Interactive Brokers推出新工具「Investment Themes」,化市場趨勢為明智的交易行動
康乃狄克州,格林威治, July 17, 2025--(BUSINESS WIRE)--(美國商業資訊)--全球自動化電子經紀商Interactive Brokers(納斯達克代號:IBKR)宣布推出「Investment Themes」。這是一套由Reflexivity支援的直觀式發現工具,可以提高投資者的自信,加速將市場風向歸納為可執行交易行動的過程。Investment Themes在IBKR強大的交易平台上開放使用,透過連結各家公司、產品、競爭者和跨整個S&P 1500指數地區來簡化研究過程。
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。
免責聲明:本公告之原文版本乃官方授權版本。譯文僅供方便瞭解之用,煩請參照原文,原文版本乃唯一具法律效力之版本。
請前往 businesswire.com 瀏覽源版本: https://www.businesswire.com/news/home/20250716791139/zh-HK/
Contacts
Interactive Brokers Group, Inc.媒體聯絡人:Katherine Ewert,media@ibkr.com
Hashtags

Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles


CNBC
an hour ago
- CNBC
Josh Brown thinks this brokerage stock is going 'way higher'
Interactive Brokers is a stock that should be on Wall Street's watchlist, according to Josh Brown of Ritholtz Wealth Management. "That's on my best stocks list. I think that's going way higher." the firm's CEO said on CNBC's " Halftime Report " on Tuesday, referring to Interactive Brokers. "Just looking at the way Schwab and Robinhood have been treated, I think that stock should get a bigger rally. And there are tons of those stories everywhere I look in the sector, so I think it's going to continue to work. I think you want to be in financials into end of the year," Brown added. Shares of the electronic broker are up more than 40% in 2025, as investors have grown optimistic on the company's exposure to a wide range of currencies and strong trading volumes seen this year. Interactive Brokers has also benefited from hopes that the Trump administration's deregulation push will be a boon for the financial sector, which is up about 9% year to date. Peers Charles Schwab and Robinhood, which Brown mentioned, have rallied about 29% and 175% this year, respectively. While deregulation is not a catalyst for any specific financial stock, it is a tailwind for growth in the sector, Brown said. He said he thinks financials can do even better given the growth of multi-millionaire households, middle-class consumer spending and "explosive growth" in individuals' 401(k) retirement account balances. "The deregulation story is like the climate," Brown said. "It exists, and it's a different climate than what we experienced over the previous four years. And it probably, in the background, has helped people feel a little bit better about buying some of these wealth managers, asset managers, money center banks at an elevated price-to-book over what they would have paid five years ago when they were being regulated like utilities. So now, there's a little bit more slack in the reins." Analysts covering Interactive Brokers have an average price target on the stock that implies nearly 6% potential upside ahead, per LSEG. Of the 10 analysts covering the name, eight rate it a buy or strong buy. DISCLOSURES: All opinions expressed by the CNBC Pro contributors are solely their opinions and do not reflect the opinions of CNBC, NBC UNIVERSAL, their parent company or affiliates, and may have been previously disseminated by them on television, radio, internet or another medium. THE ABOVE CONTENT IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY . THIS CONTENT IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSITUTE FINANCIAL, INVESTMENT, TAX OR LEGAL ADVICE OR A RECOMMENDATION TO BUY ANY SECURITY OR OTHER FINANCIAL ASSET. THE CONTENT IS GENERAL IN NATURE AND DOES NOT REFLECT ANY INDIVIDUAL'S UNIQUE PERSONAL CIRCUMSTANCES. THE ABOVE CONTENT MIGHT NOT BE SUITABLE FOR YOUR PARTICULAR CIRCUMSTANCES. BEFORE MAKING ANY FINANCIAL DECISIONS, YOU SHOULD STRONGLY CONSIDER SEEKING ADVICE FROM YOUR OWN FINANCIAL OR INVESTMENT ADVISOR. INVESTING INVOLVES RISK. EXAMPLES OF ANALYSIS CONTAINED IN THIS ARTICLE ARE ONLY EXAMPLES. THE VIEWS AND OPINIONS EXPRESSED ARE THOSE OF THE CONTRIBUTORS AND DO NOT NECESSARILY REFLECT THE OFFICIAL POLICY OR POSITION OF RITHOLTZ WEALTH MANAGEMENT, LLC. JOSH BROWN IS THE CEO OF RITHOLTZ WEALTH MANAGEMENT AND MAY MAINTAIN A SECURITY POSITION IN THE SECURITIES DISCUSSED. ASSUMPTIONS MADE WITHIN THE ANALYSIS ARE NOT REFLECTIVE OF THE POSITION OF RITHOLTZ WEALTH MANAGEMENT, LLC" TO THE END OF OR OUR DISCLOSURE. Click here for the full disclaimer.

