市场正在错误地解读中国的意图

“China has plenty of means for countermeasures, but under the current situation, the question that should be discussed right now is about removing the U.S.′ new tariffs on $550 billion in Chinese goods to prevent escalation of the trade war,” Gao Feng, spokesman for China’s Ministry of Commerce, said Thursday.

Source：https://www.cnbc.com/2019/08/29/trump-says-trade-talks-resume-thursday-at-a-different-level.html

中国清晰地地表明了只有美国解除对中国新加征的关税，才能避免中国的反击。美国的主流媒体今天的宣传却是中国暂时不会对美国反击，而丝毫不提中国不反击的前提条件。

When asked about its ongoing trade war with the U.S., China’s commerce ministry said Thursday that it was opposed to escalating trade tensions, hinting Chinese authorities will not retaliate against the latest round of U.S. tariffs.

Source：https://www.cnbc.com/2019/08/29/stock-market-wall-street-in-focus-amid-recession-fears.html

因此，如果在明天收盘前没有美国推迟加税的消息，可以大胆做空美股。建议做空几周后到期的期权，给中国的反击留一点时间，也给自己一点腾挪的余地。顺便说一句，市场对FED七月降息的预期就是一个典型的错误解读。如果你完整地听过POWELL在国会的证词，不难得出这个结论。所以，对于重要的新闻，一定要考证出处，看过原文，再做出自己的判断，不要轻信市场的解读。