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国信证券李斌:投顾业务应把握当下多元化资产配置与AI赋能趋势

Group 1 - The "Second Jin Qilin Best Investment Advisor Selection" event is organized by Sina Finance and exclusively partnered with Yinhua Fund, highlighting the growing resilience of China's capital market and the high growth cycle of the wealth management industry [1] - Investment advisors play a crucial role in wealth management, impacting the asset allocation process for the public through their ability to reach, communicate with, and serve clients [1] - The event aims to provide a platform for investment advisors to showcase their capabilities, expand their services, and enhance their skills, thereby promoting the healthy development of China's wealth management industry [1] Group 2 - Li Bin, General Manager of the Wealth Management and Institutional Business Department at Guosen Securities, emphasizes the long-term opportunities in equity market allocation and the historical transformation from single stock trading to diversified asset allocation [2] - The investment advisory industry is experiencing both total expansion and structural adjustment, with a call for professionals to embrace opportunities and leverage AI while focusing on client-centered services [2] - The goal is to achieve significant advancements in the wealth management and investment advisory sectors, creating more value for investors and contributing to a new chapter in the industry [2]