Here are some of my current views:
<span Regarding the rebound short that I emphasized, there is a rebound first and then there is a short. This is what I have emphasized many times. The current strong rebound is indeed beyond my expectation. The first half is ongoing, while the second half of the short needs to wait for opportunities. Don’t Blind and empty.
The bull market started after the production reduction, and it is still early. There must be a drop before the production reduction, which does not affect my search for high short positions!
<span Regarding the cup drop, don’t be anxious. There will be opportunities. Timing is very important. You can only drop the cup once. If there is a big drop before the production reduction, you will drop the cup decisively. I believe there will be an opportunity, don’t worry!
<span The current rise is obviously stimulated by the news. The ETF has not yet passed. Even if it does pass, it will be a long-term positive. It is difficult to have a large amount of capital inflow in the short term. What is replenished is only confidence. This kind of news stimulus is difficult to sustain. On the contrary, it will Overdraft short-term potential!
<span I am more willing to believe that the current situation is stimulated by the news + a preview of the production reduction market. Everyone knows that the market usually starts to be hyped half a year before the production reduction, and it is almost over now. If so, it can continue, just watch as you go!
Overall: The short position in the morning is basically dead. The long-short ratio is very different, which is a bit of a bull mood. In this case, if you are in the car, lie down. If not, the best thing to do is not to be blind. Chasing the rise, watch more and move less, unless you can take the long term...