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易理華:AI 投資核心在於抓住明星企業

2026-09-01 15:08:58

ChainCatcher 消息,易理華表示,投資的核心並非平均配置,而是識別並抓住少數能夠帶來超額回報的明星企業。他以段永平 2002 年投資網易為例,指出其以 200 萬美元抄底股價不足 1 美元的網易,持有 8 年後獲利超 2.6 億美元,回報超過 100 倍。

易理華認為,每一輪技術革命都蘊含大量超額回報機會,早期加密行業已出現大量百倍案例,而目前人工智慧行業正處於類似的爆發初期,中美市場均存在潛力標的。其表示,目前人工智慧投資的核心目標,是抓住本輪人工智慧浪潮中最具爆發力的明星企業。

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