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杰森张
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杰森张
2021-12-20
$NIO Inc.(NIO)$
盘前继续下探啊!ET5白发了
杰森张
2021-11-18
$Rivian Automotive, Inc.(RIVN)$
泄了啊
杰森张
2021-08-25
$高途(GOTU)$
已经是垃圾片了,转战其他股吧,不要浪费时间
杰森张
2021-08-14
这个标题感觉给阿里洗地啊,无证据证明**,但是强制猥亵了啊
抱歉,原内容已删除
杰森张
2021-04-29
高盛反着买,别墅靠大海
跟谁学涨12%,此前获高盛予买入评级 目标价60美元
杰森张
2021-04-26
$跟谁学(GSX)$
最近教育部连续发声K12中期肯定要受打压的
杰森张
2021-03-24
标题党,一个大的集团旗下注册多家公司很正常,然后把没有实际运营的或者业务重新划分掉的公司注销,降低运营成本
成立不到4年!上海蔚来新能源汽车公司注销
杰森张
2021-03-10
$GSX Techedu(GSX)$
连评论区都那么冷清,这股是没人理了啊
杰森张
2021-02-19
$GSX Techedu(GSX)$
没有盘前?
杰森张
2021-02-18
热闹之余,值得反思的是,今天的在线教育状态,确实促进更优质的教育、激发教育的创新了吗?
四大公司拿到行业八成融资,在线教育虚火怎降
杰森张
2020-12-17
$NIO Inc.(NIO)$
不负责小道消息,新发轿车大小两辆,无框门,电动尾翼,后轮转向,内饰对标奔驰S
杰森张
2020-12-08
$JD HEALTH(06618)$
拿住,还有潜力
杰森张
2020-11-25
$老虎证券(TIGR)$
为啥财报那么好却暴跌,什么逻辑?
杰森张
2020-11-17
有道理
蔚来李斌首谈高端定位选择:BBA都不是创始人掌舵的时代,蔚来有优势
杰森张
2020-11-14
不要说增长,说量啊,我粉丝从1个涨到9个也是增长800%啊
网校业务增长高达859% 朴新教育为何将其卖给跟谁学
杰森张
2020-11-14
成为过市场第一
@王辚清7687:蔚来已成中国第一
杰森张
2020-11-12
用互联网的敏捷重新塑造制造业
@Dummer666:
$蔚来(NIO)$
11月6日,100度电发布会时,有用户提出了关于100度电的保险保障问题。当时,秦力洪就直接让人记下来,立刻开始研究给用户反馈。今天,11月12日,经过6天,正式反馈公示以及解决细节已经出现在蔚来APP。这就是最棒的一套C2M体系。做过生产制造的应该都明白,这种反馈速度和迭代速度有多难,如果做到会意味着什么。按照这套体系,运转5年,太值得期待了。
杰森张
2020-11-12
大腿抱上啊,移动互联网时代最大的入口
@宝新金融:推荐微盟,因为它坐在“微信”号高铁上
杰森张
2020-11-11
理想和小鹏都没有明显的技术和商业模式的护城河
@孟浩:我花了2天去研究花旗的报告,来判断蔚来,理想,小鹏还可以买吗?在这个视频里,想跟大家一起探讨一下这三家电动车的投资价值还有未来,最后我推荐买的到底是哪一家?看到最后你就明白了 【视频转载自油管可乐财经 Cole Finance & Investments】$小鹏汽车(XPEV)$$蔚来(NIO)$$理想汽车(LI)$
杰森张
2020-11-09
车电分离,电池租用,可充可换可升级。
蔚来100kWh电池上市 李斌15字补齐充换电闭环行业短板
去老虎APP查看更多动态
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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/8e87285f5f61644eaba65898e6ccf2bf","relate_stocks":{},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-04-28/doc-ikmxzfmk9535740.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2130130394","content_text":"跟谁学涨12%,此前获高盛予买入评级,目标价60美元。\n\n\n海量资讯、精准解读,尽在新浪财经APP","news_type":1},"isVote":1,"tweetType":1,"viewCount":2280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":374682935,"gmtCreate":1619444443427,"gmtModify":1619444443427,"author":{"id":"3506152005558125","authorId":"3506152005558125","name":"杰森张","avatar":"https://static.tigerbbs.com/ac0eae936bc3e49760f888edd7a33873","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3506152005558125","authorIdStr":"3506152005558125"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a> 最近教育部连续发声K12中期肯定要受打压的","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a> 最近教育部连续发声K12中期肯定要受打压的","text":"$跟谁学(GSX)$ 最近教育部连续发声K12中期肯定要受打压的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/374682935","isVote":1,"tweetType":1,"viewCount":2105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":351696631,"gmtCreate":1616592198723,"gmtModify":1616592198723,"author":{"id":"3506152005558125","authorId":"3506152005558125","name":"杰森张","avatar":"https://static.tigerbbs.com/ac0eae936bc3e49760f888edd7a33873","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3506152005558125","authorIdStr":"3506152005558125"},"themes":[],"htmlText":"标题党,一个大的集团旗下注册多家公司很正常,然后把没有实际运营的或者业务重新划分掉的公司注销,降低运营成本","listText":"标题党,一个大的集团旗下注册多家公司很正常,然后把没有实际运营的或者业务重新划分掉的公司注销,降低运营成本","text":"标题党,一个大的集团旗下注册多家公司很正常,然后把没有实际运营的或者业务重新划分掉的公司注销,降低运营成本","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/351696631","repostId":"2121452482","repostType":2,"repost":{"id":"2121452482","pubTimestamp":1616578018,"share":"https://www.laohu8.com/m/news/2121452482?lang=&edition=full","pubTime":"2021-03-24 17:26","market":"us","language":"zh","title":"成立不到4年!