发布于: iPhone转发:11回复:20喜欢:2
我对阿里入股高德反而股价大跌的理解是:投资人本来想借收购解套,但发现只是注资,这让一批投资人很失望,他们对高德长期做移动地图的信心不足。那我的问题是:长期来看高德在移动地图业务上相对百度有何优势?

全部讨论

2013-05-11 02:35

Buy the rumor, sell the news. Nothing new. But lots of lots of people will still fall in that trap. $高德软件(AMAP)$

2013-05-10 23:09

本地移动搜索这几个与地图结合地比较紧密,个人认为百度地图胜出的可能性更大。

2013-05-10 22:58

原因也有可能是:
1、高德软件是通过增发新股让阿里巴巴集团入股的,老股东被稀释了
In addition, AutoNavi announced that the parties have entered into definitive agreements whereby Alibaba, through a wholly owned subsidiary, will invest approximately $294 million in newly issued preferred and ordinary shares of the Company, representing approximately 28% of the Company's total issued and outstanding shares on a fully-diluted basis.
2、按照2.94亿美元占股28%,估值仅10亿美元,相对昨天收盘价15美元市值7.34亿美元,溢价并不高

2013-05-10 22:43

阿里在电子商务之外,好像没有做成功过一款软件产品。