高盛的这张图表让人大开眼界：重资产股票表现不佳。鉴于创新步伐的加快，很难建议投资者，避开那些继续产生如此令人印象深刻的回报的轻资本行业。然而，在重资产股票中寻找赢家的机会似乎越来越明显。This chart from Goldman Sachs is eye-opening: Asset-heavy stocks have underperformed a great deal. Given the accelerating pace of innovation so apparent all around us, it’s tough to suggest that investors should shun capital-light industries that continue to compound such impressive returns.