本帖最后由 紫光 于 2010-11-3 21:39 编辑 ! v1 c7 i4 X! o3 Z! @ ; T% Y) R; ]6 \8 O8 [9 [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 $35 billion per month in reinvestment purchases.: W- m+ r3 K, J3 A1 v5 W* L
嘿嘿……美国准备印很多很多的钱,不过这个预期已经被PRICE IN了1个多月了。# M7 X4 u* L3 q" P4 K4 W) n3 O
现在股市标普为例面临1210-1220之间的阻力。1 y8 ]& ~! \; [3 Z9 A% Z: ~8 f6 G
参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D20 g, o T! |7 \9 E0 ]3 D& S
从大势上看,突破是迟早的事情,但是我们应该注意一下市场今天都告诉了我们什么。5 m* a, V* H, i8 ~$ ~5 [( x: l
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 {% F2 I4 m3 d
今天早些时候出来的数据:6 a4 |% [/ n+ S- X& H8 m
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. ( P H9 Z- |6 s9 U
股市在这些数据的配合下,仅仅小涨。 P2 ~0 b A& x种种迹象都证明风险资产的上涨长期看还有大幅空间。* G" y/ R3 V5 W7 d
短期看,OVERDONE。5 F2 Z9 d1 z; |5 V
所以关注标普1210-1220的阻力位置。 4 A5 D3 ~5 }3 ^6 U& I4 H' E( _' d9 U `; r. W z0 g
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。 * O+ k3 S: }5 w9 V7 A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。