$3\pi/4$$-\sqrt 2 + i\sqrt 2$
$2$$5\pi/4 \;(\equiv -3\pi/4)$$-\sqrt 2 - i\sqrt 2$
$3$$7\pi/4 \;(\equiv -\pi/4)$$\sqrt 2 - i\sqrt 2$

The four roots form a square of "radius" $2$ centred at the origin, rotated $45°$ from the axes. ✓

题目:求所有 $w \in \mathbb{C}$ 使 $w^4 = -16$。

$-16$ 的极坐标形式。模为 $16$,辐角为 $\pi$,故 $-16 = 16 e^{i\pi}$。

取 $n = 4$ 应用 $n$ 次根公式。

$$ w_k = 16^{1/4} \, e^{i(\pi + 2\pi k)/4} = 2 \, e^{i(\pi/4 + \pi k/2)}, \quad k = 0, 1, 2, 3. $$

逐项列出。

$k$辐角笛卡尔形式
$0$$\pi/4$$\sqrt 2 + i\sqrt 2$
$1$$3\pi/4$$-\sqrt 2 + i\sqrt 2$
$2$$5\pi/4 \;(\equiv -3\pi/4)$$-\sqrt 2 - i\sqrt 2$
$3$$7\pi/4 \;(\equiv -\pi/4)$$\sqrt 2 - i\sqrt 2$

四个根构成以原点为中心、"半径"为 $2$、相对坐标轴旋转 $45°$ 的正方形。 ✓

Roots of unity单位根

The $n$-th roots of unity The $n$ solutions of $z^n = 1$ are $$ \omega_k = e^{2\pi i k/n}, \qquad k = 0, 1, \ldots, n - 1. $$ Write $\omega = e^{2\pi i/n}$ (the "primitive" root). Then the full list is $1, \omega, \omega^2, \ldots, \omega^{n-1}$ — the powers of $\omega$ — and they form a regular $n$-gon on the unit circle with one vertex at $z = 1$.
$n$ 次单位根(roots of unity $z^n = 1$ 的 $n$ 个解为 $$ \omega_k = e^{2\pi i k/n}, \qquad k = 0, 1, \ldots, n - 1. $$ 记 $\omega = e^{2\pi i/n}$(即"本原根"primitive root)。则全体根为 $1, \omega, \omega^2, \ldots, \omega^{n-1}$——$\omega$ 的幂——它们在单位圆上构成正 $n$ 边形,其中一个顶点位于 $z = 1$。
▸ Going deeper — Sum of the $n$-th roots of unity is $0$ (for $n \ge 2$)▸ 深入——$n$ 次单位根之和为 $0$($n \ge 2$) HL+

Let $\omega = e^{2\pi i/n}$. The roots of unity are $1, \omega, \omega^2, \ldots, \omega^{n-1}$. Their sum is a finite geometric series with first term $1$ and ratio $\omega$:

$$ S = 1 + \omega + \omega^2 + \cdots + \omega^{n-1} = \frac{\omega^n - 1}{\omega - 1}. $$

But $\omega^n = e^{2\pi i} = 1$, so the numerator is $0$. Since $\omega \ne 1$ (we assumed $n \ge 2$), the denominator is non-zero, giving $S = 0$.

Geometric reading. The roots of unity are the vertices of a regular $n$-gon centred at the origin — by symmetry their centroid (= average position) is the centre, $0$. So their sum (= $n \times$ centroid) is also $0$. The algebraic and geometric proofs say the same thing.

Consequence. For the cube roots of unity ($n = 3$), writing $\omega = e^{2\pi i/3}$, we get $1 + \omega + \omega^2 = 0$, i.e. $\omega^2 = -1 - \omega$. This single identity is the entire content of "the cube roots of unity" on Paper 1 — memorize it.

设 $\omega = e^{2\pi i/n}$。单位根为 $1, \omega, \omega^2, \ldots, \omega^{n-1}$。它们的和是首项为 $1$、公比为 $\omega$ 的有限等比数列:

$$ S = 1 + \omega + \omega^2 + \cdots + \omega^{n-1} = \frac{\omega^n - 1}{\omega - 1}. $$

但 $\omega^n = e^{2\pi i} = 1$,所以分子为 $0$。因为 $\omega \ne 1$(已假设 $n \ge 2$),分母非零,故 $S = 0$。

几何解读。单位根是以原点为中心的正 $n$ 边形的顶点——由对称性,它们的形心(即平均位置)就是中心 $0$。所以它们的和($= n \times$ 形心)也是 $0$。代数证明与几何证明殊途同归。

推论。对三次单位根($n = 3$),记 $\omega = e^{2\pi i/3}$,则 $1 + \omega + \omega^2 = 0$,即 $\omega^2 = -1 - \omega$。这条恒等式就是 Paper 1 上"三次单位根"题目的全部内容——务必记住。

Worked Example — Cube roots of $-8i$例题——$-8i$ 的三次方根

Problem: Find all $z \in \mathbb{C}$ with $z^3 = -8i$.

Polar of $-8i$. $|-8i| = 8$, $\arg(-8i) = -\pi/2$. So $-8i = 8 e^{-i\pi/2}$.

