Leasun的个人主页 - 老虎社区

Leasun

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IP属地：江苏

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0勋章

2021-08-26

$秦淮数据(CD)$财报挺好的啊！为什么呢？为什么呢？为什么呢？

2021-03-25

$秦淮数据(CD)$加仓是魔鬼[流泪] [流泪] [流泪]

2021-03-25

加仓是魔鬼[流泪] [流泪] [流泪]

2020-11-27

权利被驾空了，没意思了，就像刘强东说的，没有控制权，就拿钱走人！

林斌将18亿AB股转换意欲何为？雷军投票权飙升至69%

2020-08-18

$老虎证券(TIGR)$讲真，开盘这么久的走势，比前几次财报日强不少了，满足了，继续持有！

2020-08-18

$老虎证券(TIGR)$财报这么好，这是演哪出？

2020-08-13

$智勤控股(09913)$晕死，不是说老虎后台安排撤单的呢？怎么会显示申购成功啦？好悲剧！

2020-06-06

身边就大多数孩子上的学而思，没怎么听过跟谁学，所以跟着一起做空，应该没事！

跟谁学被灰熊做空山东运营中心查不到办公电话

2020-01-23

$小米集团-W(01810)$ 继续加仓，每次大跌都是好机会

2018-11-02

$中国诚通发展集团(00217)$能不能拉升一波？

去老虎APP查看更多动态

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[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358819044","isVote":1,"tweetType":1,"viewCount":1054,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":391972073,"gmtCreate":1606479177892,"gmtModify":1703843275293,"author":{"id":"3490391192474993","authorId":"3490391192474993","authorIdStr":"3490391192474993","name":"Leasun","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3490391192474993"},"themes":[],"htmlText":"权利被驾空了，没意思了，就像刘强东说的，没有控制权，就拿钱走人！","listText":"权利被驾空了，没意思了，就像刘强东说的，没有控制权，就拿钱走人！","text":"权利被驾空了，没意思了，就像刘强东说的，没有控制权，就拿钱走人！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/391972073","repostId":"2086739287","repostType":2,"repost":{"id":"2086739287","weMediaInfo":{"introduction":"新浪ir新闻","home_visible":0,"media_name":"新浪官方","id":"1060974621","head_image":"https://static.tigerbbs.com/2af9a533edb87c6daf428b0c87ba8c8e"},"pubTimestamp":1606475095,"share":"https://www.laohu8.com/m/news/2086739287?lang=&edition=full","pubTime":"2020-11-27 19:04","market":"hk","language":"zh","title":"林斌将18亿AB股转换意欲何为？雷军投票权飙升至69%","url":"https://stock-news.laohu8.com/highlight/detail?id=2086739287","media":"新浪官方","summary":"11月27日消息，小米联合创始人林斌将18亿A类股转化为B类股。转换完成后，林斌持股A类股只有4.66亿股，持有B类股为19.33亿股。林斌突然转换股份，如何解读，林斌又意欲何为？　　2019年8月，港交所披露易显示，林斌连续三日卖出小米股份，8月21日以9.0731港元卖出2670万股公司股票；8月22日卖出555.96万股，8月23日卖出904.76万股，三日共计卖出4130.72万股，套现大约3.7亿港元。","content":"<p><img src=\"http://image.sinajs.cn/newchar/png/k/hk/daily_660/01810.png\" tg-width=\"660\" tg-height=\"360\"></p><p>11月27日消息，小米联合创始人林斌将18亿A类股转化为B类股。转换完成后，林斌持股A类股只有4.66亿股，持有B类股为19.33亿股。