b*r
4 楼
GS两个月前不是刚downgrade了一把新浪?
Goldman Sachs Downgrades SINA Corporation (SINA) to Neutral, Sees Limited
Upside to Weibo
iChinaStock.com 2011-02-16 09:46:43 Chinese Version
Goldman Sachs downgraded SINA Corporation (NASDAQ: SINA) from Buy to Neutral
, but raised their price target from $80 to $85.
The firm said the market-implied valuation for SINA's mini-blog, Weibo, has
now reached $2 billion, and they see limited upside to Weibo's valuation
because monetization remains in the early stages.
Goldman Sachs Downgrades SINA Corporation (SINA) to Neutral, Sees Limited
Upside to Weibo
iChinaStock.com 2011-02-16 09:46:43 Chinese Version
Goldman Sachs downgraded SINA Corporation (NASDAQ: SINA) from Buy to Neutral
, but raised their price target from $80 to $85.
The firm said the market-implied valuation for SINA's mini-blog, Weibo, has
now reached $2 billion, and they see limited upside to Weibo's valuation
because monetization remains in the early stages.
t*g
6 楼
sina的ownership:
http://investors.morningstar.com/ownership/shareholders-overvie
GS即使有也就是他们旗下的一个小hedge fund而已。再说了,sina这么小点的盘子值得
黑老大上去肉搏?全砸到0也没多少钱。
【在 b*****n 的大作中提到】![](/moin_static193/solenoid/img/up.png)
: 那就直接明早砸盘,然后公布消息就好了,现在这样的时间安排很诡异啊。
: 另外号称同样重仓sina作庄的还有JPM,黑老大最近刚在油价上和JPM& BAC唱了一把反
: 调,莫非有啥联系?
http://investors.morningstar.com/ownership/shareholders-overvie
GS即使有也就是他们旗下的一个小hedge fund而已。再说了,sina这么小点的盘子值得
黑老大上去肉搏?全砸到0也没多少钱。
【在 b*****n 的大作中提到】
![](/moin_static193/solenoid/img/up.png)
: 那就直接明早砸盘,然后公布消息就好了,现在这样的时间安排很诡异啊。
: 另外号称同样重仓sina作庄的还有JPM,黑老大最近刚在油价上和JPM& BAC唱了一把反
: 调,莫非有啥联系?
b*n
8 楼
nice,我也是一直听说是黑老大和JPM作庄,所以觉得很奇怪,现在清楚了,如此看来
,sina情况确实不太妙了.....
【在 t****g 的大作中提到】![](/moin_static193/solenoid/img/up.png)
: sina的ownership:
: http://investors.morningstar.com/ownership/shareholders-overvie
: GS即使有也就是他们旗下的一个小hedge fund而已。再说了,sina这么小点的盘子值得
: 黑老大上去肉搏?全砸到0也没多少钱。
,sina情况确实不太妙了.....
【在 t****g 的大作中提到】
![](/moin_static193/solenoid/img/up.png)
: sina的ownership:
: http://investors.morningstar.com/ownership/shareholders-overvie
: GS即使有也就是他们旗下的一个小hedge fund而已。再说了,sina这么小点的盘子值得
: 黑老大上去肉搏?全砸到0也没多少钱。
t*g
9 楼
其实GS的rating还是基本上基于基本面分析的,算是花街靠谱的。
比如GS说油价,这油价确实很快就要下100的:)
Neutral
has
【在 b******r 的大作中提到】![](/moin_static193/solenoid/img/up.png)
: GS两个月前不是刚downgrade了一把新浪?
: Goldman Sachs Downgrades SINA Corporation (SINA) to Neutral, Sees Limited
: Upside to Weibo
: iChinaStock.com 2011-02-16 09:46:43 Chinese Version
: Goldman Sachs downgraded SINA Corporation (NASDAQ: SINA) from Buy to Neutral
: , but raised their price target from $80 to $85.
: The firm said the market-implied valuation for SINA's mini-blog, Weibo, has
: now reached $2 billion, and they see limited upside to Weibo's valuation
: because monetization remains in the early stages.
比如GS说油价,这油价确实很快就要下100的:)
Neutral
has
【在 b******r 的大作中提到】
![](/moin_static193/solenoid/img/up.png)
: GS两个月前不是刚downgrade了一把新浪?
: Goldman Sachs Downgrades SINA Corporation (SINA) to Neutral, Sees Limited
: Upside to Weibo
: iChinaStock.com 2011-02-16 09:46:43 Chinese Version
: Goldman Sachs downgraded SINA Corporation (NASDAQ: SINA) from Buy to Neutral
: , but raised their price target from $80 to $85.
: The firm said the market-implied valuation for SINA's mini-blog, Weibo, has
: now reached $2 billion, and they see limited upside to Weibo's valuation
: because monetization remains in the early stages.
n*s
10 楼
April 21 (Bloomberg) -- Sina Corp. was cut to “sell” from
“neutral” at Goldman Sachs Group Inc. The brokerage increased
its share-price forecast to $105 from $78, analysts led by
Catherine Leung wrote in a report.
“neutral” at Goldman Sachs Group Inc. The brokerage increased
its share-price forecast to $105 from $78, analysts led by
Catherine Leung wrote in a report.
v*k
13 楼
GS降级还是挺厉害的。烧qihu dang 吧
w*o
15 楼
与其在那瞎猜,其实谁是"庄家",查一下13F就知道了,我知道的是,SINA/SOHU/NTES,
都有一个共同的"庄家", 很诡异的,公司注册地是百慕大,所以说完全有可能是国内的
资金在炒,看这种直线拉升的操盘手法跟A股风格很像。BIDU的"庄家"注册地在英国,
好像。
都有一个共同的"庄家", 很诡异的,公司注册地是百慕大,所以说完全有可能是国内的
资金在炒,看这种直线拉升的操盘手法跟A股风格很像。BIDU的"庄家"注册地在英国,
好像。
b*2
18 楼
看来不妙, 明天我把留的1/3仓位出了, 看看再说.
w*l
21 楼
如果是中投就爽了。lol
奇怪,中投怎么不投美国债卷呢?
奇怪,中投怎么不投美国债卷呢?
w*l
23 楼
但中投是百发百中,投谁谁灭亡啊~~~
这个能解决山姆大叔的头疼问题
这个能解决山姆大叔的头疼问题
相关阅读