Galaxy Securities: The A-share market in September is expected to continue its structural trend driven by Liquidity.

2025-09-04 00:22:56

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Jin10 Data, September 4 - Galaxy Securities outlook for the September market: Based on the current market trends and policy environment, the A-share market is expected to continue the structural market driven by liquidity, focusing on fundamental clues and policy expectations. On one hand, the mid-year reports for 2025 are basically completed, and under the guidance of performance clues, structural allocation opportunities should be noted, particularly for sectors showing high prosperity or improving trends. On the other hand, the current market liquidity is relatively abundant, and “residential deposits moving” continues. At the same time, the Fed has a high expectation for interest rate cuts in September; if realized, this would help improve the global liquidity environment, which is especially favourable for the A-share market, particularly for the large-cap growth style.

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