中午拨冗研究了一下权重股，发现很多股可能要有调整。
也可见指数要面临调整了。
请同学们发表高见。
中午拨冗研究了一下权重股，发现很多股可能要有调整。
也可见指数要面临调整了。
请同学们发表高见。
可是查了一下dow future，还绿得很哪。
2950阻力这么大吗？
有点犹豫啊... 新加坡第二季这么变态的增长率，业绩期会下跌么？
顺便问问上市的本地药剂公司有哪些？
顺便问问上市的本地药剂公司有哪些？
2950阻力这么大吗？有点犹豫啊... 新加坡第二季这么变态的增长率，业绩期会下跌么？
顺便问问上市的本地药剂公司有哪些？
小白。
唉，同学们都不发表高见。牛某这几天虽然发贴数量较多，但其实
炒股的水平却是不高，也不过就是人品较好而已。咳咳。
现在连著名经纪人五哥和著名大炒家芳老也好久没发技术贴了。
小白被归制造业...
它是做心血管支架涂层，应该是不被计入药剂业....
另外神马在4块的阻力貌似很大... 公布A来5亿，股价也破不了4块....
用净利率来算，这5亿cash可以抵50亿合同了，还是净现值....
另外神马在4块的阻力貌似很大... 公布A来5亿，股价也破不了4块....
用净利率来算，这5亿cash可以抵50亿合同了，还是净现值....
小白被归制造业...它是做心血管支架涂层，应该是不被计入药剂业....
另外神马在4块的阻力貌似很大... 公布A来5亿，股价也破不了4块....
用净利率来算，这5亿cash可以抵50亿合同了，还是净现值....
那就只有中国来的那几家了。
唉，同学们都不发表高见。牛某这几天虽然发贴数量较多，但其实
炒股的水平却是不高，也不过就是人品较好而已。咳咳。
现在连著名经纪人五哥和著名大炒家芳老也好久没发技术贴了。
顶牛王的人品和炒股水平, 我毛毛鼓了一下,
ECS 似乎算探底成功了( 还需要接下来几天确认), 所以已经在 525 入货了.
这 BDI 跌跌不休到底是怎么回事, 已经到 1790了, 货物进出口下跌有这么严重么? 与此相对应的航空, 铁路, 港口,高速公路会如何呢? 请发表高见.
顶牛王的人品和炒股水平, 我毛毛鼓了一下,
ECS 似乎算探底成功了( 还需要接下来几天确认), 所以已经在 525 入货了.
这 BDI 跌跌不休到底是怎么回事, 已经到 1790了, 货物进出口下跌有这么严重么? 与此相对应的航空, 铁路, 港口,高速公路会如何呢? 请发表高见.
BDI应该是原材料消耗的问题...
中国的铜铝进口量都超出预期大幅下跌，今天力拓的新数据也指明中国对铁矿石需求放缓....
下半年不容乐观了....
下半年不容乐观了....
顶牛王的人品和炒股水平, 我毛毛鼓了一下,
ECS 似乎算探底成功了( 还需要接下来几天确认), 所以已经在 525 入货了.
这 BDI 跌跌不休到底是怎么回事, 已经到 1790了, 货物进出口下跌有这么严重么? 与此相对应的航空, 铁路, 港口,高速公路会如何呢? 请发表高见.
我早几天就入货了 多谢豹哥分享
BDI指数跌的太过了一点，不过对应的船运股却很坚挺，没怎么跌，但中期来看也不可能涨多少，反倒是再融资的风险会一直伴随，风险回报率不好。航空相关的应该是不错。
唉，同学们都不发表高见。牛某这几天虽然发贴数量较多，但其实
炒股的水平却是不高，也不过就是人品较好而已。咳咳。
现在连著名经纪人五哥和著名大炒家芳老也好久没发技术贴了。
也来胡说八道。
我也瞎讲几句，这次调整从5月至今除STI和恒生外几乎全部出现了2次探底并且一次比一次低。如是说5，6月的跌那是正常的调整那么这些市场在超卖后出现的强力反弹动能是不作为奇的。反观STI 5月深跌后一路是量小，指数升至今，目前指数已升至2950以上。但我查了一下本人所热忠的一些个股发现它们的价位貌似仍是停留在本人前期踩刹车时期的价位.
