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理想汽车:新一代理想L6产品发布会定档7月16日。
2026-07-09
理想汽车:新一代理想L6产品发布会定档7月16日。
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2026-07-09
China Southern 2x Long Samsung Electronics (07747) rose 6.6%; China Southern 2x Long SK Hynix (07709) rose more than 15%.
China Southern 2x Long Samsung Electronics (07747) rose 6.6%; China Southern 2x Long SK Hynix (07709) rose more than 15%.
2026-07-09
Goldman Sachs analyst Louis Mille, in a report titled Investment Strategy: Long China AI Value Chain, says China’s AI industry has entered the firm's radar driven by large-scale state support, a surge in global demand and an unprecedented convergence of structural capital rotation. Goldman highlights three market takeaways: China AI companies’ market caps are materially misaligned with the addressable market, implying significant upside to valuations; the China AI value chain possesses unique, m
Goldman Sachs analyst Louis Mille, in a report titled Investment Strategy: Long China AI Value Chain, says China’s AI industry has entered the firm's radar driven by large-scale state support, a surge in global demand and an unprecedented convergence of structural capital rotation. Goldman highlights three market takeaways: China AI companies’ market caps are materially misaligned with the addressable market, implying significant upside to valuations; the China AI value chain possesses unique, market-underestimated competitive advantages; and the China AI sector is outperforming other Chinese assets and drawing structural capital allocation.
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