上海蔚来新能源汽车公司注销","url":"https://stock-news.laohu8.com/highlight/detail?id=2121452482","media":"驱动之家","summary":"3月23日消息,企查查APP显示,上海蔚来新能源汽车有限公司于3月23日进行简易注销公告,截止日期为4月12日。该公司成立于2017年12月,公司法定代表人为蔚来汽车联合创始人秦力洪,公司股东为上海蔚来汽车有限公司、上海蔚来科技有限公司。公开资料显示,蔚来成立于2014年11月,旗下主要产品包括蔚来ES6、蔚来ES8、蔚来EC6、蔚来EVE、蔚来EP9等。","content":"<html><body><article><p>3月23日消息,企查查APP显示,<strong>上海<a href=\"https://laohu8.com/S/NIO\">蔚来</a>新能源汽车有限公司于3月23日进行简易注销公告,截止日期为4月12日。</strong></p><p><strong>该公司成立于2017年12月</strong>,<strong>公司法定代表人为蔚来汽车联合创始人秦力洪,</strong>公司股东为上海蔚来汽车有限公司、上海蔚来科技有限公司。</p><p>公开资料显示,蔚来成立于2014年11月,旗下主要产品包括蔚来ES6、蔚来ES8、蔚来EC6、蔚来EVE、蔚来EP9等。 </p><p>截至目前,蔚来已在全国部署建设193座换电站、134座超充站、327座目的地充电站,接入380000+根第三方充电桩。</p><p>据蔚来官方介绍,公司即将于二季度部署二代换电站,电池数量最多可达13块,每日可支持更多用户的换电需求。</p><p>基于换电,蔚来为用户提供电池租用服务。用户可按需灵活升级电池以应对日常通勤与长途出行的需求,获得更好的<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>电动车使用体验。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/13328902483/0\"/></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\" content=\"telephone=no,email=no,address=no\" />\n<title>成立不到4年!上海蔚来新能源汽车公司注销</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{ 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#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成立不到4年!上海蔚来新能源汽车公司注销\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-24 17:26 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021032417381577e10fa8&s=b><strong>驱动之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>3月23日消息,企查查APP显示,上海蔚来新能源汽车有限公司于3月23日进行简易注销公告,截止日期为4月12日。该公司成立于2017年12月,公司法定代表人为蔚来汽车联合创始人秦力洪,公司股东为上海蔚来汽车有限公司、上海蔚来科技有限公司。公开资料显示,蔚来成立于2014年11月,旗下主要产品包括蔚来ES6、蔚来ES8、蔚来EC6、蔚来EVE、蔚来EP9等。 截至目前,蔚来已在全国部署建设...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021032417381577e10fa8&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/1e9aa56586a03fdd6464e21bfe99f7b5","relate_stocks":{"NIO":"蔚来"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021032417381577e10fa8&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2121452482","content_text":"3月23日消息,企查查APP显示,上海蔚来新能源汽车有限公司于3月23日进行简易注销公告,截止日期为4月12日。该公司成立于2017年12月,公司法定代表人为蔚来汽车联合创始人秦力洪,公司股东为上海蔚来汽车有限公司、上海蔚来科技有限公司。公开资料显示,蔚来成立于2014年11月,旗下主要产品包括蔚来ES6、蔚来ES8、蔚来EC6、蔚来EVE、蔚来EP9等。 截至目前,蔚来已在全国部署建设193座换电站、134座超充站、327座目的地充电站,接入380000+根第三方充电桩。据蔚来官方介绍,公司即将于二季度部署二代换电站,电池数量最多可达13块,每日可支持更多用户的换电需求。基于换电,蔚来为用户提供电池租用服务。用户可按需灵活升级电池以应对日常通勤与长途出行的需求,获得更好的智能电动车使用体验。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2058,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":323887566,"gmtCreate":1615331656855,"gmtModify":1703487383175,"author":{"id":"3506152005558125","authorId":"3506152005558125","name":"杰森张","avatar":"https://static.tigerbbs.com/ac0eae936bc3e49760f888edd7a33873","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3506152005558125","authorIdStr":"3506152005558125"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GSX\">$GSX Techedu(GSX)$</a>连评论区都那么冷清,这股是没人理了啊","listText":"<a href=\"https://laohu8.com/S/GSX\">$GSX Techedu(GSX)$</a>连评论区都那么冷清,这股是没人理了啊","text":"$GSX Techedu(GSX)$连评论区都那么冷清,这股是没人理了啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323887566","isVote":1,"tweetType":1,"viewCount":1860,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":387880950,"gmtCreate":1613735992370,"gmtModify":1613735992370,"author":{"id":"3506152005558125","authorId":"3506152005558125","name":"杰森张","avatar":"https://static.tigerbbs.com/ac0eae936bc3e49760f888edd7a33873","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3506152005558125","authorIdStr":"3506152005558125"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GSX\">$GSX Techedu(GSX)$</a>没有盘前?","listText":"<a href=\"https://laohu8.com/S/GSX\">$GSX Techedu(GSX)$</a>没有盘前?","text":"$GSX Techedu(GSX)$没有盘前?