2025年10月10日至12日，以"碳硅共生 合创AI+时代"为主题的第13届中国移动全球合作伙伴大会在广州 保利世贸博览馆隆重举行。本次大会汇聚了国内通信与数字科技领域的众多优秀企业，共同探讨数字经 济发展新机遇。作为中国移动合作伙伴，江波龙在本届大会集中展示面向AI、云计算及数据中心的企 业级存储方案，与产业链伙伴合创AI+时代。 ...

Group 1 - Guizhou is recognized as a national innovation zone for digital economy development and a comprehensive pilot zone for data elements, highlighting its strategic importance in the "AI+" era [1][3] - China Mobile has been actively advancing key projects such as the 400G "Jiuzhou" computing power optical network and the China Mobile Computing Power Hub (Guiyang) data center, under the guidance of the Guizhou provincial government [1][3] - The establishment of the China Mobile Big Data (Guiyang) Innovation Research Institute aims to enhance public data operations and innovative practices in data development and utilization [1][3] Group 2 - The chairman of China Mobile, Yang Jie, emphasizes that the new round of technological revolution and industrial transformation, particularly breakthroughs in artificial intelligence, are reshaping the value of data elements [3][4] - Data is seen as a "power source" for accelerating AI innovation, a "catalyst" for stimulating new economic forms, and a "new cornerstone" for building a smart society [3][4] - China Mobile plans to strengthen technological and industrial innovation in the data field, ensuring high-quality supply, efficient circulation, high-level utilization, and reliable security of data [3][4] Group 3 - China Mobile aims to leverage the opportunities in the "AI+" era by collaborating with various sectors to promote data element aggregation and solidify the foundation for AI innovation [4] - The company seeks to explore new paths for data assetization and capitalization while establishing a data governance system to support high-quality economic and social development [4] - Yang Jie invites all sectors to work together to unleash the unlimited potential of data elements, contributing to the formation of new productive forces and advancing Chinese-style modernization [4]

Core Insights - The current state of the Chinese economy is characterized by a transition period, with companies facing challenges such as stagnant growth and homogenized competition [1][3] - The 9th Entrepreneur Principal Festival, themed "Towards the First Growth Power," aims to provide insights and strategies for companies to overcome growth bottlenecks and lead their industries [1][3] Group 1: Event Overview - The Entrepreneur Principal Festival has successfully attracted nearly 10,000 business leaders over its eight-year history, distinguishing itself from traditional forums by focusing on thematic learning [3] - The event will feature over a thousand domestic and international entrepreneurs from various sectors, including manufacturing, retail, consumption, and technology [6] Group 2: Thematic Focus - The festival will analyze growth power solutions through three dimensions: macro, meso, and micro [4] - At the macro level, the focus will be on the economic changes in the AI+ era, with insights from notable economists on how AI can reshape economic structures and create new growth opportunities [4][5] - The meso level will involve discussions from leading companies on their growth journeys, sharing strategies for market positioning and overcoming cyclical challenges [4][5] Group 3: Practical Applications - At the micro level, practical sessions will be led by experts on building organizational growth capabilities through AI and strategic positioning [5] - The event will facilitate deep discussions among entrepreneurs to collaboratively address growth challenges, fostering resilience and a symbiotic industry ecosystem [7]

