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_pennystock版 - 黑老大已经发话了,大家仔细读 (转载)
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1 (共1页)
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发帖数: 2252
1
【 以下文字转载自 Stock 讨论区 】
发信人: tooearly (郎教授不炒股), 信区: Stock
标 题: 黑老大已经发话了,大家仔细读
关键字: 高盛,中国,黑老大,白老大
发信站: BBS 未名空间站 (Fri May 13 11:49:45 2011, 美东)
黑老大高盛又在香港发话了,内容见下文。
觉得太长的,教授给个自己读的摘要:
1,我黑老大转述以下白老大的话,白老大他已经怒了。五月九号十号的调查显示,你
们这些投资者一帮猴精都撤回资金准备逃了,sell in May了,不带这么玩的。白老大
说了,我要pump全世界经济形势,看好欧洲,澳洲,加拿大那里也不错。你们资金都给
我回来,该去哪去哪,不知道去哪就去中国。
2,中国股事下半年很可能要彪,通货膨胀目前还不是问题,我们要继续吹大中国,以
及金砖四国。听清楚了,我黑老大说了,中国股市是会发狂的彪的。
3,世界经济复苏,要源于中国。为了让中国发狂的彪,我黑老大准备直接在中国设办
事处,用人民币来炒。你们有数的也都来一起炒,我都这么做了,你们还不放心么?
高盛开始看牛中国股市和看低通货膨胀威胁,暗示黑老大要开始布局了。
p.s.
教授这一阵子忙得像陀螺,乱七八糟却都挺重要的事情有一大堆。实在是无法分出更多
的精力来在股版和大家一起仔细分析大盘和股票,所以很多都是零碎之言,也缺乏体系
和论证过程。我还是暂时淡出一个月,七月份再回来,届时会带来教授的详细TA分析以
及对主席操作的分析和理解,再和大家交流。(教授一直认为TA分析对于中小帐户是重
要的;而越大的帐户,FA分析越重要)。
目前Sell in May的呼声很高,大盘仿佛要崩,但其实不必太在意。黑老大,白老大都
发话了,世界经济还是看好。欧美形成意识共同体,没有人炒作欧债,美债,只要有“
冤大头”继续买,也不是大问题。日本那么大的核危机,不也捂住了?日经前一阵子也
重上了10000点了。政治目的决定了对于世界经济形势大家必须一致看牛。延续教授之
前几个帖子的论点:中国经济目前中期来看极好,长期来看极空。这个最终结果要看中
国胡core,尤其是习core能不能意识到以及执行力如何了。
最后,教授与大家相约盛夏。
附:
Jim O’Neill, chairman of Goldman Sachs Asset Management, said investors
should shed their pessimism and stop hoarding cash amid prospects for a
global stock rally that could start in China.
The view that “the West is in trouble” is wrong when nations including
Germany, Sweden, Australia and Canada are performing strongly, O’Neill said
in an interview with Bloomberg Television in Hong Kong, recorded yesterday
and broadcast today. Investors should “stop worrying so much,” said O’
Neill, known for coining the BRIC acronym for Brazil, Russia, India and
China.
Global investors have tempered their optimism about the U.S. and world
economies and plan to put more of their money in cash and less in
commodities over the next six months, a quarterly survey of Bloomberg
subscribers showed yesterday. The poll, conducted May 9-10, also found that
investors’ enthusiasm for stocks is cooling.
O’Neill, 54, said his strongest hunch is that China’s inflation may be
close to easing, meaning the Chinese stock market may “go crazy” in the
second half of the year. The central bank yesterday raised banks’ reserve
requirements by half a percentage point to lock up cash that threatens to
fuel gains in consumer prices.
The benchmark Shanghai Composite Index rose 1 percent today, the biggest
gain in a month.
‘Every Little Problem’
In the aftermath of the 2008 financial crisis, investors are overly
concerned at the possibility of so-called black swan events, said O’Neill,
using a term sometimes used to describe unlikely occurrences with severe
consequences.
“Every little problem that crops up somewhere in the world is not going to
create another black swan,” he said, adding that “there’s far too much
conservatism,” in terms of investors holding cash.
O’Neill reaffirmed his view that Russian stocks are cheap, on the same day
the nation’s Micex Index (INDEXCF) slid to a five-month low on falling
commodity prices. He also said that a global stock rally “could start in
China.”
His positive comments on the outlook for China came as two people with
knowledge of the matter said Goldman Sachs plans to set up a yuan-
denominated private equity fund in the nation. Chief Executive Officer Lloyd
C. Blankfein attended a ceremony for Goldman Sachs in Beijing yesterday,
the people said, declining to be identified before an announcement.
1 (共1页)
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