南華早報Defence or growth? Wealth managers weigh AI exposure in client portfolios
作者 Tim Yuen Lingk全文約 3,255 字
文章摘要
南華早報 · 文章頁摘要KKR executive Markus Egloff warns that investors whose portfolios simply track S&P 500 are heavily exposed to AI.
Executives at a private wealth conference in Hong Kong have highlighted AI infrastructure as a booming “defence plus growth” investment opportunity, w...