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

2026-01-05 14:40:12

【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.

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StablecoinArbitrageur

· 01-07 03:47

yo wait, 0.8bp from AI capex on 4.3% total growth? that's literally 18.6% of the entire thing lmao. everyone's out here chasing 100x leverage on shitcoins while the actual macro play is just... infrastructure yielding 6.8%? nah i need to run the numbers on that correlation coefficient between dividend yields and actual cash flow stability here. classic market inefficiency if i've ever seen one tbh

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BTCRetirementFund

· 01-06 14:38

AI is once again riding the coattails of GDP; can 0.8 percentage points even be called news? It really just comes down to highlighting points for publicity, haha.

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BearWhisperGod

· 01-05 15:10

AI is once again aggressively sucking blood, but the cash flow from dividend-paying stocks is really attractive... a 6.8% yield for passive income. Who would still chase tech stocks risking it all?

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down_only_larry

· 01-05 15:07

AI has gone on another crazy round, with a 4.3% growth rate sounding good, but the main expenses are still AI spending... The ones actually making money are those old-school dividend stocks, with a 6.8% yield? Why didn't I buy them?

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BugBountyHunter

· 01-05 14:53

AI hot money is pouring in, and even established dividend stocks are benefiting. This divergence is really becoming more and more outrageous.

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WhaleInTraining

· 01-05 14:43

AI has once again made a contribution, supporting over half of the GDP growth with just 0.8 percentage points. This wave is truly exceptional. --- Are dividend-paying stocks so attractive now? A 6.8% yield really caught my eye. It's much less risky than chasing high-tech stocks. --- Wait, 96.1% occupancy rate for real estate trusts? Is this data real? It seems a bit unbelievable. --- The polarization of the US economy is becoming more and more extreme. Tech-rich individuals and conservative investors are heading down two different paths. --- LNG, data centers, real estate trusts... It seems that traditional industries are quietly growing too, many news are being overshadowed by AI. --- Honestly, those still all-in on tech might be feeling a bit anxious now. Passive income is the way to go. --- A 4.3% growth rate sounds great, but what if AI investments cool down? Can this growth rate be maintained? --- This dividend strategy is really suitable for those who are tired; earning passively is always better than constantly monitoring the market. --- Why are so many people turning to dividend stocks now? Do they really think the ceiling for tech stocks has been reached, or are they afraid of getting cut? --- Infrastructure + real estate + communication towers—this combination looks incredibly stable. Did I just catch the bottom?

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