U.S. stocks, the United States room Crazy letter central mother or letter economy – Sohu Finance-www.dytt8.net

Stocks, real beauty Qi Crazy: central mother letter or letter – the latest economic data? Sohu financial [Ministry of Commerce on Tuesday showed that new home sales hit a 7 year high in July, sales of new homes in the United States at an annual rate of 654 thousand, significantly higher than market expectations of 580 thousand units, growth of 12.4%, an increase of up to 31.3%. Not only did US stocks ignore the "callback" rumors and record high prices, but the US property market was also in full swing. In August 24th, the United States’ three major stock indexes rose again and again, and the new residential sales in July hit a new high in October 2007. In the face of this spectacular market is divided into two factions — the pessimists think, from all walks of life for the Fed continued to loose the prospect of overconfidence; optimists think that support the prosperity of American economy continues to recover the property, in a low interest rate environment, stocks are still the pursuit of high returns and ideal goal. Even if there is a risk of pullback in the U.S. stock market, the magnitude of the stock will not be too large, but it is still the time to buy. The future is more optimistic about the value of undervalued small cap stocks performance." One of the world’s largest company owned tube group business development director Zeng Shao Meisheng Department of the "first financial daily reporters. In his view, the three reasons support the recovery of the U.S. economy, good U.S. stocks. U.S. housing sales innovation, employment data remain stable; second, low interest rates in the United States, energy consumption is low, is still a "sweet spot" (sweetspot); third, business revenue continues to grow." On the property market, real estate CEO Gu Ying Liu Yang told reporters that "the United States income continued to rise, the inflow of personnel, especially such as Losangeles, San Francisco real estate has a greater appreciation of space." The three major U.S. stock indexes climbed in August 24th, the S & P 500 index closed up 0.20%, at 2186.90 points; the Dow Jones industrial average rose 0.10%, to 18547.30 points; Nasdaq composite index closed up 0.30%, 5260.08 points. Jiasheng KelvinWong group analyst told reporters: "the S & P 500, the hourly chart (short term) random index has reached the overbought area, but did not make any bearish divergence signal, the distance is still seriously overbought space. These suggest that the momentum of the stock index remains intact. Target 2200 points." In terms of stocks, best buy jumped 20% to $39.23, creating the biggest gain since 2001. Prior to that, best