中国股票讨论帖

快乐的小旗

原帖由 油花生 于 2007-12-6 13:56 发表


吕梁英雄传？？？ 这么说来 克鲁伊维特岂不是克鲁伊夫的儿子？

年轻人，听你说话的口气，就知道７０后８０初的

多学学中国的历史吧

sweeet

最近确实好了很多，因为政府也有公墓基金来做庄了，还可以利用政策优势，所以几乎是屡战屡胜的。个人感觉哈，反正越来越会玩了。

油花生

原帖由 快乐的小旗 于 2007-12-6 15:14 发表

年轻人，听你说话的口气，就知道７０后８０初的

多学学中国的历史吧

这小哥，我要真这个年龄该多好啊，你还是给我们讲讲庄家吕梁和吕梁英雄传吧。

快乐的小旗

这么更你说吧，吕梁和习近平是同龄人，他父亲和习仲勋是同龄人，是吕梁山英雄传的原型，老革命，翻翻过去吕梁的传奇报道，从未提起他的生平，讳莫如深啊,呵呵。

不知也罢。股龄短可以谅解。

黑山老妖

原帖由 快乐的小旗 于 2007-12-7 07:42 发表
这么更你说吧，吕梁和习近平是同龄人，他父亲和习仲勋是同龄人，是吕梁山英雄传的原型，老革命，翻翻过去吕梁的传奇报道，从未提起他的生平，讳莫如深啊,呵呵。

不知也罢。股龄短可以谅解。

拉过凳子来听故事。

5i1122

水了水了

vmaya

不知是否有吕梁最新故事，现在再那里翻江倒海

油花生

原帖由 page0023 于 2007-12-7 16:32 发表
谁要吕梁故事，请留下Email。

没有反弹几个点你就得意成这样，劝你还是申购新股吧，股市涨了，新股申购的资金就变少了，中签率会提高不少的。

黑山老妖

http://www.bloomberg.com/apps/ne ... H3_4&refer=home

China Tells Banks to Raise Reserves to Cool Economy (Update3)

By Nipa Piboontanasawat and Li Yanping

Dec. 8 (Bloomberg) -- China ordered banks to increase reserves by the most in four years to try to prevent the world's fastest-growing major economy from overheating.

Lenders must put aside 14.5 percent of deposits as reserves, starting Dec. 25, up from the previous 13.5 percent, the People's Bank of China said today on its Web site. The ratio is the highest since at least 1987 when the data began and the increase is twice as much as the nine others this year.

The decision comes before a visit to Beijing next week by U.S. Treasury Secretary Henry Paulson, who said Dec. 5 that China's government should allow the yuan to appreciate at a faster pace to reduce the nation's record trade surplus. China's surging exports are pumping cash into the financial system, fueling inflation and concern the economy will overheat.

The larger-than-usual increase ``reflects the urgency of inflation concerns of the government,'' said Liang Hong, an economist at Goldman Sachs Group Inc. in Hong Kong. ``The move will help strengthen the credibility of the central bank and anchor inflationary expectations.''

Today's move will take about 380 billion yuan ($51 billion) out of the banking system. Local-currency deposits stood at 37.9 trillion yuan at the end of October.

Chinese leaders and officials, during a three-day annual economic work conference this week, highlighted economic overheating and ``evident'' inflation as key risks for 2008, after the world's fourth-largest economy expanded more than 11 percent over the past three quarters.

``The increase is in line with a tightening monetary policy after the central economic working conference, and aims to strengthen liquidity management and curb overly fast credit growth,'' the central bank said in the statement today.

Trade Partners

Paulson has argued a stronger yuan would slow the expansion of China's trade surplus and reduce tension with international trading partners.

``A more flexible currency is especially important now, when the risks of inflation are clearly rising,'' Paulson said in a speech in Washington this week. A stronger currency would lower the price of imported goods such as iron ore, oil and grain. It would also help to staunch the flow of money into the economy by pushing up export prices.

The yuan has gained 12 percent against the U.S. dollar since abandoning its peg in July 2005 and fallen 8 percent versus the euro.

``The best way for China to deal with its current economic problems and manage excess liquidity would be to allow faster currency appreciation,'' said Wang Qian, an economist at JPMorgan Chase & Co in Hong Kong.

Higher Prices

China's consumer prices jumped 6.5 percent in October from a year earlier. Inflation is accelerating because of higher food, energy and labor costs.

Faster inflation makes it harder for the government to prevent asset bubbles because people would rather put money in stocks or property than leave it in the bank to lose value. Household savings fell by 506.2 billion yuan in October from September.

Today's ``more aggressive tightening will likely put downward pressure on China-related assets in the short term,'' Goldman's Liang said.

The key CSI 300 Index of shares has climbed 147 percent this year even after declines since mid-October. House prices in 70 major cities jumped 9.5 percent in October from a year earlier, the biggest increase since records began in August 2005.

The People's Bank of China has raised interest rates five times this year, boosting the key one-year lending rate to 7.29 percent, the highest since 1998, and the deposit rate to 3.87 percent.

Curb Lending

It also sells bills to drain cash from the financial system and has instructed banks to curb lending.

``The big increase in the reserve ratio suggests the start of a tightening monetary policy,'' said Lian Ping, chief economist at Shanghai-based Bank of Communications Ltd.

The banking regulator will set a stricter cap of 13 percent on commercial lenders' loan growth in 2008, down from the 15 percent target this year, the China Business Journal reported on Dec. 3.

