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Lin Yuan’s latest end-of-year “reminder”: AI will inevitably face intensified competition; currently more optimistic about food, consumer, and CSI 300.

Lin Yuan’s latest end-of-year “reminder”: AI will inevitably face intensified competition; currently more optimistic about food, consumer, and CSI 300.

On the afternoon of November 20, billionaire private equity tycoon Lin Yuan spoke out! This fund manager, known for his sharp remarks, always draws attention whenever he speaks. His investment comments are eye-catching, and sometimes even deviate from the "mainstream." Especially since the debate over “old established stocks”
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Jensen Huang strives to dispel talk of an AI bubble; the market says, "The one selling shovels won't claim there's no gold in the hills!" Nvidia turns down during trading.

Jensen Huang strives to dispel talk of an AI bubble; the market says, "The one selling shovels won't claim there's no gold in the hills!" Nvidia turns down during trading.

``` Although Nvidia's third-quarter revenue surged 62% year-over-year to $57.01 billion and provided strong fourth-quarter guidance, investors' concerns about an AI valuation bubble have not completely disappeared. On Thursday, Nvidia's stock reversed and fell during trading, after the company released an earnings report that beat