近两个多月，以“Heavy Assets（重资产）和Low Obsolescence（低淘汰率）”为关键词的HALO交易在华尔街走红。 基于“AI技术快速迭代颠覆轻资产模式”的担忧，资金从软件板块流向能源、公用事业等高门槛、需求刚性领域。 映射到A股市场，年初至今，石油石化、有色金属、基础化工、电力等板块表现亮眼。 “A股与HALO逻辑高度契合。”博时基金首席权益策略分析师陈显顺向21世纪经济报道...
Source Link近两个多月，以“Heavy Assets（重资产）和Low Obsolescence（低淘汰率）”为关键词的HALO交易在华尔街走红。 基于“AI技术快速迭代颠覆轻资产模式”的担忧，资金从软件板块流向能源、公用事业等高门槛、需求刚性领域。 映射到A股市场，年初至今，石油石化、有色金属、基础化工、电力等板块表现亮眼。 “A股与HALO逻辑高度契合。”博时基金首席权益策略分析师陈显顺向21世纪经济报道...
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