高盛集团公司亚太地区（日本除外）总裁凯文·斯尼德在接受彭博电视台采访时表示，受人工智能基础设施支出部分推动，公司在日本、印度和中国看到强劲势头。
Sachs Group Inc. is seeing strong momentum across Japan, India, and China partly driven by artificial intelligence infrastructure spending, the company’s president for Asia-Pacific ex-Japan Kevin Sneader said in an interview with Bloomberg TV.
斯尼德指出，北亚是AI相关资本支出的特殊受益者，他指出高盛已识别出印度交易所上市的42家AI赋能公司，这些公司的市场表现总体增长约60%，这驳斥了印度因缺乏自身大型语言模型而处于劣势的说法。
Sneader pointed to North Asia as a particular beneficiary of AI-related capital expenditure, noting that Goldman identified 42 AI-enabling companies listed on Indian exchanges that were collectively growing around 60% in market performance, pushing back against the narrative that India is disadvantaged by lacking a large language model of its own.
“印度是我们所说的AI赋能者的家园，”他在周三彭博新经济论坛的侧边活动中表示。
“India is home to what we call AI enablers,” he said, on the sidelines of the Bloomberg New Economy Forum on Wednesday.
他补充说，印度农业部门有42%可用于AI增强，这代表着重要的长期机遇。该银行去年在孟买开设了新办事处。
He added that 42% of India’s agricultural sector is available for AI augmentation, representing a significant longer-term opportunity. The bank opened a new office in Mumbai last year.
谈到中国时，斯尼德承认宏观形势复杂——国内消费疲软被强劲的制造业和科技部门所抵消——但表示高盛计划继续积极参与。
On China, Sneader acknowledged a complicated macro picture — sluggish domestic consumption offset by a strong manufacturing and technology sector — but said Goldman Sachs intends to remain an active participant.
“我们认为贸易仍在继续。我们希望成为其中的一部分，”他说，驳斥了在美国公司身份在当前中美贸易环境下构成禁止性障碍的想法，并指出作为世界第二大经济体的中国仍为客户驱动的活动提供了充足空间。
“We believe the trade continues. We want to be part of that trade,” he said, dismissing the idea that being an American firm was a prohibitive obstacle in the current US-China trade environment, noting that the world’s second-largest economy still offers ample territory for client-driven activity.
在香港，斯尼德表示IPO活动仍有势头。他欢迎对IPO定价的监管审查加强，称透明度和清晰度“真正重要”，并认为更严格的标准最终可能为定位良好的公司带来更多业务。
In Hong Kong, Sneader said there’s still momentum in IPO activity. He welcomed increased regulatory scrutiny on IPO pricing, calling transparency and clarity “really what matters” and suggested tighter standards could ultimately generate more business for well-positioned firms.
谈到AI对高盛自身员工队伍的影响时，斯尼德表示招聘仍然广泛进行，而目前“还太早预测”AI将如何重塑员工配置，同时肯定了银行继续专注于成本纪律。
On AI’s impact on Goldman Sachs’s own workforce, Sneader said hiring remains broad-based and that it is “too early to predict” how AI will reshape staffing, while affirming the bank’s continued focus on cost discipline.