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从算法交易到数据基建:一条正在成形的长期趋势线
in
Jauni treideri
Dec 14 at 19:06
机器学习和人工智能在金融交易里的应用,并不是这两年的新鲜事,早在 2010–2012 年就已经被量化基金和机构广泛使用,只是当时更多是统计和执行层面的工具,而现在算力和数据规模的提升,让同样的逻辑被放大成真正的竞争优势。这也是为什么机构对 AI 并不陌生,他们做的不是“尝试”,而是系统升级。ClickHouse 从 AWS 招募一位拥有多年实战经验的解决方案架构师,也不是偶然动作。这类岗位的核心价值在于落地、规模和稳定性,说明客户已经不满足于“技术好不好看”,而是直接问“能不能扛住业务、能不能稳定赚钱”。当一家技术公司开始补强这一层,往往意味着商业化正在加速,而不是还停留在概念阶段。再看麦当劳这样的传统公司,周线图在高位区间形成技术支撑,本身就是一个很强的资金信号。在高利率和宏观不确定性仍在的背景下,资金依然愿意在这种稳定现金流资产上反复承接,说明市场并没有完全走向投机,而是在寻找“确定性”和“成长性”之间的平衡。综合来看,现在的市场状态更像是技术升级与防御资产并行推进的阶段。AI 和数据基础设施在悄悄变成生产力工具,而不是讲故事的题材;同时,具备稳定现金流的老牌公司继续提供底仓支撑。这种结构通常不是行情的终点,而是一个长期趋势中,资金重新分配、为下一...
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