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/387880950","isVote":1,"tweetType":1,"viewCount":3934,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":384252445,"gmtCreate":1613658435787,"gmtModify":1613658435787,"author":{"id":"3506152005558125","authorId":"3506152005558125","name":"杰森张","avatar":"https://static.tigerbbs.com/ac0eae936bc3e49760f888edd7a33873","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3506152005558125","authorIdStr":"3506152005558125"},"themes":[],"htmlText":"热闹之余,值得反思的是,今天的在线教育状态,确实促进更优质的教育、激发教育的创新了吗?","listText":"热闹之余,值得反思的是,今天的在线教育状态,确实促进更优质的教育、激发教育的创新了吗?","text":"热闹之余,值得反思的是,今天的在线教育状态,确实促进更优质的教育、激发教育的创新了吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/384252445","repostId":"1154062229","repostType":2,"repost":{"id":"1154062229","pubTimestamp":1613642011,"share":"https://www.laohu8.com/m/news/1154062229?lang=&edition=full","pubTime":"2021-02-18 17:53","market":"us","language":"zh","title":"四大公司拿到行业八成融资,在线教育虚火怎降","url":"https://stock-news.laohu8.com/highlight/detail?id=1154062229","media":"财经十一人","summary":"烧钱、堆规模、融资、再烧钱,执着于高流量和快增长的教育机构,无形中成为焦虑助推器,遗失了教育本心\n\n每到寒假,教育公司进入全年中仅次于暑假的创收旺季,今年寒假,所有人不约而同地减少了广告投放。\n过去两","content":"<div>\n<p>烧钱、堆规模、融资、再烧钱,执着于高流量和快增长的教育机构,无形中成为焦虑助推器,遗失了教育本心\n\n每到寒假,教育公司进入全年中仅次于暑假的创收旺季,今年寒假,所有人不约而同地减少了广告投放。\n过去两年,在线教育公司们是投放大户,好广告位重金难求。平安证券数据显示,2019年暑期,头部K12在线教育公司的总投放费用高达40亿元人民币,在当时已非常惊人。2020年暑期,这个数字飙升到60亿元。\n让...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/kUrh_0iAjMQPqBzgH0w0YA\">Web Link</a>\n\n</div>\n","source":"cjsyr","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>四大公司拿到行业八成融资,在线教育虚火怎降</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四大公司拿到行业八成融资,在线教育虚火怎降\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-18 17:53 北京时间 <a href=https://mp.weixin.qq.com/s/kUrh_0iAjMQPqBzgH0w0YA><strong>财经十一人</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>烧钱、堆规模、融资、再烧钱,执着于高流量和快增长的教育机构,无形中成为焦虑助推器,遗失了教育本心\n\n每到寒假,教育公司进入全年中仅次于暑假的创收旺季,今年寒假,所有人不约而同地减少了广告投放。\n过去两年,在线教育公司们是投放大户,好广告位重金难求。平安证券数据显示,2019年暑期,头部K12在线教育公司的总投放费用高达40亿元人民币,在当时已非常惊人。2020年暑期,这个数字飙升到60亿元。\n让...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/kUrh_0iAjMQPqBzgH0w0YA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2a65ddf73055baf7ee7e017124875990","relate_stocks":{"DAO":"有道","TAL":"好未来","EDU":"新东方"},"source_url":"https://mp.weixin.qq.com/s/kUrh_0iAjMQPqBzgH0w0YA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154062229","content_text":"烧钱、堆规模、融资、再烧钱,执着于高流量和快增长的教育机构,无形中成为焦虑助推器,遗失了教育本心\n\n每到寒假,教育公司进入全年中仅次于暑假的创收旺季,今年寒假,所有人不约而同地减少了广告投放。\n过去两年,在线教育公司们是投放大户,好广告位重金难求。平安证券数据显示,2019年暑期,头部K12在线教育公司的总投放费用高达40亿元人民币,在当时已非常惊人。2020年暑期,这个数字飙升到60亿元。\n让它们暂时熄火的是一场闹剧。近期,猿辅导、作业帮、跟谁学(NYSE:GSX)、清北网校四家公司被发现在广告中选用了同一名演员扮演名师。随后中央纪委国家监委网站批评在线教育称,“资本助推之下,企业竞争加剧、行业内耗严重”。\n但这只是暂时的。资本有期许、对手在蓄力,在线教育的战役已然开启,一天没有结果,一天就还要继续。\n网络效应让高度分散的教育行业有了垄断的可能。网易有道CEO周枫在去年内部的全员大会上谈到,相比线下双巨头(好未来、新东方)不足5%的市场份额,K12网校头部公司的市场份额已经过半。