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8. There are still many opportunities for US stocks, which are stronger than A shares for a long time.China Construction Bank has passed 109. 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.China Merchants Bank has passed 40.9. Position allocation: 60% for US stocks and US funds+40% for A shares.

Shanghai airport is over 453. Now is the period when the institutions adjust their positions for stock exchange, and a large amount of funds will flow into the pro-cyclical Mao index stocks. Mainly: big finance, big consumption, real estate chain and new quality productivity technology.China Life is over 50.