Behind the 4.3% Q3 GDP growth in the US: Strong AI investments and dividend stock yields attract attention

【Crypto World】In 2025, the US economy has shown unexpected heat. The third quarter GDP growth reached 4.3%, with AI-related capital expenditures contributing 0.8 percentage points to the overall growth—indicating that the investment boom in the tech industry has not cooled down.

Interestingly, in this economic cycle, the divergence phenomenon is becoming more and more apparent. High-growth tech companies and established firms that provide stable cash flows attract completely different levels of interest. Many investors are turning to dividend-paying stocks, attracted by the passive income they offer.

For example: a certain infrastructure company’s dividend yield has reached 6.8%, as it is expanding facilities related to liquefied natural gas; a real estate trust has a yield of 4.01%, with a property occupancy rate as high as 96.1%, and stable cash flow; a communication tower operator has a yield of 3.88%, with strong growth in data center business, and its annual performance guidance has been upgraded.

It is worth noting that the stock prices of these companies are currently below the analyst average target prices—meaning there is still room for undervaluation. Against the backdrop of a K-shaped economy, the allocation value of such stable income assets is becoming more prominent. For cryptocurrency participants, this also reflects a larger trend: the acceleration of the switching cycle between risk assets and stable assets.