Introduction of AI Quant Investment
Online
课程简介
本次线上直播课程面向个人投资者，以"别和机器拼手速"为主题，系统讲解如何借鉴量化投资思维、识别行为误区、善用 AI 工具来提升投资决策质量。课程分为三大模块：第一模块介绍量化投资的基本框架与六类经典投资因子（价值、质量、动量、低波动、规模、短期反转），结合 A 股真实案例讲解因子的适用场景、失效风险与回测陷阱；第二模块通过六个互动测验，剖析前景理论、处置效应、锚定效应、过度自信、羊群效应等行为偏误如何影响交易决策，并介绍 Pre-mortem 等纪律工具；第三模块现场演示 AI Agent 在投资研究中的应用，包括数据质量审查、因子解释与冲突分析、回测审计、多角色投资委员会模拟，以及 Human-in-the-loop 决策流程。
Course Overview
This two-hour online lecture, themed “Don’t Race Against Machines,” equips individual investors with a scientific, reproducible investment decision framework. Module 1 introduces quantitative investing fundamentals and six classic factor families (value, quality, momentum, low-volatility, size, and short-term reversal), illustrated with real A-share market cases covering factor applicability, failure risks, and backtest pitfalls. Module 2 uses six interactive quizzes to dissect behavioral biases—prospect theory, disposition effect, anchoring, overconfidence, and herding—and presents disciplinary tools such as Pre-mortem analysis. Module 3 demonstrates AI Agent applications in investment research, including data quality auditing, factor interpretation and conflict analysis, backtest review, multi-role investment committee simulation, and Human-in-the-loop decision workflows.
