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零点来一瓶西北狼
IP属地：陕西
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零点来一瓶西北狼
零点来一瓶西北狼
·
2022-11-17
代理的价钱没谈拢！暴雪还想狮子大开口？以为网易是当年的九城，任你拿捏？
非常抱歉，此主贴已删除
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零点来一瓶西北狼
零点来一瓶西北狼
·
2022-06-29
传销式的营销
蔚来遭海外机构做空，被指与瑞幸造假案关键人物多有瓜葛
摘要：Grizzly Research报告称，蔚来利用成立的武汉蔚能电池公司为其创造数十亿美元营收，2021财年蔚来优于预期的盈利中，至少60%由蔚能贡献；李斌和瑞幸“金三角”之一刘二海关系密切，刘在
蔚来遭海外机构做空，被指与瑞幸造假案关键人物多有瓜葛
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零点来一瓶西北狼
零点来一瓶西北狼
·
2021-11-13
好未来，哈哈 凉凉了
高盛三季度持仓：大幅增持新东方、好未来，减持滴滴、爱奇艺
高盛看好中概教育股。 高盛三季度13F文件显示，该行第三季度大幅增持新东方、好未来、阿里巴巴、贝壳等中概股，其中新东方和好未来增持幅度分别达352%和738%。 同样是中概股，高盛减持了爱奇艺、高途
高盛三季度持仓：大幅增持新东方、好未来，减持滴滴、爱奇艺
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零点来一瓶西北狼
零点来一瓶西北狼
·
2021-07-23
凉凉了
网传“双减”政策细则引爆看空情绪，新东方跌逾40%，已探索两大新重点领域对冲政策风险
最终，新东方-S报收30.20港元/股，比7月22日收盘价大跌40.61%，日内总市值蒸发超过350亿港元。7月13日，教育部官网上线“‘双减’在行动”专栏，截至7月23日，已有8省教育部门介绍推进“双减”工作的经验。西南证券7月21日的一份研报指出，针对“双减”意见，新东方多个分校经营范围已发生变更。有媒体此前报道称新东方正在拓展素质教育培训，素质类和托管类是新东方各分校此次新增业务范围的两大重点领域。
网传“双减”政策细则引爆看空情绪，新东方跌逾40%，已探索两大新重点领域对冲政策风险
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零点来一瓶西北狼
零点来一瓶西北狼
·
2021-07-23
$滴滴(DIDI)$
滴滴，啥时候腰斩？35天后还是？总之你惹出大事情了
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零点来一瓶西北狼
零点来一瓶西北狼
·
2021-01-25
打脸不
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零点来一瓶西北狼
零点来一瓶西北狼
·
2020-12-24
$阿里巴巴(BABA)$还会在跌10个点，等着瞧
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零点来一瓶西北狼
零点来一瓶西北狼
·
2020-11-27
$迪士尼(DIS)$
还不跌？还不跌？还不跌？
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零点来一瓶西北狼
零点来一瓶西北狼
·
2020-11-21
$极光(JG)$
你咋不退市咧
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零点来一瓶西北狼
零点来一瓶西北狼
·
2020-11-21
$逸仙电商(YSG)$
你接着涨。不要停
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Research发布报告，题为“我们认为蔚来汽车在用Valeant那样的财会游戏，通过夸大收入和提高净利润率达到目标”。</p><p>Grizzly报告开篇就指出，和Veleant当年利用帮助成立的药房Philidor夸大业绩一样，蔚来可能利用一家未纳入合并报表的关联方夸大收入和盈利能力。正是因为觉得蔚来拥有强劲的业绩，散户投资者才追捧蔚来，让它的股价自2020年以来累涨450%，成为中国市值最高的电动汽车企业之一。</p><p>报告认为，上述未被并表的关联方就是由蔚来成立的武汉蔚能电池资产有限公司。该公司帮助蔚来持续实现高增长和盈利预期，已经为蔚来创造了数十亿美元的营业收入。就像Philidor当年帮助Valeant习惯性地捏造数据一样，自武汉蔚能成立以来，蔚来的业绩就可疑地超出预期。报告写道：</p><blockquote>在截至2021年9月的九个月内，“蔚能将蔚来的营收和净利润分别夸大了10%和95%”，即营收和净利润分别虚增了26.17亿元人民币和17.77亿元人民币。“我们发现，2021财年（蔚来）优于预期的盈利中，有至少60%由蔚能贡献。”</blockquote><p><img src=\"https://static.tigerbbs.com/9591ee808b80af84d1eaf04f53c305be\" tg-width=\"655\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/>Grizzly Research报告展示蔚来通过向蔚能出售电池大幅虚增营收和净利润的示意图</p><blockquote>“通过将收集月度(电池即服务（BaaS）)订阅的负担转交给蔚能，蔚来加快了营收增长。蔚能允许蔚来立即确认他们销售电池的收入，并未按照订阅期（七年）确认营收。