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本帖最后由 紫光 于 2010-11-3 21:39 编辑 2 u. _& \0 A1 B" ^% [
8 I* v, w: J9 g9 ?/ [" T# xThe 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 $35 billion per month in reinvestment purchases.% ]0 w! [1 B" B- h9 ]5 O
嘿嘿……美国准备印很多很多的钱,不过这个预期已经被PRICE IN了1个多月了。
! | q5 y9 O$ u. f现在股市标普为例面临1210-1220之间的阻力。* T+ o0 Q2 G7 o( O
参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2
6 B, D' C3 b' z {* `2 X( {$ o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。( i, T) ^' J! r3 L" q! v& K
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 h1 ]3 s2 }, ? R0 W今天早些时候出来的数据:
5 T1 c7 x- d& QEconomic 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.
$ n" u+ M7 C! ^. y2 ~, I股市在这些数据的配合下,仅仅小涨。
9 c; b# n4 ~( C* F种种迹象都证明风险资产的上涨长期看还有大幅空间。) D4 Y5 n X9 O9 _3 s. B1 @( }' S* \
短期看,OVERDONE。' m% y1 o. A1 E q. g
所以关注标普1210-1220的阻力位置。6 `" o* z& d- Z$ H) y% t% t2 z
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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。* Y! j! E1 {' B, { h& Q
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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