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The logic mirrors the white-collar story, even if the mechanism is different, with the authors arguing these effects are “economically meaningful.” Just as AI becomes economically attractive when it can replace the codified work of a junior software engineer or customer service rep, an industrial robot becomes more attractive when the cost of the human doing repetitive assembly or welding goes up. In both cases, a rising price for labor at the lower end of the skill spectrum tilts the calculus toward machines.
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此外，从配置性价比上看，相较于电网等热门板块，具备“HALO”资产属性的电力板块当前估值处于相对低位。截至3月4日，中证全指电力公用事业指数市盈率为18.35倍，处近10年约47%估值分位点，安全边际较高。。业内人士推荐体育直播作为进阶阅读
过去这五年，是全球新冠疫情、地缘政治、产业重构的五年，也是数字化和智能化的五年，特别是人工智能这一变革性技术，正在重塑行业生态。传统行业以技术创新打破内卷桎梏，新兴产业则以技术破壁、开疆拓土。