TechFlow, September 4 — According to Jinshi Data, Galaxy Securities released its market outlook for September: "Given the current market trends and policy environment, the A-share market is expected to continue its structural rally driven by liquidity. Investors should focus on fundamental indicators and policy expectations.
On one hand, the 2025 interim results have been largely disclosed. Under the guidance of earnings performance, investors should look for structural allocation opportunities, with particular attention to industry sectors showing high prosperity or positive momentum.
On the other hand, market liquidity remains relatively ample, and the trend of 'residential deposit reallocation' continues. Meanwhile, there is a high expectation for the Federal Reserve to cut rates in September. If realized, this would help improve the global liquidity environment and benefit the A-share market, especially large-cap growth stocks."