Apply formula with $n = 3$.

$$ z_k = 8^{1/3} e^{i(-\pi/2 + 2\pi k)/3} = 2 e^{i(-\pi/6 + 2\pi k/3)}, \quad k = 0, 1, 2. $$

List the arguments. $-\pi/6$, $-\pi/6 + 2\pi/3 = \pi/2$, $-\pi/6 + 4\pi/3 = 7\pi/6 \equiv -5\pi/6$. So

$$ z_0 = 2 e^{-i\pi/6} = \sqrt 3 - i, \quad z_1 = 2 e^{i\pi/2} = 2i, \quad z_2 = 2 e^{-i\,5\pi/6} = -\sqrt 3 - i. $$

Three roots on the circle $|z| = 2$, equally spaced by $2\pi/3$. ✓

题目:求所有 $z \in \mathbb{C}$ 使 $z^3 = -8i$。

$-8i$ 的极坐标。$|-8i| = 8$,$\arg(-8i) = -\pi/2$。故 $-8i = 8 e^{-i\pi/2}$。

取 $n = 3$ 套公式。

$$ z_k = 8^{1/3} e^{i(-\pi/2 + 2\pi k)/3} = 2 e^{i(-\pi/6 + 2\pi k/3)}, \quad k = 0, 1, 2. $$

列出各辐角。$-\pi/6$,$-\pi/6 + 2\pi/3 = \pi/2$,$-\pi/6 + 4\pi/3 = 7\pi/6 \equiv -5\pi/6$。故

$$ z_0 = 2 e^{-i\pi/6} = \sqrt 3 - i, \quad z_1 = 2 e^{i\pi/2} = 2i, \quad z_2 = 2 e^{-i\,5\pi/6} = -\sqrt 3 - i. $$

三个根都在圆 $|z| = 2$ 上,按 $2\pi/3$ 等间距分布。 ✓

How many distinct complex solutions does $z^6 = 64$ have?$z^6 = 64$ 有多少个不同的复数解?
A4.5
$1$
$6$
$2$
infinitely many无穷多
Correct! Every non-zero complex number has exactly $n$ distinct $n$-th roots. Two of them ($\pm 2$) are real, the other four are non-real complex.
正确!每个非零复数恰好有 $n$ 个不同的 $n$ 次根。其中两个($\pm 2$)是实数,另外四个是非实复数。
Every non-zero complex number has $n$ distinct $n$-th roots, so $6$. (The two real roots $\pm 2$ are the only real ones — the rest are non-real.)
每个非零复数有 $n$ 个不同的 $n$ 次根,故为 $6$。(两个实根 $\pm 2$ 是仅有的实数解,其余都是非实复数。)

Polynomials over ℂ复数域 ℂ 上的多项式 HL AHL 1.14

Conjugate root theorem. If $p(x)$ is a polynomial with real coefficients and $z_0$ is a non-real root, then $\bar z_0$ is also a root. So complex roots of real polynomials come in conjugate pairs, and each pair gives a real quadratic factor $$ (x - z_0)(x - \bar z_0) = x^2 - 2\operatorname{Re}(z_0)\,x + |z_0|^2. $$ A real polynomial of odd degree therefore has at least one real root.
共轭根定理(conjugate root theorem)。若 $p(x)$ 是系数多项式且 $z_0$ 是它的非实根,则 $\bar z_0$ 也是根。所以实系数多项式的复根成对出现(共轭对),每对给出一个实二次因子 $$ (x - z_0)(x - \bar z_0) = x^2 - 2\operatorname{Re}(z_0)\,x + |z_0|^2. $$ 因此奇次实系数多项式至少有一个实根。
Fundamental theorem of algebra (statement) Every non-constant polynomial $p(x) \in \mathbb{C}[x]$ of degree $n$ has exactly $n$ roots in $\mathbb{C}$, counted with multiplicity. So $$ p(x) = a_n (x - r_1)(x - r_2)\cdots(x - r_n), $$ where $r_1, \ldots, r_n \in \mathbb{C}$ are the roots (possibly with repeats). Over the reals, the factorization may instead use real quadratic factors — one for each conjugate pair of complex roots.
代数基本定理(陈述) 代数基本定理(fundamental theorem of algebra)说:每个 $n$ 次非常数多项式 $p(x) \in \mathbb{C}[x]$ 在 $\mathbb{C}$ 中恰好有 $n$ 个根(按重数计)。所以 $$ p(x) = a_n (x - r_1)(x - r_2)\cdots(x - r_n), $$ 其中 $r_1, \ldots, r_n \in \mathbb{C}$ 是这些根(可以有重复)。在实数域上分解时,会用实二次因子代替每对共轭复根。
▸ Going deeper — Proof of the conjugate root theorem▸ 深入——共轭根定理的证明 HL+