\n中国目前规模最大的K12教育公司好未来(NYSE:TAL)已经感受到了威胁,好未来已成立近18年,2020年财年线下营收规模约为172亿元人民币。而据每日经济新闻报道,成立不足9年的猿辅导K12业务在2020年的现金收入约150亿元。\n照这个速度,专做在线教育的猿辅导营收已逼近好未来的地面教育,在一两年内超过整个好未来也不是不可能。\n人们总说教育是个慢行业,要悉心培育灌溉、坚持长期主义。然而,当互联网的浪潮席卷而来,这个规律开始被打破。共享单车、网约车的互联网经典叙事,正在教育行业重新上演。\n在互联网强大的规模化实力加持下,在线教育如同诱人的果实,吸引着投资者的攫取,然而,接二连三的隐忧正在浮出水面。\n01\n猿辅导作业帮好未来跟谁学\n四家拿到全行业近八成融资\n2020年,疫情助推下,在线教育坐收红利,资金像海啸一般向头部公司涌去。\n据第三方数据机构IT桔子统计,相比2019年,2020年教育行业投资数量下降了近四成至238起,但投资金额却增长了约两倍至1042亿元,单笔投资金额从8960万元飙升至4.38亿元。\n\n猿辅导与作业帮去年的融资总额分别超过了35亿美元和23.5亿美元,二级市场上的好未来和跟谁学也分别融得了48亿美元和8.7亿美元的资金。四家公司的融资总额占据了教育行业全年融资的近八成。\n二级市场的疯狂,某种程度上为一级市场做了“嫁衣裳”。2020年内,好未来股价上涨了42.68%,网易有道上涨了77.82%。尤其是业绩屡遭质疑、被12次做空的跟谁学股价不降反升,2020年内上涨了120%,市值一度超越新东方。资本市场给予了在线教育前所未有的关注和认可。\n前新东方在线COO潘欣撰文感慨,抛开真假的争议,跟谁学不可思议的股价攀升,加大了头部K12在线教育机构的融资议价能力。“没有跟谁学曾触及到300亿美元的市值,叠加疫情‘红利’,很难想象猿辅导、作业帮能轻松以极高估值融到巨资。”\n在猿辅导、作业帮与风投机构的博弈中,前者明显占据了上风。一位教育行业资深从业者告诉《财经》记者,现在不是猿辅导、作业帮需要融资的问题,而是投资机构都在抢着给这些公司送钱,以期获得更多股权。\n头部公司的融资与营销大战打得火热,中小在线教育机构却坠入寒冬。2020年2月,精锐教育董事长张熙在接受《财经》记者在内的群访时预计,未来一年至一年半内,60%的在线教育公司会因为缺乏融资输血,而宣告倒闭。\n一语成谶。2020年,在线1对1赛道一度领先的学霸君多次尝试融资,均以失败告终,最终宣告破产。在线语文教育机构明兮大语文也因发展冒进、误判融资节奏,一度停止运营,所幸最后被豆神教育收购。优胜教育、迪士尼英语、柚子练琴、Winkey英启少儿英语……倒在2020年的教育公司不一而足。\n寒冬之下,整合节奏悄然加速,过去一年,细分赛道上不乏有主要选手被收归头部公司旗下。DaDa曾是在线外教1对1的明星公司,缩水裁员后最终被好未来收购。字节跳动也收购了数理思维公司你拍一,以衔接低幼阶段的瓜瓜龙思维。朴新教育(NYSE:NEW)也将旗下的网校业务交由跟谁学全面接管。\n“拿钱越来越难了,反倒是越来越健康了。”有道少儿业务负责人王丹丹对《财经》记者感慨。“健康”是风投圈这一年的关键词,从兴奋回归理性,更多人开始把财务模型是否健康、是否有自我造血能力挂在嘴边。\n“2020年淘汰掉了一批教学和运营都不太健康的团队,筛选下来的都是能力更加过硬的团队。”她说。\n2021年,“勒紧裤腰带好过冬”已成为中小在线教育公司的共识。它们缺乏外部输血,更无力与头部公司掰手腕、比投放,只得沉下心来打磨产品特色、精细化运营、在有限的能力内做好口碑营销与转介绍,才能避免在下一个冬天死去。这仿佛应了朱自清的一句话——“热闹是他们的,我什么也没有。”\n02\n营销万能论出现分化\n头部公司在2020年补足了弹药,进行了海陆空全方位大面积的营销投放。公交站、地铁站、电梯间、热门综艺,在线教育公司几乎无孔不入。\n一位熟悉在线教育公司营销情况的业内人士向《财经》记者透露,不是有没有钱的问题,而是即使有钱,也没有合适的广告位可以买了。\n在线教育上市公司的营销费用仍在暴涨。跟谁学2020年3季度营销费用同比增长了522%至20.56亿元,网易有道同比增长397%至10亿元,好未来同比增长120%至4.2亿美元(约27亿元人民币)。\n仅这三家公司总营销费用就将近60亿元,如果加上猿辅导和作业帮,这个数字将超过100亿元。营销费用包括相关员工的工资等,不是只有广告投放。\n但营收增长没能跟上投放节奏。跟谁学K12业务3季度营收同比增长282.7%至17.57亿元,有道精品课增长308.6%至8.77亿元,好未来在线业务(学而思网校和学而思在线)整体在第3财季同比增长114.2%至4.59亿美元。\n营销费用率常用于反映企业的营销效率,数值越高,营销效率越低。从这一指标来看,三家公司都在最新财季飙上了高峰,跟谁学和网易有道的比值首次超过了1——营销费用比总营收还要高。\n\n在线教育公司的营销困境,一方面说明投放效率仍然偏低,从广告受众到低价入口班用户再到正价班用户,漏斗层层筛除过后剩下的人并不高。另一方面,这暴露出在线教育的一个隐患——市场总量的天花板可能正在逼近。\n最重要的影响因素还是疫情,“疫情对在线教育公司是一把双刃剑。”朱宇是新东方在线副总裁,也是新东方K12在线小班课品牌东方优播的CEO,他在接受《财经》记者采访时表示, 2020年上半年,很多在线教育公司没做好承接大规模流量的准备,后续服务跟不上、上课体验不佳。\n“暑假往往是最盈利的时期,但2020年的暑假,有公司从盈利到亏损,也有公司亏得更多了。”朱宇认为,家长是理智的,不会因为疫情期间上了网课就有习惯了,他们会看看有没有效果,如果效果不好,重新建立信任需要更多成本。\n一派观点认为,经过全民网课时期摧枯拉朽的洗礼,2020年没有选择上在线辅导班的学生,短期内大概率也不会报名了。潘欣在个人公众号上表示,伴随着巨额广告费的推动,还会有新的增量用户出现,但比例会变低。“2020年,是大家共同争夺锅里的肉吃;2021年,是大家去抢夺别人碗里的肉吃。”\n另一派观点认为,在线K12教育市场还有增量。周枫曾对《财经》记者算了一个数:几家数据公开的在线K12教育公司正价课(区别于低价入口班)的学生数加起来也就几百万人,不足千万,而全国有1.68亿中小学生。\n据中国教育三十人论坛发布的《2018中小学生减负调查报告》,超过六成的中小学生报过辅导班。两相对比,差距悬殊。\n即便是增量市场,周枫也认为,2020年过后,新玩家机会不大,依然是头部或准头部之间的游戏。\n到底是增量竞争还是存量竞争,这是2021年在线教育行业的关键问题,直接决定了头部公司的日子是否好过。如果市场触及天花板,势必出现增长缓慢,头部阵营间差距越来越大。“企业最怕的不是亏损,而是亏损了还没增长或者未达预期的增长。”潘欣说。竞争终局将加速来临。\n03\n唯流量论恶果:重流量、轻教育\n这场兴起于2019年的在线双师大班课战役,次序已经开始松动,梯队逐渐显现。原本凭借“学而思”在家长圈中的金字招牌,好未来足以稳坐K12在线教育的第一名,但竞争形势已越发胶着。\n在2020年第3财季电话会上,好未来CFO罗戎表示,学而思网校正价课的学生人次在总正价学生中占比超过50%,约170万,为好未来贡献了近3成营收。如果算上隶属于学而思培优的在线业务,好未来整体在线业务的正价学员人次占比达到64%,共217万人。\n中国科学院大数据挖掘与知识管理重点实验室今年1月发布的报告显示,猿辅导旗下网课付费人数已达到230万,作业帮在200万左右。由此来看,K12网校领域,猿辅导和作业帮已超越好未来,分列第一、第二。\n同一赛道上的其他选手与第一梯队则还存在一定的距离。从付费学生人次(未区分低价入口班和正价班)上看,2020年第3季度,跟谁学K12业务有114.7万人,网易有道旗下的有道精品课约50万人。字节跳动旗下的清北网校、VIPKID旗下的大米网校等产品暂未公开具体学生人数。\n格局虽已显现,但第一梯队间差距不大,第二梯队也有弯道超车的可能,变数随时可能出现。