3月26日，在亚洲青年领袖论坛金融与投资主题论坛平行对话中，中科科创CEO谢勇发表了自己的观点。
摘录如下：
谈全球产业链、供应链经历了不同程度调整的大环境之下，金融投资行业面临最大的机遇和挑战
挑战分外部和内部。外部，大家很清楚，中美的竞争甚至对抗导致的科技脱钩、产业的断裂，这个对我们选择赛道、选择投资标的、选择企业家、团队都提出了挑战。内部来说，我们国家全面实现了IPO注册制，普遍认为好像上市更容易了，上市标准实际上更加高质量，要求我们要去精心挑选未来可以进入证券化、资本化的项目。机遇也是针对挑战而言的，怎么解决卡脖子的问题、解决产业链补链强链的问题，也就是刚才世默董提到的新经济硬科技的投资时代已经来到，这是我们的观点。
谈中科科创投资的投资战略是深耕大湾区热土，做“果农型”投资
我们中科科创定位是大湾区科创”果农型”精品创投，是从三个层面考虑的。
第一个是战略定位。任何机构都有自己的能力圈和资源禀赋，如何去和战略目标平衡？我们不像眭总背靠世界500强大集团做产业链主制的投资做得非常成功。我们中科科创扎根大湾区，今年是第14个年头了，我们在大湾区精耕细作，做科创果农，这是我们首要战略的考虑。
第二个是市场需要。前面有嘉宾提到，中国已经从上一波创投的主流，即消费互联网，进入到解决卡脖子问题、强链补链的硬科技。不管是卡脖子还是强链补链，都需要时间的沉淀、技术的沉淀和人才队伍的沉淀，这时候就需要创投机构沉下心、俯下身、扎下根，真正和拜技主义团队一起打造唯一的科创精品企业。我和很多投资的创始人交流，大家都觉得非常需要。
最后是我们14年以来在大湾区做创业投资、科创投资实践的总结。不管是投资人还是科研团队，大湾区，包括我们现在身处的广州南沙，确实是创新创业、创投创富的沃土。我们自己的实践也能印证。我们14年投了130多个项目，上市41家，向投资者返还了123亿真金白银的回报。只要你扎下根来精耕细作，你就等待时间给你带来的回报。
这就是我们三个方面的考虑。
谈ChatGPT在未来是否会在一定程度上取代投资人的决策
这是一个很专业也宏大的问题，涉及到在座每个人的饭碗。分层次，现在人工智能在二级市场的量化投资已经大行其道了，大家看到国际上像桥水，国内这两年风生水起的二级市场量化投资，确实就是靠模型，靠算力，靠交易速度来获利。在我们一级市场我认为至少我个人，我的标杆是巴菲特，争取干到90岁以上。刚才有位嘉宾说，投资可以防老年痴呆，人类的智慧有它的特点，机器有它的优势，人类还有人与人心的交流，有一种相互的尊重，这是机器做不到的，这是我们人类的优势。
Xie Yong discusses opportunities and challenges for financial sector amid reshuffle of global industry and supply chains
On 26 March, Xie Yong, CEO of China Science and Technology Innovation Venture Capital Management, shared his thoughts at the Finance and Investment Forum of the Asia Youth Leaders Forum. Following is an excerpt from his speech.
Question: The global economy has gone through significant changes. Particularly, after the COVID pandemic, the global industry chain and supply chain are experiencing shuffles of different degrees. Against this backdrop, what are the biggest opportunities and challenges facing the financial and investment sector?
I'd say there are internal and external challenges. You may be aware of the external challenges: technological decoupling and severance of industries as a result of China-US competition or even confrontation. This has posed a question for us when choosing the sectors, targets, entrepreneurs, and teams to invest. As for internal challenges, China has rolled out the registration-based IPO system. The general belief is that listing is getting easier. However, the thresholds have become higher. This also requires us to identify carefully the projects with prospects of securitization and capitalization. As for opportunities, they are not separated from the challenges. How to address the throat-gripping problems? How to address the problem of strengthening and extending industry chains? I recall what Eric just said: the new economic era of hard technology investment is here. This is our view.
Question: Your investment strategy is focusing on the Greater Bay Area and investing like a "fruit farmer". Please expound on this.
We see ourselves as a fruit farmer investing in tech start-ups in the Greater Bay Area. This comes from three aspects of thinking.
The first is strategic positioning. Every organization has its own abilities and resources and need to balance them with its strategic goals. We are not like Ms. Xu, who has a Fortune 500 company behind her, able to succeed in a "chain-leader" model of investment. We have been in the Greater Bay Area for 14 years. We have been "farming", in this region, scientific and tech start-ups specifically. This is our strategic consideration.
The second is market demands. Like the speakers before me mentioned, VCs in China have shifted their attention from consumer internet to hard tech that addresses the throat-gripping problems and strengthens and extends the industry chains. The tackling of both questions requires time, technologies, and talents. This is why VCs need to calm down and get down to earth and really work with tech-worshiping start-ups to help them become the "only one" in their fields. I have talked with many founders I invest in, and they all think this is very necessary.
The last is what our 14 years of VC investment in the Greater Bay Area, especially in science and technology, has taught us. Be it investors or scientific and tech start-ups, the Greater Bay Area, including where we are right now – Nansha – is indeed a fertile land for innovation, entrepreneurship, VC investment, and wealth creation. From our experience, for the past 14 years, we have invested in 130 projects, among which 41 companies have gone public, generating 12.3 billion yuan of return for investors. As long as you farm and grow diligently, you will just have to wait for the returns.
These are the three aspects that we consider.
Question: In the future, will ChatGPT replace investors to a certain extent in decision-making?
This is a very professional and big question. It concerns the livelihood of every one of us here. It is multi-pronged. In quantitative investment in the secondary market, AI has already prevailed. Bridge Water is an example from abroad. In China, the recently booming quantitative investment in the secondary market relies indeed on algorithms, computing power, and transaction speed for profits. On the primary market, though, as far as I am concerned, my role model is Buffett. I will try not to retire before 90 years old. Earlier a speaker said investment is good against dementia. Human wisdoms have their traits, and machines have their strengths. But between us humans, there is also heart-to-heart communication and mutual respect, which machines cannot replicate. This is our advantages as humans. Thank you.
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