跟你们一起的个人主页 - 老虎社区

跟你们一起

跟你们一起

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跟你们一起

2022-01-20

$微软(MSFT)$$动视暴雪(ATVI)$ 说得很有道理

@格隆汇:微软收购暴雪，等于张无忌学会太极拳

跟你们一起

2022-01-20

$Integrated Media Technology Limited(IMTE)$落袋一部分先，持续看好

跟你们一起

2022-01-20

$东方文化(OCG)$$Integrated Media Technology Limited(IMTE)$微跌，可以接受，看好美丽国对NFT的前景

跟你们一起

2022-01-20

$阿里巴巴(BABA)$被监管后，就一蹶不振的样子，不至于一直横着啊

跟你们一起

2022-01-19

$动视暴雪(ATVI)$只剩个炉石吊口气，廉颇老矣，尚能饭否？

@王大锤锤锤:$微软(MSFT)$牛批壕无人性👍$动视暴雪(ATVI)$换了个好爸爸再整不好活就是你的不对了[开心]

跟你们一起

2022-01-19

$Meta Platforms(FB)$除了概念，还是要拿出点真材实料才能被市场认可啊

跟你们一起

2022-01-19

$Integrated Media Technology Limited(IMTE)$10蚊就下车，落袋为安[得意]

跟你们一起

2022-01-19

$游戏驿站(GME)$今天还是跌得有点狠啊

跟你们一起

2021-12-21

相对于其它房地产平台来说。贝壳上的虚假房源比较少。

浑水对阵贝壳，谁的数据更可信？

跟你们一起

2021-12-21

浑水搞事，贝壳近日波动不是一般的大。

热门中概股整体走弱，贝壳跌超8%

跟你们一起

2021-12-21

逃税漏税得好好查一下，也得规范一下行业了。

抱歉，原内容已删除

跟你们一起

2021-12-21

$紫金矿业(02899)$感觉跌到差不多9块左右就到底了。

跟你们一起

2021-12-21

$海底捞(06862)$什么时候到底？[生气]

跟你们一起

2021-11-12

$Sundial Growers Inc.(SNDL)$还会不会涨呢

跟你们一起

2021-11-12

$小鹏汽车(XPEV)$新能源、国家倡导，坐等吃肉

跟你们一起

2021-11-12

$每日优鲜(MF)$不着急，财报不错的

跟你们一起

2021-11-12

$RLX科技(RLX)$开始了，来吧

跟你们一起

2021-10-29

$淘屏(TAOP)$利好消息不断，应该有机会

跟你们一起

2021-10-29

让子弹飞的教学案例领悟的很到位

抱歉，原内容已删除

跟你们一起

2021-10-29

已经涨疯了，再进入就是跟着疯[鬼脸]

