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抓不住的泥鳅
2020-02-06
$吉利德科学(GILD)$
看看吉利德老总的讲话,人家不介入专利纠纷,把病人放在第一位。再看看武汉病毒研究所,一会双黄连,一会抢注专利,国难当头,把利益放在第一位,把中国人的脸都丢光了 。咱们为了支持吉利德,只有买股票了。
抓不住的泥鳅
2020-05-23
$跟谁学(GSX)$
俺是亲自注册入跟谁学得微信群了,微信号基本都是僵尸,如浑水所说,百分之80以上都是僵尸,微信号不改,没有朋友圈内容。
抓不住的泥鳅
2020-03-10
$吉利德科学(GILD)$
真是妖啊
抓不住的泥鳅
2020-02-12
$吉利德科学(GILD)$
消息封锁的这么严,瑞德西韦好用不?
抓不住的泥鳅
2020-02-06
$吉利德科学(GILD)$
为了对这家追求治愈的公司表示尊敬,为了全国人民,赔了也要买。
抓不住的泥鳅
2020-05-20
$跟谁学(GSX)$
谁在给跟谁学股票做庄?昨晚做空池里没有股票可借出了,说明筹码很集中啊!多头庄家出不来了!
抓不住的泥鳅
2020-04-06
$Alpha Pro Tech Ltd(APT)$
这个股票股指一涨,股票都跌。
抓不住的泥鳅
2020-08-13
$贝壳(BEKE)$
中没中签快点啊,不让人睡觉了!
抓不住的泥鳅
2020-05-23
$跟谁学(GSX)$
全国人民一起锤它
抓不住的泥鳅
2020-03-16
$纳指三倍做空ETF(SQQQ)$
指数创新低,这个三倍做空怎么没创新高?
抓不住的泥鳅
2020-03-15
$吉利德科学(GILD)$
这么久了,也不公布实验结果,我快拿不住了!
抓不住的泥鳅
2020-02-12
$吉利德科学(GILD)$
什么东西,顺便买一支股票都比这个强。
抓不住的泥鳅
2020-05-20
中国股市就是个大粪坑
抱歉,原内容已删除
抓不住的泥鳅
2020-05-19
混入跟谁学的微信群,大部分都是托
抱歉,原内容已删除
抓不住的泥鳅
2020-05-24
只要浑水敢花钱悬赏,内部员工就会跑出来揭发,跟谁学死定了
抱歉,原内容已删除
抓不住的泥鳅
2020-05-23
要求美国证监会深入调查
抱歉,原内容已删除
抓不住的泥鳅
2020-05-23
的确是造假的
抱歉,原内容已删除
抓不住的泥鳅
2020-05-20
浑水快拿出铁证吧,省着这个狗屎不认账
抱歉,原内容已删除
抓不住的泥鳅
2020-05-20
这么多中概股公司,为什么这么多做空公司偏偏盯上你!还嘴硬?美国证监会应该制定个嘴硬罪!死不认账罪加一等!
中概股跟谁学反击浑水做空
去老虎APP查看更多动态
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21:17","market":"us","language":"zh","title":"跟谁学再遭浑水做空:约80%的用户和营收造假","url":"https://stock-news.laohu8.com/highlight/detail?id=2037454042","media":"红商网","summary":"原标题:跟谁学再遭浑水做空:约80%的用户和营收造假 来源:红商网北京时间5月18日晚间消息,据国外媒体报道,做空机构浑水调研公司(Muddy Waters Research)今日发布做空报告,称在线","content":"<html><body><p>原标题:<a href=\"https://laohu8.com/S/GSX\">跟谁学</a>再遭浑水做空:约80%的用户和营收造假 来源:红商网</p><p>北京时间5月18日晚间消息,据国外媒体报道,做空机构浑水调研公司(Muddy Waters Research)今日发布做空报告,称在线教育机构跟谁学(NYSE:GSX)至少70%的用户是虚假的,甚至可能达到80%;营收情况也是如此。</p><p>浑水调研在报告中称:“我们做空跟谁学,是因为我们得出结论:这几乎是一场彻头彻尾的欺诈。”</p><p>以下为报告内容摘要:</p><p>我们得出的结论是:跟谁学至少有70%的用户是虚假的;我们甚至认为,很有可能至少80%的用户是虚假的。</p><p>我们的结论基于跟谁学自己的用户和出勤数据文件(而不是任意“抓取”的数据)。我们从200多个付费K-12课程下载了跟谁学的数据,覆盖了54065个独立用户。</p><p>此外,一名跟数学的前经理也证实了我们的分析,并解释了跟数学广泛的bot(<a href=\"https://laohu8.com/S/300024\">机器人</a>)运营的各种细节。</p><p>基于几乎全部的用户造假,我们认为,跟数学的营收欺诈比例,至少与用户欺诈比例相当。而且,如果跟数学业务真实部分的ASP(平均销售价格)也被欺诈性夸大,我们也不会感到惊讶。</p><p>我们得出的结论是:跟数学是一家大规模亏损的企业。没有用户,也没有收入。我们还得出结论,跟谁学在很大程度上低报了各项开支。无论从哪方面讲,跟谁学几乎就是一个空盒子。</p><p>令人惊讶的是,跟谁学董事长陈向东还找到了一种方法,让跟谁学的股票对长期持有者来说更加危险——他已经质押了至少3.18亿美元的股票。跟谁学的长期持有者所面临的风险是,保证金贷款人将被迫大举抛售股票,从而导致价格暴跌。</p><p>今年4月14日,另一家做空机构香橼研究公司(Citron Research)曾做空跟谁学,称跟谁学将营收夸大了高达70%,其股票应该立即停止交易,并启动内部调查。</p><p>4月30日,香橼研究公司又发布了针对跟谁学的第二份做空报告,称跟谁学篡改和伪造了审计报告的财务数据。(来源:<a href=\"https://laohu8.com/S/SINA\">新浪</a>科技亚明)</p></body></html>","source":"sina_symbol","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>跟谁学再遭浑水做空:约80%的用户和营收造假</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n跟谁学再遭浑水做空:约80%的用户和营收造假\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-05-22 21:17 北京时间 <a href=http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/us/2020-05-22/doc-iirczymk3057813.shtml><strong>红商网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题:跟谁学再遭浑水做空:约80%的用户和营收造假 来源:红商网北京时间5月18日晚间消息,据国外媒体报道,做空机构浑水调研公司(Muddy Waters Research)今日发布做空报告,称在线教育机构跟谁学(NYSE:GSX)至少70%的用户是虚假的,甚至可能达到80%;营收情况也是如此。浑水调研在报告中称:“我们做空跟谁学,是因为我们得出结论:这几乎是一场彻头彻尾的欺诈。”以下为报告...</p>\n\n<a href=\"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/us/2020-05-22/doc-iirczymk3057813.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1fc1f5e2fa377c378fa230c10e0849a2","relate_stocks":{},"source_url":"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/us/2020-05-22/doc-iirczymk3057813.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2037454042","content_text":"原标题:跟谁学再遭浑水做空:约80%的用户和营收造假 来源:红商网北京时间5月18日晚间消息,据国外媒体报道,做空机构浑水调研公司(Muddy Waters Research)今日发布做空报告,称在线教育机构跟谁学(NYSE:GSX)至少70%的用户是虚假的,甚至可能达到80%;营收情况也是如此。浑水调研在报告中称:“我们做空跟谁学,是因为我们得出结论:这几乎是一场彻头彻尾的欺诈。”以下为报告内容摘要:我们得出的结论是:跟谁学至少有70%的用户是虚假的;我们甚至认为,很有可能至少80%的用户是虚假的。我们的结论基于跟谁学自己的用户和出勤数据文件(而不是任意“抓取”的数据)。我们从200多个付费K-12课程下载了跟谁学的数据,覆盖了54065个独立用户。