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本帖最后由 紫光 于 2010-11-3 21:39 编辑 7 X5 |/ m$ I8 _% G
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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 $35 billion per month in reinvestment purchases.9 }" R/ @, }1 s& E( L. z) L+ f
嘿嘿……美国准备印很多很多的钱，不过这个预期已经被PRICE IN了1个多月了。
) N. {5 Y5 g$ Y9 q0 N; ~现在股市标普为例面临1210-1220之间的阻力。: L1 B# F# R7 |+ o- s+ O8 g, z- `
参见我9月1号的帖子：http://www.edmontonchina.ca/view ... &extra=page%3D2$ G; F8 r& }3 b# l% }
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。% b H3 ~' } `5 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。 C- `, e" X9 n$ P! Z3 T
今天早些时候出来的数据：
& Q$ L$ f9 {9 f7 z- n1 O& HEconomic 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. 2 [+ P5 c h F5 J& G3 `
股市在这些数据的配合下，仅仅小涨。
9 N% }' O, m" |种种迹象都证明风险资产的上涨长期看还有大幅空间。
0 U2 T# Y' ?" }9 S短期看，OVERDONE。7 G* B7 a7 ]% J f2 b f% m/ n0 W
所以关注标普1210-1220的阻力位置。
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0 h) Y$ }, k {: X0 I3 [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+ P, G6 P8 p. A! s, C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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