http://ben-evans.com/benedictevans/2014/3/12/700m-smartphones-tablets-in-china
http://www.chinainternetwatch.com/5403/report-china-mobile-payment-user-behavior-2013/
http://www.chinainternetwatch.com/6217/14-charts-profile-china-internet-2013/
https://www.google.com/finance?chdnp=1&chdd=1&chds=0&chdv=1&chvs=logarithmic&chdeh=0&chfdeh=0&chdet=1394866969568&chddm=2104&chls=IntervalBasedLine&cmpto=NASDAQ%3ASOCL%3BNASDAQ%3AKWEB%3BNASDAQ%3AQQQC%3BNYSEARCA%3ACQQQ&cmptdms=0%3B0%3B0%3B0&q=NYSEARCA%3APGJ&&ei=GPsjU4nwO8eFlQWnKg
socl: internet, fb =
tencent 12, lnkd, twtr, goog, yndx,
nexon...
cqqq: china tech,
tencent 12, qhoo 10, bidu 8,
lenono 6.5, gcl-poly, kingsoft...
pgj: china
kweb: china tech, tencent 10, qhoo 9, bidu 7,
ctrip 6
qqqc: china tech, qhoo = tencent 9, bidu 7, lenovo 6
비중은 달라도 장기 성과는 비슷, kweb이 단기 성과 높지만 상장기간이 짧다.
alibaba 상장 전의 빈 틈은 yhoo로 대신?
fxi 등에 대한 투자는 거품붕괴 후에.
거래량 부족 호가 갭: socl > kweb >...