DeepSeek has changed everything! Goldman Sachs has proposed a new framework for investing in the Chinese stock market.

First, Goldman Sachs divides the total market value of 14 trillion dollars of China Stocks into two main categories: AI Technology and non-Technology. Second, within the AI Technology sector, the 6 trillion dollars in market value is further subdivided into Semiconductors (including Software design), Infrastructure (Hardware, Data Storage, Cooling System), Data and Cloud (such as Internet platform companies), and Software and Applications (self-driving, Biotechnology, humanoid Robots, Internet service providers, etc.). Third, in the non-Technology sector, the 7 trillion dollars in market value is classified into income enhancers and productivity enhancers. Finally, Goldman Sachs ranks various sub-industries and thematic groups according to their relative price sensitivity to NVIDIA and META, allowing for a better understanding of China's Industry and the level of Trade of AI agents in the two dominant trends in the Technology world - capital expenditure and application.

wallstreetcn20:40 ET

Express News | TSMC's Boarding Meeting Will Be Held in America for the First Time, There Are Some Questions Matter

Moomoo 24/7Feb 11 22:01 ET

The market maintains a rebound structure with fluctuations upward, paying attention to the rotational opportunities within the broad Technology sector.

Track the entire lifecycle of the main sector.

cls.cnJan 19 20:21 ET

The investigation authorities will legally initiate an investigation into the import of American chips, and the process of Semiconductors localization is expected to accelerate.

On January 16, during a press conference, the Ministry of Commerce stated that American companies' low stock price exports of related mature process chip products to China will be reviewed by the investigating authorities in accordance with relevant Chinese laws and regulations, following WTO rules, and an investigation will be initiated in accordance with the law. Research reports from Minsheng Securities point out that the urgent need for self-controllable demand in the core links of Semiconductors, and domestic manufacturers that continue to make breakthroughs in advanced manufacturing will usher in significant development opportunities.

cls.cnJan 16 19:20 ET

Express News | Semiconductor Stocks Continue to Rise in Overnight Trading

Moomoo 24/7Jan 16 01:46 ET

Express News | Biden unveils the latest round of AI chip curbs aimed at China and Russia. Nvidia, ASML, and TSMC fall more than 2%.

Moomoo 24/7Jan 13 06:25 ET