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65 4,000

(00005)8

(8
19 )(00941)

(08058) 0.5 6.65 1.96

5 12.98
(01066)(01818)(01812)

86
BRIC((Brazil)(Russia)(India)(China))

86 6070

(08058) 20

1989 650 1997

1956

10,000 10 100 1,000

50%
Honda

SWOT

60

86
(00665)
(00291)
?

SWOT
(Strength)(Weakness)(Opportunity)(Threat)

5% 6%
(08230)

25 12 50

08 ()
6 72.2% 74.3% 06 07
200

3 7,400
00388

(00392)

0.4 2
5
2.5 3 2.35 5

01080 2.2 1.35

10 5 36

90%

58,000 7.3%

2,380 2,000 40

00568

00839

1.58 1.6
2 1.5
2

00197
10 1 2

2006

08/09 ROE 5% 1 5

09/10 ROE

1.2

13

4 TDR 4
5
TDR 8 9

8 0.76 0.8 0.8 1


2 10

8 20

02005

84

09 1.1 2.2
09 50% 22%10
20.6

A
43% 37%

60 6%
10%
7 A
09 68%

42.5 20.7

7 2.15 14 RSI 50
2.4 3 5 2.2

20

650 150
160 960

17 00001 76.1

2008

9 12

9 12

5%
5%

1994


BRIC

BRIC

(00013)(00267)
4

100
1956

450

1948
1954
90

86
6


1.
2. 2.
3. 3.
4. 4.
5. 5.
6. 6.

100

(1)(2)
1989 650 1997

0.5 5 12.98
11 20

(1)(2)
2003 4 (00857) 6.31%
13.35% 1.61 1.68
2007 7 11.4 14.36 2007
11 20.25
2008 2.25 (01211)H () 8


10 88.4 46.4

(1)(2)

2008 A Bull in China


A B H

(1) 150 (2)


(Anthony Bolton)4 Fidelity China Special Situations
Fund

80
(00941)(01398)(03968)(00700)(00762)
4 19 6.6% 11.2%

(1)(2)

(00388) 5%(01688)

(B2B)

16.52 15.28
(00960)(03838) 3% 23%

(1)(2)
PIMCO 10 20
4 Eqs Pathfinder (00823)
2.14%

4 11.3%

(00001) 76.1

5% 10%
1,200

16,000
20


(00016) 56

(00066)

(00163) The Java

CFA

8 5
2007

2009 12,000
(00005)

8,000
8 20,000

8 5


(00001)
()

2007 2009

$2,700

13
15 15 1997 6

17
4,000 100

65 400

1 2015

2007 7 9
50 32%


4 17

40
24

500 2,800 1,600


30 2,731
4,000

13
400 1,600 60

13 400
1,600
2005 6
5% 17,377
1,834

2005 2006
700 2,000 5
2007 2009
1,600 2,000

6
4,000 1997 8,000

01109

10

6,000 5
5,705 1
ifc
90

2002 2004 2007


10 2,000
5
1,000 2,000
6,000 1 3
24
101

20
11.2
100 120 3

5
10

24

---------------------------------

6,700 2

4 30% 40%
7

----------------------------------

SOHO 00410
3
1.

2009

2.

3.

2,000

Step by Step
Step 1

Step 2

Step 3
3%

Step 4
5 1

Step 5
8
130

(conversationalcity)

iPhone
iPhone 70 iPhone

(HerbertMarcuse)

(p hone-inprogram)

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(OprahWi nfrey)
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