颠覆。改变成就更多机遇。
颠覆创新无处不在。从新兴科技到不断变化的贸易模式,我们的当下无时不被挑战。选择拥抱颠覆,便可抓住机遇。
“颠覆式创新”的定义
我们生活在一个颠覆性的时代。像人工智能 (AI) 这样的变革性新技术正在颠覆各类行业;气候变化正在撼动能源系统;地缘政治的改变迫使企业重新思考供应链体系;而人口结构的转变也正给医保体系施加压力。
颠覆的影响颇为深远。它们既带来了挑战,也创造了机遇。
正确的指引可以让颠覆变成一股向善的力量。人工智能或将显著提高生产力,能源系统或可变得更加可持续和清洁;新市场或可成为全球供应链中不可或缺的一部分;而医学上的突破可能会对医疗保健产生革命性影响。
面对这样的变化,经验、远见和敏捷的思维缺一不可。
迎着变化而上,应对当今挑战。以拥抱颠覆,来创造未来。
重新思考您的投资方式
「对投资者而言,专注颠覆式创新所带来的机遇尤其重要,这意味着质疑旧有的投资方式。」
安联投资全球股票投资总监 Virginie Maisonneuve
常见问题
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并非如此,颠覆在诸多不同领域都有发生,影响着商业活动的多个方面以及整个社会。我们看到三个关键领域出现了颠覆:
- 科技 —— 包括数字颠覆
- 能源 —— 例如超级充电清洁能源存储
- 碎片化 —— 地球村的地缘政治变化滋生出的新型投资路线图
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颠覆性革新改变了其所在的特定行业、在该领域中运营的企业、利用到这些革新的其他行业中的企业,以及更广泛的经济和社会。人工智能就是一个很好的例子。它是一项新的科技创新,此后便被许多不同的领域接受。 .
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这始于一种心态。投资者应对新想法持开放态度。颠覆性创新往往在意想不到的领域创造大量新机遇。拥抱颠覆代表重塑观点,并以开放的态度重新评估对未来的看法。以下方法有助提供一个框架以面对颠覆性创新:
- - 寻找潜在机遇,包括财务和「与结果相关」的潜在机遇。
- 保持敏捷思维以应对不断变化的市场状况
- 采取主题式投资
了解更多可投资主题
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