``Raising reserve requirements to control liquidity is easier and less expensive'' than selling bills, Sun Mingchun, an economist at Lehman Brothers Holdings Inc., said before today's decision. ``The cost is its bad effect on bank profitability.''

The central bank pays 1.89 percent interest on the reserves it requires banks to set aside.

Target Breached

Money supply grew 18.5 percent in October from a year earlier, breaching the central bank's annual target of 16 percent for the ninth straight month.

Banks have extended 3.5 trillion yuan of new loans so far this year. Seven banks including Agricultural Bank of China are banned from making new loans this year, the official Shanghai Securities News reported Nov. 29.

Loan growth, soaring company profits and cash raised in buoyant stock markets have fueled an acceleration in factory and property spending.

Fixed-asset investment in urban areas increased 26.9 percent through October from a year earlier. That was up from 24.5 percent in all of 2006 and raises the likelihood of idle factories and bad loans in a slowdown.

To contact the reporter on this story: Nipa Piboontanasawat in Hong Kong at npiboontanas@bloomberg.net Li Yanping in Beijing at yli16@bloomberg.net
Last Updated: December 8, 2007 06:27 EST

黑山老妖

找到关于吕梁的文章了：http://business.sohu.com/35/13/column200331335.shtml

vmaya

原帖由 黑山老妖 于 2007-12-9 11:20 发表
找到关于吕梁的文章了：http://business.sohu.com/35/13/column200331335.shtml

alex1031

11日，沪深两市冲高回落，尾盘急剧拉升，颇耐人寻味:)

alex1031

上证指数开盘5180.54，盘中最高 5209.71，最低5103.75，收盘5175.08，涨幅+0.25%，全天成交1081.23亿。

冷空气

12日，上证又跌破5000点了，4958点收盘，只有88家公司上涨。仅中石油就使得上证指数跌至少15个点。（中石油怎么净不干好事……）

原本很看到的股票，现在也受大盘影响跌了不少。

alex1031

不用怕，只要基本面没变，行情就不会差到哪里去。今天大跌，估计和明天申购太保有关，相信只是短暂调整。:si83

黑山老妖

我估计计跌到4800左右止住。

alex1031

哪怕止住，我还是不看好大盘（个股除外），估计明年才能有所起色:si87

冷空气

嗯！你这么一说我就更有信心了。

那我还是继续看好我的宝贝股。继续从容。

冷空气

啊？怎么又不看好了？？

黑山老妖

我觉得图上看大盘还是可以的。
不知道Alex为什么说不看好呢？能不能讨论一下？

alex1031

你前面说很看好某些股票，所以我说只要基本面不变，个股行情差不到哪里去；对大盘，我一直认为要保持谨慎的态度呀:si89

黑山老妖

你觉得大盘还有转折？

冷空气

哦，呵呵，谢谢！

昨天北京开房地产大会，保利地产的人说希望一段时间让保利冲出100。

不知道是不是他们的美好愿望，也不知道这一段时间是多久。

alex1031

目前上涨缺乏足够人气和动力，于消息面和资金面都没有什么进一步的展望和刺激。目前，国内CPI再次创新高，明年的货币政策定调为适度从紧，各商业银行的新增信贷要按季上报（可能影响或暂缓某些行业发展和项目开发）。管理层手上的发行大额央票、调高存款准备金率和加息等冰镇手段还没有完全失效，那就意味着在关键时刻还会使出这三板斧。另外在金融领域，国家的监控力度也在不断加强，原本不太受到行政约束的外资银行也开始被人行和银监找去个别谈话，要求控制贷款增长规模，并对外资法人银行提出更高的人民币存贷比例要求，所以。。。。。。谨慎小心为上:si100

冷空气

希望大盘平稳缓慢上升

alex1031

原帖由 冷空气 于 2007-12-13 19:35 发表
哦，呵呵，谢谢！

昨天北京开房地产大会，保利地产的人说希望一段时间让保利冲出100。

不知道是不是他们的美好愿望，也不知道这一段时间是多久。

那基本可以肯定是个坑子，明年的房地产还是少碰为好，等行业形势缓和了再进去不迟:si22

alex1031

原帖由 黑山老妖 于 2007-12-13 19:34 发表
你觉得大盘还有转折？

这档口，很难说会上还是下，但应该不会大涨，在5100点左右做盘整（牛皮市）的可能性较大，保险点还是看明年初的行情再定，但长期应该相当地不坏，希望还有吃肉的机会:si98

alex1031

原帖由 冷空气 于 2007-12-13 19:43 发表
希望大盘平稳缓慢上升

:si20 同希望，如果年底大盘能小碎步缓慢上升，那明年就有大戏看啦:si79 :si79

alex1031

　　周四受宏观政策以及明日将发行三只新股的影响，再加上周边市场大幅下挫。上证综指低开低走，金融地产板块依旧表现疲弱，并且有扩散的迹象，导致大盘在午后出现快速下跌。5000点关口再度失守，市场人气再一次遭到打击。从盘面看，金融地产整体跌幅超过2%，其它权重股也加入杀跌的行列，中国石油、中国铝业、中国神华、招商银行的大幅下挫成为导致大盘快速下跌重要因素；盘中仅有电子信息、商业连锁板块的个股表现活跃，海星科技、长百集团等涨幅居前；技术上，由于金融、地产两大板块仍没有结束调整的迹象，上证指数短期下跌趋势仍在，估计后市仍将继续震荡盘跌走势。压力位为5200点区域，支撑位4900点区域附近。投资者在操作上应该顺应形势，轻大盘重个股，重点关注中、小盘具有高成长性的个股。

base

放量跌．．．我的２　只地产都要跌停了．