通过这种安排，我们认为，蔚来已经通过提前确认七年的收入来扩大（营收）数字。”</blockquote><blockquote>“鉴于蔚能最近披露有1.9万用户订阅电池服务，我们怀疑，蔚能截至2021年9月30日是否真有4.0053万块电池库存。经过仔细调查，我们认为，蔚来让蔚能的电池额外增加了2.1053万块（价值11.47亿元人民币）。2021年第四季度，这个数字只会恶化，我们估算，蔚来的供应电池又虚增了多达1.52万。这种做法对蔚来的利润影响巨大。”</blockquote><p>李斌和瑞幸“金三角”之一刘二海关系密切</p><p>Grizzly报告指出，蔚来董事长兼CEO李斌与愉悦资本（Joy Capital）及其创始合伙人刘二海（Erhai Liu）关系密切，而愉悦资本的刘二海是<a href=\"https://laohu8.com/S/LK\">瑞幸咖啡</a>业绩造假案的核心人物，也就是瑞幸股东“金三角”——陆正耀、李辉、刘二海中的一人。</p><p>据报告整理，李斌和刘二海以及愉悦资本的密切关系表现为：</p><ul><li>刘二海自2005年以来担任汽车互联网公司易车的董事，2011年起任独立董事。易车一直由李斌控制。</li><li>2019年9月，在评估易车私有化交易的特别委员会中，刘二海被任命为其中的一名独立董事。</li><li>有报道称，刘二海是蔚来汽车和摩拜单车的早期投资者。</li><li>蔚来资本和愉悦资本曾联合投资二手车交易服务商<a href=\"https://laohu8.com/S/UXIN\">优信</a>多达3.15亿美元，另一做空机构JCap曾在2019年的报告中披露优信财务造假。</li></ul><p>报告还称，李斌被誉为中国的马斯克，但他过去参与创业的企业——易车、易鑫、摩拜都经历了股价或估值暴跌，到它们被私有化或被出售时，估值远低于巅峰期水平。</p></body></html>","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>蔚来遭海外机构做空，被指与瑞幸造假案关键人物多有瓜葛</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蔚来遭海外机构做空，被指与瑞幸造假案关键人物多有瓜葛\n</h2>\n\n<h4 class=\"meta\">\n\n2022-06-29 08:19 北京时间 <strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摘要：Grizzly Research报告称，蔚来利用成立的武汉蔚能电池公司为其创造数十亿美元营收，2021财年蔚来优于预期的盈利中，至少60%由蔚能贡献；李斌和瑞幸“金三角”之一刘二海关系密切，刘在李斌控制的易车长期任董事，刘曾投资蔚来及摩拜。一份海外机构的做空报告将蔚来汽车和2015年爆出会计丑闻的加拿大制药企业Valeant，以及两年前披露财务造假的瑞幸咖啡联系在一起。上述报告发布当天，周二...</p>\n\n<a href=\"\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3380231cb191ca9bea37a0c70765537d","relate_stocks":{"BK4574":"无人驾驶","BK4509":"腾讯概念","NIO":"蔚来","BK1588":"回港中概股","09866":"蔚来-SW","NIO.SI":"蔚来","BK4532":"文艺复兴科技持仓","BK4581":"高盛持仓","BK4531":"中概回港概念","BK4099":"汽车制造商","BK4526":"热门中概股","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4548":"巴美列捷福持仓","BK4505":"高瓴资本持仓","BK4504":"桥水持仓","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4209":"餐馆","BK1119":"汽车制造商","LKNCY":"瑞幸咖啡"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193492822","content_text":"摘要：Grizzly Research报告称，蔚来利用成立的武汉蔚能电池公司为其创造数十亿美元营收，2021财年蔚来优于预期的盈利中，至少60%由蔚能贡献；李斌和瑞幸“金三角”之一刘二海关系密切，刘在李斌控制的易车长期任董事，刘曾投资蔚来及摩拜。一份海外机构的做空报告将蔚来汽车和2015年爆出会计丑闻的加拿大制药企业Valeant，以及两年前披露财务造假的瑞幸咖啡联系在一起。上述报告发布当天，周二蔚来美股低开2.6%，盘初转涨，早盘刷新日高时涨近2.2%，开盘约一小时后又转跌，刷新日低时日内跌逾4%，最终收跌近2.6%。另外两家中概造车新势力——小鹏汽车和理想汽车均收跌逾5%。蔚来利用武汉蔚能夸大收入和盈利能力6月28日周二，做空机构Grizzly Research发布报告，题为“我们认为蔚来汽车在用Valeant那样的财会游戏，通过夸大收入和提高净利润率达到目标”。Grizzly报告开篇就指出，和Veleant当年利用帮助成立的药房Philidor夸大业绩一样，蔚来可能利用一家未纳入合并报表的关联方夸大收入和盈利能力。正是因为觉得蔚来拥有强劲的业绩，散户投资者才追捧蔚来，让它的股价自2020年以来累涨450%，成为中国市值最高的电动汽车企业之一。报告认为，上述未被并表的关联方就是由蔚来成立的武汉蔚能电池资产有限公司。该公司帮助蔚来持续实现高增长和盈利预期，已经为蔚来创造了数十亿美元的营业收入。就像Philidor当年帮助Valeant习惯性地捏造数据一样，自武汉蔚能成立以来，蔚来的业绩就可疑地超出预期。