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AI is treated as a structural, multi-decade force rather than a short-term bubble. The speaker compares it to the internet revolution and expects it to reshape business models, productivity, and capital allocation.

Impact: Companies with real AI infrastructure, enterprise software, and pricing power may outperform. Investors should separate durable winners from speculative names.

— from DAX Stock Strategy And AI Market Outlook · Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT· Aug 11, 2026