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本帖最后由 紫光 于 2010-11-3 21:39 编辑
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% ^ H- T+ V+ @* y* _' GThe 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 $35 billion per month in reinvestment purchases.
! o' r2 V4 Z9 ^) D+ k7 V1 {嘿嘿……美国准备印很多很多的钱，不过这个预期已经被PRICE IN了1个多月了。) i1 }# c, [" B5 ~
现在股市标普为例面临1210-1220之间的阻力。- c& B$ d, |5 G1 J, T
参见我9月1号的帖子：http://www.edmontonchina.ca/view ... &extra=page%3D2
# s5 F8 k3 a5 F) k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。
) Y. [5 `( v* ]& T1 v4 G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。
; ~3 }5 `2 }- o今天早些时候出来的数据：
- q$ ?* Z( K! s( @# }- ?9 jEconomic 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.
* S! N+ S( i- g. x* l% c% A4 ], t# N股市在这些数据的配合下，仅仅小涨。 j# Y8 I1 c2 _. d
种种迹象都证明风险资产的上涨长期看还有大幅空间。) h s* s5 q3 O0 G! A
短期看，OVERDONE。
# }( x+ K9 ?+ ^所以关注标普1210-1220的阻力位置。% @9 T; \, ^2 N3 t% O6 j3 M
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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。
3 ~+ s" x; w. a+ n( A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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狗仔卡
发表于 2010-11-3 20:37
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楼主
发表于 2010-11-3 21:02
发表于 2010-11-3 23:35
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