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西部证券殷涛:围绕数字化运营,三方面赋能投资者
Mei Ri Jing Ji Xin Wen· 2025-11-28 13:33
Core Viewpoint - Western Securities is focusing on digital operations to empower ordinary investors and enhance wealth management through a strategy centered on "data-driven + intelligent companionship + warm service" [1] Group 1: Data-Driven Approach - Western Securities plans to optimize service models by developing the "Huiyan Shijin" intelligent operation platform, which will analyze customer trading and risk preferences to provide real-time strategy optimization for asset allocation [1] - The company aims to create a service platform that connects investors, advisors, and experts to address the issue of "many clients but few advisors," ensuring that ordinary investors receive efficient and professional services akin to those available to high-net-worth clients [1] Group 2: Intelligent Tools - Western Securities intends to build an inclusive ecosystem that supports a multi-chain service system from customer decision-making to trading, introducing tools such as grid strategies and quantitative trading [1] - The promotion of ETF grid strategy products is part of the initiative to allow ordinary investors to enjoy exclusive rights typically reserved for institutional and high-net-worth clients [1] Group 3: Overall Goal - The ultimate goal of Western Securities is to help every investor find a suitable participation path to achieve wealth appreciation [1]