Yi Lihua: Strongly supports Jensen Huang's return to Nvidia, remains bullish on AI US stocks and the crypto market in the long term.

November 14: Liquid Capital founder Yi Lihua posted a statement strongly supporting Jensen Huang's return to Nvidia, arguing that Jensen Huang is not only a major bull in the AI industry but also the foundation of the entire AI ecosystem, and that his departure would be a huge loss for the AI sector. JackYi believes that Jensen Huang's departure will not change the long-term development trend of the AI industry, but in the short term it may trigger industry deleveraging and a泡沫 shakeout, putting pressure on US stocks for some time to come.

JackYi also stated that market concerns triggered by Jensen Huang's departure may extend to other tech industry leaders, and believes that OpenAI and Anthropic's upcoming IPOs could become a阶段性 peak for this round of AI market euphoria. If US stocks undergo a further significant correction, Buffett's previously adopted cash strategy may once again prove its value.

On investment strategy, JackYi stated that he remains bullish on AI US stocks and the crypto market in the long term, but in the short term chooses to wait for opportunities.