@毛票神:原油涨疯了，哪些油股还有投资（投机）机会？

去老虎APP查看更多动态

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13:36","market":"us","language":"zh","title":"浑水对阵贝壳，谁的数据更可信？","url":"https://stock-news.laohu8.com/highlight/detail?id=1114524360","media":"财经杂志","summary":"2021年12月16日晚，浑水发布做空报告称，通过抓取贝壳平台交易数据、走访线下门店等方式，发现贝壳夸大2021年二季度、三季度GTV126%，虚报佣金收入77%至96%，虚增门店数至少23%。浑水由此得出结论，贝壳在进行系统性欺诈。17日傍晚，贝壳发布回应声明称，浑水报告存在大量事实错误，他们抓取交易量数据、衡量门店和经纪人数目的方法是错误的，导致数据失实且有遗漏，“显示出浑水对中国房产交易行业缺乏基本认识”。","content":"<div>\n<p>文/张光裕 陈嘉瑶\n过去三天，被称为“中概股狙击手”的做空机构浑水公司，与中国最大的房产交易平台贝壳找房（NYSE:BEKE）激烈交锋。\n2021年12月16日晚，浑水发布做空报告称，通过抓取贝壳平台交易数据、走访线下门店等方式，发现贝壳夸大2021年二季度、三季度GTV（总交易额）126%，虚报佣金收入77%至96%，虚增门店数至少23%。浑水由此得出结论，贝壳在进行系统性欺诈。\n17日傍晚，...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/cEJQAe8TqeaTsD8wreUUkA\">Web Link</a>\n\n</div>\n","source":"caijing","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\" 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陈嘉瑶\n过去三天，被称为“中概股狙击手”的做空机构浑水公司，与中国最大的房产交易平台贝壳找房（NYSE:BEKE）激烈交锋。\n2021年12月16日晚，浑水发布做空报告称，通过抓取贝壳平台交易数据、走访线下门店等方式，发现贝壳夸大2021年二季度、三季度GTV（总交易额）126%，虚报佣金收入77%至96%，虚增门店数至少23%。浑水由此得出结论，贝壳在进行系统性欺诈。\n17日傍晚，...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/cEJQAe8TqeaTsD8wreUUkA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/44565298443969896d61e54e89997278","relate_stocks":{"BEKE":"贝壳"},"source_url":"https://mp.weixin.qq.com/s/cEJQAe8TqeaTsD8wreUUkA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114524360","content_text":"文/张光裕 陈嘉瑶\n过去三天，被称为“中概股狙击手”的做空机构浑水公司，与中国最大的房产交易平台贝壳找房（NYSE:BEKE）激烈交锋。\n2021年12月16日晚，浑水发布做空报告称，通过抓取贝壳平台交易数据、走访线下门店等方式，发现贝壳夸大2021年二季度、三季度GTV（总交易额）126%，虚报佣金收入77%至96%，虚增门店数至少23%。浑水由此得出结论，贝壳在进行系统性欺诈。\n17日傍晚，贝壳发布回应声明称，浑水报告存在大量事实错误，他们抓取交易量数据、衡量门店和经纪人数目的方法是错误的，导致数据失实且有遗漏，“显示出浑水对中国房产交易行业缺乏基本认识”。\n《财经》记者采访中，经纪行业人士大多认同贝壳说法。贝壳的成交量由多个渠道贡献，囿于信息源不全，浑水抓取不到贝壳体系外部的渠道数据，内部渠道数据也不准。而它们通过门店和经纪人数，推断GTV和营收的逻辑思路，也可能站不住脚。\n但浑水的做空报告并非毫无价值。它指出了贝壳长期存在的“鬼店”“克隆店”问题，这导致了贝壳店面统计误差。\n17日，在贝壳发布回应声明当天，贝壳股价上涨了5.7%，收于19.36美元/股。浑水的做空和贝壳的反击，究竟谁的数据更有理，目前来看，资本市场选择了后者。\n浑水的统计漏洞在哪里？\n在做空报告附录中，浑水介绍了抓取交易数据的方法。\n它们从贝壳平台“找经纪人”端口进入，看到经纪人所在门店，再统计各门店的成交记录，由此得到交易量。因为贝壳平台只展示近76天的成交记录，所以浑水对二季度、三季度的统计范围也均为76天，再按比例换算成完整季度。\n成交价的统计则分为新房与二手房。浑水称，由于按中国房地产业协会数据，近两年新房单价几乎保持不变，所以它们使用了贝壳2020年报披露的成交均价来对新房成交价进行估算。\n至于二手房，有62%的城市在贝壳平台上可获取成交价，浑水直接抓取。其余城市，浑水根据中国房地产业协会数据，选择特征相近的城市作为参考，按照两城市价格比例关系估算成交价。值得注意的是，北京、深圳的二手房交易价均为估算得到。\n用成交量乘以成交均价，便得到GTV。\n针对浑水的统计方法，贝壳回应道，公司新房交易的通路有四条：链家门店、贝壳平台连接的门店、新房销售团队、其他销售渠道（外渠）。而浑水只计算了前两种方式。\n在贝壳集团内，更常将以上通路分为“内渠”（链家及贝壳平台连接门店）、“新房直销”和“外渠”。\n一位贝壳前运营人士告诉《财经》记者，贝壳是在2020年下半年成立了专门的新房直销团队。这些经纪人按市内的商圈划定片区，日常是驻守在各个楼盘售楼处，没有对应至某个门店。\n在比较成熟的商圈，团队会在写字楼里租个办公室，供开会、办手续时使用。在郊区等新开发商圈，条件就更艰苦些，没有办公室，所有工作都是在售楼大厅完成。\n而且据贝壳声明，这些新房专岗经纪人无法在App首页“找经纪人”功能找到，而要到 “新房”频道的子页面里寻找。\n因此，浑水顺着经纪人找门店的方法，统计不到新房直销团队的成交量。当然，除新房直销外，内渠门店也卖新房，浑水只统计了这一部分。\n再来看外渠。所谓“外渠”，是指与贝壳有合作关系，但不从属于贝壳体系的外部中介公司。这些公司既能使用贝壳端口成单，也可以使用其他平台的端口。\n上述前运营人士解释，贝壳不会把外渠展示在对客平台“贝壳找房”页面上，它们一般要自己想办法获客。