2011年7月5日星期二

豐收一天

先把國內傳媒節錄:

中央高层密集调研 明日反弹更上一楼
来源:中国证券网 2011-07-05

[编者按]北京7月5日消息 国务院总理温家宝在听取辽宁、江苏、浙江、广东四省负责人汇报并做了重要讲话。期间,他明确表示猪肉价格将在数月内降下来,这让市场感觉到中央调控物价的决心已定,长期向好的局面未变。因此,笔者认为在经历了短暂调整之后,本轮反弹有望继续上扬。

温家宝辽宁调研:再过几个月猪肉价格就下来了
    温家宝与顾客聊收入、谈物价,向摊主询问粮食、蔬菜、肉类价格变化。
    温家宝:最近就是猪肉价格贵了。
    顾客:确实贵了。
    温家宝:得把这个周期过去。再过几个月就下来了。
    温家宝对大家说,政府正在采取措施平抑物价。随着政策的落实,物价会得到有效抑制。

央行日前召开的货币政策委员会二季度例会提出,注意把握政策的稳定性、针对性和灵活性。与之前几次例会相比,此次会议提出政策的稳定性,且将其放在首位。

业内人士称,这很可能意味着下半年货币政策工具的使用会有所调整,表现在存款准备金率使用的频率降低,价格型工具发挥相对重要的作用。

与此同时,前两个季度例会均强调稳定价格总水平的宏观调控任务,但是在此次例会中通篇不见“稳定价格总水平”的表述,只是提到“通胀压力仍然处在高位”。


http://stock.cnstock.com/market/ttxm/201107/1394662.htm?page=1

配合國內A股的放量性突破,大家可會感受到微妙變化。正如前篇所言,第三季的其中關鍵是國內的銀根緊縮政策會否有所鬆動。雖則上海同業拆息今天反彈近3個百分點,反映即將加息預期;但市場預期加息不會很密、且對企業水源來說,加息總好過加存款準備金。照初步形勢發展,暫可對後市轉得樂觀一點。

今天把國際煤機(1683)沽出,買入後走勢完全不對版,情願快手些止蝕。買入耀萊(970),看上奢侈品分銷的故事,早前公佈的業績不錯,且估值不算太貴,其TA也相當吸引。在收市前再把買入後表現滿意的長城汽車(2333)加倉。目前組合已用上少量overdraft,再買入便須沽出其他股份。

銀泰(1833)公佈上半年同店銷售同比增長28.4%,股價先升後跌,帶動其他百貨股獲利回吐;反映百貨板塊估值偏貴。但我考慮過後暫繼續持有,畢竟我相合消費是未來投資大主題,且銀泰亦處明顯中長線升軌。

今天大盤指數略為下跌,但很多blog友愛股表現強勢;本人組合在各牛股帶動下,今天升2.3%,可見市底不錯。目前仍以進取模式操作。

20 則留言:

  1. Today you are the envy of the world, like having all the superstar in one team.

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  2. You too can ride on the surge of 375 too. This is a positive signal that I significantly outperform the market today as this shows the market's underlying strength is strong.

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  3. 都是那句,不要低估內銀股壞帳風險

    China Banks’ Outlook May Be Souring on Loans

    Chinese banks’ loans to local governments are about 3.5 trillion yuan ($540 billion) more than the national auditor’s estimate, and the industry’s credit outlook could decline, Moody’s Investors Service said.

    “The Chinese audit agency could be understating banks’ exposure to local governments,” Yvonne Zhang, a Moody’s analyst in Beijing, said in the report today. The “apparent absence of a clear master plan to deal with this issue” is likely to exacerbate problems and lenders may be left to manage a portion of the souring loans on their own, it said.

    http://www.bloomberg.com/news/2011-07-05/china-bank-outlook-may-be-souring-on-local-government-loans-moody-s-says.html

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  4. 睇個勢長城汽車聽日會大升.

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  5. 623 靜靜起動了

    BY 紅孩兒

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  6. 島勝猛&Manfred:今天汽車股獲利回吐,長城汽車今天的股價頗硬淨

    紅孩兒:買一些少人注意的股票可能會有驚喜

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  7. But 589 has dropped just due to Citibank's report. Such hugh revision of target price just reflect the analyst might be day dreaming a few months ago?

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  8. Kevin: The downgrade was due to taxation concern, but not core operating issues. Even so, the share price performance is weak before this report. I am not interested in the stock in the moment.

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  9. Tontongood,

    I thought of 712 this morning but I decided to hold off. The Company has some interesting selling points but so are the operation risks (mainly about possibility of falling gross margin). Anyway, the Counter performs well today and maybe I am over prudent. Congrats to you anyway!

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  10. i sold all 489 and got 743 this morning.

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  11. yfchan: reasonable to buy 746. But I am a bit aggressive and intend to buy when there is some peaking signal of the HSI. In the moment I'd like to chase momentum stock.

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  12. you sir , i didn't buy 746.

    at the moment, i don't think 746 is a good pick.

    i got 743 asia cement.

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  13. lucky to sell 489 at a good price.

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  14. 唔好意思,睇錯了。亞洲水泥升了近10%,陳兄又一佳作!

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  15. you sir, 我沒有能夠在昨天買進743, 是在今天發盈喜后買的, 目前只有微利, 不過幸運在今天早上高位沽了489, 這次投機汽車板塊沒有得手, 還好沒有輸錢.

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