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2024-12-14 11:54:07

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.1. 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.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.


7. Pay attention to the opportunities of high dividend blue-chip stocks, bonds and convertible bonds with a sharp callback.Hai Tian Wei ye Guo 50China Construction Bank has passed 10


1. What is Mao Index?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.7. Pay attention to the opportunities of high dividend blue-chip stocks, bonds and convertible bonds with a sharp callback.

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