我开仓了3手$TSLA 20240802 210.0 PUT$ ,7月5日行权价为190的sell put肯定到手了,赶紧再补3手sell put以维持10手sell put的总仓位。特斯拉8月份还有一个Robotaxi的利好压着,本来市场对交付量的预期不高,没想到居然超预期,短线看高。The sell put with an exercise price of 190 on 05Jul must have been packeted, and 3 more sell puts were quickly added to maintain a total sell put position of 10 lots. Tesla also had a positive impact on Robotaxi in August. The market had low expectations for delivery, but it even exceeded expectations, so the stock price is expected to rise in the short term.
我平仓了20.0组$20+年以上美国国债ETF-iShares CALENDAR 240816/240719 PUT 93.0/PUT 93.0$ ,市场为特朗普的当选而重新计价,他要给大企业减税,并且大幅提高关税,这都引起国债收益率的飙升,不得不做一个rollover的操作。The market re-priced Trump's election. He wanted to cut taxes for big companies and significantly increase tariffs, which caused a surge in Treasury yields and necessitated a rollover.