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Industrial and commercial bank of China over 82. 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.

8. There are still many opportunities for US stocks, which are stronger than A shares for a long time.Industrial and commercial bank of China over 8

Hai Tian Wei ye Guo 509. Position allocation: 60% for US stocks and US funds+40% for A shares.6. 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.