According to the CITIC Construction Investment Research Report, looking ahead to September, the market is still in an environment where the stock game and structural market dominates. In terms of configuration, it is recommended to maintain the direction of continuous verification of AI computing power, non-color, innovative drugs, and some overseas manufacturing; on the other hand, focus on low institutional varieties, focus on banks, insurance, securities, etc. with high dividend defense attributes; batteries, industrial metals, energy metals, basic chemicals, etc. have both a direction of improving profits and the gradual direction of steel and pig breeding.

According to the CITIC Construction Investment Research Report, looking ahead to September, the market is still in an environment where the stock game and structural market dominates. In terms of configuration, it is recommended to maintain the direction of continuous verification of AI computing power, non-color, innovative drugs, and some overseas manufacturing; on the other hand, focus on low institutional varieties, focus on banks, insurance, securities, etc. with high dividend defense attributes; batteries, industrial metals, energy metals, basic chemicals, etc. have both a direction of improving profits and the gradual direction of steel and pig breeding.