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《中国企业家》2025影响力企业家年会,心言集团任永亮聚焦机器人产业的“情感价值”新机遇
Sou Hu Cai Jing· 2025-12-19 02:01
2025年12月6-7日,由《中国企业家》杂志社主办的2025(第二十三届)影响力企业家年会在北京隆重召开,心言集团(测 测)创始人兼CEO任永亮受邀出席"高峰对话:机器人生产力"环节,与松禾资本、梅卡曼德、逐际动力等行业领军企业代 表同台,围绕具身智能技术发展、商业化落地瓶颈、通用与专用机器人关系等核心议题深度交流。任永亮结合心言集团 (测测)在AI情感陪伴领域的多年实践,分享了对于机器人发展的独特见解与前瞻布局。 作为AI情感陪伴领域的先行者,心言集团自2011年成立以来,始终聚焦"以科技服务心灵"的核心使命,通过测测App为超 过5500万用户提供"AI+人工"相结合的在线泛心理服务。依托测测App十余年来积累的场景与数据优势,集团于2019年开启 AI探索,2024年5月自研的"心元大模型"通过国家网信办备案,成为国内情感疏导与陪伴领域获批垂类大模型;2024年 底,在"心元大模型"的基础上,集团投入具身智能的研发,为机器人在情感陪伴赛道的爆发积累了势能。 在谈及"机器人生产力的核心价值"时,任永亮突破"以机器人替代人"的传统认知,提出了极具行业启发的观点:"几十年前 我们讲'科学技术是第一生产力', ...
受益全球资本再平衡 中国资产重估正当时
Group 1: Market Overview - The global capital rebalancing trend is shifting from US stocks to non-US markets, creating a significant window for value reassessment in A-shares and Hong Kong stocks [1][4] - As of July 15, 2023, Korean investors have traded over $5.4 billion in Chinese mainland and Hong Kong stocks, making China the second-largest overseas investment destination for them, following the US [4][5] Group 2: Investment Strategy - The investment strategy of Fidelity Fund, led by Zhang Xiaomu, focuses on growth stocks, particularly in sectors benefiting from global capital rebalancing and China's economic transformation [1][2] - Zhang Xiaomu's internal assessment in August 2022 deemed A-shares as "gold mines," leading to a strategic shift from value stocks to growth stocks in the Fidelity fund portfolio [2][3] Group 3: Performance Metrics - Fidelity Fund's equity products achieved a return of 12.24% in the first half of 2023, ranking first among foreign public funds and within the top 10 in the overall market [1][2] Group 4: Sector Focus - Zhang Xiaomu emphasizes the "one super three strong" investment direction, identifying artificial intelligence as the super track, alongside aerospace, low-altitude economy, and innovative consumption as key sectors [1][7] - The current valuation of the Hong Kong market, with a price-to-earnings ratio just above 10, presents a significant advantage compared to other major markets, indicating a favorable investment environment [6] Group 5: Future Outlook - The market is expected to maintain a growth-oriented trend, with a focus on sectors that align with China's economic transformation and innovation [7][8] - The "engineer dividend" and "scientist dividend" are anticipated to drive China's global competitiveness, presenting investment opportunities in innovative sectors [8]