Yilihua: The current market position shows significant divergence, and the AI bubble is not as large as imagined

Liquid Capital founder Yi Lihua stated that the short-term market has withstood this black swan event. Currently, the expectation for the midterm elections is that the Republican Party will lose both houses; if they can win one, it would be considered a positive. Additionally, the peak of U.S. Treasury yields has passed, so there is significant divergence at the current position.

Many people are discussing the AI bubble, but the demand for AI is real and is completely different from the internet bubble of the past. A short-term adjustment period after overheating is very normal and does not reach the scale of a major bubble.