Goldman Sachs: China's AI Industry Chain Possesses Unique Competitive Advantages Underestimated by the Market

DeepTech TechFlow reports that on July 9, in a report titled *"Investment Strategy: Going Long on China's AI Value Chain"*, Goldman Sachs analyst Louis Mille wrote: "China's AI industry has officially entered our radar." The reasoning lies in the "unprecedented combination of large-scale national support, surging global demand, and structural capital rotation, making China's AI one of the most compelling growth stories in today's tech sector." Goldman Sachs highlighted three key points to support its investment thesis: the severe mismatch between the market capitalization of Chinese AI companies and their market potential, leaving ample room for valuation growth; the unique competitive advantages of China's AI industry chain, which have been underestimated by the market; and the stronger performance of China's AI sector relative to other Chinese assets, with structural capital inflows increasing. (Jin10)