Goldman Sachs: Allocating Chinese AI assets has become a necessary means of hedging risks in traditional industries.

The Goldman Sachs report pointed out that Chinese AI is forming an investment theme independent of global technology stocks, and its potential economic benefits are severely underestimated. Allocating assets in Chinese AI has become a necessary means to hedge risks in traditional industries. Different from the US-dominated semiconductor and model layers, China has significant global comparative advantages in the fields of electricity, infrastructure, and physical AI. Currently, the allocation of global funds to Chinese AI assets is extremely low, but once the capital market starts correcting this deviation, it will bring significant inflows of funds.