Goldman Sachs: AI is reshaping the market, "HALO" concept stocks become a new trend.

Goldman Sachs said that in an era where artificial intelligence is disrupting markets, actual returns are increasing, and geopolitical landscape is becoming more differentiated, investors are flocking to stocks with "HALO effect" characteristics. Goldman Sachs strategists wrote in a report, "The market is rewarding assets with barriers to entry such as production capacity, networks, infrastructure, and engineering technology - assets with high replication costs and less susceptible to being eliminated by technological iterations."