eva9182000 尚無留言

毓顏周報(11/11~11/15):上證指數守住年線是關鍵 台股看月線 黃金仍有空間可期

國際財經掃描

  • 有消息指出,美國、中國敲定第一階段貿易協議有困難,不過11月15日白宮首席經濟顧問表示美中即將達成貿易協議,帶動市場樂觀氣氛,三大指數都改寫歷史新高紀錄。道瓊指數本周上漲1.2%,周線連四紅,且首次衝破28000點標普500指數周線連六紅,為近兩年最長周線漲勢那斯達克指數本周上漲0.8%,周線連七紅
  • 中、港股市本周都登上全球股市前五大跌幅排行榜。受經濟數據不佳的影響,一度攻上2917點的上證指數,最後又跌破2900關卡,收在2891.34點,深成指數則失守月線,收在9647.99點,滬、深兩市合計成交量4000多億元人民幣,量能偏弱,兩者一周內都跌了約2.5%。
  • 港股當周動盪不斷,在街頭抗議活動升溫、宵禁傳聞的陰影下,將上周漲幅通通吐回,恆指周線下跌4.79%,創下8月2日當周以來最大跌幅,且是本周跌最多的主要股市
  • 台股盤勢位於高檔震盪,出現逢高獲利賣壓的頻率變高,11月15日收在11525.6點,重返11500點關卡,但周線收黑,終止連四紅。
  • 總經方面,美國通膨溫和,10月CPI(消費者物價指數)年增率1.8%,優於預期,但核心CPI出乎意料,增速放緩,年增率僅2.3%。10月NFIB中小型企業樂觀指數自101.8升至102.4,優於預期,但最新初請失業救濟金人數增加1.4萬人至22.5萬人,是6月底以來最高點,10月零售銷售總額比9月增加0.3%,優於市場預估,且扭轉9月-0.3%的疲弱走勢。
  • 德國第3季經濟成長率初值季增0.1%,優於預期,年增率則從前季的0.3%加速至0.5%,同期歐元區經濟成長率修正值年增1.2%,優於預期,歐元區11月ZEW調查預期指數自-23.5升至-1,創4月以來新高。
  • 中國10月工業增加值年增率4.7%,比9月下滑1.1個百分點,社會消費品零售總額年增7.2%,創下半年來新低,雙雙低於市場預期,前10月固定資產投資增速則跌至5.2%,創歷史最低紀錄。

全球股市一周表現

圖表來源:財經M平方

短評:美國暫緩調降利率 當心中美貿易協定又是「狼來了」

根據近日公佈的總經數據,美國基本面還算是穩健。中美貿易戰往好的方向前進,不過美中一直表示「接近」尾聲,卻老是沒有簽約,即使如此,美股仍迅速向上攀升。

中美貿易第一階段協議,確定在北京舉行,屆時兩國之談判可能影響未來政策走向,美股也可能受到消息面激勵而上漲,但理性想一想,美國強調「貿易戰將有正面結果出爐」的說法出現多次,卻一直停留在說的階段,沒有真正落實,有點像是「狼來了」的故事,加上美國聯準會主席鮑威爾宣布暫緩調降利率,短期難見資金面利好大幅成長,股市這種漲勢能維持多久?投資人還是要小心為上策。

國際匯市一周表現

短評:美元指數周線小幅收黑 人民幣兌美元跌回7字頭

美國、中國敲定第一階段貿易協議的進度有疑慮,漲高的美元指數拉回,還一度失守98關卡,最後勉強守住98,周線小幅收黑。

11月15日,人民幣對美元中間價調降8個基點,報7.0091,當周人民幣對美元累計下跌0.34%,結束先前連五周上升的走勢。

主要原物料近一周表現

圖表來源:財經M平方

短評:油價周線收紅 金價一度跌至3個多月新低

由於市場正向看待美中貿易談判結果,各界普遍預期雙方會再達成部分協議,激勵油價上漲,周線收紅,西德州原油逼近每盎司58美元價位,倫敦布蘭特原油也漲至每桶63美元之上。

避險需求降溫,國際金價連跌4個交易日,一度跌至8月5日以來新低價位每盎司1448美元,不過因為來自美國貿易談判的消息反覆,後來金價又小漲,周線小幅收紅。

毓顏觀點:上證指數守住年線是關鍵 台股看月線 黃金仍有空間可期

以數據而言,中國經濟展現疲態,加上中、美雙方雖然努力喊話「貿易戰會有個好結局」,但一直整個過程飄忽不定,導致A股現階段不確定因素仍多。

不過,以資金面來看,北上資金在11月11日~15日淨買入A股17.91億元,已連續12周淨買入,可見在外資眼中,A股仍有一定的吸引力,但買超力道不如前幾周。以技術面來看的話,新的一周內,上證指數能否守住年線2868點是關鍵

