 鲜花( 4348)  鸡蛋( 18)
|
本帖最后由 紫光 于 2010-11-3 21:39 编辑 - A$ L* j7 G! e6 M5 a; r# o' Z0 L
* ]6 `( ?5 v+ ?( G, M* uThe 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 $35 billion per month in reinvestment purchases.
/ O+ w5 `" g+ p- G& k0 P$ t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。! H, Y+ k4 H; L% t- U2 `# f9 i
现在股市标普为例面临1210-1220之间的阻力。9 l7 f! p" A% B _
参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2
2 ~* u7 Q$ y7 b4 n1 S( M' [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 w! J' M, u1 n, y6 f: c; 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。
) k0 Y* m% o+ N% j# u% ]! F今天早些时候出来的数据:
3 U4 ~2 A* N. zEconomic 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. & W3 ?: I- y, }. G& f0 j. k+ h- X
股市在这些数据的配合下,仅仅小涨。
# P" g: n6 I3 S- ?8 s F种种迹象都证明风险资产的上涨长期看还有大幅空间。
7 J& N+ I: f% l( [+ R短期看,OVERDONE。
7 n7 F% H) w5 t5 i* a$ W: z: n( E/ o所以关注标普1210-1220的阻力位置。
! y) v& `; T! l* _, r6 G2 R8 J. f$ w8 y3 U1 C$ }- y5 f% y% i6 {
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 ?9 M" x* @( J, X2 f d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。 |
-
|