Amid DRAM concerns, Goldman Sachs reiterates Buy on Apple stock
Corroborated by 2 sources from 2 publishers
TL;DR
watch now Goldman Sachs sees prolonged Iran War hurting China's export growth this year Hui Shan, Chief China Economist at Goldman Sachs, provides an outlook for China's economy for the remainder of 2026. She discusses the contrast between domestic demand and export growth. Despite the relatively insulated status of China's manufacturing capabilities, she thinks the prolonged Iran war could hurt its export growth due to a potential slowdown in demand from emerging markets.
Sources
1
CNBC 100004038
https://www.cnbc.com/video/2026/04/20/prolonged-iran-war-hurt-chinas-export-growth-goldman-sachs.html
2
Investing.com News
https://www.investing.com/news/analyst-ratings/goldman-sachs-downgrades-south-bow-stock-rating-on-valuation-concerns-93CH-4622454
3
Investing.com News
https://www.investing.com/news/analyst-ratings/goldman-sachs-reiterates-buy-on-apple-stock-amid-dram-concerns-93CH-4622459