此外,一名跟数学的前经理也证实了我们的分析,并解释了跟数学广泛的bot(机器人)运营的各种细节。基于几乎全部的用户造假,我们认为,跟数学的营收欺诈比例,至少与用户欺诈比例相当。而且,如果跟数学业务真实部分的ASP(平均销售价格)也被欺诈性夸大,我们也不会感到惊讶。我们得出的结论是:跟数学是一家大规模亏损的企业。没有用户,也没有收入。我们还得出结论,跟谁学在很大程度上低报了各项开支。无论从哪方面讲,跟谁学几乎就是一个空盒子。令人惊讶的是,跟谁学董事长陈向东还找到了一种方法,让跟谁学的股票对长期持有者来说更加危险——他已经质押了至少3.18亿美元的股票。跟谁学的长期持有者所面临的风险是,保证金贷款人将被迫大举抛售股票,从而导致价格暴跌。今年4月14日,另一家做空机构香橼研究公司(Citron Research)曾做空跟谁学,称跟谁学将营收夸大了高达70%,其股票应该立即停止交易,并启动内部调查。4月30日,香橼研究公司又发布了针对跟谁学的第二份做空报告,称跟谁学篡改和伪造了审计报告的财务数据。(来源:新浪科技亚明)","news_type":1,"symbols_score_info":{"GSX":1}},"isVote":1,"tweetType":1,"viewCount":2689,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":953831062,"gmtCreate":1590176077356,"gmtModify":1704192175318,"author":{"id":"3479935333961751","authorId":"3479935333961751","name":"抓不住的泥鳅","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3479935333961751","authorIdStr":"3479935333961751"},"themes":[],"htmlText":"的确是造假的","listText":"的确是造假的","text":"的确是造假的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/953831062","repostId":"2037454042","repostType":2,"isVote":1,"tweetType":1,"viewCount":3319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":953894907,"gmtCreate":1590171815809,"gmtModify":1704192168235,"author":{"id":"3479935333961751","authorId":"3479935333961751","name":"抓不住的泥鳅","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3479935333961751","authorIdStr":"3479935333961751"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>全国人民一起锤它","listText":"<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>全国人民一起锤它","text":"$跟谁学(GSX)$全国人民一起锤它","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/953894907","isVote":1,"tweetType":1,"viewCount":2836,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":953895406,"gmtCreate":1590171736405,"gmtModify":1704192167716,"author":{"id":"3479935333961751","authorId":"3479935333961751","name":"抓不住的泥鳅","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3479935333961751","authorIdStr":"3479935333961751"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>俺是亲自注册入跟谁学得微信群了,微信号基本都是僵尸,如浑水所说,百分之80以上都是僵尸,微信号不改,没有朋友圈内容。","listText":"<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>俺是亲自注册入跟谁学得微信群了,微信号基本都是僵尸,如浑水所说,百分之80以上都是僵尸,微信号不改,没有朋友圈内容。","text":"$跟谁学(GSX)$俺是亲自注册入跟谁学得微信群了,微信号基本都是僵尸,如浑水所说,百分之80以上都是僵尸,微信号不改,没有朋友圈内容。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/953895406","isVote":1,"tweetType":1,"viewCount":4906,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":959598623,"gmtCreate":1589950499562,"gmtModify":1704191217919,"author":{"id":"3479935333961751","authorId":"3479935333961751","name":"抓不住的泥鳅","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3479935333961751","authorIdStr":"3479935333961751"},"themes":[],"htmlText":"中国股市就是个大粪坑","listText":"中国股市就是个大粪坑","text":"中国股市就是个大粪坑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/959598623","repostId":"2036111355","repostType":2,"isVote":1,"tweetType":1,"viewCount":3648,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":959272328,"gmtCreate":1589943983264,"gmtModify":1704191194027,"author":{"id":"3479935333961751","authorId":"3479935333961751","name":"抓不住的泥鳅","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3479935333961751","authorIdStr":"3479935333961751"},"themes":[],"htmlText":"浑水快拿出铁证吧,省着这个狗屎不认账","listText":"浑水快拿出铁证吧,省着这个狗屎不认账","text":"浑水快拿出铁证吧,省着这个狗屎不认账","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/959272328","repostId":"1123187193","repostType":2,"isVote":1,"tweetType":1,"viewCount":3632,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":959226220,"gmtCreate":1589931683460,"gmtModify":1704191148957,"author":{"id":"3479935333961751","authorId":"3479935333961751","name":"抓不住的泥鳅","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3479935333961751","authorIdStr":"3479935333961751"},"themes":[],"htmlText":"这么多中概股公司,为什么这么多做空公司偏偏盯上你!还嘴硬?美国证监会应该制定个嘴硬罪!死不认账罪加一等!","listText":"这么多中概股公司,为什么这么多做空公司偏偏盯上你!还嘴硬?