Goldman Sachs cuts Hong Kong stocks in favor of mainland China AI hardware plays
Corroborated by 4 sources from 4 publishers
TL;DR
Reports differ across sources; according to finance.yahoo.com, goldman Sachs CEO David Solomon Thinks There's Enough "Greed" to Absorb the SpaceX, OpenAI, and Anthropic IPOs Essentially, he believes that "greed" is running high today.
Sources
1
CNBC 10000664
https://www.cnbc.com/2026/06/03/goldman-sachs-cuts-hong-kong-stocks-to-ne.html
2
Bloomberg Markets
https://www.bloomberg.com/news/articles/2026-06-03/goldman-lifts-kospi-target-to-12-000-upgrades-taiwan-to-buy
3
Investing.com News
https://www.investing.com/news/stock-market-news/goldman-sachs-names-top-3-nordic-telecom-stocks-93CH-4723327
4
Investing.com News
https://www.investing.com/news/analyst-ratings/goldman-sachs-initiates-wpp-stock-with-sell-rating-on-growth-concerns-93CH-4723383
5
Investing.com News
https://www.investing.com/news/analyst-ratings/goldman-sachs-initiates-wolters-kluwer-stock-with-neutral-rating-93CH-4723384
6
Investing.com News
https://www.investing.com/news/analyst-ratings/goldman-sachs-initiates-omnicom-stock-with-buy-rating-on-merger-synergies-93CH-4723385
7
Yahoo Finance News
https://finance.yahoo.com/markets/stocks/articles/goldman-sachs-td-cowen-maintain-081959346.html
8
Yahoo Finance News
https://finance.yahoo.com/markets/stocks/articles/goldman-sachs-ceo-david-solomon-144246533.html