【策略周报】A股8月强势收官，9月有哪些变数？

Key Points Summary Core Viewpoint - The article highlights the strong performance of the A-share market in August, with significant gains across major indices, driven by a focus on technology and chip sectors, alongside supportive government policies in real estate and artificial intelligence [2][6]. Important Events Review - On August 29, the A-share market closed strongly, with the Shanghai Composite Index surpassing 3,800 points, marking a 10-year high. The ChiNext Index rose over 24% in August, and the Sci-Tech 50 Index increased by 28%, indicating a concentrated market interest in computing power and chip sectors [2]. - On August 25, the Shanghai Municipal Housing and Urban-Rural Development Committee, along with other departments, issued a notice to optimize and adjust real estate policies, including reducing housing purchase restrictions and improving housing provident fund and personal housing credit policies [2]. - On August 29, the National Development and Reform Commission emphasized the importance of avoiding disorderly competition in the development of "Artificial Intelligence +". The next 1-2 years are seen as a critical window for AI implementation, with plans to support AI development through measures like issuing computing power vouchers to lower R&D costs [2].