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Old 07-29-2011, 04:37 AM   #1
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Default 时富金融:预测港股缺乏方向反复上落

  昨日港股市场回顾
  周一,恒指收报22293.29点,下跌151.51点,跌幅0.68%;国企指数收报12440.6 4点,下跌158.13点,跌幅为1.26%。大市成交586.29亿港元。

  上周五美国未能就扩大债务上限达成协议,tory burch patterson riding boots,市场担忧情绪再加上短线获利回吐,都给道指带来压力,tory burch boots on sale。受外围调整,以及周末地铁路事故的影响,港股周一低开,而后一直维持窄幅震荡,最终恒指收于20日均线上 方,日K线收出小十字星,mac cosmetics buy。周末温州动车事故令市场预期未来铁路建设更加注重安全和质量,建设速度可能放缓,高铁概念股均受重创。南 车时代(03898.HK)跌14.05%,中国南车(01766.HK)跌13.96%,中铁建(011 86.HK)和中铁(00390.HK)跌愈6%,中交建(01800.HK)跌2.77%。航空股所受到 铁路的竞争威胁可能因此减轻,股价借势起飞。东航(00670.HK)升4.76%,国航(00753.H K)和南航(01055.HK)涨愈3%。除航空股外,公路股亦崛起。深高速(00548.HK)升7.0 7%,浙江沪杭甬(00576.HK)升2.49%,江苏宁沪(00177.HK)升0.72%,christian louboutin lace。内房股普遍下跌,融创中国(01918.HK)、碧桂园(02007.HK)、方兴地产(00817.H K)跌愈3%,华润置地(01109.HK)、雅居乐(03383.HK)、富力地产(02777.HK) 以及瑞安房产(00272.HK)等跌愈2%。受美债问题影响,资金流入金市避险,国际金价再创新高,刺激 金矿股上升,其中灵宝黄金(03330.HK)升2.14%,紫金(02899.HK)升2.36%,招金 (01818)升0.27%.
  今日港股市场展望
  市场聚焦债务上限的讨论,paul smith mens shoes,港股将缺乏方向反复上落。恒指昨日反复下跌,港股最终收报22,293.29点,全日跌151点或0.6 8%,成交显著缩减,只录得586.3亿港元。欧洲三大股市隔晚表现个别发展,市场正观望美债上限的谈判发 展,令资金缺乏方向,流入金属商品市场避险, 金价创1,624.07美元新高。英国伦敦富时100指数微跌9点,跌幅0.16%,法国巴黎CAC40指 数跌29点,跌幅0.77%,德国法兰克福DAX指数则升18点,升幅0.25%。华尔街股市加深忧虑国会 跟白宫在债务上限的讨论无法达成协议在即, 加上多间评级机构均警告调低美国主权评级, 连同企业包括金百利 (Kimberly Clark) 以及医院营运商HCA Holdings发布业绩强差人意,均不利美股三大指数表现。道琼斯工业平均指数收市下跌88点,纳斯达克 指数收报下跌16点,标准普尔500指数亦下跌7点。主要港股在美国的预托证券ADR亦普遍收 低,yves saint laurent shoes on sale,将影响今晨港股开市将继续低开。恒指昨天受压于美国国债谈判处于僵局,指数经上周五冲高后回落,市场正注 视奥巴马发表对减赤的讲话,将影响今天大市的升跌方向,且预料港股在22,000水平上将有支持动力。投资 者在投资策略宜观望外围债务情况,待明朗化后重新整装入市。
  稀土价格上涨,风电企业难以承受成本压力。从去年国土资源部、发改委等六部委联合整顿稀土行业以来,稀 土的价格一直稳步上扬,多个品种涨幅达3倍左右。作为风电机组的核心原材料——钕铁硼的价格从 去年的5万元/吨涨至现在的40万元/吨,在一台永磁风电机组的生产中,钕铁硼占原材料比重的50%左右。据报导,因成本暴涨,全国多家风电机组 生产企业均出现不同程度的停产。稀土价格曾长期被低估,经过此次整顿,目前稀土价格已经实现价值回归。未来 稀土价格就算有回调,也无法再回到整顿前的低位水平。这将严重挤压风电企业的利润率。再者,风电行业在经过 高速发展后,目前产能过剩的恶果已经开始显现,成本控制不当的企业将被淘汰。我们相信,在无进一步利好刺激 下,该板块下半年将跑输大市。
  永利澳门(01128.HK)评级持有,目标价28.5港元。集团上半年总经营收益、经调整EBITD A、净利润分别同比增41.8%、47.6%、20%。第二季总经营收益、经调整EBITDA分别同比增3 6.7%、45.3%,较第一季度增幅均有收窄。由于第二季增多一项1.07亿美元的捐款费用—向澳门大学 发展基金会捐献之现值,当季净利润同比减少9.2%、环比减少36.6%。若撇除捐款项目,净 利润为 2.27亿美元,同比增 71.5%,环比增 19.9%。虽今年博彩业毛收入仍有望达到逾35%的增势,集团下半年可继续分享行业增长的一杯羹;但相对 现有规模庞大、新项目不断开业的其它博彩企业,自身优势并不明显。集团较同港上市、于澳门经营单一博彩娱乐 场的美高梅中国估值吸引较小,PE、EV\EBITDA估值溢价分别达18%、21%。给予其目标价28. 5港元。
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Old 07-29-2011, 04:47 AM   #2
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Reprinted from alumni of the user at 20:25 on October 2nd, 2010 Read (loading. ..) Comments (0) Category: Personal Diary

compulsory one
1, _ the basic unit of protein amino acids, the basic elements are C, H, O, N
2, amino acids of the general formula: R peptide bond:-NH-CO-
?
