21世纪经济报道记者李域 但随着DeepSeek、OpenAI等底层大模型能力的增长，以及本地大模型部署、开源智能体框架的日趋成 熟，搭建个人专属AI投研助理的技术门槛被打破。 "用AI手搓一个本地跑的投研助理"正在成为现实。 近期，类似"零基础搭建你的专属AI金融分析师"的实操分享，在各类技术论坛、投资社交平台上持续刷 屏。尤其在OpenClaw框架发布之后，这股个人自建AI投研助理的热潮进一步升温，部分券商也顺势推 出了系列报告，助力普通投资者搭建专属个人投研助理。 在业内人士看来，OpenClaw是一款真正能够让非专业使用者能快速上手的个人智能应用，允许用户完 全基于对话形式完成此前基于代码才能实现的复杂功能。具体到金融投研领域，OpenClaw能够降低信 息获取、工具使用以及数据计算等各类任务的难度，将投研人员从重复劳动中解放出来，提升整体投研 工作的效率。 此外，在GitHub趋势榜上，daily_stock_analysis等项目因支持每日自动分析自选股、输出包含买卖点 位、检查清单的AI决策仪表盘等功能，也广受欢迎。 不过，有头部券商投研人士坦言，AI能显著提升专业人士的投研效率，但对于缺乏基础 ...

大咖云集，解读中国资产新机遇 中国经济转型升级，资本市场改革深化，2025年中国资本市场迎来"转型牛"。AI技术蓬勃发展，新兴科 技崛起繁荣，2025年的投资赛道正迎来前所未有的变局与机遇。国泰海通818理财节特别节目从宏观大 势到行业配置，剖析新兴产业、传统行业在经济转型中的发展机遇，旨在帮助投资者把握趋势方向，优 化配置方法，树立理性投资、长期投资、价值投资的正确理念。 立足宏观大势，锚定资产配置方向，在不确定当中寻找确定性。宏观团队认为，在通胀预期不高的情况 下，财富管理的首要目标是保值，然后才是增值。全球经济和货币体系的变化导致全球产业链供应链、 资产定价都在发生变化，但全球贸易的趋势是确定的，在全球变局的不确定性当中，最大的确定性就是 中国的生产和供给能力，需要在不确定当中寻找确定性。 展望市场趋势，把握热点投资机遇，展望未来中国股市还有新高。策略团队认为，中国经济的症结看似 在房地产，但药方却不在房地产。当前，中国经济转型和新兴业态初露峥嵘，无风险收益系统性下沉， 以及资本市场改革的纵深提速，构成了中国股市上升的关键动力和重要基石。展望未来，中国股市还有 新高。2025年既是中国经济的"转型牛"同 ...

Core Viewpoint - Guotai Junan is initiating the construction of a first-class investment bank by actively serving national strategies and leading innovation in the securities industry, particularly through the launch of AI-driven financial services [1][9][11]. Group 1: AI Integration and Wealth Management - Guotai Junan has launched the first fully AI-driven app in the securities industry, named Guotai Junan Lingxi, aimed at providing intelligent wealth management experiences to a broad customer base [1][11]. - The company is hosting the "AI Investment Carnival" to enhance wealth management services, focusing on professional, intelligent, and inclusive financial solutions [1][13]. - The integration of AI technology is expected to redefine the service model in the securities industry, enhancing customer experience and operational efficiency [11][14]. Group 2: Market Opportunities and Investment Strategies - The 818 Wealth Management Festival features discussions on market opportunities, focusing on the A-share market and the new value of Chinese assets amid economic transformation [4][9]. - The macro team emphasizes the importance of wealth preservation as the primary goal in wealth management, especially in the context of global economic changes [9][10]. - The strategy team predicts that the Chinese stock market will reach new highs, driven by economic transformation and capital market reforms, with emerging technologies being a key investment focus [10][11]. Group 3: Professional Services and Client Engagement - Guotai Junan is enhancing its online advisory services through a "human-machine combination" model, providing continuous support and interaction for investors [14][19]. - The company is developing a matrix of star investment advisors to improve service efficiency and build trust with clients through various educational and interactive content [19][11]. - The 818 Wealth Management Festival includes multiple live streaming sessions to engage with investors, providing real-time answers to their financial queries [4][19].

Core Viewpoint - The launch of the "Lingxi" AI app by Guotai Junan marks a significant advancement in the integration of AI technology within the securities industry, enhancing the investment experience and driving innovation in Shanghai's financial and tech sectors [1][4][6]. Group 1: Company Developments - Guotai Junan has introduced the first full AI intelligent app in the securities industry, "Lingxi," following its absorption merger, representing a major milestone in its business development [1]. - The app aims to transform the service model in the securities industry by integrating professional capabilities, service efficiency, and personalized experiences [4]. - The app features three intelligent service interfaces: dialogue, live streaming, and market monitoring, designed to enhance user experience and support seamless transitions across multiple screens [4][5]. Group 2: Industry Impact - The launch of the Lingxi app is seen as a bridge connecting finance and technology, enhancing Shanghai's competitiveness and innovation on the international financial stage [7]. - The app showcases the potential of AI technology in the securities sector, attracting more tech companies to invest in AI and finance intersection research, and stimulating innovation [8]. - By offering personalized financial services through AI-driven features, the app elevates the overall service level in the securities industry and sets a benchmark for other firms to follow [9].

Core Viewpoint - The article emphasizes that the acceleration of artificial intelligence (AI) technology is reshaping the service model of the securities industry, with Guotai Junan leading the way through its "ALL in AI" strategy, achieving significant breakthroughs in various business areas [1][4]. Group 1: AI Strategy and Implementation - Guotai Junan has positioned itself as a pioneer in the AI sector within the securities industry, proposing the "ALL in AI" strategy to establish a first-mover advantage in AI applications [1]. - The launch of the Guotai Junan Lingxi APP marks a significant milestone in the implementation of the "ALL in AI" strategy, aiming to transform the service model in the securities industry [2][4]. Group 2: Features of Lingxi APP - The Lingxi APP integrates AI at its core, leading to a transformation in customer service paradigms by merging professional capabilities, service efficiency, and personalized experiences [4]. - The APP innovatively creates three intelligent service interfaces: dialogue, live broadcast, and market monitoring, enhancing the user experience through seamless transitions and automated service matching [5]. - AI-driven interactive features allow users to simplify complex investment decisions into a "one question, one answer" format, enhancing the overall investment service experience [6]. Group 3: Enhanced Investment Management - The APP introduces a unique AIGC monitoring service that captures real-time market movements and generates personalized alerts based on user preferences, improving portfolio management efficiency [7][8]. - It offers a dynamic personalized monitoring dashboard that assists users in making quick decisions and connects monitoring information with trading functionalities [8]. Group 4: Content and Live Services - The Lingxi APP builds an AIGC content factory that provides a comprehensive content service system covering all investment phases, delivering timely and precise market insights [9]. - It features professional investment advisory live broadcasts and digital human technology to create an immersive live streaming experience for users [10]. Group 5: Future Directions - Guotai Junan plans to further advance its "ALL in AI" strategy by strengthening its technological foundation and promoting AI as a transformative force in the securities industry [11].