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.Industrial and commercial bank of China over 84. 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.
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.Industrial and commercial bank of China over 8Can Mao index stocks lead the market to break the waves?
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.9. Position allocation: 60% for US stocks and US funds+40% for A shares.8. There are still many opportunities for US stocks, which are stronger than A shares for a long time.
Strategy guide
Strategy guide 12-14
Strategy guide 12-14
Strategy guide 12-14
Strategy guide
12-14