从“看报表”到“建生态” 一位证券从业者的AI转型白描

Core Insights - The emergence of large models like DeepSeek in 2025 has sparked a new wave of AI application among financial institutions, prompting them to explore the construction of their own intelligent "moats" [1] - Securities professionals must find their positioning in the AI wave, whether by actively embracing it or passively adapting to it [1] Group 1: AI Integration in Securities - A middle-sized brokerage employee, referred to as Li Ning, has transitioned from focusing solely on financial statements to leading the development of a core AI framework within the company [1] - The company recognizes the significant impact of large models on the operations of small and medium-sized brokerages and is committed to investing in this technological direction [1] - Li Ning's role has evolved to resemble that of a product manager, emphasizing the importance of concepts such as "demand," "scenarios," "intelligent interaction," and "data assets" [2] Group 2: Talent Requirements in the Securities Industry - The core requirements for talent in the securities industry have shifted to a dual focus on "financial expertise and digital literacy" [3] - Professionals are now expected to possess forward-thinking "human-machine collaboration" skills, a composite knowledge structure of "finance + data + technology," and critical thinking abilities to optimize AI outputs [3] - The goal is for talent to transition from mere users of technology to new paradigm workers who harness AI for value creation, which is essential for building future core competitiveness in securities firms [3]