In recent times, the A-share market has witnessed heightened volatility, with the rebalancing of investment styles capturing the spotlight among market participants. Several renowned managers of balanced funds preemptively tweaked their portfolios in the third quarter. According to the third-quarter reports, beyond the transformative prospects presented by AI, sectors like construction machinery, chemicals, and non-ferrous metals have also surfaced as promising investment avenues. In certain niche markets, both product output and prices are currently at subdued levels. However, with the anticipated resurgence of overseas demand in the years ahead, revenues are projected to sustain growth. Some institutions posit that recent anticipations of market shifts have intensified, and the upswing in cyclical sectors is a reflection of the market's balancing act between performance and valuation. Currently, the barbell allocation strategy continues to serve as the cornerstone for achieving an optimal balance between risk and return.