</p><p><img src=\"http://n.sinaimg.cn/finance/transform/768/w550h218/20201127/4b6c-kentcvx9367361.png\" tg-width=\"550\" tg-height=\"218\"></p><p>对于刚刚公布业绩远超预期就陷入“得屌丝者得天下”的小米来说，再一次引发了市场热议。林斌突然转换股份，如何解读，林斌又意欲何为？</p><p><b>　林斌是要准备减持套现吗？</b></p><p>小米拥有AB股，A类股不能自由流通，必须转为B类股才能流通，每股A类股可以转为一股B类股。</p><p>那么，林斌从A类股转为B类股是为了套现吗？</p><p>值得注意的是林斌从小米上市后至少套现了两次。</p><p>2019年8月，港交所披露易显示，林斌连续三日卖出小米股份，8月21日以9.0731港元卖出2670万股公司股票；8月22日卖出555.96万股，8月23日卖出904.76万股，三日共计卖出4130.72万股，套现大约3.7亿港元。</p><p>林斌套现后，引发了行业轩然大波，因为当时公司在不断回购股票，高管却选择减持套现，这种情况在成熟资本市场上并不多见。随后，股民用脚投票，小米股价不断承压。</p><p>今年9月24日，林斌通过大宗交易再度出售3.5亿股，套现近80亿亿港元，有接近小米的知情人士则表示，林斌并非要抛售套现，而是要委托给信托。</p><p>虽说是委托信托，但根据9月25日盘前数据，林斌的3.5亿股已经通过大宗交易卖出了，且在二级市场开始流通。通过本次出售，林斌累计套现78.925亿港元。</p><p>因此，本次林斌从A类股转为可流通的B类股，大家自然想到，林斌是否又要套现？</p><p>不过，上次减持3.5亿股后，小米紧急发布禁售期承诺，根据小米发布的自愿性公告得知，林斌剩余股份会锁定五年。即自9月15日起五年内，林斌及其控制实体均不会再出售股份，此前已安排捐赠给家族慈善基金的1.2亿股B类股除外。</p><p><img src=\"http://n.sinaimg.cn/finance/crawl/163/w550h413/20201127/df28-kentcvx9589248.png\" tg-width=\"550\" tg-height=\"413\"></p><p>因此，有香港券商分析人士对<a href=\"https://laohu8.com/S/SINA\">新浪</a>港股表示，为安抚市场情绪，前有五年承诺，林斌此次应该不是为了减持套现。</p><p><b>那，林斌此举是为了什么呢？</b></p><p>小米作为港股第一家同股不同权企业，A类股拥有超级投票权，一股等于10票表决权，只有雷军和林斌持有；B类股市一股一票，除了雷军、林斌，各大创始人和投资者持有。</p><p>对于林斌此举真正意图，香港各大分析师也是观点不一。有分析师表示，“可能是技术性转换，因为要维持同股不同权的比例”；另有分析师表示，“他说他自己五年内不出售，无说其他人或受托人不能出售”；还有香港券商分析师表示，“林斌此举可能是要放权”。</p><p>辉立资本管理（香港）执行董事黄伟杰表示，“他早前持续抛售小米套现，本次A类股转为B类股可降低个人控制权。”还有业内分析人士表示，“削弱林斌投票权，理顺事权与投票权的统一关系，让做事的人有权利决定，利好小米未来发展。”</p><p>虽然，大家观点不一，但数据不会撒谎。</p><p>据新浪港股统计，转让之前，林斌持股22.68447亿股A类股和1.3147亿股B类股，持股占比9.94%，但拥有27.63%的投票权。雷军持股42.2664亿股A类股和24.439亿股B类股，持股占比27.56%，拥有54.14%的表决权。</p><p>不过，林斌此次转让之后，林斌持股不变，但表决权被稀释为10.22%，雷军表决权大幅提升至69.24%。雷军表决权的提升，将对公司重大决策方面的影响力更大。</p><p><b>　对于林斌此举会不会是为了退休？</b></p><p>某香港独立股评人几乎肯定地表示，“不太可能”。</p><p>此前，外界关于林斌可能在小米内部退居二线的猜测不断涌出。从2019年起，林斌职位有诸多变动，逐步卸任集团总裁、手机部总裁职务，继续担任集团副董事长，并从7月起出任小米新成立的战略委员会副主席。</p><p>2019年底，小米发布内部邮件，管理层晋升王翔为集团总裁，负责本公司全球业务以及中国大陆以外所有地区的营运。</p><p>2020年1月，常程加入小米，担任<a href=\"https://laohu8.com/S/46816\">小米集团</a>副总裁。</p><p>2020年6月，杨柘加入，担任小米集团副总裁、中国区首席营销官（CMO），负责中国区市场营销战略制定、品牌建设等工作。</p><p>2020年7月底，小米任命曾学忠担任小米集团副总裁兼手机部总裁，负责手机产品的研发和供应链等业务，向雷军汇报。</p><p>9月，小米再度引入<a href=\"https://laohu8.com/S/02007\">碧桂园</a>原副总裁彭志斌，出任小米集团副总裁兼首席人力官，负责人力资源战略规划及人力资源体系建设等工作。