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

2026-07-09 04:43:23

Abstract generation in progress

BlockBeats News, July 9 — In the report "Investment Strategy: Long China AI Value Chain," Goldman Sachs analyst Louis Mille wrote: "China's AI industry has officially entered our radar." The reason is "the unprecedented combination of large-scale national support, surging global demand, and structural capital rotation has made China's AI one of the most compelling growth stories in today's technology sector." Goldman Sachs proposed three key points to support its investment thesis: Chinese AI companies have a severe mismatch between market capitalization and market space, leaving ample room for valuation upside; the Chinese AI industry chain possesses unique competitive advantages that are underestimated by the market; China's AI sector has performed more strongly relative to other Chinese assets, with capital flowing in structurally.

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