China's latest AI breakthrough is sending a fresh shockwave through global markets. Chinese startup Moonshot AI unveiled Kimi K3, a model that is challenging the dominance of OpenAI and Anthropic on both performance and price, bringing the uncomfortable question of : could this be the beginning of a major repricing of the AI trade?

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Ipek Ozkardeskaya has begun her financial career in 2010 in the structured products desk of the Swiss Banque Cantonale Vaudoise. She worked at HSBC Private Bank in Geneva in relation to high and ultra-high net worth clients. In 2012, she started as FX Strategist at Swissquote Bank. She worked as a Senior Market Analyst in London Capital Group in London and in Shanghai. She returned to Swissquote Bank as Senior Analyst in 2020, and launched her own website ipekScope.com in 2025.

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