2021年是突围的关键节点。\n两年大战之后,在线教育的竞争越发同质化。清北名师是标准配置,辅导老师基地在全国开花,代言人、直播带货、综艺赞助,该有的投放渠道也一个不落。\n过去业内对互联网巨头跨界教育的争议是,懂流量不懂教育,常常水土不服。而如今,重流量、轻教育已成为了在线教育行业的通病。\n烧钱、堆规模、融资、再烧钱,在线教育公司似乎陷入了奋力奔跑的死循环。疯狂之下,一个本质的问题却成为了房间中的大象:更大的规模必然意味着更好的教育吗?\n一位在线启蒙教育公司CEO曾告诉《财经》记者,“教育是一场长跑。别人有钱砸广告就砸呗,1000万人看到广告,100万人来上课,明年只留下30万、40万,还是长久不了。”\n不同于从前的互联网烧钱大战,教育本质上是内容产业,这意味着它难以标准化,高度依赖人与人的交流互动,更难赢者通吃、一家独大。最核心的竞争力依然是“慢”——教学教研的打磨、后端服务能力的锤炼、产品形态的创新,以及对什么是好的教育的思考。\n社会常诟病培训机构鼓吹教育焦虑、加速教育内卷,为此,许多从业者为自己叫屈,称先有需求后有市场。但无法回避的问题是,执着于高流量和快增长的教育机构,无形中成为了焦虑助推器,遗失了教育本心。\n可以预料在2021年,在线教育的战况会愈演愈烈。热闹之余,值得反思的是,今天的在线教育状态,确实促进更优质的教育、激发教育的创新了吗?","news_type":1},"isVote":1,"tweetType":1,"viewCount":2141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397839234,"gmtCreate":1608217810728,"gmtModify":1703851870906,"author":{"id":"3506152005558125","authorId":"3506152005558125","name":"杰森张","avatar":"https://static.tigerbbs.com/ac0eae936bc3e49760f888edd7a33873","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3506152005558125","authorIdStr":"3506152005558125"},"themes":[],"htmlText":"<a 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为啥财报那么好却暴跌,什么逻辑?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/393244153","isVote":1,"tweetType":1,"viewCount":1073,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":307490700,"gmtCreate":1605613948200,"gmtModify":1703838575602,"author":{"id":"3506152005558125","authorId":"3506152005558125","name":"杰森张","avatar":"https://static.tigerbbs.com/ac0eae936bc3e49760f888edd7a33873","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3506152005558125","authorIdStr":"3506152005558125"},"themes":[],"htmlText":"有道理","listText":"有道理","text":"有道理","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/307490700","repostId":"2084496023","repostType":2,"repost":{"id":"2084496023","pubTimestamp":1605611923,"share":"https://www.laohu8.com/m/news/2084496023?lang=&edition=full","pubTime":"2020-11-17 19:18","market":"us","language":"zh","title":"蔚来李斌首谈高端定位选择:BBA都不是创始人掌舵的时代,蔚来有优势","url":"https://stock-news.laohu8.com/highlight/detail?id=2084496023","media":"36氪","summary":"36氪获悉,蔚来CEO李斌在联想创投年会上首次谈到高端品牌定位,他表示,以10-20万入门级国产汽车市场来讲,比亚迪、长城、吉利等品牌已具有绝对竞争优势,无论是规模、成本还是垂直供应链的整合能力,对于一家创业公司来说,竞争太激烈,会非常艰辛。但在以奔驰、宝马、奥迪等为代表的高端汽车领域,蔚来就比较具有竞争优势,因为这些百年汽车品牌,已经不再是创始人掌舵的时代,都已进入职业经理人模式。","content":"<html><body><article><p><a href=\"https://laohu8.com/S/KRKR\">36氪</a>获悉,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>CEO李斌在联想创投年会上首次谈到高端品牌定位,他表示,以10-20万入门级国产汽车市场来讲,<a href=\"https://laohu8.com/S/002594\">比亚迪</a>、长城、吉利等品牌已具有绝对竞争优势,无论是规模、成本还是垂直供应链的整合能力,对于一家<a href=\"https://laohu8.com/S/V03.SI\">创业公司</a>来说,竞争太激烈,会非常艰辛。但在以奔驰、宝马、奥迪等为代表的高端汽车领域,蔚来就比较具有竞争优势,因为这些百年汽车品牌,已经不再是创始人掌舵的时代,都已进入职业经理人模式。</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\" 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202011171918447b4b4f4b&s=b><strong>36氪</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>36氪获悉,蔚来CEO李斌在联想创投年会上首次谈到高端品牌定位,他表示,以10-20万入门级国产汽车市场来讲,比亚迪、长城、吉利等品牌已具有绝对竞争优势,无论是规模、成本还是垂直供应链的整合能力,对于一家创业公司来说,竞争太激烈,会非常艰辛。但在以奔驰、宝马、奥迪等为代表的高端汽车领域,蔚来就比较具有竞争优势,因为这些百年汽车品牌,已经不再是创始人掌舵的时代,都已进入职业经理人模式。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202011171918447b4b4f4b&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/eebab619623966f6e7115434f653b888","relate_stocks":{"BITA":"易车","NIO":"蔚来"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202011171918447b4b4f4b&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2084496023","content_text":"36氪获悉,蔚来CEO李斌在联想创投年会上首次谈到高端品牌定位,他表示,以10-20万入门级国产汽车市场来讲,比亚迪、长城、吉利等品牌已具有绝对竞争优势,无论是规模、成本还是垂直供应链的整合能力,对于一家创业公司来说,竞争太激烈,会非常艰辛。