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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.Industrial and commercial bank of China over 86. 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.

Shanghai airport is over 45China 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.

Industrial and commercial bank of China over 87. Pay attention to the opportunities of high dividend blue-chip stocks, bonds and convertible bonds with a sharp callback.