PremiumGoldman "Cautiously Optimistic" On China Tech As DeepSeek Fuels Bullish Bets
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Goldman's Hailey He remains "cautiously optimistic" about Chinese stocks, noting that "AI enthusiasm sparked by Deepseek" has driven tech shares into a bull market.
On Friday, China had a solid session with SHCOMP +1%, CSI 300 +1.3%, and HSI +1.2% as technology companies outperformed on AI tailwinds.
HK shares gained 4.5% for the week, marking the best weekly performance since the first week of October. Key drivers of this bullish price action included EV, AI, and robotics stocks—all amid a week in which the tit-for-tat trade war between the US and China escalated.