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Goldman Sachs China Stocks: 10 Stocks to Buy

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In this article, we will look at the Goldman Sachs China Stocks: 10 Stocks to Buy.

Goldman Sachs analysts remain bullish about Chinese stocks, as the Yuan continues to strengthen at the back of US dollar Weakness. According to the analysts, the stocks have shown resilience amid the ongoing trade spat with the US. Consequently, the analysts expect every 1% appreciation in Yuan to boost Chinese equities by 3%. Improved corporate earnings outlook and stronger foreign inflows are other factors that should continue to drive Chinese equities in the market.

Morgan Stanley is also bullish on Chinese equities. Morgan Stanley strategist Kinger Lau and colleagues wrote:

“Chinese stocks tend to perform well when the currency rises. The outlook for the currency lends support to their overweight stance,”

The Chinese stock index MSCI China Index has recouped all its losses since President Donald Trump’s April 12 Tariff offensive. Likewise, Chinese assets have benefited from diversification away from the US markets amid the tariff and tax cuts concerns.

Goldman Sachs expects Chinese stocks to outperform on the government’s recent pivot to supporting the private economy. Additionally, Goldman Sachs expects artificial intelligence to be the foundation of most Chinese companies. Consequently, companies with capital to invest in AI research and infrastructure are well-positioned to remain competitive in the long run.

With that in mind, let’s take a look at Goldman Sachs China Stocks: 10 Stocks to Buy.

A senior executive looking up at a large boardroom filled with the stocks their company manages.

Our Methodology

To make the list of Goldman Sachs China Stocks: 10 Stocks to Buy, we scanned the markets focusing on stocks of Chinese companies that Goldman Sachs remains bullish on. We focused on stocks with significant upside potential and that were popular among elite hedge funds. Finally, we ranked the stocks in ascending order based on Goldman Sachs Group Inc.’s stakes in them, as of Q1 2025.

Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).

Goldman Sachs China Stocks: 10 Stocks to Buy

10. Pony AI Inc. (NASDAQ:PONY)

Number of Hedge Fund Holders: 13

Goldman Sachs Equity Stake: $139,400

Pony AI Inc. (NASDAQ:PONY) is one of Goldman Sachs’ top Chinese stock picks. On June 17, the Chinese autonomous driving company unveiled its seventh generation Robotaxi at the 2025 International Automotive & Supply Chain Expo in Hong Kong.

Marking the company’s first debut in the city, the Gen 7 robotaxi showcases the company’s advancement in autonomous driving hardware and software. The Robotaxi utilizes 100% automotive-grade components and boasts a 70% cost reduction in its autonomous driving kits. It is also designed for adaptability and supports integration across various vehicles.

The Robotaxi has 34 sensors spanning six categories to offer comprehensive detection coverage from 360-degree blind support monitoring to identifying objects 650 meters away. Therefore, autonomous taxis can operate in urban and intercity environments, including highways, ring roads, and airports.

A successful deployment in Hong Kong would enable Pony.ai’s robotaxis to move through several GBA zones, including train stations and airports, facilitating smooth interstate autonomous transportation. It is also expected to improve citizens’ mobility with convenient, safe, and dependable self-driving services.

Pony.ai is the only company authorized to operate autonomous ride-hailing services in China’s tier-I cities. Therefore, adding the Gen-7 robotaxi will expand the company’s fleet. The company plans to have over 1,000 vehicles by the end of 2025.

Pony AI Inc. (NASDAQ:PONY) is a global autonomous driving technology company that develops and commercializes self-driving systems for vehicles. It specializes in building the safest autonomous driving capabilities and aims to revolutionize transportation.

9. Dada Nexus Ltd (NASDAQ:DADA)

Number of Hedge Fund Holders: 17

Goldman Sachs Equity Stake: $512,554

Dada Nexus Ltd (NASDAQ:DADA) is one of Goldman Sachs’ top Chinese stock picks. On June 16, the company completed its privatization through a merger with JD Sunflower Merger Sub Limited, a wholly owned subsidiary of JD.com. Shareholders approved the deal at $2.00 per ADS and $0.50 per ordinary share, making Dada a fully owned JD.com entity and delisting it from Nasdaq effective June 17.

As part of the transition, Dada Nexus will file Form 15 with the SEC to suspend its reporting obligations, officially exiting U.S. public markets. The move marks a strategic shift as the company becomes a private subsidiary under JD.com’s umbrella.

This acquisition strengthens JD.com’s competitive edge by integrating Dada’s advanced local delivery infrastructure into its broader e-commerce ecosystem. The deal was supported by financial advisors Kroll and UBS, with legal counsel from Gibson Dunn and Skadden.

