Stock版 - 下周大盘及看好个股(10/13/14 - 10/17/14) |
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d******5 发帖数: 4273 | 1 下周大盘及看好个股(10/13/14 - 10/17/14)(老鹿博客文章)
http://www.mitbbs.com/pc/pccon_14439_339835.html
大盘
本周大盘遭遇蹂躏,大幅振荡,SPX大跌收1906.13;而市场恐慌指数VIX重返20以
上。
板块表现:1、除防御板块,包括必需消费品、公用事业和医疗保健板块,表现尚好
外,其他板块均大跌;2、新近IPO股,BABA继续下滑至85.88, CYBR表现还不错,
HUBS回落中;3、美元指数继续牛势,债市TLT新高,金银反弹。
下周关注:1、QE即将终结,股市大幅振荡下行;2、联储是否救市?3、Ebola疫情对
股市的影响。
股市高位振荡,风险在增加。不管朝什么方向发展,都需注意锁利和止损。股市
反弹,是做多者离场的好机会。
个股
7大牛股(FB, TSLA, GILD, CELG, CRM, SPLK, MSFT)中:gild, celg, MSFT
可能比较抗跌。
其他看好个股:BAC, JPM, WFC(相对强势); STZ(酒业巨头, 还有上行潜力);
WAG(药房巨头,抗跌)。
另外,Ebola相关股票可能还有上行空间,但风险太大;旅游、航空、餐饮等行业股
票会受Ebola疫情扩散的影响而下行。
YMYD!!
后续讨论,可参见老鹿博客:
http://www.mitbbs.com/pc/index/deer2005 | B******y 发帖数: 2255 | 2 赞,直接买埃博拉相关股风险是很大,烧旅游餐饮航空是个好办法,如果有相关指数更
好。 | f*****s 发帖数: 1589 | | f*******t 发帖数: 7549 | | d******5 发帖数: 4273 | 5 很抗跌。
【在 f*******t 的大作中提到】 : 楼主怎么看aapl?
| d******5 发帖数: 4273 | | d******5 发帖数: 4273 | | d******5 发帖数: 4273 | 8 在目前的大背景下,美股北上阻力太大,必将朝阻力小的方向去。美股南
下趋势已形成,将剧烈振荡下行,不知道何处见尽头,何处是底! | d******5 发帖数: 4273 | | d******5 发帖数: 4273 | | d******5 发帖数: 4273 | 11 股市反弹中,还是联储官员威力大。
只要联储继续托市,股市还会上行。QE不能停! | g******7 发帖数: 1433 | 12 青蛙问下啥时候联储停托?
【在 d******5 的大作中提到】 : 股市反弹中,还是联储官员威力大。 : 只要联储继续托市,股市还会上行。QE不能停!
| d******5 发帖数: 4273 | 13 好消息不断的时候。
【在 g******7 的大作中提到】 : 青蛙问下啥时候联储停托?
| d******5 发帖数: 4273 | 14 Fed official wants to keep up QE as inflation
expectations slip
http://finance.yahoo.com/news/fed-official-wants-
keep-qe-170830150.html
(Reuters) - The Federal Reserve should keep buying
bonds for longer than planned in the face of
volatile markets and falling inflation
expectations, a top U.S. central banker said on
Thursday, even as another Fed policymaker warned
against an over-reaction.
James Bullard, president of the St. Louis Fed, is
the only official at the central bank to publicly
suggest putting on hold the Fed's widely
telegraphed plan to halt its asset-purchase program
later this month. Yields on U.S. bonds, which have
plunged the last few days, rebounded after his
comments.
"We can go on pause on the taper at this juncture
and wait until we see how the data shakes out into
December," Bullard said on Bloomberg Television.
"Inflation expectations are dropping in the U.S.
and that is something that a central bank cannot
abide."
"A reasonable response by the Fed in this situation
would be to invoke the clause ... that says the
taper was data dependent," he added. |
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