引用:
原帖由 peninsula 於 2006-12-5 08:04 AM 發表
中電信(0728)越升越有,股價升幅擴大至13%現報3.92元,創新高,成交達11億元。另一隻內地固網股網通(0906)現報16.20元,升8.3%。
市場憧憬內地發 3G 牌,中電信及網通將可發展成綜合電訊服務供應商,與中移動(0941)及聯 ...
The one thing that an investor should probably avoid touching now is the 3G concept. Look at Hutchson, it has burnt so much cash, and yet its 3G business is still far away from making profit.
On Friday Dec 15th, the joke of the market was that Hutchson wanted to sell off its 3G business to China Mobile, and that story actually took 0941 price down significantly in the afternoon. As much as a joke it was, think of how market reacted to the thought of 0942 buying up Hutchson's 3G businss, investors voted with their foot - running away from it!
3G concept IMHO is some real


that people shouldn't even come close to it.