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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.Most of them are distributed in the constituent stocks of SSE 50, SSE 180 and CSI 300, and are called "the core assets of China" by the industry.8. There are still many opportunities for US stocks, which are stronger than A shares for a long time.

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.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.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.

Can Mao index stocks lead the market to break the waves?Second, Mao index stocks will surely become a hot spot in the market.China Construction Bank has passed 10