Wu said that Fundstrat co-founder Tom Lee, in an interview with CNBC, stated that regarding the market outlook for 2026, Tom Lee expects the Federal Reserve to adopt a more dovish policy, which will boost corporate confidence and push the ISM Manufacturing Index above 50 (indicating economic expansion). This will benefit cyclical industries such as industrials, energy, and basic materials. He also pointed out that the financial industry is a major beneficiary of artificial intelligence and blockchain technology, which will help reduce labor-intensive operations and thereby expand profit margins. Under the supportive policy environment of the Federal Reserve, traditional industries will experience a recovery, and technology-driven financial efficiency will also be enhanced.
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Wu said that Fundstrat co-founder Tom Lee, in an interview with CNBC, stated that regarding the market outlook for 2026, Tom Lee expects the Federal Reserve to adopt a more dovish policy, which will boost corporate confidence and push the ISM Manufacturing Index above 50 (indicating economic expansion). This will benefit cyclical industries such as industrials, energy, and basic materials. He also pointed out that the financial industry is a major beneficiary of artificial intelligence and blockchain technology, which will help reduce labor-intensive operations and thereby expand profit margins. Under the supportive policy environment of the Federal Reserve, traditional industries will experience a recovery, and technology-driven financial efficiency will also be enhanced.