週四盤後分析
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週四股市收盤漲跌互現。受摩根大通盈利下滑影響金融板塊走低。斯洛伐克議會通過擴大EFSF規模后股市震盪上行,跌幅收窄。穀歌盤後公佈業績支撐科技板塊強勢。截至收盤,道瓊斯指數下跌41點(-0.35%),收於11478點,標準普爾500指下跌4點(-0.30%),收於1204點,納斯達克綜合指上漲16點(+0.60%),收於2620點。美元指數上漲0.07點(+0.09%)報77.34,原油期貨下跌1.34美元(-1.6%)報收于84.23美元,黃金期貨下跌14.10美元(-0.80%)報收于1668.50美元。
經濟數據方面: 上周首次申領失業金人數404K,預期為405K,前值從401K修正至405K。 8月貿易余額-456億美元,預期為-460億美元。 持續申領失業金人數3670K,前值3725K。 EIA發布上周天然氣庫存+112BCF,預期為+100BCF。 EIA發布上周原油庫存+1.3M,預期為+0.8M,汽油庫存-4.1M,預期為+0M,餾分油庫存-2.9M,預期為-0.5M,精煉利用率周比-3.5%,預期為-0.5%。
公司新聞:
Automotive News報道稱,包括福特(F),通用(GM)和戴姆勒(DDAIF)在內的七家汽車制造商一致同意支持電動車充電站國際標準。該報道解釋道,這一協議將使這七家電動車制造企業可以使用同一型號的充電系統。
路透社報道稱,根據最終的報價來看,花旗集團(C)所控制的英國音樂公司EMI百代集團,目前來看很可能被拆分成錄音和唱片出版兩個獨立業務進行出售。
彭博援引相關人士可靠消息報道,谷歌(GOOG)無意收購Akamai Technologies(AKAM);一篇來自Business Insider報道稱該項收購交易即將到來,但該人士稱這個說法是毫無根據的。
彭博報道,美國聖地亞哥地區法官Marilyn Huff稱,該庭陪審團判處微軟(MSFT)付給阿爾卡特-朗訊(ALU)價值7000萬美元的專利賠償將下降為2630億美元,該法官認為該庭陪審團7月29日作出的該項賠償決定沒有足夠的證據支撐,因為在長達10日的審訊並沒有更有力的證據。
華爾街日報消息稱,內政部已經向英國石油(BP),Transocean(RIG)和哈裏伯頓(HAL)發出文件,指控這幾家公司在墨西哥灣漏油事件中違反幾條相關規章。
All Things Digital報道,谷歌(GOOG) 社交服務產品Google+副總裁在接受采訪時被問及該公司相關服務如何與Facebook和Twitter相競爭,該高層稱“我們產品將在性能上跟他們 進行競爭,並且我們提供的東西更勝一籌”,這位高層還補充到,目前市場對Google+的是否受歡迎的推測是被誤導的,至今為止還沒有看到真實的統計數據。
一专业人士意见:
----------------------------------------------------
US Stocks were mixed Thursday as the indexes started
reacting to negative news coming out of Europe today.
After the regular market closed today, Standard & Poors
(S&P) downgraded Spain's credit rating one notch to AAand assigned a negative outlook. Also after the market,
another rating organization Fitch, downgraded over a
dozen banks, mostly European, with a negative watch
but also included Goldman Sachs (GS), Morgan Stanley
(MS) and Bank of America (BAC).
An interesting article was posted on CNBC.com where
an economic strategist theorized that Finland is
considering leaving the Euro zone to return to their own
currency and preserve their own financial health.
It looks like the indexes are starting to turn over now and
my best guess is that we'll start see some selling next
week or as early as Friday. GOOG, Google announced
stronger than expected earnings during after market
hours on Thursday and shares rose over 7%. This could
likely give a boost to the tech sector on Friday.
The Dow30 was down 0.35%, Nasdaq Composite was up
0.60%, S&P 500 was down 0.30%, and the Russell 2000 had
virtually no change. The CBOE Volatility Index which is a gauge used to measure fear in the market place was down 1.7%
Thursday.
In economic news, Jobless Claims dropped to 404K which was slightly better than the 406K that was expected. The Trade
Balance came in at -$45.61B, just under the $46.1B expected.
In earnings news, JPM, JPMorgan was down 4.8% after reporting weaker than expected earnings. Other banks were down
as well on Thursday. MS, Morgan Stanley was down 4.4%, C, Citigroup was down 5.3%, and WFC, Wells Fargo was down
3%.
In merger and acquisition news (M&A's), AKAM, Akamai was up 4.7% Thursday after rumors that GOOG, Google may be
interested in buying the Internet content delivery network.
我的看盘感受:
----------------------------------------------------
从盘面看,大盘太强,做空很不容易赚钱,除了空银行股!!!!!!!!!
