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2024-12-13 04:32:06

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.9. Position allocation: 60% for US stocks and US funds+40% for A shares.Most of them are distributed in the constituent stocks of SSE 50, SSE 180 and CSI 300, and are called "the core assets of China" by the industry.


9. Position allocation: 60% for US stocks and US funds+40% for A shares.4. At present, the cheap ones are the big consumption, real estate chain and big finance in Mao index stocks. The theme stocks of new quality productivity have gone up a lot, which will fluctuate greatly, and it needs more stimulation to revive the market.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.


Shanghai airport is over 45Most of them are distributed in the constituent stocks of SSE 50, SSE 180 and CSI 300, and are called "the core assets of China" by the industry.4. At present, the cheap ones are the big consumption, real estate chain and big finance in Mao index stocks. The theme stocks of new quality productivity have gone up a lot, which will fluctuate greatly, and it needs more stimulation to revive the market.

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