社区
首页
集团介绍
社区
资讯
行情
学堂
TigerGPT
登录
注册
抓不住的泥鳅
IP属地：辽宁
+关注
帖子 · 27
帖子 · 27
关注 · 0
关注 · 0
粉丝 · 0
粉丝 · 0
抓不住的泥鳅
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!
看
3,516
回复
1
点赞
点赞
编组 21备份 2
分享
举报
抓不住的泥鳅
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
非常抱歉，此主贴已删除
看
2,625
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
抓不住的泥鳅
抓不住的泥鳅
·
2020-05-23
要求美国证监会深入调查
跟谁学再遭浑水做空：约80%的用户和营收造假
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
跟谁学再遭浑水做空：约80%的用户和营收造假
看
2,349
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
抓不住的泥鳅
抓不住的泥鳅
·
2020-05-23
的确是造假的
跟谁学再遭浑水做空：约80%的用户和营收造假
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
跟谁学再遭浑水做空：约80%的用户和营收造假
看
1,991
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
抓不住的泥鳅
抓不住的泥鳅
·
2020-05-23
$跟谁学(GSX)$
全国人民一起锤它
看
2,211
回复
评论
点赞
2
编组 21备份 2
分享
举报
抓不住的泥鳅
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。
看
4,341
回复
1
点赞
7
编组 21备份 2
分享
举报
抓不住的泥鳅
抓不住的泥鳅
·
2020-05-20
中国股市就是个大粪坑
非常抱歉，此主贴已删除
看
2,218
回复
评论
点赞
1
编组 21备份 2
分享
举报
抓不住的泥鳅
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
非常抱歉，此主贴已删除
看
2,586
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
抓不住的泥鳅
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
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
中概股跟谁学反击浑水做空
看
3,100
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
抓不住的泥鳅
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!
看
2,799
回复
评论
点赞
3
编组 21备份 2
分享
举报
加载更多
热议股票
{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"3479935333961751","uuid":"3479935333961751","gmtCreate":1516970703089,"gmtModify":1516970703089,"name":"抓不住的泥鳅","pinyin":"zbzdnqzhuabuzhudeniqiu","introduction":"","introductionEn":"","signature":"","avatar":"https://static.laohu8.com/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":30,"tweetSize":27,"questionSize":0,"limitLevel":900,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":2,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.20","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.12.22","exceedPercentage":"93.72%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"93.59%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":"辽宁","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":947255424,"gmtCreate":1597333954368,"gmtModify":1704215469012,"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/BEKE\">$贝壳(BEKE)$</a>中没中签快点啊，不让人睡觉了!","listText":"<a href=\"https://laohu8.com/S/BEKE\">$贝壳(BEKE)$</a>中没中签快点啊，不让人睡觉了!","text":"$贝壳(BEKE)$中没中签快点啊，不让人睡觉了!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/947255424","isVote":1,"tweetType":1,"viewCount":3516,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":953608945,"gmtCreate":1590279446687,"gmtModify":1704192277475,"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":"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","listText":"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","text":"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","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/953608945","repostId":"2037464370","repostType":2,"isVote":1,"tweetType":1,"viewCount":2625,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":953831632,"gmtCreate":1590176320226,"gmtModify":1704192176010,"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":"要求美国证监会深入调查","listText":"要求美国证监会深入调查","text":"要求美国证监会深入调查","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/953831632","repostId":"2037454042","repostType":2,"repost":{"id":"2037454042","kind":"news","pubTimestamp":1590153474,"share":"https://www.laohu8.com/m/news/2037454042?lang=&edition=full","pubTime":"2020-05-22 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 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; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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},"isVote":1,"tweetType":1,"viewCount":2349,"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,"repost":{"id":"2037454042","kind":"news","pubTimestamp":1590153474,"share":"https://www.laohu8.com/m/news/2037454042?lang=&edition=full","pubTime":"2020-05-22 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 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; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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},"isVote":1,"tweetType":1,"viewCount":1991,"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":2211,"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":4341,"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":2218,"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":2586,"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 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; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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":{"QNETCN":"纳斯达克中美互联网老虎指数","TTTN":"老虎中美互联网巨头ETF"},"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},"isVote":1,"tweetType":1,"viewCount":3100,"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":2799,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}