v****e
发帖数: 19471 | |
x*******1
发帖数: 28835 | |
e*******r
发帖数: 355 | 3 5555， 大牛指点一下，我真是很想空啊
好多个股都在阶段性阻力位上，现在不空做长感觉上好难唉
【在 v****e 的大作中提到】
: 理由。没事儿别跟自己的钱过不去。
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v****e
发帖数: 19471 | 4 没有。从大盘到个股，图形都比较健康，顶多有个回拉。
【在 x*******1 的大作中提到】
: 真没看出来？
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v*****k
发帖数: 7798 | 5 zan. 完少有木有摸一把零售的想法？
【在 v****e 的大作中提到】
: 理由。没事儿别跟自己的钱过不去。
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t***e
发帖数: 3601 | |
v****e
发帖数: 19471 | 7 AMZN? 想搞，找不到入点。。。
【在 v*****k 的大作中提到】
: zan. 完少有木有摸一把零售的想法？
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x*******1
发帖数: 28835 | 8 今天这个盘，叫做28现象。 权重股和指数股拼命拉着。 但是小盘子，全跌惨了。看看
tza, 基本收在一天的最高点了。 小盘子在等大盘子股跌了。 er季节过去了,同志。 |
v*****k
发帖数: 7798 | 9 其实其他零售也可以搞一搞吧. 比如说anf之类的
【在 v****e 的大作中提到】
: AMZN? 想搞，找不到入点。。。
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g******n
发帖数: 53185 | 10 差不多了，该来的就要来了，大家还是买一些bear etf hedge 一下吧 |
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q*********u
发帖数: 9501 | 11 A股的套路用在美国股票上了，呵呵。
【在 x*******1 的大作中提到】
: 今天这个盘，叫做28现象。 权重股和指数股拼命拉着。 但是小盘子，全跌惨了。看看
: tza, 基本收在一天的最高点了。 小盘子在等大盘子股跌了。 er季节过去了,同志。
|
v****e
发帖数: 19471 | 12 市场是有点超买，但是不要这么急着盼着看到一个downtrend的开始。还远远不是那个时
候。至于什么28现象，38现象的，太高深了，俺不懂。
【在 x*******1 的大作中提到】
: 今天这个盘，叫做28现象。 权重股和指数股拼命拉着。 但是小盘子，全跌惨了。看看
: tza, 基本收在一天的最高点了。 小盘子在等大盘子股跌了。 er季节过去了,同志。
|
v****e
发帖数: 19471 | 13 hedge啥。看准了就搞，看不准就歇着或者少上。hedge半天，钱都给broker拿去了。
【在 g******n 的大作中提到】
: 差不多了，该来的就要来了，大家还是买一些bear etf hedge 一下吧
|
S***u
发帖数: 1678 | 14 你只对69现象感兴趣
lol
个时
【在 v****e 的大作中提到】
: 市场是有点超买，但是不要这么急着盼着看到一个downtrend的开始。还远远不是那个时
: 候。至于什么28现象，38现象的，太高深了，俺不懂。
|
o****e
发帖数: 4946 | 15 毛啊
【在 S***u 的大作中提到】
: 你只对69现象感兴趣
: lol
:
: 个时
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v****e
发帖数: 19471 | 16 sounds like you know me. were on my QQ list back in 2002?
【在 S***u 的大作中提到】
: 你只对69现象感兴趣
: lol
:
: 个时
|
g******n
发帖数: 53185 | 17 谁都有看不准的时候，看不准又有仓位就要hedge一下，弄好了两头赚
【在 v****e 的大作中提到】
: hedge啥。看准了就搞，看不准就歇着或者少上。hedge半天，钱都给broker拿去了。
|
v****e
发帖数: 19471 | 18 那倒是，不过我是很少hedge，个人习惯.
【在 g******n 的大作中提到】
: 谁都有看不准的时候，看不准又有仓位就要hedge一下，弄好了两头赚
|
g******n
发帖数: 53185 | 19 比如你long很多仓位，长期看涨，大盘可能要回调，那你可以买一些一倍的bear etf。
要是胆子大就搞3倍的hedge一下，不要多，就跟买黄金hedge inflation一个道理
【在 v****e 的大作中提到】
: 那倒是，不过我是很少hedge，个人习惯.
