具体而言，瑞穗在报告中指出，老年人在美国总消费支出中的占比将显著提升——这将成为投资者需要把握的关键主题。
① The stock market is brewing a $1 trillion opportunity, which is not AI in the usual sense, but another form of 'AI' - Aging Intelligence; ② The Mizuho Securities US team mentioned this alternative 'AI' opportunity in their report last week. This team from the Japanese institution stated that the aging population in the USA is expected to create significant opportunities.
According to a report by Caixin on March 24 (edited by Xiaoxiang), the stock market is brewing a $1 trillion opportunity, which is not AI in the usual sense, but another form of 'AI' - Aging Intelligence.
The Mizuho Securities US team mentioned this alternative 'AI' opportunity in their report last week. This team from the Japanese institution stated that the aging population in the USA is expected to create significant opportunities.
Specifically, Mizuho pointed out in the report that the share of total consumer spending attributed to the elderly in the USA will significantly increase - this will become a key theme for investors to grasp.
"The core opportunity is that the elderly demographic will account for a larger share of consumer spending, forming a market opportunity of about $1 trillion," Mizuho analysts wrote. "In fact, the spending growth rate of those aged 75 and above will reach twice the average level in the USA."
According to Mizuho's estimates, the population aged 75 and above in the USA is expected to grow by 4% annually, reaching 10% of the total US population by 2030.
Mizuho analysts predict that between 2023 and 2030, the consumer spending of individuals aged 75 and older may increase significantly by 87%, with a cumulative increase of over 1.3 trillion dollars. By 2035, spending in this demographic might increase by 2.2 trillion dollars.
"We believe that the 'silver tsunami' (the aging population in the USA) is an underestimated trend," the institution added, "the American business community still needs to pay attention to this change, and aging intelligence will become a key differentiating factor."
Mizuho pointed out that it has identified consumer areas that may benefit from the aging trend. Over the next five years, pharmaceutical spending is expected to see the largest increase, with Mizuho analysts estimating this category could achieve a 2.5% annual growth rate. Insurance, hospitals, and medical devices are also listed as "winning" areas in consumer spending, with the growth of the elderly population expected to drive demand in the coming years.
Mizuho analysts highlighted 11 companies that may benefit from demographic changes:
$Biogen (BIIB.US)$ : A biopharmaceutical company focused on developing treatments for neurological diseases, autoimmune diseases, and rare diseases.
$DoorDash (DASH.US)$ A leading local food delivery platform in the USA, connecting restaurants, consumers, and delivery personnel, providing instant delivery services.
$Encompass Health (EHC.US)$ One of the largest providers of home health care and inpatient rehabilitation services in the country, helping patients recover after surgery or illness.
$EyePoint Pharmaceuticals (EYPT.US)$ Researching and selling sustained-release medicines and delivery technologies for treating eye diseases (such as macular degeneration and uveitis).
$Home Depot (HD.US)$ The largest home improvement retailer in the world, offering products such as renovation, building materials, and tools, as well as installation and maintenance services.
$Robinhood (HOOD.US)$ A financial technology platform for Cryptos and Options Trading, targeting the retail investor market.
$Glaukos (GKOS.US)$ A medical instruments company focused on the treatment of glaucoma, developing minimally invasive glaucoma surgery (MIGS) devices and related therapies.
$Rockwell Automation (ROK.US)$ A provider of industrial automation and digital transformation solutions, serving sectors such as manufacturing, Energy, and Medical Devices.
$The Simply Good Foods (SMPL.US)$ A producer of low-carbohydrate, high-protein healthy foods (such as the Atkins brand), focusing on weight management and nutritional supplement products.
$Welltower (WELL.US)$ It is a Medical Care Real Estate Investment Trust (REIT) focused on investing in Retirement communities, Medical Care facilities, and other healthcare-related properties.
$Ventas Inc (VTR.US)$ This is a healthcare real estate investment trust (REIT) that mainly holds assets such as nursing homes, life sciences research centers, and medical office buildings.
According to the institutions' forecast, these stocks have an average upward potential of up to 35% over the next 12 months.
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Editor/rice
Today, after hitting the high near 24,000 in the early session and entering bearish positions, the index fell sharply by nearly over 600 points, immediately recouping yesterday's losses significantly.
Moreover, today it broke the new high again, reaching a maximum of 24,076, but by the end of the market, it fell back by about 70 points, producing a bearish candle. The current trend has not yet been broken, but from the previous low until now, it has risen close to 6,000 points. It is believed that those with positions can continue to hold until there is a clear trend reversal for profit-taking. Those without positions can wait for a pullback to get in. Actually, it is hoped for a quick pullback, as it allows for entry and also provides a healthy breath.
Currently, the outlook remains the same as before. It is believed that even if there is a pullback, it shouldn't be too deep. However, if Futures fail to stabilize and close below 22,350, there may still be room for decline. The chance of Futures falling below 21,400 in the short term should be low, so it is considered that if a significant pullback occurs, it presents a good opportunity to incrementally go long. Recently, there has been a consistent approach to not hold positions overnight, only focusing on immediate trades, as there is no high chasing and no casual short selling.
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