EPISODE · Apr 19, 2026 · 6 MIN
HALO交易：AI难撼的硬资产逻辑
from 深度
AI可替代程序员却替代不了炼油厂，这就是HALO交易的核心。HALO即重资产低淘汰率，像公用事业、矿业等板块今年跑赢大盘，而云计算巨头却遇冷。估值折价消失后机构观点分化，深层逻辑指向美国治世终结与稀缺性，HALO会是新投资因子吗？
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HALO交易：AI难撼的硬资产逻辑
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