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每周股票市场回顾--7月16日

本文发表在 rolia.net 枫下论坛截至今天下午4点,多伦多S&PTSX综合指数收于11,569.65点,仅有0.01%的变化,几乎与上周持平,但综观一周的市场变化却有如座过山车,震荡起伏。

周一大盘未能延续上周的升势,由于今年二季度的季报即将陆续出台,加之近期全球经济不尽如人意,投资者多数在观望,谨慎入市,市场成交冷淡,能源板块在连续三天上涨后回调,而铜价则因中国需求下降而下跌,开盘不久综合指数就调头下行近100点,下午随着部分资源价格恢复,大盘震荡回升,并收复大部分失地,最终收于11,565.76,微跌0.04%。当天十个板块有六个收跌。

周二早上大宗商品价格强劲反弹,另外既昨天美铝发布令人振奋的季报后,今天另一巨鳄英特尔也发布了远好于预期的季度盈利报告,在投资者对经济增长担忧日益严重的环境下,这两份季报无疑是一场及时雨,大大缓解了市场失望情绪,大盘高开100多点,并一直将涨势保持到收盘,大盘成功收于11,672.84点,涨幅达0.93%。当天十个板块全部收涨,信息技术、金融、能源板块领涨。

周三早上美国零售业发布的利空消息,美联储对经济放缓的担忧,加之疲软的油价,大盘下跌,好在几个大公司的优良业绩报告,减缓了投资者的悲观情绪,大盘下午有所反弹,最终收于 11,620.16点,下跌0.45%。当天十个基准板块有九个收跌,其中消费者非必需品板块跌幅最大,能源、金融板块紧随其后。

周四开盘,受前一天美经济利空消息的影响,投资者多持观望态度,市场成交清淡,大盘小幅盘整,收盘前一小时,英国BP公司宣称成功阻止油井漏油,这是自漏油事件发生至今86天来最好的消息,另外高盛投资与美证券交易委员会就欺诈诉讼达成谅解,这两大消息使股市在40分钟的时间里大涨130点,收于11,741.77点,涨幅达1.05%。当天十个基准板块有全部收涨,其中四个板块涨幅超过1%,金融板块领涨。

周五开盘,在一系列美国经济利空消息及几大令人失望的公司盈利报告的影响下,投资者对经济复苏担忧加重,悲观情绪笼罩市场,加币兑美元大幅下挫,大宗商品价格下跌,综合指数一路下行170多点,最终收于11,569.65点,跌幅达1.47%。当天十个基准板块有九个收跌,金融、能源、材料三大板块跌幅均超过1%,只有健康保健板块一枝独秀,上涨2.7%。

周四加拿大房地产协会数据显示,本国六月份房屋销售比五月份下降8.2%,而房屋平均售价也从五月份的$346,881降至六月的$342,662,降幅为1.2%,不过同比去年六月份仍高出4.9%。

美国方面,周三美国商务部公布的数据显示,六月份美零销售较前一个月下滑0.5%,大大超过下降0.2%的预期。当天分析师下调了美2010年的GDP增长预期,而美联储会议称如果本已转弱的经济前景明显恶化,美联储应准备考虑采取进一步措施提振美国经济。周五,路透/密西根大学公布的调查显示,美国七月消费者信心指数初值为66.5,远低于之前74.5的预期。而费城联储及纽约州的调查显示制造业恢复速度减缓。美劳工部数据显示,美六月份消费物价指数较前一个月下降0.1%,这已是连续第三个月下降。更多精彩文章及讨论,请光临枫下论坛 rolia.net
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  • 每周股票市场回顾--7月16日
    本文发表在 rolia.net 枫下论坛截至今天下午4点,多伦多S&PTSX综合指数收于11,569.65点,仅有0.01%的变化,几乎与上周持平,但综观一周的市场变化却有如座过山车,震荡起伏。

    周一大盘未能延续上周的升势,由于今年二季度的季报即将陆续出台,加之近期全球经济不尽如人意,投资者多数在观望,谨慎入市,市场成交冷淡,能源板块在连续三天上涨后回调,而铜价则因中国需求下降而下跌,开盘不久综合指数就调头下行近100点,下午随着部分资源价格恢复,大盘震荡回升,并收复大部分失地,最终收于11,565.76,微跌0.04%。当天十个板块有六个收跌。

    周二早上大宗商品价格强劲反弹,另外既昨天美铝发布令人振奋的季报后,今天另一巨鳄英特尔也发布了远好于预期的季度盈利报告,在投资者对经济增长担忧日益严重的环境下,这两份季报无疑是一场及时雨,大大缓解了市场失望情绪,大盘高开100多点,并一直将涨势保持到收盘,大盘成功收于11,672.84点,涨幅达0.93%。当天十个板块全部收涨,信息技术、金融、能源板块领涨。

    周三早上美国零售业发布的利空消息,美联储对经济放缓的担忧,加之疲软的油价,大盘下跌,好在几个大公司的优良业绩报告,减缓了投资者的悲观情绪,大盘下午有所反弹,最终收于 11,620.16点,下跌0.45%。当天十个基准板块有九个收跌,其中消费者非必需品板块跌幅最大,能源、金融板块紧随其后。

