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Still a long, long way to go... but
Chinese AI stocks have been gaining momentum in the past few
weeks.
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00:01 - 25/02/25
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Mag 7
companies plan to spend a whopping $331B in CapEx this year,
largely for AI-related projects. That is a near 100%
increase over 2023.
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The average free cash flow
yield on S&P 500 stocks is at its lowest level in over two
decades
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The US has
the highest Real Rate compared to other Developed Markets,
followed by Australia
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While
the US remains the clear leader in AI, China has now
outpaced the EU and the UK in development
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