计算机行业跟踪：2025外滩大会前瞻：科技赋能金融，共筑未来经济

Investment Rating - Industry rating: Recommended [5] Core Insights - The token economy is entering a critical development phase driven by Web3 technology and the growth of Real World Assets (RWA), indicating an unstoppable trend towards deep integration with the real economy, gradual improvement of regulatory systems, and continuous technological innovation [1][30] - Financial technology applications, particularly Central Bank Digital Currency (CBDC), are expanding in both retail and industrial payment ecosystems, enhancing transaction security and efficiency while providing new tools for monetary policy implementation [2][34] - Artificial Intelligence (AI) is reshaping the financial ecosystem, becoming a core competitive advantage for financial institutions, and driving innovation across banking, insurance, and securities sectors [3][35] - Embodied intelligence is leading the robotics industry towards large-scale applications, transitioning robots from specialized tools to general intelligent agents, supported by technological breakthroughs and innovative business models [4][40] Summary by Sections 1. Conference Overview - The Inclusion Bund Conference serves as a global high-level platform for fintech and cutting-edge technology discussions, aiming to reshape innovative growth and enhance Shanghai's status as an international financial and technology innovation center [13][18] 2. Token Economy - The token economy represents a new economic form that changes production relationships and wealth distribution, closely linked to the development of the internet and Web3 technology, with blockchain ensuring transparency and immutability in token transactions [23][30] 3. Financial Technology and CBDC - CBDC is a state-backed digital currency that enhances payment systems and provides new tools for monetary policy, driving upgrades in banking core systems and payment terminals, and optimizing financial service efficiency [31][34] 4. AI in Finance - AI technology is increasingly integrated into financial services, with a focus on balancing innovation and risk management, and fostering an open and sustainable AI financial ecosystem [36][37] 5. Embodied Intelligence in Robotics - The robotics industry is evolving rapidly, with embodied intelligence becoming a key driver for connecting the digital and physical worlds, leading to the commercialization of robots across various sectors [39][40] 6. Investment Recommendations - Beneficial targets include companies in RWA such as Langxin Group, JinkoSolar, and Hainan Huatie, as well as those in cross-border payments and embodied intelligence sectors [41]