2026年以来,全球资本市场掀起一股“硬资产”投资热潮,HALO交易(重资产、低淘汰,Heavy Assets, Low Obsolescence)从华尔街快速蔓延至A股,成为当前市场最受关注的交易策略。3月2日,美伊冲突升级引发全球能源、资源价格大幅波动,国际油价开盘一度飙升逾10%,现货黄金一度突破5400美元/盎司,进一步点燃HALO资产的投资热情,让这一交易策略的热度达到顶峰。HALO交易...
Source Link2026年以来,全球资本市场掀起一股“硬资产”投资热潮,HALO交易(重资产、低淘汰,Heavy Assets, Low Obsolescence)从华尔街快速蔓延至A股,成为当前市场最受关注的交易策略。3月2日,美伊冲突升级引发全球能源、资源价格大幅波动,国际油价开盘一度飙升逾10%,现货黄金一度突破5400美元/盎司,进一步点燃HALO资产的投资热情,让这一交易策略的热度达到顶峰。HALO交易...
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