Zhi Tong Cai Jing·2025-10-22 08:01Core Insights - BlackRock's report indicates that artificial intelligence (AI) has surpassed the U.S. consumer sector to become a primary driver of economic growth, with no signs of slowing down as spending intentions from major U.S. tech companies continue to rise [1] - The Fundamental Equities global tech team estimates that AI infrastructure spending will reach $5 trillion between 2025 and 2030, highlighting the evolving nature of AI opportunities [1] - Since the emergence of ChatGPT, AI has remained a focal point in the stock market, driving market returns and stimulating U.S. economic activity [1] Sector Analysis - AI is expected to continue propelling market development into Q4 2025, with opportunities expanding both within and outside the AI sector, as other areas in the market are being overlooked [1] - BlackRock identifies three sectors poised for stock price increases: technology, healthcare, and finance, suggesting a broadening of investment opportunities [1]