At the AI Investment Summit held in Beijing on September 16, themed "Certainty Opportunities in the AI Infrastructure Era" and hosted by Sina Finance, CEO Deng Qingxu delivered a keynote address. He noted that artificial intelligence is advancing at a rapid pace, with large models, computing chips, and intelligent computing centers continuously resetting benchmarks while global capital expenditure on AI surges.
"However, as a financial media platform with long-term market observation experience, we have also keenly sensed shifts in industry sentiment," Deng said. In the early stages of AI development, he explained, people were more willing to pay for concepts and imagination. But today, both secondary market investors and entrepreneurs on the front lines have begun to harbor deeper concerns: Can massive capital expenditure translate into real orders? Can computing power, large models, and industrial applications truly form a closed commercial loop? And what is the actual pace of commercialization delivery?
In other words, after a wave of enthusiasm, the industry is now craving one thing above all: certainty. Deng believes that AI infrastructure, as the core foundation of a new round of industrial revolution, is by no means a fad lasting just a quarter or two, but rather a long-distance race. He stated that the summit's theme, "Certainty Opportunities in the AI Infrastructure Era," is designed to examine, from multiple perspectives, which changes are short-term and which trends may genuinely shape the next three to five years or even longer in this fast-evolving landscape of technological iteration and industrial restructuring.
Deng also highlighted that Sina Finance, as a platform connecting capital and the real economy, is itself diving into the fray by using AI to reshape how financial information is produced and consumed. He introduced the "Zhima Kaimen Intelligent Service Platform," featuring the "Zhima AI" Q&A assistant for investors and a full-chain intelligent research platform. The company is deepening its focus on the financial investment vertical, building a professional corpus covering mainstream large models, and self-developing a finance-specific large model that pursues the "lowest possible hallucination rate," delivering efficient and precise full-process AI research services and intelligent analysis toolkits for investors at all levels.
"We have always insisted that the financial sector cannot tolerate AI hallucinations. Relying on an authoritative and traceable data foundation, we aim to build Zhima AI into the investors' 'second brain,'" he said. In closing, Deng emphasized that what Sina Finance most wants to do, and has always been doing, is to build bridges of communication. He expressed hope that in the AI era, the platform can remain sufficiently open, bringing together diverse information and perspectives to create opportunities for exchange.