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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.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.

5, pay attention! It is necessary to adjust the fund to the relevant funds of Mao Index in time!8. There are still many opportunities for US stocks, which are stronger than A shares for a long time.Shanghai airport is over 45

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.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).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.