券商中国·2025-07-28 14:33Core Viewpoint - The 2025 World Artificial Intelligence Conference (WAIC) showcased advancements in AI and fintech from leading brokerages, highlighting the rapid evolution and application of AI technologies across various sectors [1][2]. Group 1: AI Development Trends - AI large models are evolving towards being more powerful, efficient, and reliable, with a significant increase in reasoning model depth and an explosion of intelligent agent models expected by 2025 [4][6]. - The report emphasizes that 2025 will be a pivotal year for AI application acceleration, with a much faster penetration rate compared to the internet era, particularly in B-end applications [4][6]. - The AI industry is witnessing a shift towards a comprehensive understanding of the AI vertical industry chain, from foundational computing infrastructure to application scenarios [6][8]. Group 2: Investment Opportunities - The AI agent economy is emerging as a key investment opportunity, with the market for AI applications expected to grow significantly, driven by the increasing interaction speed between AI agents [10][12]. - The global data center market for AI chips is projected to reach $178.2 billion by 2024, indicating a 77% year-on-year growth, highlighting the shift in market dynamics towards AI hardware [11][12]. - The report from Zhongjin Company discusses the dual scale effects of AI development, suggesting that China can leverage its talent and market potential to overcome computational limitations [14]. Group 3: Company Innovations - Zhongxin Securities introduced the first AI algorithm and market value management platform, CapitAI-Link, aimed at enhancing internal employee efficiency through AI digital employees [16][18]. - The AI digital employees at Zhongxin Securities are designed to improve collaboration in financial services, covering various roles from travel assistance to wealth management [17][18]. - Huatai Securities focused on the practical applications of AI agents, emphasizing the need for investment in AI technologies that can operate continuously and interact more rapidly than humans [9][10].