Zhong Guo Zheng Quan Bao·2026-02-12 04:44Core Viewpoint - The launch of the "Investment Portrait One-Click Check" New Year theme activity by CITIC Securities aims to help investors understand their investment behavior and clarify their wealth management direction for the new year [1][2]. Group 1: Activity Overview - The activity utilizes CITIC Securities' Polaris account diagnosis product to create personalized investment portraits for both existing and new users, allowing them to identify their investment "DNA" [1][2]. - Existing customers receive a detailed analysis based on their actual trading data, while new users can participate by completing a questionnaire to obtain a behavior-based investment report [2][4]. Group 2: Technology and Service Model - The Polaris account diagnosis product represents CITIC Securities' advancements in financial technology, transforming complex investment logic into accessible services for ordinary investors [3]. - The product employs a comprehensive diagnostic approach, linking macro market conditions to individual behaviors, thus enhancing the wealth management service model from "single-point service" to "full-cycle value companionship" [3][5]. Group 3: User Engagement and Insights - The activity emphasizes deep interaction and value resonance with users, moving beyond traditional promotional methods to foster self-discovery among investors [5]. - Participants reported gaining insights into their investment blind spots, highlighting the meaningfulness of the experience compared to typical festive giveaways [5]. Group 4: Future Developments - CITIC Securities plans to further develop the "Investment Portrait" and "Account Health Score" as core features of the Polaris product, continuously iterating to include more data dimensions and smarter algorithms [6].