Sou Hu Cai Jing·2025-08-31 15:52Market Performance - The A-share market showed strong performance in August, with the Shanghai Composite Index surpassing 3800 points and achieving a monthly increase of 7.97% [1] - The Shenzhen Component Index rose by 15.32%, while the ChiNext Index led the market with a remarkable increase of 24.13% [1] Investment Recommendations - Multiple brokerages released monthly investment portfolio suggestions covering various sectors such as consumption, technology, and finance [1] - ZTE Corporation received unanimous recommendations from three brokerages, highlighting its strong performance [1] - Other favored stocks include Kingsoft Office, New Yisheng, Jingchen Technology, and Leisai Intelligent, each receiving recommendations from two brokerages [1][2] Sector Focus - Brokerages believe the A-share market is likely to continue its upward trend, focusing on technology, cyclical sectors, and "anti-involution" manufacturing [4] - Shenwan Hongyuan noted a bullish market atmosphere with limited correction, suggesting investors pay attention to breakthroughs in the domestic technology chain and trends in advanced manufacturing [4] - Zhongyuan Securities observed a market style favoring small-cap stocks and growth over value, anticipating increased risk appetite due to a higher probability of interest rate cuts by the Federal Reserve [4] Specific Stock Highlights - New Yisheng achieved an impressive increase of over 88% in August, with its latest closing price reaching 356.2 yuan, boosting investor confidence [3] - Other stocks recommended multiple times include ZTE Corporation, Kingsoft Office, and Jingchen Technology, indicating strong market interest [2][3]