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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.8. There are still many opportunities for US stocks, which are stronger than A shares for a long time.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.

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.There should be no suspense for Wuliangye to pass 200 and Maotai to pass 2000.5, pay attention! It is necessary to adjust the fund to the relevant funds of Mao Index in time!

China Merchants Bank has passed 40.6. 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.There should be no suspense for Wuliangye to pass 200 and Maotai to pass 2000.