比推消息，ARK Invest 发布最新市场评论指出，美国经济已经历三年的“滚动式衰退”，在高端消费与政府支出开始走弱的背景下，这一阶段或将告一段落。ARK 预计，未来三至六个月内，随着关税、税收、监管与货币政策走向明朗，美国经济将进入由生产力提升带动的复苏阶段，并可能开启一轮更广泛、结构性更健康的牛市。报告指出，当前创新资产估值已处于“深度价值”区间，人工智能、机器人、能源存储、区块链与多组学等平台将是主要受益方向。
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