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l*******r
发帖数: 3799 | 20 I agree with you. Might be too early to burn bearish.
【在 v****e 的大作中提到】
: 理由。没事儿别跟自己的钱过不去。
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s***s
发帖数: 4329 | |
d****7
发帖数: 2241 | 22 Sound reasonable to me, xiaok1981.
【在 x*******1 的大作中提到】
: 今天这个盘，叫做28现象。 权重股和指数股拼命拉着。 但是小盘子，全跌惨了。看看
: tza, 基本收在一天的最高点了。 小盘子在等大盘子股跌了。 er季节过去了,同志。
|
v****e
发帖数: 19471 | 23 有丽姐这句话，我吃得香，睡得沉。
【在 l*******r 的大作中提到】
: I agree with you. Might be too early to burn bearish.
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l*******r
发帖数: 3799 | 24 But what is the market speculating now, ignoring all bad news all the way up
? new stimulus plan from China and US?
Or just the cheap dollar keep the equity market afloat?
【在 v****e 的大作中提到】
: 有丽姐这句话，我吃得香，睡得沉。
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v****e
发帖数: 19471 | 25 ER season overall not bad. most leading stocks posted good numbers and, espe
cially, guided with optimism. Europe looks to be fine now, in contrast to th
e dire picture everyone had in mind a couple months ago, so the concerns aro
und the ripple effect from potential major bank failure is now gone. Now the
capital market has regained some appetite for growth stories and risk-takin
g again. however, there aren't many places where they feel quite so comforta
ble to bet. Europe is badly injured and
【在 l*******r 的大作中提到】
: But what is the market speculating now, ignoring all bad news all the way up
: ? new stimulus plan from China and US?
: Or just the cheap dollar keep the equity market afloat?
|
l*****t
发帖数: 8319 | 26 agree，啥好消息坏消息的，mm说好，不好也好，mm说不好，好也不好。稍微做下TA,对
大方向有个把握，然后就是短期的撞大运，俺太嫩，胳膊拧不过大腿，不敢做空。
espe
th
aro
the
takin
comforta
tho
U
welf
e
【在 v****e 的大作中提到】
: ER season overall not bad. most leading stocks posted good numbers and, espe
: cially, guided with optimism. Europe looks to be fine now, in contrast to th
: e dire picture everyone had in mind a couple months ago, so the concerns aro
: und the ripple effect from potential major bank failure is now gone. Now the
: capital market has regained some appetite for growth stories and risk-takin
: g again. however, there aren't many places where they feel quite so comforta
: ble to bet. Europe is badly injured and
|
o****e
发帖数: 4946 | 27 那你说说现在mm究竟是说好还是不好嗫？
【在 l*****t 的大作中提到】
: agree，啥好消息坏消息的，mm说好，不好也好，mm说不好，好也不好。稍微做下TA,对
: 大方向有个把握，然后就是短期的撞大运，俺太嫩，胳膊拧不过大腿，不敢做空。
:
: espe
: th
: aro
: the
: takin
: comforta
: tho
|
l*****t
发帖数: 8319 | 28 俺不敢烧就是不敢跟mm对着干，牛市不烧，熊市不捂。 |
p*********n
发帖数: 556 | 29 A majority of companies issuing good ER have big chunk of profit coming from
China and emerging market. Most company give optimistic guidance because of
those emerging markets.
As you said, there is big uncertainty surrounding china, which makes the US
stocks as risky as China's.
