伴随AI智能体OpenClaw（龙虾）爆火刷新了AI产业的落地进展，“对抗”AI的投资策略“HALO”也火了。HALO是四个英文单词的首字母缩写——Heavy Asset（重资产）与Low Obsolescence（低淘汰），通常指以油气能源、基建为代表的投资标的。Wind统计的近一个月涨幅居前的个股，不少均可纳入HALO范畴中。不过相较舆论场上的热度，HALO策略在现实中的落地或许并没有那么显著...
Source Link伴随AI智能体OpenClaw（龙虾）爆火刷新了AI产业的落地进展，“对抗”AI的投资策略“HALO”也火了。HALO是四个英文单词的首字母缩写——Heavy Asset（重资产）与Low Obsolescence（低淘汰），通常指以油气能源、基建为代表的投资标的。Wind统计的近一个月涨幅居前的个股，不少均可纳入HALO范畴中。不过相较舆论场上的热度，HALO策略在现实中的落地或许并没有那么显著...
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