兩周前，在科羅拉多州阿斯彭市舉辦的《財富》科技頭腦風暴大會上，以中國和創新為主題的分論壇上已達成共識。阿里巴巴和騰訊等中國公司將成為海外市場上難纏的對手，因為在規模巨大又增長迅速的中國市場上競爭多年后，其產品已打磨得十分成熟。

啟明創投創始合伙人蓋里·瑞斯徹和中國打了20年交道，他說：“現在忽視中國只會自食其果。如果全球各地都有中國的創新會怎樣？如果美國企業應對不力，會陷入困境。”

風投資本家、創投公司安德森·霍洛維茨普通合伙人陳梅陵指出，在快速增長的新興市場，如果西方科技公司不了解中國企業的運營方式，很有可能落敗。“研究中國很重要，這不光是因為中國公司可能會打入美國市場給你一棒。風險在于美國公司可能失去東南亞，還可能失去非洲市場。”

陳梅陵認為，對于京東、阿里巴巴和騰訊等中國科技巨頭的成功，以及商業模式的不同之處，美國投資者和公司已經了解一些。

她說：“了解程度提升明顯，但美國方面對中國巨頭的理解談不上深入。”

復星銳正資本董事總經理王穎指出，在騰訊微信之類超級app上，消費者幾乎可以做任何事，比如買火車票、點餐和叫車，這就是中國科技創新者區別于美國同行的一個例子。美國創新者更注重產品和技術，希望把一兩件事做到完美，中國公司則“更激進，以用戶為中心”。他們總是想提供新服務，還在問用戶“還能為您做些什么？”

正因中國科技公司追求更多服務，所以發展迅速。DCM創投聯合創始人趙克仁說：“中國在移動支付方面至少領先3-4年。”舉例來說，由于微信支付生態發達，其他創業者可以在其平臺上開展業務，“催生了一種新型經濟”。

陳梅陵認為，人工智能等領域頂尖人才的爭奪已然開始，隨著中國科技公司財力壯大，爭奪戰只會愈演愈烈。如果美國移民政策讓一流的中國留學生難以留下，甚至難以去美國的大學深造，情況只會更糟。

她說：“中國的市場機會太大，科技巨頭開出的薪酬跟谷歌都差不多了。”（財富中文網）

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.