写一份投委会材料，有多累？ 翻公告、对财报、筛研报、追新闻…… 为几页上会关键内容，耗掉好几天。 真正决定成败的深度判断，反而没时间打磨。 现在， Alice Agent 三剑合一 ， 自动完成重复性工作，直接输出可上会的高质量投资建议书与估 值分析报告 。 01 公司概况：全 景动态聚合 投委会最先关注的，是目标的公司动态和机构观点 。但要回答这个问题，你通常得花数小时在公 告、新闻、研报之间来回查阅。 现在，交给 【上市公司速览通】，速览通帮助您一键自动抓取最新公告、主流券商观点与关键舆 情，结构化呈现业务进展、管理层变动与重大事项。 通过数据量化企业竞争优势 03 财务健康：智能风险识别 准备投委会材料时间紧、任务重，最怕财务端的细微风险被忽略。财务数据需要反复分析和校对， 往往耗掉大量时间。 现在，请交给【自选股财务诊断简报】，它能帮你自动识别公司财务，分析利润质量恶化、现金流 承压、杠杆异常等核心风险，并输出板块对比与趋势判断。 自动抓取公司各项信息 快速汇总新闻脉络与研报观点 02 壁垒分析：综合量化判断 面对高估值标的阐述投资理由时，往往只能凭借经验给出定性判断。然而，光靠定性很难让投委信 服。 ...

Course Offerings - Wind continues to provide high-quality online courses globally, with a focus on various financial and AI-related topics [2][3][4] - Upcoming courses in November include sessions on AI enterprise lead generation, institutional flows, market rotations, and AI-driven risk control [3][4] - The course calendar highlights a range of topics, including autonomous driving, AI-enhanced index strategies, and ESG policies [4][5] Training Series - The Wind New Insight training series covers essential themes such as AI in finance, rare earth market cycles, and understanding stock market trends [5][7] - Courses are available in multiple languages, including Chinese, English, and German, catering to a diverse audience [4][5] Engagement and Registration - Participants are encouraged to scan a QR code to register for courses and access live broadcasts and replays [2][5] - The training aims to help individuals establish a foothold globally and succeed in future financial landscapes [8]

但处理海量公告、分散数据源 当前，城投发债已全面进入 "存量博弈" 。 区域续作（借新还旧）是投行收入的关键。 正在吞噬宝贵的时间和业务窗口... 你的专业价值，不该浪费在基础的数据搬运上！ 现在，是时候和旧模式说再见了， 前往Alice Agent （终端命令：AGENT） 使用 【地域城投债借新还旧业务机会】 本Agent以业务导向的工作流程为核心；深度整合公告信息、债券数据及舆情资讯等分散内容，精准输 出可落地的业务机会清单。助你精准布局续债市场，锁定目标区域和主体。为团队提供最精准、最高效 的续债业务地图。 // Agent看数字：业务规模，一目了然 // 以前的你（）： 手动汇总到期债，分不清主次，到处撒网，累死！ 现在的你（）： Agent秒出 TOP 榜单！ 谁最缺钱？谁的规模最大？一目了然！业务目标瞬间锁 定！ | 50000000 | | | | | | | Alice | | - 0 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 开始 殷藥 佳芬 商品 外汇 其余 指歌 衍生品 A ...

Core Insights - The investment conference "Golden Autumn Investment Enjoyment" organized by Wind Fund successfully concluded, focusing on current market conditions and investment strategies [1][3] Group 1: Market Environment and Investment Strategies - The current market is at a critical juncture, with emphasis on technological innovation as a key driver for China's economic development [5] - The Chinese capital market is undergoing profound structural changes, leading to accelerated differentiation and integration among industry players [7] - Investment strategies discussed include a focus on core assets, long-termism, and adapting to industry trends [7] Group 2: AI and Technological Impact - AI technology is reshaping the financial research and investment ecosystem, transitioning from traditional specialized models to a more generalized system [9] - The evaluation system for funds is evolving from relying solely on historical performance to a comprehensive model that integrates unique data and strategy adaptability [9] - AI is viewed as a "productivity lever," unlocking previously inaccessible data in various sectors, including pharmaceuticals and robotics [11] Group 3: Investment Outlook - The stock market is expected to enter a bullish phase, driven by technology stocks, with key themes including AI, resources, and military industry [13] - The convertible bond market may face increased challenges, with returns primarily dependent on underlying stock performance [13] - The bond market may see short-term recovery opportunities, but long-term returns are likely to remain low [13] Group 4: Future Collaboration and Development - The conference provided valuable investment insights and fostered closer connections between investment institutions and investors [15] - Wind Fund aims to continue promoting an open, cooperative, and win-win philosophy to enhance the prosperity and quality development of the wealth management industry in China [15]