Let $p(x) = \sum_{k=0}^{n} a_k x^k$ with every $a_k \in \mathbb{R}$, and suppose $p(z_0) = 0$. Apply conjugation to both sides:

$$ 0 = \overline{0} = \overline{p(z_0)} = \overline{\sum_{k=0}^{n} a_k z_0^k} = \sum_{k=0}^{n} \overline{a_k z_0^k} = \sum_{k=0}^{n} \bar a_k \, \bar z_0^{\,k} = \sum_{k=0}^{n} a_k \, \bar z_0^{\,k} = p(\bar z_0), $$

where we used (i) $\overline{\sum} = \sum \overline{(\cdot)}$ (conjugation respects addition), (ii) $\overline{ab} = \bar a\, \bar b$ (respects multiplication, hence powers), and (iii) $\bar a_k = a_k$ because $a_k$ is real. So $\bar z_0$ is also a root. ∎

Why the "real coefficients" assumption matters. If $p(x) = x - i$, the only root is $z_0 = i$ and its conjugate $\bar z_0 = -i$ is not a root: $p(-i) = -2i \ne 0$. The conjugate root theorem fails the moment a single coefficient leaves $\mathbb{R}$.

Consequence — quadratic factor. If $z_0 = a + bi$ ($b \ne 0$) is a root of a real polynomial, then so is $\bar z_0 = a - bi$, and

$$ (x - z_0)(x - \bar z_0) = x^2 - (z_0 + \bar z_0)x + z_0 \bar z_0 = x^2 - 2a x + (a^2 + b^2) $$

is a real quadratic factor of $p(x)$.

设 $p(x) = \sum_{k=0}^{n} a_k x^k$,其中每个 $a_k \in \mathbb{R}$,又假设 $p(z_0) = 0$。两边取共轭(conjugate):

$$ 0 = \overline{0} = \overline{p(z_0)} = \overline{\sum_{k=0}^{n} a_k z_0^k} = \sum_{k=0}^{n} \overline{a_k z_0^k} = \sum_{k=0}^{n} \bar a_k \, \bar z_0^{\,k} = \sum_{k=0}^{n} a_k \, \bar z_0^{\,k} = p(\bar z_0), $$

这里用了 (i) $\overline{\sum} = \sum \overline{(\cdot)}$(共轭保持加法),(ii) $\overline{ab} = \bar a\, \bar b$(保持乘法,因此保持乘方),以及 (iii) $\bar a_k = a_k$(因为 $a_k$ 是实数)。所以 $\bar z_0$ 也是根。∎

"实系数"假设为什么不可少。若 $p(x) = x - i$,唯一的根是 $z_0 = i$,而它的共轭 $\bar z_0 = -i$ 不是根:$p(-i) = -2i \ne 0$。只要有一个系数离开 $\mathbb{R}$,共轭根定理就立刻失效。

推论——二次因子。若 $z_0 = a + bi$($b \ne 0$)是实系数多项式的根,则 $\bar z_0 = a - bi$ 也是根,且

$$ (x - z_0)(x - \bar z_0) = x^2 - (z_0 + \bar z_0)x + z_0 \bar z_0 = x^2 - 2a x + (a^2 + b^2) $$

是 $p(x)$ 的一个实二次因子。

Worked Example — Build a polynomial from a complex root例题——由复根构造多项式

Problem: Find a monic polynomial $p(x)$ with real coefficients of smallest possible degree such that $p(2 + 3i) = 0$ and $p(-1) = 0$.

Force the conjugate. Real coefficients $\Rightarrow$ $2 - 3i$ is also a root.

Three roots, three factors.

$$ p(x) = (x + 1)\bigl(x - (2 + 3i)\bigr)\bigl(x - (2 - 3i)\bigr) = (x + 1)\bigl(x^2 - 4x + 13\bigr). $$

Here $z_0 + \bar z_0 = 4$ and $z_0 \bar z_0 = 4 + 9 = 13$.

Expand.

$$ p(x) = (x + 1)(x^2 - 4x + 13) = x^3 - 4x^2 + 13x + x^2 - 4x + 13 = x^3 - 3x^2 + 9x + 13. $$

Degree $3$ — odd — so $p$ must have at least one real root, and indeed $p(-1) = 0$.

题目:求次数尽可能小的首一实系数多项式 $p(x)$,使 $p(2 + 3i) = 0$ 且 $p(-1) = 0$。

强制共轭。实系数 $\Rightarrow$ $2 - 3i$ 也是根。

三根,三因子。

$$ p(x) = (x + 1)\bigl(x - (2 + 3i)\bigr)\bigl(x - (2 - 3i)\bigr) = (x + 1)\bigl(x^2 - 4x + 13\bigr). $$

这里 $z_0 + \bar z_0 = 4$,$z_0 \bar z_0 = 4 + 9 = 13$。

展开。

$$ p(x) = (x + 1)(x^2 - 4x + 13) = x^3 - 4x^2 + 13x + x^2 - 4x + 13 = x^3 - 3x^2 + 9x + 13. $$

次数 $3$——奇数——所以 $p$ 必有至少一个实根,确实 $p(-1) = 0$。

Worked Example — Recovering all roots from one例题——由一个根恢复其余所有根

Problem: $p(x) = x^4 - 4x^3 + 14x^2 - 4x + 13$ has $i$ as a root. Find the remaining three roots.

