本帖最后由 紫光 于 2010-11-3 21:39 编辑 3 Z+ O% n# h. `7 I: W( d/ L
1 p2 { l, D+ E, y# T" Y6 y# W( _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 $35 billion per month in reinvestment purchases. 2 `$ }* B8 X) L% 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。# ]0 y4 R6 m$ v. F
现在股市标普为例面临1210-1220之间的阻力。( R2 @7 p1 O% Z& I
参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2: n# S+ H+ `6 K0 i+ d
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 L! G0 f. \( 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。 4 S' `1 o9 l8 h Q5 v0 K! C今天早些时候出来的数据:6 F6 R6 X5 s; m7 n3 d
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 l V# `7 c9 ]
股市在这些数据的配合下,仅仅小涨。 & A' l1 J+ f. w3 m6 l8 M8 C. h种种迹象都证明风险资产的上涨长期看还有大幅空间。* R) `5 ^! f! w, j: c
短期看,OVERDONE。 - q* U' `" ]6 J1 b所以关注标普1210-1220的阻力位置。 7 Z" x( C% ]0 Z* I $ N% @# w& U0 F+ F% X) l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。 1 _3 _* G" r$ G7 X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。