Looking back at the U. stock market in , the factors driving the rise in stock prices include both performance and valuation factors, but the vast majority come from the imagination of AI, expectations of easing, and early outlook on Trump's policies.
Some investors may choose to reduce their positions due to concerns about overvaluation.
The key lies in whether the investment environment of U. stocks will change next year. This requires considering not only changes in the U. economy, but also whether Trump’s actions after taking office are in line with market expectations.
, a good start?
In the past two years, there has been a wave of technology stock rallies thailand phone number list at the beginning of the year, and the driving force has also been AI.
In , it will be driven by open AI's chatGPT, and in , it will be driven by Nvidia's strong performance expectations. It will also be driven by US macroeconomic growth, monetary easing, and a return to growth after months of consolidation.
Judging from the index, Nasdaq is undoubtedly the biggest winner, with both increases exceeding .
Now, the situation is a bit like early .
Looking back at the market trends before and after that time, we will find that from July to October , the U. stock market experienced a threemonth consolidation, and returned to the upward trend after the Federal Reserve’s monetary easing statement in early November. By December , the index had surpassed its July high. Entering , a threemonth long upward trend began.