ME News message, December 24 (UTC+8), the 15 major investment banks on Wall Street summarized the market outlook for 2026 as 'precarious' due to AI. Despite stimulus plans like the (Great and Beautiful Act) driving the overall market positively, investors face multiple challenges. JPMorgan warned that investments in the AI sector have surged from $150 billion in 2023 to possibly over $500 billion in 2026, increasing the risk of a bubble. Both Deutsche Bank and Goldman Sachs pointed out that the vulnerabilities in the U.S. labor market could trigger a recession. Bank of America expects the core inflation rate to remain at 2.8% by the end of 2026, well above the 2% target, which may affect the Federal Reserve's rate-cutting cycle. At the same time, under the K-shaped economic pattern, the financial situation of low-income households is particularly vulnerable, and consumer polarization is evident. (Source: ME)

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