Core Insights - Only 22% of organizations have a visible AI strategy, indicating a significant gap in AI adoption across industries [1][3] - Organizations with defined AI strategies are twice as likely to experience revenue growth and 3.5 times more likely to see critical AI benefits compared to those without [1][3] - The potential time savings from AI could lead to a $32 billion opportunity in the U.S. legal and tax sectors alone [2][3] Group 1: AI Strategy and Adoption - 80% of professionals believe AI will have a high or transformational impact on their profession in the next 5 years, yet only 38% expect significant changes in their own organizations this year [3] - 53% of professionals report their organizations are already seeing ROI from AI adoption, with improved efficiency and productivity being the most common benefits [3][4] - 30% of professionals feel their organizations are moving too slowly on AI adoption, and 40% are adopting AI without a strategy [4] Group 2: Professional Impact and Efficiency - Survey respondents predict that AI will save professionals an average of 5 hours per week within the next year, an increase from 4 hours in 2024, translating to an average annual value of $19,000 per person [2][7] - In the U.S., this efficiency could result in a cumulative annual impact of $20 billion for the legal industry and $12 billion for the CPA industry [7] - 55% of professionals have experienced significant changes in their work in the past year, with 46% reporting skills gaps, particularly in technology and data competencies [5] Group 3: Thomson Reuters' Commitment to AI - Thomson Reuters is investing $200 million annually over the next few years to integrate responsible AI into its solutions [8] - The company employs thousands in data science, engineering, and UX, providing a secure generative AI experience [9] - Thomson Reuters has established comprehensive governance structures and updated Data and AI Ethics Principles to guide its AI development [10]

风险提示： 资本市场剧烈波动。 王思玥（研究助理） 登记编号 报告来源 以上内容节选自国泰海通证券已发布的证券研究报告。 报告名称： 陆家嘴论坛深化改革，重视非银权重股机会 报告日期：2025.06.23 报告作者： 刘 欣琦（分析师） ，登记编号： S0880515050001 孙坤 （ 分析师 )，登记编号：S0880523030001 李嘉木 （分析师），登记编号： S 0880524030003 吴浩东 （分析师），登记编号： S S0880524070001 肖尧 （分析师)，登记编号：S 0880525040115 扫码关注 星标不迷路 国泰海通证券研究所官方公众号 海量研报 | 热门活动 | 视听 内容 陆家嘴论坛期间，中央及金融监管部门密集出台重磅政策，共同指向深化资本市场改革与提升上海国际金 融中心能级。证券行业将因科创板扩容、硬科技企业增多带动的投行与并购业务增长，以及跨境投融资需 求而受益。 稳股市背景下，我们建议重视低估值且欠配的权重股的机会，非银权重股从"基本面的边际思维"转向"总量 风险收益比的总量思维"。尤其是近期鼓励红筹和H股回A的政策下，港股的非银权重股更为受益。 金融科技方 ...

Core Viewpoint - The financial industry is accelerating its digital transformation, with artificial intelligence (AI) becoming a key element in reshaping core competitiveness and enhancing service efficiency [1][2][4]. Group 1: Digital Transformation in Finance - The financial sector is rapidly adopting digital technologies to better serve the real economy, with AI penetrating all scenarios within the industry [2]. - In 2024, the financial industry is expected to account for 36.7% of large model implementation cases, with banking leading at 15.4% [2]. - The Chinese government's guidance emphasizes the need for a digital-driven operational system in finance, enhancing decision-making, resource allocation, and risk management [2]. Group 2: New Features of Xinhua Finance Professional Terminal - The newly launched Xinhua Finance Professional Terminal (intelligent upgraded version) includes features such as cross-border bond trading information, intelligent corporate workstations, and comprehensive enterprise risk control information [4][6]. - The terminal integrates AI large models with corporate knowledge bases, allowing users to query information efficiently and generate reports automatically [5][6]. - It focuses on four key scenarios: bond trading, corporate marketing, risk control, and investment research, offering over ten new functionalities [6]. Group 3: Collaboration and Innovation - Xinhua Finance and Guoli Currency are collaborating to establish a financial data innovation laboratory aimed at driving digital innovation and enhancing data value [3]. - The partnership will address pain points in investment research, trading, and risk control, developing innovative data products to improve market efficiency [3]. Group 4: Risk Management and Investment Services - Xinhua Finance has developed a "risk perception network" covering eight core risk dimensions, enabling proactive risk management through real-time monitoring [6]. - The terminal provides comprehensive information services for equity investment, addressing challenges in due diligence, project identification, valuation, and exit strategies [7].

Group 1 - Alicia Zuiker has joined TransUnion as Executive Vice President and Chief Human Resources Officer, effective June 23, 2025 [1][2] - Zuiker has extensive experience in leading global talent strategies across various industries, including financial services and technology, and will oversee Human Resources and Communications at TransUnion [2][3] - TransUnion aims for growth and innovation, emphasizing the importance of its workforce in achieving these goals, as stated by President and CEO Chris Cartwright [3] Group 2 - Zuiker's previous roles include Chief People Officer at Lyft and Visby Medical, and she has a strong background in HR leadership from her 14 years at GE [2][3] - TransUnion operates globally with over 13,000 associates in more than 30 countries, focusing on creating trust in the marketplace through reliable consumer representation [4] - The company leverages data and insights to provide innovative solutions beyond credit, including marketing, fraud, risk, and advanced analytics, contributing to economic opportunity and personal empowerment [4]

