Group 1 - Jim Rogers believes that China is on the verge of becoming the next world superpower, potentially replacing the United States due to its manageable debt levels and favorable economic factors [3][4] - The historical context provided by Rogers indicates that the U.S. is accumulating debt similar to the U.K. in 1925, suggesting a decline in its global dominance over the next 20 to 30 years [3][4] - Rogers emphasizes his continued investment in Chinese stocks, expressing optimism about China's economic growth and technological advancements [4][5] Group 2 - The current state of artificial intelligence (AI) is not yet a bubble, according to Rogers, who sees it as a transformative technology that presents significant investment opportunities [6][7] - He notes that while AI will eventually become a bubble, the current phase is characterized by excitement and interest, particularly in China where competitive companies and engineers are abundant [7] - Rogers draws parallels between the development of Silicon Valley and Shenzhen, suggesting that Shenzhen is poised for significant success due to its talent pool and favorable conditions [7]
吉姆·罗杰斯：AI还不是泡沫，深圳可以是下一个硅谷
Jing Ji Guan Cha Wang·2025-12-02 06:33