|
????昨天，惠普（HP）的股票在盤后交易時段突然大漲，因為科技博客Quartz有報道稱“惠普董事會正考慮是否分拆公司”！ ????而事實上，這僅僅只是個新聞標題而已。其實際內容含混不清、甚至根本找不到出處：惠普董事會成員已經就可能的分拆方案進行磋商，不過他們也討論了繼續(xù)保留完整公司的好處。因為惠普似乎已開始緩慢復蘇，而且其股價自去年11月跌破12美元后又重新進入上升道。 ????惠普在去年12月27日提交給美國證券交易委員會(SEC)的報告中稱，公司正在評估“剝離可能無法幫助我們實現(xiàn)目標的資產和業(yè)務?！辈贿^，據(jù)消息人士透露，惠普并未成立特別委員會對分拆進行評估，而且目前也無此計劃。 ????“換言之，惠普董事會的成員們不過在做自己的分內事：評估所有可能的選項。而且，我們本來就已經知道這件事（該公司在提交美國證交會的文件中說明了此事）。 ????然而，有些交易員顯然覺得此“新聞”值得他們下注。而且這也不是他們第一次忽略這么明顯的事情。 ????上月底，聯(lián)想（Lenovo）首席財務官黃偉明向彭博社（Bloomberg）表示：“我們正在審視所有機會——RIM以及其他許多機會……假如出現(xiàn)對公司和股東有利的機會，我們將毫不遲疑?！焙谳˙lackBerry）股價隨后飆升。 ????這番表態(tài)十分靦腆，但這沒關系。單單這新聞標題——聯(lián)想稱或將競購RIM以鞏固移動事業(yè)部——已經足夠讓一些傻子散財。 ????嗨，我明白新聞標題的價值，特別是在如今這個微博橫行的年代。但是，請記住：如果你馬上進行交易，而非花上1分鐘來來瀏覽新聞報道，那么你從中獲得的價值將遠低于助推某條新聞標題，使其顯得重要無比。交易員們要當心了。（財富中文網(wǎng)） ????譯者：項航 |
????Shares of Hewlett Packard (HPQ) jumped in aftermarket trading today, following aQuartz story that the "HP board is studying whether to break up the company." ????Actually, that was just the headline. The actual story is a noncommittal mishmash that includes such lines as: ????The HP directors have discussed the details of a possible breakup scenario, but also the merits of the company staying whole, since a recovery seems to be slowly taking hold and its share price has gained steam since it fell below $12 last November. ????In a Dec. 27 SEC filing, HP said it was evaluating "the potential disposition of assets and businesses that may no longer help us meet our objectives." But the board has not formed a special committee to assess a breakup option and does not currently have plans to do so, the people familiar with the matter said. ????“In other words, the HP board of directors is doing what boards of directors are paid to do: Evaluating all possible options. Moreover, we already knew they were doing it (because they told us in the SEC filing). ????Yet, some traders apparently feel this "news" is worth betting on. And it isn't the first time that such folks failed to read the not-so-fine print. ????Late last month, BlackBerry (BBRY) shares surged after Lenovo (LNVGY) chief financial officer Wong Wai Ming told Bloomberg that "We are looking at all opportunities -- RIM and many others... We'll have no hesitation if the right opportunity comes along that could benefit us and shareholders." ????Never mind that the comment was milquetoast at best. The headline -- Lenovo Says RIM Bid Among Options to Boost Mobile Unit -- was enough to make fools part with their money. ????Look, I understand the value of headlines. Particularly in an age of 140-character limits. But please remember this: The value you gain in trading right now rather than in the 60 seconds it would take you to skim the story pales in comparison to the value we can gain in goosing a headline to make it look super duper important. Trader beware. |
相關稿件
最新文章