Foreign investment banks including Goldman Sachs, JPMorgan, and UBS bullish on A-shares with focus on China's AI supply chain
11/07/2026 — 11/07, 10:16·1 sources (all)·1 reports (all)
Key takeaways
- Leading foreign investment banks including Goldman Sachs, JPMorgan, and UBS have recently voiced bullish views on the A-share market. Goldma…
Background & analysis
On November 7, 2026, 36Kr reported that several leading foreign investment banks have been stepping up bullish commentary on the A-share market. The Goldman Sachs trading desk sent a report to clients expressing a constructive view on China-domiciled AI-related equities, pointing to sharp valuation pullbacks and ongoing policy support. JPMorgan and UBS echoed the view, arguing that after the recent sell-off the risk-reward balance in a broader set of AI sub-sectors is improving.
According to the trading desk's tracking, equity ETFs recorded their strongest sustained inflows in some time over the past three weeks, with the CSI 300 and STAR 50 ETFs absorbing the bulk of the money. Regulators also announced additional measures aimed at improving market liquidity, supporting share buybacks, and speeding up ETF launches. On the corporate side, there are signs of improving confidence: ChangXin Technology's chairman proposed raising the ceiling on its buyback program to 50 billion yuan, an increase of 30 billion yuan over the previous plan.
AI-generated from 1 reports · updated 15 hours ago
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According to 36Kr, major foreign investment banks including Goldman Sachs, JPMorgan, and UBS are bullish on A-shares. Goldman Sachs highlights domestic AI-related stocks due to attractive valuations and ongoing policy support.
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