外渠们都是通过贝壳内部一套叫作“link”的系统完成签单上报、结转佣金等作业环节，相关流程不对外展示。\n一家与贝壳合作的外渠机构负责人告诉记者，对贝壳而言，这一业务的本质是To B，而非To C的，“外渠整体的数据只有贝壳知道”。\n《财经》记者了解到，除遗漏“新房直销”和“外渠”外，浑水对内渠的统计数据准确性也存疑。\n贝壳对自己的数据，有线上线下两条统计路径，两套数据并不总是一致的。内渠成交的客单，也不是百分百完全录在了线上。这里面主客观原因都有。\n主观上，除了一时的怠惰，一些门店和经纪人会通过调节录入节奏，来保障完成绩效考核。比如已经完成指标时，就先不急于把成单上线，留一些“存货”，等到业绩发愁的时候拿来找补。\n还有各种客观原因导致已经成交的单子无法录入。比如在新房业务上，如果开发商和贝壳在佣金支付、或者这一单究竟是贝壳卖的，还是开发商自己卖的存在争议时，那按贝壳规则，这一单就不能在线上录为“承销”,必须等争议解决后才可以。\n另外，财务端和运营端掌握的数据也可能不一致。比如已经卖出的房子，买家退单了；或者与开发商合作上，因为业绩好，中途佣金跳点上涨。对于这些变化，财务运营两个端口的统计可能一前一后，有时间差。\n贝壳自己能周期性地用线上、线下两套数据相互校准。但浑水只能抓取到两段各76天运营端的线上数据，很难保障准确性。\n浑水对二手房的价格估算，使用了中房协披露的数据，尤其是用这个办法估算了链家大本营北京的价格。这可能与真实情况有较大出入。有链家经纪人告诉《财经》记者，自二手房指导价政策出台后，平台上展示的房源有所保留。一些高价房源挂在内网上，买房者可通过经纪人获知这些房源的信息，完成交易。\n虚设门店 贝壳并非无懈可击\n浑水报告中称，它们的数据收集表明，截至2021年二季度末门店总数被夸大了23%。而在线下走访时，他们发现了大量“鬼店”和“克隆店”，因此实际夸大程度可能更高。\n所谓“鬼店”，是指这家店注册在贝壳平台上，但实际已关门停业了。“克隆店”指好几家店注册同一个地址，实际只有一家店。浑水称它们在廊坊走访51家注册的链家店，发现19家是“鬼店”，于是此地门店数量被夸大了59%。\n浑水也质疑贝壳实际经纪人数。报告里提到，贝壳声称在上海有2.1万名经纪人，但它们查询中国国家市场监督管理总局数据发现，贝壳在上海的经纪子公司，员工总数只有9998人。\n针对以上质疑，贝壳回应说浑水信息源不完整，即如上文所述，没有统计到新房专岗经纪人。但并未回应“鬼店”和“克隆店”是怎么回事。\n《财经》记者在采访中了解到，贝壳的“鬼店”和“克隆店”的确存在。贝壳会不定期清理这类店面，但至今仍难以根除。多变是中介行业的特点，不但经纪人离职率、流动率高，门店开张几个月就倒闭也是常事。这些关门的店铺，尤其是平台连接的非链家品牌，一般不会主动在贝壳平台上注销。\n线上注册的经纪人也有同样问题。前贝壳经营人士说，他所在区域今年曾做过一次筛查，发现有5%的人员在职不在岗，即在花名册中状态为“在职”，但其实没有打卡上班。\n他解释说，有些员工岗位有了调动，但没在系统里及时修改，所以没统计到打卡。但也有一部分人，只是在贝壳挂个名，实际已经离开了公司甚至行业。而对于浑水描述的上海的情况，比起市场监管总局的统计，公司实际经纪人的确更多，因为一些经纪人签约的公司，可能并不是贝壳子公司，而是各种各样的外部公司。\n这位运营人士就是在某南方城市为贝壳工作时，劳动合同的甲方被签成了北京一家人力资源公司。\n由此观之，贝壳究竟有多少家店铺，多少名经纪人，也是线上线下两套数据。线上数据很可能不靠谱。贝壳自己要想搞清楚，也要靠在线下花功夫。\n浑水做空报告的一条核心逻辑是，贝壳的门店数、经纪人数，与它的GTV和营收，存在某种正相关的函数关系。如果前者有水分，那贝壳的GTV和营收也势必有水分。\n虽然贝壳的门店和经纪人数的确存疑，但浑水的这条逻辑，受访的经纪行业人士并不赞同。\n因为新房直销和外渠，在贝壳GTV中的占比已经越来越大。前运营人士说，在他所在的某南方省会城市，2020年新房直销和外渠贡献的GTV占比在50%左右。\n但直销团队不增加门店数，外渠的门店和经纪人也不体现在贝壳找房平台的统计中。\n因此，在内渠占比下降的商业模式下，浑水仅靠统计内渠门店和人数，就得出贝壳的GTV和营收有水分站不住脚。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2027,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693424927,"gmtCreate":1640067252073,"gmtModify":1640067252073,"author":{"id":"4088066745930590","authorId":"4088066745930590","name":"跟你们一起","avatar":"https://static.tigerbbs.com/b14e4153134946740161da35a1618b88","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088066745930590","authorIdStr":"4088066745930590"},"themes":[],"htmlText":"浑水搞事，贝壳近日波动不是一般的大。","listText":"浑水搞事，贝壳近日波动不是一般的大。","text":"浑水搞事，贝壳近日波动不是一般的大。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693424927","repostId":"1131335966","repostType":4,"repost":{"id":"1131335966","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":1640011781,"share":"https://www.laohu8.com/m/news/1131335966?lang=&edition=full","pubTime":"2021-12-20 