2006/10/18 市场评论
指数在这个位置可能会盘整一段时间。目前是宽幅震荡,以下几个交易日可能都是宽幅震荡,周五OE还会有一些变数,特别是GOOG 明天盘后出ER。NDX今天下探1695有支撑,即使下跌空间也不大,1680应为强支撑。依然维持强势的Naz领涨股有MSFT/SBUX/ORCL.
今天INTC ER后虽然涨了,但高开低走,并没有把Naz盘子带起来。JPM猛跌,开盘带领C/BAC下跌,但C/BAC随即止跌,由于IBM的跳空高开,指数全天处于拉锯状态。在目前这个高位宽幅震荡会使短线换手增加,造成成交量放大。
INTC没把Naz盘子带起来,NDX也比Naz弱,这波启动后,这是第一次出现。但SP500,依然强劲。JPM掉了一块多,但SP500还是创了新高,C/BAC随后拉了起来。至少到明天不会大跌,不会给熊方出逃的机会。
再次像样走高可能会是MSFT ER后,差不多是这波的尾声了。然后应会有一个像样的回调。 SP500的支撑依次是1350,1340,1330,1310,1290。
昨天10/17:
MSFT/GOOG/CSCO are very drop-proof.
YHOO gets strong support. $25 call might be the best choice since it's going to have ER today.
INTC it's still above $20.75 support even with a downgrade and big volume so far today.
Financial sector in SP500 is very strong. It dropped a lot yesterday while index was up. JPM/C/BAC look very good.
With today's good correction, OE day may be expected as a good day.
QQQQ may be subject to drop a little more. Might not a good entry point now.
Till yesterday, many shorts were forced to cover. With today's good correction, the next several days may look like rebounce to attract bears. Be careful, in a bull market, one is supposed to long. Don't be scared by the correction. It's health!