炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 近日，一则"清退量化在交易所设备"的消息，引发了广泛的关注。 很多人可以想到的是量化投资快狠准、比人更理性，甚至凭借这几年攒下来的资金优势多抢了不少摩 王、沐王的配售。但他们没想到的是，量化竟可以通过券商，把服务器放到交易所里面。 从底层来看，这是一个关乎交易公平的问题。 一般来说，散户从手机下单经过完整的交易链路，整体延时在几十毫秒到几百毫秒之间，而高频玩家把 服务器托管在交易所，从下单到交易所撮合，可把时间优化到0.1-1毫秒以内。 于是，投资比拼的就不全是认知高低，而是装备强弱。在这场竞技游戏里，机构开局六神装，散户一双 草鞋走天下。这就好比暑期在迪士尼带娃，顶着烈日排了3小时的热力追踪，旁边的人已经用快速通道 把所有项目全都玩了一遍。 为了保护中小投资者，从去年实施的量化高频交易新规到今年调整交易链路的传闻，打击量化交易的速 度优势，一直是监管发力的重点。 目前，清退服务器的政策尚未尘埃落定，但传闻背后，始终令人好奇的问题是：量化机构的设备是怎么 放到了交易所的机房里？ 绿皮车和商务座 一个单子从散户的手机抵达交易所会经历怎样的 ...

近日，一则"清退量化在交易所设备"的消息，引发了广泛的关注。 很多人可以想到的是量化投资快狠准、比人更理性，甚至凭借这几年攒下来的资金优势多抢了不少摩王、沐王的配售。但他们没想到的是，量化竟可以通过 券商，把服务器放到交易所里面。 从底层来看，这是一个关乎交易公平的问题。 一般来说，散户从手机下单经过完整的交易链路，整体延时在几十毫秒到几百毫秒之间，而高频玩家把服务器托管在交易所，从下单到交易所撮合，可把时 间优化到0.1-1毫秒以内。 于是，投资比拼的就不全是认知高低，而是装备强弱。在这场竞技游戏里，机构开局六神装，散户一双草鞋走天下。这就好比暑期在迪士尼带娃，顶着烈日 排了3小时的热力追踪，旁边的人已经用快速通道把所有项目全都玩了一遍。 Jump Trading花费1400万美元买下芝加哥交易所附近的一块地，建立微波塔，Bloomberg 为了保护中小投资者，从去年实施的量化高频交易新规到今年调整交易链路的传闻，打击量化交易的速度优势，一直是监管发力的重点。 目前，清退服务器的政策尚未尘埃落定，但传闻背后，始终令人好奇的问题是：量化机构的设备是怎么放到了交易所的机房里？ 绿皮车和商务座 一个单子从散户的手 ...

私募排排网最新数据显示，截至2025年11月21日，蒙玺投资旗下今年以来有业绩展示且符合排名规则的产品共有10只，均由李骧管理，今年 来平均收益为***%。其中，有8只为量化多头产品，它们今年来的平均超额收益为***%。（ 点击查看收益 ） [应监管要求，私募产品不能公开展示业绩，文中涉及收益数据用***替代，合格投资者可扫码查看收益数据。] 本文首发于公众号"私募排排网"。 （点击↑↑ 上图查看详情 ） 今年以来，在市场流动性改善以及友好的策略环境下，多家量化私募凭借着其投研、风控、策略优势，进入百亿私募阵营。蒙玺投资就是其中一 家新晋的百亿量化私募。 蒙玺投资成立于2016年，是国内量化行业先行者之一。 依托强大的数据挖掘、统计分析和软件开发能力， 公司构建了覆盖多市场、多品种、 全频段的量化资产管理平台 。公司自主研发的低延迟交易策略和系统，经长期实践检验，形成一定技术壁垒，业绩表现获得了市场广泛认可。 蒙玺投资的投研团队有60余人，具备世界顶级高校的物理、数学、金融等多元学科背景。另外，公司在数据方面资源储备充足，除常用的量 价、基本面数据外，每年额外有千万级别另类数据购买成本，构建来自全球200+的 ...

Core Insights - The article highlights the growth and achievements of Mengxi Investment, a leading player in the quantitative investment sector in China since its establishment in 2016 [1][4] - The company has developed a robust quantitative asset management platform that covers multiple markets and asset classes, leveraging advanced data mining and statistical analysis capabilities [1][4] - Mengxi Investment has significantly increased its asset management scale, reaching over 110 billion yuan and employing more than 90 staff members as of 2025 [1][4] Company Development Timeline - 2016: Established in Shanghai [4] - 2017: Registered with the Asset Management Association of China and began developing asset management strategies [4] - 2019: Became a leading low-latency proprietary trading institution and entered the asset management business [4] - 2020: Managed assets of 1 billion yuan with 40 employees [4] - 2022: Increased asset management scale to 4 billion yuan with 60 employees [4] - 2023: Asset management scale reached 6 billion yuan with 70 employees [4] - 2024: Projected asset management scale of 7 billion yuan with over 80 employees [4] - 2025: Expected to exceed 11 billion yuan in asset management with over 90 employees [4] Investment Strategies - The company employs a multi-factor stock selection model, utilizing over 200 global data sources to build a diversified factor library [9] - Current strategies focus on index enhancement and market-neutral stock strategies, with significant positions in major domestic indices [9] - The short-cycle strategies have shown impressive performance, with low historical excess drawdown and low correlation with peers, providing differentiated returns for investors [9][10] Research and Development Team - The investment research team consists of over 60 members with strong educational backgrounds in mathematics, physics, and chemistry from globally recognized institutions [10] - The team employs a "large group" research model combined with a "small group" incentive model to enhance efficiency and achieve optimal results [10] - The company emphasizes talent development, ensuring a robust talent pipeline that precedes strategy and management scale [13] Core Advantages - Mengxi Investment maintains a leading position in the low-latency trading sector, with deep integration of AI to enhance its strategies [11][12] - The company has established a strong technical foundation with significant investments in IT upgrades and new equipment each year [13] - The management philosophy focuses on a people-oriented approach, fostering a supportive and collaborative work environment [13] Performance Metrics - As of June 30, 2023, Mengxi Investment's average return for the first half of the year reached ***%, ranking in the top 10 for quantitative returns among private fund managers [1] - The average return for Mengxi Investment's products over the past year also placed them in the top 10 among large quantitative private funds [1] - The company has received multiple awards for its performance and growth, including recognition as a top private fund management company [20][22]