Goldman Sachs report says China's AI related listed companies created nearly 5000000000000 USD
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Goldman Sachs report says that China's AI related listed companies created nearly 5000000000000 USD in market value.
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Viewpoint:AI reshaping the landscape of China's stock market, with related listed companies creating nearly 5000000000000 USD
PANews October 13 news, Goldman Sachs' chief China equity strategist Liu Jinjin and his team released a latest report stating that, since the 2025“DeepSeek moment” at the beginning of the year, Chinese artificial intelligence (AI)-related listed companies have created market value through share-price gains and IPO nearly 5000000000000 USD. Currently,AI stocks account for 42%of the total market capitalization of A-shares and Hong Kong stocks, and 57%of total trading value. The report also stated that China has long been a key global exporter in AI supply chains, accounting for approximately AI of the global market share in certain 50%power and infrastructure sectors. With advances in domestic AI technology, China has gradually established an internally circulating AI value chain, which also encompasses advanced semiconductors, (open-weight) large language models, and the application layer.
Goldman Sachs' chief China equity strategist Liu Jinjin and his team released a report.
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The report stated that, since the 2025“DeepSeek moment” at the beginning of the year, China's AI related listed companies created IPO nearly in market value through share-price gains and 5000000000000 USD。
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The report stated that AI stocks account for 42%of the total market capitalization of A-shares and Hong Kong stocks, and 57%。
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The report stated that China accounts for approximately AI of the global market share in certain 50%。
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The report stated that China has gradually established a AI value chain encompassing advanced semiconductors, open-weight large language models, and the application layer.
AI-assisted interpretation
The following is analysis, separate from reported facts. Verify important claims independently.
This content relays the views of the Goldman Sachs team:AI related stocks have become an important component of the A-share and Hong Kong stock markets, and China's AI industry chain covers semiconductors, large language models, and the application layer.
Why it matters to readers
If the statistical definitions and data in the report are valid,AI the sector's relatively high shares of market capitalization and trading value in the relevant markets indicate that the theme has attracted considerable market attention.
Readers should distinguish between views attributed to the report and independently verified data, and pay attention to the statistical definitions of market capitalization, trading value, and market share.
Risks and unknowns
The original text does not specify the precise statistical definitions of data such as nearly 5000000000000 USD、42%、57%and 50%.
The provided content does not include the original Goldman Sachs report or independently verified materials.
AI The original text does not explain whether technological advances will lead to sustained profitability and commercialization.
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