Seven8
2020-10-21
$跟谁学(GSX)$
为啥突然大跌?了解的来说说?看了一圈没看到为什么
跟谁学盘前跌超15%,传言三季度收入低于市场预期
你怎么看投行下调目标价,引发跟谁学股价“雪崩”?
瑞士信贷集团的分析师将跟谁学的目标价从85美元下调至71美元,跟谁学股价下跌30.80%,报71.23美元/股,总市值为170亿美元,对此你有何看法,你认为当前跟谁学的估值是否合理?
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
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jaywang
2020-10-21
jaywang
那个谁被jc带走了
无常的世界
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我爱小咖啡猫
:
你只是猜测吧?没听说过
我爱小咖啡猫
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Seven8
:
拉总被带走调查了
Seven8
:
谁?
张gg
2020-10-21
张gg
因为今年下半年收入会很差,续班率会比之前低很多,我是这家公司之前的员工本来打算等周五公司正式续班再买空,还是晚了
张gg
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Seven8
:
这是业务上的东西,没办法细说,今天同事告诉我连上半年的一半估计都没有
Seven8
:
[暗中观察][暗中观察][暗中观察][暗中观察]为什么下半年会很差?疫情都过去了,续班将是有什么特别事件影响吗?
长发魔女
2020-10-21
长发魔女
财务可能有问题
不再踏空
2020-10-21
不再踏空
傻庄家小资金盘前有空
Seven8
2020-10-21
Seven8
会不会杀估值
胖虎哒哒
2020-10-21
胖虎哒哒
蹲一个
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href=\"https://laohu8.com/S/GSX\">跟谁学</a>美股盘前跌超15%,报87.11美元。市场传言,跟谁学三季度市场预期收入21.2亿,实际低于20亿;销售费用20亿,预期12亿。</p><p><img src=\"https://static.tigerbbs.com/d0a671fa0ae5ab07dbaaeb4327b9c3ac\" tg-width=\"867\" tg-height=\"833\"></p><p>让广大股民和跟谁学都没想到的是,截至现在,跟谁学已经被灰熊、香橼、天蝎创投和浑水4家公司轮番做空了12次,这种现象在之前可以说是从未发生过,在之后也很有可能不会再出现。</p><p><img src=\"https://static.tigerbbs.com/9e3a715bbad9e3f0c3eb83187b1af122\" tg-width=\"440\" tg-height=\"331\"></p><p>有意思的是,跟谁学在首次被灰熊研究做空时称其的做空报告是一份质量极差的做空报告,完全是一派胡言,所以跟谁学对此并未做出回应。</p><p>而在瑞幸和好未来先后自曝的情况下,香橼研究发布了跟谁学的做空报告,陈向东这时意识到,不能再沉默下去了。</p><p>于是跟谁学召开媒体会议,官方也发布正面回应声明,跟谁学这次给出的回应可以说是一步到位,毫不含糊,香橼研究所说的每一条做空理由跟谁学都一一进行了回应,反驳,并且还拿出转化率、转介绍率等一系列数据作为佐证。</p><p>而在今年5月,刚做空瑞幸的浑水也加入了做空跟谁学的队伍。但是经过两轮做空后,跟谁学的发展反而越来越好了,陈向东甚至在微博中夸赞浑水对自己的做空还是做了一定的功课,技术思维也是值得点赞的,显然陈向东对于机构的做空已经变得坦然接受了,而这些机构的做空报告也似乎成了跟谁学的“广告”。</p><p>迄今为止,跟谁学官网投资人平台上已经有4份针对做空报告的回应。</p><p><img src=\"https://static.tigerbbs.com/ec1e35c2ac724772f56c024fa4afeca4\" tg-width=\"640\" tg-height=\"431\"></p><p>跟谁学能在这么短的时间里被做空12次,很大一部原因可能是自身存在的问题,再加之近期关于跟谁学的各种负面新闻不断,做空机构的做空报告逐显成效。</p><p>反而是跟谁学的回应从正面回应到现在的越来越偏,跟谁学在每次被做空后的股价也从趋于稳定甚至是小涨变成了大跌,各大做空机构不会放弃跟谁学这块肥肉,跟谁学会做出怎样的应对措施,让我们拭目以待吧!</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>跟谁学盘前跌超15%,传言三季度收入低于市场预期</title>\n<style 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href=\"https://laohu8.com/S/GSX\">跟谁学</a>美股盘前跌超15%,报87.11美元。市场传言,跟谁学三季度市场预期收入21.2亿,实际低于20亿;销售费用20亿,预期12亿。</p><p><img src=\"https://static.tigerbbs.com/d0a671fa0ae5ab07dbaaeb4327b9c3ac\" tg-width=\"867\" tg-height=\"833\"></p><p>让广大股民和跟谁学都没想到的是,截至现在,跟谁学已经被灰熊、香橼、天蝎创投和浑水4家公司轮番做空了12次,这种现象在之前可以说是从未发生过,在之后也很有可能不会再出现。</p><p><img src=\"https://static.tigerbbs.com/9e3a715bbad9e3f0c3eb83187b1af122\" tg-width=\"440\" tg-height=\"331\"></p><p>有意思的是,跟谁学在首次被灰熊研究做空时称其的做空报告是一份质量极差的做空报告,完全是一派胡言,所以跟谁学对此并未做出回应。</p><p>而在瑞幸和好未来先后自曝的情况下,香橼研究发布了跟谁学的做空报告,陈向东这时意识到,不能再沉默下去了。</p><p>于是跟谁学召开媒体会议,官方也发布正面回应声明,跟谁学这次给出的回应可以说是一步到位,毫不含糊,香橼研究所说的每一条做空理由跟谁学都一一进行了回应,反驳,并且还拿出转化率、转介绍率等一系列数据作为佐证。</p><p>而在今年5月,刚做空瑞幸的浑水也加入了做空跟谁学的队伍。但是经过两轮做空后,跟谁学的发展反而越来越好了,陈向东甚至在微博中夸赞浑水对自己的做空还是做了一定的功课,技术思维也是值得点赞的,显然陈向东对于机构的做空已经变得坦然接受了,而这些机构的做空报告也似乎成了跟谁学的“广告”。</p><p>迄今为止,跟谁学官网投资人平台上已经有4份针对做空报告的回应。</p><p><img src=\"https://static.tigerbbs.com/ec1e35c2ac724772f56c024fa4afeca4\" tg-width=\"640\" 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