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效率↑↑↑,AI和Python在投研、风控、量化投资方面的使用技巧分享
梧桐树下V·2025-07-04 16:01

Core Viewpoint - The article emphasizes that AI technology is reshaping the investment research industry, making the adoption of AI and Python essential for financial professionals to enhance efficiency and effectiveness in their work [1]. Data Acquisition and Processing - AI and Python play a significant role in acquiring and processing financial data, enabling efficient retrieval of key information such as financial reports and market data through web scraping techniques [1]. - Tools like Python's requests and Selenium libraries facilitate data extraction, while regular expressions and Beautiful Soup (BS) libraries assist in data parsing for subsequent analysis [1]. Financial Analysis and Valuation - In financial analysis, AI tools can quickly extract and analyze financial data, allowing for comparisons between single and multiple companies [2]. - The combination of AI and Python, particularly using the Pandas library, enables in-depth analysis of key corporate metrics and the construction of DCF valuation models for more accurate enterprise value assessments [2]. Report Writing and Data Visualization - AI excels in report writing and data visualization, generating high-quality financial reports rapidly [3]. - Tools like Huohua Shutu and mind mapping software help present complex financial data in intuitive graphical formats, while Python libraries such as Matplotlib and Pyecharts enable dynamic data visualization [3]. Automation of Financial Processes - The integration of AI and Python allows for the automation of financial processes, such as batch file generation and automated auditing, significantly improving work efficiency [4]. - Developing personalized AI systems can provide tailored investment research support, enhancing data processing capabilities [4]. Quantitative Investment Strategies - The application of AI and Python in quantitative investment is promising, supporting everything from K-line chart plotting to the development and backtesting of classic investment strategies [5]. - Python-based quantitative strategy backtesting platforms allow investors to easily test and optimize their investment strategies, potentially increasing returns [5]. Course Offerings - The course "AI Large Model + Python Empowering Financial Full Process Practice" aims to explore advanced applications of AI and Python in investment research, covering complex strategy construction and intelligent research system development [5]. - The course includes 86 detailed lessons totaling 32.5 hours, providing a comprehensive overview of AI and Python in financial research, along with practical case studies [7]. Course Structure - The first chapter focuses on the application of AI large models in financial research, teaching participants how to design prompts and extract information from real financial documents [8]. - The second chapter covers practical skills in Python for finance, including data processing, automated data scraping, and tool development [10].