UBS's top equity strategist, Ulrike Hoffmann-Burchardi, argues that the surge in capital spending (capex) on AI isn't slowing down anytime soon—and that stocks still have room to grow despite short-term bumps from trade tensions. She’s betting on continued momentum in tech and AI-driven sectors, even with tariff-related volatility shaking up markets.

Editor’s Note: Everyone’s wondering if the AI gold rush is a bubble or the real deal. Hoffmann-Burchardi’s take? It’s the latter, and companies pouring money into AI infrastructure aren’t hitting the brakes. For investors, that means opportunities (and risks) ahead—especially if trade wars stir up turbulence. This isn’t just about tech stocks; it’s about how AI is reshaping entire industries.

Analysts predict Chinese AI stocks—including big names like Meituan and Xiaomi—are poised for another strong run, thanks to the country's push to use AI for boosting efficiency and economic growth. The momentum follows DeepSeek's advances in generative AI, which has investors betting on more companies integrating the tech into their operations.

Editor’s Note: China's doubling down on AI as a growth engine, and this isn't just hype—it's reshaping how businesses operate. With DeepSeek's breakthroughs stirring excitement, the ripple effect could mean fresh opportunities for investors and a potential edge for China's economy amid broader slowdowns. If you're watching tech trends, this one's heating up.