TOPIC

/ company

Goldman Sachs

Goldman Sachs is a New York-based investment banking firm that engages in global investment banking, securities, investment management, and other financial services, primarily with institutional clients. Founded in 1869, the firm is recognised as one of the most prestigious institutions in the world, although its reputation has suffered after the financial sector drew fire since the global financial crisis.

Chairman / President

David Solomon

CEO / Managing Director

David Solomon

CFO / Finance Director

Lloyd Blankfein (Chairman and CEO)

Industry

Banking, Financial services

Website

GoldmanSachs.com

Headquarters address

200 West Street, New York, New York, U.S.

Stock Code

NYSE:GS

Year founded

1869

Multilayer ceramic capacitors (MLCCs) have become one of the hottest components in the electronics supply chain as demand from AI servers and electric vehicles drives prices higher. Photo: Shutterstock

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As Japanese and South Korean MLCC producers move up the value chain, their Chinese rivals are seeing an opportunity. Photo: Shutterstock

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US dollar and Chinese yuan notes are seen with national flags in the backdrop. Photo: Reuters

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A pig is seen in China’s Hunan province. The price of live pigs in the country remains near a decade low. Photo: SCMP

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Eric Sheridan, Goldman Sachs co-head of tech, media and telecoms research. Photo: Jonathan Wong

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Goldman Sachs

Forget memory chips: MLCCs are Shenzhen’s newest gold rush

Huaqiangbei traders are racing to secure MLCC supplies as soaring AI demand pushes prices sharply higher across the market.

SpaceX bankers prepare for potential US$20 billion bond offering, sources say

China’s policy blitz at Lujiazui Forum – what the monetary overhaul means

Can Hong Kong investors weather US$274 billion lock-up expiry wave?

A surge of freed shares will challenge Hong Kong’s stock market, with analysts pointing to inflows and corporate support as key buffers.

How massive AI-driven demand for MLCCs triggered a supply bottleneck

Power-hungry data centres fuel demand for MLCCs, which are crucial components for modern innovations including smartphones and electric cars.

Blast off on Wall Street: record SpaceX IPO could make Musk a trillionaire

At US$135 a share, the offering will raise US$75 billion, making it the biggest market debut in history.

As East Asia pivots to premium AI servers, China seizes a massive tech gap

The AI server boom is driving demand for advanced multilayer ceramic capacitors, leaving Chinese manufacturers room to expand.

Is Hong Kong losing its tech edge to the mainland’s AI boom?

Chinese investors are shifting from Hong Kong to mainland stocks, driven by AI opportunities and better returns.

China’s Tiger Brokers reports strong results amid trading crackdown

Hong Kong trading soars 536 per cent, firm says, while making no mention of US$61 million fine from China’s market watchdog.

China index reshuffle to entrench tech trades and boost AI rally: brokerages

Shanghai exchange revamp lifts tech weighting and adds chipmakers, signalling policy support and investor confidence.

For a yuan in deeper markets, Fed ex-head cites dollar playbook, flags risks

Meanwhile, surging costs are ‘likely to hit US inflation data a bit harder and perhaps longer’ than expected, according to the former central bank official.

Alibaba, Tencent lead pivot from chatbots to embodied AI for robotics

Embodied AI and autonomous agents are increasingly viewed by investors as one of the next major growth areas for the sector, UBS says.

China’s brokerage crackdown: banks cut forecasts for Futu, Tiger

CCB and Goldman Sachs slash brokerage valuations, profit forecasts after regulatory action on unauthorised cross-border trading.

US banks roll out American AI in Hong Kong despite geopolitical tensions

US AI companies have restricted access for users in Hong Kong and mainland China, forcing banks to navigate a compliance minefield.

China hog prices, near decade low, seen squeezing profits amid deflation risks

Ministry data reveals nine-month slump in breeding stocks while top-listed companies face big financial hits as rising fuel and grain costs erode margins.

China’s yuan gains ground in global trade with room to grow, Goldman Sachs says

The currency’s use in global trade has grown sharply in recent years but still falls short of China’s economic weight, the bank says.

Hang Seng Index review to boost market capitalisation by 4.5%: analysts

Tencent, BeOne Medicines, Baidu and NetEase may lure fund inflows between US$200 million and US$1 billion, due to index weighting changes.

.css-1pcrwvc{color:#2aa191;}Opinion | Investors in AI-driven bubble risk forgetting painful lessons

AI-driven stock market hype is not independent of what is happening in the rest of the economy.

China’s yuan hits 3-year high as global banks issue bullish forecasts

Beijing has set the yuan at its strongest level against the US dollar since early 2023, with banks projecting further appreciation.

Chinese premier urges faster, broader adoption of AI in advanced manufacturing

Premier Li Qiang says boosting AI-powered manufacturing can help drive new growth for the economy.

.css-1f6sr3w{color:#727272;}Exclusive | US AI outlay to yield returns despite open-source Chinese rivals: Goldman Sachs

A wave of demand for agentic AI will prove to be a pivotal ‘inflection point’ and vindicate high capital expenditure, Eric Sheridan says.

Chinese tech giants race to dominate AI-powered digital gateways

The integration of agentic AI with sites like Taobao and JD.com is reshaping shopping, but the bigger promise is an agent within WeChat.

China’s economy ‘weaker than expected’ in April as Iran war headwinds bite

China’s retail sales growth fell to just 0.2 per cent in April, while industrial output and fixed-asset investment softened more than forecast.

Mainland Chinese demand for Hong Kong homes grows on yuan gains and rising rents

Purchases climb to a two-year high in April as mainland Chinese buyers pile into new launches, drawn by rental yields and yuan’s strength.

Hormuz crisis tarnishing copper production, raising costs, Chinese analysts say

China Minmetals Economic Research Institute says disruption of sulphur shipments through strait is having ripple effects on copper production.

Alibaba, Tencent present a tale of two strategies for AI spending

Alibaba will focus its AI capex on cloud services, while Tencent is prioritising internal demand with its spending.

High stakes, low odds: why Trump pardon is unlikely for 1MDB’s Jho Low

The request appears unlikely to succeed because Low has never appeared in a US court, stood trial or accepted responsibility, analysts say.

Trump’s trillion-dollar business delegation arrives in China, eager for deals

The 17 American business executives accompanying US president are the wealthiest such delegation to visit the country.

Opinion | Investors in AI-driven bubble risk forgetting painful lessons

Exclusive | US AI outlay to yield returns despite open-source Chinese rivals: Goldman Sachs