TechFlow, on June 5, according to Jinshi Data, Goldman Sachs' Chief Asia-Pacific Equity Strategist Timothy Moe said in an interview that they will maintain an "overweight" rating on Chinese stocks. Timothy Moe pointed out that with the innovation and breakthroughs brought by DeepSeek, market focus has shifted from hardware to software and applications—precisely China's strength—and this is one of the reasons why Goldman Sachs is increasing its exposure to the Chinese market and particularly optimistic about China.
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