Goldman "Cautiously Optimistic" On China Tech As DeepSeek Fuels Bullish Bets

Goldman's Hailey He remains "cautiously optimistic" about Chinese stocks, noting that "AI enthusiasm sparked by Deepseek" has driven tech shares into a bull market. 

On Friday, China had a solid session with SHCOMP +1%, CSI 300 +1.3%, and HSI +1.2% as technology companies outperformed on AI tailwinds.

HK shares gained 4.5% for the week, marking the