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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.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.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.8. There are still many opportunities for US stocks, which are stronger than A shares for a long time.9. Position allocation: 60% for US stocks and US funds+40% for A shares.

Second, Mao index stocks will surely become a hot spot in the market.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.5, pay attention! It is necessary to adjust the fund to the relevant funds of Mao Index in time!