22:49","market":"other","language":"zh","title":"热门中概股整体走弱，贝壳跌超8%","url":"https://stock-news.laohu8.com/highlight/detail?id=1131335966","media":"老虎资讯综合","summary":"12月20日，热门中概股整体走弱，$贝壳(BEKE)$跌超8%，$哔哩哔哩(BILI)$跌超7%，$爱奇艺(IQ)$跌超6%，$拼多多(PDD)$跌近6%，$阿里巴巴(BABA)$、滴滴跌超5%","content":"<p>12月20日，热门中概股整体走弱，<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>跌超8%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌超7%，<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>跌超6%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌近6%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、滴滴跌超5%</p>\n<p><img src=\"https://static.tigerbbs.com/1e8ba89a9ea6c7f9418adc19328600d5\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></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\" 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22:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>12月20日，热门中概股整体走弱，<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>跌超8%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌超7%，<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>跌超6%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌近6%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、滴滴跌超5%</p>\n<p><img src=\"https://static.tigerbbs.com/1e8ba89a9ea6c7f9418adc19328600d5\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"BK4509":"腾讯概念","QNETCN":"纳斯达克中美互联网老虎指数","BEKE":"贝壳","BK4548":"巴美列捷福持仓","TTTN":"老虎中美互联网巨头ETF","BK4079":"房地产服务","BK4504":"桥水持仓","BK4505":"高瓴资本持仓","BK4526":"热门中概股"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131335966","content_text":"12月20日，热门中概股整体走弱，贝壳跌超8%，哔哩哔哩跌超7%，爱奇艺跌超6%，拼多多跌近6%，阿里巴巴、滴滴跌超5%","news_type":1},"isVote":1,"tweetType":1,"viewCount":2090,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693422175,"gmtCreate":1640066833721,"gmtModify":1640066833721,"author":{"id":"4088066745930590","authorId":"4088066745930590","name":"跟你们一起","avatar":"https://static.tigerbbs.com/b14e4153134946740161da35a1618b88","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088066745930590","authorIdStr":"4088066745930590"},"themes":[],"htmlText":"逃税漏税得好好查一下，也得规范一下行业了。","listText":"逃税漏税得好好查一下，也得规范一下行业了。","text":"逃税漏税得好好查一下，也得规范一下行业了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693422175","repostId":"1188032535","repostType":4,"isVote":1,"tweetType":1,"viewCount":1609,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693421826,"gmtCreate":1640066366210,"gmtModify":1640066366210,"author":{"id":"4088066745930590","authorId":"4088066745930590","name":"跟你们一起","avatar":"https://static.tigerbbs.com/b14e4153134946740161da35a1618b88","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088066745930590","authorIdStr":"4088066745930590"},"themes":[],"htmlText":"<a 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LTD.签订加密货币矿机采购协议，采购总共5,600台BTC和ETH矿机，将在今年10月开始交付。本次采购2,000台高性能BTC矿机，包括蚂蚁S19 Pro、蚂蚁S19等，总算力约200PH/s；采购3,600台高性能ETH矿机，包括8卡RTX 3070、8卡RTX 3060 Ti等，总算力约1,700GH/s。宏桥高科总裁罗俊皓表示：“通过这次采购，宏桥高科挖矿业务收益将实现大幅增长。接下来，我们将持续采购更多高性能矿机，不断提升公司在BTC和ETH的整体算力。”关于PBTS宏桥高科：宏桥高科是一家创新型科技企业，主要开展SaaS和区块链业务。SaaS业务融合AI、IoT、云计算，提供垂直行业的跨境电商平台、供应链平台、数据智能平台和物联网平台；区块链业务涵盖BTC和ETH采矿业务及数据资产、IPFS分布式存储网络搭建、区块链行业应用。