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独家分享:Point72前股票分析师揭秘顶级对冲基金的投资策略 Exclusive sharing: Point72 former stock analyst reveals the investment strategies of top hedge funds <!-- @@@ -- This article comes from non-public information and is contributed by an anonymous author. It is for learning purposes only and does not constitute investment advice. Please indicate the source when reprinting I joined Point72 directly after college. At the time, they had just launched a development program to recruit new people from universities, train them, and eventually place them on one of the trading desks on the research team. This is how I started my career. When I started researching stocks and companies, I focused primarily on companies in the TMT (technology, media and telecommunications) space, specifically those related to payments and tech hardware. Payment companies include Visa, Mastercard, Square (then known as Block), etc.; hardware companies include Cisco, Arista, Nokia, etc. These companies produce large metal equipment used in data centers around the world. These are two areas that I delve deeply into. However, companies do not exist in isolation. To fully understand them, you have to understand the ecosystem in which they exist. Therefore, I also contacted and learned about a wider range of companies, including telecommunications, media and some…
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