娛樂滿紛 26FUN's Archiver

笨小孩 發表於 2007-8-10 11:09 PM

[焦點討論] 美國次按問題惡化,引發全球股市暴跌

[b]火燒連環船[/b]

次按風暴,直捲全球!


次級按揭問題引起對信貨收縮的憂慮:
[list]
[*]在周四,歐洲央行向貨幣市場注資948億歐元。
[*]隨後美國FED向貨幣市場240億美元資金
[*]日本中央銀行其後也跟隨歐洲央行,注資一萬億日圓
[*]歐洲中央銀行周五再次注資入銀行體系610億歐元
[/list]

不斷注資,反映問題嚴重性:giveup: 布殊又出口術叫市場冷靜,

個個都好驚,點冷靜:confused:


大家點睇今次次按危機呢?

後市又點睇呢?:confused:

[size=3][color=Orange][b]歡迎對美國次按問題發表個人意見![/color]

[color=Red]回覆得好,有分加[/color]:clap:[/b][/size]

[[i] Last edited by 笨小孩 on 2007-8-10 at 11:42 PM [/i]]

qulapo 發表於 2007-8-10 11:21 PM

cash is king

credit crunch will make it more difficult and costly for companies to get loans to fund their operations and expansions

if you must hold stocks, stick with companies with tons of cash on their balance sheets

whoever with the deepest pockets will outlast their competitors in this environment

i don't think the credit situation will improve until housing prices and foreclosure rates in the u.s. stabilize

d228216 發表於 2007-8-10 11:26 PM

我覺得次按係藉口, 高位放貨, 低位回收, HSI 星期一QdII/歐美熱錢流入, 大幅返彈千點, 成交新高達1500億.

笨小孩 發表於 2007-8-10 11:29 PM

[quote]Originally posted by [i]qulapo[/i] at 2007-8-10 11:21 PM:
cash is king

credit crunch will ... [/quote]


[size=3][color=Orange][b]首發+5分以作鼓勵:lol:[/b][/color][/size]


歡迎繼續討論:agree:

locklock 發表於 2007-8-10 11:33 PM

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locklock 發表於 2007-8-11 12:01 AM

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笨小孩 發表於 2007-8-11 12:03 AM

[quote]Originally posted by [i]locklock[/i] at 2007-8-11 12:01 AM:

cash is king 睇到黎句野就生氣!:a... [/quote]


大陸人話你知:打劫不如炒股票:dev:

d228216 發表於 2007-8-11 12:09 AM

Good News

納指一度倒升
Dow 13,222.80  ↓47.88 (0.36%)
Nasdaq 2,554.49  ↓2.00 (0.08%)
S&P 500 1,452.09  ↓1.00 (0.07%)
10-Yr Bond 4.75%   ↓0.04
Friday, August 10, 2007, 12:09PM ET

[[i] Last edited by d228216 on 2007-8-11 at 12:11 AM [/i]]

笨小孩 發表於 2007-8-11 12:18 AM

[quote]Originally posted by [i]d228216[/i] at 2007-8-11 12:09 AM:
納指一度倒升
Dow 13,222.80  ↓47.88... [/quote]


:clap::clap::clap:

1千點!少個崩就剪晒你d鬚,"鬍鬚佬"變"無須老":naughty::naughty::naughty:

d228216 發表於 2007-8-11 12:21 AM

[quote]Originally posted by [i]笨小孩[/i] at 2007-8-11 12:18 AM:



:clap::clap::clap:

1千點!少個崩就剪晒你d鬚,"鬍鬚佬"變"無須老":naughty::naughty::naughty: [/quote]
Dow 13,232.39  ↓38.29 (0.29%)
[color=Red]Nasdaq 2,557.86  ↑1.37 (0.05%) [/color]:clap::clap::clap:
[color=Red]S&P 500 1,451.78  ↑1.31 (0.09%) [/color]:clap::clap::clap:
10-Yr Bond 4.75%   ↓0.04
NYSE Volume 2,434,213,000
Nasdaq Volume 1,582,626,000
Friday, August 10, 2007, 12:20PM ET

笨小孩 發表於 2007-8-11 12:24 AM

[quote]Originally posted by [i]d228216[/i] at 2007-8-11 12:21 AM:

Dow 13,232.39  ↓38.29 (0.29%)
[... [/quote]


榮歸大結局,秋官效應結束?:clap::clap::clap:


好似4點先收市喎,咁快咁開心,唔通你揸左好多期指或call輪?:naughty::naughty:

不過,漫漫長夜…唔知捱唔捱到收市:haha:

red0011101 發表於 2007-8-11 12:27 AM

may be U.S property market just like HK(1998-2005)....慢慢陰乾....有負資產出現...破產大升....基金有部分 close up ....債券利率升......銀根收縮.....comp revenue 下降....工人就業差...影響全球消費市場.....股市下降....
因中國發展內部需求強烈.....故可 support 一下市場信心.....and 人民存款大量 ....影響不太大....只要過幾年信心回復...問題淡化.... 商業周期上升...經濟便 ok ga....
and 最大鑊應是大選後....共和黨因爭票會頂住問題不爆...多次出口術便知...
入市小心...若不賣手上 share ....請轉國產大企業股.......
小心...小心...