（文/金石）</p><p></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>林斌将18亿AB股转换意欲何为？雷军投票权飙升至69%</title>\n<style 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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林斌将18亿AB股转换意欲何为？雷军投票权飙升至69%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/2af9a533edb87c6daf428b0c87ba8c8e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">新浪官方 </p>\n<p class=\"h-time\">2020-11-27 19:04</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p><img src=\"http://image.sinajs.cn/newchar/png/k/hk/daily_660/01810.png\" tg-width=\"660\" tg-height=\"360\"></p><p>11月27日消息，小米联合创始人林斌将18亿A类股转化为B类股。转换完成后，林斌持股A类股只有4.66亿股，持有B类股为19.33亿股。</p><p><img src=\"http://n.sinaimg.cn/finance/transform/768/w550h218/20201127/4b6c-kentcvx9367361.png\" tg-width=\"550\" tg-height=\"218\"></p><p>对于刚刚公布业绩远超预期就陷入“得屌丝者得天下”的小米来说，再一次引发了市场热议。林斌突然转换股份，如何解读，林斌又意欲何为？</p><p><b>　林斌是要准备减持套现吗？</b></p><p>小米拥有AB股，A类股不能自由流通，必须转为B类股才能流通，每股A类股可以转为一股B类股。</p><p>那么，林斌从A类股转为B类股是为了套现吗？</p><p>值得注意的是林斌从小米上市后至少套现了两次。</p><p>2019年8月，港交所披露易显示，林斌连续三日卖出小米股份，8月21日以9.0731港元卖出2670万股公司股票；8月22日卖出555.96万股，8月23日卖出904.76万股，三日共计卖出4130.72万股，套现大约3.7亿港元。</p><p>林斌套现后，引发了行业轩然大波，因为当时公司在不断回购股票，高管却选择减持套现，这种情况在成熟资本市场上并不多见。随后，股民用脚投票，小米股价不断承压。</p><p>今年9月24日，林斌通过大宗交易再度出售3.5亿股，套现近80亿亿港元，有接近小米的知情人士则表示，林斌并非要抛售套现，而是要委托给信托。</p><p>虽说是委托信托，但根据9月25日盘前数据，林斌的3.5亿股已经通过大宗交易卖出了，且在二级市场开始流通。通过本次出售，林斌累计套现78.925亿港元。</p><p>因此，本次林斌从A类股转为可流通的B类股，大家自然想到，林斌是否又要套现？</p><p>不过，上次减持3.5亿股后，小米紧急发布禁售期承诺，根据小米发布的自愿性公告得知，林斌剩余股份会锁定五年。即自9月15日起五年内，林斌及其控制实体均不会再出售股份，此前已安排捐赠给家族慈善基金的1.2亿股B类股除外。</p><p><img src=\"http://n.sinaimg.cn/finance/crawl/163/w550h413/20201127/df28-kentcvx9589248.png\" tg-width=\"550\" tg-height=\"413\"></p><p>因此，有香港券商分析人士对<a href=\"https://laohu8.com/S/SINA\">新浪</a>港股表示，为安抚市场情绪，前有五年承诺，林斌此次应该不是为了减持套现。</p><p><b>那，林斌此举是为了什么呢？</b></p><p>小米作为港股第一家同股不同权企业，A类股拥有超级投票权，一股等于10票表决权，只有雷军和林斌持有；B类股市一股一票，除了雷军、林斌，各大创始人和投资者持有。</p><p>对于林斌此举真正意图，香港各大分析师也是观点不一。有分析师表示，“可能是技术性转换，因为要维持同股不同权的比例”；另有分析师表示，“他说他自己五年内不出售，无说其他人或受托人不能出售”；还有香港券商分析师表示，“林斌此举可能是要放权”。</p><p>辉立资本管理（香港）执行董事黄伟杰表示，“他早前持续抛售小米套现，本次A类股转为B类股可降低个人控制权。”还有业内分析人士表示，“削弱林斌投票权，理顺事权与投票权的统一关系，让做事的人有权利决定，利好小米未来发展。”</p><p>虽然，大家观点不一，但数据不会撒谎。</p><p>据新浪港股统计，转让之前，林斌持股22.68447亿股A类股和1.3147亿股B类股，持股占比9.94%，但拥有27.63%的投票权。雷军持股42.2664亿股A类股和24.439亿股B类股，持股占比27.56%，拥有54.14%的表决权。