重磅新闻发布会要来了！下周行情继续冲？别急，先看完本文

Group 1 - The core conclusion is that the Federal Reserve's interest rate cuts have minimal direct impact on the A-share market, with the current bull market driven by the stock market's elevated status and technological upgrades [1] - The "pre-holiday effect" in the A-share market indicates that there is typically subdued performance before long holidays, as funds adjust their trading strategies based on news during the break [2] - Key events in September that have influenced market expectations include military industry speculation driven by the "September 3 Parade," significant investments from Oracle, valuation recovery of CATL, Huawei's report on "Smart World 2035," and the Federal Reserve's interest rate cuts [2] Group 2 - The market is currently experiencing a shift from broad-based gains to a more concentrated performance, leading to a decrease in overall profitability [4] - The upcoming significant press conference on September 22 is drawing attention, as it may provide insights similar to last year's meeting that initiated a bull market [5][8] - The themes of the upcoming conference focus on summarizing achievements rather than introducing new policies, suggesting that expectations for new policies may be low [8] Group 3 - The current market environment is seen as suitable for positioning ahead of the "14th Five-Year Plan," with the end of September to mid-October identified as an ideal window for such positioning [8] - The expectation remains that the Shanghai Composite Index will surpass 4000 points, indicating a bullish outlook despite potential market fluctuations [8]