monopolypoker|但斌：10-20年间人类历史上应该会出现十万亿级美金的公司

Economics 2024年05月06日 12:01 11 editor

Special topic: Buffett shareholders' meeting 2024 Sino-American investor reception

In the afternoon of May 4, local timeMonopolypokerThe 9th Buffett shareholders' meeting sponsored by Sina Finance was held at the Marriott Hotel in downtown Omaha. The reception was the largest and most influential investor exchange event during Buffett's shareholders' meeting. Investment elites, leaders of Chinese public and private equity funds and securities firms, and executives of listed companies attended the meeting, which opened a high-quality dialogue.

Dan Bin, chairman and fund manager of Oriental Harbor, attended the meeting and delivered a keynote speech "Rose of time-paying homage to Munger's long-term doctrine and analyzing the future investment journey". But Bin saidMonopolypokerWe are now ushering in the era of artificial intelligence, in which the market capitalization of these major companies has increased tenfold. I have a judgment that if this law exists, there should be trillion-dollar companies in human history by 2034 or 2044, between 10 and 20 years.

The following is a transcript of some of Dan Bin's speeches:

monopolypoker|但斌：10-20年间人类历史上应该会出现十万亿级美金的公司

In the United States, when interest rates reached 16% in the past seven years, these companies represented by Nasdaq, such as Intel and AMD in 1971, Apple in 1980, Microsoft and Oracle in 1986, and Cisco in 1990. In fact, between the 1970s and 1990, the Nasdaq rose by about 6%.Monopolypoker.5 times. From 1990 to 2000, the Nasdaq increased 13-fold, and the mobile Internet era increased almost tenfold in 13 years. We are now ushering in the era of artificial intelligence, in which the market capitalization of these major companies has increased tenfold. I have a judgment that if this law exists, there should be trillion-dollar companies in human history by 2034 or 2044, between 10 and 20 years. There is a good chance that these companies will change the world, and they will emerge from them.

A direction like this should be that in addition to focusing on companies that cannot change the world, we, as later investors, should also pay attention to the companies that change the world.