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

There should be no suspense for Wuliangye to pass 200 and Maotai to pass 2000.4. 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.China Merchants Bank has passed 40.

China Construction Bank has passed 106. 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.