港交所近期升幅显著

Reuters: 香港市场报道

Reuters: 香港市场报道
〔香港股市〕恒指收盘小涨但本周仍收低,终止连续六周涨势(更新版) - Friday, April 24, 2009
〔香港股市〕恒指收盘小涨,但本周累跌2.2%终止连续六周涨势 - Friday, April 24, 2009
《技术分析》香港股市短期看淡讯号弥漫,与美股关连度下降 - Friday, April 24, 2009
〔香港股市〕恒指微幅开高,汇源果汁开盘劲扬 - Friday, April 24, 2009
〔香港股市〕恒指收升2.3%结束连两天跌势,然电讯盈科重挫(更新版) - Thursday, April 23, 2009

Reuters: U.S.
Global flu epidemic fear grows, more U.S. cases
Mexico arrests drug hitman behind U.S kidnap case
Lions name quarterback Stafford top draft pick
Jailed U.S.-Iranian reporter on hunger strike: father
Stanford's inner sanctum had bar, bathroom exit

Reuters: 美国市场
〔美国股市〕受业绩和银行股提振而收高,Nasdaq指数连涨第七周 - Saturday, April 25, 2009
〔美国股市〕道琼工业指数收高1.5%,Nasdaq指数大涨2.55% - Saturday, April 25, 2009
〔美国股市〕开高,福特财报及耐久财订单数据提振市场人气 - Friday, April 24, 2009
〔美股盘前〕福特大涨逾12%,因季报优于市场预期 - Friday, April 24, 2009
〔美国股市〕ADR收高,因金融股受乐观消息提振上扬 - Friday, April 24, 2009

Reuters: Business News
Chrysler creditors urged to make concessions
Germany to examine possible Magna stake in Opel
G7 signals worst of world recession may be over
Earnings, banks lift Wall St; Nasdaq up for 7th week
Swiss ask U.S. to drop UBS tax evasion case

Reuters: 全球外汇动态
〔纽约汇市〕欧元兑美元连续第四日走强,受德国信心数据和风险意愿带动 - Saturday, April 25, 2009
〔纽约汇市〕欧元/美元连续第四日上扬,受强劲的德国IFO数据提振 - Friday, April 24, 2009
〔欧洲汇市〕瑞郎兑美元走强,因市场担忧全球经济形势 - Friday, April 24, 2009
〔东京汇市〕日圆兑美元触及四周高位,受市场解除亏损仓位驱动 - Friday, April 24, 2009
〔东京汇市〕日圆兑美元触及约四周高位,因市场解除亏损仓位 - Friday, April 24, 2009

Reuters: 债券
〔日本经济〕政府将下修预估,预测'09/10年度经济萎缩3%--消息人士(更新版) - Thursday, April 23, 2009
〔韩国债市〕公债价格攀升,公债标售结束缓解投资者忧虑 - Monday, April 20, 2009
〔新闻稿〕标准普尔对中资地产商展望维持于谨慎,尽管融资状况和销售改善 - Friday, April 17, 2009
〔美国社会〕民调：美国金融信任指数继续下滑 - Thursday, April 09, 2009
〔日本经济〕执政联盟就1,500亿美元刺激方案进行最後商谈--消息人士 - Thursday, April 09, 2009

Reuters: 股票
〔加拿大股市〕升至逾五个月高位,资源股领涨 - Saturday, April 25, 2009
〔美国股市〕受业绩和银行股提振而收高,Nasdaq指数连涨第七周 - Saturday, April 25, 2009
〔美国股市〕道琼工业指数收高1.5%,Nasdaq指数大涨2.55% - Saturday, April 25, 2009
〔欧洲股市〕收高2.3%,受油类股和银行股提振 - Saturday, April 25, 2009
〔英国股市〕跳涨3.4%,因美国企业业绩提振市场人气 - Saturday, April 25, 2009

