文 | 融中财经

“huikaidaoyiban，faxianzhangyimingzuosimule。”

zheidagaishizuotiandabangetouziquandagongrendezhuangtai。

2024nianniandi，touziquanzuizhongbangdexinwenlaile：zijietiaodonglianhechuangshirenzhangyimingchuanglide“cool river venture hk limited”，zhengshinaxiaxianggang9haopai，jizichanguanlipaizhao，huobanpaizhaohou，gongsikezaixianggangkaizhanziguanfuwuyewu。

duici，jingjixuejiasongqinghuijiedudao：zhangyimingnaxiaxianggang9haopaizhao，yiweizheqichuanglidecool river venturekezaixianggangdiqukaizhanzichanguanlifuwuyewu，tongshihaikeyitongguozheiyipingtaijinyibutuozhanyewu，bingzaiquanqiujinrongshichangzhongjinxingzhanlvebuju，tuxianchuqizaijinronglingyude“yexinbobo”。

yiweizishentouzirengengshixingrongzhangyimingzaijinrongjieyou“diwangyexin”。

congmuqiandeqingkuanglaikan，dabufenyeneirenshicaicezhangyimingdejijinhuijinxingkejixingyedezaoqitouzi，zheiyefuhezheiliangnianzhangyimingduiyuzijietiaodong“quanmingyongbaoagi”deyewucelve。

naxia9haopaizhaodezhangyiming，yaoruhejinjuntouziquanni？

进军私募

“zhangyimingyaozuosimule！”

2024niandoukuaijieshule，simujieyinglaiyigezhongbangdalao。

juduojiameitixiaoxi，zijietiaodonglianhechuangshirenzhangyimingchuanglide“cool river venture hk limited”，zhengshinaxiaxianggang9haopai。

genjuxianggangzhengjianhuiwangzhandegonggao，cool river venture hk limitedgongsizai2024nian11yuehuodelehuodexianggangzhengjianhuibanfade9haopai，jizichanguanlipaizhao，huobanpaizhaohou，gongsikezaixianggangkaizhanziguanfuwuyewu。

genjuxianggangchacezhongxindexinxi，cool river ventureyu2023nian5yue22richengli，xingzhiweisirengufenyouxiangongsi，zhangyimingshiweiyidongshi，weiyigudongweigalaxy llc，gudongzhucediweiyukaimanqundao。

zijietiaodonghaimeiyougongkaihuiying，buguoyijingyoumeitibaodaochengcool river ventureleisiyusimuguquanjijin。ciqianyouxiaoxirenshitoulu，gaijijindezhuyaotouzifangxiangshikejixiangguanxingye。

xiaoxiyichutouziquanpengyoumenxianzhale，youtaolunzhangyimingyaotoushenmede，“dagailvshiai，bijingzheishizuirehuati，yehezijietiaodongweilaideyewuzoushixixixiangguan，zhucedizhizaixianggangyeyoukenenghuishejiyixiequkuailianjishu。”yiweijishutouzirenzheiyangfenxidao。

zhengchouzhemingnianbiyewangnalitoujianlidejinrongyingjieshengmenfenfenzaixiaohongshuzhuiwen“jiuyigewenti，zhaorenma”。

zheigexiaoxisihushiyiliaozhiwai，youfeichangdeqinglizhizhong。

sannianqianzhangyimingxierenzijietiaodongceo，zaidangshidequanyuanxinzhongtajiuyoutidao：“dajiagengrongyiguanzhushangyemoshidebianhuahepinpaiqudaodegengxin，henshaozhuyidaojishubiangeyijingzaiyunniangzhong”；“xunixianshi、shengmingkexue、kexuejisuanduirenleishenghuodeyingxiangdouyixianlimingzhishuguang，zheixiexuyaowomentupoyewudeguanxingqutansuo。tongshikejiduishehuideyingxiangyeyuelaiyueda，womenyaochixuxuexiqiyeruhegenghaodichengdanshehuizeren。”

danshizheichang“yingnianzaotui”dejieduanmeiyouchixutaijiu，2023nianbeichatgptjingyandaodezhangyimingjiubiaoshi，yaoyazhuai，tazaigongkaixinzhongxiedao“woyuanbenyiweikeyijiucigaobiegongzhongshiye，yigengjiaduoyuanhuaheqianzaidefangshiyingxiangzhongguodeshehuijiaoyu，dan2022nian11yue30rikejichuangyelingyufashenglemeitiquanhuokejiquanchuangtouquandouwufahulvede‘qidianshijian’——openaigongsitourushushiyimeijinyanfajiyugpt3.5moxingdechatgptjinrugongzhongshiye”。

