如何在Hashtags中找到Alpha

1989年11月，Tim Berners-Lee通过将被称为万维网所谓的HTML客户端和服务器之间的第一次通信。在25年中，网络已经发展成为历史上最大的互联信息池。某些行业领导了利用所产生的巨大业务潜力。许多客户面向企业经常分析社交媒体趋势，以确定客户的情绪，像Amazon.com系统地收获用户的浏览数据以定制其产品并提升销售额。

然而，资产经理 - 谁可能比其他任何人依赖于信息赚钱 - 在很大程度上低估了网络作为数据来源。这部分源于关注涉及截然不同的信息。平均而言，有277,000名推文，246万张Facebook邮政和400万谷歌每天搜索每分钟。忘记众所周知的大海捞针 - 试图找到有用和可靠的信息，就像试图在银河系中找到一个针头。但这是一个普遍的挑战。在资产管理人员以及整个金融部门，面对特定的障碍是遵守问题。严格的协议意味着许多公司的计算机限制了对社交媒体和在线内容的访问。在某些情况下，员工甚至无法在自己的个人设备上扫描网络。

But opportunity knocks. Over the course of the past two years, we at Eagle Alpha have seen a change, most notably with the Securities and Exchange Commission’s acceptance of social media as a means for companies tocommunicate material nonpublic information. This lent official endorsement to social media’s role as a source of information for asset managers. You may recall the so-called hash crash of April 23, when the Dow Jones industrial average dropped 145 points after a Tweet from the Associated Press’s Twitter account said there were two explosions at the White House and President Barack Obama had been injured. A hacker from the Syrian Electronic Army later claimed responsibility for the tweet. There’s often a direct positive correlation between Apple’s price per share and whenActivist Investor Carl Icahnsends tweets about the tech stock.

但是，通过在线媒体披露，还有许多其他市场移动事件。例如，Blinkx，伦敦和旧金山总部的案例在线视频广告网络。亚慱体育app1月，哈佛商学院Benjamin Edelman教授的博客帖子提出了关于该公司的严重问题收入报告和商业模式,导致其股价下跌逾30%in a single day. Harvard had Edelman disclose his investor relations as a result. The same month, Expedia’s stock dropped more than 4 percent after Search Engine Land, a site that reports on search engine marketing, revealed that Expedia’s website had lost 25 percent of its search visibility on Google because of penalties for buying links that helped improve search rankings in contravention of Google’s rules.

Though the value of the web hasn’t been recognized by all asset managers, there is a small group of firms that has started to actively adapt to the new reality and is harnessing the power of the Internet to gain competitive advantage. Such trailblazers include Westport, Connecticut–based对冲基金公司Bridgewater Associates，爱丁堡，苏格兰 - 总部位于都柏林的阿尔忒弥斯投资管理和Mediolanum资产管理。这些公司正在利用Web内容进行实时经济建模，以提高管理层的更多资产并提高投资决策。

诸如哈希崩溃或ICAHN的博客上的示例与第一个访问在线发布的信息的访问情况涉及短期提升。但这不仅仅是资产管理人员的快速降压问题。智能使用通过博客或社交媒体传播的信息也可以揭示可以向长期提供投资的趋势。

资产管理人员不是唯一可以在Twitter的讲义中的金融家跳上社交媒体的趋势主题。访问Twitter的消防软管可以为交易商提供无法在传统新闻渠道上立即出现的信息。同样，投资组合管理人员可以在线上网来监控他们持有股份或正在考虑投资的公司。可以为公司的公司开采数据，对于首席执行官和雇员意见，以及洞察竞争对手，关键合作伙伴或子公司的洞察力，以提供完整的尽职调查。在宏观层面上，能够识别信号和现场趋势将意味着投资者可以预测市场的风险，并利用机会。

Finally, research analysts can access data on stocks and companies to provide more color. This can provide supplementary insights that can help an investor rate the loyalty and strength of a company’s customer base — and even uncover long-term behavioral trends.

It doesn’t stop there. The technology involved in social media — never mind the channels themselves — is constantly evolving. For instance, geotagged data can provide unique insights. Check-in data from app maker Foursquare, for example, could help project sales figures for Starbucks, and looking into social media tagging on Twitter and Facebook can help gauge customer numbers. Images shared online could be another handy tool. One day, facial recognition software that incorporates geolocation data could give users the ability to track the whereabouts of key industry players, should they (or perhaps someone else) post their photos.

资产管理人员对使用社交媒体收集和分析数据的无限潜力。显然，技术获取信息。但您还需要屏幕后面的合适人士，以产生可信赖，可行的和相关内容。探索进入新媒体渠道的新方法准备成为买方的革命。

Emmett Kilduff is the CEO of Dublin-based鹰字母是一家分析社交媒体的财务数据公司。

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