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諾亞：AI產業創紀錄資本開支未必助股價上漲

Future Wealths
Future Wealths
23 7 月, 2026
One Min Read
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諾亞控股（6686）日前發表下半年CIO報告，與傳媒交流，諾亞CIO辦公室主編、該行的香港ARK總經理陳昆才指出，在AI（人工智能）產業創紀錄的資本開支指引，未必幫助股價上漲。資本市場會開始主動為支撐AI發展的基礎設施、資源與經濟體系定價。

原文: https://finance.mingpao.com/fin/instantf/20260723/1784802582410/%E8%AB%BE%E4%BA%9E-ai%E7%94%A2%E6%A5%AD%E5%89%B5%E7%B4%80%E9%8C%84%E8%B3%87%E6%9C%AC%E9%96%8B%E6%94%AF%E6%9C%AA%E5%BF%85%E5%8A%A9%E8%82%A1%E5%83%B9%E4%B8%8A%E6%BC%B2%22%20target=%22blank

Last Update: 23 7 月, 2026

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