Goldman Sachs, China and DeepSeek

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.
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 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. Chinese tech stocks have been on a strong rally,
China’s DeepSeek-led AI emergence to draw US$200 billion into stocks: Goldman Sachs
The bank raises its 12-month targets for the MSCI China and CSI 300 indexes, implying a 16 to 19 per cent upside from current levels.
Goldman Sachs Sees China’s AI Sector Surging Past $200bn With DeepSeek Leading the Charge
Goldman Sachs has projected a substantial uplift in China's artificial intelligence (AI) sector, estimating that widespread AI adoption could enhance Chinese earnings per share by 2.5% annually over the next decade.
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 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
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.
Goldman Raises MSCI China Target as DeepSeek Improves Outlook
Strategists at Goldman Sachs Group Inc. expect a blistering rally in Chinese equities to continue, as the emergence of ...
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Top Goldman Sachs AM quant 'excited' about DeepSeek breakthrough
The global head of quantitative investment strategies at Goldman Sachs Asset Management has downplayed fears over DeepSeek, ...
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Why Goldman Sachs says the DeepSeek plunge doesn't point to the start of a big stock market correction
Goldman Sachs said. The market sold off to start the week as investors reacted to the jarring debut of DeepSeek, an AI app from a Chinese startup that challenged some of the core tenets of the ...
What is DeepSeek, and why is it causing Nvidia and other stocks to slump?
Chinese startup DeepSeek has debuted an AI app that challenges OpenAI's ChatGPT and other U.S. rivals, sending a shock ...
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DeepSeek’s lower-cost AI model could supercharge adoption, use cases: Goldman Sachs
DeepSeek’s AI model is good news for adoption across companies because it could significantly bring down the cost for ...
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 ...
'Buy China, Sell India' tactical trade rises on DeepSeek-led AI boom, delayed Trump tariffs
The Chinese government's initiatives, cheap equity valuations, and technology thrust are likely to keep foreign capital ...
Tariffs might have greater impact on AI capex than DeepSeek – GS
Changes in AI-related capital expenditures could see limited near-term implications despite DeepSeek scares, according to Jan ...