当全球市场在不确定性中持续摇摆,投资者期望尽快找到“锚点”。 在AI颠覆恐慌和地缘政治冲突的双重影响下,“HALO资产”因其确定性和稀缺性一度成为资本追逐的热点。当下,因安全溢价日益凸显而成为焦点的中国资产,将与HALO交易有何交集? “HALO资产”全称是“Heavy Asset,Low Obsolescence”,即具备重资产、低淘汰率特质的企业资产类别。该交易理念于2026年2月初首次...
Source Link当全球市场在不确定性中持续摇摆,投资者期望尽快找到“锚点”。 在AI颠覆恐慌和地缘政治冲突的双重影响下,“HALO资产”因其确定性和稀缺性一度成为资本追逐的热点。当下,因安全溢价日益凸显而成为焦点的中国资产,将与HALO交易有何交集? “HALO资产”全称是“Heavy Asset,Low Obsolescence”,即具备重资产、低淘汰率特质的企业资产类别。该交易理念于2026年2月初首次...
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