A New Era for Wealth Management: Noah Holdings' H1 2026 CIO Report Emphasizes AI Infrastructure as a Long-Term Asset for Wealth Allocation

Noah Holdings' H1 2026 CIO Report highlights the emergence of AI infrastructure as a critical long-term asset for wealth allocation, shifting the core objective of wealth management from maximizing short-term returns to preserving long-term certainty. The Report argues that AI infrastructure is a strategic portfolio anchor, providing structural complementarity, and outlines a three-layer allocation framework for family portfolios. Noah's CIO Office believes that AI has moved beyond the "software-only" phase and entered a long-term infrastructure-building cycle.