The excitement in the US stock market rivals the tech bubble. Can AI + ETF innovation break the curse of sharp declines?

Wallstreetcn
2024.12.13 01:56
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Against the backdrop of the S&P 500 Index steadily standing above 6,000 points, overbought indicators have reached an all-time high, with a market capitalization increase of $3.7 trillion since Trump's election. Although the S&P 500 Index has risen nearly 30% this year, the innovation driven by AI + ETFs makes it seem difficult for the market to decline in the future. However, investor sentiment is at the peak of the cycle, and AI giants need to continuously release positive news to avoid a crash after the peak of sentiment

As the S&P 500 steadily stands above 6,000 points, various overbought indicators have also reached historic highs in the U.S. stock market. Since Donald Trump was elected President of the United States, the market capitalization of U.S. listed companies has increased by $3.7 trillion, an amount that exceeds the total value of the entire London stock market.

At the same time, the S&P 500 index has risen nearly 30% this year.

However, driven by the dual innovation of AI + ETF, people believe that the U.S. stock market still looks difficult to decline in the future.

From the perspective of the investor sentiment cycle, we are currently at the peak of the cycle: AI giants need to continuously release "good news," and the trillions of dollars in investments must show investors a continuous evolution of innovation or the prospect of huge returns; otherwise, it will be difficult to break the curse of a sharp decline after the peak of sentiment