China, Goldman Sachs and AI

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.
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 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.
DeepSeek-led AI to raise China’s economic growth but threaten jobs: Goldman Sachs
While AI and robotics could ‘provide an answer to the ageing society’, related technology could disrupt China’s job market at a sensitive time.
DeepSeek keeps boosting Chinese tech stocks. Goldman Sachs says this upswing could be different.
Recent Chinese technology breakthroughs are more "micro- and innovation-driven in nature," wrote analysts at Goldman Sachs.
Tariffs might have greater impact on AI capex than DeepSeek – GS
Explore Goldman Sachs' revised AI investment forecasts, tariff impacts on capex, and strategies companies are employing to ...
Beware of Chinese stocks AI siren song
Chinese stocks look dangerously alluring. President Xi Jinping's meeting with technology tycoons on Monday capped a rally for ...
Goldman, SoftBank Back AI Startup Tines Valued at $1.13 Billion
Goldman Sachs Group Inc.’s growth equity unit led a $125 million funding round for software startup Tines Security Services ...
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WIF To Surge After 20% Decline In 7 Days? Former Goldman Sachs Exec Reveals Why This Hidden Meme Coin Could Be 2025’s Biggest Crypto Play
After a sharp 20% drop, is WIF poised for a comeback? A former Goldman Sachs exec uncovers why the hidden meme coin FloppyPepe (FPPE) could be the breakout crypto 2025.
Investors pump billions into China as DeepSeek unleashes AI bulls
Hedge funds are ramping up exposure to Chinese equities from depressed levels, with mainland investors aggressively buying ...
10 High-Flying AI Stocks on News and Ratings
Goldman Sachs raised its target price for Chinese stocks today. They estimate that AI adoption could significantly boost ...
The Rise Of The Hybrid Workforce: Humans And AI Working Together
We are moving from the hybrid workplace, with the flexibility to work where and when you want, to the hybrid workforce, where ...