Li Xunlei: Even after the bubble bursts, it's still worth investing in AI and betting on the silicon-based era

According to a Jinse Finance report on June 25, Li Xunlei, Chief Economist at Zhongtai International, recently shared his views on AI, stating that a bubble burst is the inevitable result because human nature is defined by greed and fear. However, based on the current valuation of the US Nasdaq, it is not too unreasonable. Firstly, its growth potential is relatively strong; secondly, compared with the seven giants during the 2000 internet bubble, they seem to have better control now. Even after the US internet bubble burst, companies like Amazon and Google emerged and grew.

Discussing when the bubble will burst is extremely difficult; instead, we should focus on the investment directions after the potential burst of the stock market bubble. It should still be the silicon-based era and continue investing in AI. This era has indeed arrived, but it is still at a very early stage—the imagination space for the future should be quite vast. For ordinary investors, he recommends maintaining a calm attitude, thinking objectively, and adhering to value investing.