Goldman Sachs, China

Goldman says AI could be a $200 billion game changer for China markets. But here’s why investors shouldn’t rush in.
China stocks are starting to feel the benefits of AI, but Goldman Sachs says there are reasons not to rush in.
Goldman Sachs raises China stock market target on AI boost
Goldman Sachs raised its target price for Chinese stocks on Monday, estimating that AI adoption could boost earnings growth and potentially bring in $200 billion of inflows. Chinese tech stocks have been on a strong rally,
Goldman Raises MSCI China Target as DeepSeek Improves Outlook
Strategists at Goldman Sachs Group Inc. expect a blistering rally in Chinese equities to continue, as the emergence of DeepSeek sparks optimism over the country’s technological advancements.
Deepseek's promise in China comes with a workforce warning: Goldman Sachs
Goldman Sachs anticipates that by 2030, it estimated that AI-driven advancements could contribute an additional 0.2 to 0.3 percentage points to the expansion of China's economy
Goldman Sachs Raises China AI Growth Forecast, Citing Faster Adoption
Goldman Sachs analysts have revised their forecast for Chinas AI-driven economic growth, projecting a faster adoption rate and a greater impact on GDP than previously expected. The bank now estimates AI will boost
China’s DeepSeek-led AI emergence to draw US$200 billion into stocks: Goldman Sachs
The bank raises its 12-month targets for the MSCI China and CSI 300 indexes, implying a 16 to 19 per cent upside from current levels.
China’s AI expansion gains speed, economic impact rising- Goldman Sachs
Analysts now expect China to integrate AI into production processes faster, mirroring adoption patterns in developed markets. They anticipate that AI-related capital expenditures in China will rise sharply between 2025 and 2027, with total AI-related spending approaching 1% of GDP by the end of the decade.
China home prices extend drop in January as Goldman, Nomura call for revival measures
Prices in 70 mainland cities weakened in January from a year earlier, suggesting more time and support measures are needed to ...
China stocks seen ready for sea change as Xi's tech detente lifts sentiment
The case for buying Chinese stocks - particularly tech shares - is improving, perhaps enough to tempt back long-term ...
Why China's tech market is back in business
The rise of China's DeepSeek AI model is boosting Chinese tech firms including Alibaba, Baidu, and Xiaomi.
Investors piling into China as DeepSeek unleashes AI bulls
Hedge funds are ramping up exposure to Chinese equities from depressed levels, with mainland investors aggressively buying ...
Hong Kong stocks rise on Goldman's DeepSeek-led upgrade, Beijing tech meeting
Hong Kong stocks jumped on Monday towards a five-month high after Goldman Sachs raised its targets for Chinese equities, betting that a faster adoption of artificial intelligence (AI) will propel ...