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。

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.

Dan Bin, a prominent Chinese investor, delivered a keynote at the Gelonghui Summit emphasizing the unprecedented disruptive power of the AI era, with an industry cycle potentially spanning over a decade. He urged investors to focus on long-term fundamentals rather than short-term bubble fears, and highlighted the strategic importance of US-China AI competition, stating that silicon-based intelligence will reshape civilization and economic paradigms.

Renowned investor Dan Bin delivered a speech at the Gelonhui Summit, emphasizing that the AI era brings unprecedented disruption with an industrial cycle that may last 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 avoid missing epochal opportunities due to short-term bubble concerns. He also highlighted that US-China AI competition is a matter of national strategy, and silicon-based intelligence will reshape civilization and economic paradigms.