值得关注的是,HALO交易(HeavyAssets LowObsolescence,重资产、低淘汰)成为当前全球资本市场的核心主线之一,其核心逻辑是做多AI难以替代、且为AI所依赖的实体硬资产。有色金属板块因具备重资产属性、战略资源稀缺性、AI基建刚需三大特征,成为HALO交易的核心受益赛道。
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The list of attendees included entrepreneurs working on RL environments and agent security, researchers and engineers working on confidential computing and on-device inference, professors on critical thinking and electrical engineering, AI alignment and governance experts, VCs, and even marketers made coders through AI.
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因此可以初步认为,赵明履职千里科技,将形成印奇主抓AI技术战略,赵明主攻AI商业模式闭环的内部格局。