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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.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.

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 Merchants Bank has passed 40.1. What is Mao Index?

9. Position allocation: 60% for US stocks and US funds+40% for A shares.The Politburo meeting held on December 9, 2024 once again made it clear that expanding domestic demand is the key policy direction for the coming year. The expressions of "expanding domestic demand in all directions" and "vigorously boosting consumption" are very positive and will surely ignite the violent rise of Mao Index shares.