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ZZ: 2017展望# Stock
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Infrastructure spending—The potential for increased government spending on
roads, bridges, and the military, among others, could boost certain energy,
materials, and industrial stocks.
Regulatory environment—The new administration's stance on financial and
environmental regulation could affect financial and energy stocks.
Bio-therapeutics—Advances in cardiovascular preventive drugs, Alzheimer
treatments, and immune-oncology treatments may drive health care stocks.
Big data—Select real estate stocks, such as REITs, that operate modern
warehouses and data centers may be able to capitalize on the big data trend.
Artificial intelligence—The pace of change in AI is accelerating, with
certain tech companies emerging as key leaders.
Internet of things—Self-driving vehicles, wearable devices, robotics,
unified control modules and sensors, and telematics may spark some tech,
industrial, and energy stocks.
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