本帖最后由 紫光 于 2010-11-3 21:39 编辑 ' O: m& p+ Q' g3 C3 Y( T - @- c6 z/ B# `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 $35 billion per month in reinvestment purchases.! p+ m: X# W/ e: h: c, P
嘿嘿……美国准备印很多很多的钱,不过这个预期已经被PRICE IN了1个多月了。 5 y+ v9 r: t$ B( T+ b3 A现在股市标普为例面临1210-1220之间的阻力。/ t. ^" J! |& k* M! W/ ~5 _
参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D20 e! \" g0 \8 e, n9 q& }- s
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。1 I" l' X: u& |+ b2 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。 8 y; R+ Z2 _+ ]: B今天早些时候出来的数据: ( {% }; `4 Z4 }7 q& v" N% nEconomic 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. ! i; ?$ X+ _( U" e' n
股市在这些数据的配合下,仅仅小涨。 T# u" c, K6 _4 |7 f
种种迹象都证明风险资产的上涨长期看还有大幅空间。% O' ~6 F- |8 d( Q
短期看,OVERDONE。 1 Z* V$ A ~# | s+ C所以关注标普1210-1220的阻力位置。( x' I$ s- {8 u9 O' k7 |
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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。 + }6 u9 r$ h5 m' @9 {& j8 _! _) m' {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。