c*******9
发帖数: 6411 | 1 但手中紧握着SINA, 眼神疲被，但，是执座的。
see you Monday. | H*****D
发帖数: 4462 | 2 经常用YOUKU看电影，这次被套，我就当作长线股东了，尼玛，握到天荒地老！跌破20
再加仓！
【在 c*******9 的大作中提到】
: 但手中紧握着SINA, 眼神疲被，但，是执座的。
: see you Monday.
| L*******a
发帖数: 824 | | a*******8
发帖数: 2299 | 4 还指望SINA涨回120，150？不过Twitter要是上市新浪可能会给追捧 | s**********a
发帖数: 988 | 5
Twitter 啥时候上去。
【在 a*******8 的大作中提到】
: 还指望SINA涨回120，150？不过Twitter要是上市新浪可能会给追捧
| o********n
发帖数: 1329 | 6 昨天我一烙印同事上网看印度电影，居然用的是yoku
yoku是国际品牌啊
【在 c*******9 的大作中提到】
: 但手中紧握着SINA, 眼神疲被，但，是执座的。
: see you Monday.
| D***o
发帖数: 7159 | 7 贵公司太人性化了，求内推！
【在 o********n 的大作中提到】
: 昨天我一烙印同事上网看印度电影，居然用的是yoku
: yoku是国际品牌啊
| c****y
发帖数: 3592 | 8 你们老觉得用的人多股票就会涨，问题是涨到多少，50？100？150？为什么现在的价位
就是低估了呢？ | X*********r
发帖数: 11803 | 9 大牛厉害
★ 发自iPhone App: ChineseWeb 7.8
【在 c*******9 的大作中提到】
: 但手中紧握着SINA, 眼神疲被，但，是执座的。
: see you Monday.
| r***l
发帖数: 9084 | 10 a lot of zhonggai IT stocks have a fabulous time this year, sina/sohu/ntes/
bidu/qihu/cyou/yy/dang/ctrp. There are some specific reasons like sina's
weibo bought by alibaba, qihu's potential, sohu's valuation being raised etc
, but the most important reason I think is the entire US market act very
bullish which helps zhonggai's valuation. At the end of last year, Zhonggai
took a major hit due to accounting argument between china and the US, so
this year they come back with full strength under the help of bullish
sentiment of US market.
I just browsed xueqiu forum and see people's sentiment on zhonggai stocks
are very positive and most of them are very happy with their picks (qihu/
sina/bidu etc). Just a reminder, there is really no easy money in stock
market. To me, zhonggai's valuation is fair enough (if not overvalued).
Zhonggai stock valuation can retreat very quickly if something bad happens.
Game sector already took some setback. Also, if entire market goes south,
zhonggai goes down too.
Bottom line is, don't regret to miss the train. Be patient and wait for next
opportunity or even crisis. | l***s
发帖数: 841 | 11 说的挺好。 对中概网络股的风险要有清醒的认识。是否有泡沫，是个见仁见智的问题
。 中概市场化并不是很充分。老美较熟悉的领域，价值回归比较完全。 比较典型的是
CTRP，BIDU，已经不比相对应得美股便宜了。 QIHU的泡沫甚至已经很明显了。 相反，
另一些不熟悉的非网络股，还存在较严重的低估。 A股市盈率还很低，因此，中概整体
上还存在不少的价值洼地。 目前还是个投资的好时机。
etc
Zhonggai
【在 r***l 的大作中提到】
: a lot of zhonggai IT stocks have a fabulous time this year, sina/sohu/ntes/
: bidu/qihu/cyou/yy/dang/ctrp. There are some specific reasons like sina's
: weibo bought by alibaba, qihu's potential, sohu's valuation being raised etc
: , but the most important reason I think is the entire US market act very
: bullish which helps zhonggai's valuation. At the end of last year, Zhonggai
: took a major hit due to accounting argument between china and the US, so
: this year they come back with full strength under the help of bullish
: sentiment of US market.
: I just browsed xueqiu forum and see people's sentiment on zhonggai stocks
: are very positive and most of them are very happy with their picks (qihu/
| f********x
发帖数: 2086 | 12
etc
Zhonggai
well said
【在 r***l 的大作中提到】
: a lot of zhonggai IT stocks have a fabulous time this year, sina/sohu/ntes/
: bidu/qihu/cyou/yy/dang/ctrp. There are some specific reasons like sina's
: weibo bought by alibaba, qihu's potential, sohu's valuation being raised etc
: , but the most important reason I think is the entire US market act very
: bullish which helps zhonggai's valuation. At the end of last year, Zhonggai
: took a major hit due to accounting argument between china and the US, so
: this year they come back with full strength under the help of bullish
: sentiment of US market.
: I just browsed xueqiu forum and see people's sentiment on zhonggai stocks
: are very positive and most of them are very happy with their picks (qihu/
|
|
