摘要：中国企业突破式创新水平的低下是否与创新者窘境有关，国内外既有研究并未充分回答该问题。本文基于Christensen的创新者窘境理论以及英特尔前总裁安迪·格鲁夫笃信“只有偏执狂才能生存”的著名论断，从一般性层面上重新界定和检验了创新者窘境的形成机制。实证结果表明：中国企业正陷入创新者窘境，其中营销战术能力是阻碍中国企业开展突破式创新的主要因素；与此同时，秉持市场偏执能够阻断营销战术能力对突破式创新的负向影响，并提升营销战略能力对突破式创新的正向影响。

Abstract: Whether or not a low level of breakthrough innovation for Chinese firms is related with innovator’s dilemma remains unanswered. Based upon the Christensen’s innovator’s dilemma theory and Andrew S. Grove’s sincere belief about that only the paranoid could survive, the innovator’s dilemma is redefined from a generalized angle. The empirical conclusion indicates that most Chinese firms are sticking in the innovator’s dilemma; marketing tactic capability is a major factor which impedes Chinese firm’s breakthrough innovation; and adopting market paranoia could reverse the negative effect of marketing tactic capability on the breakthrough innovation and improve the positive effect of marketing strategic capability on the breakthrough innovation.