Core Insights - Verisk Analytics, Inc. (VRSK) stock has increased by 13.9% over the past year, outperforming the Business - Information Services industry growth of 9.1% and the Zacks S&P 500 composite rise of 8.3% [1] Financial Performance - VRSK's revenues are projected to grow by 6.7% in 2025 and 7% in 2026, while earnings are expected to rise by 6.2% in 2025 and 11% in 2026 [3] - The company has a long-term earnings per share growth rate estimated at 11.4% [3] - In Q1 2025, VRSK reported revenues of $753 million, reflecting a 7% increase overall and a 7.9% increase on an organic constant-currency basis [4][8] - Underwriting revenues grew by 6.8% (7.2% OCC), driven by strong performance in various services [4] - Claims revenues increased by 7.5% (9.6% OCC), highlighting growth in property estimating and anti-fraud solutions [5] Strategic Developments - The introduction of the SRCC model enhances political violence risk modeling, allowing insurers to utilize a forward-looking approach [6] - Verisk's acquisition of Nasdaq's Risk Modelling for Catastrophes (NRMC) in April 2025 strengthens its catastrophe risk modeling capabilities [7][9] - NRMC provides access to over 300 third-party and custom models, enhancing risk analysis across the insurance value chain [9] Shareholder Returns - VRSK has consistently returned value to shareholders, paying over $188 million in dividends annually since 2021 and increasing share repurchases from $475 million in 2021 to $2.8 billion in 2023 [10] - In Q1 2025, the company returned more than $250 million to shareholders through dividends and repurchases, and initiated a $200 million Accelerated Share Repurchase program [10][11]

Core Viewpoint - The establishment of Shanghai Guozhi Technology Co., Ltd. marks a significant step in building a comprehensive financial information service system, aiming to create a competitive asset management service platform in China [1] Group 1 - Shanghai Guozhi Technology Co., Ltd. is initiated by leading financial enterprises such as Guotai Junan and SPD Bank, along with Jiemian Financial News and two technology companies [1] - The new asset management service platform will support Shanghai's goal of becoming a global asset management center [1] - Jiemian Financial News has developed into a nationally influential financial media and information service provider over the past decade, leading in influence and dissemination among domestic peers [1] Group 2 - The new asset management service platform will integrate technology, data, and operations, covering all areas of asset management including investment research, portfolio management, order management, trade execution, compliance risk control, and real-time investment bookkeeping [1] - The project is seen as a benchmark for empowering finance with technology in Shanghai and a key driver for the Chinese asset management industry to go global [1] - The strategic investment will enhance Jiemian Financial News's layout in the fintech and financial information service sectors, increasing its influence and service capabilities [1]

Core Insights - Wolters Kluwer has repurchased 106,400 ordinary shares for €15.6 million at an average price of €146.95 during the period from June 12 to June 18, 2025 [2][3] - The company has a share buyback program announced on February 26, 2025, with a total intended repurchase of up to €1 billion in 2025 [3] - Cumulatively, 3,079,009 shares have been repurchased in 2025, totaling €477.5 million at an average price of €155.09 [3] Share Buyback Program Details - The company has engaged third parties to execute €350 million of buybacks from May 8, 2025, to July 28, 2025, in compliance with relevant laws and regulations [3] - Shares repurchased will be held as treasury shares and are intended for capital reduction through share cancellation [4] Company Overview - Wolters Kluwer reported annual revenues of €5.9 billion in 2024 and operates in over 40 countries, employing approximately 21,900 people [6] - The company provides professional information solutions, software, and services across various sectors including healthcare, tax, accounting, and legal [5]

据同花顺（300033）iFinD数据，沪深京三市成交额超5000亿元，较上日此时缩量409亿元，预计全天成 交金额约1.4万亿元。截至目前，沪市成交额1874亿元，深市成交额3021亿元，北证50成交额116亿元。 ...

10 June 2025 | 11:20AM EDT US Economics Analyst Examining the Impact of High-Skilled Immigrants on the US Economy (Rindels) Jan Hatzius +1(212)902-0394 | jan.hatzius@gs.com Goldman Sachs & Co. LLC Alec Phillips +1(202)637-3746 | alec.phillips@gs.com Goldman Sachs & Co. LLC David Mericle +1(212)357-2619 | david.mericle@gs.com Goldman Sachs & Co. LLC Ronnie Walker +1(917)343-4543 | ronnie.walker@gs.com Goldman Sachs & Co. LLC Manuel Abecasis +1(212)902-8357 | manuel.abecasis@gs.com Goldman Sachs & Co. LLC Els ...

·中办、国办发文推进深圳综合改革试点支持人工智能辅助医疗设备、无人驾驶航空器飞行等多项相关制度创新 ·市场监管总局发文加强直播电商监管强化直播间运营者责任不得作虚假或者引人误解的商业宣传 ·多家车企宣布对供应商"60天付款" 共同促进供应链体系健康发展 ·中办、国办印发《关于深入推进深圳综合改革试点深化改革创新扩大开放的意见》。其中提到，探索人工智能辅助医疗设备准入应用机制，在安全可控前 提下，探索人工智能辅助医疗设备数据采集、集成共享、合规使用的规则及标准。支持深圳深化无人驾驶航空器飞行管理制度改革创新，完善低空飞行监管 规则，探索开展跨境直升机飞行、公益服务等通用航空业务。拓展储能场景，探索源网荷储一体化商业模式。创新国际性产业与标准组织管理制度。（新华 财经） ·市场监管总局10日发布《直播电商监督管理办法（征求意见稿）》，向社会公开征求意见。《办法》强化直播间运营者责任，要求直播间运营者建立健全 商品或者服务信息发布审核、信息公示、身份核验等制度，不得作虚假或者引人误解的商业宣传。规范直播营销人员服务机构行为，要求加强对直播营销人 员的管理，建立健全直播营销人员培训、直播选品、直播纠错等制度。要求直播 ...