《科创板日报》9月11日讯（记者 李佳怡）今日，"2025 Inclusion·外滩大会"在上海黄浦世博园区正式开幕。本次大会以"重塑创新增长"为主 题，汇聚全球科技领袖、青年科学家、创业者及科技爱好者，共同探索智能时代的创新路径。 外滩大会也是上海报业集团（以下简称"上报集团"）服务上海科创中心建设的重要平台，上报集团在金融信息服务领域的标杆——财跃星辰 的"财跃F1"模型亮相大会。 大会现场，财跃星辰集中展示了四大金融AI成果，全面展现其在推动金融服务智能化升级与普惠化发展中所取得的突破性进展。 与此同时，财跃星辰与国金证券共同推出的"国金AI投顾"，构建了以 "策略 + 服务" 深度融合模式的买方顾问服务。双方基于移动端应用、人 工智能及大数据技术进行深度研发，显著降低了专业投资的门槛，使广大中小投资者也能够享受到以往仅面向高净值客户的个性化投顾服务， 切实推动了财富管理行业向更广泛、更普惠的方向发展。 财跃星辰推出的金融深度研究智能体产品"AI小财神Pro"，凭借卓越的金融研究能力迅速吸引现场观众关注。 财跃星辰的系列创新成果不仅体现了技术的前沿性，更展现了金融科技与产业实践的深度结合。从智能投研到方 ...

Core Insights - The 2025 "818 Wealth Management Festival" has commenced early, with multiple securities firms launching activities ahead of the official date, reflecting a shift in the industry towards longer engagement periods and richer pre-event activities [1][3][4] Group 1: Event Duration and Structure - Several securities firms have extended the duration of their "818 Wealth Management Festival" activities compared to previous years, with events now spanning from early August to mid-September [3][4] - For instance, Heng Tai Securities has set its event from August 11 to August 22, while Changcheng Securities has extended its activities from August 11 to September 14, marking a two-day increase from the previous year [3][4] Group 2: Integration of AI Technology - AI has emerged as a central theme in this year's festival, with firms like Guotai Haitong Securities introducing immersive AI interactive services, such as personality tests and AI investment advisors [6][7] - Securities firms are leveraging AI to enhance customer service throughout the investment process, aiming to provide personalized investment recommendations and improve decision-making efficiency [6][7] Group 3: Targeting Younger Demographics - The festival's activities have become more interactive and gamified, appealing to younger investors through competitions, quizzes, and engaging formats [8][9] - Firms are focusing on understanding the real market needs of investors, moving beyond mere product sales to create a more relatable and engaging experience [8][9] Group 4: Innovative Service Models - Companies like Guotai Haitong and Guangfa Securities are innovating their service models to include comprehensive ecosystems that cover asset allocation, strategy tools, and educational content [9][10] - The shift towards a more personalized and immersive service experience is driven by the growing demand from younger investors for unique and engaging financial interactions [10][11] Group 5: Future Trends - The industry is expected to continue evolving towards richer and more diverse event formats, integrating technology and personalized experiences to enhance customer engagement [11] - The transformation reflects a broader industry trend from short-term marketing tactics to long-term customer relationships and tailored services [11]

Core Viewpoint - The 2025 "818 Wealth Management Festival" has commenced early, with multiple securities firms extending their activities and enhancing their service offerings, reflecting a transformation in the brokerage industry's service model from short-term marketing to long-term client engagement [1][5][10]. Group 1: Event Overview - The "818 Wealth Management Festival" has been held annually since 2017, and this year, several brokerage firms, including Heng Tai Securities and Changcheng Securities, have started their activities ahead of the official date [1][3]. - Heng Tai Securities launched its event from August 11 to 22, featuring trading activities and rewards such as cash red envelopes and advisory service coupons [3]. - Changcheng Securities extended its event duration to September 14, compared to the previous year, indicating a trend of longer promotional periods among firms [3][4]. Group 2: Service Model Transformation - The brokerage industry is undergoing a service model transformation, moving from single-point marketing to a strategy focused on continuous client engagement throughout the investment cycle [5]. - The "818 Wealth Management Festival" is evolving into a dual-driven system of "event ignition + long-term operation," aiming to convert short-term marketing activities into ongoing client support [5]. Group 3: Integration of AI Technology - AI has become a central theme in this year's festival, with firms like Guotai Haitong Securities offering immersive AI interactive experiences [6]. - National Gold Securities introduced an "AI Wealth Upgrade Plan" and an investment personality assessment tool to enhance decision-making for investors [6]. - The integration of AI is seen as a competitive advantage, allowing firms to better serve clients and meet personalized investment needs [7]. Group 4: Engagement with Younger Audiences - The festival features a variety of interactive and gamified activities aimed at attracting younger investors, such as competitions and quizzes [8]. - Firms are focusing on understanding real market demands through in-depth research, making the event more relatable and engaging for clients [8]. - Minsheng Securities is launching a game-based approach to enhance user engagement and provide personalized advisory services [8][9]. Group 5: Innovation in Service Offerings - National Gold Minsheng Securities is optimizing decision-making tools with a focus on low-cost and flexible payment models, responding to market demands for simplicity and effectiveness [9]. - Firms are building a comprehensive ecosystem that includes asset allocation, strategy tools, and educational content, moving beyond traditional product sales [9]. - Guangfa Securities is innovating by creating a "scene-based full-link companion ecosystem," integrating professional advisory services with social interaction [9].