前瞻性声明：本新闻稿中的某些声明可能构成《联邦证券法》所指的“前瞻性声明”，包括但不限于我们对未来财务业绩的预期、业务战略或对我们业务的预期。这些声明构成预测、展望和前瞻性声明，并非业绩保证。请大家注意，前瞻性陈述会受到许多假设、风险和不确定性的影响，这些假设、风险和不确定性会随着时间的推移而变化。诸如“可以”、“可能”、“应该”、“将”、“估计”、“计划”、“设计”、“预测”、 “打算”、“期望”、“展望”、“相信”、“寻求”、“目标”、“期待”或类似的表达可以表示前瞻性陈述。这些前瞻性声明基于截至本新闻稿日期的可用信息以及我们管理层当前的预期、预测和假设，","listText":"2021年8月25日，宏桥高科技集团有限公司<a target=\"_blank\" href=\"https://laohu8.com/S/PBTS\">$宏桥高科(PBTS)$</a>&nbsp;（以下简称“宏桥高科”或“公司”）披露，公司与CRYPTODIGITAL HOLDINGS LTD.签订加密货币矿机采购协议，采购总共5,600台BTC和ETH矿机，将在今年10月开始交付。本次采购2,000台高性能BTC矿机，包括蚂蚁S19 Pro、蚂蚁S19等，总算力约200PH/s；采购3,600台高性能ETH矿机，包括8卡RTX 3070、8卡RTX 3060 Ti等，总算力约1,700GH/s。宏桥高科总裁罗俊皓表示：“通过这次采购，宏桥高科挖矿业务收益将实现大幅增长。接下来，我们将持续采购更多高性能矿机，不断提升公司在BTC和ETH的整体算力。”关于PBTS宏桥高科：宏桥高科是一家创新型科技企业，主要开展SaaS和区块链业务。SaaS业务融合AI、IoT、云计算，提供垂直行业的跨境电商平台、供应链平台、数据智能平台和物联网平台；区块链业务涵盖BTC和ETH采矿业务及数据资产、IPFS分布式存储网络搭建、区块链行业应用。前瞻性声明：本新闻稿中的某些声明可能构成《联邦证券法》所指的“前瞻性声明”，包括但不限于我们对未来财务业绩的预期、业务战略或对我们业务的预期。这些声明构成预测、展望和前瞻性声明，并非业绩保证。请大家注意，前瞻性陈述会受到许多假设、风险和不确定性的影响，这些假设、风险和不确定性会随着时间的推移而变化。诸如“可以”、“可能”、“应该”、“将”、“估计”、“计划”、“设计”、“预测”、 “打算”、“期望”、“展望”、“相信”、“寻求”、“目标”、“期待”或类似的表达可以表示前瞻性陈述。这些前瞻性声明基于截至本新闻稿日期的可用信息以及我们管理层当前的预期、预测和假设，","text":"2021年8月25日，宏桥高科技集团有限公司$宏桥高科(PBTS)$ （以下简称“宏桥高科”或“公司”）披露，公司与CRYPTODIGITAL HOLDINGS LTD.签订加密货币矿机采购协议，采购总共5,600台BTC和ETH矿机，将在今年10月开始交付。本次采购2,000台高性能BTC矿机，包括蚂蚁S19 Pro、蚂蚁S19等，总算力约200PH/s；采购3,600台高性能ETH矿机，包括8卡RTX 3070、8卡RTX 3060 Ti等，总算力约1,700GH/s。宏桥高科总裁罗俊皓表示：“通过这次采购，宏桥高科挖矿业务收益将实现大幅增长。接下来，我们将持续采购更多高性能矿机，不断提升公司在BTC和ETH的整体算力。”关于PBTS宏桥高科：宏桥高科是一家创新型科技企业，主要开展SaaS和区块链业务。SaaS业务融合AI、IoT、云计算，提供垂直行业的跨境电商平台、供应链平台、数据智能平台和物联网平台；区块链业务涵盖BTC和ETH采矿业务及数据资产、IPFS分布式存储网络搭建、区块链行业应用。前瞻性声明：本新闻稿中的某些声明可能构成《联邦证券法》所指的“前瞻性声明”，包括但不限于我们对未来财务业绩的预期、业务战略或对我们业务的预期。这些声明构成预测、展望和前瞻性声明，并非业绩保证。请大家注意，前瞻性陈述会受到许多假设、风险和不确定性的影响，这些假设、风险和不确定性会随着时间的推移而变化。诸如“可以”、“可能”、“应该”、“将”、“估计”、“计划”、“设计”、“预测”、 “打算”、“期望”、“展望”、“相信”、“寻求”、“目标”、“期待”或类似的表达可以表示前瞻性陈述。这些前瞻性声明基于截至本新闻稿日期的可用信息以及我们管理层当前的预期、预测和假设，","images":[{"img":"https://static.tigerbbs.com/75421d37808d3ed73def3b2f86257e59","width":"1020","height":"920"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/837629778","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":580,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":809238705,"gmtCreate":1627371662507,"gmtModify":1627371662507,"author":{"id":"4088066745930590","authorId":"4088066745930590","name":"跟你们一起","avatar":"https://static.tigerbbs.com/b14e4153134946740161da35a1618b88","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088066745930590","authorIdStr":"4088066745930590"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GSMG\">$耀世星辉(GSMG)$</a>不好洗了，就只能涨了","listText":"<a href=\"https://laohu8.com/S/GSMG\">$耀世星辉(GSMG)$</a>不好洗了，就只能涨了","text":"$耀世星辉(GSMG)$不好洗了，就只能涨了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/809238705","isVote":1,"tweetType":1,"viewCount":397,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693427163,"gmtCreate":1640067438161,"gmtModify":1640067438161,"author":{"id":"4088066745930590","authorId":"4088066745930590","name":"跟你们一起","avatar":"https://static.tigerbbs.com/b14e4153134946740161da35a1618b88","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088066745930590","authorIdStr":"4088066745930590"},"themes":[],"htmlText":"相对于其它房地产平台来说。