Key Takeaways
According to Tom Lee, banks stand to be major beneficiaries of both artificial intelligence and blockchain technology.
Lee suggested that banks like JPMorgan and Goldman Sachs could be t...

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                <h3>Key Takeaways</h3>
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                                            <li>According to Tom Lee, banks stand to be major beneficiaries of both artificial intelligence and blockchain technology.</li>
                                            <li>Lee suggested that banks like JPMorgan and Goldman Sachs could be the next Mag 7.</li>
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        <p>Major financial institutions could see margin expansion by adopting artificial intelligence (AI) and blockchain technologies, said Fundstrat’s Tom Lee in a recent interview with CNBC. He suggested that tech-forward banks like JPMorgan and Goldman Sachs could become the next Magnificent Seven-style leaders.</p>
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<p>“Financial services companies are really big beneficiaries of AI, and they’re big beneficiaries of using blockchain technology. Both will allow them to reduce their employee intensity of their business,” Lee noted. “I think the large tech-forward banks are going to start to see margin expansion and trade more like tech stocks in the future.”</p>
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<adv/><p>Lee expects a more dovish Fed to help business confidence recover, with the ISM manufacturing index potentially moving back above 50. He believes that could create tailwinds for traditional cyclical sectors like industrials, energy, and basic materials.</p>
<p>The strategist previously stated that when the ISM exceeds 50, it historically correlates with strong growth cycles in Bitcoin and Ethereum.</p>
<p>As for the short-term picture, Lee restated his bullish stance for early 2026, noting that the stretch from the last week of the year into the first days of January has typically produced stronger-than-usual returns.</p>

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Tom Lee says blockchain and AI could turn JPMorgan and Goldman Sachs into next Mag 7

重點總結

湯姆李認為，銀行將成為人工智慧和區塊鏈技術的主要受益者。

李指出，摩根大通和高盛等銀行可能會…

<div><div><section><h3>重點總結</h3><ul><li>湯姆李認為，銀行將成為人工智慧和區塊鏈技術的主要受益者。</li><li>李認為摩根大通和高盛等銀行可能成為下一個七大巨頭。</li></ul></section><p> Fundstrat 的 Tom Lee 在最近接受 CNBC 採訪時表示，大型金融機構可以透過採用人工智慧 (AI) 和區塊鏈技術來提升利潤率。他認為，像摩根大通和高盛這樣走在科技前線的銀行，有可能成為下一個「七巨頭」式的產業領導者。</p><adv/><blockquote><p>李指出：“金融服務公司是人工智慧和區塊鏈技術的最大受益者。這兩項技術都將幫助他們降低業務對員工的依賴程度。我認為，未來大型科技銀行的利潤率將會提高，交易方式也會更像科技股。”</p></blockquote><adv/><p>李預期聯準會採取更為鴿派的立場將有助於企業信心復甦，ISM製造業指數可能重回50以上。他認為，這可能為工業、能源和基礎材料等傳統週期性產業帶來利好。</p><p>該策略師先前曾表示，當 ISM 指數超過 50 時，歷史上與比特幣和以太坊的強勁增長週期相關。</p><p>至於短期前景，李重申了他對 2026 年初的看漲立場，並指出從去年最後一周到 1 月初這段時間通常會產生比平時更強的回報。</p></div></div>

Tom Lee表示，區塊鏈和人工智慧可能使摩根大通和高盛成為下一個Mag7。

過去半年，我從一個 Web3 的旁觀者，走進了支付行業內部。而現在，我選擇停下來，不再繼續做 Web3 支付。
這並不是一次失敗後的撤退，而是在真正下場之後，做出的判斷調整。這半年裡，我去過義烏、水貝、莆田，也去過墨西哥，看那些報告裡最熱鬧的地方，支付到底是怎麼被做出來的。我也下了場，搭過 Web3 支付的 MVP，接過賬戶，做過Web3收款工具，試著把想象中的路徑，從第一步跑到最後一步。
但越往...

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比特幣社群正在激烈討論“貓”的提案。

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價格下降的情景……