Reuters: 商品期货
〔芝加哥期市〕CBOT大豆期货收高,受助于库存吃紧出口强劲及外围市场 - Saturday, April 25, 2009
〔芝加哥期市〕CBOT玉米期货收低,周末前有获利回吐 - Saturday, April 25, 2009
〔芝加哥期市〕CBOT小麦期货收高,受油价和股市上扬带动 - Saturday, April 25, 2009
〔纽约金属〕COMEX期铜收高,因美元走软和股市上扬带动 - Saturday, April 25, 2009
〔国际油市〕NYMEX原油期货大涨,因美股上升且美元走弱 - Saturday, April 25, 2009

Reuters: 期货期权
〔中国金融〕确保贷款注入实体经济,年初以来确定信贷政策未变--银监会 - Friday, April 24, 2009
〔美国个股〕美国银行财务长称信贷状况还在恶化 - Monday, April 20, 2009
〔韩国债市〕公债价格攀升,公债标售结束缓解投资者忧虑 - Monday, April 20, 2009
〔全球汇市〕4月14日止当周IMM投机客减少美元多头仓位--CFTC - Monday, April 20, 2009
〔全球汇市〕4月7日止当周IMM投机客减少美元多头仓位--CFTC - Monday, April 13, 2009

Reuters: Mergers News
Interest grows in big New York Times stake -WSJ - Sunday, April 26, 2009
Citi to sell Nikko Asset separately - report - Sunday, April 26, 2009
UPDATE 3-SMFG in lead to buy Citigroup Japan assets-sources - Saturday, April 25, 2009
UPDATE 4-Japan banks Shinsei, Aozora in merger talks-sources - Saturday, April 25, 2009
Shinsei Bank, Aozora Bank in merger talks -sources - Saturday, April 25, 2009

Reuters: 兼并收购
〔中国纺织〕实施灵活出口税收政策,稳定国际市场份额--振兴规划细则 - Friday, April 24, 2009
〔企业并购〕中国商务部有条件批准日本三菱丽阳收购璐彩特公司 - Friday, April 24, 2009
〔汽车产业〕德国经济部称投资者对欧宝有兴趣,已与其进行洽谈 - Friday, April 24, 2009
〔美国个股〕微软仍认为和雅虎合作能带来真正价值 - Friday, April 24, 2009
〔汽车产业〕奥巴马政府仍在致力于促成克莱斯勒与菲亚特结盟--官员 - Friday, April 24, 2009

Reuters: 财经报道
〔中港股业绩〕建设银行首季净利下滑约18% - Friday, April 24, 2009
〔中国纺织〕实施灵活出口税收政策,稳定国际市场份额--振兴规划细则 - Friday, April 24, 2009
〔企业并购〕中国商务部有条件批准日本三菱丽阳收购璐彩特公司 - Friday, April 24, 2009
〔国际油市〕亚洲航煤/柴油价差跌落两个月高位,因航煤互换价格回落 - Friday, April 24, 2009
〔中国汇市〕人民币兑美元续收涨,下周可能小幅回落後再现盘式(更新版) - Friday, April 24, 2009

Reuters: 市场报道
〔芝加哥期市〕CBOT大豆期货收高,受助于库存吃紧出口强劲及外围市场 - Saturday, April 25, 2009
〔芝加哥期市〕CBOT玉米期货收低,周末前有获利回吐 - Saturday, April 25, 2009
〔芝加哥期市〕CBOT小麦期货收高,受油价和股市上扬带动 - Saturday, April 25, 2009
〔美国债市〕公债受供应忧虑而下跌,10年期公债收益率上探3%关口 - Saturday, April 25, 2009
〔加拿大股市〕升至逾五个月高位,资源股领涨 - Saturday, April 25, 2009

金融資訊
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Reuters: 地产资讯
〔表格〕美国3月建筑许可年率修正为51.6万户,初值为51.3万户 - Saturday, April 25, 2009
〔香港房地产〕今年首季本地私人住宅供应按年增六成--政府 - Friday, April 24, 2009
〔香港地产〕目前楼价仍未反映经济隐忧,楼市回暖言之尚早--世邦魏理仕 - Thursday, April 23, 2009
〔中国房地产〕今年下半年可能出现回暖,住宅价格有望止跌企稳--社科院 - Thursday, April 23, 2009
〔英国金融〕3月抵押贷款总额较上年同期下降52%--英国抵押贷款协会 - Wednesday, April 22, 2009

