财新传媒
位置:博客 > Doug Young > 文章归档 > 2018年10月
2018年10月31日 12:50

E-COMMERCE: Alibaba Lays Out Big Goals in Annual Letters

Bottom line: Alibaba's vague road map in its latest chairman and CEO annual shareholder letter is too far off to be meaningful, but does chart its aspirations to change from its current form to something more like an IT services company.

Alibaba (NYSE: BABA) founder Jack Ma and his heir apparent Daniel Zhang have just laid out their vision for the e-commerce giant in their latest annual letter ...

阅读全文>>
2018年10月24日 17:31

IPOs: No One Comes to Haier's German Party

Bottom line:  Haier's weak IPO under a new German program to internationalize Chinese stocks owes to lack of awareness and thin trading, and reflects challenges the new market will face in its drive for recognition.

What if you threw an IPO and nobody came? That's what seems to be happening for home appliance giant Haier, which has just made the inaugural listing on a new Sino-German stock exch...

阅读全文>>
2018年10月18日 11:26

SEARCH: Google Takes Offensive on China Search Return

Bottom line: Google's decision to finally talk openly about its plan to return to China looks smart though slightly late, by explaining the desperate need for alternatives in the massive though tightly controlled search market.

After staying mum on the subject for quite some time, Google (Nasdaq: GOOG) is finally speaking out on its controversial decision to return to the China search market. I...

阅读全文>>
2018年10月10日 12:27

HARDWARE: Is China Spying on Western Hardware?

Bottom line: A Bloomberg report on Chinese government spying microchips in hardware used by Apple, Amazon and others may be flawed, but highlights the potential for such spying due to China's important place in the global supply chain.

As I return to blogging after a couple weeks absence, I wanted to weigh in on an explosive story that ran last week in Bloomberg about tiny spying chips that had...

阅读全文>>