Goldman Sachs(US:GS) Xin Lang Cai Jing·2026-02-02 10:51Core Viewpoint - Goldman Sachs remains optimistic about China's development prospects and economic growth potential, with a long-term and firm commitment to the Chinese market [1] Group 1: Economic Growth and Consumer Focus - China has achieved its established growth target for 2025, which is considered significant [1] - The core growth opportunity for China's economy in the long term lies in consumption, with the government placing greater emphasis on the role of consumption in boosting the economy [1] - The "14th Five-Year Plan" includes proposals to significantly enhance consumption, indicating a shift towards growth driven more by consumption and the service sector [1] Group 2: Foreign Investment and Market Trends - There has been an observed increase in international capital inflows into the Chinese market by 2025, with an expected rise in the weight of Chinese assets in global investment portfolios [1] - It is anticipated that the proportion of foreign investment allocated to the Chinese market will rebound to over 10% in the future [1]