Goldman Sachs calls for bullish positions on China's AI: global funds have allocated only 1.2% to a sector with a $4 trillion market capitalization

Goldman Sachs recommends going long on China's AI value chain, betting on the misalignment between revenue contribution and global positioning.

BlockBeatsJul 9 15:37

U.S. Stocks Move | Major Chinese ADRs Rise Broadly; Kingsoft Cloud (KC.US) Up 10%

On Wednesday, the Nasdaq Golden Dragon China Index rose 2.76%, with major Chinese ADRs broadly advancing. Alibaba (BABA.US) gained over 10%, and Kingsoft Cloud (KC.US) rose 10%.

Zhitong FinanceJul 8 22:16

Vianet Secures Strong Shareholder Backing at AGM, Confirms Dividend and Buyback Powers

TipRanksJul 7 20:42

Deutsche Bank Initiates 21Vianet(VNET.US) With Buy Rating, Announces Target Price $12.5

Futu NewsJul 7 19:34 · Ratings

The Broader AI Infrastructure Trade

Seeking AlphaJun 27 02:58

Survey on the Current State of the 'Token Capital': Hundreds of Billions in Capital Inflows, Initial Steps in Power-Computing Integration

① Computing power companies have successively made large-scale investments in data centers in Ulanqab, creating an impressive spectacle; ② Ulanqab has already begun exploring synergies between computing and power systems, with a key focus on how power generation, grid operators, and computing providers can achieve mutual benefits.

cls.cnJun 26 20:07