3. Now is the period when the institutions adjust their positions for stock exchange, and a large amount of funds will flow into the pro-cyclical Mao index stocks. Mainly: big finance, big consumption, real estate chain and new quality productivity technology.China Life is over 50.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.
8. There are still many opportunities for US stocks, which are stronger than A shares for a long time.1. What is Mao Index?9. Position allocation: 60% for US stocks and US funds+40% for A shares.
6. At present, the ones that haven't risen much and are relatively cheap are the big consumption (wine, food and beverage, aviation, airports, hotels, tourism, etc.), some real estate chains, some big finance and some securities in the Mao Index.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.There should be no suspense for Wuliangye to pass 200 and Maotai to pass 2000.
Strategy guide
12-14
Strategy guide 12-14
Strategy guide 12-14