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<p>Hua'an Fund Manager Xu Hantian analyzed investment opportunities in the AI field in a conversation with Wall Street Insights, believing that the core contradiction of the current AI boom lies in "the business model yet to be resolved," rather than "the absence of core value." He emphasized that the investment framework should start from the macro industry prosperity and micro entrepreneurial spirit, focusing on the entrepreneurial capabilities and technological advantages of companies in high-growth areas, and argued that static valuation is no longer important; the key lies in the imagination of future market value and the certainty of growth</p>

- Former Texas Instruments employee and current fund manager Xu Hantian discusses his transition to financial investment, emphasizing a dual-driven framework of macroeconomic trends and entrepreneurial spirit.  
- He argues that the current AI market is not a true bubble, as underlying technologies are rapidly evolving, with the main challenge being the resolution of business models rather than a lack of core value.  
- Xu advocates for a clear investment strategy focused on high-growth sectors and resilient entrepreneurs, suggesting that significant breakthroughs in domestic manufacturing will present major investment opportunities in the coming years.

Hua'an Xu Hantian: The core contradiction of the AI wave is "the business model is yet to be resolved," with a focus on two main lines in chips