2025年全球私人市场趋势报告（英）

Investment Rating - The report highlights a resilient venture capital (VC) landscape, particularly in sectors like artificial intelligence (AI), cybersecurity, and fintech, despite global challenges [3][83]. Core Insights - AI has emerged as a transformative force in the innovation economy, capturing a significant share of investment and accounting for one-third of all VC funding globally [92][157]. - Cybersecurity has become increasingly critical due to the rise of AI and digital vulnerabilities, leading to heightened demand and investment in the sector, particularly in Israel [29][157]. - Fintech is reshaping financial inclusion in emerging markets by providing digital payment solutions that bypass traditional banking systems, with notable examples being Brazil's Pix and India's UPI [51][144]. Summary by Sections Introduction - The report captures the pulse of global VC, focusing on the resilience of founders and investors amid challenges [3]. Cybersecurity - The global cybersecurity VC deal count reached 1,600 with investments totaling $24 billion, indicating strong interest despite a general downturn in other sectors [21]. - Israel is highlighted as a key hub for cybersecurity innovation, benefiting from a sophisticated ecosystem and strong investor interest [50]. AI - AI's share of global VC investment has spiked, with the US dominating the market, holding half of all AI-related deals [47][109]. - The shift towards application-layer AI solutions is notable in emerging markets, where startups focus on integrating AI into industry-specific applications [92][136]. Fintech - Fintech is driving a regional transformation, particularly in Latin America, where companies like Nubank are reshaping the financial landscape [67][140]. - The report emphasizes the role of digital payment platforms in enhancing financial inclusion for underbanked populations, with significant growth in mobile money transactions [24][51].