策略要点：HALO 效应-AI 时代下的重资产、低折旧特性-Strategy Matters_ The HALO effect_ Heavy Assets, Low Obsolescence in the AI era

STRATEGY MATTERS The HALO effect: Heavy Assets, Low Obsolescence in the AI era Investors should consider this report as only a single factor in making their investment decision. For Reg AC certification and other important disclosures, see the Disclosure Appendix, or go to www.gs.com/research/hedge.html. Guillaume Jaisson +44(20)7552-3000 | guillaume.jaisson@gs.com Goldman Sachs International Peter Oppenheimer +44(20)7552-5782 | peter.oppenheimer@gs.com Goldman Sachs International Sharon Bell +44(20)7552-13 ...