Why is AI funding pouring into China? Mag 7's fourth-quarter revenue has no surprises!

Wallstreetcn
2025.02.18 10:21
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Goldman Sachs pointed out in its latest report that the fourth quarter is the first quarter since 2022 in which the "Seven Giants" of the U.S. stock market did not experience positive sales surprises, and noted, "This is exactly why AI funds are flowing to China." Data shows that, compared to the previous "significantly exceeding expectations," the actual revenue of the "Seven Giants" in the fourth quarter grew by 0% compared to the general expectations before the report

Goldman Sachs pointed out in its latest report that the fourth quarter is the first quarter since 2022 where the "Seven Giants" of the U.S. stock market did not experience positive sales surprises, and noted, "this is precisely why AI funds are flowing to China."

Data shows that compared to the previous "significantly exceeded expectations," the actual revenue of the "Seven Giants" in the fourth quarter grew by 0% compared to the general expectations before the report.