DeepSeek keeps boosting Chinese tech stocks. Goldman Sachs says this upswing could be different.
Recent Chinese technology breakthroughs are more "micro- and innovation-driven in nature," wrote analysts at Goldman Sachs.
Beijing embraces DeepSeek to lead AI adoption as it looks for new growth drivers
DeepSeek's rise came as a timely confidence boost as the Chinese leadership faces a prolonged economic gloom and a brewing ...
Goldman Raises MSCI China Target as DeepSeek Improves Outlook
Strategists at Goldman Sachs Group Inc. expect a blistering rally in Chinese equities to continue, as the emergence of ...
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DeepSeek’s lower-cost AI model could supercharge adoption, use cases: Goldman Sachs
The Chinese startup’s offering could trigger what economists call the Jevons paradox, by removing the barrier to entry to ...
Deepseek's promise in China comes with a workforce warning: Goldman Sachs
Goldman Sachs anticipates that by 2030, it estimated that AI-driven advancements could contribute an additional 0.2 to 0.3 ...
Tariffs might have greater impact on AI capex than DeepSeek – GS
Explore Goldman Sachs' revised AI investment forecasts, tariff impacts on capex, and strategies companies are employing to ...
Goldman Sachs Raises China Stock Market Target on AI Boost
On Monday, Goldman raised its 12-month target price for China's CSI300 index to 4,700 from 4,600. It also raised its price ...
Investors pump billions into China as DeepSeek unleashes AI bulls
Hedge funds are ramping up exposure to Chinese equities from depressed levels, with mainland investors aggressively buying ...
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DeepSeek keeps boosting Chinese tech stocks. Goldman Sachs says this upswing could be different.
But it could be different this time, analysts at Goldman Sachs wrote in a Monday note. DeepSeek R-1 — the AI company's newest flagship model, which is seen as globally competitive and cost ...