NEWS/INSIGHTS

Fact and Data-Driven Thought Leadership

Vol.22 来自硅谷一线的 AI 行业观察与展望 置身其中

2026 年 2 月 7 日,AlphaClub 举办了新年以来的第五期分享。圣狮第三期学员、Genilink Capital 至临资本合伙人 一丁从美国加州连线,分享了来自硅谷一线的 AI 行业观察与未来展望。经一丁同意,我们将本期分享内容开放出来,供大家交流学习,enjoy! 视频回放与 PPT 也发布在圣狮微信公众号:圣狮投研院。AlphaClub是由圣狮投资研习院孵化,《圣狮应用价值投资课》的同学们自发组建、独立运营的学习与实践社群,仅面向圣狮学员及特别受邀成员。旨在通持续深入的研究和高质量分享,帮助每一位参与者在真实的投资实践中不断进步。感谢大家对圣狮的关注与支持,对我们的其他内容感兴趣(例如视频播客)的同学也可以加入公开课群收取最新信息。00:28 嘉宾介绍01:03 AI 是历史级的机会03:06 2025年围绕 AI 的资本市场进展04:52 过去两年里 AI 技术领域的进展 – 加速演进,超摩尔定律06:19 2026 年投资趋势与关键赛道洞察26:21 评估 AI 领域的项目标准发生了很大变化33:50 投资 AI 时一些重要的值得持续思考的问题40:44 问答讨论 Q&A
  1. Vol.22 来自硅谷一线的 AI 行业观察与展望
  2. Vol.21 AI 辅助投资研究的实践经验:收敛视角、从问题出发、持续迭代思考
  3. Vol.20 瑞幸咖啡案例讨论(下)
  4. Vol.19 瑞幸咖啡案例讨论(上)
  5. Vol.18 解析青年巴菲特 Part 2:对中国投资的启示
  6. Vol.17 解析青年巴菲特 Part 1:蜕变历程与投资智慧
  7. Vol.16 圣狮人大讲座:价值投资范式的三重演进 & 在中国的“思”与“行”

NEWS

LIONS develops Advanced Value Investing Education Program in China

In early 2023, the LIONS team embarked on a mission to build a practitioner-focused value investing education program in China, modeled after the renowned program at our alma mater, Columbia Business School. On September 23, 2023, after half a year of incubation, LIONS Academy launched its inaugural “Applied Value Investing” (AVI) class in Beijing. The…

LIONS Summer Internship Program

Job Type: Equity Research Intern Location: Chaoyang Beijing, China Duration: 2 months (Summer) Job Description: We are seeking several talented and motivated Equity Research Interns to join our team in Beijing. The successful candidate will have the opportunity to work with experienced portfolio managers and entrepreneurs from Columbia Business School, gaining exposure to equity research…

LIONS raises first fund

LIONS ASSOCIATES successfully raised its first fund in 2022 and has generated respectable returns to date, capturing the bounce back in Chinese and China-related stocks in the past half a year.

INSIGHTS

Timeless Reflection from Seth Klarman Interview

This is a guest article for Capital Allocators’ China Chapter, written by LIONS ASSOCIATES Many well-known investors have been hailed as the “next Buffett,” and among them is a low-profile veteran who has achieved a 20% annualized return over a career spanning more than 40 years – Seth Klarman, the CEO and fund manager of…