Capital markets are betting on a robust rebound for the US economy in the fourth quarter, following a turbulent third quarter.

Analysts noted: "Looking at the second half of the year, we continue to expect heightened market volatility in Q3; however, if inflation eases, the outlook for Q4 could improve. During the period when investors are gradually adapting to the new Federal Reserve chair, cooling inflation could favor the Fed's policy stance."

Analysts highlighted that artificial intelligence has remained the dominant narrative driving market trends, and they introduced a seven-dimensional framework for analyzing AI. According to the report, the returns on AI investments remain difficult to quantify; meanwhile, China's rollout of "low-cost yet efficient" large language models is likely to deepen frustration in Western countries over AI investment returns.

In conclusion, analysts stated: "AI's dominance in the equity markets is expected to persist for the foreseeable future."