华尔街最讨厌的九月来了！

Group 1 - August saw significant gains in the US and European stock markets, with the S&P 500 reaching a historic high above 6500 points and the Dow Jones also hitting new highs, while the European Stoxx 600 recorded its first consecutive monthly gains since February [1] - Historical data indicates that September is typically the worst-performing month for US and European stock markets, with the Dow, S&P, and Nasdaq traditionally experiencing their largest declines during this month [3] - In Europe, there is a clear divergence in market performance, with banking stocks leading gains and media stocks lagging behind, particularly due to concerns over the impact of AI on the sector [4][5] Group 2 - European banking stocks reached their highest levels since the 2008 financial crisis, driven by positive earnings reports and ongoing merger rumors, with Deutsche Bank showing a year-to-date increase of over 100% [4] - Media stocks have suffered a decline of over 8% in the past two months, with WPP, an advertising group, experiencing a 71% drop in pre-tax profits and lowering its full-year guidance [5] - Institutional views on market trends for September and beyond are divided, with some analysts remaining optimistic about a continued bull market, while others express caution regarding economic pressures [6][7]