美国证监会应该制定个嘴硬罪!死不认账罪加一等!","text":"这么多中概股公司,为什么这么多做空公司偏偏盯上你!还嘴硬?美国证监会应该制定个嘴硬罪!死不认账罪加一等!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/959226220","repostId":"2036111357","repostType":2,"repost":{"id":"2036111357","kind":"news","pubTimestamp":1589925529,"share":"https://www.laohu8.com/m/news/2036111357?lang=&edition=full","pubTime":"2020-05-20 05:58","market":"us","language":"zh","title":"中概股跟谁学反击浑水做空","url":"https://stock-news.laohu8.com/highlight/detail?id=2036111357","media":"深圳商报","summary":"原标题:中概股跟谁学反击浑水做空 【深圳商报/读创讯】(记者 邱清月)B2C在线教育机构跟谁学遭浑水做空,美东时间18日跟谁学开盘跌逾16%,终收跌7.31%,总市值在78亿美元左右。 浑水在做空报告","content":"<html><body><p>原标题:中概股<a href=\"https://laohu8.com/S/GSX\">跟谁学</a>反击浑水做空</p><p> 【深圳商报/读创讯】(记者 邱清月)B2C在线教育机构跟谁学遭浑水做空,美东时间18日跟谁学开盘跌逾16%,终收跌7.31%,总市值在78亿美元左右。</p><p> 浑水在做空报告中称,基于跟谁学自己的用户和出勤数据文件,发现跟谁学至少70%的用户是虚假的,甚至可能达到80%,由此分析跟谁学营收至少80%是造假产生。同时,浑水还指控,跟谁学创始人、董事长陈向东大规模质押股票,已质押了至少3.18亿美元的股票,并认为这对跟谁学的长期持有者带来的风险,可能导致股价暴跌。浑水报告中的电话录音还提及跟谁学利用微师平台和北京优联环球进行刷单等问题。</p><p> 关于这些指控,跟谁学在19日发布详细公告反击:“经过详细的阅读分析,以及反复的数据校验,遗憾地发现,浑水对于跟谁学的运营细节缺乏必要的认知。公司自2017年起全面聚焦在线直播大班课,持续盈利,现金流持续为正,现金余额持续增加,与报告中描述的情况完全不符。”</p><p> 其CEO也在朋友圈中表示:“浑水的做空报告还是做了功课的,技术思维也值得点赞,只可惜他们没有弄明白跟谁学的在线直播双师大班课模式”。</p><p> 据记者统计,跟谁学今年被做空机构盯上,年初迄今已收到6份做空报告,其中,香橼3次,灰熊1次、天蝎创投1次,浑水1次。但是前面几次做空并未影响公司股价,公司还曾触及百亿市值。</p><p> 而从财报上看,跟谁学的业绩可谓惊艳:去年净收入为人民币21.15亿元,同比增长432%;实现净利润2.27亿元,同比增长1050%;现金收入为33.58亿元,同比增长413%。而今年一季度,在线教育行业受益于疫情,公司净收入12.98亿元,同比增长382%。</p><p> 跟谁学CFO曾公开回应做空:“基于做空机制,在美股市场,很多中概股都遭遇过被做空,尤其当美国投资人不能基于中国国情来理解中国公司的时候。此前,<a href=\"https://laohu8.com/S/EDU\">新东方</a>和<a href=\"https://laohu8.com/S/TAL\">好未来</a>上市不久,都曾经被浑水发布过做空报告,但历史证明,很多做空报告是站不住脚的。” </p></body></html>","source":"sina_symbol","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>中概股跟谁学反击浑水做空</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n中概股跟谁学反击浑水做空\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-05-20 05:58 北京时间 <a href=http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2020-05-20/doc-iircuyvi3999100.shtml><strong>深圳商报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题:中概股跟谁学反击浑水做空 【深圳商报/读创讯】(记者 邱清月)B2C在线教育机构跟谁学遭浑水做空,美东时间18日跟谁学开盘跌逾16%,终收跌7.31%,总市值在78亿美元左右。 浑水在做空报告中称,基于跟谁学自己的用户和出勤数据文件,发现跟谁学至少70%的用户是虚假的,甚至可能达到80%,由此分析跟谁学营收至少80%是造假产生。同时,浑水还指控,跟谁学创始人、董事长陈向东大规模质押股票,已...</p>\n\n<a href=\"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2020-05-20/doc-iircuyvi3999100.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{"TTTN":"老虎中美互联网巨头ETF","QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2020-05-20/doc-iircuyvi3999100.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2036111357","content_text":"原标题:中概股跟谁学反击浑水做空 【深圳商报/读创讯】(记者 邱清月)B2C在线教育机构跟谁学遭浑水做空,美东时间18日跟谁学开盘跌逾16%,终收跌7.31%,总市值在78亿美元左右。 浑水在做空报告中称,基于跟谁学自己的用户和出勤数据文件,发现跟谁学至少70%的用户是虚假的,甚至可能达到80%,由此分析跟谁学营收至少80%是造假产生。同时,浑水还指控,跟谁学创始人、董事长陈向东大规模质押股票,已质押了至少3.18亿美元的股票,并认为这对跟谁学的长期持有者带来的风险,可能导致股价暴跌。浑水报告中的电话录音还提及跟谁学利用微师平台和北京优联环球进行刷单等问题。 关于这些指控,跟谁学在19日发布详细公告反击:“经过详细的阅读分析,以及反复的数据校验,遗憾地发现,浑水对于跟谁学的运营细节缺乏必要的认知。公司自2017年起全面聚焦在线直播大班课,持续盈利,现金流持续为正,现金余额持续增加,与报告中描述的情况完全不符。” 其CEO也在朋友圈中表示:“浑水的做空报告还是做了功课的,技术思维也值得点赞,只可惜他们没有弄明白跟谁学的在线直播双师大班课模式”。 据记者统计,跟谁学今年被做空机构盯上,年初迄今已收到6份做空报告,其中,香橼3次,灰熊1次、天蝎创投1次,浑水1次。但是前面几次做空并未影响公司股价,公司还曾触及百亿市值。 而从财报上看,跟谁学的业绩可谓惊艳:去年净收入为人民币21.15亿元,同比增长432%;实现净利润2.27亿元,同比增长1050%;现金收入为33.58亿元,同比增长413%。而今年一季度,在线教育行业受益于疫情,公司净收入12.98亿元,同比增长382%。 跟谁学CFO曾公开回应做空:“基于做空机制,在美股市场,很多中概股都遭遇过被做空,尤其当美国投资人不能基于中国国情来理解中国公司的时候。此前,新东方和好未来上市不久,都曾经被浑水发布过做空报告,但历史证明,很多做空报告是站不住脚的。”","news_type":1,"symbols_score_info":{"GSX":1,"QNETCN":1,"TTTN":1}},"isVote":1,"tweetType":1,"viewCount":4215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":959228117,"gmtCreate":1589930925839,"gmtModify":1704191147401,"author":{"id":"3479935333961751","authorId":"3479935333961751","name":"抓不住的泥鳅","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3479935333961751","authorIdStr":"3479935333961751"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>谁在给跟谁学股票做庄?