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.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.
China Merchants Bank has passed 40.9. Position allocation: 60% for US stocks and US funds+40% for A shares.Hai Tian Wei ye Guo 50
China Merchants Bank has passed 40.Shanghai airport is over 45China Construction Bank has passed 10
Strategy guide
12-13
Strategy guide 12-13
Strategy guide
12-13
Strategy guide 12-13
Strategy guide 12-13