下周大盘及看好个股（10/20/14 - 未名空间MITBBS历史存档

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下周大盘及看好个股（10/20/14

下周大盘及看好个股（10/20/14# Stock

d*52014-10-19 07:10

1 楼

来自老鹿博客
http://www.mitbbs.com/pc/index/deer2005
大盘
上周大盘继续大幅振荡，前三天大跌，后两天在联储的口头大饼诱导下大涨，SPX收
1886.76；而市场恐慌指数VIX在破30后迅速回落，收21.99。
板块表现：1、除防御板块，包括必需消费品、公用事业板块表现相对较好外，住房营
建板块反弹，其他板块继续下跌；不过周五股市全面反弹；2、新近IPO股，BABA回升至
87.91, CYBR表现平稳，HUBS回升；3、美元指数继续牛势，债市TLT创近年新高后迅速
回落，金银继续反弹但上行遭遇强阻力。
下周关注：1、QE3即将终结，大盘继续振荡下行，但幅度减弱，期间反弹可期；2、联
储是否救市（口头）？3、Ebola疫情能否得到控制？
股市高位振荡，风险大。不管朝什么方向发展，都需注意锁利和止损。股市反弹，是做
多者离场的好机会。
个股
7大牛股（FB, TSLA, GILD, CELG, CRM, SPLK, MSFT）中：celg, MSFT Q3财报（CELG
10/23/14 BMO; MSFT 10/23/14 AMC），看好；FB，GILD, SPLK继续反弹。
其他看好个股：BAC, JPM, C（板块相对强势）; BIIB, REGN, AMGN, BMRN (Biotech板
块相对强势)； AAPL（10/20/14盘后财报，看好）；WAG（药房巨头，回升）；F, GM（
板块超跌反弹）；GOOGL（龙头股，放量下跌后，建仓机会）。
另外，Ebola相关股票因疫情蔓延得到控制而不再被热捧，作多者小心，及时锁利或止
损。
YMYD!!
讨论可参见
http://www.mitbbs.com/pc/pccon_14439_t3695_340663.html
http://www.mitbbs.com/pc/index/deer2005

d*52014-10-19 07:10

2 楼

上周五为OE日，股市虽涨，但没有巨量，期间还出现sell-off。显
然，买盘不力，大盘是否逆转尚难判断。
大盘反弹，适合短线，下周仍是DT的好时光！

d*52014-10-19 07:10

3 楼

仍就振荡市，下行趋势犹在，反弹会有。在10/29/14 FOMC会议前，股市可能主要是个
股财报在表演，大盘不会有大作为。
老鹿瞎猜而已！

d*52014-10-19 07:10

4 楼

开盘看来不太好。

d*52014-10-19 07:10

5 楼

Dallas Fed President Richard Fisher appeared on CNBC's "Squawk Box" Monday.
Fisher, a noted hawk, is a voting member this year on the central bank's
policymaking committee.
Despite the recent stock market volatility, the Federal Reserve still plans
to end its latest bond-buying program at the end of October and remains
poised to raise interest rates in mid-2015, according to Fed comments and
interviews compiled by The New York Times.

l*e2014-10-19 07:10

6 楼

谢老鹿分析，很详细呀！

l*t2014-10-19 07:10

7 楼

所以google是会继续跌，适合买入不宜卖出？

F*n2014-10-19 07:10

8 楼

一会说考虑延后终结qe，一会说按时终结并加息。玩的就是你们这些小散户。

.
plans

【在 d******5 的大作中提到】

: Dallas Fed President Richard Fisher appeared on CNBC's "Squawk Box" Monday.
: Fisher, a noted hawk, is a voting member this year on the central bank's
: policymaking committee.
: Despite the recent stock market volatility, the Federal Reserve still plans
: to end its latest bond-buying program at the end of October and remains
: poised to raise interest rates in mid-2015, according to Fed comments and
: interviews compiled by The New York Times.

d*52014-10-19 07:10

9 楼

aapl发了

d*52014-10-19 07:10

10 楼

Chinese economic data . This includes GDP,
industrial production, and retail sales.
Data on Tuesday is expected to show that China's
economy likely grew at its weakest pace in more
than five years in the third quarter as a property
downturn weighed on demand, according to analysts
polled by Reuters, raising the chances of more
aggressive policy steps.

d*52014-10-19 07:10

11 楼

大盘v形反转？spy留有缺口，可能还会补上的。

d*52014-10-19 07:10

12 楼

今天早上期指深红的原因之一。
后来，大盘为什么逆转了？

.
plans

【在 d******5 的大作中提到】

K*N2014-10-19 07:10

13 楼

Up or down tomorrow?

d*52014-10-19 07:10

14 楼

不知道。
觉得大盘近期会再次下探。

【在 K*N 的大作中提到】

: Up or down tomorrow?

d*52014-10-19 07:10

15 楼

Chinese economic data
Time Event Actual Forecast Previous
22:00 Fixed Asset Investment (YoY) (Sep) 16.1% 16.3% 16.5%
22:00 GDP (YoY) (Q3) 7.3% 7.2% 7.5%
22:00 GDP (QoQ) (Q3) 1.9% 1.8% 2.0%
22:00 Industrial Production (YoY) (Sep) 8.0% 7.5% 6.9%
22:00 Retail Sales (YoY) (Sep) 11.6% 11.8% 11.9%

【在 d******5 的大作中提到】

: Chinese economic data . This includes GDP,
: industrial production, and retail sales.
: Data on Tuesday is expected to show that China's
: economy likely grew at its weakest pace in more
: than five years in the third quarter as a property
: downturn weighed on demand, according to analysts
: polled by Reuters, raising the chances of more
: aggressive policy steps.

d*52014-10-19 07:10

16 楼

The market is very bullish again?!
Enjoy!