前言 传统投研依赖人脑归纳；未来投研依赖人机协作。AI不会替代分析师，但一定会替代不会用AI的分析师。 投研正在被重新定义 过去一年，我在无数场直播、线下会、甚至饭局上，都被问到同一个问题：AI 到底会不会取代投资研究分析员？ 这是一个好问题，但也是一个旧问题。 更现实的提问应该是：在AI主导的世界里，谁能成为被AI放大的那群人？ 我一直强调，未来的分析师，不是"看报告"的人，而是"训练AI去看报告"的人。当OpenAI、Anthropic、百度、阿里都在加速智能体（Agent）的生态建设 时，整个金融行业的工作方式，也在发生底层重构。 很多人还没意识到，AI正在让"投研门槛"发生变化。 在过去，你要做投研，需要三样东西：数据、模型、时间。数据要买、模型要建、时间永远不够。这决定了研究始终是少数人的专属游戏。 （我毕业后的第一份工作就是干这个，这是我当时的工位 但AI打破了这个壁垒。现在，一个GPT或Claude的智能体，就能在几分钟内：阅读上百页财报；抽取经营核心指标；分析上下游企业；给出初步估值逻 辑。 换句话说，AI已经让"一个人+一台电脑"变成"一支研究团队"。Reportify的使命，就是把这支"A ...

Proven innovator and technology executive Nathan Dionne to advance Blue Gold’s mission of building the world’s first gold-backed digital currency ecosystemNEW YORK, NY, Nov. 04, 2025 (GLOBE NEWSWIRE) -- Blue Gold Limited (Nasdaq: BGL) (“Blue Gold” or the “Company”), a next-generation gold development and technology company, today announced the appointment of Nathan Dionne as Chief Technology Officer (CTO), effective immediately. As CTO, Mr. Dionne will lead the delivery of the Company’s digital strategy, ov ...

Brazilian fintech unicorn Ebanx sees Hong Kong emerging as a stablecoin payment hub for mainland Chinese companies engaged in international trade, as its CEO visited the city's largest-ever Fintech Week to explore expansion opportunities. Hong Kong could serve as "a kind of initial validation, initial test" for Chinese companies exploring stablecoin use in cross-border commerce, said Joao Del Valle, CEO and co-founder of global digital payment services provider Ebanx, in a recent interview with the Post. ...

The Johannesburg Stock Exchange in Johannesburg, South Africa. AI-powered fintech firm Optasia Group rose in its debut on the Johannesburg bourse that marked South Africa’s biggest initial public offering this year. Most Read from Bloomberg The stock opened at 20.75 rand Tuesday and was at 19.71 rand by 11:22 a.m., giving the Dubai-based firm a market value of 24.3 billion rand ($1.4 billion). Optasia placed shares at 19 rand apiece last week. “An African company listing on an African exchange was just ...

Core Insights - AI-powered fintech firm Optasia Group experienced a strong debut on the Johannesburg Stock Exchange, marking South Africa's largest initial public offering (IPO) of the year [1] Company Summary - Optasia Group is positioned in the fintech sector, leveraging artificial intelligence to enhance its financial services offerings [1] - The company's IPO reflects growing investor interest in technology-driven financial solutions within the South African market [1] Industry Summary - The fintech industry in South Africa is witnessing significant growth, with increased activity in initial public offerings, indicating a robust investment climate [1] - Optasia Group's successful listing may set a precedent for future fintech companies looking to enter the public market in South Africa [1]

AI-powered fintech firm Optasia is eying expansion in Africa, Asia and Latin America following a Johannesburg Stock Exchange listing on Tuesday that will value it close to $1.4 billion https://t.co/MtDHBdzyEV ...

SINGAPORE, Nov. 03, 2025 (GLOBE NEWSWIRE) -- Antalpha Platform Holding Company (NASDAQ: ANTA) ("Antalpha" or the "Company"), a leading institutional digital asset financing platform, today announced that it will report its financial results for the third quarter of 2025 before the U.S. market open on November 10, 2025. The Company’s management team will hold a conference call at 8:00 A.M. U.S. Eastern Time on Novemebr 10, 2025 (or 9:00 P.M. Singapore Time on November 10, 2025) to discuss the financial resul ...

Fintech giant Affirm Holdings Inc (NASDAQ:AFRM) is trading a modest 0.6% higher at $72.31 at last check, still stuck beneath familiar pressure at the $80 level. The shares' most recent pullback was captured by the the $70 level, which now happens to be the site of another historically bullish trendline for the shares. Specifically, AFRM has pulled back to the 126-day trendline. Per Schaeffer's Senior Quantitative Analyst Rocky White, the stock is within 0.75 of the moving average's average true range (ATR) ...

XRP-linked fintech @Ripple began letting U.S. customers access spot trading for dozens of cryptocurrencies through its Ripple Prime service, the company said in a blog post on Monday. https://t.co/2M35Vm6aPV ...

Key insights: Affirm partnered with Worldpay to boost its distribution; and with New York Life to sell its BNPL lending volume. What's at stake: The BNPL fintech is battling rivals such as Klarna and PayPal for merchant and consumer support. Forward look: Affirm reports earnings Thursday. As it battles buy now/pay later rivals like Klarna and PayPal, Affirm is adding merchant and financial scale to bolster its installment lending.   Affirm has signed a distribution deal with Worldpay, and expanded its relat ...