Dada Nexus Ltd (NASDAQ:DADA) runs China’s leading on-demand retail and delivery platform. Its JD NOW service connects consumers with retailers and brands for local shopping via web and mobile. At the same time, Dada NOW offers real-time, last-mile delivery across cities for businesses of all sizes and individual users. Together, the platforms create a seamless ecosystem for fast, local commerce.

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AI, Tariffs, Nuclear Power: One Undervalued Stock Connects ALL the Dots (Before It Explodes!)

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal!

AI is eating the world—and the machines behind it are ravenous.

Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink.

Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and building the digital future. But there’s one urgent question few are asking:

Where will all of that energy come from?

AI is the most electricity-hungry technology ever invented. Each data center powering large language models like ChatGPT consumes as much energy as a small city. And it’s about to get worse.

Even Sam Altman, the founder of OpenAI, issued a stark warning:

“The future of AI depends on an energy breakthrough.”

Elon Musk was even more blunt:

“AI will run out of electricity by next year.”

As the world chases faster, smarter machines, a hidden crisis is emerging behind the scenes. Power grids are strained. Electricity prices are rising. Utilities are scrambling to expand capacity.

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One little-known company—almost entirely overlooked by most AI investors—could be the ultimate backdoor play. It’s not a chipmaker. It’s not a cloud platform. But it might be the most important AI stock in the US owns critical energy infrastructure assets positioned to feed the coming AI energy spike.

As demand from AI data centers explodes, this company is gearing up to profit from the most valuable commodity in the digital age: electricity.

The “Toll Booth” Operator of the AI Energy Boom

  • It owns critical nuclear energy infrastructure assets, positioning it at the heart of America’s next-generation power strategy.
  • It’s one of the only global companies capable of executing large-scale, complex EPC (engineering, procurement, and construction) projects across oil, gas, renewable fuels, and industrial infrastructure.
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Trump has made it clear: Europe and U.S. allies must buy American LNG.

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AI. Energy. Tariffs. Onshoring. This One Company Ties It All Together.

While the world is distracted by flashy AI tickers, a few smart investors are quietly scooping up shares of the one company powering it all from behind the scenes.

AI needs energy. Energy needs infrastructure.

And infrastructure needs a builder with experience, scale, and execution.

This company has its finger in every pie—and Wall Street is just starting to notice.

Wall Street is noticing this company also because it is quietly riding all of these tailwinds—without the sky-high valuation.

While most energy and utility firms are buried under mountains of debt and coughing up hefty interest payments just to appease bondholders…

This company is completely debt-free.

In fact, it’s sitting on a war chest of cash—equal to nearly one-third of its entire market cap.

It also owns a huge equity stake in another red-hot AI play, giving investors indirect exposure to multiple AI growth engines without paying a premium.

And here’s what the smart money has started whispering…

The Hedge Fund Secret That’s Starting to Leak Out

This stock is so off-the-radar, so absurdly undervalued, that some of the most secretive hedge fund managers in the world have begun pitching it at closed-door investment summits.

They’re sharing it quietly, away from the cameras, to rooms full of ultra-wealthy clients.

Why? Because excluding cash and investments, this company is trading at less than 7 times earnings.

And that’s for a business tied to:

  • The AI infrastructure supercycle
  • The onshoring boom driven by Trump-era tariffs
  • A surge in U.S. LNG exports
  • And a unique footprint in nuclear energy—the future of clean, reliable power

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This isn’t a hype stock. It’s not riding on hope.

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A New Dawn is Coming to U.S. Stocks

I work for one of the largest independent financial publishers in the world – representing over 1 million people in 148 countries.

We’re independently funding today’s broadcast to address something on the mind of every investor in America right now…

Should I put my money in Artificial Intelligence?

Here to answer that for us… and give away his No. 1 free AI recommendation… is 50-year Wall Street titan, Marc Chaikin.

Marc’s been a trader, stockbroker, and analyst. He was the head of the options department at a major brokerage firm and is a sought-after expert for CNBC, Fox Business, Barron’s, and Yahoo! Finance…

But what Marc’s most known for is his award-winning stock-rating system. Which determines whether a stock could shoot sky-high in the next three to six months… or come crashing down.

That’s why Marc’s work appears in every Bloomberg and Reuters terminal on the planet…

And is still used by hundreds of banks, hedge funds, and brokerages to track the billions of dollars flowing in and out of stocks each day.

He’s used this system to survive nine bear markets… create three new indices for the Nasdaq… and even predict the brutal bear market of 2022, 90 days in advance.

Click to continue reading…