</p><p>不过，林斌此次转让之后，林斌持股不变，但表决权被稀释为10.22%，雷军表决权大幅提升至69.24%。雷军表决权的提升，将对公司重大决策方面的影响力更大。</p><p><b>　对于林斌此举会不会是为了退休？</b></p><p>某香港独立股评人几乎肯定地表示，“不太可能”。</p><p>此前，外界关于林斌可能在小米内部退居二线的猜测不断涌出。从2019年起，林斌职位有诸多变动，逐步卸任集团总裁、手机部总裁职务，继续担任集团副董事长，并从7月起出任小米新成立的战略委员会副主席。</p><p>2019年底，小米发布内部邮件，管理层晋升王翔为集团总裁，负责本公司全球业务以及中国大陆以外所有地区的营运。</p><p>2020年1月，常程加入小米，担任<a href=\"https://laohu8.com/S/46816\">小米集团</a>副总裁。</p><p>2020年6月，杨柘加入，担任小米集团副总裁、中国区首席营销官（CMO），负责中国区市场营销战略制定、品牌建设等工作。</p><p>2020年7月底，小米任命曾学忠担任小米集团副总裁兼手机部总裁，负责手机产品的研发和供应链等业务，向雷军汇报。</p><p>9月，小米再度引入<a href=\"https://laohu8.com/S/02007\">碧桂园</a>原副总裁彭志斌，出任小米集团副总裁兼首席人力官，负责人力资源战略规划及人力资源体系建设等工作。（文/金石）</p><p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c918995140684a406b6f4df711feac7c","relate_stocks":{"KC":"金山云"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2086739287","content_text":"11月27日消息，小米联合创始人林斌将18亿A类股转化为B类股。转换完成后，林斌持股A类股只有4.66亿股，持有B类股为19.33亿股。对于刚刚公布业绩远超预期就陷入“得屌丝者得天下”的小米来说，再一次引发了市场热议。林斌突然转换股份，如何解读，林斌又意欲何为？　林斌是要准备减持套现吗？小米拥有AB股，A类股不能自由流通，必须转为B类股才能流通，每股A类股可以转为一股B类股。那么，林斌从A类股转为B类股是为了套现吗？值得注意的是林斌从小米上市后至少套现了两次。2019年8月，港交所披露易显示，林斌连续三日卖出小米股份，8月21日以9.0731港元卖出2670万股公司股票；8月22日卖出555.96万股，8月23日卖出904.76万股，三日共计卖出4130.72万股，套现大约3.7亿港元。林斌套现后，引发了行业轩然大波，因为当时公司在不断回购股票，高管却选择减持套现，这种情况在成熟资本市场上并不多见。随后，股民用脚投票，小米股价不断承压。今年9月24日，林斌通过大宗交易再度出售3.5亿股，套现近80亿亿港元，有接近小米的知情人士则表示，林斌并非要抛售套现，而是要委托给信托。虽说是委托信托，但根据9月25日盘前数据，林斌的3.5亿股已经通过大宗交易卖出了，且在二级市场开始流通。通过本次出售，林斌累计套现78.925亿港元。因此，本次林斌从A类股转为可流通的B类股，大家自然想到，林斌是否又要套现？不过，上次减持3.5亿股后，小米紧急发布禁售期承诺，根据小米发布的自愿性公告得知，林斌剩余股份会锁定五年。即自9月15日起五年内，林斌及其控制实体均不会再出售股份，此前已安排捐赠给家族慈善基金的1.2亿股B类股除外。因此，有香港券商分析人士对新浪港股表示，为安抚市场情绪，前有五年承诺，林斌此次应该不是为了减持套现。那，林斌此举是为了什么呢？小米作为港股第一家同股不同权企业，A类股拥有超级投票权，一股等于10票表决权，只有雷军和林斌持有；B类股市一股一票，除了雷军、林斌，各大创始人和投资者持有。对于林斌此举真正意图，香港各大分析师也是观点不一。有分析师表示，“可能是技术性转换，因为要维持同股不同权的比例”；另有分析师表示，“他说他自己五年内不出售，无说其他人或受托人不能出售”；还有香港券商分析师表示，“林斌此举可能是要放权”。辉立资本管理（香港）执行董事黄伟杰表示，“他早前持续抛售小米套现，本次A类股转为B类股可降低个人控制权。”还有业内分析人士表示，“削弱林斌投票权，理顺事权与投票权的统一关系，让做事的人有权利决定，利好小米未来发展。”虽然，大家观点不一，但数据不会撒谎。据新浪港股统计，转让之前，林斌持股22.68447亿股A类股和1.3147亿股B类股，持股占比9.94%，但拥有27.63%的投票权。雷军持股42.2664亿股A类股和24.439亿股B类股，持股占比27.56%，拥有54.14%的表决权。不过，林斌此次转让之后，林斌持股不变，但表决权被稀释为10.22%，雷军表决权大幅提升至69.24%。雷军表决权的提升，将对公司重大决策方面的影响力更大。　对于林斌此举会不会是为了退休？某香港独立股评人几乎肯定地表示，“不太可能”。此前，外界关于林斌可能在小米内部退居二线的猜测不断涌出。从2019年起，林斌职位有诸多变动，逐步卸任集团总裁、手机部总裁职务，继续担任集团副董事长，并从7月起出任小米新成立的战略委员会副主席。2019年底，小米发布内部邮件，管理层晋升王翔为集团总裁，负责本公司全球业务以及中国大陆以外所有地区的营运。