The data & cloud and software sectors & applications emerge as the most strategic in this phase of the AI cycle, with a strong growth potential.
Goldman Sachs It highlights the opportunities to monetize the positive impact of artificial intelligence (AI) on Asian markets, emphasizing that offshore market actions, that is, Out of continental Chinathey are experiencing greater exposure to AI compared to the A-Shares.
This factor has been key to explaining, in part, its superior performance in the last month. According to Goldman’s analysis, actions in these offshore markets They have a competitive advantage in terms of innovation and adoption of advanced technologies related to AI.
In addition, the firm points out that among the main rates of the region, those most focused on artificial intelligence include Hang Seng Tech Index, CSI 1000, Chinext and the Star50. These indices stand out for their particular approach in key sectors such as data & cloud and software & applications, areas that have benefited from the AI boom. The firm emphasizes that, as technology continues to progress, these sectors will continue to be the main growth drivers in the coming years.
Investor attention
In terms of investment strategies, Goldman Sachs has expressed his preference for data & cloud and software & applications, which considers the most promising in this phase of the AI cycle. To facilitate a more precise and directed investment, the firm has created various portfolios adapted to the Asia-Pacific region, providing investors the possibility of focusing on specific areas with high growth potential promoted by AI.
Goldman Sachs 1200.jpg
Among the most prominent recommendations of Goldman Sachs is his new GS Select China AI Portfolio, a portfolio composed of 30 companies that have received the ‘purchase’ recommendation. These companies have been selected of six thematic categories and are designed to provide a more complete and balanced exhibition to the different stages of the development of artificial intelligence in China. With this portfolio, Goldman Sachs seeks to offer investors a diversified and aligned option with the most relevant trends in the Asian market.
Source: Ambito
David William is a talented author who has made a name for himself in the world of writing. He is a professional author who writes on a wide range of topics, from general interest to opinion news. David is currently working as a writer at 24 hours worlds where he brings his unique perspective and in-depth research to his articles, making them both informative and engaging.
