Dan Bin: Artificial intelligence is an opportunity of over 10 years. Instead of worrying too early about a bubble, it is better to worry about missing an era. This is our last chance, Old Deng
Dan Bin, Chairman of Dongfang Hongwan, stated at the 2025 Xueqiu Carnival that artificial intelligence is a long-term investment opportunity lasting over ten years, and that worrying about bubbles is less important than fearing missing out on the era. He believes that next year will be the "year of application explosion," with the foundational layer and application layer developing together. Great companies can break through valuation limits over long cycles, where value and growth are integrated, and the margin of safety in investment lies in the company's growth capability
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