景顺亚太区投资解决方案客户总监:人工智能基础设施蕴藏投资机遇

智通财经
Oct 18
【景顺亚太区投资解决方案客户总监:人工智能基础设施蕴藏投资机遇】10月17日,在上海举办的“全球财富管理论坛·2026上海苏河湾大会”上,景顺亚太区投资解决方案客户总监Christopher Hamilton强调,过去十年行之有效的投资方法,未必足以应对未来十年。投资者可能需要拓宽机会范围,分散回报来源,并以更一体化的方式构建投资组合。Hamilton提醒,当市场对货币购买力、主权信用或金融体系稳定性的关注上升时,黄金可能获得更多关注。地缘政治不确定性及储备多元化需求,也可能影响部分机构投资者的资产配置选择。因此,黄金的表现并非仅受通胀或大宗商品价格影响,也可能反映市场对货币体系、实际利率及风险情绪等因素的综合判断。Hamilton表示,人工智能相关的长期影响可能延伸至科技行业之外,基础设施、公用事业、能源和工业供应链等领域也可能受到其发展及资本开支需求的影响。人工智能是一项需要实体基础设施支撑的数字化变革。

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