Group 1: Investment Rating - No investment rating information is provided in the report. Group 2: Core Views - After the Sino - US economic and trade talks, the A - share market is close to the previous high with increased divergence and resistance, but there are good layout opportunities after short - term adjustments. Overseas, the US stock market has shown a relatively strong performance, and there are opportunities for overseas investment, but short - term risks need to be noted [3][4][5]. - The quantitative strategy configuration view is: stock fund enhancement strategy > evergreen low - volatility strategy > overseas equity strategy. In the A - share market, the evergreen low - volatility strategy can be used as a base configuration, and part of the low - volatility strategy can be switched to the enhancement strategy. For overseas investment, investors with low overseas positions can appropriately buy on dips, while those with high positions can take profits [4]. - In the long - term, the US stock market is still expected to reverse and rise, and its long - term allocation value remains unchanged [5]. Group 3: Summary of Relevant Sections 3.1 Tool - based Fund Portfolio Performance Tracking - **Evergreen Low - Volatility Fund Portfolio**: Since the strategy started on July 31, 2023, it has maintained low - volatility characteristics, with significant excess returns. It has low drawdowns in volatile markets and good gains in rebound markets, combining defense and offense [15]. - **Stock Fund Enhancement Fund Portfolio**: The strategy has been running for a short time. Its performance is close to the CSI Active Stock Fund Index. It is expected to show stronger elasticity after the market environment improves and can maintain a similar trend to the benchmark in a weak market [17]. - **Cash - Enhancing Fund Portfolio**: After double - screening, it continuously outperforms the benchmark. Since the strategy started at the end of July 2023, the excess return has been continuously accumulated, exceeding 0.39%, providing a reference for cash management [18]. - **Overseas Equity Allocation Fund Portfolio**: Since July 31, 2023, in the context of the Fed's interest - rate cut cycle and the boost of artificial intelligence, it has accumulated high - level excess returns, and global allocation can increase the returns of equity portfolios [21]. 3.2 Tool - based Fund Portfolio Construction Ideas - **Evergreen Low - Volatility Fund Portfolio**: It is constructed by combining fund position - dimension factors and net - value dimension factors to meet the defensive needs of investors in high - risk markets and the needs of investors with moderate risk preferences [22]. - **Stock Fund Enhancement Fund Portfolio**: It aims to find funds with higher Alpha returns, combining restrictions on industry balance and position style exposure, providing a more offensive choice for investors with high - risk preferences [22]. - **Cash - Enhancing Fund Portfolio**: Based on multi - dimensional characteristic factors of money funds, a money - fund screening system is constructed to help investors optimize short - term idle funds [23]. - **Overseas Equity Allocation Fund Portfolio**: Based on overseas equity market indices, it selects QDII equity funds according to long - and short - term technical indicators, providing an auxiliary tool for global investment [25].

Core Viewpoint - The article emphasizes the launch of the "AI News Brief" feature by Wind, which allows investors to quickly grasp key market dynamics in just 30 seconds, significantly improving information processing efficiency during the busy earnings season [1][12]. Group 1: AI News Brief Functionality - The "AI News Brief" utilizes AI to automatically read and extract critical information from numerous news articles, announcements, and research reports, focusing on significant impacts on company fundamentals and price fluctuations [3][12]. - This feature compresses the time required for manual information filtering from 30 minutes to just 30 seconds, enabling investors to easily understand daily core dynamics [3][12]. - The service covers over 20 major financial markets globally, including A-shares, Hong Kong stocks, and U.S. stocks, providing a comprehensive view for decision-making [3][12]. Group 2: Real-time Alerts and Notifications - The "AI News Brief" includes a flexible alert mechanism that notifies investors of important announcements, such as earnings reports and performance forecasts, ensuring they do not miss critical information during the peak announcement period in April [4][12]. - Users can subscribe to receive alerts via WeChat and email, allowing them to access relevant reports and performance commentary immediately upon disclosure [6][12]. Group 3: Enhanced Reporting and Analysis - Each earnings report is paired with an intelligent AI interpretation feature that automatically generates key points and summaries, helping investors navigate the dense earnings season more efficiently [6][12]. - The "Alice Reader" tool provides smart parsing of financial reports, allowing investors to quickly grasp essential content without being overwhelmed by the volume of announcements [12]. - The "Alice Writer" feature enables rapid generation of professional research reports based on financial data, saving time and enhancing analytical efficiency [12]. Group 4: Integrated Monitoring and Insights - The "AI News Brief" offers a new viewing experience for monitoring selected stocks, automatically summarizing related announcements, research, and news in a clear format, allowing investors to grasp overall sector information on a single screen [8][12]. - This integration facilitates seamless transitions between reading news and analyzing market trends, enhancing the overall investment experience [8][12].