2026 is regarded by the industry as the “first year of financial intelligence”. A number of brokerage firms are actively connecting to the smart ecosystem of major Internet platforms, and the transformation of brokers' AI is moving from “self-development and internal use” to “ecological openness.” In just a few months, platforms such as Kimi, Tencent WorkBuddy, Ali Qianwen, and Volcano Engine have successively laid out financial tracks, and brokerage firms have become active supporters. Meanwhile, several listed brokerage firms revealed the latest developments in AI strategies in their 2026 semi-annual reports. From wealth management to investment and research, investment banking, and compliance risk control, AI is deeply embedded in brokers' core business processes, and an industry race around intelligent entities has already begun.

2026 is regarded by the industry as the “first year of financial intelligence”. A number of brokerage firms are actively connecting to the smart ecosystem of major Internet platforms, and the transformation of brokers' AI is moving from “self-development and internal use” to “ecological openness.” In just a few months, platforms such as Kimi, Tencent WorkBuddy, Ali Qianwen, and Volcano Engine have successively laid out financial tracks, and brokerage firms have become active supporters. Meanwhile, several listed brokerage firms revealed the latest developments in AI strategies in their 2026 semi-annual reports. From wealth management to investment and research, investment banking, and compliance risk control, AI is deeply embedded in brokers' core business processes, and an industry race around intelligent entities has already begun.