5, pay attention! It is necessary to adjust the fund to the relevant funds of Mao Index in time!8. There are still many opportunities for US stocks, which are stronger than A shares for a long time.7. Pay attention to the opportunities of high dividend blue-chip stocks, bonds and convertible bonds with a sharp callback.
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.Second, Mao index stocks will surely become a hot spot in the market.
China Life is over 50.2. 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.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.
Strategy guide 12-14
Strategy guide
Strategy guide
12-14