Tom Lee：金融业是人工智能和区块链技术的主要受益者

Core Viewpoint - Tom Lee from Fundstrat predicts a more dovish policy from the Federal Reserve by 2026, which is expected to boost corporate confidence and push the ISM manufacturing index above 50, indicating economic expansion [1] Group 1: Economic Outlook - A dovish Federal Reserve policy will benefit cyclical industries such as industrials, energy, and basic materials [1] - The anticipated rise in the ISM manufacturing index above 50 suggests a positive economic outlook [1] Group 2: Technology Impact - The financial sector is expected to be a major beneficiary of artificial intelligence and blockchain technologies, which will help reduce labor-intensive operations and expand profit margins [1] - Supportive policies from the Federal Reserve are likely to lead to a recovery in traditional industries while enhancing technology-driven financial efficiency [1]