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主题:孤舟飘盘20130324 -- 孤舟一叶飘

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  • 家园 孤舟飘盘20130324

    人民币: 余额:2868.46 可用:2868.46 可取:2868.46 参考市值:365480.00 资产:368348.46

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    证券名称 证券数量

    大唐电信 4000

    大橡塑 10000

    凯美特气 5000

    中海达 2000

    上海新阳 6000

    利亚德 5000

    宜安科技 1000

    本周仓位上有点调整,主要看到宜通世纪和宜安科技有些走软,先退出一步看看,介入调整已经到位的利亚德和凯美特气,因为继续看好4G,故而保留600198大唐电信

    下一阶段,准备选好物联网板块

    通宝推:舍瓦,苏鲁锭长枪,醉后何妨死便埋,雨的节奏,
    • 家园 技术分析对A股没有意义

      A股暴跌的原因,我不看股市就知道(2013-03-28 20:36:55)[编辑][删除]转载▼标签: 股市暴跌股票

      因为权重股领头跳水。

      那么多的权重股协同一致的跳水,说明背后有一个强大的资金力量在掌控这些权重股

      谁能够有这么多钱?

      显然是外国人,是那些掌控偷渡进中国的热钱的外国人。

      为什么他们要打压权重股呢?

      1,周小川继续央行行长,执行紧缩货币政策

      2,给新任的证监会领导们来个下马威

      3,把股民给通通赶跑,然后市场上就只剩下外国人进行交易了,然后中国股市就成为外国人的了。

      这一点,我早在2008年就说过。

      看不到西方的战略图谋,对中国股市所做的所有的技术分析都完全的没有意义。

      • 家园 3月28日还是A50交割日

        所以,即使老外有意打压,也是盯着时间节点来操作的。不能说与技术无关!

        • 家园 当然了,他们选择这个时间点出击也有迷惑的作用

          就是让人往技术的方面去想,而不是想有人操纵了股市这个方面去想。

          外国人操纵股市是老手,他们玩这个玩了很多很多年了。

      • 家园 有意义的,比如本来3月27日是191定律的日子

        不过按照铁手大人的西西河的加利福尼亚日子,又推后了一天,所以3月28日爆发了

      • 家园 什么权重股公开跳水,是银行股

        银行股当然也是权重股,但银行股跳水是因为银监会规范了银行业务,为什么,是因为怕中国金融失控。

        如果按照你的说法,是外资打压,那么逻辑就是外资怕中国金融失控于是让银监会出台规范打压银行股?

        • 家园 外资的障眼法的说法你也相信

          外资要打压股指,总会找出一个理由来的,然后你就以为这个理由是真正的导致市场变化的原因了吗?

          所谓规范银行导致银行股暴跌,就是外资方面放出的一个障眼法罢了

      • 家园 你们都不看新闻的么?

        中文的

        奥巴马今天签署法律(Funding law),禁止政府机构,购买任何来自中国的电讯设备。

        即使这些设备是由其他国家生产,只要包括中国生产的原件,都要经由联邦调查人员审核认定设备没有危害,方可tentative的购买。在这个240页的的法案中,指名道姓的说就是针对中国,指控中国长期盗窃美国的机密和知识产权。按照这个法律,有高达1290亿美元的进口中国产品涉嫌“Advanced technology product”.

        据专家分析,这个奥巴马签署的法律,将“沉重”打击试图在美国拓展市场的中国公司Levono,华为和其他电讯设备制造商,让他们多年的努力付之东流。同时让美国自己的制造商击掌相庆,大大的松了一口气。没有中国制造商的竞争,他们的利润和对美国政府销售的垄断特权,将得到最大限度的保障。今天是中国制造商灰暗的日子,却是美国制造商开香槟的一天。

        英文的

        US bans Chinese technology for government departments

        China

        Gallery

        By Reuters

        Posted on 28 Mar 2013 at 09:18

        US Congress quietly tucked in a new cyber-espionage review process for US government technology purchases into the funding law signed this week by President Barack Obama, reflecting growing American concerns over Chinese cyber attacks.

        The law prevents NASA, and the Justice and Commerce Departments from buying information technology systems unless federal law enforcement officials give their approval.

        The assessment must include "any risk associated with such system being produced, manufactured or assembled by one or more entities that are owned, directed or subsidised" by China.

        The United States imports about $129 billion worth of "advanced technology products" from China, according to a May 2012 report by the nonpartisan Congressional Research Service.

        Chinese foreign ministry spokesman Hong Lei urged the United States to abandon the law to help develop relations and trust on both sides.

        "This bill uses internet security as an excuse to take discriminatory steps against Chinese companies. It is not beneficial to mutual trust between China and the United States nor to the development of trade and economic relations," Hong said.

        The amendment to the so-called "continuing resolution" to fund the government through 30 September originated in the Commerce, Justice and Science subcommittee of the House of Representatives, chaired by Virginia Republican Representative Frank Wolf.

        Depending on how the language is interpreted, it could in fact apply very broadly to many companies across the IT industry from all around the world

        It had gotten little attention until a blog post this week by Stewart Baker, a partner in the Washington office of Steptoe & Johnson LLP and a former assistant secretary in the US Department of Homeland Security.

        The federal government's purchases, which are funded by taxpayers' money, are often urged to give preference to vendors that offer the cheapest services.

        The congressional aide said China may heavily subsidise some companies to present the US market with a much lower price.

        "It's a helpful reminder to look at the supply chain" of US firms, the aide said. "The cheap option may be artificially lowered because potentially there are ulterior motives."

        Lenovo concerns

        Baker wrote that the measure "could turn out to be a harsh blow" for Chinese computer-maker Lenovo and also "bring some surprises for American companies selling commercial IT gear to the government."

        Lenovo, which is now on track to become the world's largest PC maker, said it was aware of the bill and reviewing the specific language.

        "Depending on how the language is interpreted, it could in fact apply very broadly to many companies across the IT industry from all around the world," Lenovo said in an emailed statement.

        "We are very confident and comfortable that we will continue to be very successful in growing our business in the US even as we and all of our competitors navigate new regulations."

        US concern about Chinese cyber-attacks has mounted in recent months, with top officials, including President Barack Obama, vocally condemning the practice.

        Public criticism

        Obama raised the issue in a phone call with Chinese President Xi Jinping earlier this month, and told ABC News in an interview that some cyber-security threats are "absolutely" sponsored by governments.

        "We've made it very clear to China and some other of the state actors that, you know, we expect them to follow international norms and abide by international rules," he said.

        Xi said the United States and China should avoid making "groundless accusations" against each other about cyber-security and work together on the problem.

        The exchange came after US computer security company Mandiant said a secret Chinese military unit based in Shanghai was the most likely driving force behind a series of hacking attacks on the United States.

        Last year, the House Intelligence Committee released a report urging US telecommunication companies not to do business with Huawei Technologies and ZTE because it said potential Chinese state influence on the companies posed a threat to US security.

        Both companies took issue with the report, which Huawei spokesman William Plummer called "baseless".

        Plummer said in an email their reading of the bill is that it "does not apply to Huawei based on the description of covered entities."

        ZTE officials declined to comment on the latest US law, while Huawei officials were not available for comment.

        美国炒作了这么久,就是为了这条法律的出台。而中国也绝对不会坐视不管,一定会对等报复。中美新一轮经济争端上演了。

        不过,个人估计,事情的严重程度不会超过以前的各次经济争端,不会演变成中美之间全面的经济战争。

      • 家园 怎么可能

        你当共产党是死人呀,你说是既得利益集团才可能。

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