2020年1月，常程加入小米，担任小米集团副总裁。2020年6月，杨柘加入，担任小米集团副总裁、中国区首席营销官（CMO），负责中国区市场营销战略制定、品牌建设等工作。2020年7月底，小米任命曾学忠担任小米集团副总裁兼手机部总裁，负责手机产品的研发和供应链等业务，向雷军汇报。9月，小米再度引入碧桂园原副总裁彭志斌，出任小米集团副总裁兼首席人力官，负责人力资源战略规划及人力资源体系建设等工作。（文/金石）","news_type":1},"isVote":1,"tweetType":1,"viewCount":999,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":970655547,"gmtCreate":1597763252089,"gmtModify":1704216689731,"author":{"id":"3490391192474993","authorId":"3490391192474993","authorIdStr":"3490391192474993","name":"Leasun","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3490391192474993"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>财报这么好，这是演哪出？","text":"$老虎证券(TIGR)$财报这么好，这是演哪出？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/970613372","isVote":1,"tweetType":1,"viewCount":2157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":947693355,"gmtCreate":1597302207777,"gmtModify":1704215249222,"author":{"id":"3490391192474993","authorId":"3490391192474993","authorIdStr":"3490391192474993","name":"Leasun","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3490391192474993"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09913\">$智勤控股(09913)$</a>晕死，不是说老虎后台安排撤单的呢？怎么会显示申购成功啦？好悲剧！","listText":"<a href=\"https://laohu8.com/S/09913\">$智勤控股(09913)$</a>晕死，不是说老虎后台安排撤单的呢？怎么会显示申购成功啦？好悲剧！","text":"$智勤控股(09913)$晕死，不是说老虎后台安排撤单的呢？怎么会显示申购成功啦？好悲剧！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/947693355","isVote":1,"tweetType":1,"viewCount":3410,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":956995101,"gmtCreate":1591416132803,"gmtModify":1704195807154,"author":{"id":"3490391192474993","authorId":"3490391192474993","authorIdStr":"3490391192474993","name":"Leasun","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3490391192474993"},"themes":[],"htmlText":"身边就大多数孩子上的学而思，没怎么听过跟谁学，所以跟着一起做空，应该没事！","listText":"身边就大多数孩子上的学而思，没怎么听过跟谁学，所以跟着一起做空，应该没事！","text":"身边就大多数孩子上的学而思，没怎么听过跟谁学，所以跟着一起做空，应该没事！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/956995101","repostId":"2041058017","repostType":2,"repost":{"id":"2041058017","pubTimestamp":1591398660,"share":"https://www.laohu8.com/m/news/2041058017?lang=&edition=full","pubTime":"2020-06-06 07:11","market":"us","language":"zh","title":"跟谁学被灰熊做空 山东运营中心查不到办公电话","url":"https://stock-news.laohu8.com/highlight/detail?id=2041058017","media":"经济导报","summary":"原标题：跟谁学被灰熊做空 山东运营中心查不到办公电话近日，做空机构灰熊研究公司(下称“灰熊”)发布了“跟谁学”的沽空报告。