Goldman Sachs: China's AI stocks are still far from forming a bubble

NightAirdropper · 2026-03-02T17:00:51+00:00

Goldman Sachs analysts say that Chinese artificial intelligence stocks are not showing signs of a bubble, and they expect generative AI to boost labor productivity by 8%. By 2035, AI could generate $16 trillion in revenue for Chinese companies, increasing corporate profits by three percentage points, emphasizing the importance of investing in AI.

NightAirdropper

2026-03-02 17:00:51

Abstract generation in progress

Goldman Sachs analysts stated in a research report that China’s artificial intelligence (AI) stocks are far from a bubble. They expect generative AI to boost China’s labor productivity by a cumulative 8% over the next 10 years. Goldman Sachs estimates that AI could create new revenue opportunities, and by 2035, the total revenue of Chinese companies globally could reach up to $16 trillion. Meanwhile, through cost savings and efficiency improvements, widespread AI adoption over the next decade could increase Chinese companies’ profits by three percentage points annually. Goldman Sachs also noted that not investing in China’s AI could be a risk, as AI is arguably at the core of China’s next five-year plan.

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