泰康资产段国圣：AI切入投研赛道，资管行业价值链有望重塑

Core Viewpoint - The article emphasizes the transformative impact of AI technology on the asset management industry, highlighting the shift from human-driven processes to a dual-driven model combining human intelligence and machine intelligence [3][5][12]. AI Application in Asset Management - AI is reshaping the operational logic of various industries at an exponential rate, with domestic asset management institutions actively integrating AI into their investment research [3][5]. - Taikang Asset has developed its own deep research intelligent agent, which integrates vast amounts of high-quality internal and external investment research data, enhancing the investment research process [4][6]. Efficiency and Effectiveness of Research - The use of AI in investment research significantly improves efficiency by automating data processing and analysis, allowing researchers to focus on higher-level strategic tasks [6][7]. - The Taikang Deep Research Agent (TKDR) demonstrates advantages over traditional research methods by quickly identifying core demands, utilizing resources, and generating structured research outputs [7][8]. Comprehensive Empowerment Across Scenarios - Global leading asset management firms are exploring AI applications in various domains such as investment research, strategy formulation, and risk management, with domestic institutions also making strides in this area [8][12]. - Taikang Asset's intelligent agent system is tailored for active investment research, aligning with the thought processes and methodologies of active researchers [9][10]. Unique Advantages of Taikang Asset's Intelligent Agent - The intelligent agent is designed for proactive research, incorporating a comprehensive framework that addresses complex issues through a structured approach [9][10]. - It accumulates a wealth of internal and external data, creating a high-quality, diverse digital research resource system [10][11]. Future Outlook and Development - The company aims to establish a collaborative human-machine research paradigm, enhancing the capabilities of human researchers while leveraging AI for improved investment strategies [12][13]. - To effectively advance AI initiatives, asset management institutions should develop supportive mechanisms, optimize governance structures, and foster talent teams that align with AI transformation [13][14].