昨晚做空池里没有股票可借出了,说明筹码很集中啊!多头庄家出不来了!","listText":"<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>谁在给跟谁学股票做庄?昨晚做空池里没有股票可借出了,说明筹码很集中啊!多头庄家出不来了!","text":"$跟谁学(GSX)$谁在给跟谁学股票做庄?昨晚做空池里没有股票可借出了,说明筹码很集中啊!多头庄家出不来了!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/959228117","isVote":1,"tweetType":1,"viewCount":3191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":959231228,"gmtCreate":1589903290464,"gmtModify":1704191098712,"author":{"id":"3479935333961751","authorId":"3479935333961751","name":"抓不住的泥鳅","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3479935333961751","authorIdStr":"3479935333961751"},"themes":[],"htmlText":"做空池里没有股票可借出做空了!多头挺集中啊!","listText":"做空池里没有股票可借出做空了!多头挺集中啊!","text":"做空池里没有股票可借出做空了!多头挺集中啊!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/959231228","isVote":1,"tweetType":1,"viewCount":2029,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":959239265,"gmtCreate":1589903101757,"gmtModify":1704191095999,"author":{"id":"3479935333961751","authorId":"3479935333961751","name":"抓不住的泥鳅","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3479935333961751","authorIdStr":"3479935333961751"},"themes":[],"htmlText":"跟谁学你要是不造假,这么多中概股 ,为什么这么多机构都盯上你?","listText":"跟谁学你要是不造假,这么多中概股 ,为什么这么多机构都盯上你?","text":"跟谁学你要是不造假,这么多中概股 ,为什么这么多机构都盯上你?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/959239265","isVote":1,"tweetType":1,"viewCount":1854,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":959299867,"gmtCreate":1589901612159,"gmtModify":1704191084110,"author":{"id":"3479935333961751","authorId":"3479935333961751","name":"抓不住的泥鳅","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3479935333961751","authorIdStr":"3479935333961751"},"themes":[],"htmlText":"谁在为跟谁学做庄呢?","listText":"谁在为跟谁学做庄呢?","text":"谁在为跟谁学做庄呢?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/959299867","repostId":"1118582905","repostType":2,"repost":{"id":"1118582905","kind":"news","pubTimestamp":1589857849,"share":"https://www.laohu8.com/m/news/1118582905?lang=&edition=full","pubTime":"2020-05-19 11:10","market":"us","language":"zh","title":"跟谁学市值一周缩水20亿美元,上市未满1年遭46轮做空","url":"https://stock-news.laohu8.com/highlight/detail?id=1118582905","media":"TechWeb","summary":"5月19日消息,昨日晚间,做空机构浑水(MuddyWatersResearch)发布了一份20余页针对在线教育机构跟谁学的做空报告,报告称在分析的54065个用户中,跟谁学至少有73.2%的用户是机器","content":"<p>5月19日消息,昨日晚间,做空机构浑水(MuddyWatersResearch)发布了一份20余页针对在线教育机构<a href=\"https://laohu8.com/S/GSX\">跟谁学</a>的做空报告,报告称在分析的54065个用户中,跟谁学至少有73.2%的用户是<a href=\"https://laohu8.com/S/300024\">机器人</a>,至少有70%甚至80%以上收入是造假的。</p><p>该报告还给出结论称,跟谁学是一家大规模亏损的企业,没有用户,也没有收入。该公司大大低报了各项开支,无论从哪方面讲,它几乎就是一个空盒子。</p><p>受此影响,5月18日跟谁学股价盘前一度大跌16%。18日当晚,跟谁学就浑水做空报告发布回应声明,指该报告数据来源混乱,且充满了对公司业务的无知。</p><p>18日美股开盘后,跟谁学跌幅迅速收窄,截至收盘报32.84美元,下跌7.31%,最新市值78.37亿美元。</p><p>跟谁学股价在5月8日达到41.98美元高点,此后连续多日下跌,截至5月18日一周跌去近22%,市值缩水近20亿美元。</p><p><b>跟谁学回应浑水</b></p><p>对于“跟谁学至少73.2%的用户是机器人”的指控,跟谁学在回应中表示,这跟机器人无关,完全是直播间大小班切换导致的,是正常的运营动作。</p><p>跟谁学CEO陈向东在<a href=\"https://laohu8.com/S/WB\">微博</a>回应称,浑水没弄明白跟谁学的在线直播双师大班课模式。</p><p>据跟谁学介绍,其直播系统会将一个主讲老师所带的大班,拆分成由多个辅导老师带领的小班。每次开课前30分钟左右,辅导老师会开启小班互动模式,采用做游戏、复习作业、课前预习等方式陪伴学生。在正式开课时,或者在主讲老师进入直播间后,辅导老师可采用手动切换的方式,将直播间从小班模式切换至主讲老师主导的大班模式。如果辅导老师没有及时切换,直播系统会自动进行补充切换,切换的时点一般为课程表中标注的开课时点前后。</p><p>另外,对于浑水报告中提及的Larry(跟谁学CEO陈向东)股权质押的质疑,跟谁学在回应中表示,所持股份在所有已公告的报告期,即2020年3月31日之前没有任何抵押和质押。2020年4月6日,Larry质押510万ADR取得了5000万元美元的贷款额度,该质押股票数量占公司全部ADR的比例为2.13%。于4月8日的投资人电话会,Larry已经向投资人披露了该质押信息。该贷款用途为计划择机增持公司股票。</p><p><b>上市未满1年 已遭4家机构6轮做空</b></p><p>跟谁学于2019年6月6日在纽交所上市,截至目前,上市不满一年时间。包括此次浑水做空在内,自今年2月以来,跟谁学已遭遇4家做空机构的6轮做空。</p><p>2月,做空机构灰熊(Gruzzly Reseach)发布发布了一份59页的做空报告,分9个小节,列出跟谁学包括2018年惊人地夸大了74.6% 的净利润、CFO上市前突然离职有疑点、刷单虚增学生人数、老股东抛售股票等等问题。</p><p>4月至5月8日,做空机构香橼(Citron)针对跟谁学连发三份做空报告。</p><p>4月14日晚间,香橼一份报告指出跟谁学虚构70%营收,学生人数及收入与实际状况不符;5月1日凌晨,香橼第二份报告则称跟谁学2019注册用户40%是假的,并使用多个未披露关联方来捏造收入及利润;5月8日,香橼第三份报告指出跟谁学的业绩“好到令人难以置信”、声称客户获取成本比同业公司低一半、发现四个未披露关联方用于转移成本、捏造财务数据等。