高盛：AI 重塑市场，“HALO” 概念股成新风尚

Group 1 - The core viewpoint of the article highlights that investors are favoring stocks with "HALO effect" characteristics, which include heavy assets and low obsolescence rates [1] - Goldman Sachs strategists noted that the market is rewarding assets that possess capacity, networks, infrastructure, and engineering technology barriers, as these assets have high replication costs and are less affected by technological obsolescence [1]