q**j 发帖数: 10612 | |
l***u 发帖数: 294 | 2 NND,油大涨,natural gas咋回调,看来需要天朝来米国买LNG才能翻番了--对了,老
米整天嚷嚷对华逆差,为啥不出口点LNG,看起来美国这边价格比国内低多了啊。 |
q**j 发帖数: 10612 | 3 运起来太贵?中国没有合适的港口和储藏设备?油涨价是好事情吧?这些utility不是
按照成本的%收费? |
w****o 发帖数: 2210 | 4 看看新浪财经的这个图吧:
天然气ETF(UNG)——60分钟图
天然气在日线图和周线图的阻力位附近运行。从其60分钟图我们可以更清楚地看到
盘中的动能形态,图形明确显示,在当前位置卖家比买家要多。我预计今天或者未来几
天价格将继续下跌。
【在 l***u 的大作中提到】![](/moin_static193/solenoid/img/up.png) : NND,油大涨,natural gas咋回调,看来需要天朝来米国买LNG才能翻番了--对了,老 : 米整天嚷嚷对华逆差,为啥不出口点LNG,看起来美国这边价格比国内低多了啊。
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w****l 发帖数: 6122 | 5 有个什么机构还是分析师降级整个XLU sector,
但是5%的红利,PIMCO在28-30左右喊了买XLU,30.5区域有很多资金在买,觉得30.5是
个支撑,看明天会如何测试30.5,另外如果大盘跌,XLU可能回到30,但是28估计很难
很难到。 |
l***u 发帖数: 294 | 6 这个UNG ETF可以直接反映天然气的供求吗?不知道天然气夏天之前能不能守住现在的
价位。
【在 w****o 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 看看新浪财经的这个图吧: : 天然气ETF(UNG)——60分钟图 : 天然气在日线图和周线图的阻力位附近运行。从其60分钟图我们可以更清楚地看到 : 盘中的动能形态,图形明确显示,在当前位置卖家比买家要多。我预计今天或者未来几 : 天价格将继续下跌。
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q**j 发帖数: 10612 | 7 请问哪个机构/分析师,能否给个link。pimco不是搞bond吗?怎么还买etf. |
w****o 发帖数: 2210 | 8 不知道。全文的link在这儿,关于金油气的分析,你自己看看吧:
http://finance.sina.com.cn/stock/usstock/comment/20100105/03517192021.shtml
【在 l***u 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 这个UNG ETF可以直接反映天然气的供求吗?不知道天然气夏天之前能不能守住现在的 : 价位。
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w****l 发帖数: 6122 | 9 一个从没听说的机构
Dow Jones] Macquarie analysts recommend staying "on the sidelines" when it
comes to US power companies with regulated and merchant businesses because
of weak power prices, uncertainty over regulatory climate. Downgrades Exelon
(EXC), FPL Group (FPL), Public Service Enterprise Group (PEG), while
keeping Constellation Energy (CEG) as top pick in group. "Market valuations
are driven by '11 and '12 earnings (EBITDA), which look bleak when marked to
forward power curves," Macquarie says.
PI
【在 q**j 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 请问哪个机构/分析师,能否给个link。pimco不是搞bond吗?怎么还买etf.
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l***u 发帖数: 294 | |
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q**j 发帖数: 10612 | 11 多谢多谢。
Exelon
valuations
to
【在 w****l 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 一个从没听说的机构 : Dow Jones] Macquarie analysts recommend staying "on the sidelines" when it : comes to US power companies with regulated and merchant businesses because : of weak power prices, uncertainty over regulatory climate. Downgrades Exelon : (EXC), FPL Group (FPL), Public Service Enterprise Group (PEG), while : keeping Constellation Energy (CEG) as top pick in group. "Market valuations : are driven by '11 and '12 earnings (EBITDA), which look bleak when marked to : forward power curves," Macquarie says. : PI
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r******o 发帖数: 1530 | 12 although I shorted utilities, I definitely wanna cover when bottom reached,
keep me updated, when you enter, it's the time I get out... =) |
s*****l 发帖数: 1265 | 13 天然气还是库存问题,需求才刚刚上来,之前预计过今年冬天的用天然气取暖会省钱的
多 |
q**j 发帖数: 10612 | 14 may i ask your reasons for shorting this sector? just want to learn.
,
【在 r******o 的大作中提到】![](/moin_static193/solenoid/img/up.png) : although I shorted utilities, I definitely wanna cover when bottom reached, : keep me updated, when you enter, it's the time I get out... =)
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r******o 发帖数: 1530 | 15 not much, just by looking at weekly sector performance comparions, utilities
showed weakness, when I shorted EXC, the chart looks like it would touch $
48 area, at that time, I was looking for shorts as I was worried about a
correction. But I don't think utilities would crash from here, so the short
profit is limited and should take it quick.
An article about EXC:
http://www.fool.com/investing/value/2009/12/30/the-best-stocks-for-2010-exelon.aspx
【在 q**j 的大作中提到】![](/moin_static193/solenoid/img/up.png) : may i ask your reasons for shorting this sector? just want to learn. : : ,
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