Interactive Brokers 推出 Investment Themes 工具，将市场趋势转化为更明智的交易
该工具的底层主题智能由 Reflexivity 开发，依托其专有知识图谱，揭示公司与其业务驱动因素之间的现实关系。
Investment Themes 可将复杂的市场数据转化为清晰的交互式洞察。投资者可以从"Generative AI" （生成式人工智能）或 "Nuclear Energy" （核能）等主题开始，即时查看与该主题相关的上市公司，无需股票代码或事先研究。Investment Themes 帮助用户在更短时间内识别模式、探索关系，并做出明智决策。
Interactive Brokers 市场营销和产品开发执行副总裁 Steve Sanders 表示：'Investment Themes 能够帮助我们的客户，将原始的关系数据转化为可用于交易的投资叙事，其核心目标是让投资者更高效地将好奇转化为信心。'
'IBKR 始终走在技术前沿，为客户提供最先进的交易和研究基础设施。' Reflexivity 联合创始人兼首席执行官 Jan Szilagyi 表示，'本次合作充分展现了 AI 如何为高度重视客户体验的先锋机构创造价值。'
Investment Themes 将复杂的市场关系转化为可操作的情报，投资者能够：
从趋势出发，发掘可投资公司：输入主题即可快速查看与该概念直接相关的公司，无需复杂筛选或预设观察名单。
利用动态投资范围： Investment Themes 涵盖约500个现实世界的业务领域和行业趋势。Reflexivity 建立了专有评分系统，以评估每家公司的相关度，考量因素包括收入占比、战略重要性以及与该主题相关的资本支出等。
洞悉竞争格局：每家 S&P 1500 公司在 Fundamentals Explorer 中新增 Investment Themes 标签页，展示其产品、直接竞争对手与相关行业关系图谱，协助投资者识别投资组合重叠或发现互补机会。
探索全球收入与地区布局：Investment Themes 支持追踪公司营收来源地区，评估其地区风险或成长潜力。无论是希望对冲风险还是识别全球领导者，Investment Themes 都能让投资者更清楚地掌握哪些公司专注于哪些市场。
通过 Investment Themes，IBKR 让每位投资者都能更轻松地探索构想、识别关联，并将洞察转化为具体行动。除该功能外，Interactive Brokers 还提供全套专业研究工具，包括全球估值比较、情绪分析、债券筛选、证券借贷洞察等，帮助投资者跨市场、跨资产类别、跨投资风格发掘机会。
Investment Themes 现已向全球 IBKR 客户免费开放，目前处于测试版阶段，即将全面上线。使用 Trader Workstation 的客户可通过 'New Window' 菜单启动该工具，或在 Fundamentals Explorer 中打开任一 S&P 1500 股票，点击 Investment Theme 选项卡。此外，IBKR Mobile 与 IBKR Desktop 也可在对应位置使用该工具。
更多信息请访问：
美国及由 IB LLC 服务的国家： Investment Themes
加拿大： Investment Themes
英国： Investment Themes
欧洲： Investment Themes
香港： Investment Themes
新加坡： Investment Themes
澳大利亚： Investment Themes
印度： Investment Themes
日本： Investment Themes
最具远见的投资者，选择 Interactive Brokers
关于Interactive Brokers Group, Inc.：
Interactive Brokers Group的附属公司利用一站式统一平台，在多个国家的超过160个市场以多种货币为全球客户提供全天候的证券、大宗商品、外汇和期货合约的自动化交易执行和托管服务。我们的服务对象涵盖个人投资者、对冲基金、自营交易团体、财务顾问和介绍经纪商。四十年来对于科技和自动化的专注，使我们能够为客户提供独特的尖端平台来管理他们的投资组合。我们力求以较低的价格或免费为客户提供有利的执行价格和交易、风险与投资组合管理工具、研究工具和投资产品，协助他们实现优厚的投资回报。Interactive Brokers一直是公认的顶级经纪商，曾荣获《巴伦周刊》、Investopedia、Stockbrokers.com等权威行业媒体的多个奖项和赞誉。
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