Foreign capital discusses year-end asset allocation: Stick to the technology theme and increase positions in gold on dips

As the year-end approaches, global market volatility intensifies. How should institutional investors respond? Several foreign institutions have stated that the key lies in optimizing the portfolio structure. Specifically: in the A-share market, some foreign capital is sticking to the technology growth line represented by AI and is taking advantage of sector rotation to focus on opportunities in diffusion areas such as power equipment; the Hong Kong stock market, which has seen a fundamental bottoming out and is gathering scarce targets, is expected to continue strengthening; the recent pullback in gold prices is providing a good entry point for medium to long-term positioning. (Shanghai Securities Journal)