谷歌垄断互联网+移动互联网广告，股价大涨超越每股1000美元

上周五谷大涨14%突破每股1000美元，市值仅次于苹果、埃克森美孚，排第三位！投资者仍认为谷称+Android称霸互联网和移动广告市场，虽然在移动、视频广告业务中受到Facebook、雅虎的激烈竞争！谷歌IPO股价85美元今>1186%，市值3362亿美元，虽不及市值4623亿美元的苹果，谷歌现为苹果和埃克森美孚之后的美国第三大公司！
大多买入的是机构投资者，因为美国80%是机构投资者，但中国80%是散户投资，代表美国买长线，中国散户浮躁。阿里不应该在A股上市。

http://online.wsj.com/news/articles/SB10001424052702304384104579143983665807984
Investors reacted positively to Google's financial results Thursday, which showed that the company can make very good—or even better—money as users around the world conduct searches on smartphones rather than personal computers.

The rise of mobile devices had raised fundamental questions for the company: Would users conduct as many searches as on PCs? Would they click on as many ads? Would advertisers pay as much for a fingernail-sized spot on a phone as they do on a PC?

The numbers Google disclosed Thursday undercut those fears. The number of "paid clicks"—the times a user clicks on an advertiser's link during a search—surged 26%, the highest growth rate in a year.

As has been the case recently, the amount paid per click declined, this time by 8%. But the total volume of searches, driven by the rise of mobile devices, far outweighed the falling per-click rates.

Google doesn't disclose the actual number of paid clicks. But Mark Mahaney, an analyst at RBC Capital Markets, estimates the total will reach nearly 125 billion in 2013, up 24% from the prior year and nearly triple the figure of five years ago.

That is the rough equivalent of 36 clicks on Google ads this year from each of the world's approximately 3.4 billion PCs, smartphones and tablets.


Such numbers, Mr. Mahaney says, help to show that mobile devices are prompting people to conduct more searches than before—just as mobile phones led people to make more calls.

"This 'mobile is a cannibalization threat' has just been shown to be factually not true," he says.

If so, steadily increasing sales of mobile devices could help Google for a long time. "What all this leads up to is that investors just feel this is a longer-term story," says Gene Munster, an analyst at Piper Jaffray.

The positive trend could help raise investor sentiment in Twitter Inc., which is planning an IPO this year and said it makes 70% of its revenue from mobile ads. Shares of companies with a stake in mobile advertising, including Facebook Inc., Pandora Media Inc. and Yahoo Inc., all showed strong gains on Friday.

Advertisers large and small participate in Google's automated online auctions, where they bid to have their ads placed in the best spot when users search for particular terms. The company is only paid if a user clicks on the advertiser's link.

The rise of mobile devices raised complications for advertisers. For one thing, they needed to separately devise ad campaigns for mobile devices, adapting them to the smaller screen and other features. They faced decisions such as creating ads specifically for Android or Apple Inc. devices. Some advertisers simply opted not to try mobile ads because of the headaches, Google has said.

So the company developed a new system called "Enhanced Campaigns," which was designed to let advertisers set one basic ad campaign for smartphones, tablets and PCs. Google introduced it in July, and analysts said it seems to be spurring more advertisers to bid on mobile ads.

Nikesh Arora, a Google senior vice president, made a case that mobile ads bring particular benefits to advertisers, prompting users to visit or call retailers. He told analysts on Thursday that more than 40 million calls are driven by Google ads every month, twice as much as a year ago.

At the same time, Google is becoming a greater factor on other devices consumers encounter—including TVs, through a recent device that helps display results from a laptop or tablet on a TV screen, another opportunity for advertisers beyond PCs and smartphones.

"Screens are proliferating in the home as well as wearable screens like watches and Google Glass," Mr. Page said.