
Interactive Brokers推出新工具「Investment Themes」,化市場趨勢為明智的交易行動
這套工具據以為基礎的主題式情報由Reflexivity開發。Reflexivity利用其專有知識圖譜來描繪各公司與其業務驅動因素之間的真實關係。
Investment Themes可將複雜的市場資料轉化為清晰的互動式見解。投資者選定一個主題,像是「生成式人工智慧」或是「核能」,便可以立刻查看與該主題相關的上市公司,無需股票代號或事前研究。Investment Themes可幫助使用者發現模式、探索關係,並在更短的時間內做出明智決策。
「Investment Themes可幫助客戶消化原始資料、整理出他們可據之進行交易的看法。」Interactive Brokers行銷和產品開發執行副總裁Steve Sanders說,「這套工具旨在幫助投資者以更高的效率將突發的投資念頭轉化為可信的行動方針。」
「IBKR一向善於應用尖端科技為客戶提供先進交易及研究基礎設施。」Reflexivity共同創辦人暨執行長Jan Szilagyi表示,「推出這套工具,證明人工智慧確實有能力為衷心關切客戶體驗的一流機構創造價值。」
Investment Themes將複雜的市場關係轉化為可執行的情報,有了它,投資者將能夠:
在找到趨勢所在時查找可投資的公司:使用者輸入主題後,便可快速看到與這個主題直接相關的公司,減少對複雜篩選器或是預先設定觀察名單的依賴。
運用大量動態資料:Investment Themes涵蓋真實世界中約500個商業領域和產業趨勢。它運用Reflexivity建立的專有評分系統衡量每家公司的曝險,該系統評估與主題相關的營收曝險、策略重要性和資本支出等因素。
洞悉競爭環境:現在,Fundamentals Explorer中的每一家S&P 1500公司檔案都納入了Investment Themes頁籤。這個視圖列出該公司的產品、直接競爭者以及相關產業,幫助投資者注意到投資組合重疊之處、或是發現有互補作用的機會。
探索全球曝險及營收足跡:Investment Themes追蹤營收來源,具備檢驗各公司區域風險或成長潛力的能力。無論投資者想知道的是對沖風險或全球領導者,Investment Themes都能讓他們輕鬆掌握關注對象及關注市場。
IBKR運用Investment Themes簡化每一位投資者驗證投資念頭、找出關聯性、並將看法化為行動的過程。除了Investment Themes,Interactive Brokers還提供一套完整的發現工具,包括全球估值比較、情緒分析、債券篩選和證券借貸分析,旨在幫助投資者發現跨市場、跨資產類別和跨投資型態的機會。
Investment Themes開放IBKR的全球客戶免費使用。目前它在大多數平台上處於測試階段,將在短時間內全面上線。使用Trader Workstation的客戶可以在「New Window」選單中啟動Investment Themes;或者,也可以在Fundamentals Explorer中打開任何一支S&P 1500股票,然後點選其Investment Theme頁籤即可。使用者也可以在IBKR Mobile和IBKR Desktop的相同位置找到這套工具。
如欲取得進一步相關資訊,請造訪:
美國及IB LLC所服務的國家: Investment Themes
加拿大: Investment Themes
英國: Investment Themes
歐洲: Investment Themes
香港: Investment Themes
新加坡: Investment Themes
澳洲: Investment Themes
印度: Investment Themes
日本: Investment Themes
投資高手皆選擇Interactive Brokers
關於Interactive Brokers Group, Inc.:
Interactive Brokers Group的附屬公司利用一站式統一平台,在多個國家的超過160個市場以多種貨幣為全球客戶提供全天候的證券、大宗商品、外匯和期貨合約的自動化交易執行和代管服務。我們的服務對象涵蓋個人投資人、避險基金、自營交易團體、財務顧問和仲介經紀商。四十年來對於科技和自動化的專注,使我們能夠為客戶提供獨特的尖端平台來管理他們的投資組合。我們力求以較低的價格或免費為客戶提供有利的執行價格和交易、風險與投資組合管理工具、研究工具和投資產品,協助他們實現優厚的投資報酬。Interactive Brokers一直是公認的頂尖經紀商,曾榮獲《巴倫週刊》、Investopedia、Stockbrokers.com等權威產業媒體的多個獎項和讚譽。
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