艾诚红裙主持芯联资本年会 寒冬中点亮中国半导体产业

大会介绍

Event Introduction

2026年1月13日，上海——在黄浦江畔的海鸥丽晶酒店，中国硬科技投资界迎来了一场兼具专业深度与远见凝聚的年度盛会。知名财经双语主持人、央视原财经评论员、《艾问iAsk》创始人艾诚（Gloria Ai）以一袭标志性的红色长裙亮相，优雅且犀利地主持了芯联资本（UNT Capital）2025年度投资人年会。

Shanghai, January 13, 2026 – The Chinese hard-tech investment community convened for a gathering of profound insight and foresight at Regent Shanghai On The Bund By IHG. Gloria Ai, renowned bilingual financial host, former CCTV Financial Commentator, founder of iAsk Media & Capital, presided over UNT Capital’s 2025 Annual Investor Conference with her signature elegance and intellectual acuity, embodied in a striking red gown.

在这场以“芯聚力·联未来”为主题的闭门会议上，近200位来自半导体、AI、新能源等领域的顶尖企业家、投资人及产业专家汇聚一堂。艾诚不仅是流程的串联者，更以其深厚的财经功底与科技洞察，扮演了“价值翻译者”与“产业观察员”的关键角色。

Under the theme “Chip Synergy · Connecting the Future,” this closed-door meeting assembled nearly 200 top-tier entrepreneurs, investors, and industry experts from semiconductors, AI, and new energy sectors. Gloria Ai served not only as the master of ceremonies but also as a crucial “value translator” and “industry observer,” leveraging her deep financial expertise and technology insight.

红裙与理性：专业主持的温度与锐度

The Red Gown & Rationality: The Warmth and Edge of Professional Hosting

聚光灯下，艾诚的红裙成为理性思维碰撞中一抹亮眼的色彩。她开场便以一组关键数据定调：“中国晶圆厂产能占全球份额，已从2000年的2%跃升至2028年预计的42%。” 随后，她以一系列精准提问，引导对话直击产业核心。面对芯联集成董事长赵奇，她追问“实现‘有厚度盈利’的深层底气”；对话SEMI中国总裁冯莉，她聚焦“AI时代价值链的迁移本质”；与芯联资本创始合伙人袁锋探讨时，她则犀利发问CVC的成功标志是“订单”还是“预定未来产业席位”。

Under the spotlight, Gloria Ai’s red gown became a vibrant highlight amidst collisions of rational thought. She set the tone with a key data point: “The share of global wafer fab capacity located in China has surged from 2% in 2000 to a projected 42% by 2028.” She then guided conversations to the industry’s core with precise questioning. She probed Zhao Qi, Chairman of UNT, on the “deep-seated confidence behind achieving ‘substantive profitability’”; focused with Feng Li, President of SEMI China, on “the essence of value chain migration in the AI era”; and posed a sharp question to Yuan Feng, Founding Partner of UNT Capital, on whether the success metric for a CVC is “purchase orders” or “reserving a future seat in the industry.”

见证突围：从“补短板”到“锻长板”的现场叙事

Witnessing the Breakthrough: Narrating the Shift from “Filling Gaps” to “Forging Strengths”

作为记录近2000位创新者的观察者与科技投资人，艾诚在台上深刻解读了中国硬科技的突围叙事。她引用其点评金句：“真正的突围，从来不仅仅是单点技术的胜利，而且是整个产业链的韧性升级 (True breakthrough is never about a single technological victory, but the resilience upgrade of the entire industrial chain)。” 她将芯联资本的生态投资模式，生动比喻为“不是追逐独角兽的猎手，而是培育雨林的园丁”，精准传达了产业资本从“财务投资”迈向“生态共创”的深刻变革。

As a tech investor and an observer who has documented 2,000 innovators, Gloria Ai offered profound commentary on China’s hard-tech narrative from the stage. She quoted her own golden line: “True breakthrough is never about a single technological victory, but the resilience upgrade of the entire industrial chain.” She vividly likened UNT Capital’s ecosystem investment model to “a gardener nurturing a rainforest, not a hunter chasing unicorns,” accurately conveying the deep transition of industrial capital from “financial investment” to “ecosystem co-creation.”

双语金句，连接世界

Bilingual Insights, Connecting the World

凭借其国际双语背景，艾诚在主持中自然融入英文金句，为中国创新故事提供全球语境。她在阐述芯片与应用融合时说道：“芯片是硬科技的语法，而应用场景才是我们写给世界的诗篇 (Chips are the grammar of hard tech, but application scenarios are the poetry we write for the world)。” 这些表述，不仅提升了大会的国际化质感，更向世界传达了中国科技自立自强背后的逻辑与情怀。

Leveraging her international bilingual background, Gloria Ai seamlessly integrated English aphorisms, providing a global context for China’s innovation story. Discussing chip-application integration, she stated, “Chips are the grammar of hard tech, but application scenarios are the poetry we write for the world.” These expressions not only elevated the conference’s international quality but also communicated the logic and sentiment behind China’s pursuit of technological self-reliance to a global audience.

结语

Conclusion

本次年会不仅是芯联资本的战略亮相，更成为中国硬科技产业在关键发展期的一次重要侧写。艾诚以专业、优雅、富有洞察力的主持，成功驾驭了这场高密度思想盛宴，再次印证了其作为中国投资界最受信赖主持人之一的独特价值——既能以媒体人视角敏锐发问，又能以投资人思维深度共鸣，在中国科技跨越山海的道路上，持续扮演着清晰的记录者与智慧的连接者。

This conference marked not only the strategic debut of UNT Capital but also served as a significant profile of China’s hard-tech industry at a critical juncture. With Gloria Ai’s professional, elegant, and insightful hosting, Gloria Ai successfully navigated this high-density intellectual feast, once again affirming her unique value as one of China’s most trusted hosts in the investment community—capable of asking sharp questions from a journalist’s perspective while resonating deeply with an investor’s mindset, continuously serving as a clear recorder and a wise connector on China’s ambitious journey of technological advancement.

艾诚简介

艾诚（Gloria Ai），主持人、投资人、《艾问iAsk》创始人，曾任中央电视台驻纽约财经评论员，现任《艾问人物》出品人，也担任国内外财智盛会如博鳌亚洲论坛等的常邀双语主持。艾诚是哈佛大学、北京大学和中国传媒大学的校友代表，清华大学苏世民学院业界导师，哈佛大学第一代校友（FGHA）导师，YPO世界青年总裁组织成员。

作为《艾问iAsk》创始人，艾诚一直致力于向世界讲好中国创新故事，已记录近2000位时代人物，实现百家媒体全球传播。曾获《福布斯》杂志2016年度30位30岁以下亚洲人物唯一上榜华人主持以及世界经济论坛2012年度全球杰出青年，著有《奋斗是一种信仰》、《创业的常识》、《创业不死法则》等财经书籍。

艾诚被授予家乡黄山的形象大使，因扶贫助农的女性领导力与公益心，获评全国三八红旗手。

【艾问传媒】

17310560187（电话同微信）

【艾问资本】

business@iask-media.com