“AI 颠覆一切” 席卷股票市场 何处是安全避风港?高盛给出关键词:HALO

智通财经
Feb 24

华尔街金融巨头高盛集团的策略师们发布研报称,拥有有形性质生产资产的重资产型公司股价正在显著跑赢全球股票市场,主要因为包括对冲基金与散户们在内的全球投资者们积极寻求能够躲避“人工智能颠覆一切”抛售风暴的安全避风港之际,默契将投资目光转向那些重资产密集型的HALO(Heavy Assets,Low Obsolescence,即聚焦重资产且低AI淘汰风险)类股票标的。高盛研究团队表示,其汇编的“重资产...

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