南方基金：9月18日美联储将公布利率决议结果！

Market Overview - The overall market experienced an upward trend last week, with the Shanghai Composite Index closing at 3870.60 points, up 1.52%, and the Sci-Tech Innovation 50 Index closing at 1338.02 points, up 5.48% [1] Sector Performance - In terms of sector performance, real estate, electronics, and agriculture showed the highest gains, while banking, comprehensive finance, and pharmaceuticals faced the largest declines [2] - The valuation levels (PE TTM) and weekly performance of various indices are as follows: - Sci-Tech Innovation 50: PE 184.15, weekly increase 5.48%, quarterly increase 37.52% [2] - CSI 500: PE 34.27, weekly increase 3.38%, quarterly increase 24.52% [2] - ChiNext Index: PE 42.93, weekly increase 2.10%, quarterly increase 47.78% [2] Key Events - The Federal Reserve is set to announce its interest rate decision on September 18, with the U.S. stock market indices reaching new highs, particularly the Nasdaq [4] - The Ministry of Industry and Information Technology aims for automobile sales to reach approximately 32.3 million units in 2025, with a target of 1.55 million units for new energy vehicles, reflecting a 20% year-on-year growth [5] - The public fund market is undergoing a significant reshuffle, with top institutions like Ant Fund and China Merchants Bank maintaining their positions, and equity fund holdings showing rapid growth [5] - New policies are being introduced to support wind power, nuclear power, and marine energy projects in Fujian Province, indicating a push towards green energy [6] - OpenAI and Nvidia are planning to invest significantly in the UK data center project, highlighting the ongoing demand in the AI industry [7] - The U.S. government has launched a pilot project to promote the safe operation of electric vertical takeoff and landing (eVTOL) aircraft, with significant market interest in this sector [9] Market Outlook - The macro strategy department of a fund company suggests that the market's recent strong rebound reflects positive internal sentiment and capital support, driven by policy support, industry catalysts, and overseas liquidity [10] - Investment strategies recommend focusing on both technology and cyclical sectors, particularly innovative pharmaceuticals and AI applications, as well as cyclical resource leaders with strong pricing power [10]