</p><p>另外,5月6日,天蝎(Scorpio VC)发布做空报告称跟谁学财务和经营数据造假,其股价被严重高估,实际价值预估为4至6美元。</p><p>而浑水的这份做空报告,已经是机构针对跟谁学的第6轮做空了。</p><p>根据跟谁学发布的2020年第一季度财报显示,其第一季度净收入12.98亿元,同比增长382%;净利润1.48亿元,同比增长336.6%。</p><p>尽管遭到多轮做空,不过截至目前,跟谁学股价超32美元,相比上市之初的不足10美元,已翻涨3倍多。</p>","source":"Techweb","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>跟谁学市值一周缩水20亿美元,上市未满1年遭46轮做空</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n跟谁学市值一周缩水20亿美元,上市未满1年遭46轮做空\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-05-19 11:10 北京时间 <a href=http://www.techweb.com.cn/finance/2020-05-19/2790645.shtml><strong>TechWeb</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5月19日消息,昨日晚间,做空机构浑水(MuddyWatersResearch)发布了一份20余页针对在线教育机构跟谁学的做空报告,报告称在分析的54065个用户中,跟谁学至少有73.2%的用户是机器人,至少有70%甚至80%以上收入是造假的。该报告还给出结论称,跟谁学是一家大规模亏损的企业,没有用户,也没有收入。该公司大大低报了各项开支,无论从哪方面讲,它几乎就是一个空盒子。受此影响,5月18日...</p>\n\n<a href=\"http://www.techweb.com.cn/finance/2020-05-19/2790645.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1f49cfbbad938b58f9d764c4f5e672e9","relate_stocks":{},"source_url":"http://www.techweb.com.cn/finance/2020-05-19/2790645.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118582905","content_text":"5月19日消息,昨日晚间,做空机构浑水(MuddyWatersResearch)发布了一份20余页针对在线教育机构跟谁学的做空报告,报告称在分析的54065个用户中,跟谁学至少有73.2%的用户是机器人,至少有70%甚至80%以上收入是造假的。该报告还给出结论称,跟谁学是一家大规模亏损的企业,没有用户,也没有收入。该公司大大低报了各项开支,无论从哪方面讲,它几乎就是一个空盒子。受此影响,5月18日跟谁学股价盘前一度大跌16%。18日当晚,跟谁学就浑水做空报告发布回应声明,指该报告数据来源混乱,且充满了对公司业务的无知。18日美股开盘后,跟谁学跌幅迅速收窄,截至收盘报32.84美元,下跌7.31%,最新市值78.37亿美元。跟谁学股价在5月8日达到41.98美元高点,此后连续多日下跌,截至5月18日一周跌去近22%,市值缩水近20亿美元。跟谁学回应浑水对于“跟谁学至少73.2%的用户是机器人”的指控,跟谁学在回应中表示,这跟机器人无关,完全是直播间大小班切换导致的,是正常的运营动作。跟谁学CEO陈向东在微博回应称,浑水没弄明白跟谁学的在线直播双师大班课模式。据跟谁学介绍,其直播系统会将一个主讲老师所带的大班,拆分成由多个辅导老师带领的小班。每次开课前30分钟左右,辅导老师会开启小班互动模式,采用做游戏、复习作业、课前预习等方式陪伴学生。在正式开课时,或者在主讲老师进入直播间后,辅导老师可采用手动切换的方式,将直播间从小班模式切换至主讲老师主导的大班模式。如果辅导老师没有及时切换,直播系统会自动进行补充切换,切换的时点一般为课程表中标注的开课时点前后。另外,对于浑水报告中提及的Larry(跟谁学CEO陈向东)股权质押的质疑,跟谁学在回应中表示,所持股份在所有已公告的报告期,即2020年3月31日之前没有任何抵押和质押。2020年4月6日,Larry质押510万ADR取得了5000万元美元的贷款额度,该质押股票数量占公司全部ADR的比例为2.13%。于4月8日的投资人电话会,Larry已经向投资人披露了该质押信息。该贷款用途为计划择机增持公司股票。上市未满1年 已遭4家机构6轮做空跟谁学于2019年6月6日在纽交所上市,截至目前,上市不满一年时间。包括此次浑水做空在内,自今年2月以来,跟谁学已遭遇4家做空机构的6轮做空。2月,做空机构灰熊(Gruzzly Reseach)发布发布了一份59页的做空报告,分9个小节,列出跟谁学包括2018年惊人地夸大了74.6% 的净利润、CFO上市前突然离职有疑点、刷单虚增学生人数、老股东抛售股票等等问题。4月至5月8日,做空机构香橼(Citron)针对跟谁学连发三份做空报告。4月14日晚间,香橼一份报告指出跟谁学虚构70%营收,学生人数及收入与实际状况不符;5月1日凌晨,香橼第二份报告则称跟谁学2019注册用户40%是假的,并使用多个未披露关联方来捏造收入及利润;5月8日,香橼第三份报告指出跟谁学的业绩“好到令人难以置信”、声称客户获取成本比同业公司低一半、发现四个未披露关联方用于转移成本、捏造财务数据等。另外,5月6日,天蝎(Scorpio VC)发布做空报告称跟谁学财务和经营数据造假,其股价被严重高估,实际价值预估为4至6美元。而浑水的这份做空报告,已经是机构针对跟谁学的第6轮做空了。根据跟谁学发布的2020年第一季度财报显示,其第一季度净收入12.98亿元,同比增长382%;净利润1.48亿元,同比增长336.6%。尽管遭到多轮做空,不过截至目前,跟谁学股价超32美元,相比上市之初的不足10美元,已翻涨3倍多。","news_type":1,"symbols_score_info":{"GSX":0.9}},"isVote":1,"tweetType":1,"viewCount":1687,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":959669706,"gmtCreate":1589894230605,"gmtModify":1704191006685,"author":{"id":"3479935333961751","authorId":"3479935333961751","name":"抓不住的泥鳅","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3479935333961751","authorIdStr":"3479935333961751"},"themes":[],"htmlText":"股票摘牌,持有空头头寸的怎么办啊?","listText":"股票摘牌,持有空头头寸的怎么办啊?","text":"股票摘牌,持有空头头寸的怎么办啊?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/959669706","repostId":"1121043316","repostType":4,"repost":{"id":"1121043316","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1589892542,"share":"https://www.laohu8.com/m/news/1121043316?lang=&edition=full","pubTime":"2020-05-19 20:49","market":"us","language":"zh","title":"纳斯达克交易所通知瑞幸咖啡必须摘牌","url":"https://stock-news.laohu8.com/highlight/detail?id=1121043316","media":"老虎资讯综合","summary":"纳斯达克交易所通知瑞幸咖啡必须摘牌。5月19日,瑞幸咖啡宣布,公司于5月15日收到上市资格人员书面通知。通知称,上市资格人员已决定从纳斯达克退市本公司证券。上市资格人员为做出除牌决定确定了两个依据:根","content":"<p><span>纳斯达克交易所通知<a href=\"https://laohu8.com/S/LK\">瑞幸咖啡</a>必须摘牌。</span></p><p>5月19日,瑞幸咖啡宣布,公司于5月15日收到上市资格人员书面通知。通知称,上市资格人员已决定<b>从纳斯达克退市本公司证券。