本帖最后由 紫光 于 2010-11-3 21:39 编辑 5 M5 e$ e1 h2 d' S4 v5 _' f- P8 p9 Q; c. x
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 $35 billion per month in reinvestment purchases. ! v5 f* I% e/ K. G; \+ |嘿嘿……美国准备印很多很多的钱,不过这个预期已经被PRICE IN了1个多月了。8 o0 o. f: i7 a. u |1 Z/ F9 B; [0 G
现在股市标普为例面临1210-1220之间的阻力。 # ^/ I. m' U$ L1 _$ { ~3 F( `9 V' |参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2/ ]. c" e. T: Q. s$ |( w; c7 Z4 N
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。5 `! K) x* n0 q7 j( f8 y
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。 , p! l+ s4 _; s, E# e7 [ \今天早些时候出来的数据:; R( @; m; \0 f8 d) B
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. 9 u" O0 ^# |2 |6 {& I0 K( I, z2 i {
股市在这些数据的配合下,仅仅小涨。1 e" u" B6 @1 n$ R) K- x& F
种种迹象都证明风险资产的上涨长期看还有大幅空间。 " \; s2 z" D+ ?: M7 w短期看,OVERDONE。) K D4 O! }, f2 g
所以关注标普1210-1220的阻力位置。# g- H ^" J7 u! B5 J
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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。 `, q6 x. j4 K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。