Wall Street TOP 10 Major Firms' Outlook for 2025
1. Generally bullish on a strong dollar.
2. The bull market in US stocks continues.
3. The Federal Reserve will cut interest rates by 75-125 basis points.
Where the water flows is uncertain, but one thing is certain: whether in US stocks or the cryptocurrency space, 2025 will undoubtedly be a bull market for AI concepts.
AI itself is a hot speculative narrative, combined with other popular speculative narratives like MEME, computing infrastructure, and RWA, its extensibility is too high.
Moreover, if US stocks want to maintain a long-term bull market as the tone, they must rely on AI now; AI is both the hope for US stocks and the hope for AI tech stocks. Investing in the AI sector is sure to have the highest probability of success.
The overall direction must be clear; other miscellaneous sectors may just serve as support, and those that cannot maximize capital efficiency can be abandoned at discretion.
