Dan Bin at Gelonghui Summit: AI Era Disruption Cycle May Last Over a Decade, Invest Long-Term to Avoid Missing Opportunities

On July 2, Dan Bin delivered a speech at the Gelonghui Summit, emphasizing the unprecedented disruptive nature of the AI era, with its industry cycle potentially lasting over a decade. He argued that technological progress is the core driver of long-term capital market growth, urging investors to focus on long-term trends and primary drivers rather than short-term bubble concerns. Bin warned that missing the AI era would be a strategic mistake. He also highlighted that the US-China AI competition is a matter of national strategy, and silicon-based intelligence will reshape civilization and economic paradigms.