Jinze 金泽
@kanazawa0x0
Here are my reading notes NOT financial advice.
가입 April 2022
757 팔로잉 중 8.7K 팬
高盛给出了反直觉观点：AI 不会让市场更有效率—会通过羊群效应让市场变得更无效率
散户会越来越同质化（因为大家都问同一 GPT）会催生‘羊群 2.0’，同时也创造逆向交易机会
当今的市场不再由基本面驱动，50%+ 的股票回报来自情绪/主题/趋势暴露，之后只会更甚
知道问什么问题 是 AI 时代的护城河
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While AI is enabling more sophisticated data analysis in the quantitative investment space, it is also creating new inefficiencies. On the Goldman Sachs Exchanges podcast, Osman Ali, global co-head of Quantitative Investment Strategies in Asset Management, discussed his observations:
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