报告写道：在截至2021年9月的九个月内，“蔚能将蔚来的营收和净利润分别夸大了10%和95%”，即营收和净利润分别虚增了26.17亿元人民币和17.77亿元人民币。“我们发现，2021财年（蔚来）优于预期的盈利中，有至少60%由蔚能贡献。”Grizzly Research报告展示蔚来通过向蔚能出售电池大幅虚增营收和净利润的示意图“通过将收集月度(电池即服务（BaaS）)订阅的负担转交给蔚能，蔚来加快了营收增长。蔚能允许蔚来立即确认他们销售电池的收入，并未按照订阅期（七年）确认营收。通过这种安排，我们认为，蔚来已经通过提前确认七年的收入来扩大（营收）数字。”“鉴于蔚能最近披露有1.9万用户订阅电池服务，我们怀疑，蔚能截至2021年9月30日是否真有4.0053万块电池库存。经过仔细调查，我们认为，蔚来让蔚能的电池额外增加了2.1053万块（价值11.47亿元人民币）。2021年第四季度，这个数字只会恶化，我们估算，蔚来的供应电池又虚增了多达1.52万。这种做法对蔚来的利润影响巨大。”李斌和瑞幸“金三角”之一刘二海关系密切Grizzly报告指出，蔚来董事长兼CEO李斌与愉悦资本（Joy Capital）及其创始合伙人刘二海（Erhai Liu）关系密切，而愉悦资本的刘二海是瑞幸咖啡业绩造假案的核心人物，也就是瑞幸股东“金三角”——陆正耀、李辉、刘二海中的一人。据报告整理，李斌和刘二海以及愉悦资本的密切关系表现为：刘二海自2005年以来担任汽车互联网公司易车的董事，2011年起任独立董事。易车一直由李斌控制。2019年9月，在评估易车私有化交易的特别委员会中，刘二海被任命为其中的一名独立董事。有报道称，刘二海是蔚来汽车和摩拜单车的早期投资者。蔚来资本和愉悦资本曾联合投资二手车交易服务商优信多达3.15亿美元，另一做空机构JCap曾在2019年的报告中披露优信财务造假。报告还称，李斌被誉为中国的马斯克，但他过去参与创业的企业——易车、易鑫、摩拜都经历了股价或估值暴跌，到它们被私有化或被出售时，估值远低于巅峰期水平。","news_type":1,"symbols_score_info":{"09866":0.9,"EVS.SI":0.9,"LKNCY":0.9,"NIO":0.9,"NIO.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":2863,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873011448,"gmtCreate":1636794407500,"gmtModify":1636794407500,"author":{"id":"3487599334006236","authorId":"3487599334006236","name":"零点来一瓶西北狼","avatar":"https://static.tigerbbs.com/e181858b0874ea5736f8174379e319d3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3487599334006236","authorIdStr":"3487599334006236"},"themes":[],"htmlText":"好未来，哈哈 凉凉了","listText":"好未来，哈哈 凉凉了","text":"好未来，哈哈 凉凉了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/873011448","repostId":"1135489260","repostType":2,"repost":{"id":"1135489260","kind":"news","pubTimestamp":1636592204,"share":"https://www.laohu8.com/m/news/1135489260?lang=&edition=full","pubTime":"2021-11-11 08:56","market":"us","language":"zh","title":"高盛三季度持仓：大幅增持新东方、好未来，减持滴滴、爱奇艺","url":"https://stock-news.laohu8.com/highlight/detail?id=1135489260","media":"金十数据","summary":"高盛看好中概教育股。\n高盛三季度13F文件显示，该行第三季度大幅增持新东方、好未来、阿里巴巴、贝壳等中概股，其中新东方和好未来增持幅度分别达352%和738%。\n\n同样是中概股，高盛减持了爱奇艺、高途","content":"<p><a href=\"https://laohu8.com/S/GS\">高盛</a>看好中概教育股。</p>\n<p><a href=\"https://laohu8.com/S/GS\">高盛</a>三季度13F文件显示，该行第三季度大幅增持<a href=\"https://laohu8.com/S/EDU\">新东方</a>、<a href=\"https://laohu8.com/S/TAL\">好未来</a>、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>等中概股，其中<a href=\"https://laohu8.com/S/EDU\">新东方</a>和<a href=\"https://laohu8.com/S/TAL\">好未来</a>增持幅度分别达352%和738%。