贝壳上的虚假房源比较少。","listText":"相对于其它房地产平台来说。贝壳上的虚假房源比较少。","text":"相对于其它房地产平台来说。贝壳上的虚假房源比较少。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693427163","repostId":"1114524360","repostType":4,"repost":{"id":"1114524360","kind":"news","pubTimestamp":1640064985,"share":"https://www.laohu8.com/m/news/1114524360?lang=&edition=full","pubTime":"2021-12-21 13:36","market":"us","language":"zh","title":"浑水对阵贝壳，谁的数据更可信？","url":"https://stock-news.laohu8.com/highlight/detail?id=1114524360","media":"财经杂志","summary":"2021年12月16日晚，浑水发布做空报告称，通过抓取贝壳平台交易数据、走访线下门店等方式，发现贝壳夸大2021年二季度、三季度GTV126%，虚报佣金收入77%至96%，虚增门店数至少23%。浑水由此得出结论，贝壳在进行系统性欺诈。17日傍晚，贝壳发布回应声明称，浑水报告存在大量事实错误，他们抓取交易量数据、衡量门店和经纪人数目的方法是错误的，导致数据失实且有遗漏，“显示出浑水对中国房产交易行业缺乏基本认识”。","content":"<div>\n<p>文/张光裕 陈嘉瑶\n过去三天，被称为“中概股狙击手”的做空机构浑水公司，与中国最大的房产交易平台贝壳找房（NYSE:BEKE）激烈交锋。\n2021年12月16日晚，浑水发布做空报告称，通过抓取贝壳平台交易数据、走访线下门店等方式，发现贝壳夸大2021年二季度、三季度GTV（总交易额）126%，虚报佣金收入77%至96%，虚增门店数至少23%。浑水由此得出结论，贝壳在进行系统性欺诈。\n17日傍晚，...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/cEJQAe8TqeaTsD8wreUUkA\">Web Link</a>\n\n</div>\n","source":"caijing","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>浑水对阵贝壳，谁的数据更可信？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; 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.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浑水对阵贝壳，谁的数据更可信？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-21 13:36 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/cEJQAe8TqeaTsD8wreUUkA><strong>财经杂志</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文/张光裕 陈嘉瑶\n过去三天，被称为“中概股狙击手”的做空机构浑水公司，与中国最大的房产交易平台贝壳找房（NYSE:BEKE）激烈交锋。\n2021年12月16日晚，浑水发布做空报告称，通过抓取贝壳平台交易数据、走访线下门店等方式，发现贝壳夸大2021年二季度、三季度GTV（总交易额）126%，虚报佣金收入77%至96%，虚增门店数至少23%。浑水由此得出结论，贝壳在进行系统性欺诈。\n17日傍晚，...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/cEJQAe8TqeaTsD8wreUUkA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/44565298443969896d61e54e89997278","relate_stocks":{"BEKE":"贝壳"},"source_url":"https://mp.weixin.qq.com/s/cEJQAe8TqeaTsD8wreUUkA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114524360","content_text":"文/张光裕 陈嘉瑶\n过去三天，被称为“中概股狙击手”的做空机构浑水公司，与中国最大的房产交易平台贝壳找房（NYSE:BEKE）激烈交锋。\n2021年12月16日晚，浑水发布做空报告称，通过抓取贝壳平台交易数据、走访线下门店等方式，发现贝壳夸大2021年二季度、三季度GTV（总交易额）126%，虚报佣金收入77%至96%，虚增门店数至少23%。浑水由此得出结论，贝壳在进行系统性欺诈。\n17日傍晚，贝壳发布回应声明称，浑水报告存在大量事实错误，他们抓取交易量数据、衡量门店和经纪人数目的方法是错误的，导致数据失实且有遗漏，“显示出浑水对中国房产交易行业缺乏基本认识”。\n《财经》记者采访中，经纪行业人士大多认同贝壳说法。贝壳的成交量由多个渠道贡献，囿于信息源不全，浑水抓取不到贝壳体系外部的渠道数据，内部渠道数据也不准。而它们通过门店和经纪人数，推断GTV和营收的逻辑思路，也可能站不住脚。\n但浑水的做空报告并非毫无价值。它指出了贝壳长期存在的“鬼店”“克隆店”问题，这导致了贝壳店面统计误差。\n17日，在贝壳发布回应声明当天，贝壳股价上涨了5.7%，收于19.36美元/股。浑水的做空和贝壳的反击，究竟谁的数据更有理，目前来看，资本市场选择了后者。\n浑水的统计漏洞在哪里？\n在做空报告附录中，浑水介绍了抓取交易数据的方法。