上半年私募都在忙啥？百亿量化疯狂卷AI，靖奇投资“内斗大戏”令人炸舌

Core Insights - The application of AI in quantitative private equity has become a significant focus, with firms like DeepSeek leading the charge in this area [1][2] - Major quantitative private equity firms are heavily investing in AI research and development, indicating a competitive landscape [2][3] Group 1: AI Investment Trends - In the first half of 2025, the integration of AI in quantitative private equity is highlighted as a key direction, with firms like Ming Shi Fund increasing investments in supercomputing and AI strategy development [1] - DeepSeek, established by Huanfang Quantitative, has gained attention, with its founder Liang Wenfeng being a prominent figure in the industry [2] - Leading firms such as Kuande and Jiukun have publicly announced their commitment to enhancing AI research and development [3] Group 2: Performance Metrics - Huanfang Quantitative's product, Jiuzhang Huanfang CSI 500 Quantitative Multi-Strategy No. 1, reported a year-to-date return of 18.08% and a cumulative return of 394.05% since inception [2] - The average return for quantitative private equity firms this year is reported at 6.85%, with some individual products performing above this average [4] Group 3: Internal Conflicts - Jingqi Investment faced internal turmoil with the resignation of its controlling person, Fan Siqi, who cited management and coordination challenges as reasons for his departure [4] - Following his resignation, Fan Siqi accused the company of orchestrating a planned removal, claiming he lost access to critical operational tools and communication channels [5] - Despite the turmoil, Jingqi Investment clarified that the funds managed by Fan Siqi represent a small portion of the company's total assets under management, indicating limited impact on overall operations [4][5]