【ACY证券】50万非农出人意料，成长型资产全面下滑
<p class="MsoNormal"><span style="font-size:16.5px;"><span style="font-family: 微软雅黑;">上周五，美国公布了非农就业数据，表现那是出乎意料的好。</span><b><span style="font-family: 微软雅黑;">非农人口增长近</span></b><b><span style="font-family: 微软雅黑;">53</span></b><b><span style="font-family: 微软雅黑;">万，比预期的</span>2</span></b><b><span style="font-family: 微软雅黑;">5</span></b><b><span style="font-family: 微软雅黑;">万高了不止一倍，同时失业率再度下降</span>0</span></b><b><span style="font-family: 微软雅黑;">.1</span></b><b><span style="font-family: 微软雅黑;">%，报得3</span></b><b><span style="font-family: 微软雅黑;">.5</span></b><b><span style="font-family: 微软雅黑;">%。</span></b><span style="font-family: 微软雅黑;">如此优异的表现狠狠地打了金融市场的脸，令多数商品的价格瞬间调头，回补了上周部分的涨跌幅度。除了美元升值外，以美元计价的多数商品在数据公布后的一小时内大幅度下跌，由纳指与黄金领跌。</span><span style="font-family: 微软雅黑;"></span></span></p><p class="MsoNormal"><span style="font-size:16.5px;"><span style="font-family: 微软雅黑;"></span></span></p><p class="MsoNormal"><span style="font-size:16.5px;"><span style="font-family: 微软雅黑;">通胀与就业是最关键的两个经济指标，由于最近油价大跌，市场将更多的注意力放在就业之上。尤其是在经济衰退的情况下，就业的好坏能够决定衰退将持续多久。不过从就业到市场之间还有一层加息作为过渡，</span><b><span style="font-family: 微软雅黑;">因此目前的行情依旧遵循</span>“数据好，大盘差”的短线逻辑。少数和就业正相关的就只有美元（强相关）与大宗商品（弱相关）了。</span></b><span style="font-family: 微软雅黑;"></span></span></p><p class="MsoNormal"><span style="font-size:16.5px;"><span style="font-family: 微软雅黑;"></span></span></span></p><p class="MsoNormal"><span style="font-size:16.5px;"><span style="font-family: 微软雅黑;">不过对意外良好的非农人口，少数人抱着怀疑的态度，认为是拜登</span>“操纵”了就业数据。最近意外数据频繁出现，原油库存暴涨、就业人口蹿升，不禁令人怀疑这些数据的真实性。尤其在中期选举之前，为了获得更多的选票，低油价与好经济是必不可少的。</span><b><span style="font-family: 微软雅黑;">这就导致市场对政府与央行愈发地不信任</span></b><span style="font-family: 微软雅黑;">，</span><b><span style="font-family: 微软雅黑;">这也是为什么政府与央行不断说经济没有衰退，但市场却向着衰退的方向进行交易。</span></b><span style="font-family: 微软雅黑;"></span></span></p><p class="MsoNormal"><span style="font-size:16.5px;"><span style="font-family: 微软雅黑;"></span></span></p><p class="MsoNormal"><span style="font-size:16.5px;"><span style="font-family: 微软雅黑;">不过短线市场的确发生了扭转，且不说政府是否真的操纵了数据，即便真的有猫腻，多数交易者看的还是最终的结果，不会深究其内涵。</span><b><span style="font-family: 微软雅黑;">因此好非农对市场的影响力或将延续，过去半个月涨幅越大，回调的速度也会越快。</span></b><span style="font-family: 微软雅黑;">在所有成长类资产中，数字货币从低点反弹了</span>2</span><span style="font-family: 微软雅黑;">5</span><span style="font-family: 微软雅黑;">%有余，但在上周先一步见顶，价格开始承受压力。由此来看，逢高做空数字货币将是短线不错的交易机会。</span><span style="font-family: 微软雅黑;"></span></span></p><p class="MsoNormal"><span style="font-size:16.5px;"><span style="font-family: Calibri;"> </span><span style="font-family: Calibri;"></span><br><br>data/attachment/portal/202208/08/150353pgnjftjbnbnnyj0x.jpg<br></span></p><p class="MsoNormal" align="center" style="text-align:center;"><span style="font-size:16.5px;"><i><span style="font-family: 等线;">XRPUSD半小时图</span></span></i><i><span style="font-family: 微软雅黑;"></span></i></span></p><p class="MsoNormal"><span style="font-size:16.5px;"><span style="font-family: 微软雅黑;">从</span>XRP半小时图来看，上周价格曾两次冲高回落，在0</span><span style="font-family: 微软雅黑;">.4</span><span style="font-family: 微软雅黑;">关口下方承受重压，目前在</span>0</span><span style="font-family: 微软雅黑;">.362</span><span style="font-family: 微软雅黑;">-</span><span style="font-family: 微软雅黑;">0.377</span><span style="font-family: 微软雅黑;">区间往复震荡整理。</span>2</span><span style="font-family: 微软雅黑;">00</span><span style="font-family: 微软雅黑;">均线水平行动，随机指标目前处在中心区域纠结，没有突破的信号。综合来看，多空动能不明，短线策略应该以高抛低吸为主。空单入场可以等待价格向下突破</span>0</span><span style="font-family: 微软雅黑;">.37</span><span style="font-family: 微软雅黑;">整数位关口。指标方面可以配合</span>CCI趋势指标下穿-</span><span style="font-family: 微软雅黑;">100</span><span style="font-family: 微软雅黑;">线之后，随机指标形成中心区死叉的空头信号再行入场。