AI 时代，聚宽的最新迭代与策略

Core Viewpoint - The article discusses the latest developments and strategies of JQAI in the context of the AI era, emphasizing the importance of attracting top AI talent and the implementation of AI-driven investment research strategies [2][3]. Group 1: AI Talent Acquisition and Engagement - JQAI recently participated as a sponsor in NeurIPS 2025 to connect with top global AI talent, leveraging the event to engage with researchers who have achieved significant results in AI [2]. - The company aims to continuously attract and unite top AI talent globally as part of its investment research focus [3]. Group 2: AI-Driven Investment Research - JQAI is committed to exploring AI-driven investment research, focusing on building a fully controllable investment research system and investing in high-performance computing resources [3]. - The company has developed a new technology engine with over 400,000 CPU cores and over 200 petabytes of GPU resources, creating a cloud-native distributed investment research platform [3]. - The proportion of factors derived from AI methodologies in JQAI's factor mining has increased from approximately 20% at the beginning of 2024 to over 60% currently, indicating a significant shift towards AI applications in investment processes [3]. Group 3: Quantitative Stock Selection Strategy - JQAI's quantitative stock selection strategy differs from traditional index-enhanced strategies by not setting specific style constraints against benchmark indices, allowing for greater flexibility in utilizing predictive models [4]. - The quantitative stock selection strategy is designed to dynamically adapt to market conditions, addressing challenges in index-enhanced investment strategies [5]. Group 4: Market Adaptability - The article uses an analogy comparing the A-share market to a lake, where the quantitative stock selection strategy is likened to a sonar-equipped fishing boat that can navigate to areas with higher excess returns, unlike index-enhanced strategies that are limited to specific regions [5].