智领未来——鹏扬基金大模型助力投研新篇章

Core Insights - The public fund industry is undergoing a profound transformation driven by technological innovation, with a focus on enhancing core research and investment capabilities as guided by national policies [1][2] - The shift in industry development from scale expansion to capability enhancement is emphasized, necessitating a scientific evaluation system for research and investment capabilities [2] - The integration of large model technology is seen as a solution to challenges faced by traditional research and investment models, enabling better decision-making and value creation for clients [2][7] Policy Guidance - The "Action Plan for Promoting High-Quality Development of Public Funds" aims to shift the industry's driving force towards capability enhancement [2] - There is a need for objective and refined measurement tools to evaluate research and investment capabilities, moving beyond reliance on individual experience [2] Technological Integration - Large model technology is not merely a tool but a comprehensive restructuring of the research and investment value chain, enhancing every aspect from information acquisition to trading execution [3] - The development of intelligent trading assistants that can parse natural language instructions significantly reduces communication costs and operational risks [4] - The implementation of a question-and-answer style portfolio evaluation system allows for real-time insights and deeper analysis, enhancing decision-making capabilities [5] - The ability to process and summarize vast amounts of information through large models aids in extracting valuable insights from research reports and news [6] Long-term Value - The application of large models in public funds not only improves efficiency but also aligns with the industry's high-quality development requirements [7] - Enhanced research capabilities through human-machine collaboration allow investment professionals to focus on strategic innovation and deep analysis [7] - The establishment of technology-driven subsidiaries can provide technical services to the industry, creating new growth opportunities [7] - Improved risk management and compliance foundations are achieved through traceable and analyzable decision-making processes [7] Conclusion - The public fund industry is at a historical juncture where technology and finance are deeply integrated, with a commitment to continuous innovation and the development of leading intelligent investment management infrastructure [8] - The project showcases the potential of financial technology and opens new pathways for strengthening core research and investment capabilities [8]