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.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.7. Pay attention to the opportunities of high dividend blue-chip stocks, bonds and convertible bonds with a sharp callback.
4. At present, the cheap ones are the big consumption, real estate chain and big finance in Mao index stocks. The theme stocks of new quality productivity have gone up a lot, which will fluctuate greatly, and it needs more stimulation to revive the market.In fact, Mao Index stocks are the most valuable leading blue-chip stocks with high dividend yield and mature industries in China.9. Position allocation: 60% for US stocks and US funds+40% for A shares.
8. There are still many opportunities for US stocks, which are stronger than A shares for a long time.10. 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).Shanghai airport is over 45
Strategy guide
12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide
Strategy guide
12-13