操作：
增持 YY
投資組合：
Electric Car – TSLA
Solar – SCTY,SUNE,CSIQ,SPWR
Gambling – MPEL,LVS
Fuel Cell – PLUG
Biotech – REGN
China Internet/Mobile – YY
觀察名單：
Biotech – BIIB,GILD,CELG,ALXN,ILMN
Biotech (tier 2) – JAZZ,INSY,ISIS,MYL
Internet/Mobile – FB,TWTR,YELP,P,LIVE,GOGO
China Internet/Mobile – VIPS,BITA,SFUN,YY,QIHU,DL,DANG
Solar – TSL,JKS,DQ,GTAT
Electric Car – KNDI
Fuel Cell – HYGS,BLDP,FCEL
Gambling – WYNN,MGM
Home Loan – FNMA, FMCC