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 like Nvidia Corp. (NASDAQ:NVDA) are overlooking a growing geopolitical risk and missing a crucial China hedge that could protect their portfolios.
