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Liu Jinjin, chief Chinese stock strategist at Goldman Sachs, and his team released the latest report saying that since the “DeepSeek moment” in early 2025, listed companies related to artificial intelligence in China have created a market value of nearly 5 trillion US dollars through rising stock prices and IPOs. Currently, AI stocks account for 42% of the total market value of A-shares and Hong Kong stocks, and 57% of the total turnover. The report also said that China has always been a key exporter of the global AI supply chain, accounting for about 50% of the global market share in some AI power and infrastructure sectors. With the advancement of domestic AI technology, China has gradually established an AI value chain with internal circulation. The value chain also covers advanced semiconductors, large language models, and application layers.
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Liu Jinjin, chief Chinese stock strategist at Goldman Sachs, and his team released the latest report saying that since the “DeepSeek moment” in early 2025, listed companies related to artificial intelligence in China have created a market value of nearly 5 trillion US dollars through rising stock prices and IPOs. Currently, AI stocks account for 42% of the total market value of A-shares and Hong Kong stocks, and 57% of the total turnover. The report also said that China has always been a key exporter of the global AI supply chain, accounting for about 50% of the global market share in some AI power and infrastructure sectors. With the advancement of domestic AI technology, China has gradually established an AI value chain with internal circulation. The value chain also covers advanced semiconductors, large language models, and application layers.
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