这波难道还不清楚吗？ - 未名空间MITBBS历史存档

国际科技财经博客移民网络热点娱乐民生时事公众号

Redian新闻

>未名空间

>Stock

这波难道还不清楚吗？

这波难道还不清楚吗？# Stock

g*h2016-07-20 07:07

1 楼

ER beat on lowered expectation, showing growth compared to last quarter.
Don't compare or pay much attention to yoy decline reported by many
companies, investors care most that companies are performing better than
last quarter, and this is very good sign for US economy growth. Why? because
a lot of money is waiting to get into US as a safe heaven. Equity is not
the best choice, but the dividend and buyback of US companies is also at a
record high level. It's better than Europe, UK and many places around the
world.
SP PE at a record high of 25 is a problem during the ER season? I don't
think so. Global interest rates is also at record low through history.

s*92016-07-20 07:07

2 楼

我的总结如下：
只要日本/欧盟不出事，spx不会下2000
只要中国不出事，spx不会下1800
只要美国大选不出事，spx不会下1600
很遗憾还在看空的同学们：你们错过火车了
Long live SPX!

because
not

【在 g*******h 的大作中提到】

: ER beat on lowered expectation, showing growth compared to last quarter.
: Don't compare or pay much attention to yoy decline reported by many
: companies, investors care most that companies are performing better than
: last quarter, and this is very good sign for US economy growth. Why? because
: a lot of money is waiting to get into US as a safe heaven. Equity is not
: the best choice, but the dividend and buyback of US companies is also at a
: record high level. It's better than Europe, UK and many places around the
: world.
: SP PE at a record high of 25 is a problem during the ER season? I don't
: think so. Global interest rates is also at record low through history.

g*h2016-07-20 07:07

3 楼

看看今天的ER surprise，基本能看出来positive news居多
https://biz.yahoo.com/z/20160719.html
当然我的bullish，不包括任何未知的国际局势的risk。

【在 s******9 的大作中提到】

: 我的总结如下：
: 只要日本/欧盟不出事，spx不会下2000
: 只要中国不出事，spx不会下1800
: 只要美国大选不出事，spx不会下1600
: 很遗憾还在看空的同学们：你们错过火车了
: Long live SPX!
:
: because
: not

g*h2016-07-20 07:07

4 楼

With stocks continuing to climb, investor nervousness has cooled. The CBOE
Volatility Index, a measure of market turbulence known as the VIX, fell 1.7
percent today to 11.77, the lowest since August 2014.
Of the S&P 500 firms that have released results so far this season, 78
percent beat earnings estimates and 61 percent topped sales projections.

h*o2016-07-20 07:07

5 楼

I am bearish. ER doesn't look good , down from 2015 and 2014. But all that
doesn't matter. Market is trading high because it wants to trade high.
This is probably the election front run and looks like nothing will stop it.
It looks like break out and most likely will consolidate sideway and no
pattern of reversal in a short term. I will not long SP 500, but will long
XIV although I think the market is seriously overvalued.

h*o2016-07-20 07:07

6 楼

VI X most likely will stay low in a while and at the same time, XIV will
gain daily. If you still own UVXY or VXX, it's better to cut your loss.

g*h2016-07-20 07:07

7 楼

我会选择下周ER差不多了，选择空仓并且long vix

that
it.

【在 h********o 的大作中提到】

: I am bearish. ER doesn't look good , down from 2015 and 2014. But all that
: doesn't matter. Market is trading high because it wants to trade high.
: This is probably the election front run and looks like nothing will stop it.
: It looks like break out and most likely will consolidate sideway and no
: pattern of reversal in a short term. I will not long SP 500, but will long
: XIV although I think the market is seriously overvalued.

h*o2016-07-20 07:07

8 楼

I would rather short SP 500 than long VIX.

: 我会选择下周ER差不多了，选择空仓并且long vix

: that

: it.

【在 g*******h 的大作中提到】

: 我会选择下周ER差不多了，选择空仓并且long vix
:
: that
: it.