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[ÀíÏòÑô (11-3 0:53, Long long ago)] [ ´«Í³°æ | sForum ][µÇ¼ºó»Ø¸´]1Â¥

good news? actually just only very littlemany inc reporting declining or slow profit growth,

today the only big surprise i saw is the employment report.

for US stocks ,(non-tech stocks) , suggest is to sell into strength :)


but frankly I think other emerging market might not be sold too badly.
[speculatist (11-3 1:00, Long long ago)] [ ´«Í³°æ | sForum ][µÇ¼ºó»Ø¸´]2Â¥

(ÒýÓà speculatist:good news? actually just only very littlemany inc reporting declining or slow profit growth, today the only big surprise i saw ...)ΪÁËÍì¾ÈµÀÖ¸,ÎÒÇ¿ÁÒ½¨Òé°ÑÖйúÒƶ¯,ÖйúÉñÓͺ͹¤ÉÌÒøÐÐ,±àÈëµÀÖ¸,¹þ¹þ²»ÖªµÀ,ÃÀ¹ÉµÄÊÀ½çµÄÓ°ÏìÁ¦»¹Óжà´ó,µ«ÊÇÎÒ¸öÈËÈÏΪÈç¹ûÃÀ¹úÆóͼ°Ñ×Ô¼ºµÄΣ»úת¼ÞÑÇÖÞ.ÎáÈÏΪÕâÖÖ×ö·¨ÕýÔÚ½øÐÐ,µ«ÊÇÊǷdz£ÓÞ´ÀµÄ.[ÀíÏòÑô (11-3 1:11, Long long ago)] [ ´«Í³°æ | sForum ][µÇ¼ºó»Ø¸´]3Â¥

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Èç¹ûºÜ¶àÈ˵±³õ²»Ñ¡ÔñËûÃÇÊÇÒòΪËûÃDz»ÊÇTech guy, they cannot understand the business model, (like warran, or peter lynch)£¬ÄÇÏÖÔÚ¾ÍÊÇÕâЩ¹«Ë¾Ö¤Ã÷hard cash¿ÉÒÔͨ¹ýÕâÖÖmodel realizedµÄʱºòÁË¡£


Long tech stocks.
[speculatist (11-3 1:40, Long long ago)] [ ´«Í³°æ | sForum ][µÇ¼ºó»Ø¸´]5Â¥

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Ëæ±ã˵˵£¬ÈçÓвî´í£¬¾¡µ±Ð¦»°¡£
[ÄîÅ«½¿ (11-3 9:51, Long long ago)] [ ´«Í³°æ | sForum ][µÇ¼ºó»Ø¸´]7Â¥

(ÒýÓà ÄîÅ«½¿:Ҳ̸һµã¿Æ¼¼¡£ÏÖÔÚ΢ÈíµÄµçÄÔϵͳÊÇʹÓõÚÒ»µÄ£¬ ¾¡¹Ügatesµ±×ÅÈ«ÊÀ½çµÄÃ棬¿ª»ú£¬À¶ÆÁ¡£ MSƾƯÁÁµÄÁ³µ°ÈÃÄÇЩ²»×¢ÖØÈË»úÍâ±í£¬µ«ÎÈÖØÏ...)ÄÜ°Ñϵͳ½²ÕâôÇåÎú, ±ªÄ³¾´ÑöÖ®ÇéÈçÌÏÌϽ­Ë®Á¬Ã಻¾ø
ÄÚÐã°¡, ÄÚÐã.

×îºÃÄܰѶÔÓ¦µÄÉÏÊй«Ë¾Ò²µã³öÀ´ÈÃÎÒµÈÍâÐÐÕ°ÑöÕ°Ñö.

:)
[»¨±ª (11-3 10:01, Long long ago)] [ ´«Í³°æ | sForum ][µÇ¼ºó»Ø¸´]8Â¥

(ÒýÓà speculatist:Tech Ç¿¾¢ËµÃ÷ÁËʲô£¿ºÜ¶àOnline technology ¹«Ë¾ÓÐʲôÌص㣿 ËûÃÇÊÇеÄÉú²úÁ¦£¬¾­ÀúÒ»´Î±ÀÀ£ºó£¬ÖØлØÀ´£¬ÓиüÎȽ¡µÄÒµ¼¨Éó²é£¬±¨±...)quite true.and i would like to keed an eye on what you mentioned. still we have to take P/E into reckoning.

big guys have an additional advantage: they use $$$ to buy out infant competitors like utube. then noboday can compete with them. however, i am sure there is, are, and/or will be brave David(s) infront of Goliath(s), before being listed somewhere.



one more thing i think internet companies you mentioned are nolonger hitech thing liao! as no body take agri companies bio-chemi-physic-physological, even though plant photosynthesis is such a bio-chemi-physic-physiological precess. :p
[·ÖÎöһϠ(11-3 11:01, Long long ago)] [ ´«Í³°æ | sForum ][µÇ¼ºó»Ø¸´]9Â¥

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