“Investing in the turbulent tide, this conference reveals what new opportunities there are for technology industry investment in 2026.”
On August 20, the “River Current – 2026 Jiazi Gravity X Technology Industry Investment Conference” was held in Beijing. Hosted by “Jiazi Light Year”, the conference released the report “Judgment of Artificial Intelligence Trends in 2026” and the “2025-2026 China Technology Industry Investment List”, and featured peak dialogues and five roundtable discussions. The report indicated that in the first half of 2026, the three aspects of fundraising, investment, and return improved simultaneously. AI absorbed over 70% of global venture capital, and fields such as domestic GPUs and embodied intelligence were shifting from “waiting for the future” to “seeking realization”. The report proposed that AI would develop in four environments: digital, physical, scientific, and social, forming “intelligence for four worlds”, and emphasized the upward shift in the value of the Harness system layer and the growing popularity of RSI technology. The conference also invited five investors, including Ji Wei and Fei Jianjiang, to discuss cycle judgment, valuation systems, and non-consensus opportunities. Liu Erhai pointed out that the development of AI cannot be completely predicted or shaped, and Peng Chuang believed that China’s embodied intelligence is in the “3.0 stage” and has global potential.