本帖最后由 紫光 于 2010-11-3 21:39 编辑 4 J7 J6 {% @) x 6 u8 e3 Q4 ^2 x D- k8 n; @6 ~% t9 j6 JThe 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 $35 billion per month in reinvestment purchases. ' g& \0 X0 _' }4 [# n嘿嘿……美国准备印很多很多的钱,不过这个预期已经被PRICE IN了1个多月了。 % |' \+ ]" }5 N) r9 d3 [5 @- B8 V) ?& q现在股市标普为例面临1210-1220之间的阻力。; B2 `& w W6 V# {$ T
参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2 {9 }, i7 \3 Y! C% Z$ X7 f
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。 " h0 ?4 H( n5 x# J3 ^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。1 q" i" n; _: o) f3 l; ^/ a( V3 C
今天早些时候出来的数据: 7 f, f# t2 E7 n# }! e0 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. . f* y1 B* O& J+ _4 H
股市在这些数据的配合下,仅仅小涨。 0 _/ e% I7 B1 |8 x种种迹象都证明风险资产的上涨长期看还有大幅空间。 5 M# r! N+ q9 Y短期看,OVERDONE。& A) R0 e M4 C/ n! [
所以关注标普1210-1220的阻力位置。 1 Y$ G& s" |9 _/ }3 |* P" @1 ]; j - R- c# Q5 Q# f4 x7 X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。+ n2 \, r) ]) Q% F% |2 ^% A$ Q
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。