Conjugate. By the conjugate root theorem, $-i$ is also a root. So $(x - i)(x + i) = x^2 + 1$ divides $p$.

Polynomial long division.

$$ p(x) \div (x^2 + 1) = x^2 - 4x + 13. $$

(Verify by multiplying back: $(x^2 + 1)(x^2 - 4x + 13) = x^4 - 4x^3 + 13x^2 + x^2 - 4x + 13 = x^4 - 4x^3 + 14x^2 - 4x + 13$. ✓)

Solve the quadratic.

$$ x = \frac{4 \pm \sqrt{16 - 52}}{2} = \frac{4 \pm \sqrt{-36}}{2} = 2 \pm 3i. $$

Four roots: $i,\, -i,\, 2 + 3i,\, 2 - 3i$ — two conjugate pairs, as required.

题目:已知 $p(x) = x^4 - 4x^3 + 14x^2 - 4x + 13$ 以 $i$ 为根。求其余三个根。

共轭。由共轭根定理(conjugate root theorem),$-i$ 也是根。所以 $(x - i)(x + i) = x^2 + 1$ 整除 $p$。

多项式长除法。

$$ p(x) \div (x^2 + 1) = x^2 - 4x + 13. $$

(反向验算:$(x^2 + 1)(x^2 - 4x + 13) = x^4 - 4x^3 + 13x^2 + x^2 - 4x + 13 = x^4 - 4x^3 + 14x^2 - 4x + 13$。✓)

解二次方程。

$$ x = \frac{4 \pm \sqrt{16 - 52}}{2} = \frac{4 \pm \sqrt{-36}}{2} = 2 \pm 3i. $$

四个根:$i,\, -i,\, 2 + 3i,\, 2 - 3i$——两对共轭对,正如所料。

Watch for: the "one root, find the rest" pattern Whenever a problem hands you one non-real root of a real-coefficient polynomial, the conjugate is free — write it down before doing any work. Then divide out the corresponding real quadratic factor, leaving a lower-degree polynomial that you finish by other means (factor theorem, quadratic formula, GDC). About one Paper 2 question per session uses this pattern.
留意"已知一根,求其余"题型 每当题目给你实系数多项式的一个非实根时,它的共轭就白送给你了——动笔之前先写出来。然后除去对应的实二次因子,剩下一个低次多项式,再用其他方法(因式定理、求根公式、GDC)做完。每场 Paper 2 大约都有一道题用这个套路。
A polynomial $p(x)$ has real coefficients, degree $5$, and roots $2,\; 1 + i,\; -3$ (each simple). How many real roots does $p$ have?实系数多项式 $p(x)$ 次数为 $5$,已知根有 $2,\; 1 + i,\; -3$(各为单根)。$p$ 有多少个根?
A4.6
$3$ — namely $2, -3$, and one more.即 $2, -3$ 再加一个。
$2$
$5$
$1$
Correct! The complex root $1 + i$ forces conjugate $1 - i$, accounting for $2$ non-real roots. With $2$ and $-3$ that's $4$ roots. A degree-$5$ polynomial has $5$ roots total, so one more real root must exist. Total real: $2, -3,$ and one unspecified $\Rightarrow$ $3$.
正确!复根 $1 + i$ 强制了共轭 $1 - i$,贡献 $2$ 个非实根。加上 $2$ 与 $-3$ 共 $4$ 根。$5$ 次多项式共有 $5$ 个根,所以还必须有一个实根。实根总数:$2, -3$ 再加一个未指定的 $\Rightarrow$ $3$。
Conjugate pair contributes $2$ non-real roots. $5 - 2 = 3$ real roots in total ($2$, $-3$, plus a third forced by the degree count).
共轭对贡献 $2$ 个非实根。$5 - 2 = 3$ 个实根($2$、$-3$,再加一个由次数计数强制的第三个)。

