兩周前,，在科羅拉多州阿斯彭市舉辦的《財(cái)富》科技頭腦風(fēng)暴大會(huì)上，以中國(guó)和創(chuàng)新為主題的分論壇上已達(dá)成共識(shí),。阿里巴巴和騰訊等中國(guó)公司將成為海外市場(chǎng)上難纏的對(duì)手,，因?yàn)樵谝?guī)模巨大又增長(zhǎng)迅速的中國(guó)市場(chǎng)上競(jìng)爭(zhēng)多年后，其產(chǎn)品已打磨得十分成熟,。

啟明創(chuàng)投創(chuàng)始合伙人蓋里·瑞斯徹和中國(guó)打了20年交道,，他說(shuō)：“現(xiàn)在忽視中國(guó)只會(huì)自食其果。如果全球各地都有中國(guó)的創(chuàng)新會(huì)怎樣,？如果美國(guó)企業(yè)應(yīng)對(duì)不力,，會(huì)陷入困境?！?

風(fēng)投資本家,、創(chuàng)投公司安德森·霍洛維茨普通合伙人陳梅陵指出，在快速增長(zhǎng)的新興市場(chǎng),，如果西方科技公司不了解中國(guó)企業(yè)的運(yùn)營(yíng)方式,，很有可能落敗?！把芯恐袊?guó)很重要,，這不光是因?yàn)橹袊?guó)公司可能會(huì)打入美國(guó)市場(chǎng)給你一棒。風(fēng)險(xiǎn)在于美國(guó)公司可能失去東南亞,，還可能失去非洲市場(chǎng),。”

陳梅陵認(rèn)為,，對(duì)于京東,、阿里巴巴和騰訊等中國(guó)科技巨頭的成功，以及商業(yè)模式的不同之處,，美國(guó)投資者和公司已經(jīng)了解一些,。

她說(shuō)：“了解程度提升明顯，但美國(guó)方面對(duì)中國(guó)巨頭的理解談不上深入,。”

復(fù)星銳正資本董事總經(jīng)理王穎指出,，在騰訊微信之類超級(jí)app上,，消費(fèi)者幾乎可以做任何事，比如買(mǎi)火車(chē)票,、點(diǎn)餐和叫車(chē),，這就是中國(guó)科技創(chuàng)新者區(qū)別于美國(guó)同行的一個(gè)例子。美國(guó)創(chuàng)新者更注重產(chǎn)品和技術(shù),，希望把一兩件事做到完美,，中國(guó)公司則“更激進(jìn)，以用戶為中心”。他們總是想提供新服務(wù),，還在問(wèn)用戶“還能為您做些什么,？”

正因中國(guó)科技公司追求更多服務(wù)，所以發(fā)展迅速,。DCM創(chuàng)投聯(lián)合創(chuàng)始人趙克仁說(shuō)：“中國(guó)在移動(dòng)支付方面至少領(lǐng)先3-4年,。”舉例來(lái)說(shuō),，由于微信支付生態(tài)發(fā)達(dá),，其他創(chuàng)業(yè)者可以在其平臺(tái)上開(kāi)展業(yè)務(wù)，“催生了一種新型經(jīng)濟(jì)”,。

陳梅陵認(rèn)為,，人工智能等領(lǐng)域頂尖人才的爭(zhēng)奪已然開(kāi)始，隨著中國(guó)科技公司財(cái)力壯大,，爭(zhēng)奪戰(zhàn)只會(huì)愈演愈烈,。如果美國(guó)移民政策讓一流的中國(guó)留學(xué)生難以留下，甚至難以去美國(guó)的大學(xué)深造,，情況只會(huì)更糟,。

她說(shuō)：“中國(guó)的市場(chǎng)機(jī)會(huì)太大，科技巨頭開(kāi)出的薪酬跟谷歌都差不多了,?！保ㄘ?cái)富中文網(wǎng)）

譯者：Charlie

審校：夏林

That was the consensus during a session about China and innovation on two weeks ago at Fortune’s Brainstorm Tech conference in Aspen, Colo. With consumer products sharpened by years of competition in their massive, fast-growing home market, Chinese companies such as Alibaba and Tencent will make for tough rivals abroad.

“You only ignore China now at your peril,” said Gary Rieschel, founding managing partner of Qiming Venture Partners, and an investor with two decades of experience in China. “What’s going to happen when China innovation goes around the world? U.S. firms are going to struggle with that if they don’t have a good handle on it.”

Venture capitalist Connie Chan, a general partner at Andreessen Horowitz, said that Western tech companies risked losing out to Chinese companies in fast-growing emerging markets if they fail to understand how they operate. “The importance of studying China is not just that a Chinese company might come to the U.S. and beat you head-on,” says Chan. “The danger is that you might lose Southeast Asia, you might lose Africa.”

Chan said that there is still some knowledge among U.S. investors and companies about how successful Chinese web giants such as JD.com, Alibaba, and Tencent operate, as well as how their business models differ.

“Awareness has definitely improved,” said Chan. “But true understanding of what these companies do is still lacking.”

Ying Wang, a managing director at VC firm Fosun RZ Capital, pointed to a super app, like Tencent’s WeChat, on which consumers can do everything from buying train tickets to ordering food to hailing a ride, as an example of how Chinese tech innovators differ from their U.S. counterparts. Whereas U.S. entrepreneurs are more product and tech focused, and want to do one or two things perfectly, Chinese companies are “more aggressive and user-centric,” said Wang. They’re constantly looking to add new services and asking, “What else can I do for you?”

That drive to do more has driven big technological advances. “China is at least three or four years ahead on mobile payments,” said David Chao, co-founder of DCM Ventures. The payment ecosystem on WeChat, for instance, is allowing other entrepreneurs to build businesses on the platform, and “that’s igniting a whole new economy.”

There is already a war for the best talent in fields such as A.I, and it will only escalate with the growing financial heft of Chinese tech companies, said Chan. That will be especially true if U.S. immigration policy makes it hard for the best students from China to stay in America, or to come over to study at U.S. universities in the first place.

“The market opportunity in China is so large, these companies can go toe-to-toe on salary with Google,” said Chan.