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The essay examines China's economic downturn with highlights like youth unemployment and sluggish recovery, positioning AI as a crucial state-backed sector. The author reflects on personal and geopolitical aspects of US-China relations from a trip to Beijing.
This is a morning market express covering multiple financial and technology news, including China opening its first Arctic freight route, Trump reducing US-South Korea joint military exercises, NATO downing a suspected drone, and adjustments to Nvidia and OpenAI's data center plans.