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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.There should be no suspense for Wuliangye to pass 200 and Maotai to pass 2000.8. There are still many opportunities for US stocks, which are stronger than A shares for a long time.

Shanghai airport is over 45China Merchants Bank has passed 40.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.

10. In the China stock market, the only fund with long-term rise, positive returns every year, the biggest increase since its establishment and the ability to cross the bull-bear cycle is LOF (fund code: 161706).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.The so-called Mao index refers to the unofficial index represented by Kweichow Moutai, which is composed of big consumption, big finance, real estate chain and some leading enterprises in science and technology. Mao index stocks, such as Maotai, Wuliangye, China Ping An, CITIC Securities, China Life Insurance, China Merchants Bank, Hikvision, China Zhongmian, Midea Group, Gree Electric, Haitian Weiye, Arowana, China Zhongmian, Shanghai Airport, Common People, Poly Development, Vanke, CICC, China Mobile, etc.