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China Construction Bank has passed 106. 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.9. Position allocation: 60% for US stocks and US funds+40% for A shares.

8. There are still many opportunities for US stocks, which are stronger than A shares for a long time.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.China Construction Bank has passed 10

Industrial and commercial bank of China over 81. 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.Hai Tian Wei ye Guo 50