重磅新闻发布会要来了！下周行情继续冲？

Group 1 - The direct impact of the Federal Reserve's interest rate cuts on A-shares is limited, and the current bull market is driven by the enhancement of the stock market's status and the upgrade of the technology industry [1] - The traditional "pre-holiday effect" in A-shares indicates that market performance is usually subdued 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 3rd Military 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 financial sector's leading companies include Industrial and Commercial Bank of China, China Ping An, and CITIC Securities [4] - The technology sector's leading companies include Cambricon Technologies, Zhongji Xuchuang, and Sanhua Intelligent Controls [5] - The market is currently experiencing a "pre-holiday effect," suggesting that large funds are likely to refrain from taking significant actions before the holiday [7][13] Group 3 - The upcoming significant press conference on September 22 is expected to draw attention, but the focus will be on summarizing past achievements rather than introducing new policies [10][11] - The previous year's meeting on September 24 led to the introduction of structural monetary policy tools, while this year's meeting is more about reviewing financial industry achievements [10][11] - The ideal window for potential investments aligns with the timeline of the "14th Five-Year Plan," suggesting that any market fluctuations are seen as preparatory for new highs [15]