</p>\n<p><img src=\"https://static.tigerbbs.com/bba2c779191b13b8e5ad54600140146b\" tg-width=\"829\" tg-height=\"90\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/77fe1f7869ffe41dac518bffc1976663\" tg-width=\"830\" tg-height=\"89\" referrerpolicy=\"no-referrer\"></p>\n<p>同样是中概股，高盛减持了<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>、<a href=\"https://laohu8.com/S/GOTU\">高途</a>、<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车等，其中滴滴和<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>的减持幅度分别达76%和42%。</p>\n<p><img src=\"https://static.tigerbbs.com/ed7c40103bea8b0df1b468940b143ab2\" tg-width=\"830\" tg-height=\"89\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/c0dc4905b1b2c166f98a8d69259f7af4\" tg-width=\"830\" tg-height=\"72\" referrerpolicy=\"no-referrer\"></p>\n<p>截至第三季度，高盛前五大持仓分别为<a href=\"https://laohu8.com/S/SPY\">标普500ETF</a>-SPDR、SPY看跌期权、微软、苹果和<a href=\"https://laohu8.com/S/IWM\">罗素2000指数ETF</a>。</p>\n<p><img src=\"https://static.tigerbbs.com/5c980fcfda21509d0fe1206fb5ca2828\" tg-width=\"829\" tg-height=\"358\" referrerpolicy=\"no-referrer\"></p>\n<p>截至三季度末，高盛持仓总市值达4730.5亿美元，此前为4463.9亿美元。三季度建仓635只股票，增持了2723只股票，减持了2261只股票，清仓609只股票，前十大持仓股票市值占总持仓的18.81%。</p>\n<p><img src=\"https://static.tigerbbs.com/01fb5f9ce0e91ead0298125fc3db1a30\" tg-width=\"582\" tg-height=\"505\" referrerpolicy=\"no-referrer\"></p>","source":"jssj","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>高盛三季度持仓：大幅增持新东方、好未来，减持滴滴、爱奇艺</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1b3684302211042d481cacf9066fbcca","relate_stocks":{"EDU":"新东方","DIDI":"滴滴(已退市)","IQ":"爱奇艺","09901":"新东方-S","TAL":"好未来","GS":"高盛"},"source_url":"https://xnews.jin10.com/details/85588","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135489260","content_text":"高盛看好中概教育股。\n高盛三季度13F文件显示，该行第三季度大幅增持新东方、好未来、阿里巴巴、贝壳等中概股，其中新东方和好未来增持幅度分别达352%和738%。\n\n同样是中概股，高盛减持了爱奇艺、高途、滴滴、蔚来汽车等，其中滴滴和爱奇艺的减持幅度分别达76%和42%。\n\n截至第三季度，高盛前五大持仓分别为标普500ETF-SPDR、SPY看跌期权、微软、苹果和罗素2000指数ETF。\n\n截至三季度末，高盛持仓总市值达4730.5亿美元，此前为4463.9亿美元。三季度建仓635只股票，增持了2723只股票，减持了2261只股票，清仓609只股票，前十大持仓股票市值占总持仓的18.81%。","news_type":1,"symbols_score_info":{"09901":0.9,"DIDI":0.9,"EDU":0.9,"GS":0.9,"IQ":0.9,"TAL":0.9}},"isVote":1,"tweetType":1,"viewCount":5602,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":175497285,"gmtCreate":1627045498147,"gmtModify":1627045498147,"author":{"id":"3487599334006236","authorId":"3487599334006236","name":"零点来一瓶西北狼","avatar":"https://static.tigerbbs.com/e181858b0874ea5736f8174379e319d3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3487599334006236","authorIdStr":"3487599334006236"},"themes":[],"htmlText":"凉凉了","listText":"凉凉了","text":"凉凉了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/175497285","repostId":"2153284985","repostType":2,"repost":{"id":"2153284985","kind":"news","pubTimestamp":1627038180,"share":"https://www.laohu8.com/m/news/2153284985?lang=&edition=full","pubTime":"2021-07-23 