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

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.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.

Shanghai airport is over 456. 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.Hai Tian Wei ye Guo 50