16家头部量化“集结”！深圳，最新出手！

Core Viewpoint - The private quantitative investment industry is gaining attention with the rise of DeepSeek, as Shenzhen aims to transform into a global hub for quantitative innovation by enhancing its computing power infrastructure [1][2]. Group 1: Meeting Overview - A seminar was organized by the Shenzhen Private Fund Association, attended by 16 leading quantitative institutions, focusing on the challenges and opportunities in the AI era, computing power applications, and suggestions for building a computing power center in Shenzhen [1][2][4]. - The meeting highlighted the need for collaboration among quantitative firms to create a supportive ecosystem for development [2]. Group 2: Key Discussion Points - The seminar focused on three main areas: understanding the current state of quantitative institutions in Shenzhen, discussing the challenges and opportunities in the AI era, and providing feedback on the planning of the computing power center [4]. - The local government introduced plans for a computing power center aimed at optimizing resource allocation and reducing R&D costs for quantitative firms [5]. Group 3: Industry Pain Points - The quantitative industry faces three major pain points: increasing competition for talent, high costs and barriers in acquiring non-standard data, and the need for more flexible regulatory frameworks [8][9][10]. - There is a pressing demand for composite talents skilled in finance, AI, and mathematics, but competition from other regions remains a challenge [8]. Group 4: Institutional Feedback - Leading quantitative firms provided insights during the meeting, emphasizing the importance of AI in factor extraction, the need for industry standards, and the integration of macro and quantitative strategies [12]. - Suggestions included establishing a shared computing power platform and enhancing market trust through strategy transparency [12]. Group 5: Future Plans - Shenzhen plans to introduce policies to support the quantitative industry, including talent recruitment subsidies and computing power procurement assistance [10]. - The city aims to significantly enhance its intelligent computing power by 2026, with a target of over 80E FLOPS of real-time usable intelligent computing power [13].