2025年8月读书课：《如何用deepseek做投资》

Group 1 - The core idea of the article revolves around the emergence of AI tools like DeepSeek in the investment landscape, highlighting their potential to enhance trading methods and optimize investment strategies [1][2] - The article emphasizes the evolution of quantitative investing over the past two to three decades, focusing on the importance of data collection, pattern recognition, and algorithmic trading to achieve superior performance [2][3] - The introduction of DeepSeek by its parent company, Huansheng Quantitative, marks a significant development in the quantitative investment space, with its R1 version being a direct competitor to ChatGPT, showcasing impressive capabilities at a fraction of the cost [3][4] Group 2 - DeepSeek's standout feature is its ability to "precisely understand human intent," which allows it to gather information and perform deep reasoning to produce high-quality outputs, aligning closely with the investment decision-making process [3][4] - Despite its advanced capabilities, DeepSeek is not yet able to generate "perfect strategies" autonomously, as quantitative funds still rely on niche data and hidden patterns for competitive advantage [4][5] - The article suggests that integrating AI tools like DeepSeek into daily investment practices can help reduce emotional trading and deepen understanding of targets and industries [2][3]