Baoqi Zhu

Senior Associate, Quantitative Research and Multi Asset Solutions

Baoqi Zhu a rejoint WisdomTree en 2023 en tant qu’associé principal au sein de l’équipe de recherche. Baoqi se concentre sur la recherche quantitative relative aux indices boursiers thématiques, ainsi que sur les solutions de portefeuille. Avant de rejoindre WisdomTree, Baoqi a travaillé pendant plus de deux ans chez Ernst & Young (EY) au sein du département des services-conseils quantitatifs, où il a participé à la recherche et au développement de modèles quantitatifs de gestion des risques. Plus tôt dans sa carrière, Baoqi a occupé le poste d’analyste quantitatif au sein d’une équipe de structuration multi-actifs chez Maven Global pendant plus de trois ans. Il a été en charge de la conception et de l’optimisation de stratégies de couverture sur mesure basées sur des produits dérivés. Baoqi est titulaire d’un master en ingénierie financière et gestion des risques de l’Imperial College London, ainsi que d’une licence en sciences actuarielles de l’Université de Nankai, en Chine. Il est également titulaire de la certification de Gestionnaire des risques financiers (Financial Risk Manager, FRM).

Latest insights from Baoqi Zhu

Baoqi Zhu

What the EU Industrial Accelerator Act could mean for infrastructure

18 juin 2026

Europe’s infrastructure ambitions depend on more than funding. They also depend on whether Europe can source the materials, equipment and components needed to build grids, transport networks and clean-energy assets. The Industrial Accelerator Act (IAA) aims to strengthen that supply chain by supporting European manufacturing capacity, low-carbon materials and more resilient procurement. The proposal highlights an important shift: infrastructure policy and industrial policy are becoming increasingly connected.

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Europe Infrastructure

Baoqi Zhu

Reconstruction de l’Ukraine : comment les capacités d’infrastructure de l’Europe peuvent contribuer

3 juin 2026

Alors que le cessez-le-feu et les pourparlers de paix demeurent incertains, la future reconstruction de l’Ukraine mérite déjà d’être envisagée sous l’angle de la chaîne d’approvisionnement des infrastructures européennes. Compte tenu des besoins importants dans les secteurs des transports, de l’énergie et des infrastructures publiques essentielles, la reconstruction pourrait faire intervenir des entreprises européennes disposant d’une expertise en construction, d’une proximité régionale et de produits d’infrastructures critiques. Ce blog examine pourquoi la perspective pourrait dépasser les seuls actifs ukrainiens, et comment les entreprises de l’écosystème européen des infrastructures pourraient contribuer à l’effort de reconstruction à long terme.

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Europe Infrastructure Mégatendances technologiques

Baoqi Zhu

Physical AI in China: three companies, three paths

21 mai 2026

Physical AI is beginning to move from concept to commercial deployment, with applications increasingly appearing in factories, transport networks and industrial automation systems. China is playing an important role in this trend, supported by its manufacturing ecosystem, hardware supply chain and growing group of robotics companies. This blog looks at three Chinese companies, UBTech, Pony AI and Shenzhen Dobot, which illustrate different paths to physical AI adoption across humanoid robotics, autonomous mobility and smart manufacturing.

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Artificial Intelligence Megatrends

Ayush Babel, Baoqi Zhu, Blake Heimann, Elvira Kuramshina

Nasdaq's best month in 23 Years and the tech themes that beat it

12 mai 2026

The Nasdaq-100 recorded its strongest monthly performance in over 23 years, but the underlying story extends beyond the headline index. A range of technology themes, spanning AI, robotics, and quantum computing, are gaining momentum, with several innovative companies and thematic strategies outperforming the Nasdaq-100 in April. This broadening opportunity set highlights how growth is being increasingly driven by diverse and emerging areas across the tech landscape.

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Megatrends Artificial Intelligence Quantum computing Quality Growth

Baoqi Zhu

What’s hot: CPUs Return to the AI Spotlight

1 mai 2026

Recent rallies in AMD and Intel have brought CPUs back into the AI infrastructure debate. While GPUs remain the central engine for AI training and inference, the next phase of AI workloads may require much more supporting compute around GPU clusters. Agentic AI involve more planning, routing, tool calls, code execution, verification and data movement, many of which are CPU-intensive tasks. This suggests the AI semiconductor opportunity is broadening beyond GPUs and CPUs could be the next bottleneck of AI Infrastructure. 

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Artificial Intelligence Megatrends

Baoqi Zhu

Governments are moving from regulator to participant in critical minerals

9 avril 2026

Governments are taking a more active role in critical minerals, moving beyond regulation into financing, pricing support and supply-chain building. Rare earths provide the clearest example, but the shift is spreading more broadly across strategic materials. This blog explores how the U.S., Japan and Europe are reshaping the sector, why the benefits extend beyond mining, and what this means for investors looking at the critical minerals value chain.

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Commodities Energy Transition Metals Megatrends