今天本想以0940的价位进一些MIDAS, 后来想想或许主力目前本就是在玩猫抓老鼠的游戏，或许根本就不想让前期高位入场的解套，玩家们只是在玩几只占指数成份很大比例的成份股（DBS，SINGTEL，GENTING 等），如果是这样的话那我是宁可失去一次入场的机会。
今天本想以0940的价位进一些MIDAS, 后来想想或许主力目前本就是在玩猫抓老鼠的游戏，或许根本就不想让前期高位入场的解套，玩家们只是在玩几只占指数成份很大比例的成份股（DBS，SINGTEL，GENTING 等），如果是这样的话那我是宁可失去一次入场的机会。
现在9：30pm，future已经微红廖。
浪子呓语
本轮行情基本上是轧空行情 （前期主力做空后期下方无力承接，散户空头趁火打劫），主力无奈只得勉强上推，可惜散户大多应该深度被套于二三线股，无力无兴趣凑热闹，故此赌场稀稀落落，门可罗雀。这样的局面主力是没法维持下去的，也不符合他们的利益 （无法兑现的纸上富贵又有何用）。
羊不能一次净屠，否折股市不就死啦？因此浪某认为，主力必须在蓝筹指数领头羊股上让利（其实只是少赚但兑现并腾出资金），在二三线股上让散户不同程度的割肉逃生，只有普涨才能让股市会归健康。
因此指数回头只是时间问题（可能会很恐怖），而下一轮将是小姑们风骚大娘们洛寞的局面。
赫赫，浪某自己都不把自己的预测当回事！浪某的操作是简单的，系统的，机械化的，不预测的：有槽就跳，有利就套，通过跳槽不断提高空头价位降低多头成本，涨跌横摆都无所谓（只怕同幅齐涨齐跌，但很少见不是！）。
羊不能一次净屠，否折股市不就死啦？因此浪某认为，主力必须在蓝筹指数领头羊股上让利（其实只是少赚但兑现并腾出资金），在二三线股上让散户不同程度的割肉逃生，只有普涨才能让股市会归健康。
因此指数回头只是时间问题（可能会很恐怖），而下一轮将是小姑们风骚大娘们洛寞的局面。
赫赫，浪某自己都不把自己的预测当回事！浪某的操作是简单的，系统的，机械化的，不预测的：有槽就跳，有利就套，通过跳槽不断提高空头价位降低多头成本，涨跌横摆都无所谓（只怕同幅齐涨齐跌，但很少见不是！）。
现在9：30pm，future已经微红廖。
貌似不可看空道琼期指，看周线图还会沿上升轨道震荡攀升，标普500也一样。轨道线画法
找出道琼期指（或标普500）周线图中，2009年3月的低点，与2010年6月的低点，连线作下轨；然后平移上去找200911月的高点为其上轨。
个人看法，抛砖引玉。。。。
：）
：）
个人看法，抛砖引玉。。。。
：）
：）
不预测，唯有操作派认为
13日均线可开始建仓，标普500的50MA1096就在眼前，怎么也要加码一把吧。
顶牛王的人品和炒股水平, 我毛毛鼓了一下,
ECS 似乎算探底成功了( 还需要接下来几天确认), 所以已经在 525 入货了.
这 BDI 跌跌不休到底是怎么回事, 已经到 1790了, 货物进出口下跌有这么严重么? 与此相对应的航空, 铁路, 港口,高速公路会如何呢? 请发表高见.
昨天BT的文章：Baltic index hits lowest level in 14 months
Published July 15, 2010
Baltic index hits lowest level in 14 months
(LONDON) The Baltic Exchange's main sea freight index, which tracks rates to ship dry commodities, fell to its lowest level in over 14 months again on Tuesday with slow activity set to continue in the coming weeks.
The index, which gauges the cost of shipping commodities including iron ore, cement, grain, coal and fertiliser, fell 2.72 per cent, or 50 points, to 1,790 points and was at its lowest since April 30 last year.
'The market has continued to slide,' said Peter Norfolk, research director at broker FIS. 'Generally the tone is still very weak.'
A combination of slower iron ore activity, weaker coal imports into China, easing port congestion and the end of South America's grains export season have weighed on freight rates in recent weeks.
The Baltic index has had its worst run since 2008 and is over 55 per cent down since it first started dropping on May 27.
'Ongoing falls in the Baltic dry index into July suggest Chinese hard commodity demand - for iron ore and coal in particular - should continue to weaken this month,' said Lombard Street Research economist Melissa Kidd.
'Global chartering volumes suggest at least part of the fall in freight prices is due to weakening demand, not simply an oversupply of shipping.'
The Baltic's main index has been erratic this year, similar to 2009, because of swings in Chinese demand for iron ore, the primary ingredient of steel.
There has been growing uncertainty over China's ability to keep consuming commodities at the levels seen since the start of 2009, when a massive stockpiling and stimulus programme boosted imports.
The Baltic's capesize index fell 5.64 per cent on Tuesday with average capesize earnings falling to US$14,722 a day and at its lowest since January 2009.
'(Capesize) fixture volumes are light and we expect rates to remain weak through July/August,' Dahlman Rose & Co said.
The Baltic's panamax index, meanwhile, rose 0.26 per cent with panamax average daily earnings rising to US$15,680 in the first gain since June 24. The supramax index fell 1.62 per cent.
'The panamax market seems to have stabilised over the last couple of days and there have been a few coal fixtures which has helped the market,' FIS's Mr Norfolk said.
