扎根幸福之城长沙 女博士用AI玩转金融投研
1月4日下午,某投资银行的金融研究员王振屿使用大模型智能投研平台WarrenQ内的AI助手Chat、AI写作等工具,快速收集到近期的热点资讯、即时公告和并购数据,高效完成一篇上千字的“企业并购”方面的分析报告。
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正是由湖南湘江新区企业长沙丹渥智能科技有限公司(简称“丹渥智能”)打造的金融界AI神器,它正悄然改变着金融研究人员的日常工作方式。2024年,丹渥智能被认定为湖南省“专精特新”企业。近日,记者走进丹渥智能,探寻企业蹚出的新路子。
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“搜读算写”组合拳
The AI Tool's "Search, Read, Calculate, and Write" Combo
在不少金融领域研究员的眼中,WarrenQ方便、高效且智能。
In the eyes of many financial researchers, WarrenQ is convenient, efficient, and intelligent.
“我们这行比较关注利率、政策变化之类的宏观信息,平常做政策研究比较多。WarrenQ新上线的政策研究功能很不错,囊括了国内外的核心政策。”不少银行固收研究员体验到了WarrenQ带来的便利,“WarrenQ能通过AI提炼不同时期政策的变化并进行对比、溯源查证,提高我们的工作效率。”
"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,如果平时需要搜集法律法规、金融数据等,该平台的Chat小助理也能很快地协助客户解决问题。“WarrenQ的Chat问答和AI写作确实厉害,尤其是AI写作功能,能在较短时间生成一篇不错的报告。”某证券公司的一位投资顾问为WarrenQ连连点赞,它的写作思路、行文逻辑清晰,资料均能溯源,还能迅速提供很多具有价值的材料。
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.
丹渥智能创始人白雪介绍,WarrenQ是一个“All-In-One”投研端平台,致力于增强金融机构投研投资的整体效能,助力金融行业数智化转型。该平台网罗了大量大模型和全量的股债基资讯数据,通过运用最新的数智化技术、大模型技术,为全量数据加持,更好地服务金融客户。
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.
在大模型技术的加持下,这款金融界的AI神器覆盖了海量指标数据智能检索、百页报告智能提炼、在线估值模型测算、AI智能写作等各种专业投研场景,打出了“搜读算写”组合拳。
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.
女博士捕捉商机“尝鲜”智能投研
A Female Doctor Seizes Business Opportunitiesin Intelligent InvestmentResearch
在丹渥智能,明星产品可不止WarrenQ。迎着数智化的浪潮,丹渥智能先后研发出投研一体化平台、大模型知识库、估值模型、智能写作、语控万数Agent等产品。这些产品帮助金融机构从传统手工作业的工作流程升级到数智化方式,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.
时间回到2010年,彼时,智能投研行业进入快速发展阶段,与此同时,监管部门对金融科技行业的监管力度逐渐加大,为行业的健康发展奠定了基础。
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.
“何不趁着这一东风,在金融科技领域干点实事?”博士毕业于复旦大学计算机学院、在金融领域耕耘了10多年的白雪敏锐地捕捉到了智能投研技术的商机。经过多年的精心筹备,2018年,丹渥智能在湖南湘江新区扎下根来。
"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.
创业初期,白雪带领团队针对金融机构主要业务场景设计开发了当时市场上独有的多样化知识图谱金融产品,但刚开始该产品的市场需求并不理想。
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,走出初创公司经营困境?不肯轻言放弃的白雪带着技术团队各处路演推广产品。
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.
功夫不负有心人。在一次路演活动中,白雪生动、详细地阐述了知识图谱的相关功能及属性,华南地区某大型证券公司对该产品产生了浓厚兴趣,向丹渥智能抛出了橄榄枝。这一笔订单的签订,为丹渥智能拿下生死攸关的一局。
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.
扎根幸福之城长沙“筑巢引凤”
Taking Root in Changsha, the City of Happiness, to Attract Talents
企业发展,人才永远是核心驱动力。刚解决了生存问题的丹渥智能,又遇到了另一只“拦路虎”——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.
如何引进、培育专精人才,加强团队建设?
How to attract and cultivate specialized talents and strengthen the team building?
“长沙优渥的营商环境和良好的人才政策很具吸引力,为我们引进AI领域高层次人才提供了坚实的基础和有力的保障。”白雪表示,近年来,丹渥智能已建立200余人的技术研究中心,研发投入占比更在同业中居于前列。
"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.
近年来,长沙持续建设“高质量发展、低成本创业、高品质生活”的幸福之城,更是连续17年获评“最具幸福感城市”。提及在长沙创业的感受,白雪点赞长沙地理位置优越、环境优美,中南大学、湖南大学等高校人才众多。借力长沙为科创企业提供的一系列扶持政策,丹渥智能等一大批优质企业在这里筑巢引凤、起势腾飞。
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,丹渥智能联合易方达基金推出WarrenQ,聚焦研究员真实投研场景,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,丹渥智能进一步深化了大模型应用领域的开发,发布了WarrenQ GPT,将金融科技领域带入了全面“刷新”状态。基于WarrenQ GPT,丹渥智能成功研发出两款应用产品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,丹渥智能被认定为湖南省“专精特新”企业。
In 2024, Danwo Intelligent was recognized as a “SRDI (Specialized, Refined, Differentiated, Innovating)" enterprise in Hunan Province.
面向未来,白雪表示,丹渥智能将持续加大在人工智能、大模型、智能数据等前沿技术的研发投入,把大模型技术、最新的科研成果应用到日常生活当中,使投资更加简单、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.