美联储，重磅来袭！

Economic Indicators - The Federal Reserve is expected to announce a 25 basis point interest rate cut on September 18, with market focus shifting to future rate paths and economic forecasts [2] - China will release economic data for August on September 15, including industrial output growth of 5.7% and retail sales growth of 3.7% for July [3] - Various countries will release important economic data throughout the week, including the U.S. retail sales and employment data, and Japan's trade data [4] Stock Market Activities - Five new stocks are scheduled for subscription this week, including United Power and Jianfa Zhixin [5] - A total of 53 companies will have their restricted shares unlocked this week, amounting to 6.341 billion shares with a total market value of approximately 206.204 billion yuan [6] Policy Developments - The State Council has announced measures to promote private investment, focusing on expanding investment in new production capacities and infrastructure [9] - The Ministry of Commerce has initiated an anti-dumping investigation into imported simulation chips from the U.S. [10] Financial Data - In August, China's new RMB loans increased by 1.346 trillion yuan, with total social financing rising by 2.656 trillion yuan [12][13] - The People's Bank of China has adjusted the evaluation method for primary dealers in open market operations, effective from 2025 [14] - The China Securities Regulatory Commission has revised the classification evaluation system for futures companies [15] Industry Insights - Eight departments aim for automobile sales to reach approximately 32.3 million units by 2025, with a target of 1.55 million units for new energy vehicles [18] - The China Securities Regulatory Commission has initiated administrative penalties against Beijing Oriental Tong Technology Co., Ltd. for financial fraud, potentially leading to its delisting [19] Investment Strategies - CITIC Securities emphasizes the importance of global exposure for companies, suggesting a focus on resources, new production capacities, and overseas markets [23] - CITIC Jiantou highlights the need to focus on sectors with growth potential, such as AI, new energy, and innovative pharmaceuticals, while being cautious of market volatility [21]