財經評論

本來打算把一棋局post出來，有中英文注釋，只要一click button就可以轉換語言。但發覺在Blog內加入Javascript不是簡單，又不想這麼快就轉用Geocities，只有慢慢來。

油價在創新高後，旋即出現獲利回吐，這本是常態。亢龍有悔，其能久乎？昨晚美股因油價回落而反彈，是日亞太股市大致向好，港股仍在14300，但係你叫我講有乜好消息，又真係無乜，最多只係no news is good news，一切原有的繼續，美國復甦繼續，加息繼續，中東搞唔掂繼續，曾特首繼續，我亂嗡繼續......

唔通真係升到15000賀新的特首？我認為大市在13500應見短期頂。可以在13350至13500之內試沽。以七月份期指計，在升市時可預多50點，即係心急既可在13400試沽。

外幣方面，美對歐、澳均呈強勢，金價回至436，但只要不離440太遠，不算大散。但要入澳元要等等，0.76美元是否守得住仍要看看，歐元更唔好諗。

附早前寫的評論：

17/5/2005 15:07

Hong Kong share market falls cats and dogs today. It seems it is ok for bottom fishing the blue chips. Although there is no good news, there is no bad news either. The speculation about RMB rise is empty in itself. So I don't know why it can be bad news if we realize that the rise will not happen. The key point is, if the speculation were not there from the very beginning, and only judging from fundamentals, how much is the share market worth?

A pretty good guess would be between 13300 - 13700 for the HSI, I think. Obviously the growth should not be as strong as last year, but if China economy and U.S. economy remain steady as they are now, it should not be too bad. So again, accumulate as it goes down, I suggest.

The same applies to foreign currencies, especially the Australian dollar. As it earns you a favorable interest rate, you can afford to gather it at the current level. For Euro, you need more patience. Basically they get down as U.S. currency rebounds. However, sooner or later, uncertainties would cloud up about the pace of economic recovery ( the same topic again!), and the high interest rate currencies would serves as a protective bay for the conservative moneys to park in for avoiding financial storms.

And good luck, fellow!