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.9. Position allocation: 60% for US stocks and US funds+40% for A shares.China Merchants Bank has passed 40.
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.On the comparison of funds, you can compare them in software such as Tiantian Fund and Straight Flush Fund. See which funds are rising for a long time and are doubling.
3. 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.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.2. 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.
Strategy guide
Strategy guide
12-13
Strategy guide
12-13
Strategy guide
12-13
Strategy guide 12-13