This bull run is not based on fundamentals. It is based on the expectation
of possible FED action and consitently squeezing shorts. The low volume says
it all.
espe
th
aro
the
takin
comforta
tho
U
welf
e
【在 v****e 的大作中提到】
: ER season overall not bad. most leading stocks posted good numbers and, espe
: cially, guided with optimism. Europe looks to be fine now, in contrast to th
: e dire picture everyone had in mind a couple months ago, so the concerns aro
: und the ripple effect from potential major bank failure is now gone. Now the
: capital market has regained some appetite for growth stories and risk-takin
: g again. however, there aren't many places where they feel quite so comforta
: ble to bet. Europe is badly injured and
|
l*****t
发帖数: 8319 | 30 炒股就像冲浪，浪来了就赶快上，在浪消失前赶快撤，你管浪是海底来的还是一阵风吹
来的呐，关键是把握住浪的强度和时间。
from
of
US
says
【在 p*********n 的大作中提到】
: A majority of companies issuing good ER have big chunk of profit coming from
: China and emerging market. Most company give optimistic guidance because of
: those emerging markets.
: As you said, there is big uncertainty surrounding china, which makes the US
: stocks as risky as China's.
: This bull run is not based on fundamentals. It is based on the expectation
: of possible FED action and consitently squeezing shorts. The low volume says
: it all.
:
: espe
|
|
|
v****e
发帖数: 19471 | 31 you have a point, at least on the low volume part. I think 11100 level will
again be a major hurdle for DOW, and I don't see it clearing it without a ba
ttle. but before that level, I don't think I will consider going short unles
s something big blow up in China or Europe. US data, such as unemployment an
d home sales, can only do so much at this level. I don't think they are deci
ding factors any more. The market may creep up to 11000 -- 11200 level on lo
w volume and the real battle will then
【在 p*********n 的大作中提到】
: A majority of companies issuing good ER have big chunk of profit coming from
: China and emerging market. Most company give optimistic guidance because of
: those emerging markets.
: As you said, there is big uncertainty surrounding china, which makes the US
: stocks as risky as China's.
: This bull run is not based on fundamentals. It is based on the expectation
: of possible FED action and consitently squeezing shorts. The low volume says
: it all.
:
: espe
|
v****e
发帖数: 19471 | 32 this is one way to look at it, and often times it's a practical way. but it
never hurts to try to understand the rationale behind institutional investor
s' buys and sells. bigger moneys always have bigger, longer-term reasons whe
n they move, simply because they can't go in and out as fast.
【在 l*****t 的大作中提到】
: 炒股就像冲浪，浪来了就赶快上，在浪消失前赶快撤，你管浪是海底来的还是一阵风吹
: 来的呐，关键是把握住浪的强度和时间。
:
: from
: of
: US
: says
|
w*******t
发帖数: 2459 | 33 That is the way I see it...
Zan!
it
investor
whe
【在 v****e 的大作中提到】
: this is one way to look at it, and often times it's a practical way. but it
: never hurts to try to understand the rationale behind institutional investor
: s' buys and sells. bigger moneys always have bigger, longer-term reasons whe
: n they move, simply because they can't go in and out as fast.
|
k*******n
发帖数: 8891 | 34 赞，学习学习
will
ba
unles
an
deci
lo
【在 v****e 的大作中提到】
: you have a point, at least on the low volume part. I think 11100 level will
: again be a major hurdle for DOW, and I don't see it clearing it without a ba
: ttle. but before that level, I don't think I will consider going short unles
: s something big blow up in China or Europe. US data, such as unemployment an
: d home sales, can only do so much at this level. I don't think they are deci
: ding factors any more. The market may creep up to 11000 -- 11200 level on lo
: w volume and the real battle will then
|
j*****7
发帖数: 4348 | 35 Too simple, sometime naive. Typical IBD subscriber's way of thinking.
跨国大垄断公司的效益当然不错, 你去看看广大面向小企业的服务行业, 面向消费者的
零售商, 惨得很.
espe
th
aro
the
takin
comforta
tho
U
welf
e
【在 v****e 的大作中提到】
: ER season overall not bad. most leading stocks posted good numbers and, espe
: cially, guided with optimism. Europe looks to be fine now, in contrast to th
: e dire picture everyone had in mind a couple months ago, so the concerns aro
: und the ripple effect from potential major bank failure is now gone. Now the
: capital market has regained some appetite for growth stories and risk-takin
: g again. however, there aren't many places where they feel quite so comforta
: ble to bet. Europe is badly injured and
|
C*******i
发帖数: 2131 | |
