本帖最后由 紫光 于 2010-11-3 21:39 编辑 ! j7 n2 l( ^6 M# p2 t3 H5 C 4 r: u; M+ m* b7 t6 [( J; o8 SThe 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 $35 billion per month in reinvestment purchases. 6 v/ j* T! L9 Y% h+ O嘿嘿……美国准备印很多很多的钱,不过这个预期已经被PRICE IN了1个多月了。 9 v: ~" t7 A6 P$ @$ M现在股市标普为例面临1210-1220之间的阻力。 : q; k1 R7 E& U4 \参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2* I2 N+ R) E; F. W
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。 " L% n/ J- i, R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 t- }' @9 L8 V今天早些时候出来的数据: - X" }. I( s8 L: z2 `& C! O3 ]+ eEconomic 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. 7 o1 X4 A9 i; {! W) K
股市在这些数据的配合下,仅仅小涨。) l/ t2 D# {0 @" m
种种迹象都证明风险资产的上涨长期看还有大幅空间。 ( Q5 B) [; s1 Q8 Y* ^ T短期看,OVERDONE。 o& R, i1 q: \# V
所以关注标普1210-1220的阻力位置。0 \, q# g; l+ Q2 ?! 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。! C5 [) ^& ^& ]
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。