Amid the "AI slowdown" hitting semiconductors, Goldman Sachs issues a bullish report! "Korean memory duo" price targets point to nearly 90% upside

According to Zhitong Finance APP, as global AI leaders such as Anthropic and OpenAI unanimously call for slowing the pace of frontier AI large model development, global stock markets are simultaneously reassessing the cooling growth expectations for investments related to the AI computing power industry chain, along with rising oil prices and the risk of a new round of Federal Reserve rate hikes. AI computing power-themed stocks in the stock market are broadly weak. SK Hynix fell more than 5% at one point in early trading on the South Korean stock market, Samsung Electronics fell more than 3%, and South Korea's KOSPI index, known as the "AI computing power bellwether," dropped more than 3%. However, many senior Wall Street analysts said the latest developments will not have a lasting impact on the industry and are unlikely to undermine the long-term bullish logic of the AI computing power trading theme.