报告称，“跟谁学”的学生人数、收入被夸大约900%，实际学生人数和营收仅为公开","content":"<html><body><article><p>原标题：<a href=\"https://laohu8.com/S/GSX\">跟谁学</a>被灰熊做空 山东运营中心查不到办公电话</p><img src=\"https://fid-75186.picgzc.qpic.cn/20200606071434372v034q1njpnnvm5e\"/><p>近日，做空机构灰熊研究公司(下称“灰熊”)发布了“跟谁学”的沽空报告。报告称，“跟谁学”的学生人数、收入被夸大约900%，实际学生人数和营收仅为公开披露数据的11%。灰熊方面表示，此前在半个月的特定时间段内曾多次购买“跟谁学”课程，随后，通过比较实时增加的用户数和“跟谁学”服务器的新增注册数发现，两者之间存在较大差距。</p><p>对此，“跟谁学”3日下午发布声明称，灰熊的报告充斥着大量编造的数据和陈述，“对于这种诋毁公司的行为，我们表示震惊。这种充满恶意的行为，已经突破了商业伦理的底线。”</p><p>经济导报记者注意到，上述沽空报告发布后，另一家知名做空机构浑水研究公司，在推特转发了灰熊的这份做空报告。据悉，这是在半年时间内，“跟谁学”遭遇的第九次做空举动。</p><p>这并非灰熊首度做空“跟谁学”。早在今年2月，灰熊就曾发布过一份题为《刷出来的学生数量和财务造假》的做空报告。而在5月18日晚间，浑水也针对“跟谁学”发布了一份做空报告，称其怀疑“跟谁学”至少有80%的收入是造假的。</p><p>对于这些指控，“跟谁学”悉数进行了否认。其创始人陈向东还曾在<a href=\"https://laohu8.com/S/WB\">微博</a>中表示，浑水的做空报告确实是做了功课的，技术思维也值得点赞，但他称，“可惜浑水没有弄明白‘跟谁学’的在线直播双师大班课模式。‘跟谁学’的业务聚焦于在线直播大班课，经营现金流持续为正，目前春季同期在读正价课学习人次接近120万，最简单的调查方法就是对同期在读的近120万学生抽样访谈。”</p><p>而对于此次灰熊的做空，“跟谁学”称，灰熊报告中对公司第二季度“高途课堂”的收入预测毫无依据，且通过学员前台展示编码推算学生增量的研究方法，存在根本性错误。</p><p>资料显示，“跟谁学”成立于2014年6月，公司主体名为“北京百家互联科技有限公司”，由<a href=\"https://laohu8.com/S/EDU\">新东方</a>原执行总裁陈向东带领创建。近年来，公司呈现出几何级数的发展势头。2019年6月6日，公司在美国纽约证券交易市场挂牌上市，是中国第一家在美国上市的以K12为主的在线教育公司。</p><p>“跟谁学”山东运营中心去年11月成立，2020年1月落户济南高新区汉峪金谷。但在公开渠道，经济导报记者查询不到“跟谁学”山东运营中心的办公电话。</p><p>4日下午，经济导报记者拨打“跟谁学”官网上的唯一一部“400”开头的电话，试图了解上述做空报告对公司有何影响。接听电话的工作人员表示，此为“跟谁学”北京总部的客服电话，无法接受采访，也无法提供公司负责人的联系方式。</p><p>目前，双方各执一词。灰熊表示，希望投资者和监管机构立即调查此事；“跟谁学”则称，针对这一情况，公司或将向公安机关经济犯罪侦查部门寻求帮助。</p><p>山东一家创投公司的刘姓负责人对经济导报记者分析，教育行业本身的特性，容易形成信息上的盲区，同时也可能给相关公司带来造假空间。</p><p>“举例来说，比如教育行业的销售收入，消费者可能花钱买的是一年的课程，但不同的消费者有不同消费行为，有的人可能分成52个礼拜，每个礼拜上一次课；有的人，前3个月就上完了所有的课。这样的情况，就造成教育行业的销售确认不是线性的，很难用一个平均理念匡算到每一个人，对行业并不了解的普通投资者来说，在信息辨识上可能会出现盲区。”这位刘姓负责人说。</p></article></body></html>","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\" 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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跟谁学被灰熊做空 山东运营中心查不到办公电话\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-06-06 07:11 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020060607143579e4a031&s=b><strong>经济导报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题：跟谁学被灰熊做空 山东运营中心查不到办公电话近日，做空机构灰熊研究公司(下称“灰熊”)发布了“跟谁学”的沽空报告。