Baoqi Zhu

Senior Associate, Quantitative Research and Multi Asset Solutions

Baoqi Zhu joined WisdomTree in 2023 as a Senior Associate on the Research team. Baoqi focuses on quantitative research on thematic equity indices and portfolio solutions. Prior to WisdomTree, Baoqi spent over two years at Ernst & Young (EY) in their Quantitative Advisory Services, where he was involved in the research and development of quantitative risk models. Earlier in his career, Baoqi served as a quantitative analyst within a multi-asset structuring team at Maven Global for more than three years. His responsibilities included designing and optimising bespoke hedging strategies based on derivatives. Baoqi holds a MSc in Financial Engineering & Risk Management from Imperial College London and a BSc in Actuarial Science from Nankai University, China. He is also a certified Financial Risk Manager (FRM).

Latest insights from Baoqi Zhu

Baoqi Zhu

What the EU Industrial Accelerator Act could mean for infrastructure

18 June 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

Ukraine reconstruction: how Europe’s infrastructure capabilities can contribute

3 June 2026

While ceasefire and peace talks remain uncertain, Ukraine’s eventual reconstruction is already worth considering through the lens of Europe’s infrastructure supply chain. With substantial needs across transport, energy and essential public infrastructure, the rebuild could involve European companies with construction expertise, regional proximity and critical infrastructure products. This blog explores why the opportunity may extend beyond Ukrainian assets, and how companies in the European infrastructure ecosystem could contribute to the long-term reconstruction effort.

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Europe Infrastructure Megatrends

Baoqi Zhu

Physical AI in China: three companies, three paths

21 May 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 May 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 May 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 April 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