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9. Position allocation: 60% for US stocks and US funds+40% for A shares.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.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.

Industrial and commercial bank of China over 88. There are still many opportunities for US stocks, which are stronger than A shares for a long time.1. What is Mao Index?

China Merchants Bank has passed 40.China Merchants Bank has passed 40.China passed 60 safely.