{"schema":"hottub-news/story/v1","story":"st_7jg3dwnsubqgd7bi6iza","title":"野村：AI行情續航 資產配置也要升級","title_en":"Nomura: AI market continues to thrive, asset allocation also needs to be upgraded","outlets":1,"brief":null,"page":"https://hottub.news/stories/nomura-ai-market-continues-to-thrive-asset-allocation-also-needs-to-be-7jg3dwnsub","count":1,"items":[{"id":"n_7jg3dwnsubqgd7bi6iza","seq":1422834,"kind":"article","title":"野村：AI行情續航 資產配置也要升級","title_en":"Nomura: AI market continues to thrive, asset allocation also needs to be upgraded","url":"https://tw.news.yahoo.com/%E9%87%8E%E6%9D%91-ai%E8%A1%8C%E6%83%85%E7%BA%8C%E8%88%AA-%E8%B3%87%E7%94%A2%E9%85%8D%E7%BD%AE%E4%B9%9F%E8%A6%81%E5%8D%87%E7%B4%9A-195629075.html","summary":"【記者柯安聰台北報導】AI持續引領全球投資趨勢，科技創新與企業資本支出也為市場注入長期成長動能。面對近期美股高檔震盪、美債殖利率走高。野村投信表示，AI中長期成長趨勢並未改變，投資人除了持續掌握AI主...","published":"2026-10-02T19:56:29Z","seen":"2026-10-02T20:29:07Z","lang":"zh","country":"TW","source":{"id":"kite-tw-news-yahoo-com-ae7227","name":"tw.news.yahoo.com","domain":"tw.news.yahoo.com"},"via":"kite-tw-news-yahoo-com-ae7227","entities":[{"id":"Q22111290","name":"Shūhei Nomura","type":"org"}],"story":"st_7jg3dwnsubqgd7bi6iza","category":"economy-business","category_p":0.9200000166893005,"sentiment":"neutral","tone":0.3100000023841858,"political":0.019999999552965164}]}