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如何用AI帮助炒股系列（一）：投资中，AI 大模型能干什么,不能干什么?_我的网站

A |     (ECNS) -- A grassroots livestream in Shouguang, Shandong Province, has gone viral by recasting Journey to the West as a workplace comedy, drawing up to 400,000 concurrent viewers.      The show Xiyou Qunyinghui (literally "Gathering of Heroes from Journey to the West") features four performers portraying Tang Monk and his disciples in woodland settings, with costumes and voices echoing the 1986 TV adaptation.        Much of the humor comes from workplace dynamics, with Tang Monk as the manager and the Monkey King the overworked employee.    Improvised dialogue often draws on audience comments. Since debuting in April, the account has gained hundreds of thousands of followers, with clips spreading widely on social media. At its peak, one livestream drew 13.9 million visits.    In one exchange, the Monkey King complains that he and his fellow disciples do all the grunt work — fighting monsters, even cooking.    "I plan the route, don't I?" Tang Monk replies.    "Yeah, and it's a straight line from one monster to the next," the Monkey King fires back.    The livestream debuted on April 15, garnering more than 8,000 views. Its popularity surged in July as clips spread across social media, with the account gaining as many as 390,000 followers in a single day. At its peak, one livestream drew 400,000 concurrent viewers and up to 13.9 million views.    The show has also sparked debate online. Some viewers question whether its humor trivializes the literary classic, while others see the contemporary adaptation as a way of making familiar characters relevant to a new generation.     (By Helen Mo, intern Yang Hongran)                    。    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。                   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。

B | 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。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。

D |                    “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。

E |                    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。

F |                    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。

G |                    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:16:34:36