因为GOOG在疯,明天NASDAQ会高开很多! 也许明天下午会开始有卖压,但我们不用猜顶,认真看盘就可判断。但单从技术面上看,大盘太强,忽略所有利空,顽强在高位盘住。
我的策略还是: 关盘前轻仓,开盘后看好了狠狠做几单。
我买入了NFLX,收盘前空了SINA(可能还是空得急了),当天买入并卖出了FAS。
大盤近期走勢分析:
標普指數階梯式反彈走勢但在前高遇阻。支撐1190,阻力在1208。
標普日綫圖:
----------------------------------------------------
週四股市收盤漲跌互現。受摩根大通盈利下滑影響金融板塊走低。斯洛伐克議會通過擴大EFSF規模后股市震盪上行,跌幅收窄。穀歌盤後公佈業績支撐科技板塊強勢。截至收盤,道瓊斯指數下跌41點(-0.35%),收於11478點,標準普爾500指下跌4點(-0.30%),收於1204點,納斯達克綜合指上漲16點(+0.60%),收於2620點。美元指數上漲0.07點(+0.09%)報77.34,原油期貨下跌1.34美元(-1.6%)報收于84.23美元,黃金期貨下跌14.10美元(-0.80%)報收于1668.50美元。
經濟數據方面: 上周首次申領失業金人數404K,預期為405K,前值從401K修正至405K。 8月貿易余額-456億美元,預期為-460億美元。 持續申領失業金人數3670K,前值3725K。 EIA發布上周天然氣庫存+112BCF,預期為+100BCF。 EIA發布上周原油庫存+1.3M,預期為+0.8M,汽油庫存-4.1M,預期為+0M,餾分油庫存-2.9M,預期為-0.5M,精煉利用率周比-3.5%,預期為-0.5%。
公司新聞:
Automotive News報道稱,包括福特(F),通用(GM)和戴姆勒(DDAIF)在內的七家汽車制造商一致同意支持電動車充電站國際標準。該報道解釋道,這一協議將使這七家電動車制造企業可以使用同一型號的充電系統。
路透社報道稱,根據最終的報價來看,花旗集團(C)所控制的英國音樂公司EMI百代集團,目前來看很可能被拆分成錄音和唱片出版兩個獨立業務進行出售。
彭博援引相關人士可靠消息報道,谷歌(GOOG)無意收購Akamai Technologies(AKAM);一篇來自Business Insider報道稱該項收購交易即將到來,但該人士稱這個說法是毫無根據的。
彭博報道,美國聖地亞哥地區法官Marilyn Huff稱,該庭陪審團判處微軟(MSFT)付給阿爾卡特-朗訊(ALU)價值7000萬美元的專利賠償將下降為2630億美元,該法官認為該庭陪審團7月29日作出的該項賠償決定沒有足夠的證據支撐,因為在長達10日的審訊並沒有更有力的證據。
華爾街日報消息稱,內政部已經向英國石油(BP),Transocean(RIG)和哈裏伯頓(HAL)發出文件,指控這幾家公司在墨西哥灣漏油事件中違反幾條相關規章。
All Things Digital報道,谷歌(GOOG) 社交服務產品Google+副總裁在接受采訪時被問及該公司相關服務如何與Facebook和Twitter相競爭,該高層稱“我們產品將在性能上跟他們 進行競爭,並且我們提供的東西更勝一籌”,這位高層還補充到,目前市場對Google+的是否受歡迎的推測是被誤導的,至今為止還沒有看到真實的統計數據。
一专业人士意见:
----------------------------------------------------
US Stocks were mixed Thursday as the indexes started
reacting to negative news coming out of Europe today.
After the regular market closed today, Standard & Poors
(S&P) downgraded Spain's credit rating one notch to AAand assigned a negative outlook. Also after the market,
another rating organization Fitch, downgraded over a
dozen banks, mostly European, with a negative watch
but also included Goldman Sachs (GS), Morgan Stanley
(MS) and Bank of America (BAC).
An interesting article was posted on CNBC.com where
an economic strategist theorized that Finland is
considering leaving the Euro zone to return to their own
currency and preserve their own financial health.
It looks like the indexes are starting to turn over now and
my best guess is that we'll start see some selling next
week or as early as Friday. GOOG, Google announced
stronger than expected earnings during after market
hours on Thursday and shares rose over 7%. This could
likely give a boost to the tech sector on Friday.
The Dow30 was down 0.35%, Nasdaq Composite was up
0.60%, S&P 500 was down 0.30%, and the Russell 2000 had
virtually no change. The CBOE Volatility Index which is a gauge used to measure fear in the market place was down 1.7%
Thursday.
In economic news, Jobless Claims dropped to 404K which was slightly better than the 406K that was expected. The Trade
Balance came in at -$45.61B, just under the $46.1B expected.
In earnings news, JPM, JPMorgan was down 4.8% after reporting weaker than expected earnings. Other banks were down
as well on Thursday. MS, Morgan Stanley was down 4.4%, C, Citigroup was down 5.3%, and WFC, Wells Fargo was down
3%.
In merger and acquisition news (M&A's), AKAM, Akamai was up 4.7% Thursday after rumors that GOOG, Google may be
interested in buying the Internet content delivery network.
我的看盘感受:
----------------------------------------------------
从盘面看,大盘太强,做空很不容易赚钱,除了空银行股!!!!!!!!!
因为GOOG在疯,明天NASDAQ会高开很多! 也许明天下午会开始有卖压,但我们不用猜顶,认真看盘就可判断。但单从技术面上看,大盘太强,忽略所有利空,顽强在高位盘住。
我的策略还是: 关盘前轻仓,开盘后看好了狠狠做几单。
我买入了NFLX,收盘前空了SINA(可能还是空得急了),当天买入并卖出了FAS。
大盤近期走勢分析:
標普指數階梯式反彈走勢但在前高遇阻。支撐1190,阻力在1208。
標普日綫圖: