Goldman Sachs stated that Chinese AI-related companies have created a market value of nearly 5 trillion USD

Goldman Sachs Chief China Equity Strategist Liu Jinjun and his team released a report stating that since the "DeepSeek Moment" at the beginning of 2025, Chinese AI-related listed companies have created a market value of nearly $5 trillion through stock price increases and IPOs. Currently, AI stocks account for 42% of the total market capitalization in the A-shares and Hong Kong stock markets, and 57% of the total trading volume.

The report also mentioned that China has always been a key exporter in the global AI supply chain, holding about 50% of the global market share in certain AI power and infrastructure sectors. With the advancement of domestic AI technology, China has gradually established an internal circulation AI value chain that encompasses advanced semiconductors, open-weight large language models, and application layers.