taqiangdiaozijietiaodongwufacuoguoagi，yaoquanmianyongbaoagi。

erzheicizhangyiminghuodepaizhaodejijin，shijishangzai2023nianjiubeishanghaizhengquanbaobaodaoyijingchengli，judangshibaodaochenggaijijinxiangdangyuneididesimuguquanjijin，zhuyaoyongyutouzizaoqixiangmu。

youcikeyituice，cicishunlishenqingdaolepaizhaozhihou，zheizhijijinjiukeyikaizhantouzixingdong，zheiduiyukejixingyelaishuowuyishigehaoxiaoxi。

zaiyewushang，zijietiaodongyongbaoagizheigecelve，zhangyimingyebingbushishuoshuoeryi。

douyinsousuoappshangjiushangxianle“aisousuo”gongneng，erqiegenjudouyinyonghudeshiyongxiguan，zheigeaisousuohesousuoyinqingzuodetiyanganhaifeichangbutong。

jinruaisousuolanzhihou，douyindetuijianhuatibiru“dasixueshengchuguoruhekaoyan”yiji“haizipanniqizenmexiangchu”xiangbijiaoyuzuosousuoqijiadebaidutuichudewenxinyiyanshanghaiyedianwangtuijiande“shenhuawukonghuojiang、jieduxinzhengce”dengjiugengfuhedouyinyonghujiediqidediaoxing。ruguoshizhezaiaisousuozhongshuru“zaiweihaiguozhoumodelvyougonglve”douyinaihuizaichenlieyigewenzibangonglvezhihoucharuyigexiangguandeshipintuijian。

bujinjinshidouyin，zijietiaodongqixiadebangongruanjianfeishuyezaiwangaishangshijing。feishudemiaojiyijingzuoleyigeyuyinluyinhouzhuanwenzizhihouzidongtilianchengdaibanshixiangdegongneng，hedouyinyulehuadingweibutong，feishuzuoweiyigebangongruanjianzaiaidejiehezhonggengzaiwang“jushenzhinenghua”fangxiangfazhan。

“womenhuiyouheaixiantiaotongshidegongchuanghui，taolunchanpinheaizenmenenggenghaojiehe”yiweifeishuneiburenyuanzheiyangshuodao，“suoyiwoyehuijingchangwenwodepengyou，duiyubangongruanjianaihuayoushenmexuqiu”。

ciwai，jugongkaishujujiezhimuqianzijietiaodongfabudedoubaodamoxingrijuntokensshiyongliangchaoguo4wanyi，fabu7geyueyilaizengzhangchaoguo33bei；zijiedoubaoxinyidaishipinshengchengdamoxingjiangyumingnian1yuezhengshifabu。

大厂扎堆AI

dachangdeaihuabujubuzhishizijietiaodongyijia。

baidu，jiuzaigptchuquanhouzuixianfanyingguolai，shangxianlewenxinyiyan。baidunengkuaisufanyingdeyiyuciqianzhangjiudesousuoyinqingyewujileidedashuju，yedeyiyuqiduixingyeshenkelijiedeqianzhanxingbuju。jugongkaishuju，jinnian9yue，baiduwenkuaigongnengyuehuoyonghutupo5000wan，tongbizengzhangchao300%，disanjiduwenkudedingyueshourutongbizengzhang23%。

jinnian9yue，zaiwenxinyiyanappshangxianyizhouniandeshihouyezhengshigengmingweiwenxiaoyan，wenxiaoyanhebaidusousuoyebeidingyiweitanxianzhe”gen“zhuliqijian”deguanxi。wenxiaoyanshibaidutansuoaixinsousuode“tujidui”，zoudegengjijin，erbaiduzeshizhenggexinsousuozhenyingdelaodage。julilaishuo，weiraoyonghusousuo，baiduapplijijianrongchuantongsousuo，yeyouzijideaizhushoulaichengxianzijidedaan。wenxiaoyangengqiangdiaoaiyuanshengdetiyan ，bingqiesousuoxingtaidechengxiankenengshitubiao、yinle、tianqi、cantingtuijiandengdeng。

