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:

1. 美国《芯片与科学法案》解读 08/09/2022

   https://mp.weixin.qq.com/s/WfEJDWG8G5bdPsr5dgh6Rg

2. 阿里的“成熟化”、创新和企业文化的矛盾 08/18/2022

3. 出海北美，跨境电商的“零和游戏” 10/24/2022

   https://mp.weixin.qq.com/s/REe2jSkat1k7QHTQ-CJeLA

4. TikTok的艰难战斗 12/05/2022

   https://mp.weixin.qq.com/s/1g2CH9PpuRMGfU73xuRugw

5. 台积电的“美国梦”和政治博弈 12/15/2022

   https://mp.weixin.qq.com/s/EC8QfEogo8B93IcdR8oHQQ

6. 字节旗下的难兄难弟Lark和TikTok 01/08/2023

   https://mp.weixin.qq.com/s/_H8_Td5hBvA16ZZkNDMwGA

7. 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

8. 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

9. 《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

10. 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

11. 分拆后的阿里，国际业务能起飞吗？ 04/17/2023

    https://mp.weixin.qq.com/s/g2nJvHey42jWVFnNEFfNdw

12. 阿里巴巴分拆后的挑战与风险 06/06/2023

    https://mp.weixin.qq.com/s/P8K58H5kGYpBTaLkeXiQvw

13. “芭比”电影中的女权主义和消费主义 07/28/2023

14. 武汉重启到进阶：文化与科技的启示 08/08/2023

    https://mp.weixin.qq.com/s/Kg6eMJdrBTKBcWK9rYqwtA

15. Shein和Temu在美国市场的声誉危机 08/28/2023

    https://mp.weixin.qq.com/s/A5tD2G0KYSSloZpxfNn1vA

16. TikTok海外公关错失了哪些反驳机会？09/07/2023

    https://mp.weixin.qq.com/s/BMA3WHFqLbOBIsdJ7U2DUg

(In English)

1. The political advantage of TikTok bashing 01/25/2023

2. TikTok is hiring lobbyists on Capitol Hill, but it’s still not answering the questions that count 02/15/2023

3. TikTok’s hopeless quest to prove it’s American enough 03/28/2023

4. Can Alibaba’s six-ring circus succeed? 06/01/2023

5. (Podcast) Alibaba, TikTok, and the changing landscape of Chinese tech in the US – views from Ivy Yang 04/14/2023