 鲜花( 4348)  鸡蛋( 18)
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本帖最后由 紫光 于 2010-11-3 21:39 编辑
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z' a' a9 o& m% Q% I/ U$ MThe 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 $35 billion per month in reinvestment purchases.
+ y( z: t; n+ K! n' v8 `9 p4 U4 ~嘿嘿……美国准备印很多很多的钱,不过这个预期已经被PRICE IN了1个多月了。
0 Q- Z* T$ ^5 [) c2 k现在股市标普为例面临1210-1220之间的阻力。6 D: q/ f) _6 e% \6 F, P
参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D20 i5 Q U9 t6 z! _6 ~6 o2 ?: x
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。
. z6 P' h) r0 B) u+ \& i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。
: |) g* l- y; ~- M, o8 o7 I r3 X6 C$ m今天早些时候出来的数据:
9 Z T+ q+ f% |7 G$ Y/ k% \/ w8 EEconomic 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. . s$ \. ~/ }3 [ m5 b
股市在这些数据的配合下,仅仅小涨。- d7 o, q, o% e7 p0 U* F, o
种种迹象都证明风险资产的上涨长期看还有大幅空间。$ L0 y5 C% T t1 b
短期看,OVERDONE。% G r) k* ^, x }. T# L
所以关注标普1210-1220的阻力位置。1 ]# F6 |2 ^, O9 ?* v$ R
) h( ]4 \+ l/ l) E, p: }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。
4 N6 u# W+ q5 c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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