仙子JJ,你太可爱了。

感谢TXK分享。
微软收回了对YAHOO的收购,可能是今天看到的一个市场上最大的消息。周五雅虎包括盘后上涨了大约10%,可是如果观察期权的交易行为,庄家当天一直在卖看多期权。以此判断,周五对雅虎是不能追涨的。
对于市场,多空两方阵营都有自己令人信服的论据。从市场反应来看,牛确实获得了不小的上升力量。虽然几大指数在目前的位置看,我个人认为多头的阻力比空头大,但顶部和底部都不是一天就会形成的,势头总会依照惯性有所持续。市场很多时候是会给两次机会的,就看是不是可以把握和利用。
对于经济的基本面来说,前两天写的一个东西贴过来,可能完全是错误的,仅供参考而已。
Crisis is still far from finished:
1. Persistent financial dislocations have now caused the real economy to become, in itself, a source of potential disruption.
2. Economic data in the US has taken a notable turn for the worse. Most importantly, the already weakening employment outlook is being further undermined by a widely diffused build-up in inventory and falling profitability. History suggests that the latter two factors lead to significant employment losses.
3. Consumers! The ability to sustain spending is challenged by the declining availability of credit, negative wealth effect (declining house value), lower standard of living (higher energy and food price, depreciating dollar) plus job losses-- Loss of confidence.
So the nasty turn in the real economy may fuel another wave of disruption that, this time around, would also have an impact on mid-size and smaller banks.
FED dual objectives will become increasingly inconsistent and difficult to reconcile.(Inflationary pressure, slowdown in economy)
现在的操作方式还是LONG/SHORT。LONG了强势板块的强势股,PUT了大盘作为HEDGE。不管怎么说,MONEY MANAGEMENT总是第一位的。