Workflow
【金麒麟优秀投顾访谈】中泰证券投顾任游为:模拟组合主要操作策略——少做预测,多做预案

Group 1 - The investment advisor Ren Youwei from Zhongtai Securities Shenzhen branch achieved third place in the ETF simulation portfolio ranking for July, with a monthly return rate of 15.58% [1][2] - The success of the simulation portfolio is attributed to the collaborative efforts of the "Red Column Investment Advisory Team," which emphasizes teamwork and collective intelligence [2] - The investment strategy focuses on increasing position weight in sectors showing strong market momentum while preparing contingency plans for market fluctuations, allowing for a more composed trading approach [2] Group 2 - Zhongtai Securities is strategically focusing on three key areas of technological empowerment: AI-driven investment research to enhance decision-making efficiency, smart investment education tools to lower learning barriers for investors, and automated services to improve response speed through RPA (Robotic Process Automation) [3]