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江海证券推出“组合家”APP:做您的主题投资“智囊伙伴”,轻松管理资产!
财联社· 2025-08-08 03:35
在投资选择越来越多、新一代投资者成长的当下, 江海证券重磅推出 "组合家" APP 。它定位为 主动管理型主题投资的在线证券经纪和财 富管理平台 ,精准锁定 热衷于新鲜事物与热点题材的新一代投资者 , 旨在通过智能驱动重构主题投资生态 。 在智能驱动的主题投资新世代,传统工具和方法已难以适配新时代主题投资的需求。 投资者面临着五种类型的难题:「 发现难 」 热点主 题 / 赛道层出不穷,难以辨别哪个真有具有潜力?「 理解难 」 主题内涵复杂,产业链长,研究门槛太高!「 选股难 」 主题下个股良莠 不齐,难以辨别谁是龙头?核心标的?「 跟踪难 」 主题变化快,信息碎片化,较难持续有效跟踪。「 配置难 」 想一键构建风险可控的主 题组合?传统工具太割裂,研究、交易、组合管理分离,体验差! "组合家" APP 以 " 人人都是资产管理者 "为理念,融合 财联社强大的主题投资信息服务 、江海证券专业的 行研投顾陪伴 以及 社群共助 力量 ,为 您 打通 "研究→决策→交易→管理"的全链路 , 意在成为 穿越市场周期的 "智囊伙伴"! "组合家" APP 四大核心优势,解决 您 的投资痛点 1 、 AI主题引擎,快人一 ...
江海证券推出“组合家”APP:做您的主题投资“智囊伙伴”,轻松管理资产!
摩尔投研精选· 2025-08-08 03:30
Core Viewpoint - Jianghai Securities has launched the "Portfolio Home" APP, positioning it as an online securities brokerage and wealth management platform aimed at actively managing thematic investments for a new generation of investors who are keen on fresh trends and hot topics [1]. Group 1: Investment Challenges - Investors face five main challenges in thematic investing: difficulty in discovering potential themes, understanding complex themes, selecting quality stocks, tracking rapidly changing themes, and constructing risk-controlled thematic portfolios due to fragmented traditional tools [3][4]. Group 2: APP Features - The "Portfolio Home" APP is designed with the philosophy that "everyone is an asset manager," integrating powerful thematic investment information services from CaiLianShe and professional research and advisory support from Jianghai Securities to streamline the entire investment process from research to decision-making to trading [3]. - The APP offers four core advantages: 1. An AI theme engine that scans news, research reports, policies, and social sentiment to identify and evaluate emerging themes [3]. 2. Comprehensive data integration that provides a panoramic view of financial data, macroeconomic trends, industry dynamics, and company news for informed decision-making [4]. 3. Intelligent tools that simplify stock selection and portfolio configuration [5]. 4. A user-centric experience with a minimalist design that focuses on core functionalities, making it easy for all types of investors to use [10]. Group 3: Future Developments - The future roadmap for the "Portfolio Home" APP includes deepening AI capabilities, enhancing intelligent decision support, and developing features for natural language interaction to filter stocks based on specific criteria, as well as providing intelligent portfolio diagnostics and recommendations based on user preferences [10].