ARK Invest: The rolling recession may come to an end, and innovation-driven economy may迎来 a new round of explosion
ChainCatcher news, ARK Invest released its latest market commentary stating that the U.S. economy has undergone a "rolling recession" for three years, and this phase may come to an end against the backdrop of weakening high-end consumption and government spending.ARK expects that in the next three to six months, as tariffs, taxes, regulations, and monetary policy become clearer, the U.S. economy will enter a recovery phase driven by productivity improvements, potentially initiating a broader and structurally healthier bull market.The report notes that current valuations of innovative assets are in the "deep value" range, with platforms such as artificial intelligence, robotics, energy storage, blockchain, and multi-omics being the main beneficiaries.