alideshangxiandeaisousuo“xinliuapp”chuletigongzhinengsousuo、zhishiwenda、fuzhuchuangzuodengnengliwai，haikeduiwenjian、wangyexinxijinxingkuaisujiexi，shengchengzhaiyao，fanyidayi。bangzhuyonghugenggaoxiaodidulunwen、ducaibao、dubaobiaodeng。

tengxunyituotengxunhunyuandamoxingzaijinqiyeshangxianle“ima”pingtai；jinnianfeichangchuquande“hongyijiaozhu”zhouhongyiyetuichule360aisousuo，bingqietuichu360aidahuiyuantixi，gongnengfugailetupian、xiezuo、wendang、shipindengduogechangjingdegongju。

hulianwangdachangchimiyuaishiyouyuanyinde。

zuizhongyaojiushiweilezhuazhujishuchuangxindejiyu，tuidongchanpingengxinhuandai，baochishichangjingzhengli。

aijishudefazhanshidegexinghuafuwuchengweikeneng，aichanpinnenggougenjuyonghudelishixingweihepianhao，zhudongtigongjianyi、tixingbinggexinghuazhixingrenwu，weiyonghudailaigaodugexinghuadetiyan。zheiyouzhuyutishengyonghuzhongchengduheqianyichengben，shixianchayihuadingjiahefuwuzengzhi。

aijishuzhengzaibiangegexinggeye，congshengchanligongjujiaoseshentoudaoxingyegehuanjie，tuidongxingyeshengtaidezhongsu。hulianwangdachangtongguobujuai，keyijiasuzheiyibiangeguocheng，tishengzishendeshengchanlihexiaolv。

tongshi，aijishudefazhanyilaiyudaliangdeshuju，erhulianwangdachangyongyouhailiangdeyonghushuju，zheiyesuanshi“jinshuiloutaixiandeyue”。

tongguobujuai，dachangkeyigenghaodiliyongshujuziyuan，shixianzhinengjueceheyewuyouhua。

AI投资人的“狂飙”

“xianzaibplibuzhanaibuhaoyisishuozijizaichuangye，touzirenbuliaoaiyebuhaoyisishuozijishitouzirenle。”

2024nian，aizaitouziquanliyijiushizheimeshouchong。

touzirenmenweilewajuehaodeaichuangshirenyeshixiangjingezhongbanfakuozhanpengyouquan，“wozhuanmenzuoleyigexiaohongshufawozijitouzirichang，laijiejiaoyixieyouxiangfadenianqingrenkankanyoumeiyouhezuojihui”yiweizaibeijinggongzuodeaitouzirenshuodao，“erqiewoyehuijingchangcanjiadingjianxueyuandehuodong，hexuexiaodeshishengjianliguanxi。”

ciqian，sulaixihaotouzi“xiaotiancai”yu“laobaby”dezhengejijinjiutuichule“00houhenrenjihua”，guanfangzhanghaofabuzhaomuwenan，“ershisuizuoyige‘henren’。”zaimiaoshulexiaohongshu、mihayou、midjourneyshiruhecongchuchuangtuanduibianchengxingyedujiaoshouzhihou，biaoshijigouyaonachu1yiyuanzhichi00houchuangyezhe。wenhoufushangshenqinglianjie，xuyaoshenqingrentigongzijideyuanxiaozhuanye、chuangyechanpin、tuandui、gousidengdeng。

shenzhiyoudetouzirenqinzijubanchuangyedahuilaiwajuehaodexiangmu。

yigetouzirenzaiwudaokoujubanleyige“zhuanqiandasai”lairanggengduoaichuangshirencanjia，“zheiyangwoyilaikeyigengshenrudilijiejishuhexueshugainian，erlaiyekeyizengjiawozaichuangshirenfangmianderenmaiyijiduixianzaishichangshangaixiangmudeshangyehuaqingkuangjiashenlejie。”

biqiqunianaixiangmudebiandi“kuangbiao”，jinnianaitouzirenmenyegengjiazhuzhongaixiangmudeshangyehuahechangjinghua。