NH2-C-COOH
?
H
3, the number of peptide bonds of water molecules off = _ = the number of amino acids - peptide chain number
4, amino acid peptide molecular weight = weight x number of-x amino acid number of water molecules 18
5, nucleic acid types of DNA: and RNA; basic elements: C, H, O, N, P
6, DNA's basic unit: deoxyribonucleic acid; RNA's basic unit: ribonucleotide
7, nucleotide consists of: 1 phosphoric acid molecule, a molecular five-carbon sugar, a molecule of nitrogen bases.
8, DNA mainly in the nucleus,belstaff sale, containing the base is A, G, C, T;
RNA mainly in the cytoplasm, contains the nucleotide A, G, C, U;
9, cells of the main energy source is carbohydrates, direct energy source is ATP.
10, glucose, fructose, ribose are monosaccharides;
sucrose, maltose, lactose is the second sugar;
starch, cellulose and glycogen are polysaccharides.
11, lipids include: fats, phospholipids, and steroids.
12, a large number of elements: C, H, O, N, P, S, K, Ca, Mg (9 ��)
trace elements: Fe, Mn, B, Zn, Cu, Mo (6 ��)
basic elements: C, H, O, N (4 ��)
the most basic elements: C (1 ��)
main elements: C, H, O, N, P, S (6 ��)
13, the water in cells forms: free water, bound water.
14, cells contain most of the compounds: water.
15, hemoglobin in the inorganic salt is: Fe2 +, the chlorophyll in the inorganic salt is: Mg2 +
16, accepted by most scholars, called the fluid mosaic membrane model model
17, membrane components: proteins, lipids and small amounts of carbohydrates. The basic skeleton of the cell membrane is the phospholipid bilayer.
18, the membrane structure is characterized by: a liquid; functional features are: selective permeability.
19, with double-membrane organelles: mitochondria, chloroplasts;
non-membrane organelles: ribosomes, centrosomes;
a \
a \
a \
a \
found in animal body and some lower plants, and animal cell mitosis is the center of the body organelles.
and plant cell wall formation, protein and animal cells is the Golgi organelle.
20, the structure of the nucleus, including: nuclear membrane, chromatin and nucleoli.
nucleus functions: storage and replication of genetic material is place in cell metabolism and genetic control center.
21, prokaryotic cells and eukaryotic cells the most important distinction: whether the nuclear membrane as boundaries, the nucleus
22, material from high concentration to low concentration of the membrane mode of transport is: free diffusion and facilitate diffusion; need vector mode of transport is: to assist diffusion and active transport; need to consume energy mode of transport is: Active Transport
23,belstaff jacket, the chemical nature of enzymes: the majority of proteins, few are RNA.
24, enzyme characteristics: high efficiency, specificity, the role of mild conditions.
25, ATP adenosine triphosphate is the name, structural formula is: A-P ~ P ~ P. ATP is the direct the activities of life
energy, known as the energy \
26, ATP and ADP into each other's reaction: ATP enzyme ADP + Pi + energy
27, animal cells synthesized ATP, the energy required from the role of respiratory;
synthesis of plant cell ATP, the energy required for photosynthesis and respiration from
28, includes two types of pigment in leaves: chlorophyll and carotenoids. The former also includes chlorophyll a and chlorophyll b
, which include carotene and lutein. Distribution of these four pigments in the chloroplast thylakoid membrane.
