Driven by the development and prospects of AI, the tech bull market in the USA is about to enter its third year.
Looking ahead to 2025, the overall sentiment among Wall Street's major firms leans toward optimism, with the current median year-end target for the S&P 500 Index set at 6496.17 points. Among them, the long-established asset management firm Oppenheimer sees a peak of 7100 points, which indicates that Wall Street expects US stocks to rise another 17% from current levels next year. Many bears have flipped their stance, and currently, only two institutions remain cautious about the direction of US stocks.
So, which component stocks of the three major US stock indices are most favored by Wall Street in 2025? According to CNBC data, NVIDIA is still a favorite, with the company being among the most loved stocks in all three major index components.
$S&P 500 Index (.SPX.US)$ Among the component stocks, Wall Street is most bullish on. $Micron Technology (MU.US)$ 、 $First Solar (FSLR.US)$ 、 $Western Digital (WDC.US)$ 、 $Hasbro (HAS.US)$ 、 $Diamondback Energy (FANG.US)$ 、 $Arch Capital (ACGL.US)$ 、 $Universal Health Services (UHS.US)$ 、 $HCA Healthcare (HCA.US)$ 、 $NVIDIA (NVDA.US)$ , the potential increase is in the range of 28%-53%.
$Nasdaq Composite Index (.IXIC.US)$ Among the components, Wall Street is most bullish. $Micron Technology (MU.US)$ 、 $Diamondback Energy (FANG.US)$ 、 $MercadoLibre (MELI.US)$ 、 $Applied Materials (AMAT.US)$ 、 $Qualcomm (QCOM.US)$ 、 $NVIDIA (NVDA.US)$ The potential increase is in the range of 28% to 53%;
$Dow Jones Industrial Average (.DJI.US)$ Among the constituent stocks, $Amgen (AMGN.US)$ 、 $Merck & Co (MRK.US)$ 、 $NVIDIA (NVDA.US)$ 、 $UnitedHealth (UNH.US)$ 、 $Chevron (CVX.US)$ 、 $Johnson & Johnson (JNJ.US)$ Supported by Wall Street, the potential increase is in the range of 20%-30%.
Looking ahead to 2025, a report from the Investment Company Institute states that since the election, there has been active buying of US stock funds. There is bullish sentiment regarding the incoming Trump administration, which is expected to promote corporate profits and stocks flourish in the coming year through tax cuts, deregulation, and increased federal deficits.
Bank of America stated that technology giants are likely to continue outperforming the Large Cap by 2025. The bank's derivatives Analyst, Benjamin Bowler, explained that interest rate cuts and the ongoing AI boom could lead to further gains for large technology companies in the United States.
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