“damoxingrongdaozideyouyibufen，danshichangjingshiaiyingyongdexiangmurongdaozidejiuhenshao。”yiweiaitouzirenzheiyangshuodao。zhuyaoyuanyinhaishizaiyingyongcengmiandexiangmumeiyoujiejueshijidetongdian，“xiangwozhidaozhongqingyouyigechuangshirenzuoleyigejixueshengpigaizuowendexiangmu，dangshijiuhenshoutouzirenderenke，youtouzirenzhuiqujichangdutade。haiyouyigebijiaoremendechangjingjiushiaipeizhen，haizibanyeshengbingdehua，aipeizhennengbangzhujiazhangxunsuzuoyixiezhenduan，bangzhujiazhangzuojiuzhenjuecedengdeng。zheixiequeshishijiejueleqieshidetongdiande。”yuzhixiangjiao，neixiezuoxinxichadebirubanyun、jiaoxue、aichuangyepeixun，huozhezaiyuanbenzijidexiangmushangtaoshangyixieaihuanlian、shengchengshineirongdeqiaozidexiangmurongdaoqiandekenengxingjiubijiaodi。

qici，touzirenduiyuaixiangmushangyehuadekaoliangyuelaiyueyange。

jiuyixianzaibulundachanghaishichuangyegongsidouzhengxianzhengqiangdeaisousuoyinqingshichanglaishuo。aisousuoyinqingdaodiyaozenmezhuanqian。

tocbiranshilujingzhiyi，yejiushisuoweidedingyuezhi，biruperplexityaijiutuichulemeigeyue20meiyuandedingyuejiage。erdingyuezhizhihou，yonghuduiyuchanpindeyaoqiujiuhuigengjiakeke，aisousuohennanbimiandecuowuxinxiwentijiuhuibeigengduorenzaiyi，bijingaiyinqingzaishimianshangyoudaba，yigeshoufeiwanquankeyihuanyigejixu“baipiao”。

judadeyanfatouruyeshitouzirenbudebukaolvdewenti，sucheng“shaoqian”。xuduoaiqiyezaijishuyanfashangtourujuda，danshangyehuibaoquexiangduijiaoshao，nanyizhaodaoheshideshangyehualujing。shichangduiaichanpindejieshouduhexuqiubingbumingque，yonghuquntiduiyutongguoshoufeifangshihuodeyingshoudeaichanpincunzaiyilv。

muqian，qiyejiaixiangmudetouzihuibaolvdiyupingjunzibenchengben，biaomingaixiangmudetouzihuibaolvbingweidadaoyuqi。jinguanaijishuqianjingguangkuo，danshijiyingyongxiaoguohedailaidechengbenbingbupipei，dazhongheyonghuduidaxingmoxingdereqingheqiwangkaishizhuanxiangduijutiyingyongxiaoguohechengbendeguanzhu。

dangran，aishangyehuahaiyouraobukaidelunli、falvwentiyoudaijiejueheguifan，tongshiaixitongdeanquanfanghunengliyeshishangyehuaguochengzhongxuyaozhongdianguanzhudewenti。

jinguanshangyehualujingrengxutansuo，airengshichuangyezhehetouzirenzuidadepianhao。

jinniansuizhe“xinzhishengchanli”gainiandetuichu，gedizhengfuyetuichuleguli、fuchirengongzhinengxiangguanqiyedezhengce。zaibenyue11ri-12rizaibeijingjuxingde zhongyangjingjigongzuohuiyijiutidaorengongzhinengyijingchengweichanyechuangxindeguanjianzhuashouheyinqingzhiyi。kaizhan“rengongzhineng+”xingdong，yiweizherengongzhinengjiangyugexinggeyeshenduronghe，tuidongchanyeshuzihuaxiangzhinenghuashengji，jiakuaixingchengyirengongzhinengweiyinqingdexinzhishengchanli。zheibujinyouzhuyutishengchanyexiaolv、jiangdichengben，hainengcuishengxindeyetaihemoshi，weijingjifazhanzhuruqiangdadongli。

jugongkaishujutongji，2024nianderengongzhinengtouzijizengzhi138yimeiyuan，shi2023nian23yimeiyuandeliubeiduo。kejian，touzirenduiaideweilaibaoyoufeichangjijidetaidu。

zheici，zhangyimingnaxia9haopaizhao，kenenghuianzhaoduoshurenyuqidezairengongzhinenglingyujinxingxiangmudeshaixuanhetouzi。buguo，buronghushideshi，9haopaizhaonengzuodeshiqinghaiyouhenduo。juxihuoban9haopaizhaohou，gongsijiangyouzigeweijingneiwaijigoutigonggupiao、jijin、zhaiquandengtouzizuheguanlifuwu。

naxia9haopaizhaoxianranzhishizhangyimingtouzirenshenfenyigequanxindekaishi。