但在以奔驰、宝马、奥迪等为代表的高端汽车领域,蔚来就比较具有竞争优势,因为这些百年汽车品牌,已经不再是创始人掌舵的时代,都已进入职业经理人模式。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1440,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":307008418,"gmtCreate":1605308213434,"gmtModify":1703837459103,"author":{"id":"3506152005558125","authorId":"3506152005558125","name":"杰森张","avatar":"https://static.tigerbbs.com/ac0eae936bc3e49760f888edd7a33873","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3506152005558125","authorIdStr":"3506152005558125"},"themes":[],"htmlText":"不要说增长,说量啊,我粉丝从1个涨到9个也是增长800%啊","listText":"不要说增长,说量啊,我粉丝从1个涨到9个也是增长800%啊","text":"不要说增长,说量啊,我粉丝从1个涨到9个也是增长800%啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/307008418","repostId":"2083733221","repostType":2,"repost":{"id":"2083733221","pubTimestamp":1605226365,"share":"https://www.laohu8.com/m/news/2083733221?lang=&edition=full","pubTime":"2020-11-13 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Investments】$小鹏汽车(XPEV)$$蔚来(NIO)$$理想汽车(LI)$","images":[{"img":"https://static.tigerbbs.com/73387867677f3b4b13a3103566a3a5f5","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/305677894","isVote":2,"tweetType":2,"object":{"id":"90551c8208c24a49b9b10c5df5f53273","tweetId":"305677894","videoUrl":"https://1254107296.vod2.myqcloud.com/27e1f7ecvodtransgzp1254107296/eb578fa55285890809701414801/v.f30.mp4","poster":"https://static.tigerbbs.com/73387867677f3b4b13a3103566a3a5f5"},"viewCount":0,"authorTweetTopStatus":1,"verified":1,"vote":{"id":1169,"gmtBegin":1604976827516,"gmtEnd":1605581565781,"type":1,"upper":1,"title":"蔚来、理想、小鹏,你更看好谁?","choices":[{"id":4399,"sort":1,"name":"蔚来","userSize":546,"voted":false},{"id":4400,"sort":2,"name":"理想","userSize":94,"voted":false},{"id":4401,"sort":3,"name":"小鹏","userSize":136,"voted":false}]},"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1406,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":305935390,"gmtCreate":1604874652410,"gmtModify":1703834903839,"author":{"id":"3506152005558125","authorId":"3506152005558125","name":"杰森张","avatar":"https://static.tigerbbs.com/ac0eae936bc3e49760f888edd7a33873","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3506152005558125","authorIdStr":"3506152005558125"},"themes":[],"htmlText":"车电分离,电池租用,可充可换可升级。","listText":"车电分离,电池租用,可充可换可升级。","text":"车电分离,电池租用,可充可换可升级。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/305935390","repostId":"2081747529","repostType":2,"repost":{"id":"2081747529","pubTimestamp":1604800080,"share":"https://www.laohu8.com/m/news/2081747529?lang=&edition=full","pubTime":"2020-11-08 09:48","market":"us","language":"zh","title":"蔚来100kWh电池上市 李斌15字补齐充换电闭环行业短板","url":"https://stock-news.laohu8.com/highlight/detail?id=2081747529","media":"华夏时报","summary":"车电分离,电池租用,可充可换可升级。“今天把可升级这件事闭环了,我们就彻底把15个字闭环上了。”李斌在蔚来100kWh电池上市发布时这样表示。11月6日,蔚来汽车正式向市场推出100kWh电池包,旗下...","content":"<div>\n<p>原标题:蔚来100kWh电池上市 李斌15字补齐充换电闭环行业短板\r\n \n 车电分离,电池租用,可充可换可升级。“今天把可升级这件事闭环了,我们就彻底把15个字闭环上了。”李斌在蔚来100kWh电池上市发布时这样表示。\n 11月6日,蔚来汽车正式向市场推出100kWh电池包,旗下车型NEDC续航进入600km时代。具体来看,搭载此电池包之后,全新ES8的续航将达到为...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202011081692817096.html\">Web Link</a>\n\n</div>\n","source":"stock_eastmoney","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100kWh电池上市 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.