手痒.... 画个图, 欧日的交易机会:

YEN: Traders still trying to figure out the event risk surrounding the
yen and the potential impact of flows related to the earthquake/tsunami
disaster. Traders remind that, at this early stage, it is way too early
to have any handle on the economic costs of the disaster but early yen
positive flows into Japan are likely to be seen as local firms try to
build cash hoards to help them through the crisis. While those flows
likely will be seen short-term, reconstruction related flows are likely
to hold off until much further out. Against that yen appreciation,
traders are trying to balance the yen negative impact of the damage to
the economy, both short-term and long-term, and they warn that could
lead to medium term yen weakness. In the meantime, the recent bounce in
the currency has flushed out all of the yen shorts that had built in
recent weeks. Overnight dollar lows saw importer and semi-official buys,
traders say, and while no official steps have been seen to weaken then
yen, such measures remain a risk as the gov't tries to keep the econ on
an even keel.

乖乖的不得了, 今天nikkie指数又是低开500多个点，开盘即跌去6%。 连续第二天暴跌了。

日本政*府昨天还说要提供流动性来抵抗做空，这两天看来完全无效。

记不清是上个世纪六七十年代还是九十年代的时候，曾经也是股市暴跌，当时日本强制将国际上做空的资金都冻结在国内，不知这次还会不会再采取极端措施。

日本午盘跌到13%, 事情闹大了.

外汇上的反应, 今天美元和瑞法全线上涨, 市场全面进入资金避嫌状态.

日本股指跌的旧不说了, 其它各国情况与周一不同. 亚洲全线下跌, 标普500指数期货一口气在夜间连续跌破1275, 1264区域的重要支撑.  NND我们做标普迷你的合约等这两个点位两周了, 居然今天隔夜就被拿下, 郁闷死.....

美国开盘后预期VIX指数会暴涨, 最近美股的跌势一直有QE2的资金不断撑着起不了势头, 明天现货开盘后看看美股怎么个表现法.