Exam Strategy & Common Pitfalls考试策略与常见陷阱

M
Memorize背诵
  • $i^2 = -1$, $\bar z = a - bi$, $|z|^2 = z\bar z = a^2 + b^2$
  • Divide-by-conjugate recipe
  • Quadrant rules for $\arg(z)$
  • $e^{i\theta} = \cos\theta + i\sin\theta$ (Euler) & $z_1 z_2 = r_1 r_2 e^{i(\theta_1 + \theta_2)}$
  • De Moivre: $(re^{i\theta})^n = r^n e^{i n\theta}$ for $n \in \mathbb{Z}$
  • $n$-th roots formula: spacing $2\pi/n$, modulus $r^{1/n}$
  • Conjugate root theorem & real-quadratic factor formula
  • $i^2 = -1$,$\bar z = a - bi$,$|z|^2 = z\bar z = a^2 + b^2$
  • "乘以共轭(conjugate)做除法"的套路
  • $\arg(z)$ 的象限规则
  • 欧拉公式(Euler's formula)$e^{i\theta} = \cos\theta + i\sin\theta$ 与 $z_1 z_2 = r_1 r_2 e^{i(\theta_1 + \theta_2)}$
  • 棣莫弗定理(De Moivre's theorem):$(re^{i\theta})^n = r^n e^{i n\theta}$,$n \in \mathbb{Z}$
  • $n$ 次根公式:间距 $2\pi/n$,模 $r^{1/n}$
  • 共轭根定理与实二次因子公式
U
Understand理解
  • Multiplication = rotation + scaling in the Argand plane
  • Why Cartesian/polar/Euler are the same number, different forms
  • The induction proof of De Moivre
  • Why $\arctan(b/a)$ "loses" quadrants II and III
  • Sum of $n$-th roots of unity is $0$ — algebraic and geometric arguments
  • Why the conjugate root theorem needs real coefficients
  • Why every odd-degree real polynomial has a real root
  • 在阿尔冈平面(Argand plane)上,乘法 = 旋转 + 缩放
  • 为什么笛卡尔(Cartesian)、极坐标(polar)、欧拉(Euler)三种形式是同一个数
  • 棣莫弗定理的归纳法证明
  • 为什么 $\arctan(b/a)$ 会"漏掉"第 II、III 象限
  • $n$ 次单位根(roots of unity)之和为 $0$——代数论证与几何论证
  • 为什么共轭根定理必须以实系数为前提
  • 为什么每个奇次实系数多项式必有实根

Common Pitfalls常见陷阱

Top student errors 1. Writing $\arg(z) = \arctan(b/a)$ without checking the quadrant — instant mark loss in quadrants II and III.
2. Forgetting that $|z|$ is defined to be the positive square root: $\sqrt{a^2 + b^2}$, not $\pm$.
3. Mixing up $\operatorname{Im}(z) = b$ (a real number) with $bi$.
4. Applying $\sqrt{ab} = \sqrt a \sqrt b$ across negative reals — that identity fails: $\sqrt{(-1)(-1)} = 1$, not $i \cdot i = -1$.
5. Forgetting to reduce a De Moivre argument modulo $2\pi$ — leaving $e^{i\,15\pi/4}$ instead of $e^{-i\pi/4}$.
6. Listing only one $n$-th root when the question asks for all $n$ — the wording "find all $z$" is non-negotiable.
7. Forgetting the conjugate when you're handed a single complex root of a real polynomial.
8. Treating the conjugate root theorem as if it applied to complex-coefficient polynomials.
学生常见错误 1. 写 $\arg(z) = \arctan(b/a)$ 而不检查象限——在第 II、III 象限立即丢分。
2. 忘了 $|z|$ 按定义是的平方根:$\sqrt{a^2 + b^2}$,不带 $\pm$。
3. 把 $\operatorname{Im}(z) = b$(一个实数)与 $bi$ 混为一谈。
4. 在负实数之间套用 $\sqrt{ab} = \sqrt a \sqrt b$——此恒等式失效:$\sqrt{(-1)(-1)} = 1$,而 $i \cdot i = -1$。
5. 用棣莫弗定理后忘了把辐角对 $2\pi$ 取模——把 $e^{i\,15\pi/4}$ 留在那里而不化为 $e^{-i\pi/4}$。
6. 当题目要全部 $n$ 个 $n$ 次根时只列出一个——"find all $z$"(求所有 $z$)的措辞不可商量。
7. 拿到实系数多项式的一个复根却忘了它的共轭。
8. 把共轭根定理(conjugate root theorem)当成对复系数多项式也成立——它不成立。
Paper-specific notes Paper 1 (no calc): exact-value arithmetic in Cartesian form (especially division), conversions between Cartesian and polar for "nice" angles, De Moivre on small integer powers, recovering polynomial roots from one given complex root.
Paper 2 (calc): longer factoring problems, larger De Moivre powers, $n$-th roots displayed on a numerical Argand plot. You can use the GDC's complex mode, but write your set-up in proper notation — the marks are for the method, not the final number.
Paper 3 (HL extension): derivations using De Moivre (multiple-angle identities, sums of $\cos n\theta$), proofs of the conjugate root theorem and the roots-of-unity sum.
各 Paper 备考要点 Paper 1(不可用计算器):笛卡尔形式下的精确值运算(尤其是除法)、"漂亮"角度下的 Cartesian ↔ polar 互换、小整数指数的棣莫弗定理、由一个已知复根还原多项式所有根。
Paper 2(可用计算器):更长的因式分解、更大的棣莫弗指数、把 $n$ 次根画在数值阿尔冈图(Argand plot)上。可用 GDC 的复数模式,但解题过程要按标准记号写出来——分数给的是方法,不是最终数字。
Paper 3(HL 延伸):用棣莫弗定理推导(多倍角恒等式、$\sum \cos n\theta$ 等)、共轭根定理与单位根求和的证明。

