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本帖最后由 紫光 于 2010-11-3 21:39 编辑 X, a% s0 g7 v+ c
8 U3 q! D8 R# B" t7 P; I4 i. [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 $35 billion per month in reinvestment purchases.
) a6 h' ~( m! f- B8 U9 W* C嘿嘿……美国准备印很多很多的钱,不过这个预期已经被PRICE IN了1个多月了。9 v9 [, C1 i: E" F6 H8 o" `7 {! a
现在股市标普为例面临1210-1220之间的阻力。5 Z" A4 K) |; o) k% e, Q+ q
参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2
2 v& J9 Z% z4 l! u" W" @$ \3 I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。
. P- e! j, U" P0 r& N' G: t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。
; b8 h _+ H5 H9 p" P( T# H# }今天早些时候出来的数据:
( i3 W! S. F* K" K( |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.
+ f3 e- t6 y: U7 a! _' H股市在这些数据的配合下,仅仅小涨。
5 _' w. x o; h/ c7 p5 X& i$ I种种迹象都证明风险资产的上涨长期看还有大幅空间。. j5 \4 K6 Q7 B, E6 k/ N( M
短期看,OVERDONE。/ e2 O: |8 V1 ]
所以关注标普1210-1220的阻力位置。, J- i: p% z7 F: ]" u v
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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。
7 y, l2 y; m1 a1 H: k" N6 i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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