All-In On US AI Stocks? Don’t Miss The China Trade: Alpine Macro – Invesco China Technology ETF (ARCA:CQQQ), ASML Holding (NASDAQ:ASML)
As the battle for AI supremacy intensifies between the world’s two largest economies, analysts say investors focused solely on U.S. tech stocks risk overlooking a critical hedge hiding in plain sight. In a recent research report, Henry Wu, chief quantitative strategist at Alpine Macro—a firm owned by Oxford Economics—said investors piling into U.S. AI giants…
