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?????????????????????????2011-06-17 16:25:11

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????????????????????????,????????????????????????????,????????(0700.HK: ????).??2004??6??????????,??????????????4.375????????????204.6???(6??10???????),??????50??,????500???????????????????????н???????(GOOG.O: ????)???????(AMZN.O: ????)??

????????2011??????????????,?????????????(???????ε?),???????????????????????????????????82.8%,12.3%??4.4%??

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???2011????????,????????????(QQ)????????6.743??,?????????????1.372???

?й?????????????????罻?????????????????????Facebook??Twitter??????????й???????.??????????????罻??????,?? ?2010???,Qzone??????????4.92??,?????????????????????8,460??;?????2010??4????????????,???2010???,??? ????????1.1???

???й????????????????(CNNIC)??????,2010???й???????????????4.573??,?????????????????34.3%,??γ????????? ??;?????????????????3.027??,????廥?????????66.2%.?????,?й??????????????????????????????????

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??????????,??????????????????????????.????????ε??г?????2010???????????????,????????????????. ????????????????????????????????3???????????QQ???衷??.??

???г??????????????????,??????????,?????й??????г?????28.8%.???(GAME.O: ????)??????(NTES.O: ????)λ?е?????????(????17.7%??17.4%).????2012??,?й???????????????2.3??,?г?????731?????????

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??????е????????????????????????QQ???????????.???????????????Ь?????????????????”??????”?????????з???????–??????????(LONG.O: ????);??????????λ????????????????????Groupon???й???????????–????????

??????????????,2011????????,?й?????????????????????г?????????3,973????????,?????????20.3%????????? ?????,?????????μ?????????????????(45.5%).5???,?й?????????????,?????????????27??????????а?????????????????? ???

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?????????????????????????????.?????????????,2011????????,?й???????????????г??????,?????????0.9%,????? (BIDU.O: ????)?????й???????75.8%??19.2%;?????????г???,?????????14.69%????????????,λ????(36.10%)?????? (19.06%)???

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????????????????г?,?????????????????????????.???4??,??????????????????Digital Sky Technologies???3?????,????????????罻???Facebook????????Zynga????;??????????????????????????????????? ????Riot Games;???????????????????????г????????????.????,??????,????????????????????й???

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