 鲜花( 4348)  鸡蛋( 18)
|
本帖最后由 紫光 于 2010-11-3 21:39 编辑 8 _9 n6 U* Q1 `8 U3 b9 f/ m4 E
% @ Z- R) @. r* C" I2 }$ _- YThe 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 $35 billion per month in reinvestment purchases.
* i) i. t% K& x嘿嘿……美国准备印很多很多的钱,不过这个预期已经被PRICE IN了1个多月了。+ C- w6 d2 A3 q F
现在股市标普为例面临1210-1220之间的阻力。+ G, D+ U1 M- Q, K/ ^( a$ k
参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2
' [3 a- f6 ?" h* x6 e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。- y8 h; i- h; ^7 i& y e7 M
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。, K$ @. g6 T* I0 l
今天早些时候出来的数据:/ P2 J# h) H* j& l$ ?6 T3 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. , F; v/ p3 `+ o/ N
股市在这些数据的配合下,仅仅小涨。
& z5 s, C+ J* @+ T, y, h种种迹象都证明风险资产的上涨长期看还有大幅空间。% y) m c; q" C/ e
短期看,OVERDONE。, ^2 {3 v+ C K6 c; Q
所以关注标普1210-1220的阻力位置。( V4 b: F' y$ r3 h1 |& U0 u2 L/ A
% p+ N" ^7 J) n% g" }) f9 P, t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。 f' i {* l! v7 K9 U9 X. i& j5 p0 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。 |
-
|