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本帖最后由 紫光 于 2010-11-3 21:39 编辑 0 p, h4 _# Q) K( b
& n2 E9 L; K$ B( x9 BThe 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 $35 billion per month in reinvestment purchases.
2 b% o4 @( X3 }: N* t8 A" R" D嘿嘿……美国准备印很多很多的钱,不过这个预期已经被PRICE IN了1个多月了。& P5 g3 S3 b5 U+ _/ k% n/ o0 G
现在股市标普为例面临1210-1220之间的阻力。" }: B7 ~3 `1 z
参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D23 V' \$ T6 n9 w
从大势上看,突破是迟早的事情,但是我们应该注意一下市场今天都告诉了我们什么。
O' {* o/ O" }& S- Z$ N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。, D6 ~1 B! n" A; f% O* e
今天早些时候出来的数据:* t, q, ~+ e# ^( {8 w6 R
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.
. ]4 V4 |0 Y/ |/ _3 h. }( K股市在这些数据的配合下,仅仅小涨。
) f( k' V5 j7 A9 @& v3 U1 C% r' T种种迹象都证明风险资产的上涨长期看还有大幅空间。: Z5 H, o8 `, n4 p
短期看,OVERDONE。
0 O5 O h6 \2 h( p9 w+ a; V' R所以关注标普1210-1220的阻力位置。: y, _/ J8 h, G4 a# U8 I
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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。+ ]( a6 x" n5 K* I* b6 F. }
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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