Core Insights - The "2025 Guojin Wealth Festival" initiated by Guojin Securities focuses on AI-driven wealth management solutions, reflecting the evolving needs of investors for more targeted and efficient financial services [1][2] - The event features innovative tools such as the "Guojin MBTI" investment style assessment and the "Guojin AI Advisor," which utilize big data and machine learning to enhance investment decision-making [1][2][3] Group 1: AI and Financial Technology - AI has emerged as a central theme in this year's "818 Wealth Festival," reshaping the financial services ecosystem and positioning AI-driven advisory services as core components of wealth management [2] - The "Guojin AI Advisor" addresses key investor concerns such as stock selection, timing for buying and selling, and portfolio adjustments through scenario-based services [2] - The AI stock selection tool generates a curated list of stocks based on investor preferences and market conditions, providing real-time signals to capture fleeting market opportunities [2] Group 2: Investment Style Assessment - The "MBTI Investment Style Assessment" categorizes investors into 16 distinct styles based on their decision-making processes, risk preferences, and trading behaviors, helping them make informed investment choices [3] - This assessment aims to reduce decision-making costs and enhance investment efficiency by matching users with suitable investment tools based on their results [3] Group 3: Investor Education and Support - Guojin Securities emphasizes investor education and customer service by providing insights into market trends across various sectors, including solid-state batteries, electronics, pharmaceuticals, and more [3] - The company offers a service package valued at 2,198 yuan, which includes access to decision-making tools, industry research, and personalized consulting services [3] Group 4: Future Directions - Guojin Securities plans to leverage the "2025 Guojin Wealth Festival" as a platform to promote scientific asset allocation and explore further applications of financial technology in wealth management [4]

Group 1 - The core viewpoint of the articles is that Guojin Securities' "AI Investment Advisory" service provides a new solution to the complexities faced by investors in trading and decision-making processes [1][2][3] - The AI Investment Advisory leverages financial technology to reconstruct the investment advisory service system, enabling deep analysis and interpretation of market information, thus enhancing decision-making efficiency for investors [1][2] - The service offers personalized stock and fund selection recommendations based on user profiles and historical trading data, catering to individual preferences for large-cap or small-cap stocks [2][3] Group 2 - Guojin Securities' AI Investment Advisory helps investors avoid emotional biases during trading by providing clear operational guidance, including reference price ranges and position suggestions based on underlying algorithmic strategies [2] - The service is accessible to a broad audience, allowing small and medium investors to receive customized asset allocation plans without high capital thresholds, promoting inclusive finance [3] - The AI Investment Advisory simplifies the investment process from information filtering to personalized selection and decision-making support, making intelligent investment tools available to the general public [3]

Core Viewpoint - The A-share market has recently returned to around 3500 points, with noticeable acceleration in industry rotation, leading to challenges for investors in timing and selection of stocks [1] Group 1: Market Environment - The recent market environment has seen a shift from banking and financial sectors to technology stocks represented by AI and robotics, indicating a rapid change in investment focus [1] - Investors often face difficulties in adapting to the fast-changing market dynamics, where a single investment strategy may not suffice [1] Group 2: AI Investment Advisory - Guojin Securities' AI investment advisory service addresses common investment pain points by providing a comprehensive solution covering pre-investment diagnosis, strategy generation, signal tracking, and post-investment support [1][2] - The AI advisory service customizes investment strategies based on investor preferences, focusing on valuation safety margins for large-cap investors and growth potential for small-cap investors [2] Group 3: Strategy and Technology Integration - The AI investment advisory utilizes hundreds of strategies and nearly a thousand underlying factors to filter out ineffective information and capture key variables in sector rotation [2] - The strategies are validated through years of historical backtesting, ensuring that only those meeting success criteria are implemented in practice [2] Group 4: Enhanced Investor Experience - The AI advisory service provides real-time tracking of portfolio dynamics and alerts investors to significant stock movements, enhancing the overall investment experience [2][3] - By leveraging advanced technologies like big data and AI, the service democratizes access to sophisticated investment tools, allowing individual investors to receive tailored asset allocation plans [3][4]