</b></p><p>上市资格人员为做出除牌决定确定了两个依据:</p><ol><li>根据纳斯达克上市规则5101,公司于2020年4月2日披露的虚假交易引起的公众利益关注;</li><li>公司过去未根据纳斯达克上市规则5250引用商业模型公开披露重大信息,通过该商业模型执行了先前披露的虚假交易。</li></ol><p><b>瑞幸表示,公司计划在纳斯达克听证会之前及时要求举行听证会。在听证会召开之前,公司将继续在纳斯达克上市,不能保证专家组会同意公司继续上市的要求。</b>根据通知,听证会通常安排在听证请求日期后约30至45天举行。</p><p><img src=\"https://static.tigerbbs.com/75d8b181952774160e61b18630136a08\" tg-width=\"727\" tg-height=\"417\"></p><p>瑞幸咖啡曾创下最快IPO纪录,成立仅18个月就于2019年5月17日在美国IPO。上市一年后,瑞幸收到了纳斯达克的退市通知。</p><p>瑞幸退市风波的起因是早些时候公布的一项内部调查显示其首席运营官(COO)和其他员工捏造了销售交易数据。</p><p>今年4月2日,瑞幸咖啡称,公司的独立特别委员会经调查发现,COO及其部分下属员工从2019年二季度起从事了某些不当行为。</p><p>调查表明瑞幸去年二季度至四季度,与伪造交易相关的销售额约为22亿元人民币。</p><p>值得注意的是,瑞幸去年二、三季度营收分别为9.09亿元和15.4亿元,共计24.5亿元,但瑞幸至今尚未发布四季度和去年全年业绩。</p><p>此前,美国多家律师事务所发布声明,提醒投资者,有关瑞幸咖啡的集体诉讼即将到最后提交期限。</p><p>另外,瑞幸股票自4月7日以来一直停牌,其最后成交价为4.39美元,市值只剩11亿美元,如今市值已蒸发90%。此前股价最高涨到51.38美元,市值最高一度超过120亿美元。所以现在股票停牌,对于股民来说也是一个损失。</p><p>5月12日,瑞幸咖啡发布公告称,董事会终止了首席执行官钱治亚和首席运营官刘剑的职务,还要求他们从董事会辞职,并收到了辞呈。</p><p><b>瑞幸内部调查:虚假交易或达22亿元</b></p><p>瑞幸在4月2日向美国证监会(SEC)提交的文件称,公司董事会已经成立了一个专门委员会,以监督内部审计工作,以调查在审计财务合并财务报表期间(即2019财年年报)引起董事会注意的某些问题。</p><p>特别委员会由董事会的三名独立董事组成,内部调查处于初步阶段。</p><p>特别委员会提请董事会注意以下信息:</p><blockquote>从2019年第二季度开始,公司首席运营官兼董事刘剑先生以及向他汇报工作的几名员工从事了不当行为,包括捏造某些交易。特别委员会建议采取某些临时补救措施,包括解雇刘剑先生和涉嫌不当行为的雇员,以及中止与已确定的虚假交易涉及方的合同和交易。董事会接受了特别委员会的建议,并针对目前确定的参与伪造交易的个人和当事方实施了这些建议。瑞幸称,将对做出不当行为的个人采取一切适当的行动,包括法律行动。</blockquote><p>文件称:</p><blockquote>内部调查此初步阶段确定的信息表明,从2019年第二季度到2019年第四季度与虚假交易相关的总销售金额约为人民币22亿元。在此期间,某些成本和费用也因虚假交易而大幅膨胀。上述数字尚未经过特别委员会,其顾问或公司的独立审计师的独立验证,并且可能会随着内部调查的进行而改变。公司正在评估不当行为对其财务报表的整体财务影响。因此,投资者不应再依赖公司之前的财务报表和截至2019年9月30日的九个月以及自2019年4月1日至2019年9月30日的两个季度的收益发布,包括先前对2019年四季度的指引等数据。调查仍在进行中,公司将继续评估其先前发布的财务状况和其他可能的调整。</blockquote><p>宣布瑞信在4月3日-4月17日发出的该项贷款安排下的要求无效、因此没有发生该安排下的违约事件。</p><p><b>瑞幸咖啡遭14家机构境外起诉</b></p><p>5月15日上午,14家境外投资者起诉瑞幸咖啡案在中国香港开庭。</p><p>根据香港特区高等法院公布的5月15日审讯案件表,当天上午10点半,14家境外机构起诉瑞幸咖啡一案在香港特別行政区高等法院开庭审理,审理过程可对公众开放。目前尚未对外公开判案书。</p><p>信息显示,该案件编号为“HCMP 572/2020”,案件原告共包括Linden Capital、Am Asia Strategies Master、Aurigin Master等14家境外投资机构。</p><p>瑞幸咖啡开曼群岛注册的母公司及其旗下的4家香港公司Luckin Coffee Inc, Luckin Coffee Roasting (Hong Kong) Limited, Luckin Coffee (Hong Kong) Limited, Luckin Coffee Roastery (Hong Kong) Limited, Luckin Coffee International (Hong Kong) Limited则被列入被告席。</p><p><b>据媒体报道,开曼群岛和中国香港的法院下令冻结瑞幸咖啡资产。债券持有人提起诉讼,寻求追回约1.557亿美元(约合11亿元人民币)损失。</b></p><p>报道称,债券持有人于上周早些时候提起民事诉讼,要求追回他们蒙受的约1.557亿美元的损失。相关损失是在4月2日瑞幸咖啡披露财务造假22亿元销售收入后发生的。冻结令将限制瑞幸咖啡在开曼群岛和中国香港注册的实体之间发生任何资产出售或转移。</p><p>瑞幸咖啡此前在开曼群岛和中国香港设立无经营实体的公司,通过这些公司同中国内地的经营实体建立合同关系,顺利借助VIE架构赴美上市。据悉,该冻结令将一直维持到两地法院作出进一步裁决。</p><p><b>瑞幸还在全国开店</b></p><p>同样是在本月15日,瑞幸咖啡相关负责人就“在北京预计关店80家”问题作出回应,称受疫情等相关因素的影响,瑞幸咖啡确实在进行正常的门店优化,对个别效益不好或客户覆盖重合的门店进行“关停并转”,同时持续新开门店,这也是公司门店战略调整的方向。疫情后全国门店复工超过90%,一切运营正常。</p><p>尽管瑞幸咖啡正深陷财务造假泥潭,但其仍旧保持着惊人的扩张速度。</p><p>5月14日,有媒体统计称,截至5月12日,瑞幸咖啡今年二季度在中国的开店速度平均为每天10家,现门店总数已达到6912家。</p><p>而瑞幸咖啡此前公布的数据显示,截至2019年底,瑞幸咖啡直营门店数为4507家,成为中国最大的咖啡连锁品牌。换言之,2020年以来,瑞幸咖啡共新开了2405家店。</p><p>Thinknum Alternative Data数据显示,今年一季度,瑞幸咖啡的扩张保持在平均每天新开20家门店的速度。瑞幸咖啡第二季度的扩张速度虽然较第一季度有所放缓,但还是超过了去年同期的增长速度。</p><p>不过,也有媒体从一些瑞幸员工处了解到,北京的关店计划早于瑞幸咖啡财务造假曝光,且新增门店很可能是瑞幸咖啡无人零售计划下的“瑞即购”和“瑞划算”,意在关掉早期规划不合理的门店,重新铺设成本更低的无人零售咖啡机。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>纳斯达克交易所通知瑞幸咖啡必须摘牌</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n纳斯达克交易所通知瑞幸咖啡必须摘牌\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2020-05-19 20:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><span>纳斯达克交易所通知<a href=\"https://laohu8.com/S/LK\">瑞幸咖啡</a>必须摘牌。</span></p><p>5月19日,瑞幸咖啡宣布,公司于5月15日收到上市资格人员书面通知。通知称,上市资格人员已决定<b>从纳斯达克退市本公司证券。</b></p><p>上市资格人员为做出除牌决定确定了两个依据:</p><ol><li>根据纳斯达克上市规则5101,公司于2020年4月2日披露的虚假交易引起的公众利益关注;</li><li>公司过去未根据纳斯达克上市规则5250引用商业模型公开披露重大信息,通过该商业模型执行了先前披露的虚假交易。</li></ol><p><b>瑞幸表示,公司计划在纳斯达克听证会之前及时要求举行听证会。在听证会召开之前,公司将继续在纳斯达克上市,不能保证专家组会同意公司继续上市的要求。</b>根据通知,听证会通常安排在听证请求日期后约30至45天举行。</p><p><img src=\"https://static.tigerbbs.com/75d8b181952774160e61b18630136a08\" tg-width=\"727\" tg-height=\"417\"></p><p>瑞幸咖啡曾创下最快IPO纪录,成立仅18个月就于2019年5月17日在美国IPO。