Jinze 金泽
@kanazawa0x0
Here are my reading notes NOT financial advice.
加入 April 2022
757 正在關注 8.7K 粉絲
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
顯示更多
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:
顯示更多
