Monday, November 1, 2010

I also talk about the ceiling Baidu

 Looking well-known Internet analyst wrote Lubbe U.S. dollar rose on July 6 198 U.S. dollars, or up 38.1%; the China concept stocks mainly from the high driving force of China Investment Bank analyst optimistic about stocks in general; particular search engine advertising market in China's future growth online advertising potential and the Olympic theme, is the analyst who sing the praises of the two main reasons.
Lu with his high view of the market outlook, shares of Baidu, I do not want to repeat here, Mr Lu's view I only said my opinion.
main reasons affecting the stock price performance of the company and analysts of its business outlook. We talk about the core factor is the performance that is income.
us look at how Baidu's income come from? income is now the most important PPC, which is the core of Baidu. The most important point about PPC:
1, Baidu is not able to tap more customers, but also Baidu said can sell more keywords.
keywords increase is slow, because the emerging industry is limited, the emerging key words also limited. the original keyword mining industry is also limited. So Baidu is not optimistic about the market outlook to sell more keywords.
2, the original keywords will not sell a higher price.
keyword price depends on the advertisers know the value of the search word, I think that China's current situation, brought about by price increases this value is limited. advertisers on the search engine more rational investment, coupled with click fraud and invalid clicks occur, advertisers will be on the high-priced keywords cautious.
3, can increase the click rate is not.
click-through rate of increase is mainly caused by increased flow of value-added advertising value, this and the overall number of Internet users and Baidu's market share of about , the extension space is limited. The annual growth rate close to the growth rate of China's Internet screen name. On the hit rate we should consider two factors, one is click fraud and invalid clicks, 2 of the original increase in the level of Internet users ( For example, my wife had just read the news online chat, and now able to use search engines to find skilled content she needs), this two factors, I do not have relevant data, so do not make a comment. < br> more than 3 is the main income of Baidu, Baidu Here's what the status of the forward-looking products.
1,bailey UGG boots, Baidu Baidu News Licensing
dream to get a general company news license, the license information to do for some entities The site is very important,UGG boots clearance, but for Baidu, but very little meaning, Baidu is doing the search,UGGs, and the result is someone else's house, and the license is to enrich their own news content.
2, Baidu's Japan plans
Baidu Baidu to enter Japan is an important strategy, but how its development, also need time to wait.
3, Baidu Baidu News Channel ad
other products are banner ads have a similar hard in ads, but Internet advertising Baidu is not the main, the impact of their limited income.
4, Baidu's wireless strategy
a lot of friends tend to ignore this one, but I am very optimistic about the strength of late, China has 500 million mobile phone , equivalent to 500 million terminal, and then the next 5 years, Baidu will become another important source of income.
5,cheap UGG boots, Baidu's other products
Wikipedia, the teaser, maps, legal search, Sinology, space blog, picture, hard search, know, index, etc., these operations have not yet developed, see the benefits there for a long time. but there are a number of high commercial value, such as map search, Baidu Index. have a high commercial value. Baidu shares
in the end how much is the ceiling? I can not give an answer here, but from this year's Baidu share price gains of view, the capital market a little too high to see the return on Baidu. stock is such, and some speculation before the concept of Some make money, or that what is the use of Wall Street pundits.

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