Flashcards闪卡

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Defining property of $i$?$i$ 的定义性质?
$$i^2 = -1$$
Conjugate of $a + bi$?$a + bi$ 的共轭?
$$\bar z = a - bi$$
Modulus of $a + bi$?$a + bi$ 的模?
$$|z| = \sqrt{a^2 + b^2}$$
$z \bar z = ?$
$$|z|^2 = a^2 + b^2$$
How to divide $(a+bi)/(c+di)$?如何做 $(a+bi)/(c+di)$?
Multiply top & bottom by $c - di$.分子分母同乘 $c - di$。 $$\frac{a+bi}{c+di} = \frac{(a+bi)(c-di)}{c^2 + d^2}$$
Polar form of $z$?$z$ 的极坐标形式?
$$z = r\operatorname{cis}\theta = re^{i\theta}$$
Euler's formula?欧拉公式?
$$e^{i\theta} = \cos\theta + i\sin\theta$$
Product in polar form?极坐标形式下的积?
Moduli multiply, arguments add.模相乘,辐角相加。 $$z_1 z_2 = r_1 r_2\, e^{i(\theta_1 + \theta_2)}$$
De Moivre's theorem?棣莫弗定理?
$$(re^{i\theta})^n = r^n e^{i n\theta}$$ $$n \in \mathbb{Z}$$
$n$-th roots of $re^{i\theta}$?$re^{i\theta}$ 的 $n$ 次根?
$$w_k = r^{1/n} e^{i(\theta + 2\pi k)/n}$$ $$k = 0, 1, \ldots, n-1$$
Sum of $n$-th roots of unity, $n \ge 2$?$n$ 次单位根之和($n \ge 2$)?
$$0$$
Cube roots of unity identity?三次单位根恒等式?
$$1 + \omega + \omega^2 = 0$$ where $\omega = e^{2\pi i/3}$其中 $\omega = e^{2\pi i/3}$
Conjugate root theorem?共轭根定理?
Real-coefficient polynomial: $p(z_0) = 0 \Rightarrow p(\bar z_0) = 0$. Complex roots come in conjugate pairs.实系数多项式:$p(z_0) = 0 \Rightarrow p(\bar z_0) = 0$。复根成对(共轭对)出现。
Real quadratic from conjugate pair $a \pm bi$?由共轭对 $a \pm bi$ 得到的实二次因子?
$$x^2 - 2ax + (a^2 + b^2)$$

Unit A4 — Practice Quiz单元 A4——练习测验

Ten mixed-difficulty items. Your score updates in real time at the top of the page. Aim for 8/10 before exam day.十道难度不一的题。得分实时显示在页面顶部。考前目标 8/10。

