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全球股市都跌，天朝股市独涨！

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美股指数直接开在了上周四的低点之下！

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ZT from pro：

Start the Week Off Right

The market is in a holding pattern until a new catalyst comes around to push stocks in one direction or the other.

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Today brings the Chicago Fed National Activity Index and the Dallas Fed Manufacturing data (prior -1.6). Manufacturing reports will continue with the September Chicago PMI on Friday (est. 52.8 versus 53.0) along with weeklong posts from regional Fed surveys. Durable goods orders for August reports in on Thursday (est. -5.1% versus 4.2% prior), and ex-transports (est. -0.3% versus -0.4% prior. GDP third quarter estimate is expected unchanged when it posts on Thursday.

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　　道指或添加苹果。道指新东家标普正考虑调整该基准指数计算的方式，以求在计入苹果公司的同时不使其拥有过大权重。瑞银Mark Haefele称：“很多机构投资者都脱离了股指。”UnitedHealth今日将代替Kraft，后者此前进行了分拆。

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　　苹果寻求三星再次赔偿7.07亿美元。苹果公司希望Lucy Koh法官在陪审团上月奖励苹果1.05亿美元赔款基础上，再次要求三星赔偿7.07亿美元，以及永久禁止26款三星智能手机和3款平板电脑。三星希望重新审判，称加州审判受时间限制“使三星无法提供充分和公平的辩护”。

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　　德国压低杠杆化ESM至2万亿欧元言论。德国副财长今日证实欧元区正讨论杠杆化使用欧洲永久救助基金。然而，德国媒体Spiegel周末报道称，德国财政部发言人将基金能力扩充至超过2万亿欧元描述为“幻想”。无论怎样，欧洲稳定基金适用的规定将与临时性的欧洲金融稳定基金类似。

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　　欧洲银行寻求坚持不动产贷款。不动产服务集团CBRE的数据显示，欧洲银行今年已经售出了75亿欧元商业不动产贷款，它们目前正致力于在2012年年底前继续出售110亿欧元的此种贷款。银行正争先出售该资产以满足要求其提高针对所持贷款的资本额的新监管规定，但匆忙销售意味着他们将面临损失。

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　　美国参议院通过5000亿美元支出方案。美国参议院周末通过5000亿美元支出法案，这将自10月1日起为政府提供半年的资金。众议院此前已经通过法案。美国国会11月6日选举前休会，这留下了很多未完成的立法。包括避免财政悬崖的措施以及更新农场议案。

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　　德国商业信心降低。德国9月Ifo商业景气指数由8月的102.3意外降至101.4，路透社的共识为102.5。该指数已经连续第五个月降低，目前情况和商业预期也同样下降。包括制造业、零售业、批发和建筑领域，景气指数全面下降。

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　　法国称希腊需要更多时间。法国总理Ayrault称希腊应得到更多时间来实现1740亿欧元救助的条件，只要该国“在改革承诺上是诚实的”。Ayrault的评论是目前为止对希腊最为宽容的，尽管这一观点面临德国强烈反对。

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恕我直言，不象要崩盘的样子。

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a check of the selling pressure indicators reaffirms the notion that there is no major selloff immediately in sight as those indicators moved sideways. It appears the shallow-dip, stronger-surge phenomenon is one good catalyst away from rallying the major market indices; the DJIA up to 14,000 and the S&P500 index to 1,500 by Election Day, as previously forecasted.

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The upcoming week closes the door on September and the third quarter, also raising worries that the upcoming quarter’s profit showings, launching in mid-October with Alcoa’s (NYSE:AA) traditional kick-off, are most likely to surprise on the downside, as last week’s warnings from FedEx (NYSE:FDX) and 3M (NYSE:MMM) foretold. According to Reuters’ data, Wall Street anticipates third quarter profit declines of 2.2% from a year ago, the first drop in three years. Corporate guidance for the quarter is running the most negative since the third quarter of 2001, at a 4.3 to 1 ratio.

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This morning’s trade shows mixed action in Asian shares, where China’s Beige Book revealed PBOC easing actions have so far resulted in limited economic impact on the mainland economy, matching the recent run of negative data. However, the Shanghai Composite was 0.3% higher on the session, and the South Korean Kospi gained 0.1%. Japan’s Nikkei lost 0.5% as the yen continued its rise, up 0.2% against the US dollar at 78.050, hurting exporters’ shares. A broad selloff in natural resources weighed on Australia’s S&P/ASX 200, driving the index 0.5% lower as well. Hong Kong’s Hang Seng dropped 0.2% on the day.