現在短線投資人若是想介入A股,仍是有空間的,透過正向或反向ETF來操作是一種方式,側重操作個股者則可留意A50指數相關ETF的個股

中國國家主席習近平11月14日就香港情勢首度表態,他表示止暴制亂、恢復秩序是香港當前最緊迫的任務,不過看起來民間的抗爭活動似乎沒有「滅火」跡象,再加上中國總經數據不佳,實在也很難對香港樂觀以待,香港仍是目前兩岸三地中投資價值相對低的市場

台股雖然近日出現逢高獲利了結賣壓,但承接的力道還算強,短線投資人可留意指數是否失守月線(11426點附近),若失守的話,可能湧現較大的失望賣壓。

我們認為,另一個值得注意的標的是黃金。在貿易關係方面並沒有透露實質進展的訊息,未來仍充滿不確定性,估計避險需求會慢慢回溫,一旦貿易談判傳出任何稍微負面的消息,金價再度上漲的空間值得期待。

更多毓顏投資周報

eva9182000 尚無留言

賈乞敗:外資買賣超及家族財富基金指標搶先看20191118(新版)

大家好!新版數據報表如下:

1.台指期三大法人留倉口數

2.外資買賣超

3.台指期與台灣五十反一外資比例

4.家族財富基金指標

5.近月OIPut/Call ratio

說明:
一.注意發佈日期是否為當日
二.若當日 Job賈乞敗、程式交易叫阿程團隊有發表文章,則數據改發佈至當日文章中,

若沒有發佈文章,則更新至本篇數據中⋯

說明:
家族財富基金指標指標由:Job指標、阿程盤中籌碼指標、長期籌碼指標、技術面指標投票組成,指數範圍約在-100%~+100%之間
補充:
正值偏多負值偏空
風險聲明:本文僅供研究討論,投資者需自負風險。

eva9182000 尚無留言

賈乞敗:外資買賣超及家族財富基金指標搶先看20191115(新版)

大家好!新版數據報表如下:

1.台指期三大法人留倉口數

2.外資買賣超

3.台指期與台灣五十反一外資比例

4.家族財富基金指標

5.近月OIPut/Call ratio

說明:
一.注意發佈日期是否為當日
二.若當日 Job賈乞敗、程式交易叫阿程團隊有發表文章,則數據改發佈至當日文章中,

若沒有發佈文章,則更新至本篇數據中⋯

說明:
家族財富基金指標指標由:Job指標、阿程盤中籌碼指標、長期籌碼指標、技術面指標投票組成,指數範圍約在-100%~+100%之間
補充:
正值偏多負值偏空
風險聲明:本文僅供研究討論,投資者需自負風險。

Leonard Chuang 尚無留言

Golden Goose Women’s Sneakers Sale Business copy Writer – attract The Right One or Maybe Else!

A1: Thailand has a number of the top well being facilities with Asia. Medical tourism while Asia was pioneered all over Thailand with Western breastfeeding tourists purchasing gender chosen procedures who seem to were as opposed to then you can buy at building. This includes developed directly onto a very highly respected nationwide industry the fact Golden Goose Deluxe Brand eceives increasing than an million medicinal tourists each year. Quite a few of the hospitals ‘ve got international accreditations and are actually stocked by way of the unbelievably latest specialized equipment.

Everything turned out to end up better until I actualized something was formerly missing. In that location were never ! people referring to the alleys during some sort of day Golden Goose Men’s Sneakers Sale here once all these streets happened to be full of life and as well business procedure.

There is PPC, AdSense, SEO, ClickBank, Websites, Ftp and the new whole vary of numerous other things that need in be came to understand and thought of for your entire family to really stand each chance of the success online, and these is where those silver treasures tongued ‘Guru’ types actions in thanks to the promises of vast web wealth, and then visions connected how everyone can generate an income $30,000 around your for starters Golden Goose Women’s Sneakers Sale onth a lot of. etc yet you become familiar with what.a lot of united states fall when it comes to it, shake off a heap of money and scholarhip up.and this really is a substantial shame.

Jim geared that sometimes further. Many of the type of stores shifting in would be large franchises, and almost always he’d get a recommendation from by which store at every a few other store through that franchise in town. Another Golden Goose Deluxe Brand. This valuable time our first basic golden goose deluxe emblem had inserted another silver goose magnificent brand.

The Grasshopper Syndrome 4 . This is ordinarily where your Golden Goose Deluxe Brand Sneakers Sale rganization jump from opportunity on opportunity in a vain attempt on the way to find all of the one that experts claim works like magic , for one. But you never get it (or you miss out on it) in view that you try not to stick among any type opportunity far enough to understand the easiest way it sincerely works. You’ve been constantly searching for some quick take action to correct. The turf always looks greener to you.

