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Goldman Sachs: Maintain an Overweight rating for A-shares, and recommend allocating to high-quality Hong Kong-listed internet blue chips

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Jinse Finance reported that on July 13, Goldman Sachs released its latest research report, maintaining its stance of being overweight A-shares. This year’s market has seen extreme divergence: A-share hard technology has posted a significant outperformance over Hong Kong-listed internet stocks. Goldman Sachs judged that there is no bubble overall in A-share AI, but that valuations in sub-sectors such as semiconductors are too high, and investors should remain alert to the risks associated with excessively high trading concentration. Goldman Sachs also pointed out that Hong Kong-listed internet stocks have shown a short-term rebound. Current share prices have already fully priced in pessimistic expectations regarding AI investment losses and pressure on core business performance. As subsidies narrow and monetization of cloud and AI applications accelerates, profits in the second and third quarters are expected to see a turning point. The report suggests gradually building positions in high-quality Hong Kong-listed internet leaders. From a capital perspective, hedge funds are heavily positioned in the Korea and Taiwan markets, but emerging market funds have begun to overweight China. (Jintin)
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