对话“破界者”周凯：从“服务券商的券商”到“服务AI的券商”，用科技重塑香港行业生态

Core Viewpoint - The article discusses the transformation of Huato Financial Group under the leadership of Chairman Zhou Kai, emphasizing its shift from a traditional brokerage to a technology-driven financial services provider, aiming to facilitate global investment in China [2][12]. Group 1: Company Transformation - Zhou Kai acquired Huato Securities International in 2021, aiming to replicate the success of Futu Holdings, which had a market capitalization exceeding 100 billion HKD at its peak [9]. - The company underwent a comprehensive internet upgrade, enhancing its app to provide a seamless investment experience, which led to rapid growth in user numbers and transaction volumes [9][12]. - Despite regulatory challenges that hindered expansion plans, the company identified a significant market opportunity in helping small and medium-sized brokerages in Hong Kong digitize their operations [10][11]. Group 2: Technology Integration - Huato Financial developed a one-stop cloud service solution, "Brokerage Cloud," to assist brokerages in obtaining a complete IT system at a low cost, which includes client management and trading applications [10][11]. - The company became the first Hong Kong brokerage to propose the "Brokerage Cloud" concept and is recognized as the only cloud service provider for brokerages on Amazon Web Services [11]. - The integration of AI technologies into their products has been a key focus, with multiple AI-driven innovations launched, including risk control models and AI customer service [15][16]. Group 3: Market Positioning and Vision - Huato Financial aims to empower small and medium-sized brokerages, leveraging its technology to establish partnerships and expand its service offerings [12]. - The company has positioned itself uniquely in the market by providing both B2B technology services and traditional brokerage services, allowing for dual-track business development [13]. - Zhou Kai articulated a vision of helping the world invest in China, reflecting a strategic shift in the company's focus and aspirations [18].