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Second, the investment strategy:First, the investment direction: pro-cyclical and four main linesUs stocks have reached a new high.

"American stocks, this is a crazy rhythm! Link address: https://xueqiu.com/2584083152/255619655? scene=1036&share_uid=2584083152Science and technology, big consumption, big finance, real estate chainUs stocks have reached a new high.

As for the special unreliable stage, it will be the beginning of the drama.The more complicated and changeable the world environment is, as long as the US dollar remains the world currency, the greater the chances of US stocks. One of the core reasons is that it is strong enough that no country can be enemies!On December 7, 2024, US stocks rose and fell under the impetus of non-agricultural data, and the Nasdaq and the S&P 500 index once again set a new record high. The S&P 500 rose slightly by 0.25%, while the Nasdaq recorded a strong increase of 0.81%, while the Dow fell slightly by 0.28%. Tesla (TSLA) rose more than 5%, Amazon (AMZN) reached a record high, Meta(META) rose more than 2%, AMD and AVGO rose more than 5%, and NVIDIA (NVDA) pulled back nearly 2%. Behind this, there are not only the continued enthusiasm of the science and technology sector, but also the investment opportunities at the macro and micro levels.