根据公开资料，陈凯杨是公募基金老将，从业20年，投资经理年限是14年，拿过中国证券报的金牛奖、 中国基金报的英华奖、证券时报的明星基金奖。 陈凯杨职位是MD级别的董事总经理兼固收部公募组投资负责人，博时基金的固收业务，主要负责中长 债基，2022年管理规模约200亿左右。 （公司研究室 曲奇） 近日，一份疑似博时基金的工资单在网上被疯传，博时基金公司内部的工号、部门、姓名、职级、薪酬 等信息被泄露。 从曝光内容来看，涉及从固收、权益到财务、信息等部门数十名员工的工号、姓名、职级、月薪等情 况，其中月薪最高为13.5万元。 | id | login | department | | name | level | monthly_salary | | --- | --- | --- | --- | --- | --- | --- | | 5 | raally | 财务 | | 声 当顺 | S4.1 | 27,500.00 | | 1 | 112 | 财务 | | 11 | S4.1 | 24,300.00 | | - | | 财务 | | 11 82 | S4.1 | 23,500.00 | | | 10 | ...

Core Insights - The current market dynamics and investment strategies are influenced by macroeconomic factors, with a focus on minimizing errors and respecting market trends [1][2][4] - The investment philosophy emphasizes making sound purchasing decisions rather than merely acquiring "good assets" [3] - The integration of AI technology is enhancing research efficiency and decision-making processes within the investment framework [8][9] Group 1: Investment Philosophy - The importance of macro analysis is highlighted, as any investment behavior detached from the macro context poses significant risks [2] - The investment approach is centered around a framework that combines various asset classes, aiming for a dynamic balance to optimize returns [4][5] - The philosophy of "less error" in investment decisions is compared to sports, where maintaining a high success rate in critical moments is essential [1][3] Group 2: Market Dynamics - The current market is characterized by a profound restructuring of supply and demand, leading to a shift in investment strategies [3] - The concept of "asset scarcity" is discussed, indicating that the demand side has more choices rather than a complete disappearance of assets [3] - The bond market is expected to exhibit a different pattern in 2025 compared to the previous year, with increased volatility [3] Group 3: AI Integration - AI is viewed as a tool to enhance cognitive efficiency rather than a replacement for human analysts, allowing researchers to focus on value-creating tasks [8][9] - The use of AI in generating high-accuracy meeting records and developing complex risk evaluation models is noted as a significant advancement [8] - AI's role in credit research is emphasized, with the ability to analyze vast amounts of data and produce comprehensive reports [9]