两条消息，目前看正大于负

Alchemist

（1）天朝出口同比增长50%，带动欧市上涨。欧盟是天朝最大贸易伙伴，大概市场认为这是它尚有活力的证据。天朝的出口，可能是世界从末日转回来之后订单增加，购买原料，招兵买马，现在出产品了。

June 9 (Bloomberg) -- European stocks, U.S. index futures and metals rallied after Reuters reported a surge in China’s exports. Government debt sales drove down German and U.K. bonds.

The Stoxx Europe 600 Index gained 0.6 percent at 12:15 p.m. in London, snapping three days of losses. China’s Shanghai Composite Index climbed 2.8 percent, the most in more than two weeks. Futures on the Standard & Poor’s 500 Index added 0.2 percent. Copper and oil rose and gold declined after climbing to a record yesterday. German notes fell after a 4.6 billion-euro ($5.5 billion) debt sale.

http://www.bloomberg.com/apps/ne ... e2QM1TtRI&pos=1

（2）美国房贷额下降。

U.S. home buying applications sank for a fifth straight week to a fresh 13-year low, the Mortgage Bankers Association said on Wednesday, suggesting that tax credits had robbed more from future sales than expected.

Demand for loans to purchase houses fell 5.7 percent in the week ended June 4 to the lowest level since February 1997, even after adjusting to account for the Memorial Day holiday.

"Purchase applications are now 35 percent below their level of four weeks ago, as homebuyers have not yet returned to the market following the expiration of the homebuyer tax credit at the end of April," Michael Fratantoni, MBA's vice president of research and economics, said in a statement.

http://www.cnbc.com/id/37588240

tomorrow

AGA7d

房贷额下降不是意外，一般家庭想买的早该买了。有说法是老美现在大钱没有，花小钱比以前松了。

Alchemist

房贷额下降不是意外，一般家庭想买的早该买了。有说法是老美现在大钱没有，花小钱比以前松了。
AGA7d 发表于 2010-6-9 08:59

    可能还得过一段时间再看总趋势，补贴没了之后是什么情况。