Deep潮 TechFlow message: On July 09, in a report titled “Investment Strategy: Going Long on China’s AI Value Chain,” Goldman Sachs analyst Louis Mille said, “The China AI industry has officially come into our line of sight.” This is because “the unprecedented combination of large-scale national support, a surge in global demand, and a structural rotation of capital” has made China AI one of the most compelling growth stories in today’s technology sector.



Goldman Sachs put forward three key points to support its investment thesis: China AI companies have a severe mismatch between market capitalization and market opportunity, with ample upside potential for valuations; China’s AI industrial chain has unique competitive advantages that the market is undervaluing; and China’s AI sector has performed stronger relative to other Chinese assets, with funds increasingly allocating on a structural basis. (Jin10)
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