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9. Position allocation: 60% for US stocks and US funds+40% for A shares.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 50The 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.There should be no suspense for Wuliangye to pass 200 and Maotai to pass 2000.

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.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).Hai Tian Wei ye Guo 50