银河证券：9月A股市场有望在流动性驱动下延续结构性行情

Core Viewpoint - The A-share market is expected to continue a structural trend driven by liquidity, with a focus on fundamental clues and policy expectations [1] Group 1: Market Outlook - The current market liquidity is relatively abundant, with ongoing "residential deposit migration" [1] - The expectation of a Federal Reserve interest rate cut in September is high, which, if realized, will help improve the global liquidity environment [1] Group 2: Investment Opportunities - With the completion of the 2025 mid-year report disclosures, there are structural allocation opportunities based on performance clues [1] - Sectors showing high prosperity or improving performance should be prioritized for investment [1]