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The Halo trade: a fad or the future?
“光环”交易:一时风潮还是未来所向?

Some commentators believe Heavy Assets, Low Obsolescence companies could be an investment antidote to markets ravaged by AI
一些评论人士认为,“重资产、低淘汰”的公司,或可成为被AI重创的金融市场的投资解药。

Nothing signifies integrity and probity like a halo. Using it with regard to companies might sound odd, yet the Halo narrative grabbed some headlines this year as investors struggled to assess which companies would be ravaged by the disruptive forces unleashed by AI.  

没有什么比“光环”更能象征正直与廉洁。用它来形容公司或许显得奇怪,但今年“光环”(Halo)叙事登上了不少头条,因为投资者难以判断哪些公司会被AI释放的颠覆性力量所重创。

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