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100kWh电池上市 李斌15字补齐充换电闭环行业短板\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-11-08 09:48 北京时间 <a href=http://finance.eastmoney.com/a/202011081692817096.html><strong>华夏时报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题:蔚来100kWh电池上市 李斌15字补齐充换电闭环行业短板\r\n \n 车电分离,电池租用,可充可换可升级。“今天把可升级这件事闭环了,我们就彻底把15个字闭环上了。”李斌在蔚来100kWh电池上市发布时这样表示。\n 11月6日,蔚来汽车正式向市场推出100kWh电池包,旗下车型NEDC续航进入600km时代。具体来看,搭载此电池包之后,全新ES8的续航将达到为...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202011081692817096.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/31b71d696bed7d7f2622aa052fa49f99","relate_stocks":{"BITA":"易车","NIO":"蔚来"},"source_url":"http://finance.eastmoney.com/a/202011081692817096.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2081747529","content_text":"原标题:蔚来100kWh电池上市 李斌15字补齐充换电闭环行业短板\r\n \n 车电分离,电池租用,可充可换可升级。“今天把可升级这件事闭环了,我们就彻底把15个字闭环上了。”李斌在蔚来100kWh电池上市发布时这样表示。\n 11月6日,蔚来汽车正式向市场推出100kWh电池包,旗下车型NEDC续航进入600km时代。具体来看,搭载此电池包之后,全新ES8的续航将达到为580km,ES6为610km,EC6为615km。\n 2018款蔚来ES8是蔚来的首款车型,上市时推出了两个电池的版本,分别是70千瓦时和84千瓦时,官方续航里程为355公里和425公里。从车主真实使用情况来看,采用70千瓦时的基准版实际续航里程仅有300公里左右。换装更大容量的电池,是蔚来车主一直以来的心声。据了解,此次2018款蔚来ES8换装100千瓦时电池,在理论上可以解决用户的里程焦虑。\n 蔚来100kWh电池包可灵活升级,不用换车,续航也能增加。新车选择该电池需要58000元,可享受最高22500元国家补贴,加入了蔚来BaaS电池租用服务,租用该电池车价立减128000元,每月仅需1480元电池租用服务费。\n 另外,蔚来同样为已交付用户提供100kWh电池。其中永久升级方案,非Baas用户58000元,Baas用户500元/月。而灵活升级方案,按月升级880元/月,按年升级7980元/年。\n 据蔚来汽车联合创始人、总裁秦力洪透露,这款电池是与宁德时代深度合作开发的电池包,搭载了宁德时代最新的CTP技术,亦即此前宁德时代董事长曾毓群提到的“只冒烟不着火”的新型电芯。\n 蔚来汽车内部将这一电池技术称为“无热蔓延安全设计”,可以带来了更好的热失控管理,例如新型材料隔热设计、导热热管理设计、电池包排烟通道设计等,将为用戶的安全使用保驾护航。\n 同时,100kWh电池包有着全球首个端云融合BMS,能够根据不同的用户使用场景智能调整参数,提升了电池包在全工况下的性能表现。同时技术上实现了全天候温控,夏季续航里程提升10%,冬季续航里程提升7%,温控效率提升30%。\n 在发布会上,蔚来电池系统助理副总裁曾士哲介绍,无热蔓延的亮点时热失控传感器的安装,有压力的时候能够唤醒车辆,“好像是一个报警人,看到火灾第一步先报警,第二步再做主动降温,把车上的水系统打开,像消防员来灭火一样。”\n 而对于因为短路问题造成的突然爆炸时起火,曾士哲认为“蔚来在电池包内做了非常严密的高压设计,基于以上几个设计,我们相对很有信心的说,至少在我们设计里面可以保证电池包是相对比较安全的状态,也是大家在媒体上看到的只冒烟不起火的设计。”\n 据了解,蔚来汽车目前已经推出3款电池包,即70度电池包、84度电池包和100度电池包。其中70度电池包采用的是NCM523电芯,而84度电池包采用的是NCM811,而100度电池包采用的是高镍55的电芯。\n 在现场,有不少媒体,同时也是蔚来的用户,由于日常遭遇换电站需要排队的情况,他们对于换电站建设的问题同样十分关注。\n 对此,蔚来电源管理副总裁沈斐表示,“明年年底我们希望要新增50个,现在是16个同时在线,我们是希望要求有60个在线服务。”\n 截至11月2日蔚来已建成158座换电站,75座超充站,并计划部署总计3万根目的地直流桩。秦力洪透露,明年蔚来将“非常激进”的建设换电站,计划新建300座换电站。\n 值得一提的是,11月5日晚,美股蔚来股票大涨12.3%,股价来到42.35美元,总市值571.26亿美元,折合人民币约3800亿,超过了通用汽车的532亿美元。\n(文章来源:华夏时报)\n\r\n (责任编辑:DF527)","news_type":1},"isVote":1,"tweetType":1,"viewCount":1655,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":958152001,"gmtCreate":1591196389403,"gmtModify":1704194807973,"author":{"id":"3506152005558125","authorId":"3506152005558125","name":"杰森张","avatar":"https://static.tigerbbs.com/ac0eae936bc3e49760f888edd7a33873","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3506152005558125","authorIdStr":"3506152005558125"},"themes":[],"title":"灰熊报告里公布的爬取数据技术解读","htmlText":"<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>灰熊公布的做空报告爬取的数据在Github上了,有兴趣可以去看看https://github.com/67647f8/gsx-fraud纯从技术上解读一下数据结构,和股价怎么关联请自行判断几点看法1、 $跟谁学(GSX)$ 的技术挺烂的。2、安全防护做的非常弱,明码裸奔,做空机构能轻易爬取这些数据,相信竞争对手也可以,甚至是不是黑客可以轻松盗取到用户数据,算是个定时炸弹。3、码农比较懒,如果已经996了,那就是能力问题,可以末位淘汰一下了。","listText":"<a 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src=\"http://k.sinaimg.cn/n/finance/transform/141/w550h1191/20200521/a48f-itvqccc0593244.png/w720fin.jpg\"/></div><p>公开信息显示,跟谁学的这位IR中文全名Qin xuan,本科毕业于北京大学,研究生毕业于美国纽约大学。