注册 登录  
 加关注
   显示下一条  |  关闭
温馨提示!由于新浪微博认证机制调整,您的新浪微博帐号绑定已过期,请重新绑定!立即重新绑定新浪微博》  |  关闭

杭州临江仙

 
 
 

日志

 
 

2013年1月期货市场投资策略报告:乍暖还寒  

2013-01-04 23:30:43|  分类: 默认分类 |  标签: |举报 |字号 订阅

  下载LOFTER 我的照片书  |
    12月以来,新一届政府坚定改革的表态导致投资者长期经济预期向好,市场风险偏好情绪上升,而以QFII、RQFII为代表的海外资金亦加速流入国内金融市场 ,推动股指和商品出现不同程度的上涨,尤以股指最为耀眼,月度涨幅超过20%。

    宏观方面,美国大选落定后货币持续宽松,但经济复苏缓慢,其经济政策亦将越发复杂多变,国会两党未就财政问题达成一致,成为影响1月份金融市场最大的不确定性事件。就中国而言,稳增长政策利好逐步为市场所消化,新政策朦胧的经济前景将使得1 月份在整体延续经济复苏态势的同时也将使得市场信心不足,加上12 月经济数据难以延续同比改善趋势、春节前现金资金重现紧张以及海外资金流入放缓等等因素,1月份市场不确定性增加。

    展望 1月份,我们认为市场依旧面临诸多压力,金融市场可能乍暖还寒,不宜过分追高。具体品种方面,股指可能冲高震荡整理,基金属区间震荡,化工品短期强势,部分品种下半月有调整之忧,而农产品则继续分化。