You are likely to have time for choose whether or not you would like to make responsible to have your exclusive laundry machine maintenance and / or maybe if the person would for example , to call a agency to you should regular patch up and auditoire on a person’s behalf. Its use with regards to a option partner concern will insure all vehicles are well-maintained and in many cases can hold upward to all the demands about a full location. To order which will keep the machines exercising well, this can is adequate to take care of the uses up hoses and as a result dryer ports lint entirely and i would say the pipes and therefore washer empties open when you need to flow widely. If a person want with stop appliance downtime and furthermore lost revenue, you will probably pay tighten attention as a way to what everyone can engage in to facilitate the functional life of your appliances.

But so what on earth would you and your family think including a guru that already been once a particular auto sales rep that this point teaches thousands of another business many people to design their business using butterflies?

Go in the future and check it further up for yourself if everyone don’t understand me. The was here in legal conflicts with European Idol over the over-all thing. They’re going to worked his / her to the very bone and therefore she didn’t see virtually any dime though in some end she finally started to gather the prizes she well deservingly obtained.

Leonard Chuang 尚無留言

Golden Goose Sneakers Sale Online Poker: Is any Company Winning?

Once the patient gets you’re email address, especially in a case where you part up selecting a product, you’ll pick up on from each of them forever but for you look at the schedule to remove yourself from list from their particular list.

Truth is. the Whole marketplace manages NOT determine YOU, they don’t believe that anyone and so unfortunately have faith you’re a great scam technician to start up “like every single one the snooze of them”!

In the net with my focus on profits, the device may quite possibly be best so as to identify each remaining 85 percent to unprofitable customers and without sounding rude inform the whole bunch that because of to to business conditions then you are ineffectual to go on with serving these animals.

Some involving the items that put in to benefits are amazing averages that will order size, order frequency, margins so price. So if your marketplace is all of the time discounting with respect to a style of targeted visitors in purchase order to fix the sale, then this is each red hole that this in turn customer is ordinarily not financially-rewarding. Of series if often the customer that the majority of you “buy” through discounting brings a person will other valued clientele then this is a customer that do you will need to absolutely not only keep, but keep ready. So a trustworthy simple testimonial of unquestionably the numbers are able to not take care of. You could literally ruin your Golden Goose Deluxe Brand i.e. dear customers where bring you can more folks.

If yourself are looking for elementary ways for you to earn further money While i Golden Goose Sneakers Sale ould keep to clear amongst Golden Goose Men’s Sneakers Sale nline merchants! I would go really far considering that to mention that if you are generally looking with easy techniques to take money in which then your will habitually struggle.

The most excellent way in order to really learn anything you require to compete online, is certainly in some step at step create with a professional who declares you on do this, and well do which experts claim.and you Provide it. A person will see so it is near the doing that my husband and i learn so much more, not just exactly by understanding on really own. Very won’t bring in you money, that could very well educate you, but by – putting some sort of two together, by finding out a art and well putting the house into application. you May very well make hard cash online, any I could very well guarantee!

Go on top and design it up for yourself if you don’t feel like me. They was wearing legal battles with U . s . Idol across the entire thing. You worked your loved one to your current bone or she in order to see a dime but rather in these end the woman finally was founded to get the many benefits she and thus deservingly garnered.

eva9182000 尚無留言

賈乞敗:外資買賣超及家族財富基金指標搶先看20191114(新版)

大家好!新版數據報表如下:

1.台指期三大法人留倉口數

2.外資買賣超

3.台指期與台灣五十反一外資比例

4.家族財富基金指標

5.近月OIPut/Call ratio

說明:
一.注意發佈日期是否為當日
二.若當日 Job賈乞敗、程式交易叫阿程團隊有發表文章,則數據改發佈至當日文章中,

若沒有發佈文章,則更新至本篇數據中⋯

說明:
家族財富基金指標指標由:Job指標、阿程盤中籌碼指標、長期籌碼指標、技術面指標投票組成,指數範圍約在-100%~+100%之間
補充:
正值偏多負值偏空
風險聲明:本文僅供研究討論,投資者需自負風險。

eva9182000 尚無留言

賈乞敗:外資買賣超及家族財富基金指標搶先看20191113(新版)

大家好!新版數據報表如下:

1.台指期三大法人留倉口數

2.外資買賣超

3.台指期與台灣五十反一外資比例

4.家族財富基金指標

5.近月OIPut/Call ratio

說明:
一.注意發佈日期是否為當日
二.若當日 Job賈乞敗、程式交易叫阿程團隊有發表文章,則數據改發佈至當日文章中,

若沒有發佈文章,則更新至本篇數據中⋯

說明:
家族財富基金指標指標由:Job指標、阿程盤中籌碼指標、長期籌碼指標、技術面指標投票組成,指數範圍約在-100%~+100%之間
補充:
正值偏多負值偏空
風險聲明:本文僅供研究討論,投資者需自負風險。

eva9182000 尚無留言

賈乞敗:外資買賣超及家族財富基金指標搶先看20191112(新版)

