$英伟达 (NVDA.US)$
The future of the U.S. stock market will mainly revolve around two major themes: AI (Artificial Intelligence) and the reindustrialization driven by the reshoring of American manufacturing. Together, these form the foundation of the Fourth Industrial Revolution (or, alternatively, AI could be considered the Second Industrial Revolution, with previous phases of mechanization, electrification, and informatization comprising the First Industrial Revolution). These two main themes have led to three major market trends.
1. AI computing hardware (currently a mid-term trend).
2. The demand for electricity driven by AI data centers, chip manufacturing, and reindustrialization (early-stage trend).
3. AI in the defense industry: In 2023, venture capital investment in defense technology increased from $2 billion in 2013 to $35 billion (early-stage trend).
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