DeepSeek, launched by Zhejiang High-Flyer Asset Management, has become a model for AI application in quantitative investing, with many firms incorporating its AI reasoning model. The article notes that AI's role in investment research is expanding, with chatbots like OpenAI's ChatGPT being used to accelerate research. Baiont's AI-driven approach allows for continuous strategy upgrades, providing a competitive edge. Feng Ji argues that a complete transformation to AI-driven systems is necessary for firms to thrive, comparing it to the shift from traditional to electric vehicle manufacturing. The article concludes by noting that AI-based algorithms offer unique competitive advantages that are difficult to replicate.
Key takeaways:
- DeepSeek's success is pressuring China's quantitative hedge funds to adopt AI to avoid obsolescence.
- Baiont Quant, a leading AI user, has outperformed the CSI 1000 Index by 66 percentage points since inception.
- AI-driven investment systems are seen as essential for survival in the competitive 1.3 trillion yuan industry.
- Baiont's AI-based production line allows for scheduled strategy upgrades, enhancing performance and reducing risks.