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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.7. Pay attention to the opportunities of high dividend blue-chip stocks, bonds and convertible bonds with a sharp callback.China Merchants Bank has passed 40.

Shanghai airport is over 45China Construction Bank has passed 10Zhang 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.

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.