You are on page 1of 69

1

2014
()


2014 2014

1985.10.21-

2014
13777235376 (QQ:87926863)

P2P

IPO

IPO

PMI 5

M2

P2P

Shibor

6.26

Ipo A
20

QE

QDII2 A

WTO

52

5 A

A
29


9 18 38%
IPO

IPO

IPO
IPO IPO

50%

28

710

80

7 23

0 0

6% 1%
5%

2014 7 22

19.9 6.92
7%

Android Nokia XNokia


X Nokia X Android
lumia

Android Android
Android

Android Android
Android
Android
Android

WP8.1

CPU

WP8.1
CEO

WP8.1

10

Jolla
Sailfish OS Jolla
iPhone 5s iPhone 5c
Sailfish OS Android
400

Jolla

2014.7.17 MH17

VIX 32% 14.54

8 17.10 1.3%
1316.90
MH17

2014

1861
150 80

11

9 81
107.89 7 16
8 7 8

5 8

2014

12

M2

800
RQFII

13


28

101

45%

14

30
50

2
2014

21

IPO

15

12 30
1.99
5000

2014

P2P
P2P P2P

P2P

16

P2P

P2

P2P
P2P

p2p

P2P

17

IPO

MPAA

GIGEGAT BT

P2P P2P

2014 6 16 0.5

2014
SLF

18

SLF
SLF

6 5

8000

IPO
2014 6 11
0.5
,
A IPO
1.08%

19

CPI 2.5%
4.1% 20% 3.4%

5 2.2%

20

4 3.1% 1.5%

33.3%
GDP 2.5% 71.2%

1-5

GDP

ECB2014 6 5
0.25 0.15-0.10% 0.35
0.4%
QE
ECB
OMT

21


TLTRO

ABS

2000

1.3605 1.3875 FactSet


2 5

QE

QE

22

49

23

IPO
6 3
6
2,270

IPO

30 1953.39
1.36 16 38
A

2260

2014 6 2 -

24

G2

2014 5 29

678

25

2015 1600

IPO

IBM
A

Win8
windows

LINUX

26

IBM IBM
20%IBM

51.51% 1.2 100%

90%

11

1466

18

27

2014 5 26

GDP
130

28

PMI 5
2014 5 23 PMI 5
PMI 49.7 5 40
0.9251 PMI

5 4 48.9
52.7 3
47.3

PMI

gDP 7.5

5 21

2011 9
Solyndra

29

1
2013 6

28

2013
10 7
4 6
10
2014 2011 229
400

30


2014 5 19

5.23 22

2010 2010
2012

2.8

31


1% 5

2014 5 16

47

47
1987

2010

10

32

16

CIO
RQFII
500

33

M2
, 4 1.55
2091 7747 176
5545 6546 M2 13%

M2 13% QE
M2

5%

2020

34


IPO
IPO 162

P2P

P2P 12 60
P2P
P2P
P2P

20%

P2P 30%

35


P2P

6%-7% 36 5.43%

Shibor
5 6 1W
4.8BP 3.092%2W 1M 11.7BP 3.941%3M
1.81BP 5.4474%

36

Shibor

20%
1

497
2.20%
28 5%

2013 25465 2010


8748

33
20% 65 8% 10
10
286671
000 6536098800

33

2014 4 2
0.9943%
0.0002%99.0055%

37


3
2000

2012 5
76 20%

6.26
2014 4 30 6.26
6.1580 24

6.26

QE

38

18

0.5%-2%

4 29
2014

180

2013

2020 4000 4%
28
0.43

39

15

2006 12 AP-1000
AP-1000
4
AP-1000
ACP-1000

2022 , 35%

Ipo A
2014 4 18 19
IPO 4 22 4 33
IPO 65 75

11 30

IPO IPO

40

IPO

4 11 ST

20

15-20

41

30

3.5%

42

1996
20 10 2013
37.2 5.1

1947
70

43

QE

rcep RCEP
recp tpp recp tpp

TPP
40%TPP RCEP tpp
rcep TPP
rcep WTO

44

WTO

TPP

TPP TPP

RCEP
TPP
2014
QE

2014 4 10

APEC
TPPWTO

10

1 6

45

15%-35%
40%

2020 2030

0
0

2030

QDII2 A
4.7

(QDII2) 2014

2013

46

QDII2
2013 QDII2
QDII2 2013

10 A 2 1.76

10%
T+0
T+1

QDII2

47

5%
5

3
1,000
2016

4 2

48

1500 246

7.5%

2014

7%
100 4
34

1 A
1 3%1

4 7300
100 50
10

49

51%
49%

2014 3 11 5
5

2013 7

50

2010 7 21

18

51

20 90%

52

WTO

80%

3.27 A
2013
5.7% 12.5%

2009
wto
2007
20

WTO

ID
18

53

3 18

3 22

0 ECFA

TPP
rcep(

2008

FTA
FTA

54


64 80

2013 6 21

3.18

33%

55

Jony Ive

56

1 24 268

Angelist 9
2400 2013 10
1000

57

2002
90% 2013 50%

58

2014.3.10
4.95%
7.93% 5

16%
25% 40

15% 30%
30
85

59

52

52

85

66.6
44

(G7)

MICEX 6%

60

1%
300 1.0% CAC 40 1.9% FTSE
100 1.6% DAX 2.5%
2014.2.27 ,1
11.0 2 6

20 1344 1.94%
25 13911
14
Franklin Templeton
50
1/5

130

150

150
B-

5 A
2014 2 28 5 1.79
7188.74

61

1833

A
mobile
A
APP
facebook 190 whatsapp

2008

62

440
cpu

8000

2013 12 6
2

3620.25

Silk Road 2 4500

63

;
;

64

1318.90 / 1300
2014 10%

(10%)

1300

65

A
300 IF1402 2277.4
2199.2 3 78.2
3.55%

2012 3.8
20.2%
A

QE
,, A
A

4500

A
679 1370.87 2014

2014 900

2014

66


29
29
2000
240
29

29

YouTube

240
240

67

2014

()



(852) 2111 1013
(852) 2111 1277
info@bookoola.com
www.bookoola.com

(852) 2558 6229


(852) 2558 7498
3 6 G H

68
68
ISBN 978 988 15561 4 1

Published in Hong Kong. All Rights Reserved.

68

69