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Market Sense 市场意识: Daniel Loh 12月5日 FM958 电台访问 : 中国巨龙已经醒了!
Be decisive, Be patient, Don’t be greedy, Don't be stubborn

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The information contained in is provided to you for general information/circulation only and is not intended to nor will it create/induce the creation of any binding legal relations. The information or opinions provided do not constitute investment advice, a recommendation, an offer or solicitation to subscribe for, purchase or sell the investment product(s) mentioned herein. It does not have any regard to your specific investment objectives, financial situation and any of your particular needs. Accordingly, no warranty whatsoever is given and no liability whatsoever is accepted for any loss arising whether directly or indirectly as a result of any person or group of persons acting on this information. Investments are subject to investment risks including possible loss of the principal amount invested. The value of the product and the income from them may fall as well as rise.

You should seek advice from a financial adviser regarding the suitability of the investment products mentioned, taking into account your specific investment objectives, financial situation or particular needs, before making a commitment to purchase the investment product. In the event that you choose not to obtain advice from a financial adviser, you should assess and consider whether the investment product is suitable for you before proceeding to invest.

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All TA (Technical Analysis) view using charts are for illustration purpose only.
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Monday, 8 December 2014

Daniel Loh 12月5日 FM958 电台访问 : 中国巨龙已经醒了!


美国12月跑到明年1月底

1)      美国Dow Jones昨晚在盘中又创了一个历史高点17937点。
2)      但是整个星期下来,道琼斯才涨了100点。
3)      我们曾经在节目中有提过,美国12月还是会往上升,但是上升的力度会放慢。股市还是会屡次创高点。目前股市会按照我们的计划走。
4)      我们判断大家真正要谨慎的是明年,美国股市可能在明年一月底或二月会有调整
5)      在这里,我提2点为什么我觉得美国股市12月还可能不错?
6)      第一:美国这个月的制造业报告ISM相当好。他的真正数字58.7还好过预期57.9的数字。这也反映了美国的企业相当的健康。这两个月的数字是今年最高的。我们觉得这个好的成绩可能会反映在明年一月最后一个季度的业绩报告。
7)      如果今天美国公布的就业报告,非农业报告也不错的话,美国股市就确认这个月的走势是看涨的。
8)      第二:美国最近black friday感恩节周末零售业的数字还算不错了。IBM的一个报告显示网上购物的数字比去年还要好9.5%。这也证明了美国人今年在这个christmas节日的期间更容易花费。这也会使股市跌不了。我们也会有一个Christmas Rally
9)      从技术图表来看,美国暂时在18000点有一个小阻力。但是突破的可能性相当大。这个月最大的支持是在17580点。

新加坡石油公司有机会吗?

·         新加坡海峡指数现在是3320点。上个月海指涨了70点,表现相当不错。这个星期海指掉了40点。海指下滑的原因时因为星期一香港有一天大跌600点。除此之外,股市还是很平稳的。
·         从技术图表来看,海指的支持点就在3300点。阻力就在3380点。
·         如果海指到了3380点,可能大家短期就要小心。
·         目前波动最大,跌的最深的领域就是能源股。最近Opec不减产的消息驶到石油大跌,能源领域的股票也大跌。但我依然觉得是一个机会。
·         对我来说,恐慌就是机会。这是一个可以买到又便宜又好的成长股的机会。我是觉得只要油价稳定保持在70以上至少三周,石油公司就有机会反弹。
·         大家请耐心等待,我判断石油明年一月或最迟二月会在70以上。那时大家就可以行动投资一些能源股。
·         美国政府我判断不会让美国石油公司面临倒闭或破产的可能。Opec如果不减产,可能美国自己减产。这几个月,大家可以留意美国政府对石油价格的举动。



中国牛市跑到明年6月

·         这条巨龙真的醒了!这一整年,我们一直在节目中有呼吁大家,2500点是上证重要的重要观卡。突破2500点,中国股市可能从熊市转为牛市。
·         这几天我们已经可以看到2500点过后,这10天内上证指数既然跑了500点。每一天平均跑个50点。
·         这就叫做疯狂!
·         今天盘中股市到了接近3000点。2978,就掉了下来。
·         这条巨龙真的醒了。(下个星期我们下个星期会详细讨论中国的股市。)
·         我们判断2015年全世界最受瞩目的会是中国股市。因为会大起大落。跟去年日本股市从熊转牛一样。
·         2015年上半年我们判断中国股市掉不了,几乎每个月跑。但是2015年下半年,股市会有一个大调整。
·         目前,我呼吁大家抓住机会买一些中国银行股或任何高股息的指数股。这些股票到明年六月表现都应该不错。
·         这几个月,任何下滑的月份都不会长久。下了就反弹。下了就反弹。



香港绝对不要错过!

·         香港现在是24030点。
·         这个星期一港股有一个大掉,600点,把股市推到23300点的低点。
·         掉的原因是因为示威的原因。
·         我们曾经也在节目中有提过,只要港股因为示威而掉多了,大家一定要抓住机会去买。你看这个星期掉一个600点,现在都赚回了。不要害怕示威,对我们投资家来说都是机会。
·         泰国每年都示威,状况更严重,但是每次股市因为示威掉了过后,就反弹。
·         我们觉得沪港通和中国进入牛市的因素会让恒生突破25000点。
·         大家一定不要错过任何下滑的机会。


日本大选前掉不了

·         日经期货指数现在是17930点。
·         两个星期前,我在节目中说过不要管日本经济有没有萧条。
·         股市还是很健康,掉不了。
·         日本经济暂时是跟股市脱钩了。
·         日本要解散国会要进入大选。
·         大选前,我觉得股市都非常强劲
·         大家要相信总统Abe经济学。
·         Abe又印钞票,又拿了日本的CPF去买自己国家的企业。

·         大选前就一个字,上!

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