Reuters: 宏观经济
美国各类经济指标总览--2009/4/24 - Saturday, April 25, 2009
〔表格〕美国3月建筑许可年率修正为51.6万户,初值为51.3万户 - Saturday, April 25, 2009
〔美国经济〕4月17日当周领先指标增长年率升至27周高位--ECRI - Friday, April 24, 2009
欧洲已公布经济指标--2009/4/24 - Friday, April 24, 2009
〔美国个股〕美国监管机构可能会将花旗CEO潘迪特免职--报载 - Friday, April 24, 2009

Reuters: 东京市场报道
〔日本股市〕收盘下跌1.6%,钢铁和汽车类股领跌(更新版) - Friday, April 24, 2009
〔日本股市〕收低1.6%,钢铁和汽车类股领跌 - Friday, April 24, 2009
〔日本股市〕早盘小幅收跌,但银行股逆势扬升 - Friday, April 24, 2009
〔日本股市〕开盘小跌,但瑞穗金融逆势扬升 - Friday, April 24, 2009
〔日本股市〕日经收升1.4%,汽车股和电子类股领军上攻(更新版) - Thursday, April 23, 2009

Reuters: 欧洲市场报道
〔欧洲股市〕收高2.3%,受油类股和银行股提振 - Saturday, April 25, 2009
〔欧洲股市〕收高2.2%,报809.26点--初步数据 - Friday, April 24, 2009
〔欧洲股市〕小幅收低,银行股回吐涨幅且美国成屋销售数据令人失望 - Friday, April 24, 2009
〔欧洲股市〕收高,金融股和商品股升但制药股下滑 - Thursday, April 23, 2009
〔欧洲股市〕小幅收高,Tesco引领零售股上扬 - Wednesday, April 22, 2009

Reuters: 对冲基金
〔美股业绩〕贝莱德第一季获利锐减65%,但执行长看好前景拉抬股价 - Wednesday, April 22, 2009
〔欧洲个股〕瑞银集团或将把对冲基金业务售予管理层--报载 - Tuesday, April 21, 2009
〔基金观点〕马来西亚CIMB-Principal看好中国经济复苏 - Monday, April 20, 2009
〔欧洲个股〕两对冲基金公布数据显示,合计持有汇控空仓达5.24亿美元 - Thursday, March 26, 2009
〔全球金融〕大银行裁员限薪,新型投行和对冲基金趁机“挖人” - Thursday, March 19, 2009

Reuters: 私募投资
〔欧洲个股〕戴姆勒已与中国主权财富基金中投公司洽谈投资--报载 - Wednesday, April 22, 2009
〔中国基金〕国家财政首次以股权投资方式设立中小企业创投引导基金--新华 - Tuesday, April 21, 2009
〔基金观点〕马来西亚CIMB-Principal看好中国经济复苏 - Monday, April 20, 2009
(重温稿)〔博鳌论坛〕中投积极考虑投资欧洲,已看到很多机会--董事长(更新版) - Monday, April 20, 2009
〔博鳌论坛〕中投积极考虑投资欧洲,已看到很多机会--董事长(更新版) - Saturday, April 18, 2009

Reuters: Private Equity
Chrysler creditors urged to make concessions
Interest grows in big New York Times stake -WSJ
UAW in weekend negotiations with Chrysler
Chrysler Canada may not need bankruptcy protection
UK's Terra Firma to bid for BAA's Gatwick-report

Morning Start Portfolio Comments

RBS的权重越来越大, 以致于我考虑将其所占比重下调一部分,降至20%左右.
而Goldman Sachs Group , Morgan Stanley 在前几个交易日表现不佳, 从近期高点大幅下跌10-20% (MS: 04.13 : 26.89USD/share - 04.24 21.96USD/share; GS: 04.13 130.15USD - 4.24 121.30USD/share)

China Mobile 表现不佳.
XOM每况愈下.

Morning Start Portfolio