1. Report Industry Investment Rating No relevant information provided in the report. 2. Core View of the Report - OpenClaw demonstrates comprehensive task execution ability in constructing ETF fixed - investment strategies, including full - process execution from data extraction to strategy construction, code writing, and timed prompts, as well as good thinking ability in constructing fixed - investment strategies and risk indicators [3][57]. - Although OpenClaw has some minor issues such as low - level errors and data hallucinations, it can gradually meet user needs as it learns about the stock market, quantitative research logic, and investor habits. Some low - level errors can be corrected through skill solidification or dialog box instructions, while others require framework upgrades [57][58]. - After considering idle capital costs, the RSI oversold strategy outperforms the 60 - day moving average strategy in terms of annualized return, and the RSI fixed - investment strategy shows relatively better overall performance among the six strategies [40][43]. 3. Summary by Directory 3.1 OpenClaw's Typical Use Scenarios: Strategy Construction and Signal Prompting - OpenClaw can autonomously deploy the quantitative environment, extract data, and calculate quantitative strategies. It can also perform market tracking, execute timed tasks, and complete a series of process - based actions, which differentiates it from other platforms. The report attempts to use OpenClaw to construct a fixed - investment strategy and a signal timed prompt system based on the Cathay CSI A500 ETF (159338) [5]. 3.2 Using OpenClaw for Fixed - Investment Strategy Construction 3.2.1 Preparation: Data Extraction - Read relatively complete index data and save it locally. Connecting OpenClaw to the API interface of the data source makes the overall process smoother, eliminating the need for manual pre - processing of data [6][9]. 3.2.2 Initial Fixed - Investment Calculation: Guidance and Correction - Guide OpenClaw to perform initial fixed - investment calculations through the dialogue window, comparing the performance of simple one - time investment, ordinary monthly investment, and basic intelligent fixed - investment. After guiding OpenClaw to use the internal rate of return (IRR) as the core income assessment indicator, it can focus on using IRR for comparison in subsequent calculations. However, OpenClaw requires a long - time and high - degree of manual guidance due to inaccurate understanding of fixed - investment content and the exacerbation of hallucination phenomena after the DeepSeek large model is connected [10][13][15]. 3.2.3 Design and Income Comparison of Intelligent Fixed - Investment Strategies - Without providing clear strategy construction prompts, OpenClaw successfully constructs 6 types of complex intelligent fixed - investment strategies, using diverse technical indicators such as multiple moving averages and RSI. It also incorporates multi - level加仓 mechanisms, enhancing the flexibility and market adaptability of the strategies. After calculating the IRR of these strategies, the 60 - day moving average strategy performs well in terms of win - rate and income [19][20][30]. 3.2.4 Further Comparison of Fixed - Investment Strategies - Request OpenClaw to design exclusive risk indicators for fixed - investment strategies. By comparing the risk control and drawdown of each strategy, the 60 - day moving average strategy shows better comprehensive performance. After considering idle capital costs, the RSI oversold strategy becomes the one with the highest annualized return. Finally, parameter sensitivity tests are conducted on each strategy, and the RSI fixed - investment strategy shows relatively better overall performance [33][36][43]. 3.3 Construction of a Signal Prompt System Based on the Cathay CSI A500 ETF (159338) 3.3.1 Basic Information of the Cathay CSI A500 ETF - Ask OpenClaw to display the investment - related basic information of the Cathay CSI A500 ETF, including code, establishment date, fund manager, scale, tracking error, etc., providing comprehensive reference for investors [45]. 3.3.2 OpenClaw's Daily Tracking and Signal Prompting - Request OpenClaw to establish a timed task to track the performance of 6 types of fixed - investment strategies on the Cathay CSI A500 ETF daily and provide signals. OpenClaw successfully completes the establishment of this timed task, and an example of the monitoring and push results on March 17, 2026, shows that 4 out of 6 strategies issue buy signals [51][55][56]. 3.4 Thoughts and Summary - OpenClaw shows comprehensive task execution ability but has problems such as lack of basic market knowledge and model hallucinations, which affect the initial user experience. Some issues can be solved through learning and framework upgrades, and it is expected to significantly improve the efficiency of investment research in the future [57][58].

