Xin Lang Cai Jing·2025-08-31 08:41Core Insights - The report highlights key events and investment clues to watch in September, particularly focusing on the potential interest rate cuts by the Federal Reserve, which may strengthen the weak dollar environment and catalyze resource commodities, especially precious metals and copper [1] - The upcoming product launches from Apple and META are expected to drive a new wave of sustainable trends in edge devices and AI ecosystems, with a particular emphasis on the consumer electronics sector, especially the Apple supply chain [1] - The report identifies three lines of clues regarding the trend of "anti-involution," including industries with high capital expenditure intensity showing signs of marginal reduction, sectors demonstrating industry self-discipline or policy implementation, and industries that rely on quotas to continuously enhance profit margins [1] - An increase in innovative drug catalysts is anticipated in September, with recent technology shifts clearing out short-term speculative investments, suggesting that innovative drugs may continue to rise after this adjustment [1] - The report recommends focusing on resource sectors, innovative drugs, consumer electronics, chemicals, gaming, and military industries for investment in September [1]