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Investment bank Goldman Sachs said that China is an integral part of the global AI stock investment landscape, yet international investors “clearly underallocate” Chinese AI stocks, especially in terms of electricity, infrastructure, and physical intelligence/physical AI.

Zhitongcaijing·07/13/2026 05:09:04
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Investment bank Goldman Sachs said that China is an integral part of the global AI stock investment landscape, yet international investors “clearly underallocate” Chinese AI stocks, especially in terms of electricity, infrastructure, and physical intelligence/physical AI.