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US Stock Outlook | Investing 500 billion dollars in building AI infrastructure! The US stock AI Industry Chain is reacting enthusiastically, with Oracle's stock soaring 10% in pre-market trading; Netflix's stock price surpassing 1000 dollars in pre-market
The oil and gas exploration and production Sector surged in pre-market trading, with US Energy rising over 37%; United Airlines increased nearly 4% in pre-market, with Q4 performance exceeding expectations and travel demand continuing to be robust.
'Stocks May Have Less Risk Than You Think': ProShares
Former Federal Reserve "third in command": Forget about the Federal Reserve, Trump is the focus.
Former New York Federal Reserve President Dudley stated that the outlook for the USA economy will depend more on how and to what extent Trump implements his plans for tariffs and deportations.
JPMorgan CEO Dimon: The US stock market is "a bit overvalued".
Damon stated that the asset prices in the USA stock market are "somewhat overvalued," and by any measure, asset prices are in the top 10% or 15% of historical valuations. Certain parts of the bond market, such as sovereign debt, are also at "historical highs."
Concerning "Trump 2.0" and the Federal Reserve! Deutsche Bank warns that U.S. stock investors have misjudged certain matters.
① Deutsche Bank pointed out that investors may have mispriced events affecting the US stock market in 2025; ② The bank listed three major "misalignments": the market being overly optimistic about interest rate cuts, underestimating Trump's tariff plans, and overvaluations.
In order to not let the U.S. stock market down, Trump must achieve results within the first hundred days of taking office.
Analysts indicate that the first 100 days of Trump's second term are crucial for proving his ability to fulfill promises; otherwise, market valuations may face a reset.