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RiskMacroMay 20, 2026 路 09:00 CET

CIO recommends rotating out of Swiss staples into US AI names

The bank's CIO desk issued a tactical update: trim European dividend-paying blue chips (Nestl茅, Novartis) and buy Nvidia and Microsoft. Directly conflicts with the R盲bers' written mandate, which forbids speculative US tech.

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