TechFlow reports, on July 9, in a report titled "Investment Strategy: Long China AI Value Chain," Goldman Sachs analyst Louis Mille wrote: "China's AI industry has officially come into our view." The reason lies in "the unprecedented combination of substantial state support, surging global demand, and structural capital rotation, making China AI one of the most compelling growth stories in the tech sector today."
Goldman Sachs proposed three key points to support its investment thesis: China AI companies' market capitalization is severely mismatched with market potential, with sufficient upside valuation potential; China's AI industry chain possesses unique competitive advantages underestimated by the market; China AI sector performance is stronger relative to other Chinese assets, with capital structurally increasing allocation. (Jin10)