Core Viewpoint - The article emphasizes the transformation of investment decision-making through the use of Alice Agent, an intelligent system that automates various aspects of trading and risk management, thereby enhancing efficiency and accuracy in the financial markets [1][12]. Group 1: Risk Management - The Derivatives Intelligent Risk Control Report Agent can generate risk exposure reports in just 10 seconds, significantly speeding up the risk assessment process [2]. - The system automatically calculates Delta/Gamma Cash and various risk exposure data, allowing for timely decision-making [2]. Group 2: Arbitrage Opportunities - The Index Options Spread Analysis Agent provides real-time data on arbitrage opportunities, such as the current spread of 1.2% for the CSI 1000 options and 0.8% for the IM index futures, indicating a potential reverse arbitrage space of 0.4% [5]. - This agent simplifies the process of identifying arbitrage opportunities by consolidating data into a single view [5]. Group 3: Market Sentiment and Alerts - The Financial Index Options PCR Warning Agent alerts users when the PCR drops below 1%, indicating extreme market sentiment that may correlate with index movements [6]. - The Implied Volatility Heatmap Agent identifies rising risk aversion across multiple assets, providing a comprehensive view of market sentiment [6]. Group 4: Tactical Insights - Alice Agent can automatically extract and summarize key insights from various reports, generating tactical briefs that streamline the research process [8]. - This feature allows users to stay informed without manually sifting through multiple sources [8]. Group 5: Data Reporting - The Options Data Daily Report Agent automates the generation of daily reports covering options market data, volatility structures, and trading volumes, enhancing reporting efficiency [9][10]. - This automation reduces the need for manual data compilation and analysis, allowing for quicker insights [10]. Group 6: Comprehensive System Integration - The six key agents redefine the investment research system by providing functionalities such as risk assessment, arbitrage analysis, sentiment tracking, and daily reporting [11]. - The integration of these agents allows for a more cohesive and responsive trading strategy, driven by real-time data and automated insights [13].

Core Viewpoint - The article introduces a free, customized AI Agent service by Wind, aimed at simplifying complex work tasks for users without requiring technical expertise [2][3]. Group 1: Service Overview - Wind offers a one-on-one free customization service for AI Agents, allowing users to submit specific task requirements without needing to write code or understand AI [3][4]. - The service is entirely free for Wind financial terminal users, with no customization fees or limitations on functionality [3][4]. Group 2: Expert Involvement - Wind's product team engages in deep communication with users to ensure the customized Agent effectively meets their business needs and delivers tangible results [4][5]. - The focus is on transforming technical delivery into work delivery, providing users with clear outputs such as data, tables, charts, and analysis reports [5][6]. Group 3: Case Study - A case study highlights a bank investment manager who previously spent half a day compiling industry reports. After customization, the Agent automates data collection and report generation, significantly reducing workload [6][9]. Group 4: User Feedback and Engagement - The service has seen over 31,000 custom Agent runs weekly, with a report view rate of 83% and a user satisfaction rate exceeding 93% [12]. - Users describe the AI Agent as a capable colleague that requires no training, emphasizing its practical utility in completing tasks [12].

Core Viewpoint - The article emphasizes the need for real-time, precise insights in the fast-paced financial market, highlighting the capabilities of Alice Agent as a powerful tool for generating credible and professional analysis reports based on vast data from Wind Financial Terminal [1]. Group 1: Key Innovations of Alice Agent - Data Power: Alice Agent excels in precise querying of Wind's data, ensuring that the underlying data is comprehensible, manipulable, and stable, which enhances the speed and accuracy of analysis [2]. - Collaborative Power: Alice Agent autonomously plans task paths based on assignments, allowing multiple intelligent agents to work in parallel, ensuring that no critical signals are overlooked from data collection to analysis generation [3]. - Credibility Power: Alice Agent relies on first-hand data from Wind, avoiding speculation and ensuring that analysis results are traceable and logically sound, thus standing up to verification [4]. Group 2: Practical Comparison and Functionality - In practical applications, Alice Agent can analyze structural market trends by simply inputting a request for a review and visual analysis report, showcasing its efficiency compared to traditional AI methods [6]. - Utilizing AI for dynamic planning and real-time coding, Alice Agent can automatically retrieve Wind data, validate calculations, create charts, and summarize analyses, resulting in quick production of professional and credible in-depth reports [7]. - Alice Agent is described as an intelligent assistant capable of reading data, performing analyses, and generating reports, significantly speeding up the processes of daily reporting, analysis, and trend tracking [11].

Core Viewpoint - Alice Agent is an innovative tool designed to enhance efficiency and personalization in the financial industry, addressing common pain points faced by users of similar products [1][2]. Summary by Sections User Growth and Adoption - Since its launch, Alice Agent has experienced exponential user growth, with daily trial users surpassing historical records and functionality usage reaching new peaks [1]. Problem Solving - Alice Agent effectively resolves issues prevalent in other agent products, such as unstable task planning, unreliable data sources, and significant AI hallucinations. It leverages Wind's financial big data platform for dynamic task planning and real-time coding technology, ensuring stable and accurate task execution [1][2]. Functionality and Features - The platform allows users to automate complex tasks, such as market analysis, by simply inputting objectives. For example, users can request a report on recent market trends, and Alice Agent will generate a comprehensive analysis, including data collection, news filtering, and result analysis, all in one step [2][3]. - Outputs can be generated in various formats, including Word, Excel, and PDF, and can incorporate visual tools like charts and mind maps, enhancing clarity and collaboration within teams [2]. Task Execution Process - The task execution process includes: 1. Gathering recent hot topic news 2. Collecting relevant research reports 3. Analyzing industry and concept sector performance 4. Generating visual data representations 5. Assessing the sustainability of hot topics 6. Compiling findings into a Word report and emailing it [3]. Market Insights - The article highlights recent market trends, including sector performance, with notable increases in areas such as: - Communication: +5.27% - Non-ferrous metals: +3.74% - Electronics: +3.60% - Gene editing: +15.88% - Charging stations: +11.86% [4]. Conclusion - Alice Agent represents a significant advancement in financial tools, promoting a future of "easy and efficient" work for financial professionals, including researchers, fund managers, and investment advisors [4][6].