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Goldman Sachs projects that Chinese corporate profits will likely grow by 14% in the coming year and 12% in 2027. This upward trajectory is anticipated to provide a significant lift to the stock market, with the investment bank reaffirming its forecast that the Chinese stock market could climb 38% by 2027. Goldman Sachs notes that despite a recent reevaluation, the valuation of China's AI technology ecosystem remains comparatively low when set against that of the United States. In the aftermath of the pandemic, emerging consumption and service-oriented companies have outperformed their traditional counterparts, achieving a lead of 39 percentage points this year. Moreover, within the context of the "anti-involution" policy framework, sectors such as cement, photovoltaic, and chemicals are poised to receive policy backing, presenting appealing investment valuations.
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