Tom Lee: The market may experience a sharp decline followed by a rebound in 2026, and AI and blockchain technologies may help the financial industry.
In an interview, Tom Lee stated that the Federal Reserve may adopt a more accommodative policy in 2026, which would boost business confidence and drive better performance in traditional sectors such as industry, energy, and basic materials. Meanwhile, the financial industry, due to the application of AI and blockchain technologies, is expected to reduce costs and increase profits, with banks like JPMorgan Chase and Goldman Sachs potentially performing more like tech stocks. However, he also cautioned that the market may experience a significant correction before rebounding. Historical data shows that after three consecutive years of market gains, there is a 50% chance that the fourth year will perform even better. He cautioned investors should remain wary of excessive optimism and maintain a cautious approach.