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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.9. Position allocation: 60% for US stocks and US funds+40% for A shares.Can Mao index stocks lead the market to break the waves?

Shanghai airport is over 45China Construction Bank has passed 107. Pay attention to the opportunities of high dividend blue-chip stocks, bonds and convertible bonds with a sharp callback.

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.7. Pay attention to the opportunities of high dividend blue-chip stocks, bonds and convertible bonds with a sharp callback.8. There are still many opportunities for US stocks, which are stronger than A shares for a long time.