东方港湾董事长但斌在格隆汇峰会上发表演讲，指出AI时代具有颠覆性，产业周期或超十年，技术进步是资本市场长期增长核心。他呼吁投资者避免因短期泡沫担忧而错失时代机遇，强调中美AI竞争关乎国家战略，硅基智能将重塑经济范式。

但斌在格隆汇峰会上发表演讲，指出AI时代具有空前颠覆性，产业周期可能长达十年以上，技术进步是资本市场长期增长的核心驱动力。他主张投资者应着眼长期、抓住主因，避免因短期泡沫担忧而错失时代机遇，并强调中美AI竞争关乎国家战略，硅基智能将重塑文明与经济范式。

Famous investor Dan Bin delivered a speech at the Gelonghui Summit, emphasizing that the AI era is unprecedentedly disruptive, with an industry cycle that could last over a decade. He argues that technological progress is the core driver of long-term capital market growth, and investors should focus on long-term trends rather than short-term bubble fears to avoid missing this era of opportunity. Dan also highlights the strategic importance of the US-China AI competition and predicts that silicon-based intelligence will reshape civilization and economic paradigms.

但斌在格隆汇峰会上指出，AI时代具有空前颠覆性，产业周期可能长达十年以上，技术进步是资本市场长期增长的核心驱动力。他建议投资者避免因短期泡沫担忧错失时代机遇，强调中美AI竞争关乎国家战略，硅基智能将重塑文明与经济范式。

Dan Bin at the Gelonhui Summit emphasized that the AI era has unprecedented disruptive power, with an industry cycle potentially lasting over a decade, and that technological progress is the core driver of long-term capital market growth. He advised investors to focus on the long term and grasp the main drivers, avoiding missing opportunities due to short-term bubble concerns. Dan Bin also noted that the AI competition between China and the US relates to national strategy, and silicon intelligence will reshape civilization and economic paradigms.

In his speech at the Gelonghui Summit, renowned investor Dan Bin emphasized that the AI era is unprecedentedly disruptive, with an industrial cycle that could last more than a decade. He posits that technological progress is the core driver of long-term capital market growth, urging investors to focus on long-term fundamentals and avoid missing epoch-making opportunities due to short-term bubble concerns. Additionally, he highlighted that the AI competition between China and the US is a matter of national strategy, and silicon-based intelligence will reshape civilization and economic paradigms.

Dan Bin emphasizes the long-term disruptive potential of AI, urging investors to focus on core technological drivers and avoid missing the era due to short-term valuation concerns. He also highlights the strategic importance of U.S.-China AI competition and the paradigm shift toward silicon-based intelligence.

Renowned investor Dan Bin stated at the Gelonghui Summit that the AI era is unprecedentedly disruptive, with an industry cycle that could last over a decade. Technological progress is the core driver of long-term capital market growth. He advised investors to focus on the long term and avoid missing era-defining opportunities due to short-term bubble concerns, noting that US-China AI competition is a national strategic issue and silicon-based intelligence will reshape civilization and economic paradigms.