Core Viewpoint - The integration of AI technology into the securities industry is transforming traditional investment advisory services, enabling firms to offer personalized, efficient, and comprehensive investment solutions to clients [1][2]. Group 1: AI Integration in Securities Firms - Over the past year, more than ten securities firms, including Guosen Securities, GF Securities, and China Galaxy, have launched AI investment advisors, AI digital humans, or AI voice assistants, covering the entire investment lifecycle from pre-investment strategies to post-investment support [1][2]. - AI assistants are enhancing various functions such as customer service, research analysis, compliance management, and marketing, becoming essential tools in the digital transformation of securities firms [2][4]. Group 2: Specific AI Applications - Guosen Securities' "Xin Investment Advisor AI Assistant" supports over 3,000 investment advisors by automating tasks like individual stock diagnosis and compliance documentation, significantly improving service efficiency [2]. - GF Securities' "Yitaojin App" introduced an AI voice command feature, allowing clients to perform stock queries and transactions through voice, enhancing user experience [2]. - China Galaxy Securities is focusing on deepening buy-side services and enhancing its self-developed advisory platform "G-Winstar" to improve marketing service systems [3]. Group 3: Technology and User Experience - Many securities firms are utilizing large models like DeepSeek and Qianwen, integrating them with proprietary strategies and data to provide personalized services across various platforms [4][5]. - The AI assistants are designed to support multiple interaction formats, including text, voice, charts, and market data, emphasizing personalized service based on client trading behavior [4][5]. - The competition among securities firms has shifted from merely having AI capabilities to the effectiveness and usability of these tools, with a focus on understanding regulations and client needs [5].

Core Viewpoint - The integration of AI technology in the securities industry is transforming wealth management, with firms like Guojin Securities leading the way by launching AI advisory services to enhance service quality and efficiency [1][6]. Group 1: AI Advisory Services - Guojin Securities has launched an "AI Advisory" service that provides personalized investment recommendations based on investors' historical trading preferences, aiming for tailored advice for different clients [1][4]. - The AI advisory service includes five main functions: AI stock recovery, AI fund recovery, AI stock selection, AI fund selection, and AI holding optimization, addressing various investment pain points and aligning with investor behavior [4][6]. - The AI advisory leverages big data and machine learning to improve market analysis accuracy and investment efficiency, offering customized wealth management solutions throughout the investor's life cycle [4][7]. Group 2: Market Trends and Investor Demographics - Over 80% of securities firms have initiated AI-related projects in the past two years, indicating a strategic shift in the industry to enhance service efficiency and respond to market changes [6][9]. - As of July 2023, the number of A-share investors in China surpassed 220 million, with a significant increase in new accounts, highlighting a growing demand for professional investment guidance among retail investors [6][9]. - The majority of investors are small and medium-sized, many of whom lack investment experience, creating a pressing need for accessible professional investment services [6][7]. Group 3: Benefits of AI Advisory - AI advisory services empower traditional advisory teams by providing efficient data processing and analysis tools, enhancing service efficiency and professionalism [7][9]. - The AI advisory platform allows small and medium-sized investors to receive personalized asset allocation plans and real-time investment advice based on their risk tolerance and financial goals [7][8]. - Guojin Securities emphasizes a customer-centric approach, utilizing AI algorithms to create a comprehensive service model that includes demand analysis, asset allocation, product selection, and ongoing tracking [8][9].

Core Viewpoint - The launch of "AI Investment Advisory" service by Guojin Securities aims to provide comprehensive intelligent investment support for investors, addressing challenges in stock selection, fund recovery, and portfolio optimization [1][3]. Group 1: AI Investment Advisory Features - The AI Investment Advisory service includes five main functionalities: AI stock selection, AI stock recovery, AI fund recovery, AI fund selection, and AI holding optimization [3][4]. - AI stock selection utilizes investor preferences to recommend stocks with reference buy prices and trading signals [3]. - AI stock recovery offers customized recovery plans based on the investor's current losses, including strategies for trading and stock switching [3]. - AI fund recovery employs algorithms for segment trading, regular investment, and asset allocation to help investors recover losses efficiently [4]. - AI fund selection identifies funds with potential based on market conditions and selects valuable global assets to balance returns and risks [4]. Group 2: Technological Integration and Development - Guojin Securities is one of the first institutions in the industry to explore the application of AI large models in investment, enhancing market analysis accuracy and investment efficiency [1][5]. - The company has been deeply engaged in financial technology since 2014, continuously pushing the application of leading technologies like AI large models in wealth management and investment research [5][6]. - The AI Investment Advisory service is built on a foundation of strategies that have been tested over years, ensuring that only strategies with a proven track record are included [6]. Group 3: User Experience and Accessibility - The service offers a 30-day free trial for first-time users, allowing them to experience AI-driven investment services [1][4]. - Continuous updates and trading signals are provided through the app and SMS, facilitating timely decision-making for users [4][6]. - The launch of AI Investment Advisory marks a significant step towards democratizing financial services and enhancing investor experience [6].