---
title: "Foreign capital discusses year-end asset allocation: Stick to the technology theme and increase positions in gold on dips"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/265222643.md"
description: "As the year-end approaches, global market volatility has intensified, and foreign institutions recommend optimizing the portfolio structure. In the A-share market, foreign capital focuses on opportunities in technology growth lines represented by AI and sectors such as power equipment; the fundamentals of the Hong Kong stock market are recovering, and the outlook is optimistic; gold prices have retreated, providing a good entry point for medium to long-term positioning"
datetime: "2025-11-10T22:21:47.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/265222643.md)
  - [en](https://longbridge.com/en/news/265222643.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/265222643.md)
---

> Supported Languages: [简体中文](https://longbridge.com/zh-CN/news/265222643.md) | [繁體中文](https://longbridge.com/zh-HK/news/265222643.md)


# 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)

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