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Excel新AI插件,华尔街「表哥表姐」对手来了
3 6 Ke·2025-10-28 07:26

Group 1 - Anthropic has launched Claude for Excel, allowing real-time integration with market data and investment portfolios, marking its entry into the financial services sector [1] - The plugin enables users to directly manipulate and read data within Excel, providing explanations for modifications made to cell contents [1][3] - Claude's capabilities include discussing spreadsheet functionalities while maintaining structural and formula dependencies, debugging, and creating new spreadsheets from scratch [3][4] Group 2 - Claude has introduced six new skills tailored for financial tasks, emphasizing its focus on serving the enterprise market [6] - The AI tool is already widely used by leading banks, asset management firms, insurance companies, and fintechs, supporting various operational tasks across front, middle, and back offices [8] - Claude's features include comparable company analysis, discounted cash flow models, due diligence data packages, and earnings analysis, enhancing its utility in financial services [9] Group 3 - The integration of Claude into Excel is seen as a significant advancement, potentially replacing traditional spreadsheet skills in the finance industry [15] - Citibank's CTO has endorsed Claude, highlighting its advanced planning and coding capabilities [11] - Visa has also recognized Claude as a key partner, indicating its growing influence in the financial sector [13]