东方港湾但斌：称AI仅处爆发第一天，投资宜放眼长远

Core Viewpoint - The AI industry is in its early stages, with significant long-term investment opportunities expected as it develops over the next two to three decades [1][2]. Summary by Relevant Sections - AI Bubble Discussion - The speaker emphasizes that we are only at the "first day" of the AI explosion, indicating a belief in the nascent stage of AI development [1][2]. - Historical Investment Examples - Cited examples include companies listed in 2004 that saw returns of six to seven hundred times during the later stages of the internet era, and Warren Buffett's 2016 investment in Apple, which yielded a tenfold return during the mid-stage of mobile internet [1][2]. - Long-term Investment Strategy - The speaker advocates for a long-term investment perspective, suggesting that successful outcomes in the AI sector will require a focus on industry trends over a span of two to three decades [1][2]. - Challenges for Investors - The speaker notes that achieving alignment between knowledge and action is one of the most challenging aspects for investors [1][2].