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2024-12-14 12:38:37

9. Position allocation: 60% for US stocks and US funds+40% for A shares.The so-called Mao index refers to the unofficial index represented by Kweichow Moutai, which is composed of big consumption, big finance, real estate chain and some leading enterprises in science and technology. Mao index stocks, such as Maotai, Wuliangye, China Ping An, CITIC Securities, China Life Insurance, China Merchants Bank, Hikvision, China Zhongmian, Midea Group, Gree Electric, Haitian Weiye, Arowana, China Zhongmian, Shanghai Airport, Common People, Poly Development, Vanke, CICC, China Mobile, etc.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.


Second, Mao index stocks will surely become a hot spot in the market.In fact, Mao Index stocks are the most valuable leading blue-chip stocks with high dividend yield and mature industries in China.1. In the current market situation, we need to be cautious about high-valued new energy and technology stocks. In particular, new energy theme stocks should be observed and concerned, and it is not easy to enter the market.


1. In the current market situation, we need to be cautious about high-valued new energy and technology stocks. In particular, new energy theme stocks should be observed and concerned, and it is not easy to enter the market.Can Mao index stocks lead the market to break the waves?9. Position allocation: 60% for US stocks and US funds+40% for A shares.

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