29, the main absorption blue-violet light and red chlorophyll, carotenoids absorb blue-violet light. Therefore, the photosynthetic efficiency of blue-violet light and red high.
30, photosynthesis reaction: see compulsory for a P 103
31, of photosynthesis release oxygen, the oxygen atoms from the water.
32, the green pigment extraction and separation experiments, anhydrous ethanol is dissolved pigment, silicon dioxide is used to grind the full, calcium carbonate is to prevent the destruction of pigment.
33, and the filtrate liquid chromatography can not thin, thin line on the filtrate in order to prevent the pigment dissolved in liquid chromatography, resulting in test failure.
34, after the separation of filter paper pigment, the pigment with a top to bottom are: carotene, lutein, chlorophyll a, chlorophyll b.
35, including two stages of photosynthesis: light and dark reactions. The former place is the thylakoid membrane, which place is the chloroplast stroma.
36, to provide light reaction dark reaction [H] and ATP.
37,belstaff outlet, aerobic respiration reaction: see compulsory for a P 93
38, anaerobic respiration of the two reaction: see compulsory for a P 95,
39, the main features of mitosis: chromosomes and the spindle appears, and then chromosomes equally between two daughter cells.
40, causes cells: selective gene expression
41, detection of reducing sugars with Fehling reagent, which by the 0.1g/ml the NaOH solution and 0.05g/ml the CuSO4 solution composition, reducing sugar reacts with the brick red precipitate formation. Note that when using the existing service is used.
42, identified in the fat tissue available and the Sudan dye Sudan �� �� dye. The former fat orange dye, which stained red.
43, identified proteins can be used in biological tissue Biuret reagent. When you first add NaOH solution, add 2 to 3 drops of CuSO4 solution. Purple complex reaction.
44, commonly used to stain chromosomes or aceto carmine dye is gentian violet solution.
45, \
46, protoplasm layer, including: cell membrane, vacuole membrane and the cytoplasm between these two films.
47, Janus Green dye is a specific dye staining of mitochondria in living cells, mitochondria of living cells can show blue-green.
48,belstaff jackets outlet, in secreted protein synthesis, processing,belstaff leather, transport and secretion process, including the organelles: ribosome, endoplasmic reticulum, Golgi apparatus, mitochondria.
49, amino acids form a peptide chain, the way through dehydration condensation.
50, when the external solution concentration is greater than the concentration of cell sap of plant cells and plasmolysis phenomena; when the external solution concentration is less than when the cell concentration, plasmolysis of plant cells after the recovery phenomenon.
51, are the cell membrane and other membrane selective permeability (Features) film.
52, place of cellular respiration including: cytoplasmic matrix and mitochondria.
53, aerobic respiration, glucose is the first stage of the reaction, the water is in the second phase of the reaction, oxygen is the third stage in the reaction. The third stage, the release of energy the most.
54, the greater the cell volume, the smaller the relative surface area of the cell material and the lower transport efficiency. Cells, the relationship between surface area and volume limits cell growth.
55, continuously dividing cells, starting from the completion of the first division to the next until the completion of the first division, known as a cell cycle.
56, mitosis occurred between the period of the main changes are: completion of DNA replication and the molecular synthesis.
56, mitotic division of the characteristics of each stage:
pre-main features are: chromosomes, spindle appears, the nuclear membrane and nucleolus disappear;
The main characteristics of the mid
: chromosome centromere neatly arranged in the equatorial plate;
The main features of the late
chromosome centromere is neatly arranged in the equatorial plate:;
The main characteristics of the late
: chromosomes, spindle disappears, the nuclear membrane, nucleolus appears.
57, the role of yeast type of alienation: facultative anaerobic
58, detection of yeast culture medium in the production of CO2 can be used to clarify the lime can also be used bromothymol blue solution. CO2 which can change from blue to green and then yellow.
59, detect the production of alcohol orange potassium dichromate solution available. In acidic conditions, the solution chemical reaction with the alcohol become gray-green.
60, mitotic importance is the parent cell's chromosomes were reproduced accurately equally between two daughter cells.
61, unlike animal cells, plant cell structure, mainly in its include: cell wall, chloroplast, vacuole
62,belstaff coat, in the individual development in a cell by one or the offspring, in the form, structure and physiological function of the difference occurred on the stability of the process is called cell differentiation.
63, use of plant tissue culture is the principle: cell totipotency.
64, determined by the genes of cells automatically end the process of life called apoptosis.
65, the chromosome of human and animal cells have been related to the existence of genes and cancer: tumor suppressor genes and proto-oncogene.
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