On the 17th, Toss Securities Research Center announced through its annual outlook report on the U.S. market next year that attention should be paid to Trump and artificial intelligence (AI) beneficiary stocks.
Toss Securities Research Center was launched in September with the ambition to provide specialized reports for individual investors. Starting with its first report, "Why U.S. Stocks?", it published "I Visited Silicon Valley," a travelogue-style report based on direct visits to major tech companies in Silicon Valley, which received high interest for its easy and engaging content tailored to individual investors.
The newly published "2025 U.S. Market Annual Outlook" serves as a comprehensive guide to help individual investors plan their investments for next year, containing overall market forecasts and specific advice on investment timing.
Toss Securities Research Center expects that U.S. stocks will continue their rally next year, supported by solid earnings growth. Although valuations may be a concern due to consecutive price increases last year and this year, companies with strong performance are expected to lead the gains.
They also noted that historically, stock markets have commonly shown an upward trend in the first year of a U.S. president’s term, but as the bull market enters its third year, returns may be lower compared to the past two years. A correction may occur in the second to third quarters of next year, but it is advised to use this as a buying opportunity.
Toss Securities Research Center analyzed, "Immediately after its launch, the Trump administration will focus on domestic demand and consumption improvement, that is, the improvement of the U.S. economy. There is a high possibility that policies such as increased oil production and deregulation will be introduced right from the early stages of the administration, which will lead to strength in financial and energy-related stocks." They added, "Beneficiary sectors from the improvement in U.S. consumption include economically sensitive consumer goods industries such as automobiles, home appliances, travel, leisure, and retail shopping."
They continued, "AI technology companies will remain promising," adding, "Core investment areas in AI technology such as semiconductors, servers and data storage, and networking equipment stocks will benefit. Investment opportunities can also be found in the increased power demand due to AI high-performance enhancement and the commercialization process of AI technology."
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