China, Goldman Sachs and Deepseek

DeepSeek-led AI adoption offers China an opportunity to boost its sputtering growth
DeepSeek's rise came as a timely confidence boost as the Chinese leadership faces a prolonged economic gloom and a brewing trade war with U.S.
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'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
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.
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.
Goldman Sachs Raises China Stock Targets Amid AI-Driven Optimism
Goldman Sachs has raised its 12-month target price for Chinese stocks, citing the potential of AI adoption to significantly boost earnings growth and attract up to $200 billion in capital inflows. The investment
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.
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.
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 some of the country's biggest private-sector firms. His show of support ...
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Why China's tech market is back in business
The rise of China's DeepSeek AI model is boosting Chinese tech firms including Alibaba, Baidu, and Xiaomi.
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 ...