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.Second, Mao index stocks will surely become a hot spot in the market.8. There are still many opportunities for US stocks, which are stronger than A shares for a long time.
4. At present, the cheap ones are the big consumption, real estate chain and big finance in Mao index stocks. The theme stocks of new quality productivity have gone up a lot, which will fluctuate greatly, and it needs more stimulation to revive the market.9. Position allocation: 60% for US stocks and US funds+40% for A shares.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.
9. Position allocation: 60% for US stocks and US funds+40% for A shares.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.In fact, Mao Index stocks are the most valuable leading blue-chip stocks with high dividend yield and mature industries in China.
Strategy guide
Strategy guide 12-13