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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.Shanghai airport is over 45There should be no suspense for Wuliangye to pass 200 and Maotai to pass 2000.

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

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.China Construction Bank has passed 10Hai Tian Wei ye Guo 50