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China passed 60 safely.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.8. There are still many opportunities for US stocks, which are stronger than A shares for a long time.

In fact, Mao Index stocks are the most valuable leading blue-chip stocks with high dividend yield and mature industries in China.1. What is Mao Index?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.

9. Position allocation: 60% for US stocks and US funds+40% for A shares.In fact, Mao Index stocks are the most valuable leading blue-chip stocks with high dividend yield and mature industries in China.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.