扎根幸福之城長沙 女博士用AI玩轉(zhuǎn)金融投研
1月4日下午,,某投資銀行的金融研究員王振嶼使用大模型智能投研平臺WarrenQ內(nèi)的AI助手Chat,、AI寫作等工具,,快速收集到近期的熱點(diǎn)資訊,、即時公告和并購數(shù)據(jù),,高效完成一篇上千字的“企業(yè)并購”方面的分析報(bào)告,。
On the afternoon of January 4th, Wang Zhenyu, a financial researcher at an investment bank, used tools such as the AI assistant Chat and AI writing within the large-model intelligent investment researchplatform WarrenQto quickly gathered recenthot news, instant announcementsand merger and acquisition data, efficiently completed an analytical report on "enterprise mergers and acquisitions" with thousands of words.
WarrenQ正是由湖南湘江新區(qū)企業(yè)長沙丹渥智能科技有限公司(簡稱“丹渥智能”)打造的金融界AI神器,,它正悄然改變著金融研究人員的日常工作方式,。2024年,丹渥智能被認(rèn)定為湖南省“專精特新”企業(yè)。近日,,記者走進(jìn)丹渥智能,,探尋企業(yè)蹚出的新路子。
WarrenQ is anAI toolin the financial sectorcreatedby Changsha Danwo Intelligent Technology Co., Ltd. (referred to as "Danwo Intelligent"), which is located in the Hunan Xiangjiang New Area of China.It is quietly changing the daily working methods of financial researchers. In 2024, Danwo Intelligent was recognized as a“Specialized, Refined, Differentiated, Innovating(SRDI)" enterprise in Hunan Province. Recently, reporters visited Danwo Intelligent to explore the new path the company has forged.
“AI神器”打出“搜讀算寫”組合拳
The AI Tool's "Search, Read, Calculate, and Write" Combo
在不少金融領(lǐng)域研究員的眼中,,WarrenQ方便,、高效且智能。
In the eyes of many financial researchers, WarrenQ is convenient, efficient, and intelligent.
“我們這行比較關(guān)注利率,、政策變化之類的宏觀信息,,平常做政策研究比較多。WarrenQ新上線的政策研究功能很不錯,,囊括了國內(nèi)外的核心政策,。”不少銀行固收研究員體驗(yàn)到了WarrenQ帶來的便利,,“WarrenQ能通過AI提煉不同時期政策的變化并進(jìn)行對比,、溯源查證,提高我們的工作效率,?!?/p>
"Our industry pays close attention to macro information such asthe interestrate and policy changes. We usually conductpolicy research. The newly launched policy research function of WarrenQ is really great. It covers core policies at home and abroad." Many fixed-income researchers at bankshave experienced the convenience brought by WarrenQ,"WarrenQ can use AI to extract policy changes in different periods, make comparisons, and conduct traceability verification, which improves our work efficiency."
此外,如果平時需要搜集法律法規(guī),、金融數(shù)據(jù)等,,該平臺的Chat小助理也能很快地協(xié)助客戶解決問題?!癢arrenQ的Chat問答和AI寫作確實(shí)厲害,,尤其是AI寫作功能,能在較短時間生成一篇不錯的報(bào)告,?!蹦匙C券公司的一位投資顧問為WarrenQ連連點(diǎn)贊,它的寫作思路,、行文邏輯清晰,,資料均能溯源,還能迅速提供很多具有價值的材料,。
In addition, when it comes to collecting laws, regulations, financial data,and related data,the Chat assistant on this platform can quickly assist customers in solving problems. "The Chat function and AI writing of WarrenQ are truly remarkable. Especially the AI writing function can generate a good report in a relatively short time," praised an investment advisor from a securitycompany. Its writing ideas and logical structure are clear, all materials can be traced, and it can quickly provide a lot of valuable materials.
丹渥智能創(chuàng)始人白雪介紹,,WarrenQ是一個“All-In-One”投研端平臺,致力于增強(qiáng)金融機(jī)構(gòu)投研投資的整體效能,,助力金融行業(yè)數(shù)智化轉(zhuǎn)型,。該平臺網(wǎng)羅了大量大模型和全量的股債基資訊數(shù)據(jù),通過運(yùn)用最新的數(shù)智化技術(shù),、大模型技術(shù),,為全量數(shù)據(jù)加持,,更好地服務(wù)金融客戶。
Bai Xue, the founder of Danwo Intelligent, introduced that WarrenQ is an "All-In-One" investmentresearch platform,committed to enhancing the overall efficiency of research, investment, and assisting the financial industry in its digital and intelligent transformation.This platform integrates a large number of large models and comprehensive stock, bond, and fund information data. By applying the latest digital and intelligent technologies and large model technologies, it empowers comprehensive data to better serve financial customers.
