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雷达卡
Fundamentals and Market Wraps:
US:
The Dow Jones index rose by 286pts or 2.2pct.Most of the financial stocks,such as Merrill Lynch ,Bear Stearns and Citigroup rose by more than 5.0pct.Probablely because of the sharp decease recently and woes in subprime mortgage market,the investment bank shares saw a bounce today.But the factor that their lose huge amount of wealth in that market is still an obstacle to their future performance.
Crude oil prices slid by 4.5pct today.It is caused by speculative funds' decrease in long position.Base matal prices all rose except the Nickel.
AU:
RBA rose cash rate by 0.25% to 6.5%.The strong CPI index this month ,with other datas such as low unemployment rate,led to the interest rate hike.I expect the appreciation of AUD to other major currencies will stop .Tomorrow the unemployment rate will be released.
The ASX 200 rise by 115.8pts,or 1.93pct,to 6100.8.The mining sector recovered from a weak performance yesterday,with BHP and RIO gained over 2% today.Also,investment banks,Macquarie Bank and Babcock & Brown gaining about 5.5% each,as the investment banks's recovery in the US .
CH:
The consensus of CPI is expected to be 4.6% in July.As I mentioned last month, the increase in oil price and food would lead to a record high CPI .Also,rising vegetable prices contributed to the high CPI.It will be released on 13th.Moreover,the fixed asset investment expectation is 26.9%.It is possible that the data may decrease because of the fear of bad weather in short run,and uncertainty of macro policy .
Today's market was a bit strange to me .Most of the stocks opened at a much lower prices than yesterday without any reason.二八现象 is no good news to the A-share market,including the gongshangyinhang's 9.98% increase,which contributed a lot to the shanghai composite index.I strongly commended that investors sell their stocks tomorrow.
shares commended:
We commend to buy stocks such as 西山煤电，中国铝业 in the coming correction.Don't buy them till the correction.
中国铝业:I believe most of the investors will sell this stock because of the profit gain recently.We view it as rational market correction ,and a good chance to buy it after 2~5 days.
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