本帖最后由 紫光 于 2010-11-3 21:39 编辑 + _- H! q& {5 E2 X9 r& l7 A% i* t* t
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 $35 billion per month in reinvestment purchases. 3 `, L9 ^. j( E9 E+ J3 w% a嘿嘿……美国准备印很多很多的钱,不过这个预期已经被PRICE IN了1个多月了。 6 h, p+ C0 ]9 E% R x t9 Q$ B现在股市标普为例面临1210-1220之间的阻力。7 B" J3 q% b' z% N
参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D22 Z! k8 w% q9 V) V( S
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。4 l5 U* t+ O0 V5 \
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。 ( g7 x; S9 r" i5 a6 f今天早些时候出来的数据: ( k' R# V8 q$ X/ E8 Z8 mEconomic 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% Z) t3 M3 v7 a$ ?股市在这些数据的配合下,仅仅小涨。 # i9 _3 r8 P; b种种迹象都证明风险资产的上涨长期看还有大幅空间。) W0 Z# K+ O3 k& ?. w2 L* _9 { ?
短期看,OVERDONE。" A2 v, g( K ~0 [9 O5 W
所以关注标普1210-1220的阻力位置。 6 B4 {7 x3 E( b4 I, T6 k" [" k4 l 5 g$ b8 K3 L( a. O, k! x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。( h E% M" }* W8 h* x: `* W4 V
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。