“正午阳光——青年学者论坛”是金融学院定期举办的以院内师生参与为主的学术交流活动，为全院专家学者之间、师生之间、南开金融与国际国内学术界之间提供了难得的交流机会。本学期“正午阳光”论坛初心不改，扬帆远航再出发，致力于营造学院学校科研氛围，推动师生学术科研水平不断提升！

2026年春季学期 “正午阳光——青年学者论坛”第2期活动安排如下：

讲座题目：Do Mutual Funds Benefit from the Adoption of AI Technology?

主讲人：张一鸣

南开大学金融学院师资博士后。博士毕业于香港科技大学商学院金融系。研究领域：共同基金，实证资产定价。

讲座时间：2026年3月26日（周四）12:00-13:30

讲座地点：金融学院116教室

内容摘要

This paper examines the impact of AI technology adoption in the mutual fund industry by developing a new measure of AI adoption based on hiring practices. We find that this measure can predict fund performance. Funds with a high AI ratio outperform non-AI funds, after controlling for relevant variables. Further empirical evidence indicates that this outperformance is driven by improved stock picking skill rather than market timing skill. Mutual funds that adopt AI technology tend to tilt their portfolios toward stocks with voluminous information, and these stocks contribute to their superior performance. These findings suggest that AI is good at processing large amounts of data and providing a more comprehensive analysis of stocks.