Goldman Sachs: Chinese AI Emerges as One of the Most Compelling Growth Narratives in Tech Today

BlockBeats News, July 9th - In the "Investment Strategy: Long the Chinese AI Value Chain" report, Goldman Sachs analyst Louis Mille wrote: "The Chinese AI industry has officially entered our field of vision." This is because of "massive state support, surging global demand, and an unprecedented convergence of structural capital rotation, making Chinese AI one of the most remarkable growth stories in today's technology sector." Goldman Sachs put forward three key points to support its investment thesis: severe misalignment between the market value of Chinese AI companies and market space, ample room for valuation upside; the Chinese AI industry chain has a unique competitive advantage that is undervalued by the market; the performance of the Chinese AI sector is relatively stronger compared to other Chinese assets, with funds undergoing structural allocation."