东方港湾董事长但斌：“AI泡沫论”是噪音，远离融资炒股

Core Viewpoint - The risk of missing out on an era is far greater than the risk of prematurely worrying about a bubble in AI technology, according to Dan Bin, Chairman of Dongfang Hongyuan, at the Xueqiu Carnival held on December 20 [1] Group 1: AI Market Outlook - Dan Bin asserts that concerns regarding an AI bubble are premature, stating that the upcoming year will witness significant advancements in both foundational and application layers of AI, driving mutual growth [1] - He emphasizes that the current state of AI does not indicate an oversupply or bubble formation [1] Group 2: Investment Strategies - Ordinary investors are advised to focus on high-quality companies, referred to as "the crown jewels," and consider using ETFs for investment if assessing specific companies is challenging [1] - Suggested ETFs include those tracking global technology trends, such as the S&P or NASDAQ ETFs, as well as industry-specific ETFs focused on AI [1] Group 3: Investment Principles - A critical investment principle highlighted is to never borrow money for investments and to avoid leveraged trading, which is considered a major taboo in investing [1] - Dongfang Hongyuan's ability to navigate multiple market cycles is attributed to their strict adherence to not using financing leverage [1] - The recommendation is to invest in the best companies or ETFs without leveraging, making it difficult to incur losses [1]