中概股跟谁学反击浑水做空

深圳商报2020-05-20

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...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

抓不住的泥鳅
2020-05-20
抓不住的泥鳅
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!

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2036111357?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","is_english":false,"pubTime":"2020-05-20 05:58","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2036111357","market":"us","top_or_hot":-1,"title":"中概股跟谁学反击浑水做空","media":"深圳商报","content":"<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\">网页链接</a>\n\n</div>\n","source":"sina_symbol","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&nbsp;&nbsp;&nbsp;<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\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"TTTN","symbol_name":"老虎中美互联网巨头ETF","start_time":0,"source_url":"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2020-05-20/doc-iircuyvi3999100.shtml","article_id":"2036111357","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f"],"rights":{"source":"sina_symbol","url":"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2020-05-20/doc-iircuyvi3999100.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.title{#titleStyle#}a{#lv2TextColor#}.extra-info, .source{#sourceStyle#;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2036111357","pubTimestamp":1589925529,"columns":[],"sourceInfo":{"source_id":"sina_symbol","name":"新浪媒体新闻"},"weMediaInfo":null,"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","collect":0,"end_time":0,"defaultTopTitle":"sina.cn","property":[],"viewcount":null,"language":"zh","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"},"translate_title":"Who do Chinese stocks learn to fight back against muddy water shorting","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"GSX":1,"QNETCN":1,"TTTN":1},"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。”","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"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","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3479935333961751","authorIdStr":"3479935333961751"},"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,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.4","shortVersion":"4.29.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2036111357"}