HTSC: Market volatility increases, pay attention to opportunities in oversold sectors

36Kr
2025.11.22 01:46

On November 22nd, HTSC's research report stated that market volatility has increased, and attention should be paid to opportunities in over-adjusted sectors. Recently, the domestic stock market has experienced heightened volatility, stemming from the "transition" in technology and pro-cyclical narratives, as well as marginal tightening of liquidity. Leverage positions and emotional trading may further amplify volatility. The report believes that the main thread of China's asset revaluation and the demand for core assets remain unchanged, and the current adjustment creates a healthier environment for future performance. Due to the recent noticeable emotional trading, some quality assets may have been "wrongly punished," thereby creating layout opportunities. (Everyday Economic Network)