【出版时间及名称】:2010年全球互联网行业前景展望
【作者】:摩根大通
【文件格式】:pdf
【页数】:328
【目录或简介】:
Table of Contents
Key Investment Themes ..........................................................5
Dot.Khan’s Top Ten Things to Watch for in 2010 ................15
U.S. Sector Outlooks.................................... 17
State of Advertising Overview...............................................19
Online Advertising Primers ...................................................23
Search Advertising.................................................................28
Display Advertising ................................................................32
Mobile Advertising .................................................................41
2010 eCommerce Outlook .....................................................50
2010 Online Payment Outlook...............................................60
Online Travel Agencies..........................................................69
Social Networks Primer .........................................................75
2010 Cloud Computing Outlook............................................82
eReader Market Outlook ........................................................89
International Sector Outlooks ..................... 97
China Internet Market Overview............................................99
Online Advertising................................................................105
Branded Advertising ............................................................112
Online Search........................................................................114
Online Gaming......................................................................121
eCommerce...........................................................................132
U.S. Company Previews............................. 139
Amazon.com, Overweight, ($136.49) ..................................141
Blue Nile, Underweight, ($64.28) .........................................149
Dice Holdings, Neutral, ($6.62)............................................156
eBay, Neutral, ($23.80) .........................................................164
Expedia, Neutral, ($26.46) ....................................................175
Google, Overweight, ($622.73) ............................................182
IAC, Neutral, ($20.82)............................................................189
Liberty Interactive, Overweight, ($10.93)............................196
MercadoLibre, Inc., Neutral, ($52.04) ..................................204
Netflix, Overweight, ($55.63)................................................212
Orbitz Worldwide, Neutral, ($7.04) ......................................220
Priceline, Overweight, ($223.61)..........................................227
RealNetworks, Inc., Neutral, ($3.76) ....................................234
Shutterfly, Inc., Overweight, ($17.84)..................................240
Yahoo!, Overweight, ($16.98) ..............................................248
International Company Outlooks .............. 257
Alibaba, Neutral, (HK$18.06)................................................259
Baidu, Overweight, ($416.23)...............................................267
China Finance Online, Neutral, ($7.28) ...............................274
NetEase, Overweight, ($37.01) ............................................280
Ninetowns, Neutral, ($1.78)..................................................287
Shanda Interactive, Overweight, ($52.10)...........................293
Shanda Games, Overweight, ($10.30).................................299
Sina, Neutral, ($45.22) ..........................................................305
Sohu, Overweight, ($57.51)..................................................312
The9, Neutral, ($7.15) ...........................................................319