Odaily News ARK Invest released its latest market commentary, pointing out that the U.S. economy has experienced three years of "rolling recession", and this phase may come to an end as high-end consumption and government spending begin to weaken. ARK expects that in the next three to six months, as tariffs, taxes, regulations and monetary policies become clear, the U.S. economy will enter a recovery phase driven by productivity improvements, and may usher in a broader, structurally healthier bull market. The report pointed out that the current valuation of innovative assets is already in the "deep value" range, and platforms such as artificial intelligence, robotics, energy storage, blockchain and multi-omics will be the main beneficiaries.
