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所跟帖: 任雯颐 I didn't mean leaps. I meant long on puts, hoping to   2011-08-18 23:05:42  


作者: 老蝎   Actually I was thinking of buying LEAP puts 2011-08-18 23:24:42  [点击:567]
at a more opportune time, hence interpreted your words that way.

BIDU is a good choice. 百度的运气正在变坏。官府开始对百度卸磨杀驴了。不是政治原因,而是出于对百度市场占有率的妒嫉、眼馋。CCTV等官媒开始对百度围攻,扩散负面消息。这无疑将会影响到百度的客户。BIDU的超高P/E完全是建立在它给投资人在中国互联网上八面威风、所向无敌的印象上。一旦这个形象被官媒毁灭,百度的P/E将会跌回20。所以未来一年里BIDU价格被腰斩的可能很大。

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