主题:感觉很不好,明天清仓离场 -- 南方弩
关于资金供应,这是我在去年8月的一个粗略计算。后来A涨到6000,超过我的预期,不过后来一解禁,流动股量大增,要抬高整个股市的资金需求就大了很多.
One thing on how A shares near future, when A was at 4200, the value of chinese (both shenzhen and shanghai) market is 17 trillions, equal the total saving in the banks. WHen A at 4800, the value went up to 21 trillions, so about 4 trillion for every 800 poins. So theoretically in the near term, if all the money from banks are moved to stock market, A share can be at 8000 at most. Considering the possiblity of emptying bank is 0, A up to 5000 is quite high and the upside is very limited because there are less and less money supply from the banks.
- 相关回复 上下关系8
🙂感觉很不好,明天清仓离场 9 南方弩 字1137 2008-03-18 08:29:23
🙂给南方兄和在跋涉兄一点参考 3 葡萄 字0 2008-03-27 23:14:57
🙂吹大中国泡泡或被美国泡泡淹死 兼答葡萄兄 1 南方弩 字243 2008-03-31 11:10:22
🙂我对资金需求的看法
🙂能想到这样去考虑资金面需求难能可贵,但是这算法也太..... 熙熙攘攘 字44 2008-03-28 09:24:56
🙂我的看法 grass 字164 2008-03-28 07:14:20
🙂花谢 在跋涉 字0 2008-03-27 23:54:49
🙂嘿嘿,回错地方了,你去那边看。 月色溶溶 字0 2008-03-27 23:37:05