律动BlockBeats
律动BlockBeats|7月 09, 2026 04:39
Goldman Sachs: China's AI has become one of the most prominent growth narratives in today's technology field According to BlockBeats, on July 9th, in the report "Investment Strategy: Long China AI Value Chain", Goldman Sachs analyst Louis Mille wrote: "The Chinese AI industry has officially entered our field of vision. The reason for this is that the unprecedented combination of large-scale state support, surging global demand, and structural capital rotation has made Chinese AI one of the most remarkable growth stories in today's technology field. Goldman Sachs has put forward three key points to support its investment argument: there is a serious mismatch between the market value and market space of Chinese AI companies, and there is ample room for upward valuation; The Chinese AI industry chain has a unique competitive advantage that has been underestimated by the market; The performance of China's AI sector is relatively stronger compared to other Chinese assets, with a positive structural increase in funding allocation.
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