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Goldman Sachs Details China's Dual AI Investment Themes: Export-Oriented and Domestic Demand-Driven, Both with Considerable Investment Value
Goldman Sachs' latest report categorizes China's AI investment opportunities into export-oriented AI companies and domestic AI leaders driven by internal demand. Export-oriented companies saw cumulative returns of 126% from early 2025 to June 2026 but recently experienced a 23% pullback; domestic AI companies demonstrated stronger resilience, outperforming by approximately 10 percentage points.
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Disclaimer: This content reflects the author's personal views only and does not constitute investment advice.
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Next: Goldman Sachs: China's AI-related industry's total addressable market is expected to reach $3-4 trillion by 2030.
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