高盛:2025年美中科技竞赛报告(英文版).pdf |
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While the US and China have reached a new trade deal, their fierce race to achievetech superiority remains as intense as ever, with both pursuing policies to developself-sufficient tech stacks. So, will such policies prove successful, and whatinvestment opportunities do they provide? The Wahba Initiative for StrategicCompetition’s Mark Kennedy assesses the tech race’s current state (the US leadsin a key arena but China is catching up or leading in many others) and GS’ AlecPhillips and Hui Shan
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