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8. There are still many opportunities for US stocks, which are stronger than A shares for a long time.There should be no suspense for Wuliangye to pass 200 and Maotai to pass 2000.Shanghai airport is over 45

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?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.

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.1. What is 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.