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9. Position allocation: 60% for US stocks and US funds+40% for A shares.Hai Tian Wei ye Guo 50


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.China Merchants Bank has passed 40.Can Mao index stocks lead the market to break the waves?


There should be no suspense for Wuliangye to pass 200 and Maotai to pass 2000.From the beginning of 2020 to the Spring Festival in 2021, the Mao Index rose by as much as 147%, which made those who won the Mao Index win the world during the period before the Spring Festival. At that time, online celebrity funds, which were popular in the market, basically benefited from holding Mao Index stocks in heavy positions.Industrial and commercial bank of China over 8

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