我可能不会爱你
Chinese FM urges greater progress in China-South Korea strategic cooperative partnership_我的网站

A | 让 AI 大模型每天给你推荐股票,躺赢?
很多朋友这样试过,偶尔有惊喜,但时间一长,发现没那么容易。 Chinese Foreign Minister Wang Yi said here on Thursday that he hopes South Korea will firmly pursue a friendly policy toward China and take the 35th anniversary of the establishment of diplomatic relations between the two countries next year as an opportunity to make greater progress in the China-South Korea strategic cooperative partnership. Wang, also a member of the Political Bureau of the Communist Party of China Central Committee, made the remarks when meeting with South Korean President Lee Jae Myung in Seoul. Wang said the comprehensive restoration of China-South Korea relations and positive progress made since the beginning of this year have demonstrated that a rational, pragmatic and positive policy toward China fully serves South Korea's interests and is in keeping with the trend of the times. As an important force for maintaining world peace, China consistently advocates the political settlement of international and regional conflicts through dialogue, Wang said, adding that China is also a major stabilizing force, providing valuable certainty for the world. Wang also noted that China is ready to share development opportunities with all countries, especially its neighbors. Amid growing global economic fragmentation and rising trade protectionism, Wang pointed out that China and South Korea should set an example by concluding the second phase of Free Trade Agreement (FTA) negotiations at an early date to promote regional economic integration and universally beneficial and inclusive economic globalization. For his part, the South Korean president said that he was glad to see China-South Korea relations improving and developing rapidly, with strong growth momentum in economic and trade cooperation. While highlighting that people-to-people exchanges between the two countries are expected to exceed 10 million this year, Lee said that South Korean public perceptions of China are improving and there are growing expectations for strengthening comprehensive cooperation with China. Amid the current international situation, Lee said that stronger strategic cooperation between South Korea and China serves the fundamental interests of both countries and is important for regional peace and stability. South Korea and China should become mutually dependent and mutually beneficial partners with complementary strengths, Lee said, adding that the two countries need each other in areas such as economy, trade and security. Lee said he looks forward to visiting China's Shenzhen City in November for the 2026 APEC Economic Leaders' Meeting, calling it an important opportunity to work with China to advance the South Korea-China strategic cooperative partnership to a new level. During the visit, Wang also met with South Korean Foreign Minister Cho Hyun and Wi Sung-lac, South Korea's top presidential national security advisor.
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来看一篇严谨的学术跟踪论文,2026年4月份刚出炉:
发布机构挺权威,NBER ( 美国国家经济研究局)。
直接说结论:研究团队使用ChatGPT5.0、5.2 版本,Claude、Gemini,Grok 在内的主流模型,每天开盘前提问:推荐一篮子能跑赢标普500指数的股票。收集持仓建议和每日调仓建议。
跟踪了一年时间,结果是:收益平庸,波动很大。

B | 6 个月超额收益是 1.7%;但如果用 DGTW 特征基准(去掉整体市场风格变化因素)做调整,基本上就没啥优势了。

C | AI 组 合平均 beta 达到了1.6。且换手率最高达到了每天 9%——隔天就要换掉一成仓位。 这跟很多朋友使用 AI 模型后的直觉对上了:第一天你可能惊艳,第三天很可能失望。 “AI 荐股不能跑赢市场”背后的根本原因是: AI 不是在思考,是在跟风。 穿透看,AI 选股的逻辑,目前看是跟着媒体曝光度走:谁被媒体曝光率高,就选谁。 让 AI 帮忙直接推荐,会发现推荐的股票雷同,集中度很高,经常换手,且选股并不聪 明。结果也很平庸。

D | 问题来了:知道大模型做不了什么,那么就意味着它在个人投资方面,可以放弃了 吗? 也不是,它有干不了的,也有很擅长的。 比如,大模型最大的优势是,闪电阅读长文,输出要点。 这解决了个人投资者的一个痛点:想读财报,深入了解一家上市公司,但是读不懂。财报太长,动辄几十页,长的上百页。信息复杂,专业术语堆积,很难搞。 繁重的活,本来就不是人干的。 AI 能帮普通投资者,补这部分短板。 本文为妙投付费内容,上述仅为摘要,购买本专栏即可解锁完整内容。新用户可免费领本专栏7天阅读体验机会,在妙投APP-我的-权益兑换 输入“妙投888”即可领取。
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Published on:21:55:22
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