Core Viewpoint - The article emphasizes the significance of AI in investment strategies, particularly highlighting the advantages of Deepseek in understanding the Chinese market and enhancing investment returns [2][3]. Group 1: AI and Investment Strategies - Deepseek is recognized as a pivotal development in China's AI sector, providing insights that align closely with the A-share market, unlike foreign AI tools [2]. - The use of AI has led to a substantial increase in investment returns, with a notable contribution from quantitative strategies and options trading [2][3]. - The author suggests that maintaining a humble and inquisitive mindset while using AI tools can significantly enhance investment outcomes [2]. Group 2: Risk Management and Strategy Optimization - The article discusses the importance of cognitive improvement in recognizing market opportunities, emphasizing that understanding and knowledge are crucial for long-term success [3]. - It advocates for a shift from additive to subtractive strategies in investment, focusing on optimizing high-quality strategies while eliminating less effective ones [4]. - The combination of arbitrage and equity strategies is suggested to enhance overall investment performance, as they complement each other in terms of frequency and potential returns [3]. Group 3: Personal Development and Learning - The author reflects on the importance of continuous learning and adapting strategies, even in unfamiliar areas, to foster growth and understanding [7]. - There is an emphasis on the value of learning from others and recognizing expertise, particularly in unfamiliar fields, to enhance investment knowledge [7]. - Future research directions include expanding into international political economy and cultural conflicts to gain a broader perspective [7].
2025年收益很高,是我的大航海时代
集思录·2025-12-30 14:05