J******s 发帖数: 913 | 1 Financials are strong today. MMs use Apple/IBM and China's rate hiking to
complete sector rotation. Material/energy/tech. are weak.
As long as we have weak sectors, the overall market will stay strong. |
b******e 发帖数: 3821 | |
y****8 发帖数: 421 | |
K********g 发帖数: 9389 | 4 金融利空出尽,该回暖了。
【在 J******s 的大作中提到】 : Financials are strong today. MMs use Apple/IBM and China's rate hiking to : complete sector rotation. Material/energy/tech. are weak. : As long as we have weak sectors, the overall market will stay strong.
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f**********g 发帖数: 2252 | 5 What's your opion about these bank news?
美股周二盘中下滑。中国人民银行於周二意外升息,加上部分企业财报不如预期,美国
银行第三季亏损,高盛集团第三季获利低於市场预估,引发市场悲观气氛,三大指数齐
跌。
【在 K********g 的大作中提到】 : 金融利空出尽,该回暖了。
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J******s 发帖数: 913 | 6 Rate hiking is good for banks. |
M*******a 发帖数: 870 | 7 engergy前端时间转的不错,现在满把金融静等爆发
【在 J******s 的大作中提到】 : Financials are strong today. MMs use Apple/IBM and China's rate hiking to : complete sector rotation. Material/energy/tech. are weak. : As long as we have weak sectors, the overall market will stay strong.
|
y****8 发帖数: 421 | 8 保险业算金融吗?
【在 M*******a 的大作中提到】 : engergy前端时间转的不错,现在满把金融静等爆发
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M*******a 发帖数: 870 | 9 没保险,俺一手的大中小银行。。。今天账面很难看啊。。。。
【在 y****8 的大作中提到】 : 保险业算金融吗?
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y****8 发帖数: 421 | 10 俺手中没银行股,同样很难看....
【在 M*******a 的大作中提到】 : 没保险,俺一手的大中小银行。。。今天账面很难看啊。。。。
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m*z 发帖数: 2356 | 11 one round of rotation has been done. Market is very very tired now. Good
news are priced in like POMO.
【在 J******s 的大作中提到】 : Financials are strong today. MMs use Apple/IBM and China's rate hiking to : complete sector rotation. Material/energy/tech. are weak. : As long as we have weak sectors, the overall market will stay strong.
|