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利用GLOBEFUND的數據,得出2007年一月領先板塊,報告如下:
Sector Name | YTD | Jan(%) | Jan-Rank | S&P/TSX Capped Industrials | 6.2 | 6.2 | 1 | S&P/TSX Capped Real Estate Index | 6.02 | 6.02 | 2 | S&P/TSX Capped Cons Discretionary | 4.02 | 4.02 | 3 | S&P/TSX Capped Telecom Services | 3.4 | 3.4 | 4 | S&P/TSX Capped Materials | 3.23 | 3.23 | 5 | S&P/TSX Capped Cons Staples | 2.43 | 2.43 | 6 | S&P/TSX Capped Info Tech | 0.73 | 0.73 | 7 | Canada Savings Bonds Index | 0.25 | 0.25 | 8 | S&P/TSX Capped Financials | -0.03 | -0.03 | 9 | S&P/TSX Capped Income Trust | -0.21 | -0.21 | 10 | S&P/TSX Capped Divers Metals & Mining | -0.23 | -0.23 | 11 | S&P/TSX Capped Health Care | -0.27 | -0.27 | 12 | S&P/TSX Capped Energy | -0.77 | -0.77 | 13 | S&P/TSX Capped Gold | -0.81 | -0.81 | 14 | S&P/TSX Capped Utilities | -5.97 | -5.97 | 15 |
觀察:
1.領先地位的前六名包括,Industrials,Real Estate ,Capped Cons Discretionary,Capped Telecom Services和Capped Cons Staples,這在去年的領先排位中沒有出現.這些板塊大多數屬於防守型的板塊,在熊市時有較好的表現.這是否意味著今年將出現大的調整?這些板塊是否能在餘下的時間裏繼續領先,值得注意. 2.黃金和能源由於一月初的回調而排在倒數三名,這是否意味它們今年將滯後於大盤?(本人表示懷疑並相信會有好的表現).
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