本帖最后由 紫光 于 2010-11-3 21:39 编辑 ) t* M; G0 A) K$ |4 l " r7 b/ s1 I- ?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 $35 billion per month in reinvestment purchases. % w( f. T/ |# z4 G嘿嘿……美国准备印很多很多的钱,不过这个预期已经被PRICE IN了1个多月了。3 ? L# K9 {* q8 c7 g8 j
现在股市标普为例面临1210-1220之间的阻力。( z0 w, b# d! G6 q, G5 P6 q" N' y
参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D21 S$ d0 \1 B1 y1 Y- z
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。 / _) O& _9 g3 E9 }9 e5 q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。8 a$ ]; U+ y+ S3 M4 ^; T8 l( j
今天早些时候出来的数据:$ F, p" [' _4 M; X* {
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. u1 V) _/ Q7 b$ @6 F3 @股市在这些数据的配合下,仅仅小涨。 % y* u/ `* k% J& @8 V7 Q种种迹象都证明风险资产的上涨长期看还有大幅空间。' z/ ?4 U# y% P4 u, d
短期看,OVERDONE。 . j% k4 ~1 y6 S& v3 v2 q所以关注标普1210-1220的阻力位置。 % a& t7 k+ D: b0 | ; B6 W2 n( z% T8 ]3 x; }2 h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。: e! E3 |/ ]6 L/ D8 h
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。