[The unpopular sectors in the early stage have become popular, and the capital game is looking for new consensus] September 10th, in the recent volatile market conditions, catalyzed by weather and other events and affected by the demand for funds such as "high and low", the early unpopular sectors, led by grain and livestock, are quickly attracting market attention. Since July, ETFs with themes such as food, agriculture, animal husbandry, agriculture, and breeding have collectively risen sharply, with the highest increase exceeding 20%. At the same time, the public offering industry has stepped up its deployment of investment tools, and agricultural-related themed products have expanded significantly this year, absorbing some outflows from high-end sectors. Industry insiders believe that the rebound of these early unpopular sectors is generally event-driven and structurally complementary. The sustainability still depends on whether the catalyst can realize the expected price and profit. Once the crowding level in an unpopular direction increases rapidly in the early stage, it is more likely that the pulse will peak. However, for sectors such as breeding that have reached an industrial turning point, they may just take this opportunity to wait for funds to form more consensus. The current market is in a state of rebalancing styles, diversifying opportunities, and normalizing fluctuations. Industry insiders suggest that maintaining "AI mainline + moderate balance of styles" can be considered in configuration. (China Securities Journal)