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China Merchants Bank has passed 40.1. 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.Hai Tian Wei ye Guo 50

Second, Mao index stocks will surely become a hot spot in the market.Shanghai airport is over 4510. In the China stock market, the only fund with long-term rise, positive returns every year, the biggest increase since its establishment and the ability to cross the bull-bear cycle is LOF (fund code: 161706).

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.Most of them are distributed in the constituent stocks of SSE 50, SSE 180 and CSI 300, and are called "the core assets of China" by the industry.9. Position allocation: 60% for US stocks and US funds+40% for A shares.