BIDU作空动能衰竭.筑底似乎完成.

dlhy · Apr 8th, 2006, 10:15

股价\看涨期权...密切关注中.

dlhy · Apr 8th, 2006, 15:08

403兄,有些INSIDERS卖的确实VERY STUPID呀.

dlhy · Apr 8th, 2006, 15:13

在底部区域卖股的,都是纯散户行为.

dlhy · Apr 9th, 2006, 10:10

引用:

作者: hoopeo

看来D兄已经不是纯散户了。

努力向大户思维靠拢,哈哈.

dlhy · Apr 9th, 2006, 10:12

引用:

作者: sapphire

个人认为: 上看$62下掉$52 Profit/Loss Ratio不高, 所以只看不碰

http://biz.yahoo.com/ap/060407/biz_wall_main.html?.v=2

Analysts: Baidu.com Is Still Overpriced
Friday April 7, 4:29 pm ET
By Ellen Simon, AP Business Writer
Analysts Say Baidu.com Is Still Overpriced Despite Stellar Initial Public Offering, Long Decline

NEW YORK (AP) -- If Baidu.com Inc. were a band, it would be 'Nsync. If it were a fashion item, it would be leg warmers. If it were home decor, it would be avocado green shag carpeting. Baidu, the much hyped "Chinese Google," skyrocketed 354 percent on Aug. 5, 2005, the day it went public. Now it stands as one of the embarrassing investments of the last year.
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Baidu's American Depositary Receipts, which climbed as high as $153.98, now trade below $58 a share. What could be even more cringe-worthy for Baidu investors is the future: After months of decline, analysts say Baidu is still overpriced.

Baidu's history, so far, is one of hope colliding with reality. The Beijing-based company went public at $27 a share, then climbed to $122.54 its first day of trading. On Friday, the shares closed at $57.40, up 13 cents.

The shares began to slide within days, dropping below $100 within a week. After that, they swung dramatically. The stock lost a quarter of its value in one day after Goldman Sachs & Co. and Piper Jaffray, both underwriters of the company's initial public offering, issued research reports saying it was overvalued.

Despite its dramatic decline, Baidu remains "priced for perfection," Citigroup analyst Jason Brueschke said when he initiated coverage in January, months into the decline. In his next note on Baidu, he wrote, "Despite all the fundamental positives at Baidu, we still believe the company is trading above its fair value." Citigroup has a "Sell" rating on Baidu.

Anthony Noto of Goldman, Sachs & Co. said he couldn't justify the company's valuation "on an absolute basis or relative to the sector." Baidu trades at a significant premium to both U.S. large-cap Internet stocks and leading Chinese Internet stocks, he wrote. The company's estimated price-to-earnings ratio for 2006 is 84.7 percent.

Noto attributes Baidu's valuation "to exuberance over the opportunity in China as the economy booms" and excitement over Internet search companies based on Google's strong performance. The small number of publicly traded shares also "creates a disconnect between supply and demand," he said.

The challengers are lining up. Google Inc. has stepped up hiring in China. Yahoo Inc. spent $1 billion for a 40 percent stake in Alibaba.com, China's largest e-commerce site. Microsoft Corp. is investing in Chinese search and homegrown Sohu.com is building its search business.

In the face of such competition, Baidu may not be spending enough to expand its technology and offerings, wrote Piper Jaffray analyst Safa Rashtchy. Piper Jaffray ranks the stock "Underperform."

"Baidu, as the market leader, must withstand the collective impact of its competition," Citigroup's Brueschke wrote. Investors can get hurt even if Baidu maintains its market share, since the shares are likely to suffer with any kind of disappointment, from slower-than-expected growth to higher-than-expected costs.

Since analysts are so often the sunniest optimists of the investment world, it can be worth listening to them when they're at their outlook is gloomy. Consider their target prices, which are often overinflated. Target prices for Baidu are, for the most part, well below its current share price, which is one more sign that in the future, Baidu investors may be even more embarrassed about the shares' giddy IPO run-up than they are now.

