Zhong Guo Zheng Quan Bao·2025-11-28 20:25Core Insights - The core focus of the speech is on the importance of information processing capabilities in the securities industry during its intelligent transformation, emphasizing the need for a deep integration of technology and investment expertise to create a competitive advantage in the digital era [1][5]. Group 1: Understanding Technology Cycles - The securities industry must deeply understand the essence of technology evolution, as the current challenge lies in information processing capabilities, where the ability to manage the depth, breadth, and speed of information will lead to advantages in investment decision-making [2][5]. - The historical context of Microsoft's stock price illustrates that significant advancements often occur during periods of low attention, highlighting the importance of sustained effort in technology development [2]. Group 2: Human-Machine Collaboration - A clear division of labor between humans and machines is essential, where humans focus on providing unique insights and anomalies while machines handle routine tasks [3]. - The future of AI applications is predicted to evolve into distinct phases, with the main opportunities lying in effective application rather than merely developing models [3]. Group 3: Empirical Approach to Implementation - Successful AI implementation requires foundational work in cultural transformation, talent development, process reengineering, data governance, and algorithm configuration, which are critical for effective integration [4]. - The framework for AI deployment includes understanding market needs and creating feedback loops, emphasizing that technology should solve real problems rather than just showcase advanced capabilities [4]. Group 4: Integration of Technology and Expertise - The ultimate goal of intelligent transformation in the securities industry is to merge technical capabilities with investment knowledge, as both are necessary for success in a competitive landscape [5]. - Practitioners should shift their focus from "how to do" to "why to do," maintaining an open mindset and allowing technology innovations to be tested in practice to realize their value [5].