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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?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.There should be no suspense for Wuliangye to pass 200 and Maotai to pass 2000.1. 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.

Industrial and commercial bank of China over 82. 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.8. There are still many opportunities for US stocks, which are stronger than A shares for a long time.