全球不确定性依然较高，稀缺性和确定性资产重要性上升

Group 1 - The global uncertainty remains high due to significant events such as the U.S. government shutdown and potential leadership changes in Japan, leading to increased demand for scarce and certain assets [1] - Global gold prices have surged above $4000 per ounce, with the Hong Kong stock market's metals sector rising by 5.7% during the holiday, outperforming broader indices [1] - The U.S. dollar index has decreased by 8.8% year-to-date, indicating a trend of de-dollarization as funds seek diversification into emerging markets [1] Group 2 - Hong Kong, as a major financial center and the largest offshore RMB hub, is positioned to attract significant capital returning from the U.S. and provide high liquidity and quality RMB assets [2] - The Hong Kong stock market has seen a 45% increase in the Hang Seng Tech Index this year, driven by the resurgence of AI narratives and strong performance in the technology sector [2] - The technology sector in Hong Kong is expected to lead a new round of asset revaluation, with significant mid-term investment value [2]