Core Insights - The current era is characterized as the age of artificial intelligence, comparable to the time when the steam engine was invented, marking a significant investment opportunity [3][15] - Technological progress is identified as the fundamental driver of wealth growth and societal advancement, despite economic fluctuations and crises [5][16] - The investment strategy of the company has shifted towards focusing on AI-related companies, similar to past successful investments in technology [9][16] AI Era - The AI era is seen as a transformative period, with potential for significant changes in business models and consumer behavior, such as the use of AI agents for everyday tasks [12][22] - Companies like Nvidia and Google are highlighted as key players in the AI space, with substantial investments in research and development [22][23] Investment Strategy - The company has made strategic decisions to invest heavily in AI technologies, reflecting a belief that the same opportunities that existed in previous technological revolutions are present today [9][16] - The importance of long-term investment perspectives is emphasized, suggesting that successful investments require a multi-decade view [10][19] Market Trends - The Nasdaq index has shown significant growth over the past decades, with historical performance indicating that technology-driven markets tend to outperform others [5][18] - Recent trends show increased investment in companies like Google and Alibaba, indicating a shift in market sentiment towards AI and technology stocks [13][14][23] Competitive Landscape - The competitive environment in AI is described as intense, with major companies like Amazon, Google, and Microsoft investing heavily in AI technologies [22] - The potential for monopolistic structures in the AI industry is noted, with a few companies likely to dominate the market and achieve unprecedented valuations [24]

专题：2025分析师大会：资本市场"奥斯卡"启幕 东方港湾创始人兼董事长但斌出席并发表主旨演讲。但斌谈到AI眼镜的时候，表示自己很看好这个东西。 但斌表示，比如说我们看到了mate眼镜等AI眼镜，我很看好这个东西，包括马斯克说未来五年很可能手机这个形态就没有了，如果AI Agent实现的话，类似 于现在我要订一张飞机票，从上海飞深圳，过去还要通过手机、通过携程，未来我可能只需要说一句话，通过AI眼镜说一句话，就可以订这个票，或者不 是眼镜，是耳环、是个手表、或者是一个别针。而我的Agent可以帮我实现强联系，未来的形态变化是非常大的，人工智能的这场竞争任何一家公司都不可 能放弃，都要全力以赴。 责任编辑：张恒星 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 11月28日，2025分析师大会举行，专家学者、券商基金私募掌舵人、首席分析师等齐聚一堂，共寻穿越周期的投资真谛。 ...