All my writing in place
小波咨询创始人杨方曦的所有文章 Links to all my analyses in Chinese and English.
*You will need an FT Chinese subscription to read. Or you can read the available Wechat articles in full (公众号推送文章).
(In Chinese) FT Chinese Column articles In chronological order:
美国《芯片与科学法案》解读 08/09/2022
https://mp.weixin.qq.com/s/WfEJDWG8G5bdPsr5dgh6Rg
阿里的“成熟化”、创新和企业文化的矛盾 08/18/2022
出海北美,跨境电商的“零和游戏” 10/24/2022
https://mp.weixin.qq.com/s/REe2jSkat1k7QHTQ-CJeLA
TikTok的艰难战斗 12/05/2022
https://mp.weixin.qq.com/s/1g2CH9PpuRMGfU73xuRugw
台积电的“美国梦”和政治博弈 12/15/2022
https://mp.weixin.qq.com/s/EC8QfEogo8B93IcdR8oHQQ
字节旗下的难兄难弟Lark和TikTok 01/08/2023
https://mp.weixin.qq.com/s/_H8_Td5hBvA16ZZkNDMwGA
字节跳动在美国政界的“致命游戏”——游说国会山 01/31/2023
https://mp.weixin.qq.com/s/gdbajtaWp08Ms61iPLvFZA
Temu的“超级碗”装着中美文化的夹生饭 02/15/2023
https://mp.weixin.qq.com/s/G-gOslZc7tHnIxnWm-Gggg
《芯片法》带动的美国政治机会主义 03/07/2023
https://mp.weixin.qq.com/s/PzhoFWjn7VE_CTOVHl3pOw
跷跷板博弈:外资股东在TikTok漩涡中的利益平衡 03/22/2023
https://mp.weixin.qq.com/s/eqYDUHDnhsr8LN4WTcApSg



