峰會(huì)現(xiàn)場(chǎng)，嘉賓介紹互聯(lián)網(wǎng)新動(dòng)態(tài)。
從掃地機(jī)器人，到橫掃多名圍棋高手的AlphaGo，當(dāng)前，以人工智能為代表的大數(shù)據(jù)智能化，成為最吸引眼球的產(chǎn)業(yè)領(lǐng)域。對(duì)此，資本投資機(jī)構(gòu)如何看待？
1月18日，在2018重慶產(chǎn)業(yè)互聯(lián)網(wǎng)高峰會(huì)“智能+創(chuàng)業(yè)投資”主題對(duì)話會(huì)上，國(guó)內(nèi)多名投資機(jī)構(gòu)負(fù)責(zé)人進(jìn)行了分享。
投資智能產(chǎn)業(yè)要找準(zhǔn)方向
“智能制造概念正在‘風(fēng)口’上，幾乎所有東西都可以與智能化相結(jié)合。”翊翎資本合伙人范維肖表示，推動(dòng)人工智能等智能化應(yīng)用將是經(jīng)濟(jì)發(fā)展趨勢(shì)。
"The concept of intelligent manufacturing is in the air, and almost everything can be combined with intelligence." Fan weixiao, a partner at yiling capital, said that intelligent applications such as artificial intelligence would be an economic development trend.
不過(guò)，作為投資人，他建議業(yè)界須保持冷靜，做好方向性的選擇。
范維肖解釋稱(chēng)，智能制造發(fā)展方向是圍繞數(shù)字化、網(wǎng)絡(luò)化、智能化進(jìn)行拓展，特別是無(wú)人機(jī)、無(wú)人駕駛等“無(wú)人經(jīng)濟(jì)”走熱，又將產(chǎn)生多個(gè)萬(wàn)億級(jí)產(chǎn)業(yè)。但是，要具體到某一個(gè)細(xì)分領(lǐng)域，市場(chǎng)空間卻并沒(méi)有想象中那么大。比如，機(jī)器人分為工業(yè)機(jī)器人、服務(wù)機(jī)器人兩類(lèi)。服務(wù)機(jī)器人又可以細(xì)分為學(xué)習(xí)機(jī)器人、家庭機(jī)器人等。因此，要找準(zhǔn)產(chǎn)業(yè)具體投資點(diǎn)，尤其需要投資人“擦亮眼睛”。
Fan Weixiao explains, intelligent manufacture development direction is around digital, networked, intelligent expand, especially unmanned aircraft, unmanned "economy" hot, and will produce multiple trillion-dollar industry. However, to be specific to a specific area, the market space is not as big as the imagination. For example, robots are divided into industrial robots and service robots. Service robot can be divided into learning robot, family robot and so on. Therefore, it is necessary to look for specific investment points of the industry, especially for investors to "shine their eyes".
資本投資智能領(lǐng)域要搶抓時(shí)機(jī)
“人工智能爆發(fā)的時(shí)間點(diǎn)已經(jīng)到來(lái)！”對(duì)話會(huì)上，北京第一創(chuàng)客企業(yè)管理有限公司首席執(zhí)行官馬寧表示，早在上世紀(jì)50年代就有了人工智能這一概念。隨著當(dāng)前數(shù)據(jù)演進(jìn)、要素算法的加速推進(jìn)，人工智能技術(shù)正呈現(xiàn)“爆發(fā)式”增長(zhǎng)。
not as big as the imagination. For example, robots are divided into industrial robots and service robots. Service robot can be divided into learning robot, family robot and so on. Therefore, it is necessary to look for specific investment points of the industry, especially for investors to "shine their eyes".
曾主導(dǎo)投資房多多、土豆網(wǎng)等多家企業(yè)而業(yè)界聞名的摯金資本創(chuàng)始人楊溢認(rèn)為，在投資界，投資人一直倡導(dǎo)“賽道、選手、時(shí)機(jī)”等3個(gè)概念。
她表示，在人工智能的“賽道”上，摯金資本研究了很多細(xì)分領(lǐng)域，包括語(yǔ)音識(shí)別、人臉識(shí)別等，并將會(huì)在這些領(lǐng)域內(nèi)選擇合適的創(chuàng)業(yè)公司作為“選手”進(jìn)行投資。
not as big as the imagination. For example, robots are divided into industrial robots and service robots. Service robot can be divided into learning robot, family robot and so on. Therefore, it is necessary to look for specific investment points of the industry, especially for investors to "shine their eyes".
“在選手的選擇上，最重要的是抓住時(shí)機(jī)。”楊溢表示，投資和創(chuàng)業(yè)一樣，都有“保質(zhì)期”，一旦過(guò)期，再介入就落伍了。當(dāng)前，或是適合資本進(jìn)入智能制造領(lǐng)域?yàn)閿?shù)不多的機(jī)會(huì)。
智能制造升級(jí)期待資本助力
“大數(shù)據(jù)智能化雖然前景看好，但它的再造升級(jí)仍需要資本加以推動(dòng)完成。”對(duì)話會(huì)上，從事大數(shù)據(jù)項(xiàng)目開(kāi)發(fā)的狗尾草智能科技副總裁唐繁，八爪魚(yú)大數(shù)據(jù)聯(lián)合創(chuàng)始人潘銀，都提出類(lèi)似觀點(diǎn)。
not as big as the imagination. For example, robots are divided into industrial robots and service robots. Service robot can be divided into learning robot, family robot and so on. Therefore, it is necessary to look for specific investment points of the industry, especially for investors to "shine their eyes".
他們認(rèn)為，金融資本一向是支撐科技研發(fā)的重要力量。當(dāng)前，國(guó)內(nèi)資本市場(chǎng)服務(wù)創(chuàng)新創(chuàng)業(yè)的能力，還有較大提高空間，企業(yè)方與投資方需攜手發(fā)揮金融支持科技發(fā)展的積極作用，找到適宜科技創(chuàng)新企業(yè)發(fā)展的金融服務(wù)方式。
市經(jīng)信委表示，去年11月，工信部、科技部等16個(gè)國(guó)家部委聯(lián)合發(fā)布《意見(jiàn)》稱(chēng)，將激勵(lì)民間投資在企業(yè)轉(zhuǎn)型升級(jí)提質(zhì)增效、培育壯大新動(dòng)能等領(lǐng)域發(fā)揮作用。今后，隨著資本市場(chǎng)對(duì)智能產(chǎn)業(yè)投資逐步擴(kuò)大，培育智能制造產(chǎn)業(yè)鏈、供應(yīng)鏈、制造鏈進(jìn)程加快，全市智能制造產(chǎn)業(yè)亦將加速集聚。
not as big as the imagination. For example, robots are divided into industrial robots and service robots. Service robot can be divided into learning robot, family robot and so on. Therefore, it is necessary to look for specific investment points of the industry, especially for investors to "shine their eyes".
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