9. Position allocation: 60% for US stocks and US funds+40% for A shares.There should be no suspense for Wuliangye to pass 200 and Maotai to pass 2000.2. 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.
Hai Tian Wei ye Guo 50There should be no suspense for Wuliangye to pass 200 and Maotai to pass 2000.China Merchants Bank has passed 40.
7. Pay attention to the opportunities of high dividend blue-chip stocks, bonds and convertible bonds with a sharp callback.From the beginning of 2020 to the Spring Festival in 2021, the Mao Index rose by as much as 147%, which made those who won the Mao Index win the world during the period before the Spring Festival. At that time, online celebrity funds, which were popular in the market, basically benefited from holding Mao Index stocks in heavy positions.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.