1. $(2 - i)(3 + 4i)$ equals:1. $(2 - i)(3 + 4i) = $
Q1
$2 + 5i$
$10 + 5i$
$6 + 5i$
$10 - 5i$
Correct! $(2-i)(3+4i) = 6 + 8i - 3i - 4i^2 = 6 + 5i + 4 = 10 + 5i$.
正确!$(2-i)(3+4i) = 6 + 8i - 3i - 4i^2 = 6 + 5i + 4 = 10 + 5i$。
FOIL then collapse $i^2 = -1$: $(2-i)(3+4i) = 6 + 8i - 3i + 4 = 10 + 5i$.
FOIL 展开后用 $i^2 = -1$:$(2-i)(3+4i) = 6 + 8i - 3i + 4 = 10 + 5i$。
2. $\dfrac{1}{3 - 4i}$ in Cartesian form is:2. $\dfrac{1}{3 - 4i}$ 化为笛卡尔形式为
Q2
$3 + 4i$
$\tfrac{3 - 4i}{25}$
$\tfrac{3}{25} + \tfrac{4}{25} i$
$\tfrac{1}{3} + \tfrac{1}{4} i$
Correct! Multiply top & bottom by $3 + 4i$: $\dfrac{3 + 4i}{(3-4i)(3+4i)} = \dfrac{3 + 4i}{9 + 16} = \dfrac{3 + 4i}{25}$, i.e. $\tfrac{3}{25} + \tfrac{4}{25}i$.
正确!分子分母同乘 $3 + 4i$:$\dfrac{3 + 4i}{(3-4i)(3+4i)} = \dfrac{3 + 4i}{9 + 16} = \dfrac{3 + 4i}{25}$,即 $\tfrac{3}{25} + \tfrac{4}{25}i$。
$\dfrac{1}{3 - 4i} \cdot \dfrac{3 + 4i}{3 + 4i} = \dfrac{3 + 4i}{25} = \tfrac{3}{25} + \tfrac{4}{25}i$.
$\dfrac{1}{3 - 4i} \cdot \dfrac{3 + 4i}{3 + 4i} = \dfrac{3 + 4i}{25} = \tfrac{3}{25} + \tfrac{4}{25}i$。
3. The modulus of $z = (1 - i\sqrt 3)^4$ is:3. $z = (1 - i\sqrt 3)^4$ 的模为
Q3
$2$
$8$
$16$
$4$
Correct! $|1 - i\sqrt 3| = \sqrt{1 + 3} = 2$, so $|z| = 2^4 = 16$ (modulus is multiplicative under powers).
正确!$|1 - i\sqrt 3| = \sqrt{1 + 3} = 2$,故 $|z| = 2^4 = 16$(模在乘方下相乘)。
$|z^n| = |z|^n$. Here $|1 - i\sqrt 3| = 2$, so $|z| = 2^4 = 16$.
$|z^n| = |z|^n$。此处 $|1 - i\sqrt 3| = 2$,故 $|z| = 2^4 = 16$。
4. The principal argument of $z = -1 - i$ is:4. $z = -1 - i$ 的主辐角为
Q4
$\tfrac{\pi}{4}$
$-\tfrac{3\pi}{4}$
$\tfrac{3\pi}{4}$
$\tfrac{5\pi}{4}$
Correct! Quadrant III: reference angle $\pi/4$, so $\arg = \pi/4 - \pi = -\tfrac{3\pi}{4}$.
正确!第三象限:参考角 $\pi/4$,故 $\arg = \pi/4 - \pi = -\tfrac{3\pi}{4}$。
In quadrant III, principal argument is $\arctan(b/a) - \pi = \pi/4 - \pi = -3\pi/4$.
第三象限:主辐角 $= \arctan(b/a) - \pi = \pi/4 - \pi = -3\pi/4$。
5. $(1 + i)^{8}$ equals:5. $(1 + i)^{8} = $
Q5
$256$
$-256$
$256 i$
$16$
Correct! $1 + i = \sqrt 2 \, e^{i\pi/4}$. So $(1+i)^8 = (\sqrt 2)^8 e^{i\,2\pi} = 16 \cdot 1 = 16$.
正确!$1 + i = \sqrt 2 \, e^{i\pi/4}$。故 $(1+i)^8 = (\sqrt 2)^8 e^{i\,2\pi} = 16 \cdot 1 = 16$。
$(1+i)^8 = (\sqrt 2)^8 e^{i\,8\pi/4} = 2^4 \cdot e^{i\,2\pi} = 16$. (You get $256$ if you forgot the modulus is $\sqrt 2$, not $2$.)
$(1+i)^8 = (\sqrt 2)^8 e^{i\,8\pi/4} = 2^4 \cdot e^{i\,2\pi} = 16$。(若误以为模是 $2$ 而非 $\sqrt 2$ 才会得到 $256$。)
6. The three cube roots of $-1$ are:6. $-1$ 的三个立方根为
Q6
$-1$ only仅 $-1$
$\pm 1, \, i$
$-1, \, \tfrac{1 + i\sqrt 3}{2}, \, \tfrac{1 - i\sqrt 3}{2}$
$-1, \, i, \, -i$
Correct! $-1 = e^{i\pi}$, so cube roots are $e^{i(\pi + 2\pi k)/3}$ for $k = 0, 1, 2$. Arguments $\pi/3, \pi, 5\pi/3$ (i.e. $-\pi/3$), giving $\tfrac{1 + i\sqrt 3}{2}, \, -1, \, \tfrac{1 - i\sqrt 3}{2}$.
正确!$-1 = e^{i\pi}$,三次方根为 $e^{i(\pi + 2\pi k)/3}$($k = 0, 1, 2$)。辐角 $\pi/3, \pi, 5\pi/3$(即 $-\pi/3$),对应 $\tfrac{1 + i\sqrt 3}{2}, \, -1, \, \tfrac{1 - i\sqrt 3}{2}$。
Apply the $n$-th roots formula with $z = -1$, $n = 3$. The three roots are $e^{i\pi/3}, e^{i\pi}, e^{-i\pi/3}$ — the second is $-1$; the other two are $\tfrac{1 \pm i\sqrt 3}{2}$.
套 $n$ 次方根公式($z = -1$,$n = 3$)。三根为 $e^{i\pi/3}, e^{i\pi}, e^{-i\pi/3}$——第二个是 $-1$,其余两个为 $\tfrac{1 \pm i\sqrt 3}{2}$。
7. If $\omega = e^{2\pi i/7}$, then $1 + \omega + \omega^2 + \cdots + \omega^6$ equals:7. 设 $\omega = e^{2\pi i/7}$,则 $1 + \omega + \omega^2 + \cdots + \omega^6 = $
Q7
$0$
$1$
$7$
$e^{2\pi i}$
Correct! These are the seven $7$-th roots of unity. Their sum is the geometric series $\dfrac{\omega^7 - 1}{\omega - 1} = \dfrac{0}{\omega - 1} = 0$ (since $\omega^7 = 1$, $\omega \ne 1$).
