Deutsche Bank Global CIO: AI is not a bubble, the attractiveness of Chinese assets is rising

Wallstreetcn
2026.02.12 08:42

Deutsche Bank's Global Chief Investment Officer (CIO) Christian Nolting stated that the investment surrounding AI is an ongoing "structural transformation" and is not yet sufficient to be called a bubble; related investments should not only focus on chips but should look at a more complete value chain; in this process, data centers, power, and infrastructure will also benefit