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汇正财经亮相2025云栖大会AI+金融专场:以技术推动金融平权,共筑证券服务新生态
Di Yi Cai Jing·2025-09-26 03:37

Core Insights - The 2025 Yunqi Conference's "AI + Financial Innovation Special Session" highlighted the transformative impact of AI on the financial securities industry, emphasizing a shift from process optimization to model innovation [2][20] - The event gathered key players in the industry, including Huizheng Finance, Tonghuashun, and Hengsheng Electronics, to discuss how AI can enhance financial services and promote financial equity [2][20] Group 1: Industry Challenges and AI Solutions - The financial industry faces a core contradiction where retail investors struggle to access professional services due to high human costs, making traditional models unsustainable [4] - AI enables high-efficiency, scalable services, allowing ordinary investors to enjoy professional financial services, which is a long-term mission for Huizheng Finance [4][20] Group 2: AI Applications in Financial Services - Tonghuashun's iFinD terminal integrates AI to automate data extraction and visualization, freeing research personnel from repetitive tasks to focus on core decision-making [5] - Huizheng Finance's "human-machine data" triangle system utilizes vast data from customer interactions and industry reports to create a multi-dimensional database for enhanced decision-making [7] - AIGC technology is transforming financial content production from mass accumulation to on-demand supply, making information more efficient and personalized for investors [8] Group 3: Innovations in Quantitative Tools - AI is breaking through data bottlenecks in quantitative analysis by processing unstructured data from brokerage reports and news, thus saving time in information filtering [14] - AI enhances the usability of quantitative tools, allowing real-time risk monitoring and improving user experience across different demographics [16] Group 4: Future Directions and Goals - The conference underscored the importance of AI in addressing service timing and personalization challenges, providing 24/7 support to meet diverse investor needs [20] - Huizheng Finance aims to deepen AI collaboration in the financial sector, accelerating the goal of financial equity from exclusivity to inclusivity [20]