家族办公室 · 2026 年 10 月第 2 周

摩根大通调查:74%国际家办视AI为首要投资主题 地缘风险最令人担忧

WealthBriefingAsia · 2026-10-08

摩根大通私人银行调查125家国际家办,74%将AI列为首要投资主题,66%最担心地缘政治风险。过去半年25%加码公开股票,43%新增另类资产配置,银行称属策略性转向而非例行再平衡,基础建设以36%居次。

学习单字
  • routine rebalancing例行性的投资组合再平衡
  • strategic shift策略性转向
  • persistent inflation顽固(持续)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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