在大模型技術(shù)的加持下,,這款金融界的AI神器覆蓋了海量指標(biāo)數(shù)據(jù)智能檢索,、百頁報(bào)告智能提煉、在線估值模型測算,、AI智能寫作等各種專業(yè)投研場景,,打出了“搜讀算寫”組合拳。
With the support of large model technology, this AI toolin the financial industrycovers various professional research and investment scenarios such as intelligent retrieval of massive indicator data, intelligent extraction of hundred-page reports, online valuation model calculation, and AI intelligent writing, delivering a powerful "search, read, calculate, and write" combo.
女博士捕捉商機(jī)“嘗鮮”智能投研
A Female Doctor Seizes Business Opportunitiesin Intelligent InvestmentResearch
在丹渥智能,,明星產(chǎn)品可不止WarrenQ,。迎著數(shù)智化的浪潮,丹渥智能先后研發(fā)出投研一體化平臺,、大模型知識庫,、估值模型、智能寫作,、語控萬數(shù)Agent等產(chǎn)品,。這些產(chǎn)品幫助金融機(jī)構(gòu)從傳統(tǒng)手工作業(yè)的工作流程升級到數(shù)智化方式,提升工作效率,。
At Danwo Intelligent, WarrenQ is not the only star product. Riding the wave of digital-intelligent transformation, Danwo Intelligent has successively developed products such as an investment and research integration platform, a large-model knowledge base, a valuation model, intelligent writing, and the Voice-controlled Universal Data Agent. These products help financial institutions upgrade their traditional manual work processes to digital and intelligent ones, improving their work efficiency.
時間回到2010年,,彼時,智能投研行業(yè)進(jìn)入快速發(fā)展階段,,與此同時,,監(jiān)管部門對金融科技行業(yè)的監(jiān)管力度逐漸加大,為行業(yè)的健康發(fā)展奠定了基礎(chǔ),。
Back in 2010, the intelligentinvestment research industry entered a stage of rapid development. At the same time, regulatory authorities gradually increased their supervision of the financial technology industry, laying a foundation for the healthy development of the industry.
“何不趁著這一東風(fēng),,在金融科技領(lǐng)域干點(diǎn)實(shí)事?”博士畢業(yè)于復(fù)旦大學(xué)計(jì)算機(jī)學(xué)院,、在金融領(lǐng)域耕耘了10多年的白雪敏銳地捕捉到了智能投研技術(shù)的商機(jī)。經(jīng)過多年的精心籌備,,2018年,,丹渥智能在湖南湘江新區(qū)扎下根來。
"Why not take advantage of this trend and do something practical in the financial technologyfield?" Bai Xue, who holds a doctorate degree from the School of Computer Science at Fudan University and has been engaged in the financial field for over 10 years, keenly spotted the business opportunity ofintelligent investment research technology. After years of careful preparation, in 2018, Danwo Intelligent took root in Hunan Xiangjiang New Area.
創(chuàng)業(yè)初期,,白雪帶領(lǐng)團(tuán)隊(duì)針對金融機(jī)構(gòu)主要業(yè)務(wù)場景設(shè)計(jì)開發(fā)了當(dāng)時市場上獨(dú)有的多樣化知識圖譜金融產(chǎn)品,,但剛開始該產(chǎn)品的市場需求并不理想。
In the early days of entrepreneurship, Bai Xue led the team to design and develop a unique diversified knowledge graph financial product in the market at that time, targeting the main business scenarios of financial institutions. However, the market demand for this product was not ideal at the beginning.
如何破局,,走出初創(chuàng)公司經(jīng)營困境,?不肯輕言放棄的白雪帶著技術(shù)團(tuán)隊(duì)各處路演推廣產(chǎn)品。
How to changethe situation and get out of the operational dilemma of a start-up company? Bai Xue, who was not willing to give up easily, led the technical team to roadshow and promote the product everywhere.
功夫不負(fù)有心人,。在一次路演活動中,,白雪生動,、詳細(xì)地闡述了知識圖譜的相關(guān)功能及屬性,華南地區(qū)某大型證券公司對該產(chǎn)品產(chǎn)生了濃厚興趣,,向丹渥智能拋出了橄欖枝,。這一筆訂單的簽訂,為丹渥智能拿下生死攸關(guān)的一局,。
Hard work pays off. During a roadshow event, Bai Xue vividly and elaborately explained the relevant functions and attributes of the knowledge graph. A large securities company in South China showed great interest in the product and extended anolive branchto Danwo Intelligent. The signing of this order was a crucial victory for Danwo Intelligent.
