2011年的炒股方向： 坚定不移地站在牛军一边
来源: fa_fa_fa_fa 于 2011-01-02 18:07:46
牛军的武器：
1. Economy keeps strong grow: GDP: ~ 3%
(From "Economic rebound forecast for 2011" http://seattletimes.nwsource.com/html/businesstechnology/201374
2. Interest Rate: Still at 0.25%
Low interest rate is good for consumer spending and housing market;
3. SP500 Earning/per share: $94 to $100; http://www.option668.com/dnldarea/
SP500_EPS_20101231.XLS
4. Companies' Cashflow: $1.93 trillion:
M&A action picks up and should continue and global mergers and acquisitions
grew 19% to $2.25 trillion this year, according to preliminary figures from
Thomson Reuters.
(From http://www.marketwatch.com/story/ma-poised-to-grow-in-2011-2010-12-29)
5. Unemployment rate will drop from 9.7% to 8.8 to 9.1% range http://seattletimes.nwsource.com/html/businesstechnology/2013744285_marksjarvis26.html
6. $600 Billion QE2's money keeps flowing into the market till the end of
June, 2011;
7. Government policy fully supports US economy;
奥巴马新年发重誓:将在2011年推动美国的经济成长 世界日报 http://news.wenxuecity.com/messages/201101/news-gb2312-1246371.html
熊军的武器：
1. Euro region's national debt crisis may show up again and again because US
credit rating companies could downgrade BIGS's credit and debt repeatedly;
2. Iran/North Korea' nuclear crisis has not been resolved.
