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Therefore, the logic of Liu Changsong's bearish position is wrong. I am also cautious in this position, but the reason why I am cautious is that the theme stocks are too hot and the blue chips have been stagnating, so there is a problem of switching market styles, not whether the market will fall. Because of the recent stagflation of blue chips, there is no momentum for the market to fall.In the morning, the Asia-Pacific stock market generally fell, but A shares once rose against the trend. I thought I would take an independent market, but I didn't expect it to be brought down at noon.

Therefore, the logic of Liu Changsong's bearish position is wrong. I am also cautious in this position, but the reason why I am cautious is that the theme stocks are too hot and the blue chips have been stagnating, so there is a problem of switching market styles, not whether the market will fall. Because of the recent stagflation of blue chips, there is no momentum for the market to fall.His judgment is based on insufficient quantity. When the turnover of 2W billion was maintained in November, A shares barely rebounded by 3500 once. At present, the turnover has been kept below 2W billion, so 3400 points is the top.Among the national debt and political debt, I chose the only political bond ETF in the two cities. Although the debt base is very safe and the risk is very small, the latter has a short duration compared with 30 years, and the short-term withdrawal is even smaller due to the negative impact. In addition, the government debt itself is also a "quasi-national debt", because of the credit risk compensation, it has a higher yield and a higher cost performance than the national debt.

A shares dive at midday, what happened! Is 3400 really the peak in December?Ass determines the head, and there are always people who are happy and sad. For the retail investors who hold positions in our venue, people's minds are rising, but not necessarily for some people who watch the drama outside the venue.Well, I want to say that it is no wonder that we can only make money by looking at A shares in such a mechanical and rigid way. After all, these big V's can't make money by entering the stock market, but they will be cut off.