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对电信业昨日风光记忆犹新者苦苦追问:一个自峰顶跌至谷底的产业,可能重现当初辉煌吗?这正是大家都想知道的。事实上,以前的绝大多数曾被狂热追捧的产业都恢复了正常——在“复苏”、“回升”之后,再也回不到过去了。就像一个曾经退隐的明星,复出之后才惊觉物是人非,永不可能再做当家花旦。回不到过去或许有两个原因:投资者喘息已定,又找到了新的魔术词汇,被下一轮泡沫机会吸引;泡沫破灭,产业自身发展趋稳,而市场却真正启动,广泛应用时代到来,但这个正常运转且回报平庸的产业,再也不是资本市场的宠儿了。仍在挣扎的电信业尚未出现复苏迹象,无论如何,它与暴利时代永别了。
Yesterday morning memories of the telecom industry hard to pursue: a peak from the peak dropped to the bottom of the industry, may reproduce the original glory? This is what we all want to know. In fact, the vast majority of industries that had been fanatical in the past have all returned to normal - after the “recovery” and “recovery” no longer have passed. Like a celebrity who has been retired, come to a surprise after the discovery of things is non-human, and can never be the masters of the house. There may be two reasons why investors can not return to the past: the investor has set his breath and has found new magic words, which are attracted by the next round of bubble opportunities; the bubble burst and the industry itself has developed steadily while the market has really started and the era of widespread application However, this normal and mediocre industry is no longer the darling of the capital markets. Still struggling telecom industry signs of recovery have not yet emerged, in any case, it is with the windfall era.