Can Mao index stocks lead the market to break the waves?Second, Mao index stocks will surely become a hot spot in the market.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.
Industrial and commercial bank of China over 8Zhang 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.5, pay attention! It is necessary to adjust the fund to the relevant funds of Mao Index in 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.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.9. Position allocation: 60% for US stocks and US funds+40% for A shares.