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9. Position allocation: 60% for US stocks and US funds+40% for A shares.Hai Tian Wei ye Guo 502. 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.

1. What is Mao Index?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.Industrial and commercial bank of China over 8

China Construction Bank has passed 10China Merchants Bank has passed 40.1. 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.