华安证券郑小霞：9月内外部无明显风险掣肘，市场有望延续向上趋势

Group 1 - The core viewpoint is that there are no significant external risks in September, and the market is expected to continue its upward trend [2][4] - Short-term A-share market is likely to maintain relative strength due to abundant micro liquidity [3][4] - The decline in interest rates is a key factor driving the current A-share market [8][9] Group 2 - The technology sector is expected to continue its momentum, supported by policy and industry trends [5][7] - A-share valuations are likely to rise further as the ten-year government bond yield has dropped below 2%, enhancing the attractiveness of A-shares [6][7] - The investment value in hard technology sectors, such as robotics, semiconductors, and new energy, is becoming increasingly prominent [9]