bitcoin and the future of money- Top Knowledge graph

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).Shanghai airport is over 45

7. Pay attention to the opportunities of high dividend blue-chip stocks, bonds and convertible bonds with a sharp callback.From the beginning of 2020 to the Spring Festival in 2021, the Mao Index rose by as much as 147%, which made those who won the Mao Index win the world during the period before the Spring Festival. At that time, online celebrity funds, which were popular in the market, basically benefited from holding Mao Index stocks in heavy positions.6. At present, the ones that haven't risen much and are relatively cheap are the big consumption (wine, food and beverage, aviation, airports, hotels, tourism, etc.), some real estate chains, some big finance and some securities in the Mao Index.

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.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.9. Position allocation: 60% for US stocks and US funds+40% for A shares.