buy announced quarterly sales data exceeded expectations. "This shows that the market has some confidence in consumption," said JackDuffy, chief trading advisor at AuerbachGrayson, an investment agency. He believes that the rebound in oil prices has also pushed stock prices for energy companies; in addition, real estate developers are also the biggest beneficiaries of the bull market. The three real estate companies Paldi (PulteGroup), Horton (D.R.Horton), layna company (Lennar) shares rose nearly 3%. MarkWatkins, a regional investment manager at BofA wealth management, said he was cautious.

美股、美房齐疯狂: 信央妈or信经济?-搜狐财经  [商务部周二的最新数据显示,新屋销售创7年来新高,7月美国新房销量按年率计算为65.4万套,明显高于市场预期的58万套,环比增长12.4%,同比增长达到31.3%。]   不仅美股无视“回调”传言而屡创新高,美国楼市也热火朝天――8月24日,美国三大股指再度齐齐收涨,美国7月新建住宅销量意外创下2007年10月来新高。   面对此番盛景,市场分成了两派――悲观派认为,各界对于美联储持续宽松的前景过度自信;乐观派则认为,美国经济持续复苏支持房产繁荣,在低利率环境下,美股仍是追求高收益的理想标的。   “美股整体就算存在回调风险,但幅度料不会太大,仍是买入时机。未来更看好估值仍被低估的小盘股表现。”全球最大资管公司之一的美盛集团业务拓展董事曾邵科对《第一财经日报》记者表示。在他看来,三大理由支持美国经济复苏、利好美股。“美国房产销售创新高、就业数据等保持平稳;第二,美国利率处于低位、能源支出较低,仍是一个‘甜蜜点’(sweetspot);第三,企业营收持续增长。”   就楼市而言,鎏洋置业CEO顾瑛对本报记者表示,“美国薪资收入持续上升、人员流入增加,尤其如洛杉矶、旧金山房产具备较大升值空间。”   美国三大股指攀高   8月24日收盘,标普500指数收涨0.20%,报2186.90点;道琼斯工业平均指数收涨0.10%,报18547.30点;纳斯达克综合指数收涨0.30%,报5260.08点。   嘉盛集团分析师KelvinWong告诉记者:“就标普500来看,小时图(短线)随机指标已经到达超买区域,但并未发出任何看跌背离信号,距离严重超买也尚有空间。这些暗示股指的上涨动能保持完好。目标2200点。”   就个股来看,百思买暴涨20%至39.23美元,创该公司2001年以来最大涨幅。此前,百思买公布的季度销售数据大超预期。   “这展现出市场对于消费有了一些信心,”投资机构AuerbachGrayson首席交易顾问JackDuffy表示。他认为,油价反弹也使得能源企业股价受到推动;此外,地产商也是美股牛市中的最大受益者。美国三大房地产公司帕尔迪(PulteGroup)、霍顿公司(D.R.Horton)、莱纳公司(Lennar)股价大涨近3%。   美国银行财富管理部区域投资经理MarkWatkins表示,他已经在谨慎买入美国地产股和消费股,因为美国人尤其是年轻人群对于经济更加自信,并开始加大消费。   市场过于自信?   在市场疯狂之时,“回调”的担忧也难免相伴而行。   《华尔街日报》昨日便发文表示,“美国股市很安静,安静得有些过头。”即便按照8月份的标准衡量,标准普尔500指数也极其平静,波动幅度为20多年来该月最低水平,该指数在过去30个交易日中,只有五个交易日的涨跌幅度超过0.5%。尽管夏季交易员休假,但当前成交量萎缩幅度也远超夏季假期的一般水平。“这种淡定是各国央行向困难重重的市场大举注资所带来影响的又一体现。当你可以悠闲地坐收股息并且相信决策者会提供支持时,为何还会担心?但缺乏担忧本身往往是令人担忧的一个理由。”   此外,高盛的“唱衰”无疑又加重了投资者的后顾之忧。据悉,在近期一份致客户的报告中,高盛策略师将其团队投资组合的股票权重推荐从“中性”调至“减仓”,即在未来三个月减持美股。   “在我们看来,股市依然处在‘宽幅扁平’区间的上限位置,并且现在接近顶点。我们不建议增持股票,尤其在此轮股市上涨后。”高盛也指出,中国经济放缓、全球政策的不确定性(尤其是欧洲)、意大利银行坏账问题,以及美联储温和加息相关预期等,这都令人感到担忧。   不过,主流观点认为,此次的短期看空并不代表另一次危机。曾邵科对记者表示,预计此后即使美股回调,也是健康的回调,幅度不会很大。“当指数到高位时,还是要找基本面较好、估值仍被低估的股票。因此,当前对美国小盘股更为乐观。”罗素2000指数则代表美国小盘股。   美国楼市也疯狂   对于美股而言,经济复苏无疑是一大支撑。楼市的火热也从另一角度佐证了经济复苏论。   商务部周二的最新数据显示,新屋销售创7年来新高,7月美国新房销量按年率计算为65.4万套,明显高于市场预期的58万套,环比增长12.4%,同比增长达到31.3%。   今年的整体市场环境都利好美国楼市。例如,贷款利率处于历史低位、收入持续上升、失业率创金融危机来新低(4.9%),这都支持房价上扬。数据显示,7月末,平均30年贷款利率为3.48%,较去年同期下滑0.5个百分点。   根据美国房地产协会数据,二手房销售量也升至10年来新高,新屋占总销售的10%。不过,当前的新房销售增幅仍远低于2005年峰值的139万套。   分区域而言,顾瑛对记者表示,纽约低价已经比较贵,但如洛杉矶、旧金山等气候宜人、估值仍较合理的西部地区仍有升值空间。   其实,美国楼市的升值趋势早已开始。早在去年二季度,美国房屋中位数为18万美元,已比一季度上涨了1.1%,和前年同期相比上涨了3.3%。从全国来看,去年二季度房价仍然要比2007年二季度出现的房价峰值――19.64万美元低8.3%。相关的主题文章: