本报记者汪恭彬 见习记者徐千翔 进入2007年的中国概念仍然升势不减。 虽然国内股市因假期休市,但香港市场已牛气冲天。1月3日,恒指再创新高并一举跃过20400大关,收于20413点,涨103点。金融再次成为领头羊,其中中国人寿、平安、人保等均大幅上扬。 A股是否已偏离正常轨道,何时面临回调风险,近段时间来,境内外各大投行将其放在阳光下来争议。 对[
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![](http://i13.tinypic.com/34grhfp.jpg)
目前,TSX运行在通道中线上.
突破中线上行的上沿是13600附近,
若出线回调,按照去年6月的回调尺度,假定上升通道是线性,则回调到上升通道的下沿,大概是12000附近.若1500左右的回调,约-11.7%.
[
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![](http://seekingalpha.com/wp-content/seekingalpha/images/thumb-GDPWorld_01.jpg)
ThursdayNovember30,9:21amETLloydSakazakisubmits:Foraday-trader,afewweekscanseemlikeaneternity.Foraspeculator,afewmonthsisanextendedholdingperiod.Foraninvestor,afewyearsisconsideredlong-term.Formakingafortune,afewdecades[plusperseverance,timelydecision-makingandgoodluck]aretypicallyrequired.ForusAmericans,afewcenturiesiswhatwemeanby"history."However,ifwewanttounderstandourowneconomicfuture,wereally...[
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文章有点老(05年四月),但对今天仍有一定的参考作用)
TheBestChinaInvestmentStrategyForgetaboutit.ByHenryBlodget
PostedFriday,April15,2005,at6:15AMETYoucan'ttakeitanymore.AllthisyammeringabouthowmuchmoneyeveryoneismakinginChina.(Youdon'tknowanyoneactuallymakingmoneyinChina,butfromwhatyouread,hear,andsee,yougathereveryoneis.)Realestate,cellphones,videogames,chewinggum,cement—1.3billionpeople,it...[
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1.Goldisstillbyfartheoptimalchoiceformostinvestors
2.Likelyrupturesinthestabilityoftheglobal-moneysystem
3.$625+goldpriceswilleventuallypeakwellabove$1,000
4.Themostpowerfulfactoraffectinggoldismonetaryinflation
5.2007goldsupply/demanddynamics:irreversiblechanges
6.Gold'sdownsideriskispaltrycomparedtotheupsidepotential
7.SomeinsidersseegoldsavingtheUSdollarasreservecurrency...[
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![](http://www.swissamerica.com/news/articles/04-2006/a200611201008.jpg)
Thirty-threeeconomistsfinallyagreeonsomething
ByDavidBradshaw,IdeaFactoryPress
Dec28,2006Thecommoditysupercyclehassweptgoldpricestodoublesince2001--butthisisjustthekickoffsaytheexperts.Goldhit$725/oz.in2006,thencorrectedunder$600/oz.beforebeginningtoriseagain!Howhighwillthisbullmarketin"realmoney"andcommoditiesdrivegoldpricesoverthenext5to15years?Getreadytobeshocked.Between2001-2...[
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TIMCESTNICKSaturday,December30,2006Iwastalkingtooneofmyneighboursthisweek,andhe'sprettyfedupwithfailingtokeephisNewYear'sresolutionsyearafteryear.So,thisyear,he'sstackingtheoddsinhisfavour."Tim,in2007,Iplantogainweight,readless,spendmoretimeattheoffice,stayuplateeverynight,andtakeupsmoking."Itoldhimthatheshouldaddonemoretothelist:Savetaxdollars.Itwillprovidealittlemorecashtobuythosecigarettes.Ifyo...[
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![](http://api.cnbc.com/api/chart/chart.asp?YYY330_X3qgjKystz/40AuQQ+bZ2QORRDO0lHjjEcZe08qqD2AvvtCdKzZIomMJeF2RRI5/iY7wgwWQnphWewax3ayCA+pdgf5EOc9JDdyPVXBtHPQKFl8EVIVh2Q==&type=thumbnail&timeframe=1month&realtime=0&symbol=US%40GC.1)
"2007maywellbetheyearwhenmainstreaminvestorsrediscoverhardassets,"saidJonNadler,aninvestmentanalystatbulliondealersKitco.com."Preciousmetals,especiallygold,willmakeheadlinesthatwehavenotseenforageneration,"reportsFin24.**"Inthenewyear,oilandgoldwillstillrule,accordingtoOutstandingInvestments,atop-performingnewsletterEditorJustinLitlesays,"Alotofchickenswillbecominghom...[
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21stcenturygoldrushtoreachU.S.mainstreamin2007AMAJORbuyingopportunityinthebiggestgoldbullmarketinhistorydoesNOTcomealongeveryday...butitHAScomealongtoday!
THEFIRSTGREATGOLDRUSHbeganin1971...goldpricesranfrom$35toover$700–atwentyfoldrise!Adecadelater,pricessettlednear$300–nearlyatenfoldincrease!THESECONDGREATGOLDRUSH,PhaseOnebeganin2001...goldpriceshaverunfrom$275to$625(that's28%growth/y...[
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-黄金;
-资源(含石油);
-中国概念;
-新兴市场(含欧洲);
-科技及医疗
注释:我的投资策略采用"核心-卫星"组合结构.核心部分投资VLAUE基金,采取BUY/HOLD的方法,长线投资;而"卫星部分"07年将考虑ROTATE上述板块.[
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