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标题: [闲谈] 牛完了 [打印本页]

作者: tfmegatron 时间: 2011-10-31 21:52 标题: 牛完了

本帖最后由 tfmegatron 于 2011-10-31 21:54 编辑

句号，是不是该战略空头上场了？

作者: 何鸿燊 时间: 2011-10-31 22:01

本帖最后由何鸿燊于 2011-10-31 22:03 编辑

回复 1# tfmegatron

Chinese PMI Falls to 50.4 vs 51.2 - Back Near the Expansion / Contraction Line
Posted by Mark at 9:27 PM

As always there are two Chinese Purchasing Manager Index reports - the government which focuses on larger, state controlled companies, and the HSBC report which focuses on smaller companies. The Government report is out and we have a reading of 50.4 versus the 51.2 in September. The estimate was 51.7 so this was a bit of a disappointment. That said, for those who love easy money this heartens their case for China to re-engage in easy money policies sooner rather than later; even as the country is dealing with the havoc of many bad loans from their last round of easy money.

The manufacturing index from the logistics federation and National Bureau of Statistics is based on a survey of purchasing managers in more than 820 companies in 20 industries. The gauge hasn’t fallen below 50, the level dividing expansion from contraction, since February 2009.

The new orders index fell to 50.5 from 51.3 in September and a measure of output dropped to 52.3 from 52.7. New export orders contracted, declining to 48.6 from 50.9 the previous month, the logistics federation said.

The prices index dropped dramatically....

...the input prices subindex, an indicator of inflationary pressure, declined to 46.2 from 56.6 in September.

The HSBC report comes out later in the day (night) but the two are generally within a point of each other.

作者: not4weak 时间: 2011-10-31 22:14

Someone from CNBC said SP500 to drop to 700 ... OH, my.

作者: not4weak 时间: 2011-10-31 22:15

“In reality we are continuing with the policy of creeping fiscal union and kicking the can down the road, hoping that somehow growth with magically appear and bail out all heavily indebted nations. I think such hope is extremely misplaced. This latest bailout relies on the market not calling what I see is a huge bluff, because if the market does call it, the bailout simply won‟t be credible or even deliverable," he added.

作者: day_trade 时间: 2011-10-31 22:53

什么叫做战略空头，从哪里学来的词？

作者: tfmegatron 时间: 2011-10-31 23:00

什么叫做战略空头，从哪里学来的词？
day_trade 发表于 2011-10-31 22:53

就是披着牛皮的熊，战略空头也可战术做多，厚厚！

作者: day_trade 时间: 2011-10-31 23:30

只有极少极少数人能两头都做,而且赚钱. 但这些人,绝对不是市场的主流.

作者: day_trade 时间: 2011-10-31 23:32

今年有很多PM被炒了,主要是hedge做的不够，这一次波动，出乎了不少人的意料。

作者: tfmegatron 时间: 2011-10-31 23:47

今年有很多PM被炒了,主要是hedge做的不够，这一次波动，出乎了不少人的意料。
day_trade 发表于 2011-10-31 23:32

偶觉得hedge就是自欺欺人的东东，极易造成心理变态，一段时间内，一定要有个立场，只做一个方向。。。

作者: day_trade 时间: 2011-11-1 00:21

我给你举个简单的例子：你买不买医疗保险？只要你一直买，某种意义上就是对冲，用少量的钱，来消除潜在的risk，让你活得更长一些。你现在也可以把保险停了，等你预测一个月后要生病的时候再买。如果你有这个本事，一辈子不知道咬剩多少钱。

作者: day_trade 时间: 2011-11-1 00:28

对冲做得不够，就想你买得plan，没有max out of your pocket一样，多少你都付20%，基本上一个大病，就破产了。

作者: 西门吹雪 时间: 2011-11-1 01:09