【研选行业】AI估值大分化！轻资产泡沫化VS重资产洼地，HALO资产配置窗口开启！机构力推这些标的

Group 1 - The article highlights a significant valuation divergence in the AI sector, indicating a bubble in light asset-heavy companies while heavy asset companies are seen as undervalued, suggesting an asset allocation window for HALO [1] - The article discusses the hidden profit margins in computing infrastructure, with market size expanding from billions to trillions, and identifies domestic leaders entering the cloud vendor supply chain, showing performance elasticity [1] - The geopolitical situation in the Middle East is affecting energy routes, leading to a price and valuation resonance in the fertilizer sector [1] - The cement industry is expected to reach a profitability inflection point driven by price increases and supportive policies [1]