中信建投：“HALO”交易正席卷全球聚焦高壁垒实体资产和AI基建增量环节

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智通财经APP获悉，中信建投发布研报称，近期内外部扰动因素有所增多，多空力量仍在拉力角逐，春季行情预计进入尾声，市场由上行期转向震荡阶段。美伊地缘冲突短期难以缓解，国际油价和贵金属价格可能因此持续强势，战略资产有望长期溢价。AI算力需求和资本开支强劲扩张，AI算力外溢带动细分产业涨价值得关注，有望在2026年形成业绩兑现的强确定性。“HALO”交易正在席卷全球，实物资产板块迎来价值重估，聚焦高壁垒...

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中信建投：“HALO”交易正席卷全球 聚焦高壁垒实体资产和AI基建增量环节

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中信建投：“HALO”交易正席卷全球聚焦高壁垒实体资产和AI基建增量环节