AI | BNP Paribas Asset Management Sees Value in Chinese Tech Stocks Amid AI Rotation

BNP Paribas Asset Management portfolio manager Sophie Huynh said she sees value in Chinese technology stocks as an AI-driven market rotation unfolds, according to Bloomberg. Huynh told Bloomberg Television that China is “just six months behind” the US on AI frontier models, while “the AI frontier models in the US stay in the US,” and said Europe is “stuck in the middle.”