其工作履历显示,2019年入职跟谁学至今。</p><p>5月21日,<a href=\"https://laohu8.com/S/SINA\">新浪</a>财经查询Sandy Qin的推特账号发现,提示“该账号的推文已被保护,只有经过确认的关注者才能查看Sandy Qin的推文和完整的个人资料”。</p><p>继4月14日指证在跟谁学虚夸高达70%的营收后,做空机构香橼4月30日晚继续发布做空报告,曝光跟谁学2019年伪造了40%的注册用户,且存在未披露的关联方。跟谁学于5月1日凌晨发表声明称,该份报告充满了不实指控,并对此表示谴责。但跟谁学并没有指出,报告中的哪些数据不实。</p><p>浑水5月18日再次发布做空报告称,跟谁学至少有80%的用户是<a href=\"https://laohu8.com/S/300024\">机器人</a>;怀疑跟谁学至少有80%的收入是造假的,甚至可能是90%以上。对于此次遭遇做空,跟谁学发布回应称:“我们很遗憾的发现,浑水的这份做空报告数据来源混乱,且充满了对公司业务的无知。我们对此表示谴责。 本公司郑重声明,公司坚持合法经营,并已真实、完整的披露财务数据。”</p><p>从今年2月份至今,跟谁学已经遭遇六轮做空。</p><p>跟谁学美股股价周三大跌9.74%,报30.58美元,市值距4月1日时的41亿美元已经下跌近25%。</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IR跟做空机构互撕 推特留言:等不及要打你脸</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; 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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IR跟做空机构互撕 推特留言:等不及要打你脸\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-05-21 08:28 北京时间 <a href=http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2020-05-21/doc-iirczymk2726461.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日,跟谁学投资者关系负责人Sandy Qin在推特上跟做空他们的香椽研究撕起来了。5月7日,跟谁学IR Sandy Qin在推特上发帖回应美国做空机构香橼研究(Citron Research),称,“你能快点吗?我们迫不及待要打你脸。”香橼研究回应称,“这是有史以来第一次,一家公司的IR威胁要‘抽我’。我们到美国证监会办公室去如何?IR是一家公司的代表,跟谁学真的是咄咄逼人、肆无忌惮。”公开信息...</p>\n\n<a href=\"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2020-05-21/doc-iirczymk2726461.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/9541b05e9244ea617365a138ff2ccc32","relate_stocks":{"VISL":"Vislink Technologies Inc."},"source_url":"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2020-05-21/doc-iirczymk2726461.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2037173487","content_text":"近日,跟谁学投资者关系负责人Sandy Qin在推特上跟做空他们的香椽研究撕起来了。5月7日,跟谁学IR Sandy Qin在推特上发帖回应美国做空机构香橼研究(Citron Research),称,“你能快点吗?我们迫不及待要打你脸。”香橼研究回应称,“这是有史以来第一次,一家公司的IR威胁要‘抽我’。我们到美国证监会办公室去如何?IR是一家公司的代表,跟谁学真的是咄咄逼人、肆无忌惮。”公开信息显示,跟谁学的这位IR中文全名Qin xuan,本科毕业于北京大学,研究生毕业于美国纽约大学。其工作履历显示,2019年入职跟谁学至今。5月21日,新浪财经查询Sandy Qin的推特账号发现,提示“该账号的推文已被保护,只有经过确认的关注者才能查看Sandy Qin的推文和完整的个人资料”。继4月14日指证在跟谁学虚夸高达70%的营收后,做空机构香橼4月30日晚继续发布做空报告,曝光跟谁学2019年伪造了40%的注册用户,且存在未披露的关联方。跟谁学于5月1日凌晨发表声明称,该份报告充满了不实指控,并对此表示谴责。但跟谁学并没有指出,报告中的哪些数据不实。浑水5月18日再次发布做空报告称,跟谁学至少有80%的用户是机器人;怀疑跟谁学至少有80%的收入是造假的,甚至可能是90%以上。对于此次遭遇做空,跟谁学发布回应称:“我们很遗憾的发现,浑水的这份做空报告数据来源混乱,且充满了对公司业务的无知。我们对此表示谴责。 本公司郑重声明,公司坚持合法经营,并已真实、完整的披露财务数据。”从今年2月份至今,跟谁学已经遭遇六轮做空。跟谁学美股股价周三大跌9.74%,报30.58美元,市值距4月1日时的41亿美元已经下跌近25%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":479,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3513498855058562","authorId":"3513498855058562","name":"入水而深","avatar":"https://static.tigerbbs.com/30b644c79526908bc0a40a5cd89a6a67","crmLevel":4,"crmLevelSwitch":0,"idStr":"3513498855058562","authorIdStr":"3513498855058562"},"content":"打脸,是不是老外没有理解这个中式英语 [笑哭]","text":"打脸,是不是老外没有理解这个中式英语 [笑哭]","html":"打脸,是不是老外没有理解这个中式英语 [笑哭]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":958998863,"gmtCreate":1591110729152,"gmtModify":1704194447188,"author":{"id":"3506152005558125","authorId":"3506152005558125","name":"杰森张","avatar":"https://static.tigerbbs.com/ac0eae936bc3e49760f888edd7a33873","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3506152005558125","authorIdStr":"3506152005558125"},"themes":[],"htmlText":"<a target=\"_blank\" 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