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Goldman Sachs: International Investors Underallocated to Chinese AI Stocks, Which Account for 11% of Global AI Market Value

AI Industry News Stocks

2026-07-13 07:43:19

GS-0.84%

Goldman Sachs on July 13 said international investors are underallocated to Chinese artificial intelligence stocks, dismissing views that China's AI sector is in a bubble. The bank noted that China comprises 11% of global AI-related market value and 18% of global AI-related revenue, making it an indispensable part of the global AI investment landscape. Goldman Sachs highlighted that investors lack sufficient exposure to Chinese AI stocks, particularly in power, infrastructure, and embodied AI sectors, where Chinese companies maintain competitive advantages.

Disclaimer: The information on this page may come from third-party sources and is for reference only. It does not represent the views or opinions of Gate and does not constitute any financial, investment, or legal advice. Virtual asset trading involves high risk. Please do not rely solely on the information on this page when making decisions. For details, see the Disclaimer.

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