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[原创] 2010.10.17 weekend

本帖最后由 Brainteaser 于 2010-10-17 18:52 编辑

Too early to call the top, meanwhile a correction may be right at the corner.
Keep the winning position, maybe be a good choice in the next week.

On the FED news side, it may already be priced in, however, a sell off hasn't be triggered yet.

Top industries and sectors are as same as last week.

9 trading days after the nearest correction day, on average, next week is not
a good week to open new positions. Keep the winning position will be a good
strategy.
本帖最后由 何鸿燊 于 2010-10-17 19:34 编辑

大盘指数和汇市处于关键阻力或支撑位, 继续单向发展需要更大的利好, 但现在没有。

企业盈利报告好坏参半,被解释为利空的居多(INTC, GE, JPM)。但美国经济似乎没有快速恶化, 反而稳步复苏(CSX,GOOG, AA)。

目前两大不确定因素为QEII的规模和效应, 还有最近发展出的Foreclosure-mess。

但对QEii的预期使得热钱继续追逐新兴市场(中国股市突破), 还有原材料, 能源,农业相关资产。

所以目前还不能对市场看的太淡, 还有做牛的空间。机会在个股那边较多。但要严防领头股趁ER冲高回落(AAPL,AMZN等)/
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