    周四开盘,受前一天美经济利空消息的影响,投资者多持观望态度,市场成交清淡,大盘小幅盘整,收盘前一小时,英国BP公司宣称成功阻止油井漏油,这是自漏油事件发生至今86天来最好的消息,另外高盛投资与美证券交易委员会就欺诈诉讼达成谅解,这两大消息使股市在40分钟的时间里大涨130点,收于11,741.77点,涨幅达1.05%。当天十个基准板块有全部收涨,其中四个板块涨幅超过1%,金融板块领涨。

    周五开盘,在一系列美国经济利空消息及几大令人失望的公司盈利报告的影响下,投资者对经济复苏担忧加重,悲观情绪笼罩市场,加币兑美元大幅下挫,大宗商品价格下跌,综合指数一路下行170多点,最终收于11,569.65点,跌幅达1.47%。当天十个基准板块有九个收跌,金融、能源、材料三大板块跌幅均超过1%,只有健康保健板块一枝独秀,上涨2.7%。

    周四加拿大房地产协会数据显示,本国六月份房屋销售比五月份下降8.2%,而房屋平均售价也从五月份的$346,881降至六月的$342,662,降幅为1.2%,不过同比去年六月份仍高出4.9%。

    美国方面,周三美国商务部公布的数据显示,六月份美零销售较前一个月下滑0.5%,大大超过下降0.2%的预期。当天分析师下调了美2010年的GDP增长预期,而美联储会议称如果本已转弱的经济前景明显恶化,美联储应准备考虑采取进一步措施提振美国经济。周五,路透/密西根大学公布的调查显示,美国七月消费者信心指数初值为66.5,远低于之前74.5的预期。而费城联储及纽约州的调查显示制造业恢复速度减缓。美劳工部数据显示,美六月份消费物价指数较前一个月下降0.1%,这已是连续第三个月下降。更多精彩文章及讨论,请光临枫下论坛 rolia.net
    • Thanks!
      • 下周关注Goldman、Morgan Stanley、IBM、Taxas Instrument、 Apple Inc.、 Microsoft、eBay、Amazon、Coca-Cola、Pepsi等几大巨头的季度报告,另外下周加拿大央行应该会再次提高加息25个基点。
        • Does investors group have its own sector analysis report?
          • Here it is.
            本文发表在 rolia.net 枫下论坛Weekly Market Commentary for the week ending July 16, 2010

            Mixed economic news sends markets slightly lower for the week

            Markets retreated on Friday after advancing earlier in the week on strong corporate earnings results. Recent economic reports are leading to an outlook for a slowing pace of growth in certain sectors of the economy. Releases this week included; the Philadelphia Fed Index and the Empire State survey that show manufacturing is slowing, the semi-monthly University of Michigan survey that revealed consumer confidence slid in early July and a weaker-than-anticipated U.S. retail sales report that showed shoppers curbed their appetites for a second straight month. The U.S. Federal Reserve softened its expectations for GDP growth for the remainder of this year to 3% from 3.5 %. U.S. jobless claims that fell more than anticipated was positive news confirming economic recovery.
            Corporate earnings season kicked off earlier in the week and was overall positive led by strong results from Alcoa and Intel. Alcoa Inc., one of the world’s largest aluminum producers is seen as a bellwether for the economy as many of its products are inputs to other industries. The aluminum company exceeded earnings expectations, gave positive guidance and a healthy profit forecast for the remainder of the year. Intel Corporation, the computer chipmaker, saw profits not seen since the halcyon days of technology a decade ago. They also raised guidance and offered a positive profitability picture for the remainder of the year.
            The three largest U.S. banks also released second quarter earnings. JP Morgan Chase & Co., Bank of America Corp., and Citigroup Inc., posted earnings showing improving credit quality and lower loan loss provisions. Despite this, markets retreated on the news because investment bank profits were down from previous quarters in a more challenging market environment.
            Strong earnings reports from General Electric Co., Marriott International, the largest U.S. hotel chain and CSX, an international railway company, also exceeded expectations and offered positive outlooks for the remainder of the year. Google Inc. marginally missed profit expectations on heavy reinvestment of revenue into research and development. Sales growth is an important measure of business strength as it means increasing revenues are not being driven by cost-cutting, but from an uptake in business. Despite solid earnings reflecting improving economic conditions, stocks markets were preoccupied by the more recent increasing consumer pessimism.
            In other positive developments the U.S Securities and Exchange Commission announced a. $550 million settlement from Goldman Sachs ending a dispute regarding mortgage securities related to the U.S housing collapse. The U.S. Senate passed far reaching U.S. financial reform legislation.
            It is not uncommon for the economy to hit a soft patch after the steepness of the recovery that has been experienced. Most recently, global markets have been assessing economic activity and pricing in a slower growth environment.
            OTHER MARKET AND ECONOMIC EVENTS THIS WEEK:
            • U.S. business inventories rose for a 5th consecutive month
            • Home buying applications dropped 3.1%
            • Jobless claims fell more than anticipated
            • Canada’s leading indicator index signaled strength, up 1% in June
            • Canada housing market cooled, and was off 1.9% in June
            WHAT’S AHEAD NEXT WEEK:
            Canada:
            • Bank of Canada policy announcement
            • Housing starts/building permits
            • Retail sales
            • Consumer Price index
            U.S.:
            • Second quarter earnings
            • Housing market and price index
            • Housing starts
            • Existing home sales
            • Leading indicatorss更多精彩文章及讨论,请光临枫下论坛 rolia.net
            • Thanks Mei! The quarterly reporting period kicks into full swing this week, should be interesting to watch.
              • It is.