Group 1 - The article emphasizes the importance of a quantitative asset allocation strategy based on the yield curve, specifically using the Nelson-Siegel model to describe the dynamics of the yield curve through three factors: level, slope, and curvature [5] - The developed duration rotation strategy has an annualized return of 4.63%, indicating a long-term and stable excess return compared to the benchmark [5] - As of October 31, 2025, the model signals a preference for allocating to long-duration interest rate bonds [5] Group 2 - The article highlights the weekly report from Everbright Securities Research, which compiles key insights across macroeconomic, industry, and company research to assist investors in clarifying investment opportunities [4]

Group 1 - The individual has retired after over 43 years in investment research, now operating independently to provide actionable investment insights [1] - The focus is on rules and factor-based equity investing strategies, emphasizing the use of numbers to inspire human intelligence-driven investment stories rather than serving the numbers themselves [1] - The approach combines quantitative analysis with classic fundamental analysis to uncover the true story of a company and its stock, highlighting the importance of future potential over past data [1] Group 2 - The individual has extensive experience covering a wide range of stocks, including large cap, small cap, micro cap, value, growth, and special situations [1] - Previous roles included managing a high-yield fixed-income fund and conducting research on quantitative asset allocation strategies, contributing to the development of Robo Advising [1] - A passion for investor education has led to conducting numerous seminars and authoring two books on stock selection and analysis [1]