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当老牌投顾遇上科技:国诚投顾的“传统+创新”融合实践
Sou Hu Cai Jing· 2025-07-16 08:19
在金融科技颠覆传统金融服务的今天,证券投顾行业正经历从"经验驱动"到"数据驱动"的深刻变革。作 为一家拥有21年历史的老牌机构,深圳市国诚投资咨询有限公司(简称"国诚投顾")以"守正创新"为核心 理念,将深耕行业的专业积淀与前沿科技深度融合,走出了一条独特的转型之路。 一、科技重构服务生态:从"产品主导"到"客户主导" 国诚投顾的持续创新始于对用户需求的深度洞察。面对投资者代际更迭与需求多样化,公司投入百余人 产研团队,基于量化模型与算法创新,打造出智能投顾平台"决策家"。该平台以"破解五大投资痛点"为 核心,通过宏观经济跟踪、中观行业图谱、微观企业分析三级架构,为投资者提供全维度决策支持。 "决策家"的突破性在于将专业投研能力转化为标准化工具。其三大选股策略模型与五大特色指标,可针 对弱势、强势、震荡市场结合投顾老师的经验生成具体方案;千余篇策略报告与百余节课程视频,则构 建起"策略+教育"的服务闭环,满足投资者日常学习的需要。正如首席投资顾问屈长江所言:"在过去一 年里,决策家软件凭借其卓越的性能与贴心的服务,赢得了大量客户的青睐与信赖。众多用户对决策家 软件给予了高度评价和认可,这无疑是满足客户需求最有 ...
国诚投顾携手阿里云:Serverless架构驱动数智化升级,打造智能投顾新范式
Core Viewpoint - The partnership between Guocheng Investment Advisory and Alibaba Cloud marks a significant step towards the digital transformation of the financial industry, leveraging Serverless technology to enhance investment advisory services and drive industry innovation [1][19]. Group 1: Technological Revolution - Guocheng Investment Advisory, established in 2004, is committed to providing comprehensive internet products for small and medium investors, and has launched its intelligent investment advisory software "Decision Maker" in 2024, indicating a key milestone in its digital transformation [2]. - The collaboration with Alibaba Cloud initiates a revolutionary upgrade of the technical architecture, transitioning from traditional operations to a modern cloud-native architecture using Alibaba Cloud's Serverless Application Engine (SAE) [2][3]. Group 2: Serverless Technology Empowerment - The adoption of Alibaba Cloud's Serverless Application Engine (SAE) allows Guocheng Investment Advisory to flexibly respond to business peaks without the need for capacity forecasting or manual scaling, enhancing system responsiveness and resource utilization [3][17]. - The migration of existing business systems to the SAE platform enables automatic scaling and resource elasticity, significantly improving operational efficiency and reducing costs associated with idle resources [4][5][17]. Group 3: API Gateway and Microservices Governance - The introduction of Alibaba Cloud's cloud-native API gateway replaces the previous self-built gateway, providing a unified entry point for external services and enhancing API management capabilities [7][19]. - The integration of Alibaba Cloud's Microservices Engine (MSE) optimizes the microservices architecture, improving service registration, discovery, and governance capabilities, which enhances system robustness [10][12]. Group 4: Observability and DevOps Automation - Guocheng Investment Advisory establishes a comprehensive observability system using Alibaba Cloud's ARMS and SLS services, allowing real-time monitoring of application performance and faster fault detection [13][18]. - The implementation of an automated DevOps system streamlines the release process, reducing errors and improving deployment efficiency through a complete CI/CD pipeline [14][19]. Group 5: Business Value and Future Prospects - The transition to a cloud-native Serverless architecture results in significant cost savings and operational efficiency, with overall resource utilization improving by nearly 50% [17]. - The partnership with Alibaba Cloud not only enhances system stability and reduces operational costs but also lays a solid foundation for future digital innovation and intelligent upgrades, with plans to integrate AI technologies by 2025 [19].
国诚投顾荣获“2025浦东新区突出贡献奖”
作为扎根浦东新区的老牌证券投资咨询机构,国诚投顾一直以来充分依托浦东优越的政策环境、丰富的 人才资源和完善的产业链优势,实现了从技术突破到产业化的快速发展。在产品研发方面,国诚投顾自 主研发出了一款智能投顾软件——决策家APP,实现从"经验驱动"到"数据驱动"的跨越,让专业投资变 得触手可及;在科技创新方面,国诚投顾积极进行金融科技的深度融合,构建数字投顾新业态,不仅使 得其技术架构更稳定、更高效、更安全,更为投资者带来了更便捷、更透明、更智能的服务体验。 4月9日,由浦东新区人民政府举办的"2025年浦东新区突出贡献企业答谢活动"在上海国际会议中心举 行,活动向160家企业颁发了特别贡献奖、科技创新突出贡献奖、民营企业突出贡献奖等八大奖项。深 圳市国诚投资咨询有限公司(以下简称"国诚投顾")因对浦东新区经济社会发展做出了突出的贡献而荣 获"2025浦东新区突出贡献奖"。这一荣誉的获得不仅是对公司过去成绩的肯定,也是对公司在推动浦东 新区高质量发展和金融行业所做贡献的高度认可。国诚投顾总经理刘健文先生代表公司出席领奖。 浦东作为社会主义现代化建设引领区,在过去的一年里,浦东高质量发展迈出坚实步伐,经济规模在万 ...