The Zhitong Finance App learned that the US stock bull market has entered its third year, driven by the artificial intelligence (AI) boom, and the S&P 500 index is expected to end 2025 with a rise of more than 17%. The AI investment theme has broadened this year. Chip stocks have once again led the S&P 500 index, and stocks of companies related to AI data center construction have also joined the leading ranks of this benchmark stock index. As global AI infrastructure construction enters a period of explosion, the storage industry ushered in a “supercycle”, and the performance of related stocks ranked high in the S&P 500 index. On the other hand, economic uncertainty brought about by US President Trump's tariff policy dragged down consumer stocks, while the performance of healthcare stocks struggled for a while due to policy uncertainty and pressure on drug prices.

The Zhitong Finance App learned that the US stock bull market has entered its third year, driven by the artificial intelligence (AI) boom, and the S&P 500 index is expected to end 2025 with a rise of more than 17%. The AI investment theme has broadened this year. Chip stocks have once again led the S&P 500 index, and stocks of companies related to AI data center construction have also joined the leading ranks of this benchmark stock index. As global AI infrastructure construction enters a period of explosion, the storage industry ushered in a “supercycle”, and the performance of related stocks ranked high in the S&P 500 index. On the other hand, economic uncertainty brought about by US President Trump's tariff policy dragged down consumer stocks, while the performance of healthcare stocks struggled for a while due to policy uncertainty and pressure on drug prices.