More broadly, industry concerns over the pace of the global economic recovery could hit shipping, given that about 90 per cent of the world's traded goods by volume are transported by sea. US small businesses grew more pessimistic about their economic outlook in June in the face of weak sales and political uncertainty.
Analysts said freight rates also were expected to be dampened this year due to the pace of new ships set to enter the market in 2010 and 2011. -- Reuters
Baltic index hits lowest level in 14 months
(LONDON) The Baltic Exchange's main sea freight index, which tracks rates to ship dry commodities, fell to its lowest level in over 14 months again on Tuesday with slow activity set to continue in the coming weeks.
The index, which gauges the cost of shipping commodities including iron ore, cement, grain, coal and fertiliser, fell 2.72 per cent, or 50 points, to 1,790 points and was at its lowest since April 30 last year.
'The market has continued to slide,' said Peter Norfolk, research director at broker FIS. 'Generally the tone is still very weak.'
A combination of slower iron ore activity, weaker coal imports into China, easing port congestion and the end of South America's grains export season have weighed on freight rates in recent weeks.
The Baltic index has had its worst run since 2008 and is over 55 per cent down since it first started dropping on May 27.
'Ongoing falls in the Baltic dry index into July suggest Chinese hard commodity demand - for iron ore and coal in particular - should continue to weaken this month,' said Lombard Street Research economist Melissa Kidd.
'Global chartering volumes suggest at least part of the fall in freight prices is due to weakening demand, not simply an oversupply of shipping.'
The Baltic's main index has been erratic this year, similar to 2009, because of swings in Chinese demand for iron ore, the primary ingredient of steel.
There has been growing uncertainty over China's ability to keep consuming commodities at the levels seen since the start of 2009, when a massive stockpiling and stimulus programme boosted imports.
The Baltic's capesize index fell 5.64 per cent on Tuesday with average capesize earnings falling to US$14,722 a day and at its lowest since January 2009.
'(Capesize) fixture volumes are light and we expect rates to remain weak through July/August,' Dahlman Rose & Co said.
The Baltic's panamax index, meanwhile, rose 0.26 per cent with panamax average daily earnings rising to US$15,680 in the first gain since June 24. The supramax index fell 1.62 per cent.
'The panamax market seems to have stabilised over the last couple of days and there have been a few coal fixtures which has helped the market,' FIS's Mr Norfolk said.
More broadly, industry concerns over the pace of the global economic recovery could hit shipping, given that about 90 per cent of the world's traded goods by volume are transported by sea. US small businesses grew more pessimistic about their economic outlook in June in the face of weak sales and political uncertainty.
Analysts said freight rates also were expected to be dampened this year due to the pace of new ships set to enter the market in 2010 and 2011. -- Reuters
昨天BT的文章：Baltic index hits lowest level in 14 monthsPublished July 15, 2010
Baltic index hits lowest level in 14 months
(LONDON) The Baltic Exchange's main sea freight index, which tracks rates to ship dry commodities, fell to its lowest level in over 14 months again on Tuesday with slow activity set to continue in the coming weeks.
The index, which gauges the cost of shipping commodities including iron ore, cement, grain, coal and fertiliser, fell 2.72 per cent, or 50 points, to 1,790 points and was at its lowest since April 30 last year.
'The market has continued to slide,' said Peter Norfolk, research director at broker FIS. 'Generally the tone is still very weak.'
A combination of slower iron ore activity, weaker coal imports into China, easing port congestion and the end of South America's grains export season have weighed on freight rates in recent weeks.
The Baltic index has had its worst run since 2008 and is over 55 per cent down since it first started dropping on May 27.
'Ongoing falls i (more...)
due to weakening demand, not simply an oversupply of shipping
刚明白为什么叫"干运指数", 因为石油运输的船是不一样的, 无法随便转换. 所以单列出来.
似乎矿石和煤在全部干运中占的比例是相当大的.
而矿石和煤最终指向还是钢铁类的重工业.
而钢铁的指向就是铁路港口之类基础设施和房屋. 最终还是和城市化的步调有关.
现在港口建设似乎已经告一段落, 铁路也很难再见高峰, 房屋建设步调也在调整.
due to weakening demand, not simply an oversupply of shipping
刚明白为什么叫"干运指数", 因为石油运输的船是不一样的, 无法随便转换. 所以单列出来.
似乎矿石和煤在全部干运中占的比例是相当大的.
而矿石和煤最终指向还是钢铁类的重工业.
而钢铁的指向就是铁路港口之类基础设施和房屋. 最终还是和城市化的步调有关.
现在港口建设似乎已经告一段落, 铁路也很难再见高峰, 房屋建设步调也在调整.
石油用oil tanker, 矿砂用dry bulk, 成品用container
不预测，唯有操作派认为13日均线可开始建仓，标普500的50MA1096就在眼前，怎么也要加码一把吧。
(more...)
唐兄你买的是ETF还是Citi?
唐兄你买的是ETF还是Citi?
3.9 & 4 for C
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