Long-Term Stability

Noah Holdings’ H1 2026 CIO Report reclassifies AI from a tech theme to a critical infrastructure asset. Facing macroeconomic uncertainty, wealth management now prioritizes long-term stability over short-term gains. The report emphasizes investing in AI’s physical underpinnings like data centers and energy systems. Noah suggests AI infrastructure as a portfolio anchor, complementing traditional assets to reduce volatility and ensure durable cash flows, aiding families in preserving direction and dignity across market cycles.