大老师Bugsbunny |DRAM UP only
大老师Bugsbunny |DRAM UP only|Mar 06, 2026 15:33
Those who are equally interested can take a look at Halo Trading This is almost Wall Street's smart money high direction ————— HALO trading (full name Heavy Assets, Low Obsolescence) is an investment strategy that emerged in the era of artificial intelligence (AI). core logic -Background: With the rapid development of AI technology, market funds have shifted from overvalued and volatile AI technology stocks (such as data centers and chips) to areas that are not easily replaced by AI and have physical heavy assets (such as factories, equipment, and resources). These assets have a 'Low Obsolescence', occupy a strategic position in the global industrial chain, and have stable cash flow. -Proposed by Josh Brown, CEO of Ritholtz Wealth Management, and widely recognized by Wall Street institutions such as Goldman Sachs, Morgan Stanley, and JPMorgan Chase. Beneficial sector (mapping between US and A-share) In the US market, HALO trading mainly drives up the following sectors: -Industry: Construction machinery, agricultural machinery manufacturing. -Materials: Nonferrous metals, chemical industry. -Energy: oil and gas production, refining. -Public utilities: electricity, gas, water. -Other: logistics, goods (such as consumer essentials like Coca Cola).
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