\n它们从贝壳平台“找经纪人”端口进入，看到经纪人所在门店，再统计各门店的成交记录，由此得到交易量。因为贝壳平台只展示近76天的成交记录，所以浑水对二季度、三季度的统计范围也均为76天，再按比例换算成完整季度。\n成交价的统计则分为新房与二手房。浑水称，由于按中国房地产业协会数据，近两年新房单价几乎保持不变，所以它们使用了贝壳2020年报披露的成交均价来对新房成交价进行估算。\n至于二手房，有62%的城市在贝壳平台上可获取成交价，浑水直接抓取。其余城市，浑水根据中国房地产业协会数据，选择特征相近的城市作为参考，按照两城市价格比例关系估算成交价。值得注意的是，北京、深圳的二手房交易价均为估算得到。\n用成交量乘以成交均价，便得到GTV。\n针对浑水的统计方法，贝壳回应道，公司新房交易的通路有四条：链家门店、贝壳平台连接的门店、新房销售团队、其他销售渠道（外渠）。而浑水只计算了前两种方式。\n在贝壳集团内，更常将以上通路分为“内渠”（链家及贝壳平台连接门店）、“新房直销”和“外渠”。\n一位贝壳前运营人士告诉《财经》记者，贝壳是在2020年下半年成立了专门的新房直销团队。这些经纪人按市内的商圈划定片区，日常是驻守在各个楼盘售楼处，没有对应至某个门店。\n在比较成熟的商圈，团队会在写字楼里租个办公室，供开会、办手续时使用。在郊区等新开发商圈，条件就更艰苦些，没有办公室，所有工作都是在售楼大厅完成。\n而且据贝壳声明，这些新房专岗经纪人无法在App首页“找经纪人”功能找到，而要到 “新房”频道的子页面里寻找。\n因此，浑水顺着经纪人找门店的方法，统计不到新房直销团队的成交量。当然，除新房直销外，内渠门店也卖新房，浑水只统计了这一部分。\n再来看外渠。所谓“外渠”，是指与贝壳有合作关系，但不从属于贝壳体系的外部中介公司。这些公司既能使用贝壳端口成单，也可以使用其他平台的端口。\n上述前运营人士解释，贝壳不会把外渠展示在对客平台“贝壳找房”页面上，它们一般要自己想办法获客。外渠们都是通过贝壳内部一套叫作“link”的系统完成签单上报、结转佣金等作业环节，相关流程不对外展示。\n一家与贝壳合作的外渠机构负责人告诉记者，对贝壳而言，这一业务的本质是To B，而非To C的，“外渠整体的数据只有贝壳知道”。\n《财经》记者了解到，除遗漏“新房直销”和“外渠”外，浑水对内渠的统计数据准确性也存疑。\n贝壳对自己的数据，有线上线下两条统计路径，两套数据并不总是一致的。内渠成交的客单，也不是百分百完全录在了线上。这里面主客观原因都有。\n主观上，除了一时的怠惰，一些门店和经纪人会通过调节录入节奏，来保障完成绩效考核。比如已经完成指标时，就先不急于把成单上线，留一些“存货”，等到业绩发愁的时候拿来找补。\n还有各种客观原因导致已经成交的单子无法录入。比如在新房业务上，如果开发商和贝壳在佣金支付、或者这一单究竟是贝壳卖的，还是开发商自己卖的存在争议时，那按贝壳规则，这一单就不能在线上录为“承销”,必须等争议解决后才可以。\n另外，财务端和运营端掌握的数据也可能不一致。比如已经卖出的房子，买家退单了；或者与开发商合作上，因为业绩好，中途佣金跳点上涨。对于这些变化，财务运营两个端口的统计可能一前一后，有时间差。\n贝壳自己能周期性地用线上、线下两套数据相互校准。但浑水只能抓取到两段各76天运营端的线上数据，很难保障准确性。\n浑水对二手房的价格估算，使用了中房协披露的数据，尤其是用这个办法估算了链家大本营北京的价格。这可能与真实情况有较大出入。有链家经纪人告诉《财经》记者，自二手房指导价政策出台后，平台上展示的房源有所保留。一些高价房源挂在内网上，买房者可通过经纪人获知这些房源的信息，完成交易。\n虚设门店 贝壳并非无懈可击\n浑水报告中称，它们的数据收集表明，截至2021年二季度末门店总数被夸大了23%。而在线下走访时，他们发现了大量“鬼店”和“克隆店”，因此实际夸大程度可能更高。\n所谓“鬼店”，是指这家店注册在贝壳平台上，但实际已关门停业了。“克隆店”指好几家店注册同一个地址，实际只有一家店。浑水称它们在廊坊走访51家注册的链家店，发现19家是“鬼店”，于是此地门店数量被夸大了59%。\n浑水也质疑贝壳实际经纪人数。报告里提到，贝壳声称在上海有2.1万名经纪人，但它们查询中国国家市场监督管理总局数据发现，贝壳在上海的经纪子公司，员工总数只有9998人。\n针对以上质疑，贝壳回应说浑水信息源不完整，即如上文所述，没有统计到新房专岗经纪人。但并未回应“鬼店”和“克隆店”是怎么回事。\n《财经》记者在采访中了解到，贝壳的“鬼店”和“克隆店”的确存在。贝壳会不定期清理这类店面，但至今仍难以根除。多变是中介行业的特点，不但经纪人离职率、流动率高，门店开张几个月就倒闭也是常事。这些关门的店铺，尤其是平台连接的非链家品牌，一般不会主动在贝壳平台上注销。\n线上注册的经纪人也有同样问题。前贝壳经营人士说，他所在区域今年曾做过一次筛查，发现有5%的人员在职不在岗，即在花名册中状态为“在职”，但其实没有打卡上班。\n他解释说，有些员工岗位有了调动，但没在系统里及时修改，所以没统计到打卡。但也有一部分人，只是在贝壳挂个名，实际已经离开了公司甚至行业。而对于浑水描述的上海的情况，比起市场监管总局的统计，公司实际经纪人的确更多，因为一些经纪人签约的公司，可能并不是贝壳子公司，而是各种各样的外部公司。\n这位运营人士就是在某南方城市为贝壳工作时，劳动合同的甲方被签成了北京一家人力资源公司。\n由此观之，贝壳究竟有多少家店铺，多少名经纪人，也是线上线下两套数据。线上数据很可能不靠谱。贝壳自己要想搞清楚，也要靠在线下花功夫。\n浑水做空报告的一条核心逻辑是，贝壳的门店数、经纪人数，与它的GTV和营收，存在某种正相关的函数关系。如果前者有水分，那贝壳的GTV和营收也势必有水分。\n虽然贝壳的门店和经纪人数的确存疑，但浑水的这条逻辑，受访的经纪行业人士并不赞同。\n因为新房直销和外渠，在贝壳GTV中的占比已经越来越大。前运营人士说，在他所在的某南方省会城市，2020年新房直销和外渠贡献的GTV占比在50%左右。\n但直销团队不增加门店数，外渠的门店和经纪人也不体现在贝壳找房平台的统计中。\n因此，在内渠占比下降的商业模式下，浑水仅靠统计内渠门店和人数，就得出贝壳的GTV和营收有水分站不住脚。