(原文發表於2025年2月2日)

Some call him China's Sam Altman. Others liken him to quantitative investing pioneer Jim Simons. Liang Wenfeng has much in common with these two innovators, and his influence may ultimately be just as great. Liang Wenfeng's Chinese company DeepSeek's artificial intelligence model has shocked the world, ranking among the top ten globally in terms of performance and popularity. The company achieved this feat using less advanced chips than those in the United States, stunning tech executives in Silicon Valley, politicians in Washington and global investors.

有人称他为中国的山姆·奥特曼。也有人将他比作量化投资先驱吉姆·西蒙斯。梁文峰与这两位创新者有诸多共同之处，其影响力最终或许也会同样巨大。梁文峰旗下的中国公司DeepSeek所开发的人工智能模型震惊世界，在性能和受欢迎程度方面位居全球前十。该公司使用的芯片不如美国先进，却取得了这一成就，令硅谷的科技高管、华盛顿的政客以及全球投资者大为惊叹。

Like Simons, Liang Wenfeng is a math geek with a passion for investing. He realized that analyzing large amounts of market data through computers could uncover hidden patterns and thus find ways to profit. His hedge fund High-Flyer Asset Management oversees about $8 billion in funds and is one of the largest quantitative funds in China. Colleagues said that Liang Wenfeng doesn't care about the external appearances of wealth and fame, but he has said that he hopes to gain the respect of the US-led tech community. It's safe to say that he has now earned that respect.

和西蒙斯一样，梁文峰是个痴迷投资的数学极客。他意识到，通过计算机分析大量市场数据，能够发现隐藏的规律，进而找到盈利方法。他的对冲基金高毅资产管理规模约80亿美元，是中国最大的量化基金之一。同事们表示，梁文峰不在意财富与名声的外在表象，但他曾说希望赢得以美国为首的科技界的尊重。可以说，他如今已赢得了这份尊重。

High-Flyer Asset is a pioneer in applying relatively new artificial intelligence technologies in China. Through these technologies, computers can not only collect market price data, but also process various types of data and sort out valuable patterns from them. Unlike high-frequency traders who try to trade a few milliseconds faster than others, Liang Wenfeng and his colleagues focus on medium-frequency trading with a relatively longer position-holding time. Liang Wenfeng was inspired by Simons, a mathematician and a pioneer in quantitative finance who founded the Long Island hedge fund Renaissance Technologies and started using machine learning techniques in the 1980s. Liang Wenfeng wrote the preface to the Chinese version of The Man Who Solved the Market: How Jim Simons Launched the Quant Revolution. He wrote, "Whenever I encounter difficulties in my work, I always think of Simons' words: 'There must be a way to model prices'."

梁文峰创办的高毅资产是中国应用相对新型人工智能技术的先驱。借助这些技术，计算机不仅能收集市场价格数据，还能处理各类数据并从中梳理出有价值的规律。与那些试图比他人快几毫秒进行交易的高频交易员不同，梁文峰及其同事专注于持仓时间相对较长的中频交易。

梁文峰的灵感源自西蒙斯，西蒙斯是一位数学家，也是量化金融领域的先驱，他创立了长岛对冲基金文艺复兴科技公司，并于20世纪80年代开始使用机器学习技术。梁文峰为《解读量化投资：西蒙斯用公式打败市场的故事》中文版撰写了序言。他写道：“每当工作中遇到困难，我总会想起西蒙斯的话：‘一定有办法为价格建模’。”

Technology executive and former hedge fund manager Richard Dewey said that DeepSeek's AI development strategy of achieving more with fewer resources (a smaller team, less capital and fewer chips) reminds him of quantitative traders. Dewey said, "They seem to focus on extracting a large number of signals from a relatively small amount of data, which is similar in spirit to the requirements of quantitative trading." According to people who know Liang Wenfeng, like some other quantitative traders, he prefers to be regarded as an engineer rather than a trader. People familiar with High-Flyer Asset describe Liang Wenfeng as a hands-on leader who optimizes algorithms to make them more intelligent in stock selection and risk hedging. Sometimes, to meet project deadlines, he would sleep in the office with his colleagues. He described his entry into the field of artificial intelligence models as a natural progression for an engineer curious about exploring the limits of computer learning.

科技高管、前对冲基金经理理查德·杜威表示，DeepSeek用更少资源（规模更小的团队、更少资金和芯片）实现更多成果的人工智能开发策略，让他联想到量化交易员。杜威说：“他们似乎专注于从相对少量的数据中提取大量信号，这在理念上与量化交易的要求相似。”了解梁文峰的人说，和其他一些量化交易员一样，他更希望被视为一名工程师而非交易员。熟悉高毅资产的人形容梁文峰是一位亲力亲为的领导者，他优化算法，让其在选股和风险对冲方面更智能。有时，为了赶项目期限，他会和同事们睡在办公室。他将自己进入人工智能模型领域，描述为一名对探索计算机学习极限充满好奇的工程师的自然发展。

One of Liang Wenfeng's major decisions was to open-source the code, meaning anyone could access it. He said he hopes DeepSeek can break the monopoly of large tech companies. He said in an interview with 36Kr last year, "For technicians, seeing others follow up on their achievements brings great satisfaction. Open-sourcing is more of a culture than a commercial act, and contributing to open-source can earn us respect." Colleagues said that Liang Wenfeng fits the typical image of a Chinese engineer. They said that he doesn't care much about his clothes and hairstyle, makes decisions based on formulas and calculations, and loves football. They also said that Liang Wenfeng has always been low-key and was very surprised to see DeepSeek become popular overnight.

梁文峰的一项重大决策是开源代码，意味着任何人都能获取。他表示希望DeepSeek能打破大型科技公司的垄断。去年他在接受36氪采访时说：“对于技术人员来说，看到别人跟进自己的成果会带来极大的满足感。开源更多是一种文化，而非商业行为，为开源做贡献能赢得尊重。”同事们说，梁文峰符合典型中国工程师的形象。他们说，他不太在意穿着和发型，基于公式和计算做决策，热爱足球。他们还说，梁文峰一直很低调，看到DeepSeek一夜成名感到十分惊讶。