正确!这些是 $7$ 次单位根。求和为等比级数 $\dfrac{\omega^7 - 1}{\omega - 1} = \dfrac{0}{\omega - 1} = 0$(因 $\omega^7 = 1$,$\omega \ne 1$)。
The sum of the $n$-th roots of unity is $0$ for any $n \ge 2$, by the geometric-series argument or by symmetry of the regular $n$-gon centred at $0$.
$n$ 次单位根之和($n \ge 2$)恒为 $0$——可用等比级数证,也可由以原点为中心的正 $n$ 边形对称性看出。
8. $p(x)$ has real coefficients, is monic, and degree $3$ with $1 + 2i$ as a root. If $p(0) = 5$, then $p(x)$ is:8. 实系数首一三次多项式 $p(x)$ 以 $1 + 2i$ 为根。若 $p(0) = 5$,则 $p(x) = $
Q8
$(x - 1 - 2i)(x - 1 + 2i)(x - 1)$
$(x^2 - 2x + 5)(x - 1)$
$x^3 + 5$
$(x^2 - 2x + 5)(x + 1)$
Correct! The conjugate root $1 - 2i$ gives the real quadratic factor $(x - (1+2i))(x - (1-2i)) = x^2 - 2x + 5$. Let the third root be $r$, so $p(x) = (x^2 - 2x + 5)(x - r)$. Then $p(0) = 5 \cdot (-r) = -5r = 5 \Rightarrow r = -1$, i.e. linear factor $(x + 1)$.
正确!共轭根 $1 - 2i$ 给出实二次因式 $(x - (1+2i))(x - (1-2i)) = x^2 - 2x + 5$。设第三根为 $r$,则 $p(x) = (x^2 - 2x + 5)(x - r)$。由 $p(0) = 5 \cdot (-r) = -5r = 5 \Rightarrow r = -1$,对应一次因式 $(x + 1)$。
Conjugate forces the real factor $x^2 - 2x + 5$. The third root $r$ is determined by $p(0) = 5(-r) = 5 \Rightarrow r = -1$, so the linear factor is $(x + 1)$, giving $(x^2 - 2x + 5)(x + 1)$.
共轭强制实因式 $x^2 - 2x + 5$。由 $p(0) = 5(-r) = 5 \Rightarrow r = -1$ 确定第三根,故一次因式为 $(x + 1)$,得 $(x^2 - 2x + 5)(x + 1)$。
9. Using De Moivre, $\cos(2\theta)$ in terms of $\cos\theta$ alone is:9. 用棣莫弗,仅用 $\cos\theta$ 表示 $\cos(2\theta)$,结果为
Q9
$\cos^2\theta + \sin^2\theta$
$1 - \cos^2\theta$
$2\cos^2\theta - 1$
$\cos^2\theta - \sin^2\theta$ (cannot be reduced further)(不能进一步化简)
Correct! $(\cos\theta + i\sin\theta)^2 = \cos^2\theta - \sin^2\theta + 2i\sin\theta\cos\theta = \cos(2\theta) + i\sin(2\theta)$. Equating real parts: $\cos(2\theta) = \cos^2\theta - \sin^2\theta = \cos^2\theta - (1 - \cos^2\theta) = 2\cos^2\theta - 1$.
正确!$(\cos\theta + i\sin\theta)^2 = \cos^2\theta - \sin^2\theta + 2i\sin\theta\cos\theta = \cos(2\theta) + i\sin(2\theta)$。比较实部:$\cos(2\theta) = \cos^2\theta - \sin^2\theta = \cos^2\theta - (1 - \cos^2\theta) = 2\cos^2\theta - 1$。
From De Moivre, $\cos(2\theta) = \cos^2\theta - \sin^2\theta$. Substituting $\sin^2\theta = 1 - \cos^2\theta$ gives $2\cos^2\theta - 1$.
由棣莫弗 $\cos(2\theta) = \cos^2\theta - \sin^2\theta$。代入 $\sin^2\theta = 1 - \cos^2\theta$ 得 $2\cos^2\theta - 1$。
10. The set of complex numbers $z$ with $|z - 2| = |z + 2i|$ is:10. 满足 $|z - 2| = |z + 2i|$ 的复数 $z$ 全体构成
Q10
A circle centred at the origin.以原点为圆心的圆
A circle centred at $1 - i$.以 $1 - i$ 为圆心的圆
The single point $z = 1 - i$.仅一点 $z = 1 - i$
A straight line (the perpendicular bisector of the segment from $2$ to $-2i$).一条直线(线段 $2$ 到 $-2i$ 的垂直平分线)
Correct! $|z - w|$ is the distance between $z$ and $w$. The condition "distance to $2$ equals distance to $-2i$" picks out the perpendicular bisector of the segment from $2$ to $-2i$ — the line $y = -x$ (or $\operatorname{Re}(z) + \operatorname{Im}(z) = 0$).
正确!$|z - w|$ 是 $z$ 与 $w$ 间的距离。"到 $2$ 的距离等于到 $-2i$ 的距离" 即为该线段的垂直平分线——直线 $y = -x$(即 $\operatorname{Re}(z) + \operatorname{Im}(z) = 0$)。
$|z - w|$ is a distance, so $|z - z_1| = |z - z_2|$ defines the perpendicular bisector of the segment $z_1 z_2$ — a straight line. (Concentric circles correspond to $|z - c| = r$, a single equality with one centre.)
$|z - w|$ 为距离,故 $|z - z_1| = |z - z_2|$ 定义线段 $z_1 z_2$ 的垂直平分线——一条直线。($|z - c| = r$ 对应同心圆,单一等式、单一圆心。)

Readiness Checklist备考清单

Click each item you've mastered. Aim for 100% before exam day. Items marked HL+ are deeper-tier mastery (Paper 3 / top-mark territory).点击你已经掌握的条目。考前目标 100%。标有 HL+ 的为更深层掌握(Paper 3 / 拉分题)。

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