19:03","market":"us","language":"zh","title":"网传“双减”政策细则引爆看空情绪，新东方跌逾40%，已探索两大新重点领域对冲政策风险","url":"https://stock-news.laohu8.com/highlight/detail?id=2153284985","media":"21财经","summary":"最终，新东方-S报收30.20港元/股，比7月22日收盘价大跌40.61%，日内总市值蒸发超过350亿港元。7月13日，教育部官网上线“‘双减’在行动”专栏，截至7月23日，已有8省教育部门介绍推进“双减”工作的经验。西南证券7月21日的一份研报指出，针对“双减”意见，新东方多个分校经营范围已发生变更。有媒体此前报道称新东方正在拓展素质教育培训，素质类和托管类是新东方各分校此次新增业务范围的两大重点领域。","content":"<div>\n<p>7月23日下午，港股教育股突然集体崩盘。14时，新东方-S（09901.HK）跌幅突然扩大，于14:17、14:28、14:59、15:05、15:13五次触发市调机制，令5分钟内股价价格跌幅受到限制。15:18，股价一度暴跌至25.20港元/股，较开盘价51.00港元/股几近腰斩。最终，新东方-S报收30.20港元/股，比7月22日收盘价大跌40.61%，日内总市值蒸发超过350亿港元。此外，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202107231903167a57fccf&s=b\">Web Link</a>\n\n</div>\n","source":"tencent","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>网传“双减”政策细则引爆看空情绪，新东方跌逾40%，已探索两大新重点领域对冲政策风险</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; 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202107231903167a57fccf&s=b><strong>21财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>7月23日下午，港股教育股突然集体崩盘。14时，新东方-S（09901.HK）跌幅突然扩大，于14:17、14:28、14:59、15:05、15:13五次触发市调机制，令5分钟内股价价格跌幅受到限制。15:18，股价一度暴跌至25.20港元/股，较开盘价51.00港元/股几近腰斩。最终，新东方-S报收30.20港元/股，比7月22日收盘价大跌40.61%，日内总市值蒸发超过350亿港元。此外，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202107231903167a57fccf&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0449833ee4bd3e2db783cdd1924d9ddc","relate_stocks":{"EDU":"新东方","09901":"新东方-S"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202107231903167a57fccf&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2153284985","content_text":"7月23日下午，港股教育股突然集体崩盘。14时，新东方-S（09901.HK）跌幅突然扩大，于14:17、14:28、14:59、15:05、15:13五次触发市调机制，令5分钟内股价价格跌幅受到限制。15:18，股价一度暴跌至25.20港元/股，较开盘价51.00港元/股几近腰斩。最终，新东方-S报收30.20港元/股，比7月22日收盘价大跌40.61%，日内总市值蒸发超过350亿港元。此外，思考乐教育（01769.HK）、新东方在线（01797.HK）、卓越教育集团（03978.HK）也遭遇20%以上跌幅。三者收盘价分别为2.53港元/股、5.92港元/股、1.06港元/股，跌幅分别超过28%、28%、21%。当日，香港恒生指数收跌1.45%，恒生科技指数收跌2.96%，教育、短视频板块跌幅居前。市场人士指出，此次教育股暴跌或起源于一份流传的名为《关于进一步减轻义务教育阶段学生作业负担和校外培训负担的意见》的文件，其中披露的多项政策被市场解读为将对校外培训行业带来重大影响。不过这份文件目前还无法证明其真实性。公开报道显示，5月21日，中央全面深化改革委员会第十九次会议审议通过了《关于进一步减轻义务教育阶段学生作业负担和校外培训负担的意见》（以下简称“双减”意见）。本次会议指出，义务教育最突出的问题之一是中小学生负担太重，短视化、功利化问题没有根本解决。特别是校外培训机构无序发展，“校内减负、校外增负”现象突出。减轻学生负担，根本之策在于全面提高学校教学质量，做到应教尽教，强化学校教育的主阵地作用。 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