很难,US is buyer, China is seller. US can buy cheap goods from other emerging countries. China has to sell to US. if trade war happens, US will have short pain, China will have a disaster.
OE day 尾盘拉升, 也有可能是因为MM为减少所卖的 PUT 被 exercise 而不得已而采取的强迫性买入, 以降低所卖PUT的成本. 有很多今天到期的 ITM PUT 没有被小散 close 掉, 等着收盘后被 exercise, 最后这个拉升, 让这些持有 ITM PUT 的小散措手不及.