[Foreign-funded public offerings optimize the position structure, technology growth is still the focus] October 30th, as the disclosure of the third quarterly report of public funds in 2026 has come to an end, the latest position trends of wholly foreign-owned public funds have gradually become clear. Judging from the position adjustment in the third quarter, some foreign public funds, while maintaining equity asset allocation, moderately increased their positions in stable assets such as banks, and continued to explore investment opportunities in artificial intelligence, semiconductor and other technology fields. The investment portfolio paid more attention to industry balance and risk-return matching. Many interviewees believe that the relevant adjustment is not a simple switch of investment styles, but that fund managers pay more attention to the quality of corporate earnings, valuation levels and performance fulfillment capabilities while seizing opportunities for technological growth. (Securities Daily)