The research report released by CITIC Construction Investment indicates that, as we look forward to September, the market is anticipated to remain under the sway of stock market dynamics (here referring to the competitive environment for limited capital among stocks) and exhibit structural trends. Regarding allocation strategies, the report suggests a two-pronged approach: on one hand, maintaining a focus on sectors with robust and verified growth momentum, such as AI computing power, non-ferrous metals, innovative pharmaceuticals, and select overseas manufacturing sectors; on the other hand, placing emphasis on sectors that are currently underweighted by institutions. These include industries characterized by both high dividend yields and defensive qualities, such as banking, insurance, and securities, as well as industries where profitability is expected to improve, including batteries, industrial metals, energy metals, and basic chemicals. Additionally, sectors nearing cyclical turning points, such as steel and hog farming, are also highlighted for attention.