Core Viewpoint - Intelligent investment is an advanced version of regular investment, focusing on automatic adjustment of investment amounts based on market conditions, rather than fixed amounts [3][4]. Group 1: Definition and Strategies of Intelligent Investment - Intelligent investment adjusts the investment amount according to market fluctuations, increasing the amount when the fund price drops and decreasing it when the price rises [3][4]. - Two main strategies of intelligent investment are: 1. Valuation Strategy: Invests only when the market is undervalued, avoiding investments when the valuation is not favorable [5]. 2. Moving Average Strategy: Increases investment when the price is below the moving average and decreases it when above, with a variable investment rate between 60% and 120% of the base amount [5][6]. Group 2: Comparison with Regular Investment - The key differences between intelligent and regular investment lie in: 1. Investment Method: Regular investment has a fixed amount, while intelligent investment adjusts based on market conditions [6][7]. 2. Profit Logic: Regular investment relies on passive averaging of costs, while intelligent investment actively optimizes buying at lower prices [8]. 3. Funding Requirements: Regular investment has a low threshold, while intelligent investment, especially with the moving average strategy, requires sufficient reserve funds to avoid failed transactions [9]. Group 3: Practical Considerations - There are two important rules for modifying intelligent investment agreements: 1. For the moving average strategy, modifications cannot be made from 15:00 the day before the deduction until 15:00 on the deduction day [10]. 2. For the valuation strategy, modifications are not allowed from midnight to 15:00 on the deduction day [10]. Group 4: Conclusion - While intelligent investment offers more sophisticated strategies than regular investment, consistent adherence to the investment plan is crucial for achieving cost-averaging benefits [11][12].

Group 1 - The article recommends several high-quality original public accounts in the fund investment field, emphasizing their valuable content and the investment methods and opportunities learned from them [1][2] - The accounts mentioned include "复来指数投资," which focuses on index fund investment and offers practical strategies such as intelligent investment strategies and industry rotation strategies [3] - "阡陌说" is highlighted for its data analysis and ability to discover lesser-known but excellent fund managers, providing clear and detailed articles [4] Group 2 - "投资闲记" is noted for its deep insights into value investing and index investment, sharing unique market perspectives and historical patterns [4] - "小鱼量化" presents a diversified investment system suitable for ordinary investors, focusing on low-cost, high-dividend, and convertible bond investments [5] - "懒人养基" promotes a long-term, steady, and value investment approach, encouraging research before buying and minimal management afterward [6]

Group 1 - The core idea of the event is to promote the advantages of ETF regular investment strategies to investors, emphasizing rational, value, and long-term investment concepts [1][7] - The event in Nanjing is part of the "ETF Lecture Hall" national tour aimed at educating investors about ETF products and investment strategies [7][8] - The deep exchange market has seen rapid growth in ETF products, with a total scale exceeding 1.1 trillion yuan as of June 2025, indicating a strong demand for innovative financial products [7][8] Group 2 - The ETF regular investment strategy is designed to address individual investors' pain points, enhancing their investment experience and providing stable long-term funding sources [2][3] - The strategy includes eight different regular investment options tailored to various risk preferences and investment scenarios, such as retirement and education [3] - The "打卡定投" nationwide investment education campaign has attracted over 16.5 million participants since its launch on May 15, showcasing the growing acceptance of the regular investment concept [3] Group 3 - Experts from financial institutions shared practical tips on using intelligent regular investment strategies to mitigate emotional interference and diversify investment risks [4] - The combination regular investment strategy allows investors to flexibly allocate funds across different markets and styles, reducing the impact of volatility [4][5] - The goal-oriented regular investment strategy helps investors set clear profit targets, enhancing stability and satisfaction in the investment process [5][6] Group 4 - The deep exchange market is a major hub for high-tech and strategic emerging industries, providing diverse investment opportunities through various ETF products [7][8] - Future initiatives will focus on promoting core ETF single product and combination regular investment strategies, enhancing investor education through various channels [8]