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本帖最后由 紫光 于 2010-11-3 21:39 编辑
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/ I/ L) ~- E7 z! M' PThe US dollar was under pressure following a slightly more aggressive QE than the markets had anticipated. The Federal Reserve announced they will purchase an additional $600 billion of longer-term Treasury securities over the next 8 months which comes out to about $75 billion per month. This is compared to forecasts of $500 billion over 6 months and is in addition to the roughly $35 billion per month in reinvestment purchases.8 j) U9 K6 ]2 D8 G+ N/ a$ [) c
嘿嘿……美国准备印很多很多的钱,不过这个预期已经被PRICE IN了1个多月了。) ? W- Q, ~' g! x, z6 l6 t% [
现在股市标普为例面临1210-1220之间的阻力。, B! |+ d/ u: g6 o7 q3 A
参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2
7 _7 ]3 A3 p" X; e- N6 t ?' {6 h从大势上看,突破是迟早的事情,但是我们应该注意一下市场今天都告诉了我们什么。
7 c! P5 {& x" d. i& {0 E# W今天的市场风险资产以黄金为例,经历了大起大落。在消息出来之前,黄金自由落体般下跌了30块。而消息是more aggressive,但是黄金未能创出新高。& U; G1 [# u9 u, t. ^, {
今天早些时候出来的数据: L& G/ Z4 x2 d" M( U
Economic data released earlier showed ADP employment was much better than the expected +20K with a print of +43K for October up from the prior month’s -2K (revised higher from -39K). September factory orders surprised to the upside rising by more than the forecast of +1.6% climbing +2.1% from the prior 0.0 and the October ISM non-manufacturing index advanced to 54.3 (cons. 53.5 prior 53.2). The ISM Chairman mentioned that the ‘slow growth’ indicated by the report is more sustainable than a fast pickup.
) m5 u$ P& U% f股市在这些数据的配合下,仅仅小涨。) P/ D* y& u% r6 h6 U7 D
种种迹象都证明风险资产的上涨长期看还有大幅空间。
* z, y: W6 o1 T8 i6 @0 F& |! w短期看,OVERDONE。; E4 j% p$ t+ r( y+ ~" p
所以关注标普1210-1220的阻力位置。' |9 k7 H% e, @" q Y0 c7 g( t! s
8 q% k1 g5 [* e) b) [至于黄金,很清楚的3浪调整走势,目前是第三浪开始不久,不过不能越过1366。
% X# ]5 ?0 x; t( L因此可以考虑在1256.50卖出黄金,止损1267。目标大概1280-1285之间。图不知道为什么不能下载,抱歉。 |
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