The 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.Industrial and commercial bank of China over 89. Position allocation: 60% for US stocks and US funds+40% for A shares.
1. 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.There should be no suspense for Wuliangye to pass 200 and Maotai to pass 2000.China Merchants Bank has passed 40.
7. Pay attention to the opportunities of high dividend blue-chip stocks, bonds and convertible bonds with a sharp callback.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.In fact, Mao Index stocks are the most valuable leading blue-chip stocks with high dividend yield and mature industries in China.