genius看好网易！

2017-08-17

$网易(NTES)$ 我看好网易基于以下几点(姑且对比两家游戏公司)：1、马化腾持有腾讯10%，丁磊持有网易44%；一个是CEO，一个是BOSS。2、财务指标及确定性腾讯并不比网易好，仅一个季度数据并不能说明问题；但PE一个是64倍，一个21倍。3、网易$10亿回购计划仅用掉$1亿，可逢低购入自家股票。4、企业文化：段永平对比BABA与步步高的话适用于此：阿里文化是要做第一，我们是要做好本分。

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genius
2017-08-17
genius
马云持有BABA8%；至于企业文化段永平有说本分即道法自然，fast is slow.

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