[Brokerage firms gathered "golden stocks" in four major industries in September, and institutions are optimistic about the value of core asset allocation] September 1st, judging from the "golden stock" portfolio recommended by brokerage firms in September, as of August 31, nearly 70 A-share and Hong Kong stock targets have been favored by brokerages, among which CATL and WuXi AppTec have attracted the most attention. Judging from the industry distribution of "golden stocks" among brokerage firms, industries such as electronics, machinery and equipment, pharmaceutical biology, and non-ferrous metals are favored. Looking forward to the market situation in September, industry insiders believe that under the combined influence of multiple factors, the short-term market is likely to maintain a range-bound trend. Stylistically, large cap value and small cap growth or dance together. In terms of specific allocations, we are currently optimistic about the value of gold and China's core asset allocations. Opportunities in dividend sectors and industries that are expected to bottom out are also worthy of attention. (China Securities Journal)