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。
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:
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。
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。
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。
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
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。
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
(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 $i^2 = -1$.
(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。
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
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。
Argand Diagram & Polar Form阿尔冈图与极坐标形式 AHL 1.13
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)。
polar form)才能看清。
Argand diagram):$z = a + bi$ 位于 $(a, b)$,模为 $r$,辐角为 $\theta$。| Quadrant | Sign 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 | $a > 0, b < 0$ | $\arctan(b/a) \in (-\pi/2, 0)$ |
principal argument)$\arg(z)$ 通常取在 $(-\pi, \pi]$(IB 约定;有些书用 $[0, 2\pi)$)。捷径 $\theta = \arctan(b/a)$ 只在第 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。
principal argument)是:Euler Form & Multiplication欧拉形式与乘法 HL AHL 1.13
Euler's formula):$e^{i\theta} = \cos\theta + i\sin\theta$。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。
| Form | Expression | Best 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. |
| 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。 |
"Moduli multiply, arguments add.""模相乘,辐角相加。"
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。
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。
De Moivre's Theorem棣莫弗定理 HL AHL 1.14
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。
▸ 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。归纳法证明是不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)。
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):
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。
Roots of Complex Numbers复数的根 HL AHL 1.14
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。
$n$ 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 $r^{1/n}$。
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.
| $k$ | Argument | Cartesian |
|---|---|---|
| $0$ | $\pi/4$ | $\sqrt 2 + i\sqrt 2$ |
| $1$ | $3\pi/4$ | $-\sqrt 2 + i\sqrt 2$ |
| $2$ | $5\pi/4 \;(\equiv -3\pi/4)$ | $-\sqrt 2 - i\sqrt 2$ |
| $3$ | $7\pi/4 \;(\equiv -\pi/4)$ | $\sqrt 2 - i\sqrt 2$ |
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
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。 ✓
Polynomials over ℂ复数域 ℂ 上的多项式 HL AHL 1.14
conjugate root theorem)。若 $p(x)$ 是实系数多项式且 $z_0$ 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)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):
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。
Exam Strategy & Common Pitfalls考试策略与常见陷阱
- $i^2 = -1$, $\bar z = a - bi$, $|z|^2 = z\bar z = a^2 + b^2$
- 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
- 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
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.
2. 忘了 $|z|$ 按定义是正的平方根:$\sqrt{a^2 + b^2}$,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 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.
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
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。
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)。
- Add, subtract, multiply, and divide complex numbers in Cartesian form能在笛卡尔形式下对复数加、减、乘、除
- Use $z \bar z = |z|^2$ to rationalize denominators用 $z \bar z = |z|^2$ 把复数分母实化
- Solve $z^2 = w$ by equating real and imaginary parts通过比较实部、虚部解 $z^2 = w$
- Plot complex numbers on the Argand diagram & read off modulus and argument能在阿尔冈图上画出复数,并读取模与辐角
- Convert between Cartesian and polar (or Euler) form with correct quadrant能在笛卡尔与极坐标 / 欧拉形式间互转,并选对象限
- State and apply Euler's formula $e^{i\theta} = \cos\theta + i\sin\theta$写出并应用欧拉公式 $e^{i\theta} = \cos\theta + i\sin\theta$
- Multiply and divide in polar form by adding/subtracting arguments在极坐标形式下通过辐角加 / 减做乘除
- Apply De Moivre's theorem to compute integer powers用棣莫弗定理计算整数次幂
- HL+ Reproduce the inductive proof of De Moivre能复现棣莫弗的归纳证明
- HL+ Derive multiple-angle identities ($\cos n\theta$, $\sin n\theta$) using De Moivre用棣莫弗推导多倍角恒等式 $\cos n\theta$、$\sin n\theta$
- Find all $n$ distinct $n$-th roots of a given complex number求出给定复数的全部 $n$ 个 $n$ 次方根
- HL+ Show that the $n$-th roots of unity sum to $0$ (algebraically and geometrically)证明 $n$ 次单位根之和为 $0$(代数与几何两种)
- State and apply the conjugate root theorem to factor real polynomials写出并应用共轭根定理来因式分解实多项式
- Build the real quadratic factor $x^2 - 2ax + (a^2+b^2)$ from a conjugate pair $a \pm bi$由共轭对 $a \pm bi$ 构造实二次因式 $x^2 - 2ax + (a^2+b^2)$