建仓期间,为了吓退散户\大户,要适当出些坏消息滴,否则,就是送钱啦.

dlhy · Apr 9th, 2006, 10:13

如果BIDU回调一下,搞个三重底,就更有投资价值了,哈哈.

dlhy · Apr 9th, 2006, 11:40

引用:

作者: shenzhou6

个人认为：短期风险大与收益，

神兄是典型的看图说画派呀.

dlhy · Apr 10th, 2006, 08:34

当GOOGLE第一次冲上了450的时候,华尔街名嘴斩钉截铁的说:它肯定要上600元,3000元也不是顶,结果呢?盲目跟着股评的指挥棒走,究其是不花钱的股评走,MM要偷笑了,哈哈.

dlhy · Apr 10th, 2006, 14:05

MM在迅速拉升中!

dlhy · Apr 10th, 2006, 14:06

大主力已经潜伏入场,中金或中信\申万的海外投资部,专营美国市场!!!!

dlhy · Apr 10th, 2006, 14:12

BIDU开始走上升通道了,刚才的拉升,一是为了抢筹,二是为了显示实力,庄稼吸货已经较多.

dlhy · Apr 10th, 2006, 14:13

引用:

作者: trader403

D兄，内部消息

内部消息结合盘面感觉,哈哈.

dlhy · Apr 10th, 2006, 14:23

小道消息很容易得到,但只有CEO李彦宏才最清楚谁是真正的大MM.因为关键时候,大MM需要他发消息配合拉升,但李绝对不会透露谁是幕后主庄,因为内外勾结一旦败露,是要犯法的.BIDU拉到一定程度后,最可能的动作是拆股,视其成长性,有可能演变成慢牛走势.

dlhy · Apr 13th, 2006, 08:50

看看李和MM怎么制造题材,拉抬股价.

dlhy · Apr 13th, 2006, 10:00

引用:

作者: liszt

今天早上去公司开会前作了两间事情：

1)把KRY卖在了6.14
2)然后买进了BIDU5个九月60call合约@6.2，当时本来想买10个的，以为今天会继续盘整一下，所以准备下午再补近5个凑成10的，没想到这么快拉升，sigh

还好，今天在6.2的成交基本都是自己的，只好如此聊以自慰了

BIDU SEP06的CALL涨到了7.2了,老李.

dlhy · Apr 13th, 2006, 10:10

MM迅速拉升中.

dlhy · Apr 19th, 2006, 10:57

放量大涨6.8%.

dlhy · Apr 19th, 2006, 10:59

引用:

作者: liszt

BIDU的股价再次回落，但是九月option并没有怎么下跌，成交甚至还涨了点。本周OE day临近，估计BIDU本周也不会有什么大动静了，继续hold

SEP 60CALL暴涨了2.5,MY GOD!

dlhy · Apr 23rd, 2006, 20:45

李彦宏:中国互联网的发展不能令人满意

　　李彦宏说，大家可能觉得最近几年中国互联网发展的非常不错，在我看来是十分不令人满意的。做一个简单的对比大家就可以知道我为什么这么讲。中国互联网人口号称世界第二，但互联网渗透率不足10%，就是说10个中国人里面还有9个中国人没有上网，这渗透率甚至低于越南。另外，把百度、腾讯、新浪、搜狐、TOM等七个公司加起来是130亿美金的市值，而日本第一大互联网公司雅虎日本的市值就达到了500亿美金。并且，虽然我们号称是世界上第二大互联网市场，但这些公司目前所获得的市场认可，和领先者相比还是有相当大的差距的。因此我们说中国的互联网发展其实现在还有很多不合理的地方和不尽如人意的地方，这也正是我们在探讨中国互联网未来的时候需要思考的问题。

dlhy · Apr 24th, 2006, 07:55

引用:

作者: laopi老皮

D兄也开始研究高价股了？

看着无心大侠尽情玩GOOG,馋的慌,哈哈.

Apr 8th, 2006, 10:15	#1
dlhy Senior Member 注册日期: Jul 2004 帖子: 13,973 积分:22 精华:6	BIDU作空动能衰竭.筑底似乎完成. 股价\看涨期权...密切关注中.

