彭博：AI 驱动资金加速涌入，中国量化基金管理规模一年内翻倍至 2.6 万亿元

According to Bloomberg, driven by the widespread application of artificial intelligence technology and leading performance, Chinese quantitative funds are witnessing a surge in capital inflows, with assets under management doubling in less than a year to exceed 2.6 trillion yuan. Data shows that the average return of quantitative equity long-only strategies last year reached 44.7%, 20.3 percentage points higher than active equity funds, driving investors to accelerate their shift from traditional stock-picking strategies to quantitative investment. Industry insiders believe that the investment logic has shifted from "choosing quant" to "choosing quant institutions with the strongest AI capabilities," with top firms continuously expanding their technical moats leveraging advantages in AI, data, and talent. However, as the scale of quantitative funds continues to expand and market pricing efficiency improves, the industry expects the difficulty of generating excess returns to further increase.