吴说区块链|Jan 07, 2026 05:13
According to WuShuo, Bridgewater Associates founder Ray Dalio stated in his 2025 annual summary that the 2026 U.S. midterm elections could trigger significant political changes, with the Republican Party potentially losing seats in both the Senate and the House of Representatives. Current favorable policies may likely be reversed, and areas such as taxes, regulations, and policies could start putting pressure on corporate profits.
He pointed out that the depreciation of the U.S. dollar is not just a short-term fluctuation but a long-term structural trend, with real returns expected to remain lower than those of non-dollar assets like gold and the Chinese yuan over the long term.
Regarding the rise in U.S. stocks, Dalio believes that this rally is primarily supported by a few major companies in the AI sector. While these companies are indeed profitable and not part of a fake internet bubble, the issue lies in the fact that current valuations have already priced in future expectations.
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