ARK Invest: Rolling recession may end, innovation-driven economy and market may迎来新一轮爆发

Odaily News ARK Invest released the latest market commentary pointing out that the U.S. economy has undergone a "rolling recession" for three years, and this phase may come to an end against the backdrop of weakening high-end consumption and government spending. ARK expects that in the next three to six months, as tariffs, taxes, regulations, and monetary policy become clearer, the U.S. economy will enter a recovery phase driven by productivity improvements, possibly initiating a broader and structurally healthier bull run. The report indicates that the current valuation of innovative assets is in the "deep value" range, with artificial intelligence, robots, energy storage, blockchain, and multi-omics platforms being the main beneficiaries.