Core Insights - The 2025 Analyst Conference was held on November 28, gathering experts, scholars, and leaders from various financial sectors to explore investment opportunities through market cycles [1] - Dongfang Hongyuan's founder and chairman, Dan Bin, delivered a keynote speech discussing the AI bubble, asserting that the current phase is merely the beginning of the AI explosion [1] Group 1: AI Investment Perspective - Dan Bin emphasized that many perceive AI as a bubble, drawing parallels with Tencent's listing in 2004 during the internet era, which yielded returns of six to seven hundred times [3] - He referenced Warren Buffett's investment in Apple starting in 2016, highlighting that even in the mid-stage of the mobile internet era, investments could achieve tenfold returns [3] - Dan Bin argued that to realize significant profits in the AI era, investors must adopt a long-term perspective, considering a span of two to three decades for investment strategies [3]
2025分析师大会，但斌现场否定AI泡沫论：“我们仅仅处于AI爆发的第一天”
Xin Lang Zheng Quan·2025-11-30 02:51