和讯投顾葛鋆隆：人民币升值利空黄金？ 炒黄金这么操作可以帮你对冲人民币汇率！

Group 1 - The strengthening of the RMB negatively impacts the profits of gold holders, as gold is priced in RMB, leading to lower gold prices when the RMB appreciates [1] - There is a proposed hedging strategy involving the Hang Seng Tech Index, which shows a negative correlation with the RMB exchange rate; when the Hang Seng Tech rises, the RMB tends to be strong [1] - Recent market movements indicate that as the RMB weakened from 7.35 to approximately 6.99, the Hang Seng Tech Index experienced an increase, suggesting a pattern where a stronger RMB benefits stock assets like the Hang Seng Tech [1] Group 2 - The underlying logic suggests that overseas capital perceives the RMB will continue to appreciate, leading to the selling of USD for RMB, which is then likely invested in the Hong Kong capital market, including assets like the Hang Seng Tech and Hong Kong dividend stocks [2] - This investment strategy allows capital to benefit from both RMB appreciation and dividend income from holdings in stocks [2] - The current trend of a strengthening RMB presents an opportunity to allocate assets towards the Hang Seng Tech or Hong Kong stocks [2]