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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.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.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.

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.China Construction Bank has passed 10Shanghai airport is over 45

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.In fact, Mao Index stocks are the most valuable leading blue-chip stocks with high dividend yield and mature industries in China.