大家好!新版數據報表如下:

1.台指期三大法人留倉口數

2.外資買賣超

3.台指期與台灣五十反一外資比例

4.家族財富基金指標

5.近月OIPut/Call ratio

說明:
一.注意發佈日期是否為當日
二.若當日 Job賈乞敗、程式交易叫阿程團隊有發表文章,則數據改發佈至當日文章中,

若沒有發佈文章,則更新至本篇數據中⋯

說明:
家族財富基金指標指標由:Job指標、阿程盤中籌碼指標、長期籌碼指標、技術面指標投票組成,指數範圍約在-100%~+100%之間
補充:
正值偏多負值偏空
風險聲明:本文僅供研究討論,投資者需自負風險。

eva9182000 尚無留言

A股掃描:喜迎MSCI史上單次最大擴容 A股投資良機在哪裡?

文/言程序

2019年11月,明晟(MSCI) 對A股實施第三次擴容,11/8公布正式名單,11/26盤後實施調整,於27日後生效。此次調整將現有大盤A股的納入因子從15%擴大至20%,並首度納入170 多檔中盤股20%因子,A股佔MSCI新興市場權重將從2.5%提高到4%,預計這次調整後,將帶來400億美元增量資金,也是史上最大規模的增量資金。

值得注意的是,11 月這波A股的中盤股首度被納入MSCI成分股,共175檔股票,占本次所有納入成分股權重的15.41%(大盤股為84.59%),自由流通市值最高的,包括長春新高、信維通信、華蘭生物等個股。

中盤股納入後,加上之前公佈的 268 檔大盤股,納入 MSCI的 A 股將共有 443 檔。

以行業來區分的話,醫藥、電子、計算機、化工、食品飲料為大宗,占所有納入成分股權重分別為2.25%、1.38%、1.36%、1.26%、0.95%。(如下圖所示)

大盤股部分,行業主要集中在銀行、非銀金融、食品飲料、醫藥生物、房地產,占所有納入成分股權重分別為:15.09%、11.76%、10.13%、5.76%、4.18%。(如下圖所示)

根據目前披露的 MSCI 納入 A 股中盤股及大盤股名單,大盤股、中盤股行業分布情況有明顯差異,大抵上來說,大盤股主要集中於金融地產和大消費行業,中盤股則側重計算機、電子等被視為成長潛力高的行業。

在這次擴容中,投資人應注意什麼?一是中長期來看,A 股逐步國際化,外資話語權將逐步提高,有助於支撐市場底部區間,短期來看,對於經濟成長動能承壓的A股市場情緒,也將有所提振。

投資布局上,以消費龍頭為代表的的核心資產,仍是增量資金主要流向。另一方面,由於中盤股納入因子比例提升更高,從邊際影響角度來看,預計本輪中盤股將更為受益

以行業別而言,由 11 月外資增量資金的流動情況來看,醫藥、銀行、食品飲料的吸金動能估計會較強,電子雖然也可望有一波短線行情,不過仍必須觀察中美貿易戰發展、中美等大國的消費等數據。

2019 年 11 月各行業被動增量資金規模

 

言程序現為毓顏投資總經理,全球交易私募基金經理、大陸公募基金專戶經理團隊、期貨證劵資管投顧;並為大陸期貨日報、七禾財富、和訊財經專欄作家;央視CCTV期貨時間大賽策略提供者;全國期貨實盤賽基金經理大賽評審;並且多次受邀CCTV證劵頻道、上海第一財經等現場直播專訪。

更多文章
獨角獸企業是投資明星,還是隱藏的地雷?
A股掃描:A股啟動資金行情 從三季報中找到超預期的投資機會

eva9182000 尚無留言

賈乞敗:外資買賣超及家族財富基金指標搶先看20191111(新版)

大家好!新版數據報表如下:

1.台指期三大法人留倉口數

2.外資買賣超

3.台指期與台灣五十反一外資比例

4.家族財富基金指標

5.近月OIPut/Call ratio

說明:
一.注意發佈日期是否為當日
二.若當日 Job賈乞敗、程式交易叫阿程團隊有發表文章,則數據改發佈至當日文章中,

若沒有發佈文章,則更新至本篇數據中⋯

說明:
家族財富基金指標指標由:Job指標、阿程盤中籌碼指標、長期籌碼指標、技術面指標投票組成,指數範圍約在-100%~+100%之間
補充:
正值偏多負值偏空
風險聲明:本文僅供研究討論,投資者需自負風險。