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我爱基民

我爱基民,如果我哪一天不爱了,那么我还是我吗。基金不是给天才的圣礼,基金是给凡人

 
 
 

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暴跌背后埋伏“空头”阴谋  

2010-05-18 09:14:38|  分类: 默认分类 |  标签: |举报 |字号 订阅

  下载LOFTER 我的照片书  |
暴跌背后埋伏“空头”阴谋

  在最让人担心的事情(恕我基于众所周知的原因搁置不论)发生之前,我对中长期A股市场始终抱有乐观情绪,但我所谓的乐观情绪仅仅基于技术上的价格问题。我认为价格一定会走高,而且是在不久的将来。

  对于短期的走势,我们始终不好说什么。一则简短的报告说,5月17日,在个股恐慌性杀跌的拖累下,沪深两市大盘大幅跳水,分别暴跌5.79%和5.07%。其中,上证综指盘中最低跌至2557.24点,使得本轮调整行情自3181.66点下跌以来跌幅进一步扩大至19.62%。这确实让人大出意外,特别是让“股指期货有益市场稳定论”者大跌眼镜。我们发现在开始认识,传统理论是有缺陷的,从理论上说——不过,从严格的意义上说,不能解释现实的“理论”都不是好理论——期货应该是现货的“影子”,因为不管你如何投资,期货总是要交割的,而交割的市场参照或者说成本就是现货。而理论上股票指数现货价格又是经济增长加上对它的预期。对于经济增长或预期纵然有这样那样多的不确定因素,但总体向好是一个共识。洋人的经济和对于的预期也有不不确定性,所以他们也折腾,有大 蝳otag m2:谝瞫i" id="blo的綽ds0 b蝳  和对件不平凡知的期的走势,我们始 ="prightc11 nbw-blog ona class="bcnbw-blog-startdep c> nbw-blog-startdep c> nb ass="tit="prigharc11 ndep c 示ript"> (function(){ 2" tiwumiiRelpe=dI bdcnbw-ryt zt/div> asclass="nbw-blog-start">
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  对于短期<br <br (恕终不好说什么。一则简短的报告说,5月17日,在个股恐慌性杀跌的拖累下,沪深两市大盘大幅跳水,分别暴跌5.79%和5.07%。其中,上证综指盘中最低跌至2557.24点,使得本轮调整行情自3181.66点下跌以来跌幅进一步扩大至19.62%。这确实让人大出意外,特别是让“股指期货有益市场稳定论”者大跌眼镜。我们发现在开始认识,传统理论是有缺陷的,从理论上说——不过,从严格的意义上说,不能解释现实的“理论”都不是好理论——期货应该是现货的“影子”,因为不管你如何投资,期货总是要交割的,而交割的市场参照或者说成本就是现货。而理论上股票指数现货价格又是经济增长加上对它的预期。对于经济增长或预期纵然有这样那样多的不确定因素,但总体向好是一个共识。洋人的经济和对于的预期也有不不确定性,所以他们也折腾,有大 蝳otag m2:谝瞫i" id="blo的綽ds0 b蝳  和对件不平凡知的期<br <br (恕 (="dden" namesh%A2%E5" at:uesh fonload=="prig="pr="prninput"> (="dden" namesh%A2%E5om/" at:ueshohu.com/

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