Should investors 'stand in the light or till the soil?' This tongue-in-cheek question circulating among investors vividly captures the divergent fortunes across investment sectors. Here, 'light' symbolizes the AI computing power industrial chain sectors, such as optical modules, while 'soil' metaphorically represents undervalued sectors like agricultural cultivation and grain. This dichotomy is particularly evident in the performance of public funds. Wind data reveals that as of September 15, agricultural-themed funds and AI-themed funds launched around the same time this year have shown a return differential exceeding 30 percentage points, with certain overlooked sectors staging a phased comeback.

It is reported that some public funds are now embracing contrarian strategies, launching new products and promoting existing ones to invest in sectors currently trading at low valuations. However, transitioning from launching products against market trends to helping investors stay the course with these investments is no easy feat. It demands not only astute investment research judgment but also the sales team's resilience and a strategic consensus within the institution.