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周末经过对各大媒体报道和个人的观察考虑,觉得下周是一个非常VOLATILE的WEEK. 我来援引CNBC的报道:
Even in these volatile times, most analysts remain optimistic about the longer-term prospects for stocks. The latest CNBC Trillion Dollar Survey of analysts showed that none of them believe this is the beginning of a bear market and 46% of those surveyed view the selloff as a buying opportunity.
"This is very similar to me to what happened in February," said Michael Cuggino, portfolio manager at Permanent Portfolio Funds. "We still think the economy is going to continue to grow and stocks will continue to move higher."
这样的SURVEY表明空头的力量是很强的,这585点又给注入了很大的力量. 这点从VIX的指数也可看出. 周四五的大抛一定有大FUNDS的介入,GS,MER,BSC等几个FUNDS大概想捞回损失.现在一个不确定的因素是PAULSON和BERNANKE下一步会如何做. 他们会象三月份那样在来救市吗?
对于股票市场, 有小的迹象表明前会流向TECH (如AAPL,GOOG,RIMM,AMZN等的坚挺),可是DOW和NAZ的不离不分(不象1999,DOW跌NAZ涨)又令人怀疑这个假设. 这个是经济全球化的结果.
任何赌单方向的人都要小心. MARKET 现在会瞬间变高兴或悲哀.
Even in these volatile times, most analysts remain optimistic about the longer-term prospects for stocks. The latest CNBC Trillion Dollar Survey of analysts showed that none of them believe this is the beginning of a bear market and 46% of those surveyed view the selloff as a buying opportunity.
"This is very similar to me to what happened in February," said Michael Cuggino, portfolio manager at Permanent Portfolio Funds. "We still think the economy is going to continue to grow and stocks will continue to move higher."
这样的SURVEY表明空头的力量是很强的,这585点又给注入了很大的力量. 这点从VIX的指数也可看出. 周四五的大抛一定有大FUNDS的介入,GS,MER,BSC等几个FUNDS大概想捞回损失.现在一个不确定的因素是PAULSON和BERNANKE下一步会如何做. 他们会象三月份那样在来救市吗?
对于股票市场, 有小的迹象表明前会流向TECH (如AAPL,GOOG,RIMM,AMZN等的坚挺),可是DOW和NAZ的不离不分(不象1999,DOW跌NAZ涨)又令人怀疑这个假设. 这个是经济全球化的结果.
任何赌单方向的人都要小心. MARKET 现在会瞬间变高兴或悲哀.
评论
华尔神偷
2007-08-30 15:01:58
回复
悄悄话
果然不出所料! AUG 16 暴跌.
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