According to reports from Jinshi Data, a research report by CITIC Securities indicates that the Federal Reserve may lower interest rates in September, which could strengthen the weak dollar environment and catalyze the market for precious metals and resources like copper. The Apple and META conferences will drive trends in edge devices and the AI ecosystem industry, making the consumer electronics sector worth关注.
The trend against involution is emerging, focusing on industries that are reducing capital expenditures, implementing industry self-discipline policies, and improving profit margins. In September, there will be an increase in catalytic events for innovative drugs, with technology switching to clear short-term funds, and innovative drugs are expected to continue rising. It is recommended to allocate resources to innovative drugs, consumer electronics, chemicals, gaming, and military industries.
