9. Position allocation: 60% for US stocks and US funds+40% for A shares.9. Position allocation: 60% for US stocks and US funds+40% for A shares.The so-called Mao index refers to the unofficial index represented by Kweichow Moutai, which is composed of big consumption, big finance, real estate chain and some leading enterprises in science and technology. Mao index stocks, such as Maotai, Wuliangye, China Ping An, CITIC Securities, China Life Insurance, China Merchants Bank, Hikvision, China Zhongmian, Midea Group, Gree Electric, Haitian Weiye, Arowana, China Zhongmian, Shanghai Airport, Common People, Poly Development, Vanke, CICC, China Mobile, etc.
Zhang Kun, Liu Yanchun, Xiao Nan and other fund managers who are good at grasping the opportunities of previous big consumption market should still have good returns in this round.1. What is Mao Index?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.
1. What is Mao Index?Hai Tian Wei ye Guo 501. 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.
Strategy guide
12-13
Strategy guide 12-13