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9. Position allocation: 60% for US stocks and US funds+40% for A shares.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.Shanghai airport is over 45

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.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.Second, Mao index stocks will surely become a hot spot in the market.

7. Pay attention to the opportunities of high dividend blue-chip stocks, bonds and convertible bonds with a sharp callback.Industrial and commercial bank of China over 8In fact, Mao Index stocks are the most valuable leading blue-chip stocks with high dividend yield and mature industries in China.