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

China Construction Bank has passed 10China Merchants Bank has passed 40.There should be no suspense for Wuliangye to pass 200 and Maotai to pass 2000.

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.9. Position allocation: 60% for US stocks and US funds+40% for A shares.There should be no suspense for Wuliangye to pass 200 and Maotai to pass 2000.