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本帖最后由 紫光 于 2010-11-3 21:39 编辑 + y" z+ a0 [+ r }% r! J. S
7 i! K$ h& y8 `- k- zThe 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.
# `- S1 g A8 M4 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。
6 L0 ~) G6 B/ }: g3 y现在股市标普为例面临1210-1220之间的阻力。9 d0 F, s( a5 ?
参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2
+ {& j% K- ^- q+ V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。! u! f0 I- k# F/ D* M* f G
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。
. Z' q2 W- `; T, @今天早些时候出来的数据:
; y- [3 A- ^, @# AEconomic 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. d3 f. W4 F7 W T% a
股市在这些数据的配合下,仅仅小涨。- U- K* u, h' V. t* c
种种迹象都证明风险资产的上涨长期看还有大幅空间。" _9 o, P5 x1 y; s7 |
短期看,OVERDONE。
, S/ j- t1 ]- {0 H% I5 q, N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。
S, O' d: W0 \- g# A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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