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UBS analysts favor U.S. AI stocks over Chinese counterparts, citing superior monetization opportunities, stronger free cash flow, and a larger addressable market. The U.S. Big 4 are projected to spend $302 billion on capital expenditures in 2025, significantly outpacing China's $51 billion, positioning U.S. firms for long-term success. Despite lower valuations, U.S. companies offer better investment prospects due to scale and pricing power, particularly in enterprise technologies.
Gulf sovereign wealth assets are projected to reach $18 trillion by 2030, marking a 50% increase and reinforcing the region's financial dominance. With around 40% of global SWF assets, key players like Saudi Arabia’s PIF and Abu Dhabi’s ADIA are expanding investments, particularly in Asia and Africa, while facing rising competition and the need for enhanced performance standards.
Brazil's President Lula began a four-day state visit to Japan, accompanied by a 100-member business delegation, to strengthen trade ties amid US tariffs. Discussions with Prime Minister Ishiba will focus on biofuels and reaffirming commitments to free trade, while also addressing Brazil's increasing reliance on China. Lula's visit marks a significant effort to diversify Brazil's trade relationships, particularly in the Asia-Pacific region.
Zhiyuan Robotics, a leading domestic robot brand founded in February 2023, has secured new financing led by Tencent, raising its valuation to 15 billion yuan. The company, co-founded by tech influencer Peng Zhihui, plans to mass-produce general-purpose robots starting December 16, 2024, and has already developed three product lines: Expedition, Genie, and Lingxi. With a strong backing from notable investors, Zhiyuan Robotics has quickly risen to prominence in the venture capital space, achieving unicorn status in its inaugural year.
Jollibee Foods Corporation is expanding its coffee and tea business, which includes brands like Compose Coffee and Coffee Bean & Tea Leaf, to strengthen its position in the competitive F&B market in the Philippines. This move may lead to a clash with VC-backed startups like Pickup Coffee and Zus Coffee, which are targeting younger consumers.In other news, Swiggy has launched a new B2B platform, Assure, to provide locally sourced fresh ingredients, while the IndiaAI Mission and the Gates Foundation are collaborating to enhance AI solutions across various sectors.
Saudi Arabia's sovereign wealth fund and five regional counterparts are projected to manage $18 trillion in assets by 2030, a 50% increase from 2024. The Gulf region, home to six of the world's largest sovereign funds, is focusing on investments in Asia and Africa, particularly in high-growth economies and the mining sector. As competition intensifies, these funds are enhancing internal capabilities and seeking experienced talent to drive innovation and performance.
Apple has launched a clean energy fund in China valued at 720 million yuan (approximately US$99.3 million) during CEO Tim Cook's visit to Beijing on March 24. This initiative is aimed at boosting the company's clean energy capacity in the region and is part of Apple's goal to transition its entire supply chain to 100% renewable energy by 2030, reflecting its commitment to environmental sustainability.
Ant Group has reduced AI costs by 20% by utilizing Chinese-made chips from Alibaba and Huawei, alongside AMD alternatives, while still incorporating some Nvidia chips. The company’s AI models, based on the Mixture of Experts technique, reportedly match Nvidia's performance, with notable models like Ling-Plus and Ling-Lite outperforming competitors in benchmarks. Training one trillion tokens with their optimized approach costs approximately 5.1 million yuan (US$880,000), significantly less than traditional methods, though challenges in model training persist.
Baidu is facing significant challenges as its search market share declines, now at 56%, amid rising competition from platforms like Xiaohongshu. In response, the company is refocusing on its core search business, testing a minimalist app version and reverting to its original slogan. Despite integrating AI tools like DeepSeek and launching Ernie 4.5, Baidu struggles with declining ad revenue and user engagement, highlighting the need to regain market share before monetizing AI search effectively.
Huawei and SAIC Motor are set to officially launch their joint brand, Shangjie, on April 10, marking the fifth addition to Huawei's HIMA business. The first model, based on SAIC's Roewe ES39, is expected to feature an extended-range electric vehicle powertrain and will be priced around RMB 150,000 ($20,660).
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The information provided herein is generated by experimental artificial intelligence and is for informational purposes only.
ubs analysts favor us ai stocks over chinese counterparts for better returns
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12:22 24.03.2025
gulf sovereign wealth assets projected to reach 18 trillion by 2030
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11:45 24.03.2025
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gulf sovereign wealth funds poised for significant growth and strategic expansion
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09:00 24.03.2025
Apple launches 99 million dollar clean energy fund in China
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baidu refocuses on search amid rising competition and internal challenges
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Huawei and SAIC to launch joint brand Shangjie on April 10
06:35 24.03.2025
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