According to Jin10 Data, Goldman Sachs released its APAC Conviction List for August 2026, adding five new stocks: Hong Kong Exchanges and Clearing, Keyence, BYD, Samsung Electronics, and Shengyi Technology. Based on expected price appreciation, Goldman Sachs shows stronger confidence in AI hardware and semiconductors: the technology sector has the highest weighting and the strongest upside potential (60%–151%), all of which are core components of the AI value chain, suggesting Goldman Sachs views this AI market correction as an opportunity to increase positions.
Goldman Sachs Updates 2026 APAC Conviction List, Highlighting AI Hardware and Semiconductors
TechFlowShare
Summary
Goldman Sachs released its 2026 APAC Conviction List, highlighting AI hardware and semiconductors. New additions include Hong Kong Exchanges and Clearing, Keyence, BYD, Samsung Electronics, and Shengyi Technology. The technology sector leads with projected gains of 60% to 151%, all central to the AI supply chain. Crypto updates reveal increasing synergy with AI-driven infrastructure. AI and crypto developments continue to shape market focus.
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