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First, the investment direction: pro-cyclical and four main linesFirst, the investment direction: pro-cyclical and four main linesAs for the special unreliable stage, it will be the beginning of the drama.

On Wednesday (2024-12-11), the Nasdaq rose above 20,000 points, with an annual increase of over 33%, while the S&P and the Dow rose by 27% and 17% respectively. The Big Seven collectively rose, with Apple, Amazon, Google, Meta and Tesla all hitting intraday record highs.For the method of allocating US stocks written in the past, see the following article:"Once-in-a-decade opportunity, don't miss it" Link address: https://xueqiu.com/2584083152/226615175? scene=1036&share_uid=2584083152

$ S&P 500ETF(SH513500)Fund: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.