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9. Position allocation: 60% for US stocks and US funds+40% for A shares.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.Hai Tian Wei ye Guo 50

China Life is over 50.There should be no suspense for Wuliangye to pass 200 and Maotai to pass 2000.Industrial and commercial bank of China over 8

China Merchants Bank has passed 40.China passed 60 safely.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.