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Goldman Sachs: China's AI has become one of the most notable growth narratives in today's tech sector.

2 hours ago

In the report titled "Investment Strategy: Long China's AI Value Chain", Goldman Sachs analyst Louis Mille wrote: "China's AI industry has officially come into our focus." This is attributed to "an unprecedented combination of massive state support, surging global demand, and structural capital rotation, which has made China's AI one of the most compelling growth stories in today's tech sector." Goldman Sachs put forward three key points to support its investment thesis: a severe mismatch between the market capitalization of Chinese AI firms and their market potential, leaving ample valuation upside; China's AI industrial chain has unique competitive advantages undervalued by the market; and the Chinese AI sector has outperformed other Chinese assets, with capital being structurally incrementally allocated to it.

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