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標題: Rising GDP = Rising S&P 500 [打印本頁]

作者: King818 時間: 2012-12-6 03:49 標題: Rising GDP = Rising S&P 500

奇怪了, scottrade 分析師們是用 QoQ的GDP來預估 S&P 500 的走勢!
https://scottrade.webex.com/ec0606l/eventcenter/recording/recordAction.do?siteurl=scottrade&theAction=poprecord&ecFlag=true&recordID=6100142

Topic:	Rising GDP = Rising S&P 500
Recording date:	Thursday, November 29, 2012 5:32 pm
	Eastern Standard Time (New York, GMT-05:00)
Panelist Information:	Learning Markets Analyst
Duration:	1 hour 30 minutes
Description:	The Department of Commerce announced this morning that the Gross Domestic Product (GDP) in the United States grew by 2.7 percent last quarter -- which is higher than the original estimate of 2 percent. In today's webinar, Learning Markets analysts discuss the effect this news is having on the stock market and what to watch for next.

作者: King818 時間: 2012-12-6 03:54

參 http://tw.myblog.yahoo.com/mikeon88/article?mid=514&prev=569&next=439&l=f&fid=13

From: mikeon

Sent: Friday, July 17, 2009 3:00 PM

美、日、歐的GDP成長率喜用QoQ，

可是跟大盤指數比較須用YoY才對，

因為QoQ是表示淡旺季

若1Q是淡季，4Q是旺季，QoQ將一路往上

但股價不反映淡旺季

否則股價每年都將固定由1Q的淡季一路漲到4Q的旺季，

事實上並非如此

所以QoQ沒法跟指數比較

YoY才可以

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