貝萊德 2025 年展望：AI 熱潮繼續提振美股，預計美聯儲無法將利率降至 4% 以下

The world's largest asset management company, BlackRock, expects that the artificial intelligence (AI) boom will continue to boost U.S. stocks next year and support broader economic growth, although rising U.S. debt levels may threaten its optimistic forecast for 2025. Innovations in AI technology could benefit U.S. stocks more than European stocks. While U.S. economic growth may cool slightly next year, the Federal Reserve is unlikely to significantly cut interest rates, as inflation remains sticky and above the Fed's target. Interest rates are expected to remain above 4% from the current 4.5%-4.75%. Ongoing price pressures from factors such as geopolitical divisions and infrastructure spending may put pressure on the bond market