上市一年后,瑞幸收到了纳斯达克的退市通知。</p><p>瑞幸退市风波的起因是早些时候公布的一项内部调查显示其首席运营官(COO)和其他员工捏造了销售交易数据。</p><p>今年4月2日,瑞幸咖啡称,公司的独立特别委员会经调查发现,COO及其部分下属员工从2019年二季度起从事了某些不当行为。</p><p>调查表明瑞幸去年二季度至四季度,与伪造交易相关的销售额约为22亿元人民币。</p><p>值得注意的是,瑞幸去年二、三季度营收分别为9.09亿元和15.4亿元,共计24.5亿元,但瑞幸至今尚未发布四季度和去年全年业绩。</p><p>此前,美国多家律师事务所发布声明,提醒投资者,有关瑞幸咖啡的集体诉讼即将到最后提交期限。</p><p>另外,瑞幸股票自4月7日以来一直停牌,其最后成交价为4.39美元,市值只剩11亿美元,如今市值已蒸发90%。此前股价最高涨到51.38美元,市值最高一度超过120亿美元。所以现在股票停牌,对于股民来说也是一个损失。</p><p>5月12日,瑞幸咖啡发布公告称,董事会终止了首席执行官钱治亚和首席运营官刘剑的职务,还要求他们从董事会辞职,并收到了辞呈。</p><p><b>瑞幸内部调查:虚假交易或达22亿元</b></p><p>瑞幸在4月2日向美国证监会(SEC)提交的文件称,公司董事会已经成立了一个专门委员会,以监督内部审计工作,以调查在审计财务合并财务报表期间(即2019财年年报)引起董事会注意的某些问题。</p><p>特别委员会由董事会的三名独立董事组成,内部调查处于初步阶段。</p><p>特别委员会提请董事会注意以下信息:</p><blockquote>从2019年第二季度开始,公司首席运营官兼董事刘剑先生以及向他汇报工作的几名员工从事了不当行为,包括捏造某些交易。特别委员会建议采取某些临时补救措施,包括解雇刘剑先生和涉嫌不当行为的雇员,以及中止与已确定的虚假交易涉及方的合同和交易。董事会接受了特别委员会的建议,并针对目前确定的参与伪造交易的个人和当事方实施了这些建议。瑞幸称,将对做出不当行为的个人采取一切适当的行动,包括法律行动。</blockquote><p>文件称:</p><blockquote>内部调查此初步阶段确定的信息表明,从2019年第二季度到2019年第四季度与虚假交易相关的总销售金额约为人民币22亿元。在此期间,某些成本和费用也因虚假交易而大幅膨胀。上述数字尚未经过特别委员会,其顾问或公司的独立审计师的独立验证,并且可能会随着内部调查的进行而改变。公司正在评估不当行为对其财务报表的整体财务影响。因此,投资者不应再依赖公司之前的财务报表和截至2019年9月30日的九个月以及自2019年4月1日至2019年9月30日的两个季度的收益发布,包括先前对2019年四季度的指引等数据。调查仍在进行中,公司将继续评估其先前发布的财务状况和其他可能的调整。</blockquote><p>宣布瑞信在4月3日-4月17日发出的该项贷款安排下的要求无效、因此没有发生该安排下的违约事件。</p><p><b>瑞幸咖啡遭14家机构境外起诉</b></p><p>5月15日上午,14家境外投资者起诉瑞幸咖啡案在中国香港开庭。</p><p>根据香港特区高等法院公布的5月15日审讯案件表,当天上午10点半,14家境外机构起诉瑞幸咖啡一案在香港特別行政区高等法院开庭审理,审理过程可对公众开放。目前尚未对外公开判案书。</p><p>信息显示,该案件编号为“HCMP 572/2020”,案件原告共包括Linden Capital、Am Asia Strategies Master、Aurigin Master等14家境外投资机构。</p><p>瑞幸咖啡开曼群岛注册的母公司及其旗下的4家香港公司Luckin Coffee Inc, Luckin Coffee Roasting (Hong Kong) Limited, Luckin Coffee (Hong Kong) Limited, Luckin Coffee Roastery (Hong Kong) Limited, Luckin Coffee International (Hong Kong) Limited则被列入被告席。</p><p><b>据媒体报道,开曼群岛和中国香港的法院下令冻结瑞幸咖啡资产。债券持有人提起诉讼,寻求追回约1.557亿美元(约合11亿元人民币)损失。</b></p><p>报道称,债券持有人于上周早些时候提起民事诉讼,要求追回他们蒙受的约1.557亿美元的损失。相关损失是在4月2日瑞幸咖啡披露财务造假22亿元销售收入后发生的。冻结令将限制瑞幸咖啡在开曼群岛和中国香港注册的实体之间发生任何资产出售或转移。</p><p>瑞幸咖啡此前在开曼群岛和中国香港设立无经营实体的公司,通过这些公司同中国内地的经营实体建立合同关系,顺利借助VIE架构赴美上市。据悉,该冻结令将一直维持到两地法院作出进一步裁决。</p><p><b>瑞幸还在全国开店</b></p><p>同样是在本月15日,瑞幸咖啡相关负责人就“在北京预计关店80家”问题作出回应,称受疫情等相关因素的影响,瑞幸咖啡确实在进行正常的门店优化,对个别效益不好或客户覆盖重合的门店进行“关停并转”,同时持续新开门店,这也是公司门店战略调整的方向。疫情后全国门店复工超过90%,一切运营正常。</p><p>尽管瑞幸咖啡正深陷财务造假泥潭,但其仍旧保持着惊人的扩张速度。</p><p>5月14日,有媒体统计称,截至5月12日,瑞幸咖啡今年二季度在中国的开店速度平均为每天10家,现门店总数已达到6912家。</p><p>而瑞幸咖啡此前公布的数据显示,截至2019年底,瑞幸咖啡直营门店数为4507家,成为中国最大的咖啡连锁品牌。换言之,2020年以来,瑞幸咖啡共新开了2405家店。</p><p>Thinknum Alternative Data数据显示,今年一季度,瑞幸咖啡的扩张保持在平均每天新开20家门店的速度。瑞幸咖啡第二季度的扩张速度虽然较第一季度有所放缓,但还是超过了去年同期的增长速度。</p><p>不过,也有媒体从一些瑞幸员工处了解到,北京的关店计划早于瑞幸咖啡财务造假曝光,且新增门店很可能是瑞幸咖啡无人零售计划下的“瑞即购”和“瑞划算”,意在关掉早期规划不合理的门店,重新铺设成本更低的无人零售咖啡机。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/324e43c6c2694249d5fc03a098a94f36","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121043316","content_text":"纳斯达克交易所通知瑞幸咖啡必须摘牌。5月19日,瑞幸咖啡宣布,公司于5月15日收到上市资格人员书面通知。通知称,上市资格人员已决定从纳斯达克退市本公司证券。上市资格人员为做出除牌决定确定了两个依据:根据纳斯达克上市规则5101,公司于2020年4月2日披露的虚假交易引起的公众利益关注;公司过去未根据纳斯达克上市规则5250引用商业模型公开披露重大信息,通过该商业模型执行了先前披露的虚假交易。瑞幸表示,公司计划在纳斯达克听证会之前及时要求举行听证会。在听证会召开之前,公司将继续在纳斯达克上市,不能保证专家组会同意公司继续上市的要求。根据通知,听证会通常安排在听证请求日期后约30至45天举行。瑞幸咖啡曾创下最快IPO纪录,成立仅18个月就于2019年5月17日在美国IPO。上市一年后,瑞幸收到了纳斯达克的退市通知。瑞幸退市风波的起因是早些时候公布的一项内部调查显示其首席运营官(COO)和其他员工捏造了销售交易数据。今年4月2日,瑞幸咖啡称,公司的独立特别委员会经调查发现,COO及其部分下属员工从2019年二季度起从事了某些不当行为。调查表明瑞幸去年二季度至四季度,与伪造交易相关的销售额约为22亿元人民币。值得注意的是,瑞幸去年二、三季度营收分别为9.09亿元和15.4亿元,共计24.5亿元,但瑞幸至今尚未发布四季度和去年全年业绩。此前,美国多家律师事务所发布声明,提醒投资者,有关瑞幸咖啡的集体诉讼即将到最后提交期限。另外,瑞幸股票自4月7日以来一直停牌,其最后成交价为4.39美元,市值只剩11亿美元,如今市值已蒸发90%。此前股价最高涨到51.38美元,市值最高一度超过120亿美元。所以现在股票停牌,对于股民来说也是一个损失。5月12日,瑞幸咖啡发布公告称,董事会终止了首席执行官钱治亚和首席运营官刘剑的职务,还要求他们从董事会辞职,并收到了辞呈。瑞幸内部调查:虚假交易或达22亿元瑞幸在4月2日向美国证监会(SEC)提交的文件称,公司董事会已经成立了一个专门委员会,以监督内部审计工作,以调查在审计财务合并财务报表期间(即2019财年年报)引起董事会注意的某些问题。特别委员会由董事会的三名独立董事组成,内部调查处于初步阶段。特别委员会提请董事会注意以下信息:从2019年第二季度开始,公司首席运营官兼董事刘剑先生以及向他汇报工作的几名员工从事了不当行为,包括捏造某些交易。