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本帖最后由 ctcld 于 2013-4-24 09:09 PM 编辑
股市会先崩盘吗? 再者,要澄清一下,新算法GDP是July 2013起(估计有3%的增量),反过来,本周5的GDP是对比上一季的GDP,更有比较性,连续性。
因此,市场必须等待 周5的数据的公布。而根据前几次的情况,重大数据要隔日反应到市场上来。所以我MQP一下,明天还是收星的概率较大。
关于GDP的消息,请看转帖
In March 2013, the U.S. government invented a new way of calculating GDP. The Financial Times reported that starting from July 2013, U.S. GDP would become 3% bigger due to a change in statistics. As this adjustment in GDP calculation is pretty significant, I will discuss the new items in the U.S. GDP, what the consequences are and how investors should act on this revision in statistics.
GDP = private consumption + gross investment + government spending + (exports − imports)
The government made a significant change in the gross investment number (I), which now includes R&D spending, art, music, film royalties, books, theatre. This change in GDP statistics has not been implemented elsewhere in the world. So the U.S. is the first to accomplish this rewriting of the GDP number.
Research and development (R&D) spending, which shouldn't even be accounted for as investment, adds a significant amount to the U.S. GDP number. It accounts for around 2% of U.S. GDP. Art, music, film royalties, books and theatre add another 0.5% to U.S. GDP. Another adjustment has been made to pension accounting. Previously, pension spending was included in GDP. After this adjustment however, we also look at the "promise" to pay out pensions. So we are talking about imaginary numbers that are now included in GDP. A last example is found in real estate. Commissions, legal bills and expenditures on real estate transactions are included in GDP as "investment." Obviously these expenditures aren't associated with real production. |
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