g*7
2 楼
if qihu gets sougou, bidu will be under huge pressure despite of the truth
that bidu is cheap.
【在 c*******9 的大作中提到】
: still cheap though
that bidu is cheap.
【在 c*******9 的大作中提到】
: still cheap though
c*9
3 楼
bidu = google
qihu + sougou = yahoo + msft
qihu + sougou = yahoo + msft
h*v
4 楼
bidu's chart is fishy on weekly. i was bullish bidu when it was 88 or so,
but at this moment i am not sure.
【在 c*******9 的大作中提到】
: bidu = google
: qihu + sougou = yahoo + msft
but at this moment i am not sure.
【在 c*******9 的大作中提到】
: bidu = google
: qihu + sougou = yahoo + msft
g*7
5 楼
qihu and yahoo are totally different.
【在 c*******9 的大作中提到】
: bidu = google
: qihu + sougou = yahoo + msft
【在 c*******9 的大作中提到】
: bidu = google
: qihu + sougou = yahoo + msft
c*9
6 楼
almost there man, too cheap, too cheap.
r*l
7 楼
zhonggai IT stocks are doing a chain reaction.
first, baidu bought pps for 400M and that helps chinese video valuation.
yoku and sohu stock prices benefited from this.
second, this is big. alibaba bough 18% weibo for amazing 586M. This news
basically lifted all IT zhonggai valuation. Sina and sohu are two biggest
gainers.
then, it was rumored that baidu and 360 are bidding sogou with expensive
price. That pushed sohu price to another level.
finally, sohu's PE reached over 30, and investors started thinking "hey, if
sohu can have PE>30, why the heck bidu only has PE=20? and what about cash
cow ntes who is way better than cyou?" For zhonggai valuation, it is all
about "comparing to peers".
first, baidu bought pps for 400M and that helps chinese video valuation.
yoku and sohu stock prices benefited from this.
second, this is big. alibaba bough 18% weibo for amazing 586M. This news
basically lifted all IT zhonggai valuation. Sina and sohu are two biggest
gainers.
then, it was rumored that baidu and 360 are bidding sogou with expensive
price. That pushed sohu price to another level.
finally, sohu's PE reached over 30, and investors started thinking "hey, if
sohu can have PE>30, why the heck bidu only has PE=20? and what about cash
cow ntes who is way better than cyou?" For zhonggai valuation, it is all
about "comparing to peers".
c*9
8 楼
that might be it, more to go!
c*9
9 楼
holly shit, already pass 100, too fast too furious.
l*o
10 楼
可持续吗？。。。。
【在 c*******9 的大作中提到】
: holly shit, already pass 100, too fast too furious.
w*h
11 楼
还能买么？
今早看到奇虎有好消息，觉得也许对百度不大好。没想到白度居然稳步上涨。。。。
【在 c*******9 的大作中提到】
: still cheap though
今早看到奇虎有好消息，觉得也许对百度不大好。没想到白度居然稳步上涨。。。。
【在 c*******9 的大作中提到】
: still cheap though
c*9
12 楼
should get to 110-120 this run, or more
l*7
13 楼
能顺带抬抬新浪么，
【在 c*******9 的大作中提到】
: should get to 110-120 this run, or more
【在 c*******9 的大作中提到】
: should get to 110-120 this run, or more
c*9
14 楼
SINA might get to 80
l*s
15 楼
This is a very good point. I think the truth is that almost all Chinese
Internet stocks are way undervalued compared to their American peers. So US
investors are doing a catch-up right now.
if
【在 r***l 的大作中提到】
: zhonggai IT stocks are doing a chain reaction.
: first, baidu bought pps for 400M and that helps chinese video valuation.
: yoku and sohu stock prices benefited from this.
: second, this is big. alibaba bough 18% weibo for amazing 586M. This news
: basically lifted all IT zhonggai valuation. Sina and sohu are two biggest
: gainers.
: then, it was rumored that baidu and 360 are bidding sogou with expensive
: price. That pushed sohu price to another level.
: finally, sohu's PE reached over 30, and investors started thinking "hey, if
: sohu can have PE>30, why the heck bidu only has PE=20? and what about cash
Internet stocks are way undervalued compared to their American peers. So US
investors are doing a catch-up right now.
if
【在 r***l 的大作中提到】
: zhonggai IT stocks are doing a chain reaction.
: first, baidu bought pps for 400M and that helps chinese video valuation.
: yoku and sohu stock prices benefited from this.
: second, this is big. alibaba bough 18% weibo for amazing 586M. This news
: basically lifted all IT zhonggai valuation. Sina and sohu are two biggest
: gainers.
: then, it was rumored that baidu and 360 are bidding sogou with expensive
: price. That pushed sohu price to another level.
: finally, sohu's PE reached over 30, and investors started thinking "hey, if
: sohu can have PE>30, why the heck bidu only has PE=20? and what about cash
h*7
16 楼
I bought some @97
expect 110 and then sell off
expect 110 and then sell off
g*a
17 楼
刚刚出水
g*a
18 楼
几次到85的时候都没加仓，我恨我自己
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