风险资产涨得有点儿心慌了，近期会不会大幅回调啊？

jeffxia

中国创业板盘中刷新历史新高；腾讯市值突破一千亿美元、自上市以来股价上涨一百倍；香港股市自七月以来上涨百分之十一；澳洲股市再创五年新高（金融危机以来）；澳元今晚冲击0.94美金，令多数外汇专家目瞪口呆；

澳洲四大银行一起进入世界上最贵的前十间银行，占ASX200指数的比重达百分之三十，其在世界银行指数的份额从十年前的百分之二上升至目前的百分之十四，asx金融指数过去一年上升了百分之三十二，成为世界最佳投资标的；其中COMMBANK被UBS评为世界上最昂贵的大型银行，其股息接近发行价、百分之六十由大叔大妈个人投资者持有。

卖了吧，担心市场再度逼空式上涨、资金踏了空；拿着吧，受到警告：“I should warn you I was in London last week and one of the bigger questions I got was ‘why the hell are the Australian banks performing so well?’” Bank of America Merrill Lynch chief global equities strategist Michael Hartnett told his bank’s conference。

今晚美国股市要是再度暴涨，明天是不是该出点儿货了？

白雲山民

買磚頭？

deen

DOW开市升150点。

jeffxia

澳洲金融、房地产风险开始聚集。


--Melbourne posted its strongest auction clearance rate last weekend in six months, while 84 per cent of Sydney homes up for auction sold. Sydney’s home prices are 7.4 per cent higher than a year ago, according to RP Data，the evidence is mounting that property prices in some cities are rapidly accelerating.



--澳洲监管当局：The Australian Prudential Regulation Authority, which regulates banks, has hinted it is concerned about the industry’s rising exposure to property. APRA has opened the door to imposing limits for the first time in a decade on how much can be lent to home buyers.


--国际货币基金组织：The International Monetary Fund wants tougher lending rules introduced globally to stop banks fuelling house price bubbles

The report, released in Washington on Monday, adds fuel to a growing debate about whether record-low interest rates are generating the beginnings of an unsustainable and potentially risky property price boom.


--英国央行：As house prices look set to continue rising during 2013, U.K. policymakers plan to address concerns of a housing bubble on Wednesday,

The Bank of England (BoE)'s Financial Policy Committee will discuss whether the combination of government schemes such as "Help to Buy"and the lack of housing supply are causing a new property bubble to form, and if and  when the Bank should intervene.


这么多主管机构同时发出警告，我是不是应该考虑先行一步了？

黄老邪

还有这么多空头，市场离疯狂还很远。