Goldman Sachs is maintaining its overweight calls on China H-shares and A-shares — those listed in Hong Kong and on the ...

Artificial intelligence stocks were stock market darlings in 2024. Investors clamored to add AI stocks to portfolios ...

Recent Chinese technology breakthroughs are more "micro- and innovation-driven in nature," wrote analysts at Goldman Sachs.

Global hedge funds continued to sell China equities for a fourth straight week as the renewed enthusiasm for Chinese tech ...

Hedge funds reduce China equity exposure for the 4th week, with macro products & single stocks leading sales. Explore the ...

If you cannot fight them, join them, is the mantra among Chinese mom-and-pop investors who are embracing DeepSeek and other ...

DeepSeek’s artificial intelligence breakthrough is stirring up China’s venture capital world after three straight years of ...

"In our view this is a correction and not the start of a sustained bear market," Goldman Sachs said. DeepSeek sparked a $1 trillion market rout on Monday.

This means data center occupancy for this infrastructure is projected to increase from around 85% in 2023 to a potential peak ...

The launch of the Chinese AI chatbot DeepSeek on January 29th raised questions ... wondering what's next. Recently, Goldman Sachs weighed in on the matter, laying out the AI stocks it thinks ...