在下午的科技产业投资专场中，圆桌对话《穿越周期的早期投资：从"赛道思维"到"认知红利"》探讨了 在共识廉价、市场极度内卷的当下，投资人如何穿越周期，从"赛道思维"转向"认知红利"。 英诺天使基金合伙人、北京前沿国际人工智能研究院理事长王晟作为嘉宾主持人，对话红杉中国合伙人 张涵、元禾原点合伙人乐金鑫、峰瑞资本合伙人马睿、心资本合伙人吴炳见等多位嘉宾。 面对AI、具身智能等赛道的迅速拥挤，嘉宾们指出，单纯赌赛道的时代已经结束，真正的决胜点在于 对人、对周期以及对非共识的深刻理解。 在"红海"共识中寻找认知的非共识。 2025年12月3日，「甲子光年」在北京万达文华酒店圆满举办"轰然成势，万象归一"2025甲子引力年终 盛典。 红杉中国合伙人张涵 乐金鑫：我是来自元禾原点的乐金鑫，元禾大本营是在苏州，既不靠北也不靠南。元禾原点一直是元禾 旗下早期的投资平台，到今年也12年的时间了。 从红杉中国的全链条布局，到峰瑞资本的内容影响力构建，再到新兴机构的个人IP打造，投资人们正在 通过不同的方式建立自己的"认知模型"和项目雷达。 大家普遍认为，保持"手感"、建立正向反馈循环以及在行业低谷期的坚持，是"捕捉下一个珍珠"的 ...

Core Insights - The forum emphasizes the need for a shift in family education from a "race" mentality to a "field" approach, advocating for systemic changes through collaboration among families, schools, and society [1][3] - The importance of maintaining the core value of moral education and the humanistic aspect of education amidst technological changes and diverse challenges is highlighted [1][3] Group 1: Family Education Perspectives - Family education is evolving from a personal matter to a national concern, indicating its significance in the broader context of society [1][3] - Parents are encouraged to move away from excessive anxiety and to embrace a more composed and wise approach to education [1][3] - The role of parents as role models in scientific parenting is emphasized, with a focus on moral education as the essence of family education [3] Group 2: Educational System and Social Responsibility - The need for a more diverse evaluation system in schools is stressed, along with the implementation of a holistic approach to education that includes moral, intellectual, physical, aesthetic, and labor education [1][3] - There is a call for society to create an environment that allows children to explore freely and discover themselves [1][3] - The impact of excessive competition and digital product proliferation on youth mental health is addressed, with suggestions for creating supportive environments for children [3] Group 3: Future-Oriented Education - The shift from "race thinking" to "field thinking" is seen as crucial for nurturing each child's uniqueness and autonomy, preparing them for future challenges [3] - In the age of AI, fostering an open exploratory spirit in parents and enhancing children's humanistic qualities and independent thinking skills are deemed increasingly important [3]