</span><span style="font-family: 微软雅黑;"></span></span></p><p class="MsoNormal"><span style="font-family: 微软雅黑;"><span style="font-size:16.5px;"> </span></span></p><p class="MsoNormal"><span style="font-size:16.5px;"><b><span style="font-family: 微软雅黑;">今日关注数据</span></b><b><span style="font-family: 微软雅黑;"></span></b></span></p><p class="MsoNormal" style="margin-bottom:0.0000pt;background:rgb(255,255,255);"><span style="font-size:16.5px;"><span style="font-family: 微软雅黑;">16</span><span style="font-family: 微软雅黑;">:</span><span style="font-family: 微软雅黑;">30 </span><span style="font-family: 微软雅黑;">欧元区</span>8与Sentix投资者信心指数</span><span style="font-family: 微软雅黑;"></span></span></p><p class="MsoNormal" style="margin-bottom:0.0000pt;background:rgb(255,255,255);"><span style="font-family: 微软雅黑;"><span style="font-size:16.5px;"> </span></span></p><p class="MsoNormal" style="margin-bottom:0.0000pt;vertical-align:baseline;"><span style="font-size:16.5px;"><b><span style="font-family: 微软雅黑;">联系我们</span></b><span style="font-family: Arial;"> </span><span style="font-family: Arial;"> </span><span style="font-family: 微软雅黑;"> </span><span style="font-family: "Segoe UI";"></span></span></p><p class="MsoNormal" style="margin-bottom:0.0000pt;vertical-align:baseline;"><span style="font-size:16.5px;"><span style="font-family: 微软雅黑;">电话：</span>167 4049 5509（中国）</span><span style="font-family: Arial;"> </span><span style="font-family: Arial;"> </span><span style="font-family: 微软雅黑;"> </span><span style="font-family: "Segoe UI";"></span></span></p><p class="MsoNormal" style="margin-bottom:0.0000pt;vertical-align:baseline;"><span style="font-size:16.5px;"><span style="font-family: Arial;"> </span><span style="font-family: 微软雅黑;">1300 729 171（澳大利亚）</span><span style="font-family: Arial;"> </span><span style="font-family: Arial;"> </span><span style="font-family: 微软雅黑;"> </span><span style="font-family: "Segoe UI";"></span></span></p><p class="MsoNormal" style="margin-bottom:0.0000pt;vertical-align:baseline;"><span style="font-size:16.5px;"><span style="font-family: 微软雅黑;">QQ： 8008 83691 </span><span style="font-family: Arial;"> </span><span style="font-family: Arial;"> </span><span style="font-family: 微软雅黑;"> </span><span style="font-family: "Segoe UI";"></span></span></p><p class="MsoNormal" style="margin-bottom:0.0000pt;vertical-align:baseline;"><span style="font-size:16.5px;"><span style="font-family: 微软雅黑;">微信：</span>acyau2011</span><span style="font-family: Arial;"> </span><span style="font-family: Arial;"> </span><span style="font-family: 微软雅黑;"> </span><span style="font-family: "Segoe UI";"></span></span></p><p class="MsoNormal" style="margin-bottom:0.0000pt;vertical-align:baseline;"><span style="font-size:16.5px;"><span style="font-family: 微软雅黑;">官网：</span><span class="16" style="font-family: 微软雅黑; color: rgb(0, 0, 255);">https://www.acy.com.au</span><span style="font-family: Arial;"> </span><span style="font-family: Arial;"> </span><span style="font-family: 微软雅黑;"> </span><span style="font-family: "Segoe UI";"></span></span></p><p class="MsoNormal" style="margin-bottom:0.0000pt;vertical-align:baseline;"><span style="font-size:16.5px;"><span style="font-family: 微软雅黑;">邮箱：</span><span class="16" style="font-family: 微软雅黑; color: rgb(0, 0, 255);">[email 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style="margin-bottom:0.0000pt;vertical-align:baseline;"><span style="font-size:16.5px;"><b><span style="font-family: 微软雅黑;">免责声明：</span></b><span style="font-family: Arial;"> </span><span style="font-family: Arial;"> </span><span style="font-family: 微软雅黑;"> </span><span style="font-family: "Segoe UI";"></span></span></p><p class="MsoNormal" style="margin-bottom:0.0000pt;background:rgb(255,255,255);"><span style="font-family: 微软雅黑;"><span style="font-size:16.5px;">本文内容由第三方提供。</span>ACY证券对文中内容的准确性和完整性，不做任何声明或保证；由第三方的建议，预测或其他信息导致了投资损失，ACY证券不承担任何责任。本文内容不构成任何投资建议，与个人投资目标，财务状况或需求无关。如有任何疑问，请您咨询独立专业的财务或税务的意见。ACY Securities Pty Ltd（AFSL 403863）受澳大利亚证券投资委员会授权和监管。</span></span><i><span class="15" style="font-family: 微软雅黑;"></span></i></p>
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