本帖最后由 紫光 于 2010-11-3 21:39 编辑 ; L2 r' }2 U) i5 D" ~ ! z) t. [% b5 G& J3 P) GThe 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 $35 billion per month in reinvestment purchases. & Y% {; m1 y2 i% C t嘿嘿……美国准备印很多很多的钱,不过这个预期已经被PRICE IN了1个多月了。+ U6 y9 L" z& v4 }9 |, J
现在股市标普为例面临1210-1220之间的阻力。 # S% l3 X/ y: F- w: J- G) y$ s( M参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2 8 s/ @, D+ x; Y" O* M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。 7 f0 _9 ]+ \4 w. M4 h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。 2 `7 N; J5 X' o# s g9 n今天早些时候出来的数据:. f) G! f; w+ @* @ q& r
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. + v; c( T/ N& B' c7 c* \股市在这些数据的配合下,仅仅小涨。+ W5 w8 S( k# f; J u
种种迹象都证明风险资产的上涨长期看还有大幅空间。 0 }- i" R1 m( c$ L短期看,OVERDONE。 W8 @8 k; ~0 R( f) a所以关注标普1210-1220的阻力位置。 ' N# H" G! H5 j4 J7 Y& Z# O' y' `. h- M+ 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。 - V, P* o$ H+ Z7 J1 w/ X }0 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。