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本帖最后由 紫光 于 2010-11-3 21:39 编辑 5 v/ `( o& P& H* U5 k0 B3 M1 J
9 m; M" Z( m" i0 C9 FThe 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 $35 billion per month in reinvestment purchases.
+ L3 G8 V" k8 l* _ X/ _7 T. |嘿嘿……美国准备印很多很多的钱,不过这个预期已经被PRICE IN了1个多月了。
! m \, r) G( {现在股市标普为例面临1210-1220之间的阻力。9 ?2 M7 i) Z" ?" A; d ]
参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2/ z# M7 l/ U, I1 f" N4 B0 s# Y
从大势上看,突破是迟早的事情,但是我们应该注意一下市场今天都告诉了我们什么。
0 k6 S# k+ w0 v+ e# X今天的市场风险资产以黄金为例,经历了大起大落。在消息出来之前,黄金自由落体般下跌了30块。而消息是more aggressive,但是黄金未能创出新高。
8 N- c9 q7 F' N# p今天早些时候出来的数据:
1 ?8 A8 w- a! G1 I: rEconomic data released earlier showed ADP employment was much better than the expected +20K with a print of +43K for October up from the prior month’s -2K (revised higher from -39K). September factory orders surprised to the upside rising by more than the forecast of +1.6% climbing +2.1% from the prior 0.0 and the October ISM non-manufacturing index advanced to 54.3 (cons. 53.5 prior 53.2). The ISM Chairman mentioned that the ‘slow growth’ indicated by the report is more sustainable than a fast pickup.
" }1 e% T0 ]& i; V6 G, ^9 c, \股市在这些数据的配合下,仅仅小涨。9 H/ e6 W, y2 J2 z# t: x
种种迹象都证明风险资产的上涨长期看还有大幅空间。& f, {% l, U6 J+ h- B8 M
短期看,OVERDONE。2 s2 o" ?4 c9 n! e( O, j5 y2 x
所以关注标普1210-1220的阻力位置。
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至于黄金,很清楚的3浪调整走势,目前是第三浪开始不久,不过不能越过1366。, x# B T( m$ g0 H+ ? D
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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