扎根幸福之城長沙“筑巢引鳳”
Taking Root in Changsha, the City of Happiness, to Attract Talents
企業(yè)發(fā)展,,人才永遠(yuǎn)是核心驅(qū)動力。剛解決了生存問題的丹渥智能,,又遇到了另一只“攔路虎”——缺人,。
Talent is always the core driving force for enterprise development. Danwo Intelligent, which had just solved itssurvival problem, encountered another "stumbling block" - a shortage of talents.
如何引進(jìn)、培育專精人才,,加強(qiáng)團(tuán)隊(duì)建設(shè),?
How to attract and cultivate specialized talents and strengthen the team building?
“長沙優(yōu)渥的營商環(huán)境和良好的人才政策很具吸引力,為我們引進(jìn)AI領(lǐng)域高層次人才提供了堅(jiān)實(shí)的基礎(chǔ)和有力的保障,?!卑籽┍硎荆陙?,丹渥智能已建立200余人的技術(shù)研究中心,,研發(fā)投入占比更在同業(yè)中居于前列。
"The excellent business environment and goodtalent policies in Changsha are very attractive, providinga solid foundation and a powerfulguarantee for us to introduce high-level talents in the AI field," Bai Xuesaid. In recent years, Danwo Intelligent has established a technical research center with more than 200 people, and its R&D investment proportionranks among the top in the industry.
近年來,,長沙持續(xù)建設(shè)“高質(zhì)量發(fā)展,、低成本創(chuàng)業(yè)、高品質(zhì)生活”的幸福之城,,更是連續(xù)17年獲評“最具幸福感城市”,。提及在長沙創(chuàng)業(yè)的感受,白雪點(diǎn)贊長沙地理位置優(yōu)越,、環(huán)境優(yōu)美,,中南大學(xué)、湖南大學(xué)等高校人才眾多,。借力長沙為科創(chuàng)企業(yè)提供的一系列扶持政策,,丹渥智能等一大批優(yōu)質(zhì)企業(yè)在這里筑巢引鳳、起勢騰飛,。
In recent years, Changsha has been continuously building a "city of high-quality development, low-cost entrepreneurship, and high-quality life". It has been rated as the "HappiestCity" for 17 consecutive years. Speaking of her entrepreneurial experience in Changsha, Bai Xue praised Changsha for its superior geographical location, beautiful environment, and the large number of talents from Central South University, Hunan University, and other universities. Leveraging a series of support policies provided by Changsha for science and technology innovation enterprises, a large number of high-quality enterprises like Danwo Intelligent are attracting talents and taking off here.
2021年,,丹渥智能聯(lián)合易方達(dá)基金推出WarrenQ,聚焦研究員真實(shí)投研場景,,致力于提升投研效率,。
In 2021, Danwo Intelligent jointly launched WarrenQ with E Fund. Focusing on the real investment researchscenarios of researchers, it is committed to improvingthe efficiencyof investmentresearch.
2023年,丹渥智能進(jìn)一步深化了大模型應(yīng)用領(lǐng)域的開發(fā),,發(fā)布了WarrenQ GPT,,將金融科技領(lǐng)域帶入了全面“刷新”狀態(tài),。基于WarrenQ GPT,,丹渥智能成功研發(fā)出兩款應(yīng)用產(chǎn)品WarrenQ—Chat和ChatMiner,。
In 2023, Danwo Intelligent further deepened the development of the largemodel application field and released WarrenQ GPT, bringing the financial technologyfield into a comprehensive "refreshed" state. Based on WarrenQ GPT, Danwo Intelligent successfully developed two application products, WarrenQ-Chat and ChatMiner.
2024年,丹渥智能被認(rèn)定為湖南省“專精特新”企業(yè),。
In 2024, Danwo Intelligent was recognized as a “SRDI (Specialized, Refined, Differentiated, Innovating)" enterprise in Hunan Province.
面向未來,,白雪表示,丹渥智能將持續(xù)加大在人工智能,、大模型,、智能數(shù)據(jù)等前沿技術(shù)的研發(fā)投入,把大模型技術(shù),、最新的科研成果應(yīng)用到日常生活當(dāng)中,,使投資更加簡單、投研更加高效,。
Looking to the future, Bai Xue said that Danwo Intelligent will continue to increase its R&D investment in cutting-edge technologies such as artificial intelligence, large models, and intelligent data, and apply large model technologyand the latest scientific research achievements to daily life, making investment simpler andinvestment research more efficient.