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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.Industrial and commercial bank of China over 8Industrial and commercial bank of China over 8

China Life is over 50.China Merchants Bank has passed 40.5, pay attention! It is necessary to adjust the fund to the relevant funds of Mao Index in time!

9. Position allocation: 60% for US stocks and US funds+40% for A shares.China passed 60 safely.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.