Top 10 Views from Dongfang Harbor Annual Meeting by Dai Bin

1. In 2026, artificial intelligence will still be in one of the years of a decade-long bull market cycle.
2. In the past two years, domestic AI industry chain investment returns are comparable to those in the US.
3. Investment should focus on companies with light assets and high-profit business models.
4. Looking back, bottom-fishing is easy, but being in the midst of a crash requires immense courage and wisdom.
5. It is premature to talk about an AI bubble; industry demand remains solid.
6. To achieve long-term success, investors must maintain an objective and rational attitude, listen to opposing opinions, and adopt an inclusive approach.
7. 2026 will be the year of AI application explosion, with autonomous driving, humanoid robots, and other innovations potentially being widely implemented.
8. Investment success depends on how far and how accurately you see, daring to hold heavy positions, and persistence.
9. Tesla's autonomous driving deployment is akin to Apple's iPhone moment, which will bring trillion-dollar market opportunities.
10. Investment requires continuous iteration, keen insight into world changes, and engagement in learning new things; otherwise, you risk being eliminated by the times.