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互联网公司又悄悄地杀回来了,以一种更谦卑的姿态。他们不再到处举办Party或者发布会,不再为签下一单而兴奋,而是向投资者或合作伙伴强调它们的脚踏实地,强调他们的销售额。它们的财务报表越来越好看,它们的业务越来越精湛。三年前的4月,网络股的暴跌加速了美国那场持续了近十年的大牛市的消亡,全球经济也在其后陷入衰退。但现在,NASDAQ开始重新向它们示好——今年以来,尽管大盘仍在下行,网络股却攀升约3%,成为华尔街硕果仅存的上涨类股之一。鉴于它们的股票已遭受重创,价值型投资者认为其上行空间仍然巨大。
Internet companies have quietly killed back, in a more humble attitude. Instead of being excited about signing a single party, they no longer host parties or conferences everywhere, but instead emphasize to investors or partners that they are down to earth, emphasizing their sales. Their financial statements are getting better and better, and their business is getting more sophisticated. Three years ago in April, the plunge of Internet stocks accelerated the demise of the big bull market that lasted nearly 10 years in the United States, and the global economy was also in recession thereafter. But now NASDAQ is beginning to show its good again - while the broader market is still down this year, internet stocks have climbed about 3% to become one of the Wall Street’s only remaining highs. Given their stock has been hit hard, value investors think its upside is still huge.