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<Research>G Sachs Lists CN AI Investment Portfolios (Table)
Recommend
186
Positive
273
Negative
156
Goldman Sachs published a China market strategy report, showing its screened list of Chinese AI investment portfolios:

(1) Data and Cloud
TENCENT (00700.HK)
Alibaba (BABA.US)
Pinduoduo (PDD.US)
JD.com (JD.US)
Baidu (BIDU.US)
KUAISHOU-W (01024.HK)
New Oriental Education & Technology (EDU.US)
TAL Education (TAL.US)
Bilibili (BILI.US)

Related NewsCICC Lifts JD HEALTH (06618.HK) TP to $41.8 as 2024 Results Beat
(2) Software and Applications
MEITUAN-W (03690.HK)
NetEase (NTES.US)
Trip.com (TCOM.US)
KINGSOFT OFFICE (688111.SH)
Li Auto (LI.US)
Yum China (YUMC.US)
TUOPU GROUP (601689.SH)
JD HEALTH (06618.HK)
FOCUS MEDIA (002027.SZ)

(3) Semiconductor
NAURA (002371.SZ)
WILL (603501.SH)
GIGADEVICE (603986.SH)

(4) Infrastructure and Momentum
CATL (300750.SZ)
XIAOMI-W (01810.HK)
Foxconn Industrial Internet (601138.SH)

Related NewsJPM Foresees IaaS Value Chain to Keep Outperformance, Recommends BABA-W & KUAISHOU-W
(5) Non-tech Income Enhancers
PING AN (02318.HK)
ANTA SPORTS (02020.HK)
BOSIDENG (03998.HK)

(6) Non-tech Benefit Enhancers
BEKE (BEKE.US)
TONGCHENGTRAVEL (00780.HK)
CICC (03908.HK)
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