天天基金网·2025-09-01 05:46Group 1 - The potential for the Federal Reserve to lower interest rates may strengthen a weak dollar environment, catalyzing a new round of growth in resource commodities, particularly precious metals and copper, which could accelerate the performance of the non-ferrous sector [2] - The upcoming product launches from Apple and META in September, focusing on edge AI and AR glasses, may lead to a sustainable trend in edge devices and AI ecosystems, making the consumer electronics sector, especially the Apple supply chain, worth watching [2] - The "anti-involution" trend is expected to reveal three clues: industries with high capital expenditure intensity and signs of marginal reduction, industries showing self-discipline or policy implementation, and industries relying on quotas to continuously improve profit margins [2] Group 2 - The number of innovative drug catalysts is expected to increase significantly in September, and recent technology shifts have cleared out short-term speculative funds, suggesting that innovative drugs may continue to rise after this adjustment [2] - The market is likely to maintain a volatile upward trend, driven by the accumulation of profit-making effects and continuous inflows of incremental capital, with a focus on sectors like AI computing power, semiconductor autonomy, solid-state batteries, commercial aerospace, controllable nuclear fusion, and innovative drugs [4][5] - The market is expected to remain in a high center of gravity, with structural rotation among sectors, supported by active trading and favorable policy expectations, particularly in growth sectors that have shown high prosperity in the first half of the year [5] Group 3 - The current market sentiment is high, with significant inflows of incremental capital, particularly from financing funds, leading to a further acceleration of market growth [6] - The market is experiencing structural differentiation, with volatility increasing, and a need for sectors to alternate and rise for a more stable and sustainable market [7] - Long-term capital, particularly from insurance funds, is increasing its presence in the A-share market, contributing to the stability of the current "slow bull" market [8] Group 4 - The market is expected to exhibit a primary trend of oscillation, with limited space for strong continuation, and a focus on defensive dividend sectors as their value is increasing [9] - The current bull market is supported by long-term factors such as the economic cycle nearing a bottom, supportive funding conditions, and positive signals from the industry [12] - The index center of gravity is expected to rise further, with a continuation of the growth trend in total market capitalization [12]