Six CICC analysts transform into Skill; brokerage AI competition accelerates again

On June 1, CICC Dianjing announced the addition of six new analyst Skills online, which are now accessible in Agent mode;

After completing registration, users simply need to enter “/” in CICC Dianjing to directly converse with the analyst's digital avatar and obtain services.

This signifies that CICC’s analyst Skill system is beginning to move from a single pilot towards matrix expansion.

In fact, CICC’s exploration of analyst Skills started half a month ago:

On May 18, CICC Dianjing launched the “Analyst.Skill” function for the first time, and introduced “Old Yu,” a digital avatar modeled after the chief analyst of the computer industry, Yu Zhonghai;

According to official disclosures, “Old Yu” was trained on more than 300,000 words of research material and over 120,000 exclusive data indicators, internalizing a hypothesis-verification-valuation-risk investment research framework, and can conduct structured analysis on hot events, financial report impacts, and individual stock logic.

Subsequently, CICC further launched several investment research Skills such as core hypothesis analysis for individual stocks, profit forecasting analysis, and valuation analysis, and mentioned plans to continuously expand the analyst Skill system in the future.

It is worth noting that CICC is not the only entrant in the financial analysis Skill track.

In March this year, East Money took the lead in launching financial Skills systems such as information search, financial data, smart stock selection, and simultaneously built the Miaoxiang large model capability library;

Later, it packaged financial data, market information, investment research analysis, portfolio management, and other capabilities into eight standardized Skills and integrated them with Huawei Xiaoyi Claw platform.

On May 20, East Money’s Miaoxiang Investment Research Assistant further launched on Alibaba Cloud JVS Claw Digital Employee Square as a ClawBot digital employee, becoming the platform’s first financial digital employee Bot. Users can use natural language to access abilities like stock selection, research report search, financial report interpretation, and fund diagnosis, completing a full investment research task process.

Guotai Haitong Securities, Guosen Securities, GF Securities, and other institutions have also begun to launch concentrated financial Skill products.

Among them, Guotai Haitong launched six Lingxi Skills including research report search, real-time market, financial data, market hot list, smart stock selection, and custom management;

Guosen Securities launched six types of investment research Skills such as smart stock selection, ETF screening, fund comparison, and macroeconomic data;

GF Securities packaged abilities like Dragon Tiger List analysis, ETF screening, and capital anomalies into standardized plugins, building an internal Skill system covering investment research, wealth management, and operational support.

From the timeline, competition among brokers’ Skills has clearly upgraded.

From March to April, the industry mainly focused on tool-type Skills such as market inquiry, data invocation, research report search;

Since May, East Money was the first to try digital employee form, while CICC encapsulated the analyst himself as a callable AI capability.

This change reflects a shift in the focus of AI competition among brokers.

Over the past year, most brokers have completed the construction of their large model base; ability gaps between self-developed models and external models have gradually narrowed. Against this backdrop, true barriers are no longer based on the models themselves, but rather on the brokers’ accumulated data assets, research frameworks, and analyst expertise.

Essentially, analyst Skills are productizing these resources.

In the past, the influence of star analysts was mainly output through research reports, roadshows, and conference calls;

In the Skill model, their research frameworks, industry knowledge, and analytical logic are encapsulated as reusable, callable digital capabilities, enabling 24/7 online service.

In a sense, brokers are transforming researchers from content producers to capability providers.

For the research business, this also implies new commercialization possibilities.

For a long time, the core assets of broker research institutes have not been single research reports, but the industry insights and methodologies accumulated by analysts. As the Skill form matures, these abilities, which previously relied on manual delivery, are now being converted into standardized digital products.

However, multiple institutions also emphasize that, at present, analyst Skills are more positioned as research assistance tools. Due to the continued existence of hallucinations and randomness in large models, their output results are difficult to fully replace the judgment of professional researchers.

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