2025年上半年，伴随着DeepSeek的火爆出圈，AI赋能在量化私募领域的应用，已成为量化私募工 作的重要方向。不少量化私募开启了烧钱的AI军备竞赛，百亿量化私募鸣石基金在持续加大超算等基 础设施投入的基础上，强化AI在策略研发中的应用，全方位助力量化投研。据了解，目前九坤、宽 德、蒙玺等头部量化私募已公开宣布加码AI研发。 DeepSeek点燃量化私募AI战火 2023年7月，幻方量化宣布成立大模型公司深度求索（DeepSeek），创始人梁文锋也成为市场关注 的焦点，其不仅拥有DeepSeek，同时还是中国两家百亿量化私募宁波幻方和九章资产的实控人。资料 显示，梁文锋于2008年开始研究量化对冲，2015年创立幻方量化，高峰时期，管理规模曾超千亿。作为 专业量化投资机构创始人，梁文锋旗下私募近年来业绩表现同样不凡。私募排排网数据显示，截至6月 30日，幻方量化旗下代表产品九章幻方中证500量化多策略1号的单位净值为4.9405 元，今年以来收益率 为18.08%，成立以来收益率高达394.05%。 头部量化私募们在算力、人才等领域不断投入巨资。百亿量化私募鸣石基金相关人士曾告诉《每日 经济新闻》记者，公司 ...

Core Viewpoint - The article highlights the increasing integration of AI in quantitative private equity firms in China, showcasing the significant advancements and performance improvements achieved through AI technologies in investment strategies [2][5][9]. Group 1: Company Developments - NianKong Technology has collaborated with Shanghai Jiao Tong University to submit a research paper on large language models, indicating its commitment to AI research [2]. - The company has established Shanghai QuanPin Siwei Artificial Intelligence Technology Co., Ltd. to focus on cutting-edge AI research [2]. - NianKong Technology has fully replaced traditional statistical arbitrage strategies with deep learning-based machine learning algorithms across all its stock strategy products [2]. Group 2: Performance Metrics - NianKong Technology's quantitative products have shown impressive performance, with an average return of ***% over the past year [2]. - Among the 15 billion AI quantitative private equity firms, 13 have reported products with performance data, achieving an average return of 29.91% over the past year [7]. - The average returns for these firms over three years and five years are 41.15% and 117.06%, respectively [7]. Group 3: Industry Trends - The number of billion-dollar quantitative private equity firms in China has reached 39, with 15 actively engaging in AI-related investments [3]. - The trend of integrating AI into quantitative investment strategies has been accelerated since the emergence of DeepSeek, a significant AI model in the industry [4]. - The application of AI technologies is seen as a key factor for survival and competitiveness in the quantitative investment sector [25].