Core Viewpoint - The rise of AI technology is making investment behavior smarter, particularly for individual investors, as AI tools are expected to eliminate the quantitative tool gap between retail and institutional investors [1][9]. Group 1: Tool Disparity - Institutional investors currently utilize advanced quantitative trading tools, while individual investors rely on traditional trading software, creating an unfair disparity [2][10]. - The emergence of quantitative trading in mainland China began in the early 2000s, with financial companies employing programmers to develop data-driven trading strategies [3][11]. Group 2: Development of Intelligent Trading Software - The company aims to create intelligent trading software for individual investors to achieve tool parity, having launched the first such software in April 2024 [3][11]. - The core product, "Quantitative King APP," covers the entire investment process from strategy construction to actual trading and has gained recognition from several securities firms [3][11]. Group 3: Specialized Financial Models - The company is developing a specialized large model for the financial industry, leveraging its extensive experience in securities information services [4][12]. - This model aims to provide more targeted and practical responses to investment-related queries compared to general-purpose models [4][12]. Group 4: Future Product Launches - A new feature, "ETF Automated Trading," will be added to the Quantitative King APP, aimed at enhancing individual investors' wealth management capabilities [6][14]. - The company plans to expand its offerings to include automated trading for government bonds, convertible bonds, and open-end funds, focusing on guiding individual investors towards wealth management [6][14]. Group 5: Research and Compliance - The company emphasizes that research is crucial for constructing AI-driven trading strategies, with its own research institute focusing on macroeconomics, strategies, and industry research [6][14]. - Compliance is highlighted as essential for ensuring that trading strategies are transparent and traceable, adhering to regulatory requirements [6][14]. Group 6: Collaborative Ecosystem - The company advocates for collaboration among academia, technology firms, and financial institutions to create value for users while adhering to ethical standards [7][15]. - The overarching theme is to make finance smarter and more humane, reflecting the need for continuous innovation and technology that serves investors [7][15].
独家专访|源达信息董事长郝旭：消除散户与机构间的量化工具代差 以技术“平权”个人投资者
Xin Lang Cai Jing·2025-12-23 05:09