新能源电力战略布局LFP正极材料业务，潜力巨大
Goldman Sachs ｜ Goldman Sachs-GCL Technology Holdings （3800.HK）： Asia Communacopia + Technology — Key Takeaways： Diversifying into LFP cathode business with potential-260520.pdf AI算力与半导体产业链**GCL科技：市场低估长期销量与降本潜力，评级上调至买入（Goldman Sachs）**
｜ Goldman Sachs-GCL TECHNOLOGY HOLDINGS （3800.HK）L~T volume upside and cost reduction potential overlooked； Upgrade to Buy from Neutral-260402.pdf