In the market market that has fluctuated repeatedly recently, the unpopular sectors in the early stages, led by food and animal husbandry, are rapidly attracting the attention of the market due to the catalytic effects of events such as weather and “cutting high and low” in capital. Since July, ETFs with themes such as food, agriculture and animal husbandry have collectively surged, with a maximum increase of more than 20%. At the same time, the public funding industry has stepped up the layout of investment tools, and agriculture-related themed products have been greatly expanded this year, taking on capital outflows from some high-ranking sectors. Industry insiders believe that the overall rebound in these unpopular sectors in the early stages was driven by biased events and the sustainability of the structure still depends on whether the catalyst can be realized from expectations to prices and profits. Once the level of congestion increases rapidly in the unpopular direction in the early stages, there is a high possibility that the pulse will peak. However, more consensus was reached on sectors such as aquaculture that have already reached an inflection point in the industry, or they just happened to take this opportunity to wait for funding. Currently, the market is in a state of style rebalancing, diversification of opportunities, and normalization of fluctuations. Industry insiders suggest that in terms of configuration, consideration could be given to maintaining a “moderate balance of AI mainline+style”.

In the market market that has fluctuated repeatedly recently, the unpopular sectors in the early stages, led by food and animal husbandry, are rapidly attracting the attention of the market due to the catalytic effects of events such as weather and “cutting high and low” in capital. Since July, ETFs with themes such as food, agriculture and animal husbandry have collectively surged, with a maximum increase of more than 20%. At the same time, the public funding industry has stepped up the layout of investment tools, and agriculture-related themed products have been greatly expanded this year, taking on capital outflows from some high-ranking sectors. Industry insiders believe that the overall rebound in these unpopular sectors in the early stages was driven by biased events and the sustainability of the structure still depends on whether the catalyst can be realized from expectations to prices and profits. Once the level of congestion increases rapidly in the unpopular direction in the early stages, there is a high possibility that the pulse will peak. However, more consensus was reached on sectors such as aquaculture that have already reached an inflection point in the industry, or they just happened to take this opportunity to wait for funding. Currently, the market is in a state of style rebalancing, diversification of opportunities, and normalization of fluctuations. Industry insiders suggest that in terms of configuration, consideration could be given to maintaining a “moderate balance of AI mainline+style”.