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易理华:AI 投资核心在于抓住明星企业

2026-09-01 15:08:58

ChainCatcher 消息,易理华表示,投资的核心并非平均配置,而是识别并抓住少数能够带来超额回报的明星企业。他以段永平 2002 年投资网易为例,指出其以 200 万美元抄底股价不足 1 美元的网易,持有 8 年后获利超 2.6 亿美元,回报超过 100 倍。

易理华认为,每一轮技术革命都蕴含大量超额回报机会,早期加密行业已出现大量百倍案例,而当前人工智能行业正处于类似的爆发初期,中美市场均存在潜力标的。其表示,当前人工智能投资的核心目标,是抓住本轮人工智能浪潮中最具爆发力的明星企业。

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