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2027,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":854709019,"gmtCreate":1635478405511,"gmtModify":1635478405511,"author":{"id":"4088066745930590","authorId":"4088066745930590","name":"跟你们一起","avatar":"https://static.tigerbbs.com/b14e4153134946740161da35a1618b88","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088066745930590","authorIdStr":"4088066745930590"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/GSMG\">$耀世星辉(GSMG)$</a>牛啊，太牛了吧……直接用3.5的价格去买入，一年后又给他4.4的价格去认购。意思是说投资人和公司都觉得现在股价太低了吧？","text":"$耀世星辉(GSMG)$牛啊，太牛了吧……直接用3.5的价格去买入，一年后又给他4.4的价格去认购。意思是说投资人和公司都觉得现在股价太低了吧？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/810678105","repostId":"810644946","repostType":1,"repost":{"id":810644946,"gmtCreate":1629975876085,"gmtModify":1629975876085,"author":{"id":"3551929372177153","authorId":"3551929372177153","name":"悦享控股CHR","avatar":"https://static.tigerbbs.com/e0bbbb5d82352b3bcc373404e9aefaf4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3551929372177153","authorIdStr":"3551929372177153"},"themes":[],"title":"耀世星辉宣布以3.50美元/股的认购价格签署1000万美元股份认购协议","htmlText":"北京时间8月26日，耀世星辉&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/GSMG\">$耀世星辉(GSMG)$</a>&nbsp;宣布与机构投资人签署总价值1000万美元的股份认购协议，共计认购2,857,142股普通股,认购价格为3.50美元/股。同时，每股普通股以1：1的比例配比认股权证，行权价格为4.40美元，行权期限为一年。关于耀世星辉耀世星辉专注于优质生活领域，以“内容+平台+电商+应用+技术+产业”为一体，是国内聚合优质生活内容赋能新消费新零售新产业的领先企业，美国纳斯达克（NASDAQ:GSMG）上市公司，已成为具有一定规模和影响力的移动互联网新文娱产业平台运营与提供商。耀世星辉拥有悦享视频、悦享商城、悦享车载互联CheerCar、悦聊CheerChat、互动直播、在线游戏、短视频IP矩阵、悦享会员付费体系、创新平台技术产品、数字经济、悦系列节目集群、网络综艺、网络电视剧等在内的业务生态体系。耀世星辉始终以“悦享+”为核心进行产业生态布局，在不断完善自身业务、品牌、战略的同时，正在逐步向海外延伸拓展。","listText":"北京时间8月26日，耀世星辉&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/GSMG\">$耀世星辉(GSMG)$</a>&nbsp;宣布与机构投资人签署总价值1000万美元的股份认购协议，共计认购2,857,142股普通股,认购价格为3.50美元/股。同时，每股普通股以1：1的比例配比认股权证，行权价格为4.40美元，行权期限为一年。关于耀世星辉耀世星辉专注于优质生活领域，以“内容+平台+电商+应用+技术+产业”为一体，是国内聚合优质生活内容赋能新消费新零售新产业的领先企业，美国纳斯达克（NASDAQ:GSMG）上市公司，已成为具有一定规模和影响力的移动互联网新文娱产业平台运营与提供商。耀世星辉拥有悦享视频、悦享商城、悦享车载互联CheerCar、悦聊CheerChat、互动直播、在线游戏、短视频IP矩阵、悦享会员付费体系、创新平台技术产品、数字经济、悦系列节目集群、网络综艺、网络电视剧等在内的业务生态体系。耀世星辉始终以“悦享+”为核心进行产业生态布局，在不断完善自身业务、品牌、战略的同时，正在逐步向海外延伸拓展。","text":"北京时间8月26日，耀世星辉 $耀世星辉(GSMG)$ 宣布与机构投资人签署总价值1000万美元的股份认购协议，共计认购2,857,142股普通股,认购价格为3.50美元/股。同时，每股普通股以1：1的比例配比认股权证，行权价格为4.40美元，行权期限为一年。关于耀世星辉耀世星辉专注于优质生活领域，以“内容+平台+电商+应用+技术+产业”为一体，是国内聚合优质生活内容赋能新消费新零售新产业的领先企业，美国纳斯达克（NASDAQ:GSMG）上市公司，已成为具有一定规模和影响力的移动互联网新文娱产业平台运营与提供商。耀世星辉拥有悦享视频、悦享商城、悦享车载互联CheerCar、悦聊CheerChat、互动直播、在线游戏、短视频IP矩阵、悦享会员付费体系、创新平台技术产品、数字经济、悦系列节目集群、网络综艺、网络电视剧等在内的业务生态体系。耀世星辉始终以“悦享+”为核心进行产业生态布局，在不断完善自身业务、品牌、战略的同时，正在逐步向海外延伸拓展。","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/810644946","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":836472955,"gmtCreate":1629518885377,"gmtModify":1629518885377,"author":{"id":"4088066745930590","authorId":"4088066745930590","name":"跟你们一起","avatar":"https://static.tigerbbs.com/b14e4153134946740161da35a1618b88","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088066745930590","authorIdStr":"4088066745930590"},"themes":[],"htmlText":"<a 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