诺亚控股：AI资本开支未必推升股价
2026-07-23 10:53:12
据明报报道，诺亚控股（6686）日前发表下半年CIO报告并与传媒交流，诺亚CIO办公室主编、该行香港ARK总经理陈昆才指出，AI产业创纪录的资本开支指引未必有助股价上涨，资本市场将开始主动为支撑AI发展的基础设施、资源及经济体系定价。
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