Wall Street has a relaxation of the pessimistic argument of China's concept stocks, because investors noticed that Chinese companies that rely on text messages are forgen, such as "Portal Games", or "SP Software", and China The emergence of new SP forces makes the so-called "policy risks" that US investors often come to "policy risks".
NetEase has announced the earnings report, and the income of wireless product such as SMS reduced 23.5% over the previous quarter, but this bad data did not seriously drag the stock price of NetEase. The reason is that Netease has "online game" body, its fourth The net income from the game from the season is $ 23.8 million, which is nearly 23% over the quarter.
More representative "Amulet" comes from the first place to log in to NASDAQ this year's "Huayou Century", it is the "SP Software" concept. In addition to Homantic SMS, WAP, CRBT and other SP businesses, including system integration services, is a professional telecom value-added service provider and integrated software developer.
For most people, "Huayou Century" is a unfamiliar name, the brand's tender, did not prevent it from growing on average of 1536%, and successfully landed in the NASDAQ market this year. At that time, the concept of "SP" "SP" is generally low, and many industry people are worried about the "bleeding" of Huayu Century for this, and the Huayou Century has proved to be worried about the steady development of the stock price.
Obviously, Wall Street is more preferred to "technical lead" type, because they believe that in the Chinese market, especially the night before the 3G era, "technical leaders" can ensure that a company can launch consumers like products, thus Maintain excellence in competition.
In addition, China's freshmen SP forces have more aggressive on the product and can be at all for this. A few days ago, China's hot movie "Hancheng Raiders", Huayou Century Deliveed to Million Higher Volunteers to Visiting this Lunar New Year's Outlook. They have also launched the "Star Online Interview", users can listen to the online interviews of the stars, currently including sorghum, Liu Ruoying, Jolin Tsai, etc. have already accepted online interview.
Recently, the intensive Shanda and Sina's shareholding battle also provided more imagination in Wall Street. The competition of online games, SMS, and network news is increasingly fierce, but the grand boss Chen Tianqiao is "interactive and entertainment Chinese portal", this concept is excited, the US investor is excited, the transaction is not completed, Sina stock price has broken through 30 dollar mark.
Nasdaq China's new first-generation Lawrence. When he was interviewed by a reporter, he received a new vitality to the Huayou Century Listing and Sina Shantai incident. These companies have added new vitality to China's concept stocks.
Industry insiders said that the Internet company has a large connection to the Nasdaq to be successful and the stock price and "concept" have a great connection. For example, the three major portals in China are "portal" concept, grand and ninth cities are "Internet games". Concept, Ctrip and E Dragon are "Internet Travel" concept ... Most of these companies are the industry's leading, coupled with the unlimited imagination space provided by China's Internet huge development potential, so many Chinese concept stocks including Huayou Century are natural. I have gained a sought after the overseas investors.
