Goldman Sachs, DeepSeek and China

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
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 Raises China Stock Market Target on AI Boost
On Monday, Goldman raised its 12-month target price for China's CSI300 index to 4,700 from 4,600. It also raised its price target for MSCI China to 85 from 75. The blue-chip index was last at 3,954.
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.
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 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
Beijing embraces DeepSeek to lead AI adoption as it looks for new growth drivers
DeepSeek's rise came as a timely confidence boost as the Chinese leadership faces a prolonged economic gloom and a brewing ...
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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, ...
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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DeepSeek’s lower-cost AI model could supercharge adoption, use cases: Goldman Sachs
The Chinese startup’s offering could trigger what economists call the Jevons paradox, by removing the barrier to entry to ...
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 ...
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 ...
Lenovo reshuffles leadership amid AI-driven growth and DeepSeek adoption
Lenovo Group, the world's largest maker of personal computers, has reshuffled its board and named a new chief financial ...
Jackpot or a risky gamble: Goldman Sachs predicts $200 billion AI windfall in China, but advises investors to stay cautious
Artificial intelligence has already made a significant impact on the American markets for the better part of last year, and ...