d228216 發表於 2007-8-11 12:27 AM

[quote]Originally posted by [i]笨小孩[/i] at 2007-8-11 12:24 AM:



榮歸大結局,秋官效應結束?:cl... [/quote]
高速反彈啦:clap::clap:
**** Hidden Message *****

qulapo 發表於 2007-8-11 12:44 AM

[quote]Originally posted by [i]locklock[/i] at 2007-8-11 12:01 AM:

cash is king 睇到黎句野就生氣!:a... [/quote]

sigh, please stay calm and on topic

there's a time for stocks, and a time for cash

all i'm suggesting is that now is a good time to consider holding cash or cash rich companies as credit problems escalate

subprime is not a global problem, but it is the trigger that leads to a global credit crunch as overleveraged funds sell their assets or borrow money to meet increased margin requirements

this puts downward pressure on asset prices and upward pressure on borrowing costs

this is likely going to last quite a while given the amount of leverage many big funds have been using

we had similar global credit crunches at the end of the filter-074 financial bubble in 1997-1998 and the tech bubble in 2000-2001

holding cash and cash rich companies during those periods turned out to be a good move

anyway just a word of caution from my perspective

what you do with your own money is entirely up to you

china is in a world of its own as its currency is not freely convertible

foreign investments and loans into china are highly regulated to begin with, so the global credit crunch is unlikely going to have much of an impact

locklock 發表於 2007-8-11 12:54 AM

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qulapo 發表於 2007-8-11 01:09 AM

[quote]Originally posted by [i]locklock[/i] at 2007-8-11 12:54 AM:

如果歐美央行唔出手,就會如你所願... [/quote]

the ecb, the fed, and other central banks around world always add liquidity into the markets when faced with a credit crunch

it is the only thing they can do to ease the panic, but doesn't change the fact that there's a global credit crunch

the last time they made such a concerted move was right after the sept 11 attacks in 2001

the move supported the markets for a while but did not prevent the markets from hitting a true bottom a full year later in late 2002

central banks can add as much liquidity as they want but the markets have ideas of their own

whether stocks go up or down i could care less, i have been trading for a living for years, be it in a bull or bear market

all i'm doing is sharing my experience and hoping for points

啜皇 發表於 2007-8-11 01:20 AM

現在只係[color=Red][size=6]淡[/size][/color]友玩野,學董伯伯話:[[[color=Black][size=6]香港好[/size][/color],[size=6]國家好[/size],[size=6]國家越好[/size];[size=6]香港更加好[/size]。]]到時淡友收工[[因為中國升市中]],[color=Green][size=6]我地股友一定更加好[/size][/color]。:agree::clap::clap:

locklock 發表於 2007-8-11 02:12 AM

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qulapo 發表於 2007-8-11 03:11 AM

[quote]Originally posted by [i]locklock[/i] at 2007-8-11 02:12 AM:

你講咁多都係過去歷史!911過時... [/quote]

believe what you like, but it's unnecessary to attack others' ideas or viewpoints by calling names and such

i agree stocks are good investments over the long run, but it doesn't hurt to be cautious when you can see that credit is drying up

whether you like it or not, history gives us a good frame of reference, and i'm simply stating facts when i say that central banks add liquidity whenever we face a credit crunch

this is only one of many times that central banks have added liquidity to the markets

straight from bloomberg

[quote][url=http://www.bloomberg.com/apps/news?pid=20601087&sid=a8PM3DfGxMnU&refer=home]In a statement today, the ECB said it was providing emergency funds ``to assure orderly conditions in the euro money market.'' It allotted 100 percent of the 49 bids at a fixed rate of 4 percent.

It was the first operation of this type since the attacks of Sept. 11. A day after the attacks, the bank allocated 69.3 billion euros, followed on the Sept. 13 by a 40.5 billion euro award.[/url][/quote]

again, the problem i see is not directly related to subprime, subprime is simply the trigger that led to a wave of fund unwinding their overleveraged positions and causing the global credit crunch that we are seeing now

the global credit crunch is the real problem, as it was in 1997-1998 and 2000-2001

the financial and tech bubbles were also only triggers

central banks can intervene all they want, but the markets simply need time to sort out the credit imbalances

could be as short as a few months, as in july - oct 1998, or as long as a few years, as in sept 2000 to sept 2002

holding cash or stocks in cash rich companies outperformed the overall stock market during these periods with global liquidity problems

the point is, by the time central banks realize that credit problems are so big that they have to step in and add liquidity globally, their actions do little to ease the panic

it is usually a good signal to take money out of the markets, rebalance portfolios, and look for a better time to put money into the markets again

read what you like, take away what you will from this, i only want to get the facts straight and i have nothing to gain other than a few extra points

andyandyandy 發表於 2007-8-11 05:36 AM

大家好似仲看好後市,但美國次案還未結束,全球股市仍處於下調危機,
基金公司經理還未出手,但佢哋都"若"視準備大量出貨,俾你一個操手不及.
不論有貨冇貨都好,還是要有心理準備小心謹慎投資好d.

美國道瓊斯股市今天曾下跌至超過200點,尾市跌勢收窄
道瓊斯 13,239.54 -31.14 -0.23%
納斯達克 2,544.89 -11.60 -0.45%

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