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国泰海通证券殷振兴:AI浪潮下,“人机结合”的线上投顾是普惠金融服务的时代践行者
Xin Lang Zheng Quan·2025-07-29 08:25

Group 1 - The "Second Golden Qilin Best Investment Advisor Selection" event is organized by Sina Finance and exclusively partnered with Yinhua Fund, highlighting the rapid growth of China's wealth management industry as residents' financial awareness increases [1] - Investment advisors play a crucial role in wealth management, impacting the direction of national asset allocation, and face both opportunities and challenges in this evolving landscape [1] - The event aims to provide a platform for investment advisors to showcase their capabilities, enhance their services, and build communication bridges with the public, thereby promoting the healthy development of the wealth management industry in China [1] Group 2 - Yin Zhenxing, Deputy General Manager of the Wealth Management Platform at Guotai Junan Securities, emphasizes that AI technology is injecting new momentum into the transformation of wealth management in the securities industry, accelerating the construction of digital and intelligent service models [2] - The integration of online and offline services allows for more efficient delivery of professional knowledge and personalized investment support, aligning with the industry's commitment to a customer-centric approach [2] - The essence of wealth management remains unchanged, focusing on deep research to anchor value and continuous service to cultivate trust, while embracing technological innovation and maintaining a commitment to service [2]