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Cheng Jie evening strategy is solid: The logic of bearishness on US stocks is sound!
I have made it clear to everyone before that we should firmly maintain a bearish outlook on the US stock market, and the current trend aligns perfectly with my analysis, not much difference! However, some friends are puzzled as to why it hasn't dropped more sharply. The core reason is that the downward revision of the Non-Farm Payroll data in August serves as a support, essentially providing a temporary cushion for the market.
But everyone remember, this is just a short-term phenomenon! September is the key; the Flying Dragon data will return to normal, and the previously concealed downward pressure will be released. At that time, shorting is still necessary. To be honest, if it doesn't drop this time, it must be under institutional control—after all, September has historically been the worst-performing month for the U.S. stock market, with both liquidity and seasonal pressures at play, there's no reason to hold on stubbornly.
Continue to closely monitor the short-selling main line, and don't be swayed by short-term fluctuations.