家族辦公室 · 2026 年 10 月第 2 週

摩根大通調查:74%國際家辦視AI為首要投資主題 地緣風險最令人擔憂

WealthBriefingAsia · 2026-10-08

摩根大通私人銀行調查125家國際家辦,74%將AI列為首要投資主題,66%最擔心地緣政治風險。過去半年25%加碼公開股票,43%新增另類資產配置,銀行稱屬策略性轉向而非例行再平衡,基礎建設以36%居次。

學習單字
  • routine rebalancing例行性的投資組合再平衡
  • strategic shift策略性轉向
  • persistent inflation頑固(持續)的通膨

JP Morgan pulse survey: 74% of international family offices make AI a top priority

JP Morgan Private Bank's pulse survey of 125 international family offices found 74% rank AI a top priority and 66% see geopolitics as the biggest portfolio risk. Over six months, 25% added to public equities and 43% made new allocations to alternatives, which the bank called a strategic shift; infrastructure (36%) ranked next.

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