中午拨冗研究了一下权重股,发现很多股可能要有调整。
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作者:花豹 (等级:6 - 驾轻就熟,发帖:2163) 发表:2010-07-17 11:18:33  17楼 
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.

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