Since Trump won the usa election, the us stock market has repeatedly hit new highs, and Wall Street investment banks have recently raised the target price for the s&p 500 index for next year in succession.

Mary Ann Bartels, a senior strategist on Wall Street, stated that the us stock market may be entering a "golden age of investment," bringing huge returns for investors.

On Monday, deutsche bank set the target point for the s&p 500 index at 7000 points for the end of 2025, predicting that strong earnings growth of us companies will continue into next year.

Earlier that day, Barclays raised its target price for the S&P 500 index for 2025 from 6,500 points to 6,600 points, citing the strong USA economy, gradually easing inflation, and the potential for strong profit growth among major technology companies.

Wall Street analysts believe that the AI revolution will lead the us stock market into a golden era, while factors such as improved corporate productivity, a strong economy, lower corporate tax rates, and decreased interest rates will drive the us stock market up.

From the recent overall performance of the us stock market, the AI boom is far from over, but it seems no longer relying solely on technology giants.

So, where should us stock market investors focus their attention? This may become something many investors are eager to understand.

From the recent us stock market trend, the three major "frontier technology" sectors are performing extremely strong, which are quantum computing, space satellite, and nuclear power concept stocks.

Futu News organized related concept stocks for mooers' reference:

Why have these concept stocks surged one after another?

• Quantum computing

On the news front, Amazon's cloud computing platform AWS announced the Quantum Embark plan, which drove stocks related to quantum computing to surge.

From the increase over the past five days, $Quantum (QMCO.US)$ up over six times. $Quantum Computing (QUBT.US)$ Increased more than twice. $Arqit Quantum (ARQQ.US)$ 、 $Rigetti Computing (RGTI.US)$ 、 $D-Wave Quantum (QBTS.US)$ Both doubled. $IonQ Inc (IONQ.US)$ Increased by over 22%.

AWS stated that quantum computing is an emerging field utilizing quantum mechanics, which has the potential to fundamentally change the industry by solving problems that even the most powerful traditional computers cannot address. Quantum Embark is a consulting program designed to assist clients with compute-intensive use cases, understand the latest technologies, identify relevant quantum technologies that need attention, and ultimately make informed decisions about future resources and long-term quantum roadmaps to prepare for the quantum computing era.

Additionally, it is worth noting that, besides amazon, $NVIDIA (NVDA.US)$ 、 $Alphabet-A (GOOGL.US)$ 、 $Microsoft (MSFT.US)$ 、 $IBM Corp (IBM.US)$ 、 $Intel (INTC.US)$ 、 $RTX Corp (RTX.US)$ Major companies are also actively laying out their strategies in the field of quantum computing.

Among them, nvidia is planning to collaborate with google to develop quantum chips. This partnership indicates that in the future, quantum computing will no longer be exclusive to research institutions but will be widely adopted across various industries, including financial analysis, medical research, and more.

• Space concept

Since the usa elections, if asked which industry has become one of the big winners, space stocks are undoubtedly the answer.

As part of the "Trump x Musk deal" $Destiny Tech100 (DXYZ.US)$ (a closed-end fund that heavily invests in SpaceX) has seen a cumulative increase of 278% since November 6, making it one of the hottest symbols in the usa stock market.

In the aerospace sector dominated by national power, Trump will play a key role as head of state. On the other side, Musk's SpaceX is the leader in the usa space sector, transporting not only cargo and astronauts but also providing critical services for NASA and the usa military.

Market views indicate: no one can underestimate the potential catalysts. During his tenure, Trump emphasized the importance of the space sector and created an independent military branch to specifically handle space affairs. This policy tendency may have a positive impact on the space industry, especially regarding government contracts and military collaboration.

However, aside from the elections, the rise of usa space stocks has also been driven to some extent by third-quarter performance and individual stock events, such as Rocket Lab's progress in the Neutron project and Spire's sale of its maritime business to eliminate debt.

• Nuclear power concept

The AI industry brings explosive growth in electrical utilities demand, and nuclear power is regarded as one of the key directions.

With the rise of AI, the electricity demand for datacenters has significantly increased. HSBC released a research report stating that according to data published by EPRI in May this year, by 2030, datacenters could consume 9% of the USA's electricity, more than double the current amount. The tightening of electricity in the future may become inevitable, hence some technology giants are exploring new power supply options and are focusing on nuclear energy.

Currently, USA technology giants like microsoft, google, and amazon have signed nuclear energy agreements worth billions of dollars in recent months.

From the trend of nuclear energy stocks this year, developers of small modular reactors$NuScale Power (SMR.US)$have risen sevenfold, emerging nuclear energy companies.$NANO Nuclear Energy (NNE.US)$Up nearly 550%; electrical utilities giant$Vistra Energy (VST.US)$Up over 3 times; independent electrical company $Talen Energy (TLN.US)$ Up over 2 times; backed by 'ChatGPT's father' Altman supported nuclear power stocks$Oklo Inc (OKLO.US)$, the largest carbon-free nuclear power giant in the usa$Constellation Energy (CEG.US)$Doubled.

Notably, according to the latest analysis by goldman sachs on 697 funds with total assets under management exceeding 3 trillion dollars, us fund managers have significantly increased their purchases of nuclear power company stocks this third quarter to capitalize on the trend.

Haitong International Securities points out that in the medium to long term, small modular reactors (SMRs) may become the top energy investment priority for major technology companies in the usa.

Additionally, it is worth noting that aside from the three industries mentioned above, the second half of AI has officially begun, and wall street believes the next breakout will shift towards broader promotion and monetization of "third phase" applications of AI.

Interested mooer can click to read:"The second half of AI has officially begun! How to find the next nvidia? goldman sachs names these 30 stocks that are likely to stand out."

Editor/Somer