Foreign investors discussing year-end asset allocation: Stick to the technology sector, add to gold positions on dips.

As the year end approaches, global market volatility intensifies. How should institutional investors respond? Several foreign institutions have indicated that the key is to optimize the portfolio structure. Specifically: In the A-share market, some foreign investors are sticking to the technology growth theme represented by AI, using sector rotation to focus on opportunities in the spreading field such as power equipment; the Hong Kong stock market, which is the first to see a rebound in fundamentals and gathers scarce targets, is expected to continue to strengthen; the temporary decline in gold prices is providing a good entry point for long-term positioning.