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Li Xiang and Li Feng in conversation: Chinese industry execution, past primary-market deals, and macro cycle calls

Deep reads here1 / 233 episodes

Cadence~1 every 5.1 days

Latest2026-09-04

TopicsChina

PriorityT3

1:27:15

高能量 0907

Global Liquidity Peaks: The More Aggressively You Poured into AI in H1, the Sooner You Get Discounted

A stock market rally needs fresh money to keep buying. Global liquidity is already showing signs of peaking, and the companies that most aggressively invested in AI in the first half are shifting from being rewarded to being discounted.

7 Points 6 Quotes LiquidityAI capex