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本帖最后由 紫光 于 2010-11-3 21:39 编辑 / L- @5 `& v6 m6 c8 [* e# \8 V3 N' N6 v
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The 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 $35 billion per month in reinvestment purchases.
8 B, l, |& l- H/ j嘿嘿……美国准备印很多很多的钱,不过这个预期已经被PRICE IN了1个多月了。9 n+ v ]) {1 Q5 n0 b- E7 p
现在股市标普为例面临1210-1220之间的阻力。
# [# D) \% K: R9 R- q) n) x参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D27 N$ l, F |# a/ Y* J: 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。
* b8 ?) i( [: Z, b0 I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。9 L9 v/ B. I: ~: e4 I
今天早些时候出来的数据:) s0 W& r9 J$ Z4 Q$ ?& @: r( y1 f, C
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. 0 k6 i: j' ]; a1 {
股市在这些数据的配合下,仅仅小涨。
$ j/ k! y4 v2 H! P$ w种种迹象都证明风险资产的上涨长期看还有大幅空间。4 `3 e, D2 }; |# B
短期看,OVERDONE。
5 U. b; v G3 s- K/ V所以关注标普1210-1220的阻力位置。. g. N" ?% D6 H ]1 r
( ~7 s6 Y, g. F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。; v5 F- R1 _8 S/ w- V7 r
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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