The reason why the global asset market is focused on the U.S. stock market is clear. The acceleration of the artificial intelligence industry, the Federal Reserve's continued easing stance, and the strong earnings growth of top tech stocks are driving the outlook for U.S. equities. Even after 2025, the S&P 500 continues to hover around 6,000, recording an increase of over 12% compared to a year ago. Notably, it is not just a simple economic recovery; a new growth axis centered on AI, semiconductors, and cloud computing has been clearly established.
Reading the market structure change
The U.S. stock market currently sees a few large tech stocks driving the index upward