基金净值异动背后，谁在震荡中悄悄加仓？

Group 1 - The core viewpoint is that many quality assets have returned to reasonable valuation levels following adjustments in technology, consumer, and cyclical sectors, prompting fund managers to consider increasing positions in late November to early December [1] - As of November 24, 59 new active equity funds have been established since November, with 51 of them experiencing changes in unit net value, indicating that fund managers are beginning to build positions [2][4] - Despite the market's volatility, only 400 out of over 8000 active equity funds have shown positive net value growth since November, highlighting the challenges faced by investors [2] Group 2 - Institutions believe that the main market trends are not yet at a peak, as the market needs time to digest previous rapid gains, and the fourth quarter is typically characterized by significant volatility [4] - After recent adjustments, many quality assets have returned to reasonable valuation levels, suggesting that the market may be approaching a phase of low points [4] - 华夏基金 suggests focusing on opportunities in the gaming, Hang Seng Technology, and TMT sectors, as these areas have seen significant corrections and may present favorable investment conditions [5]