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China Merchants Bank has passed 40.9. Position allocation: 60% for US stocks and US funds+40% for A shares.

China passed 60 safely.Hai Tian Wei ye Guo 50

8. There are still many opportunities for US stocks, which are stronger than A shares for a long time.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.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.