特别委员会建议采取某些临时补救措施,包括解雇刘剑先生和涉嫌不当行为的雇员,以及中止与已确定的虚假交易涉及方的合同和交易。董事会接受了特别委员会的建议,并针对目前确定的参与伪造交易的个人和当事方实施了这些建议。瑞幸称,将对做出不当行为的个人采取一切适当的行动,包括法律行动。文件称:内部调查此初步阶段确定的信息表明,从2019年第二季度到2019年第四季度与虚假交易相关的总销售金额约为人民币22亿元。在此期间,某些成本和费用也因虚假交易而大幅膨胀。上述数字尚未经过特别委员会,其顾问或公司的独立审计师的独立验证,并且可能会随着内部调查的进行而改变。公司正在评估不当行为对其财务报表的整体财务影响。因此,投资者不应再依赖公司之前的财务报表和截至2019年9月30日的九个月以及自2019年4月1日至2019年9月30日的两个季度的收益发布,包括先前对2019年四季度的指引等数据。调查仍在进行中,公司将继续评估其先前发布的财务状况和其他可能的调整。宣布瑞信在4月3日-4月17日发出的该项贷款安排下的要求无效、因此没有发生该安排下的违约事件。瑞幸咖啡遭14家机构境外起诉5月15日上午,14家境外投资者起诉瑞幸咖啡案在中国香港开庭。根据香港特区高等法院公布的5月15日审讯案件表,当天上午10点半,14家境外机构起诉瑞幸咖啡一案在香港特別行政区高等法院开庭审理,审理过程可对公众开放。目前尚未对外公开判案书。信息显示,该案件编号为“HCMP 572/2020”,案件原告共包括Linden Capital、Am Asia Strategies Master、Aurigin Master等14家境外投资机构。瑞幸咖啡开曼群岛注册的母公司及其旗下的4家香港公司Luckin Coffee Inc, Luckin Coffee Roasting (Hong Kong) Limited, Luckin Coffee (Hong Kong) Limited, Luckin Coffee Roastery (Hong Kong) Limited, Luckin Coffee International (Hong Kong) Limited则被列入被告席。据媒体报道,开曼群岛和中国香港的法院下令冻结瑞幸咖啡资产。债券持有人提起诉讼,寻求追回约1.557亿美元(约合11亿元人民币)损失。报道称,债券持有人于上周早些时候提起民事诉讼,要求追回他们蒙受的约1.557亿美元的损失。相关损失是在4月2日瑞幸咖啡披露财务造假22亿元销售收入后发生的。冻结令将限制瑞幸咖啡在开曼群岛和中国香港注册的实体之间发生任何资产出售或转移。瑞幸咖啡此前在开曼群岛和中国香港设立无经营实体的公司,通过这些公司同中国内地的经营实体建立合同关系,顺利借助VIE架构赴美上市。据悉,该冻结令将一直维持到两地法院作出进一步裁决。瑞幸还在全国开店同样是在本月15日,瑞幸咖啡相关负责人就“在北京预计关店80家”问题作出回应,称受疫情等相关因素的影响,瑞幸咖啡确实在进行正常的门店优化,对个别效益不好或客户覆盖重合的门店进行“关停并转”,同时持续新开门店,这也是公司门店战略调整的方向。疫情后全国门店复工超过90%,一切运营正常。尽管瑞幸咖啡正深陷财务造假泥潭,但其仍旧保持着惊人的扩张速度。5月14日,有媒体统计称,截至5月12日,瑞幸咖啡今年二季度在中国的开店速度平均为每天10家,现门店总数已达到6912家。而瑞幸咖啡此前公布的数据显示,截至2019年底,瑞幸咖啡直营门店数为4507家,成为中国最大的咖啡连锁品牌。换言之,2020年以来,瑞幸咖啡共新开了2405家店。Thinknum Alternative 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而从财报上看,跟谁学的业绩可谓惊艳:去年净收入为人民币21.15亿元,同比增长432%;实现净利润2.27亿元,同比增长1050%;现金收入为33.58亿元,同比增长413%。而今年一季度,在线教育行业受益于疫情,公司净收入12.98亿元,同比增长382%。</p><p> 跟谁学CFO曾公开回应做空:“基于做空机制,在美股市场,很多中概股都遭遇过被做空,尤其当美国投资人不能基于中国国情来理解中国公司的时候。此前,<a href=\"https://laohu8.com/S/EDU\">新东方</a>和<a href=\"https://laohu8.com/S/TAL\">好未来</a>上市不久,都曾经被浑水发布过做空报告,但历史证明,很多做空报告是站不住脚的。” </p></body></html>","source":"sina_symbol","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>中概股跟谁学反击浑水做空</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n中概股跟谁学反击浑水做空\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-05-20 05:58 北京时间 <a href=http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2020-05-20/doc-iircuyvi3999100.shtml><strong>深圳商报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题:中概股跟谁学反击浑水做空 【深圳商报/读创讯】(记者 邱清月)B2C在线教育机构跟谁学遭浑水做空,美东时间18日跟谁学开盘跌逾16%,终收跌7.31%,总市值在78亿美元左右。 浑水在做空报告中称,基于跟谁学自己的用户和出勤数据文件,发现跟谁学至少70%的用户是虚假的,甚至可能达到80%,由此分析跟谁学营收至少80%是造假产生。同时,浑水还指控,跟谁学创始人、董事长陈向东大规模质押股票,已...</p>\n\n<a href=\"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2020-05-20/doc-iircuyvi3999100.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{"TTTN":"老虎中美互联网巨头ETF","QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2020-05-20/doc-iircuyvi3999100.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2036111357","content_text":"原标题:中概股跟谁学反击浑水做空 【深圳商报/读创讯】(记者 邱清月)B2C在线教育机构跟谁学遭浑水做空,美东时间18日跟谁学开盘跌逾16%,终收跌7.31%,总市值在78亿美元左右。 浑水在做空报告中称,基于跟谁学自己的用户和出勤数据文件,发现跟谁学至少70%的用户是虚假的,甚至可能达到80%,由此分析跟谁学营收至少80%是造假产生。同时,浑水还指控,跟谁学创始人、董事长陈向东大规模质押股票,已质押了至少3.18亿美元的股票,并认为这对跟谁学的长期持有者带来的风险,可能导致股价暴跌。浑水报告中的电话录音还提及跟谁学利用微师平台和北京优联环球进行刷单等问题。 关于这些指控,跟谁学在19日发布详细公告反击:“经过详细的阅读分析,以及反复的数据校验,遗憾地发现,浑水对于跟谁学的运营细节缺乏必要的认知。公司自2017年起全面聚焦在线直播大班课,持续盈利,现金流持续为正,现金余额持续增加,与报告中描述的情况完全不符。” 其CEO也在朋友圈中表示:“浑水的做空报告还是做了功课的,技术思维也值得点赞,只可惜他们没有弄明白跟谁学的在线直播双师大班课模式”。 据记者统计,跟谁学今年被做空机构盯上,年初迄今已收到6份做空报告,其中,香橼3次,灰熊1次、天蝎创投1次,浑水1次。但是前面几次做空并未影响公司股价,公司还曾触及百亿市值。 而从财报上看,跟谁学的业绩可谓惊艳:去年净收入为人民币21.15亿元,同比增长432%;实现净利润2.27亿元,同比增长1050%;现金收入为33.58亿元,同比增长413%。而今年一季度,在线教育行业受益于疫情,公司净收入12.98亿元,同比增长382%。 跟谁学CFO曾公开回应做空:“基于做空机制,在美股市场,很多中概股都遭遇过被做空,尤其当美国投资人不能基于中国国情来理解中国公司的时候。此前,新东方和好未来上市不久,都曾经被浑水发布过做空报告,但历史证明,很多做空报告是站不住脚的。”","news_type":1,"symbols_score_info":{"GSX":1,"QNETCN":1,"TTTN":1}},"isVote":1,"tweetType":1,"viewCount":4215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}