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

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.Hai Tian Wei ye Guo 50

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.7. Pay attention to the opportunities of high dividend blue-chip stocks, bonds and convertible bonds with a sharp callback.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.