报告称，“跟谁学”的学生人数、收入被夸大约900%，实际学生人数和营收仅为公开披露数据的11%。灰熊方面表示，此前在半个月的特定时间段内曾多次购买“跟谁学”课程，随后，通过比较实时增加的用户数和“跟谁学”服务器的新增注册数发现，两者之间存在较大差距。对此，“跟谁学”3日下午发布...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020060607143579e4a031&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/3cfac405d9968bb68cea6d74e9f4c711","relate_stocks":{},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020060607143579e4a031&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2041058017","content_text":"原标题：跟谁学被灰熊做空 山东运营中心查不到办公电话近日，做空机构灰熊研究公司(下称“灰熊”)发布了“跟谁学”的沽空报告。报告称，“跟谁学”的学生人数、收入被夸大约900%，实际学生人数和营收仅为公开披露数据的11%。灰熊方面表示，此前在半个月的特定时间段内曾多次购买“跟谁学”课程，随后，通过比较实时增加的用户数和“跟谁学”服务器的新增注册数发现，两者之间存在较大差距。对此，“跟谁学”3日下午发布声明称，灰熊的报告充斥着大量编造的数据和陈述，“对于这种诋毁公司的行为，我们表示震惊。这种充满恶意的行为，已经突破了商业伦理的底线。”经济导报记者注意到，上述沽空报告发布后，另一家知名做空机构浑水研究公司，在推特转发了灰熊的这份做空报告。据悉，这是在半年时间内，“跟谁学”遭遇的第九次做空举动。这并非灰熊首度做空“跟谁学”。早在今年2月，灰熊就曾发布过一份题为《刷出来的学生数量和财务造假》的做空报告。而在5月18日晚间，浑水也针对“跟谁学”发布了一份做空报告，称其怀疑“跟谁学”至少有80%的收入是造假的。对于这些指控，“跟谁学”悉数进行了否认。其创始人陈向东还曾在微博中表示，浑水的做空报告确实是做了功课的，技术思维也值得点赞，但他称，“可惜浑水没有弄明白‘跟谁学’的在线直播双师大班课模式。‘跟谁学’的业务聚焦于在线直播大班课，经营现金流持续为正，目前春季同期在读正价课学习人次接近120万，最简单的调查方法就是对同期在读的近120万学生抽样访谈。”而对于此次灰熊的做空，“跟谁学”称，灰熊报告中对公司第二季度“高途课堂”的收入预测毫无依据，且通过学员前台展示编码推算学生增量的研究方法，存在根本性错误。资料显示，“跟谁学”成立于2014年6月，公司主体名为“北京百家互联科技有限公司”，由新东方原执行总裁陈向东带领创建。近年来，公司呈现出几何级数的发展势头。2019年6月6日，公司在美国纽约证券交易市场挂牌上市，是中国第一家在美国上市的以K12为主的在线教育公司。“跟谁学”山东运营中心去年11月成立，2020年1月落户济南高新区汉峪金谷。但在公开渠道，经济导报记者查询不到“跟谁学”山东运营中心的办公电话。4日下午，经济导报记者拨打“跟谁学”官网上的唯一一部“400”开头的电话，试图了解上述做空报告对公司有何影响。接听电话的工作人员表示，此为“跟谁学”北京总部的客服电话，无法接受采访，也无法提供公司负责人的联系方式。目前，双方各执一词。灰熊表示，希望投资者和监管机构立即调查此事；“跟谁学”则称，针对这一情况，公司或将向公安机关经济犯罪侦查部门寻求帮助。山东一家创投公司的刘姓负责人对经济导报记者分析，教育行业本身的特性，容易形成信息上的盲区，同时也可能给相关公司带来造假空间。“举例来说，比如教育行业的销售收入，消费者可能花钱买的是一年的课程，但不同的消费者有不同消费行为，有的人可能分成52个礼拜，每个礼拜上一次课；有的人，前3个月就上完了所有的课。这样的情况，就造成教育行业的销售确认不是线性的，很难用一个平均理念匡算到每一个人，对行业并不了解的普通投资者来说，在信息辨识上可能会出现盲区。”这位刘姓负责人说。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1457,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":916770047,"gmtCreate":1579750504989,"gmtModify":1704340358394,"author":{"id":"3490391192474993","authorId":"3490391192474993","authorIdStr":"3490391192474993","name":"Leasun","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3490391192474993"},"themes":[],"htmlText":"<a 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