Business Insider
5 hours ago
- Business Insider
Coca-Cola plans to sell a US cane sugar version of its flagship soda this fall after pressure from Trump
It's official: America will soon have a Mexican Coke of its own. The Atlanta-based soft drink corporation said Tuesday that it plans to launch a version of Coca-Cola made with US cane sugar this fall to expand its traditional product range. "I think that will be an enduring option for consumers," CEO James Quincey told investors on the company's quarterly earnings call. Quincey said the company currently uses cane sugar in a range of other beverages in its US portfolio, including lemonade, tea, coffee, and vitamin water. He said the company is looking to use the "whole toolkit of available sweetening options" to cater to various consumer preferences. The move comes after President Donald Trump pressured the company to ditch corn syrup in its flagship soda. "I have been speaking to Coca-Cola about using REAL Cane Sugar in Coke in the United States," Trump said in a social media post earlier in July. "This will be a very good move by them — You'll see. It's just better!" While Trump is famously an avid consumer of Diet Coke, Quincey has previously said Trump is a fan of both the diet and regular versions of soda. "He actually goes back and forth," Quincey told CNBC in January. Coca-Cola currently markets a cane sugar-sweetened version of its soda as Coca‑Cola Mexico, since many of its sodas sold in Mexico are made with cane sugar. Many of its other products are sweetened with corn syrup. Corn producers receive heavy government subsidies, which generally make corn syrup cheaper to use than cane sugar. Data from investment analytics group Reflexivity estimates that a full switch from corn syrup to cane sugar in Coca-Cola's products would translate to a 35% surge in demand for the commodity, or an additional 1.4 million metric tons of sugar a year. Most US production of sugar cane is concentrated in Florida and Louisiana, according to the USDA. Brazil and India are the largest global producers of the crop.
Yahoo
8 hours ago
- Yahoo
1 Stock-Split Stock to Buy Hand Over Fist in July and 1 to Avoid
Key Points Stock splits don't change fundamentals, but there's some evidence they can lead to outperformance. O'Reilly has been a longtime winner in the auto parts industry. Interactive Brokers has delivered strong growth, but lower interest rates would put a significant dent in its profits. 10 stocks we like better than O'Reilly Automotive › Stock splits don't do anything to change the fundamentals of a stock, but investors still like them nonetheless. Some believe they make the stock cheaper, which is not really true. Though stock splits do lower the individual share price, they don't affect the valuation of the stock, which is what actually matters. Additionally, there's some evidence that stocks tend to outperform the S&P 500 after their split. That could be because management chooses the timing of the split, and they're likely to do it when they're confident that the stock can keep rising. Additionally, if investors see the stock split as a bullish signal, that could become a self-fulfilling prophecy, driving the stock up because people expect growth after the split. While there are a number of attractive stock-split stocks on the market, not all of them are buys. Let's take a look at one stock-split stock worth buying and another one to avoid. One stock-split stock to buy O'Reilly Automotive (NASDAQ: ORLY) has quietly been one of the best-performing stocks of the 21st century. The auto parts retailer has delivered a steady stream of growing profits and established a competitive advantage in serving the commercial channel, meaning repair shops. In that business, having the needed part in stock and being able to deliver quickly is essential. O'Reilly has also blanketed the U.S. with stores to drive its growth. Since 2000, the stock is up more than 12,000%, making it a 100-bagger. Given those gains, it shouldn't be a surprise to see the company finally issuing a stock split. It announced a 15-for-1 split on June 2, which went into effect on June 9. O'Reilly trades at a premium, but it's well-deserved. In the first quarter, comparable sales rose 3.6%, and the company continues to open new stores, with 38 new locations in Q1. For the full year, it sees comparable sales of 2% to 4%, and earnings per share of $42.90 to $43.40 (before the split was announced). That's about $2.90 in earnings per share. O'Reilly's distribution network is a key source of competitive advantage for the company. Having the right inventory in stock has helped it serve both the commercial and DIY channels. The company has also benefited as the average age of a car on the road has increased. This means that Americans are spending more money on repairs, instead of buying new cars. One stock-split stock to avoid The stock-split stock to avoid is Interactive Brokers (NASDAQ: IBKR), a leading discount brokerage, which issued a 4-for-1 stock split in June. It's true that Interactive Brokers' recent performance has been impressive. In Q1, commission revenue rose 27% to $516 million, buoyed by higher trading volume. As with other brokerages, the bull market has been good to Interactive Brokers, as investors tend to be more active when they believe stocks will go up. Customer accounts in the quarter were up 32% to 3.87 million, and equity rose 34% to $664.5 billion. Those numbers are all positive and show the business delivering solid growth. However, the reason to avoid the stock is that most of its revenue currently comes from interest income, and that may not be sustainable. While interest rates have remained elevated due to fears about inflation coming back, the Federal Reserve still aims to bring down interest rates, which will cool off Interactive Brokers' most valuable profit stream. The company collects interest on both the cash it holds and margin loans, and says that yields are generally a reflection of benchmark interest rates, which are greatly influenced by the Fed. Cash and margin loans contribute a similar amount of its income. Additionally, the stock is trading at a price-to-earnings ratio of 35, though interest rate cuts or a sell-off in stocks could wipe out profits. While the company deserves credit for its execution and the growth of the business, the valuation and reliance on interest income set the stock up for a potential pullback. Should you buy stock in O'Reilly Automotive right now? Before you buy stock in O'Reilly Automotive, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and O'Reilly Automotive wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $652,133!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,056,790!* Now, it's worth noting Stock Advisor's total average return is 1,048% — a market-crushing outperformance compared to 180% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of July 21, 2025 Jeremy Bowman has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Interactive Brokers Group. The Motley Fool recommends the following options: long January 2027 $175 calls on Interactive Brokers Group and short January 2027 $185 calls on Interactive Brokers Group. The Motley Fool has a disclosure policy. 1 Stock-Split Stock to Buy Hand Over Fist in July and 1 to Avoid was originally published by The Motley Fool