Apr 9th, 2006, 10:13	#6
dlhy Senior Member 注册日期: Jul 2004 帖子: 13,973 积分:22 精华:6 声望: 13716118	如果BIDU回调一下,搞个三重底,就更有投资价值了,哈哈. 此帖于 Apr 9th, 2006 11:39 被 dlhy 编辑。

Apr 10th, 2006, 08:34	#8
dlhy Senior Member 注册日期: Jul 2004 帖子: 13,973 积分:22 精华:6 声望: 13716118	当GOOGLE第一次冲上了450的时候,华尔街名嘴斩钉截铁的说:它肯定要上600元,3000元也不是顶,结果呢?盲目跟着股评的指挥棒走,究其是不花钱的股评走,MM要偷笑了,哈哈. 此帖于 Apr 10th, 2006 08:52 被 dlhy 编辑。

Apr 23rd, 2006, 20:45	#19
dlhy Senior Member 注册日期: Jul 2004 帖子: 13,973 积分:22 精华:6 声望: 13716118	博鳌发话:李彦宏嫌市值低李彦宏:中国互联网的发展不能令人满意　　李彦宏说，大家可能觉得最近几年中国互联网发展的非常不错，在我看来是十分不令人满意的。做一个简单的对比大家就可以知道我为什么这么讲。中国互联网人口号称世界第二，但互联网渗透率不足10%，就是说10个中国人里面还有9个中国人没有上网，这渗透率甚至低于越南。另外，把百度、腾讯、新浪、搜狐、TOM等七个公司加起来是130亿美金的市值，而日本第一大互联网公司雅虎日本的市值就达到了500亿美金。并且，虽然我们号称是世界上第二大互联网市场，但这些公司目前所获得的市场认可，和领先者相比还是有相当大的差距的。因此我们说中国的互联网发展其实现在还有很多不合理的地方和不尽如人意的地方，这也正是我们在探讨中国互联网未来的时候需要思考的问题。

Apr 8th, 2006, 15:08	#2
dlhy Senior Member 注册日期: Jul 2004 帖子: 13,973 积分:22 精华:6 声望: 13716118	403兄,有些INSIDERS卖的确实VERY STUPID呀.

Apr 8th, 2006, 15:13	#3
dlhy Senior Member 注册日期: Jul 2004 帖子: 13,973 积分:22 精华:6 声望: 13716118	在底部区域卖股的,都是纯散户行为.

Apr 10th, 2006, 14:05	#9
dlhy Senior Member 注册日期: Jul 2004 帖子: 13,973 积分:22 精华:6 声望: 13716118	MM在迅速拉升中!

Apr 10th, 2006, 14:06	#10
dlhy Senior Member 注册日期: Jul 2004 帖子: 13,973 积分:22 精华:6 声望: 13716118	大主力已经潜伏入场,中金或中信\申万的海外投资部,专营美国市场!!!!

Apr 10th, 2006, 14:12	#11
dlhy Senior Member 注册日期: Jul 2004 帖子: 13,973 积分:22 精华:6 声望: 13716118	BIDU开始走上升通道了,刚才的拉升,一是为了抢筹,二是为了显示实力,庄稼吸货已经较多.

Apr 10th, 2006, 14:23	#13
dlhy Senior Member 注册日期: Jul 2004 帖子: 13,973 积分:22 精华:6 声望: 13716118	小道消息很容易得到,但只有CEO李彦宏才最清楚谁是真正的大MM.因为关键时候,大MM需要他发消息配合拉升,但李绝对不会透露谁是幕后主庄,因为内外勾结一旦败露,是要犯法的.BIDU拉到一定程度后,最可能的动作是拆股,视其成长性,有可能演变成慢牛走势.

Apr 13th, 2006, 08:50	#14
dlhy Senior Member 注册日期: Jul 2004 帖子: 13,973 积分:22 精华:6 声望: 13716118	看看李和MM怎么制造题材,拉抬股价.

Apr 13th, 2006, 10:10	#16
dlhy Senior Member 注册日期: Jul 2004 帖子: 13,973 积分:22 精华:6 声望: 13716118	MM迅速拉升中.

Apr 19th, 2006, 10:57	#17
dlhy Senior Member 注册日期: Jul 2004 帖子: 13,973 积分:22 精华:6 声望: 13716118	放量大涨6.8%.