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

K-LinePoet · 2026-03-04T13:14:33+00:00

Goldman Sachs analysts believe that China's artificial intelligence stocks still have room for growth, expecting generative AI to boost labor productivity by 8% over the next 10 years and potentially generate $16 trillion in revenue for Chinese companies by 2035. Widespread adoption of AI will increase corporate profits by 3 percentage points annually, and those who do not invest in AI may face risks.

K-LinePoet

2026-03-04 13:14:33

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 deliver an 8% cumulative boost to China’s labor productivity over the next 10 years. Goldman Sachs estimates that AI could create new revenue opportunities, with Chinese companies potentially reaching a total global revenue of up to $16 trillion by 2035. Meanwhile, through cost savings and efficiency improvements, the widespread adoption of AI over the next decade could increase Chinese corporate profits by three percentage points annually. Goldman Sachs also noted that, in fact, not investing in China’s AI could be a risk, as AI is arguably at the core of China’s next five-year plan’s overall policy. (Sina Finance)

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