    操作方面,建议投资者重点关注股指、铜的区间操作机会和PTA、郑糖、沪胶的波段性操作机会,另请关注多焦炭空螺纹、多棕榈油空豆油的对冲组合。
  评论这张
 
阅读(398)| 评论(0)
推荐

历史上的今天

在LOFTER的更多文章

ackgroundu矫金属区糿pan style="display:none" mblank">我要抢>om"="ce="dilor:#d7854e;cursor:poi0px 0;color:#d7854e;cursor:poi://halibote=126.net/=eicon">&omment">ackgromment">ackgroundu矫金属> ;"> ',wb bds2 bdc0keIc7854签:'',wb bds2 bdc0keIc7854ted: i3043506&w=100&h=100&act=qbbkfxtj',wb bds2 bdc0keIcisPub">umenRtedaB854:fadth,wb bds2 bdc0keIcatml"hn> sF <:fadth,wb bds2 bdc0keIc Add analys(dopanemail=_/spgln307\'+png D <()-come.di()" ncy="true" bitMaxImageG.nelf.nosdnicr7blog..ne/TlZCWHdFWFpidkQ1dGtJK1N5cFRBNzBLUFFPYnJEVi9LWk1KTzJlMTU2Yz0.jpg"me mar'wb bds2 bdc0ke = 'b {"> cwd> a> Upd cwd> a>vursov> ="_zewb bds2 {if x.mautF =='wap'}wb bds2 keIc" target="/halie">n rel=&q"follow" hm/selection?7854o?url=httn>n rel=&q"follow""heights="shar来自iPhfte客户端rv> tgl1 naiphfte id=div id="$_e="papoi://keIccccc{idthif x.mautF =='android'}wb bds2 keIc" target="/halie">n rel=&q"follow""heights="shar来自Android客户端rv> tgl1 naandroid id=div id="$_e="papoi://keIccccc{idthif x.mautF =='moghte'}wb bds2 keIc" target="/halie">n rel=&q"follow".blog.163.com/7854o?url=httn> 7854o {if !!a}wb bds" t rel=&q"follow" hm/selection?7854o?url=htt${a.un>" fterror06508s0; = .f6ervbitMa${fn1(a.un>字号"> ${a.=2&fI掌琽|escape}{if gr "t260}${su1 nn> }{ }
hidefocus="true"> ="_ze" t rel=&q"follow" _1" styomme/ om" ta${fog.()}${x.-nem span过这篇 cla的人3 phclass="f ounewb bdscc{"> cwd> a>> ="_zewb bds2 "le target="omme/ rel=&q"follow" h="_flogs
0}wb bds"p v> omm"> 他们还span了3 phclass="f
e="pap target="omme/ rel=&q"follow" hm/selection?7854o?url=htt${y.oteda8@16B854Perm eight_1" sty1 nbw-omm <转载记录3 phide" wb bds wb bds2 Ic icn0 icn0-621 nbw-tgl0 nc=v#183> e="pawb bds2 Ic oundu矫金属c78>> ="_ 1 nbwndCount"http://www.lofter.c_1" styomm7v> hidefo${x.m/serB854ted}li${x.m/serB854 hidefo${x.m/serH {"> ="_ze" t rel=&q"follow" _1" styomme/ om" target="_7854o?url=htt${x.un> ="_ze" t rel=&q"follow" _1" styomme/ om" target="_7854o?url=htt${x.un> ="_ze" t rel=&q"follow" _1" styomme/ rel=&q"follow" hm/sel${x.7854ted|"_fa :""|escape}?oteda8@16pan>ee-h ="shar${x.7854Thte|"_fa :""|escape}li${x.7854Thte|"_fa :""|escape}" 4}{br "k}{ }wb bds2 {if !!x = 'blocccce > ="_commendwb bds2 cccce target=" rel=&q"follow" .blog.163.com/7854o?url=htt${x.un> {"> ="_ze" t rel=&q"follow" _1" styomme/ om" ta${fog.()}${x.-nem {if !!(7854Dation.t">B854Perm 转穒lspatgl1 naan> ="_ze" t_1" sty .blog.163.com/rame> /1209067002013${7854Dation.t">B854Perm B854T="sh|escape}" ounewb bdsc{" }wb bds {if !!(7854Dation.nf="B854Perm 转穒rgpatgl1 naan>订阅 ="_ze" t_1" sty om" target="_rame> /1209067002013${7854Dation.nf="B854Perm atgl1 na fc2> cwd> a> Upd cwd> a>vursov> ="_zewb bds2 e target="omme/ . rel=&q"follow" h="_flogs
pngs" h="_flogs
s.og._3w|escape}n26.net/newp${.nesize(han> s..nesrc,ame,150,truo)}"26eight_1" styicauthndC> blogsep">26eight_1" styi/span>eight_1" styimgsWrc>> ="_ze${han> s. ="sh|escape} e="pap> bcccccccc" wb bcccccccc"Re0}wb bdscccccccccccccccc{">7}{br "k}{ }wb bcccccccccccce > ="_ze" th="_flogs
icn0 icn0-62tgl1 naor:">· e="pa${x. ="sh|escape}" bcccccccccccc{"w st}wb bcccccccccccccccc{" }wb bcccccccce < bcccccccceoundu矫金属downl0" wb bcccccccccccce target="ommtex rel=&q"follow" h="_flogs
omm lt>喜h="_family:被span cla="dilorcccceRec_1" styicon blRe喜h="_family:最新 cla="dilorcccceRec_1" styicon blRe喜h="_family:该作者的其他le="width:1cccceRec_1" styicon blRe喜h="_family:博主span="dilorcccceRec_1" styicon blRe喜h="_family:随机dCou="dilorcccceRec_1" styicon blRe喜h="_family:首页span="dilorcccceRec_1" styicon blRe"> sty iv> ounewb bdseoundle="7854Pub">cAccspan cC>ounewb b eoundu矫金属oLofterfamily: omment"cccceoundu矫金属 ;"> eoundu矫金属cloaiddwb bds2 c icn0 icn0-62icon tgl1 naan>ounewb ceoundu矫金属icon >ounewb b/${x.un>) },“我是${c[x.role]}”a style="col{" }wb bdscccca style="cola style="col icn0 icn0-62omm ounewb Perm L/rame> /78543043506&w=100&h=100&act=qbbkfxtj/"; //le="的永久链接,作为le="的潍文标识wb _hept> 签t.sa"; //le=""fc03杂⑽亩汉欧指鬾bs纾""fc01,"fc02"wb _hept> Sg&cPm/sixt.saretext?7854=
/rame> /"; //博客的主页地址,作为博客的潍文标识wb _hept> Paramst.sa&num=5&mone=3&pf240x2 halibf="/hre
W;"com.styldC> pt" idwbwb/ipt" id="wumiiRelatedItems">3043506&3rd/js/0.1.0/ts_ad.PARSC> pt" idwb/ipt" id="wumiiRelatedItems"> -comE nn> ById("j-koala-ads");wb bds2 c kaolaAdsNone &&i(kaolaAdsNone.rgin:.ntent_ft.s"785" w);wb bds}wbC> pt" idwbwbC>ounewb bdscceoundu矫金属ec_1 hllinounewb bdseoundu矫金属lasmb lcr bh e="ciddwb bds2 eoundu矫金属l bl bhn<">ounewbcccccceoundu矫金属hepr b rbnda stylC>ounewbccccC>ounewbccC>ounewbccCoundu矫金属lasor >ouneCoundu矫金属r hnda stylC>ouneCoundu矫金属c hnda stylC>ouneC>ouneC>ounewbCoundu矫金属lasor >wb bCoundu矫金属wkg hddwb bds

页絥> h2>wb bdsCoundu矫金属k">ccccccea hrefruettp://rv> comm8ex rel=&q"follow" om" target="_bsp; | " wbcccccceeight_1" sty 1erS-C> yle="dccccccea hrefruettp://rv> comm8ex rel=&q"follow" om" target="_7854=

/oLoftc/thnn>/li博客风格" wbcccccceeight_1" sty 1erS-C> yle="dccccccea hrefruettp://rv> comm8ex rel=&q"follow" om" target="_7854=
/n>手机博客" wbcccccceeight_1" sty 1erS-C> yle="dccccccea hrefruettp://rv> comm8ex rel=&q"follow" om" target="_act=qbblogpost_8_01"> oke;下载L080_0"> c/www./rss+xpan ="sh="RSS" hideforget="_rame> /1209067002013rss/"mewb bds2 icn0 icn0-62 1erS-C> yle= icn0 icn0-62omm8exle="$_foot_sub pt"biddCeight_1" stytgl1 na can>订阅 yle="dccccC>ounewbccccounewbC>ouneC>ounewbcccc