专题：2026全球与中国资本市场展望论坛 吴雪伟指出，当前优秀投资顾问人力相对稀缺，平均每人需服务大量客户，"一个很优秀的投顾搭三到 五个人的团队，假设服务千万以上的客户去做纯定制，它服务40个左右就没有太多的时间和精力再做覆 盖。"基于此，投顾服务尝试运用AI技术，主要从两方面着手：首先是帮助投顾释放时间与精力。例 如，利用AIGC能力辅助投顾完成日常评论、热点分析等内容的初步信息搜集与生成，提升内容产出效 率。但他同时坦言，此项工作"做比较容易，做好很难"，难点在于投顾独特的个人风格难以被AI完美模 仿，且高质量内容需融合研究观点与个人判断，目前AI在此方面仍有改进空间。 其次是在直接服务客户场景中提供辅助。吴雪伟以"诊股"服务为例，指出市场上现有服务存在质量不均 的情况。 他表示，一个优秀的投资顾问通过过往的经历和分析框架，能够给出适合客户需要的诊股的方案，如果 让AI学习这些能力，需要结合主理人过往的实践，再加上他过去的能力，还是有不错的效果。"我们在 努力地实现产品化，有些产品近期会和大家做见面。"吴雪伟说。 责任编辑：韦子蓉 专题：2026全球与中国资本市场展望论坛 1月15日，2026全球与中国 ...

Core Viewpoint - The application of AI technology in the securities advisory sector is steadily exploring two main directions: empowering advisors internally and providing direct client services, aiming to address the industry's pain point of insufficient service capacity among excellent advisors [1][5]. Group 1: Internal Empowerment of Advisors - The current market faces a scarcity of excellent investment advisors, leading to significant service pressure, with an average advisor serving about 2,800 investors. Even top advisors, with a team of 3 to 5, can only provide customized services to around 40 high-net-worth clients, beyond which service quality may decline [6]. - AI is being explored to alleviate this pressure by automating repetitive tasks, such as generating daily reports and market commentary, which allows advisors to focus on high-value services. However, the challenge remains in replicating the unique personal style of advisors, which is crucial for effective communication [2][6]. - The integration of AI in content production aims to reduce the workload of advisors significantly, but achieving a balance between automation and maintaining a personalized touch is a key focus area [2][6]. Group 2: Direct Client Services - AI is also being applied in direct client services, particularly in stock diagnosis services, which currently vary in quality. Some services lack specificity and fail to provide continuous support [7]. - The goal is to develop AI capabilities that can learn from experienced advisors to offer tailored stock diagnosis solutions that meet client needs [7]. - The company is working on productizing AI-driven services that combine insights from past practices and professional capabilities of advisors, with some products expected to launch soon [3][7]. Group 3: Overall Value of AI in Securities Advisory - The value of AI in the securities advisory field is seen in two dimensions: first, by taking over repetitive tasks to free up advisors' core energy for high-value services; second, by learning from professional advisors to enhance client service offerings [3][7]. - As technology continues to evolve and application scenarios deepen, AI is anticipated to become a core driver for improving efficiency and quality in the securities advisory industry [3][7].