According to CITIC Securities' research report, investments in September should center around four pivotal events and allocation strategies. Firstly, the Federal Reserve's potential interest rate cut could further diminish the strength of the US dollar, thereby bolstering the prices of resource products, particularly precious metals and copper. This scenario may expedite the performance of the non-ferrous metals sector. Secondly, the highly anticipated September launches by Apple and META are set to steal the spotlight. Apple's AI advancements and META's AR glasses could spearhead new trends in peripheral devices and AI ecosystems, making the consumer electronics sector, particularly Apple's supply chain, a focal point for investors. Moreover, September is expected to witness numerous catalytic events for innovative drugs. The recent shift in the technology sector has also flushed out short-term trend-chasing funds, positioning innovative drugs for continued growth post-adjustments. In terms of asset allocation, September's recommendations underscore a concentration on resources, innovative drugs, consumer electronics, chemicals, games, and the military industry.