Core Insights - Zhejiang Commercial Bank aims to become China's first "AI bank" in the "AI+ era," as proposed by Jack Ma during a recent shareholder meeting [2] - Wangxiang Bank has been leveraging AI technology for three years, with a focus on serving small and micro enterprises, and has developed a comprehensive AI banking blueprint [3][4] Group 1: AI Implementation and Strategy - Wangxiang Bank has managed to serve 50 million customers with only 1,600 employees, over half of whom are technology personnel, showcasing the efficiency of AI applications [3] - The bank's AI algorithm personnel are growing at an annual rate of 20%, indicating a strong commitment to technological advancement [3] - Wangxiang Bank has introduced the "Cuckoo" system, the first inclusive financial solution based on AI large models, enhancing its service offerings [3] Group 2: Digital Transformation and Product Development - Wangxiang Bank has developed four AI systems: Dazhanque, Dayan, Cuckoo, and Bailing, which correspond to various financial services and risk management systems [4] - The bank's digital supply chain finance solution, "Dayan System," has achieved an 80% loan accessibility rate for downstream distributors and stores [4] - Current AI applications being explored include "AI Invoice Manager," "AI Chain Fund Brain," and "AI Bidding Assistant," reflecting the bank's ongoing innovation [4] Group 3: Industry Trends and Future Outlook - Over 33 banks have announced their integration with DeepSeek, indicating a significant trend towards AI banking in the next decade [5] - The shift towards AI in banking is not just a technological change but also a transformation in thinking, requiring companies to enhance market responsiveness and user experience [5] - Wangxiang Bank has served over 68 million small business operators in the past decade, highlighting its impact on the micro-enterprise sector [5]

Group 1 - The World Economic Forum's 2025 Annual Meeting of New Champions, also known as the Summer Davos Forum, will be held in Tianjin from June 24 to 26 [1][3] - The theme of this year's meeting is "Entrepreneurial Spirit in the New Era," with over 1,700 representatives from more than 90 countries and regions participating to discuss how entrepreneurial spirit and innovation can reactivate economic growth amid rapidly changing geopolitical dynamics [3] - The agenda will focus on five main topics: "Interpreting the Global Economy," "China Outlook," "Industries in Transformation," "Investing in Humanity and the Earth," and "New Energy and Materials" [3] Group 2 - The National Development and Reform Commission expressed strong support for the Summer Davos Forum in China, highlighting the opportunity to showcase China's achievements in high-quality economic development and reaffirming the commitment to high-level opening up [3] - The Deputy Mayor of Tianjin welcomed global representatives and experts to engage in meaningful dialogue and exchange insights along the beautiful Bohai Sea [3] - The World Economic Forum's Executive Director noted that Asia drives 60% of global economic growth and plays a key role in shaping the global geopolitical landscape, making the meeting a platform for constructive dialogue and meaningful collaboration [3] Group 3 - The meeting will feature over 40 sessions that will be live-streamed, including the opening plenary and discussions on "Evolving Geopolitical Landscape" and "AI+ Era" [4] - Several new research reports will be released before and during the meeting, including the 2025 Energy Transition Index, the "Top Ten Emerging Technologies Report," and the "Future of Tourism Report" [4]

21世纪经济报道 记者 崔文静 实习生 张长荣 北京报道 除了陈果，近月来，研究所首席及以上人才换所时有出现。截至3月27日，仅2025年以来，即至少有银 河证券、国金证券、东方财富证券、太平洋证券、财通证券、方正证券、华福证券在内的7家券商研究 所迎来新任首席经济学家、副所长、所长或执行院长。 从研究所人员变动情况来看，一个新趋势渐趋显现：昔日的普通研究员流动放缓，首席经济学家等顶端 人才流动反而提速。在多位券商资深人士看来，这与佣金缩水下，研究所大举扩容阶段结束，AI+时代 下深度研究价值重要性提升密切相关。 逆势布局者 3月26日，陈果结束了在中信建投证券的最后一天任职，启程前往下一站——东方财富证券研究所。 自2021年加入中信建投以来，陈果即担任首席策略官。前往东方财富证券后，除了担任首席策略官，他 还将同时担起行政职务——东方财富证券研究所副所长。 中信建投研究所无论是规模之大还是成立时间之早，均排在我国证券公司前列。与之相比，2015年才转 型互联网券商的东方财富证券，研究所布局则慢了一步。不过，这也使陈果拥有了更大的施展空间。 AI+时代，深度研究与专业观点的价值进一步凸显。近月来，券商首席的 ...