[February 2nd US Stocks] On the evening of February 1st (Eastern Time), US stocks plummeted due to volatility in the Asian session; around 4 or 5 AM, after the Asian session closed, US stocks rebounded sharply – so last night's market movement was essentially an "Asian story." As for the US stock market itself, I believe the downward trend is very significant. I plan to focus on short: metals and minerals, Canadian oil, memory chips from South Korea, and OAI-related sectors. This is not intraday or short-term trading, but rather swing trading.

Today's rebound was too strong, mainly because there weren't any particularly positive fundamental factors. (The rebound was already strong before the ISM data was released). My bearish stance on the swing trading remains unchanged, and I took the opportunity to add to my short positions today. Currently, my holdings are approximately 45% short, 25% long, and 30% cash. I plan to add a little more short later to reach a 50:25:25 position. . . The original holdings remain unchanged, the newly added short positions are $vale $su (2)

Positions are held as planned. Currently, I short slightly over 50% short, around 25% long, and about 25% in cash. The underlying assets remain unchanged. Today's US stock market rebound was strong and unusual; I'll observe further. My short view for this period remains unchanged.