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.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 Merchants Bank has passed 40.
There should be no suspense for Wuliangye to pass 200 and Maotai to pass 2000.China Merchants Bank has passed 40.Shanghai airport is over 45
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.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.9. Position allocation: 60% for US stocks and US funds+40% for A shares.
Strategy guide
12-13
Strategy guide
12-13