金戈實戰分析:
醫藥股全線走高,彰顯明星效應。上半年醫藥板塊的表現始終不溫不火,截至上月,醫藥指數已連續7個月跑輸大盤,超跌的醫藥股成為突破阻力的前頭部隊,今年前7個月漲幅較大的醫藥股多集中在甲流感概念股和資產重組題材股上,而一線股及二線績優股嚴重滯漲,遠遠落後於大盤同期漲幅,而眼前正是這些個股輪動的時機,資者可選擇兩類企業:一是低方差公司中方差相對最大的;二是高方差公司中方差相對最小的。這兩類企業共同的特點,就是市場往往只注意其目前的方差屬性,而忽略了其方差屬性正在朝另外一個方向變化的動態。大盤上行至5周線,即將遭遇阻力,抄底獲利較多的朋友可考慮適當了結一部分。同時,醫藥板塊已經不適於追漲,如果大盤調整,航天軍工板塊有一定機會。今天有嘗試突破20日均線的可能。大盤自3478點開始的中級調整在本周一再度遇到了多方的強烈反擊,這預示著中級調整即將結束,但是底部的形成需要一個過程來確認。後市底部的形成有可能是三種態勢:
1、頭肩底,以9月1日低點2639點為左肩,構築一個完美的頭肩底之後大盤有望走出一輪新的行情,也就是2009年第二波牛市行情;
2、W底,以9月1日低點2639點為前低,以9月中旬的低點為,構築一個完美的W底之後大盤有望走出一輪新的行情,也就是2009年第二波大反彈行情;
3、U型底,2639點不一定是最低點,本周的反彈很快結束,後市繼續橫盤振蕩整理一個月以上,10月底再啟動新的行情。以上三種走勢都可能發生,所以遇到3000點阻力時需要十分小心,不宜重倉作者: putongren10 時間: 2009-9-8 12:51
Asian stocks rise on stimulus pledge
On Tuesday September 8, 2009, 12:34 am EDT
Asian markets rose Tuesday as investors fed on a pledge by the world's 20 biggest economies to underwrite the global recovery with massive stimulus efforts.
Stocks in Australia jumped more than 1 percent amid news business confidence had reached a near six-year high. Japanese shares shrugged off weak economic data to gain modestly. Oil prices hung around $68 ahead of Wednesday's OPEC meeting.
With Wall Street closed for a holiday, markets continued to lap up the weekend announcements from finance officials at the Group of 20 summit in London that boosted European and Asian shares on Monday.
The officials welcomed improvements in economic growth but warned recovery was not sustainable without continued government help in the form of deficit spending, low interest rates and efforts to expand the money supply.
"I don't know if the optimism is justified but people are buying into it," said Francis Lun, general manager at Fulbright Securities Ltd in Hong Kong.
"The G-20 countries said they would continue to flood the system with liquidity so the economy doesn't tank. That's what investors wanted to hear. Investors always want to believe the good news and disregard the bad news," he said.
Japan's Nikkei 225 stock average was up 25.52 points, or 0.3 percent, at 10,346.46 despite a steep fall in the nation's current account surplus underlining prolonged weakness in exports -- a key driver of growth for the world's No. 2 economy.
Hong Kong's Hang Seng gained 128.89, or 0.6 percent, to 20,758.20 while South Korea's Kospi was up 0.5 percent at 1,616.27.
Australia's benchmark jumped 1.5 percent as a monthly survey showed business confidence in August at its highest level in nearly six years. China's Shanghai index gained 0.2 percent and Taiwan rose 1.4 percent.
In Tokyo trade, the world's biggest automaker Toyota Motor Corp. fell 1 percent despite announcing it is hiring 800 contract workers in Japan to keep up with brisk sales of its Prius gas-electric hybrid car.
Oil prices hovered near $68 a barrel for a fifth day as the U.S. summer driving season wound down and OPEC planned to meet Wednesday. Benchmark crude for October delivery was up 38 cents at $68.40.
In currencies, the dollar fell to 92.76 yen from 93.05 yen. The euro rose to $1.4342 from $1.4332