Zhongke Star Star: "New Infrastructure" Is The Biggest Investment Opportunity.

Recently, the construction of new infrastructure represented by 5G, artificial intelligence and industrial Internet has attracted much attention from the market. In the early stage, the investment star of the investment organization predicted its investment opportunities ahead of schedule, and has been investing in related fields for many years.

"Just like investment in the Internet and mobile Internet investment in the past few years, the new infrastructure may cause an investment boom in venture capital industry for more than five years. This is the biggest investment opportunity in the current environment. " In April 14th, Mi Lei, founder partner of Zhongke Creative Star, said in an interview with the twenty-first Century economic report.

In the process of promoting the new capital construction, the government will play a leading role, and the central enterprises such as mobile, Unicom, telecom, State Grid and bank will also take part in it. For the early VC organizations, it is still the core technology to invest.

Zhongke star always pays attention to the crossing of artificial intelligence and information industry from "electricity" to "light", and along the whole chain of information sensing, computing, transmission, storage and display, a large number of optical enterprises are arranged. Now, these enterprises are expected to usher in a growth bonus in the new infrastructure boom.

The new infrastructure will bring an upgraded version of the information superhighway.

Mi Lei believes that in the past few decades, China's railways, highways and other traditional infrastructures have been basically completed. It has promoted the efficient operation of the stream of people and logistics and the rapid development of the economy. Now, the input and output ratio of traditional infrastructure has not been as high as before, while the construction of new infrastructure is in a state of rapid growth, and there is huge room for development.

In fact, during the development of the United States, the United States has gone through three waves of large-scale infrastructure construction.

"China's current" new infrastructure "is equivalent to the upgraded version of the national information highway construction in the United States, which allowed information transmission to be larger and faster. Mi Lei said. All previous technological revolutions were driven by hard and technological infrastructure, such as steam driven railways, internal combustion engine driven roads, and optical fiber communication driven Internet. Once China's new infrastructure is in the lead, artificial intelligence applications based on 5G and the Internet of things will also be rolled out in large areas, which is the key point of the fourth technological revolution.

The new infrastructure includes 5G infrastructure, UHV, intercity tracks, charging piles, big data centers, artificial intelligence and industrial Internet. Mi Lei believes that seven areas are directed at upgrading and upgrading of energy, transportation and information. There are also superimposed places, especially for some industry sectors to bring positive development.

For example, for driverless cars, it may be necessary to use new energy charging piles, but also to use 5G base stations and artificial intelligence. At present, it is very difficult for unmanned vehicles to identify road information entirely by themselves. In the context of the new capital construction, when there are many sensors on the road, the driverless car can judge the location and accept the traffic signals through sensors, and the safety and reliability will be greatly improved.

Attention should be paid to the matching between construction and practical application.

At present, in the field of artificial intelligence infrastructure in the new infrastructure, Zhongke Creative Star has made an early layout, and has achieved certain results.

At present, the core problem of AI development is whether it can acquire large amounts of data. Data transmission requires a large number of sensors, which involves the laying of the infrastructure of the Internet of things. At the same time, mobile phones, cars and other artificial intelligence terminals, if you want to be more intelligent, relying solely on the power of the end is not enough. We need to rely on computing power on the cloud. At this time, we need to make use of 5G's low latency and ultra high speed performance to truly empower artificial intelligence to intelligent terminals, so as to improve the accuracy of AI.

"Therefore, 5G and the Internet of things are the infrastructure of AI, and the development of 5G transmission and Internet of things requires a large number of optoelectronic chips. In the past, many chips were dependent on imports. We have to do it ourselves to get the initiative. " Mi Lei said.

Based on this, Zhongke star has set up a pilot fund of 1 billion scale, focusing on investment in the development of AI chips and semiconductor Domain company. "We have invested in dozens of optoelectronic chips, many of which are growing up and applying technology to new infrastructure projects," he said. Mi Lei said.

For example, Zhongke star's investment in 2017, the core wing technology, recently won the new infrastructure projects involved in the Internet chip project. The photonic integrated chip made by odd core optoelectronics, which began investing in 2013, also provides customers with ZTE and other applications in new infrastructure projects.

"These companies will spend a lot of time on R & D products in the past few years, and this is just the beginning stage of sales. Benefiting from the new infrastructure, they have the opportunity to develop rapidly. In the next two or three years, if their sales reach more than two hundred million or three hundred million, they will have the opportunity to attack the science and technology board. " Mi Lei said.

At the same time, Mi Lei reminded us that although the new infrastructure is very hot now, we need to remain objective and calm in the investment process. In the new capital construction process, we must grasp the rhythm and attach importance to the matching of construction and practical application. If the rhythm is not sure, it is likely that there will be a lot of risk but not in the short term.

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