v*****k
发帖数: 7798 | 1 【 以下文字转载自 Chinook 俱乐部 】
发信人: vanmark (controlled aggression), 信区: Chinook
标 题: China projects 7.5% growth
发信站: BBS 未名空间站 (Sun Mar 4 22:28:48 2012, 美东)
Some speculations
-> according to CNBC, this means "more domestic consuming, less
exporting"
-> RMB appreciates against Dollar
&& Dollar still far stronger than Euro
&& election year
-> Bad for materials, but not necessarily bad for energies. Should be
no
effect or even positive effect for Tech
-> Good for sina/sohu/Tecent/?
&& good for strong dollar (against others except RMB)/job data in US
&& good for consumer discretionary/service/industry stocks? |
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