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Hai Tian Wei ye Guo 508. There are still many opportunities for US stocks, which are stronger than A shares for a long time.9. Position allocation: 60% for US stocks and US funds+40% for A shares.

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.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.5, pay attention! It is necessary to adjust the fund to the relevant funds of Mao Index in time!

China Merchants Bank has passed 40.9. 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.