操作：
減持 PLUG,CSIQ
買入 KNDI
投資組合：
Electric Car – TSLA,KNDI
Solar – SCTY,SUNE,CSIQ,SPWR
Gambling – MPEL,LVS
China Internet/Mobile – YY
Biotech – REGN
Fuel Cell – PLUG
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
Fuel Cell – HYGS,BLDP,FCEL
Gambling – WYNN,MGM
Home Loan – FNMA, FMCC