9. Position allocation: 60% for US stocks and US funds+40% for A shares.China passed 60 safely.Zhang Kun, Liu Yanchun, Xiao Nan and other fund managers who are good at grasping the opportunities of previous big consumption market should still have good returns in this round.
2. Focus on the pro-cyclical Mao index stocks with low valuation, core competitiveness, policy support and recovery performance: big finance, big consumption, real estate chain and new quality productivity technology.Can Mao index stocks lead the market to break the waves?1. What is Mao Index?
The Politburo meeting held on December 9, 2024 once again made it clear that expanding domestic demand is the key policy direction for the coming year. The expressions of "expanding domestic demand in all directions" and "vigorously boosting consumption" are very positive and will surely ignite the violent rise of Mao Index shares.There should be no suspense for Wuliangye to pass 200 and Maotai to pass 2000.Industrial and commercial bank of China over 8
Strategy guide
Strategy guide 12-13
Strategy guide
12-13
Strategy guide 12-13
Strategy guide 12-13