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 passed 60 safely.Can Mao index stocks lead the market to break the waves?
9. Position allocation: 60% for US stocks and US funds+40% for A shares.8. There are still many opportunities for US stocks, which are stronger than A shares for a long time.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.
Most of them are distributed in the constituent stocks of SSE 50, SSE 180 and CSI 300, and are called "the core assets of China" by the industry.China Construction Bank has passed 102. 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.
Strategy guide 12-14
Strategy guide 12-14
Strategy guide 12-14
Strategy guide 12-14