Yili Hua: The Short-Term Market Withstands Black Swans, AI Demand is Real and Not a Bubble

Yili Hua, founder of Liquid Capital, stated that the short-term market has withstood the black swan event. Currently, the midterm election is expected to see the Republican Party potentially losing in both houses, but winning one house would be a positive outcome. Meanwhile, U.S. Treasury yields have peaked, and there is significant divergence in the market. Discussions about an AI bubble are frequent, but he believes that the demand for AI is real and differs from the internet bubble of the past. A short-term adjustment period is normal and has not yet reached the scale of a major bubble.

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