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投机大王美股流浪记
2023-03-13
$硅谷银行(SIVB)$
怎么还是停牌的
投机大王美股流浪记
2023-03-11
$硅谷银行(SIVB)$
买了这个股票,加了点杠杠,下周开盘了,估计直接穿仓了。怎么办,需要赔钱吗
投机大王美股流浪记
2022-08-21
$比特币基金(GBTC)$
溢价到百分之三十多了,灰度真黑,还是百分之二的管理费,转不了etf,负溢价还会更高
投机大王美股流浪记
2020-06-05
$LK 20200619 3.5 PUT(LK)$
怕毛线,花一千美元做空
投机大王美股流浪记
2021-04-12
$阿里巴巴(BABA)$
这个叫精准抄底吗。。。
投机大王美股流浪记
2020-04-28
$CCL 20200508 12.5 PUT(CCL)$
空了就涨。。。
投机大王美股流浪记
2023-03-11
$硅谷银行(SIVB)$
这个停牌公告都没一个,多久复牌呀
投机大王美股流浪记
2021-06-23
祝每日优鲜超越拼多多和美团!!!
投机大王美股流浪记
2021-01-27
$跟谁学(GSX)$
牛逼
投机大王美股流浪记
2021-01-13
$英特尔(INTC)$
哈哈哈
投机大王美股流浪记
2021-01-07
英特尔真的是众叛亲离
抱歉,原内容已删除
投机大王美股流浪记
2020-06-09
写的很好
抱歉,原内容已删除
去老虎APP查看更多动态
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08:51","market":"sh","language":"zh","title":"AMD任命CFO、CSO等新高管:前Intel大牛操刀图形架构研发","url":"https://stock-news.laohu8.com/highlight/detail?id=2101766674","media":"快科技","summary":"美东时间1月6日,AMD宣布了一批新的人事任命。此外,高级副总裁也有三项任命,分别是图形架构和Radeon技术集团IP事业部的Martin Ashton、技术和产品研发的Mark Fuselier以及企业院士、技术和产品架构的Sam Naffziger。官方简历显示Martin Ashton 2018年加入AMD,原来是Intel视觉和核心计算事业部的副总裁,今后他将和王启尚一道,负责AMD图形产品的研发工作。Mark Fuselier则负责芯片制造的管理和对接工作,从350nm到7nm,Fuselier一路走来经验丰富。","content":"<html><body><p>美东时间1月6日,<a href=\"https://laohu8.com/S/AMD\">AMD</a>宣布了一批新的人事任命。</p><p>执行副总裁层面,Darren Grasby兼任AMD全球销售官(CSO),他此前是AMD EMEA(欧洲、中东、非洲)区总裁,2007年加入AMD,有着非常深厚的销售经验,并且对Ryzen、EPYC、Radeon平台的全牛推广做出重要贡献。</p><p>Devinder Kumar升任AMD CFO(首席财务官),Kumar 1984年就加入AMD了,绝对算是集团老骨干。</p><p><img src=\"https://x0.ifengimg.com/ucms/2021_02/B2E06A5F1357FFE9116C1CB1DFB1C9AB0CA3CE14_size111_w600_h181.png\"/></p><p>此外,高级副总裁也有三项任命,<strong>分别是图形架构和Radeon技术集团IP事业部的Martin Ashton、技术和产品研发的Mark Fuselier以及企业院士、技术和产品架构的Sam Naffziger。</strong></p><p>官方简历显示Martin Ashton 2018年加入AMD,原来是Intel视觉和核心计算事业部的副总裁,今后他将和王启尚一道,负责AMD图形产品的研发工作。</p><p>Mark Fuselier则负责芯片制造的管理和对接工作,从350nm到7nm,Fuselier一路走来经验丰富。</p><p><img src=\"https://x0.ifengimg.com/ucms/2021_02/D31C8857E3C77AD478CFF140351BF977D9AC59C2_size90_w600_h130.png\"/></p></body></html>","source":"fenghuang_stock","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>AMD任命CFO、CSO等新高管:前Intel大牛操刀图形架构研发</title>\n<style 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}\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\">\nAMD任命CFO、CSO等新高管:前Intel大牛操刀图形架构研发\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-01-07 08:51 北京时间 <a href=https://tech.ifeng.com/c/82ocHa4vFr0><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美东时间1月6日,AMD宣布了一批新的人事任命。执行副总裁层面,Darren Grasby兼任AMD全球销售官(CSO),他此前是AMD EMEA(欧洲、中东、非洲)区总裁,2007年加入AMD,有着非常深厚的销售经验,并且对Ryzen、EPYC、Radeon平台的全牛推广做出重要贡献。Devinder Kumar升任AMD CFO(首席财务官),Kumar 1984年就加入AMD了,绝对算是集团...</p>\n\n<a href=\"https://tech.ifeng.com/c/82ocHa4vFr0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://d.ifengimg.com/w144_h80_q90/x0.ifengimg.com/ucms/2021_02/067AC0E97120008B7486FDF12D166DFCDB1B4FC7_size22_w640_h362.jpg","relate_stocks":{"09086":"华夏纳指-U","AMD":"美国超微公司","INTC":"英特尔","03086":"华夏纳指"},"source_url":"https://tech.ifeng.com/c/82ocHa4vFr0","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2101766674","content_text":"美东时间1月6日,AMD宣布了一批新的人事任命。执行副总裁层面,Darren Grasby兼任AMD全球销售官(CSO),他此前是AMD EMEA(欧洲、中东、非洲)区总裁,2007年加入AMD,有着非常深厚的销售经验,并且对Ryzen、EPYC、Radeon平台的全牛推广做出重要贡献。Devinder Kumar升任AMD CFO(首席财务官),Kumar 1984年就加入AMD了,绝对算是集团老骨干。此外,高级副总裁也有三项任命,分别是图形架构和Radeon技术集团IP事业部的Martin Ashton、技术和产品研发的Mark Fuselier以及企业院士、技术和产品架构的Sam Naffziger。官方简历显示Martin Ashton 2018年加入AMD,原来是Intel视觉和核心计算事业部的副总裁,今后他将和王启尚一道,负责AMD图形产品的研发工作。Mark Fuselier则负责芯片制造的管理和对接工作,从350nm到7nm,Fuselier一路走来经验丰富。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":956286586,"gmtCreate":1591706828745,"gmtModify":1704196534337,"author":{"id":"3516269692654099","authorId":"3516269692654099","name":"投机大王美股流浪记","avatar":"https://static.tigerbbs.com/99f1dc43a739b572cf92750bfb56d406","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3516269692654099","authorIdStr":"3516269692654099"},"themes":[],"htmlText":"写的很好","listText":"写的很好","text":"写的很好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/956286586","repostId":"1115936535","repostType":2,"repost":{"id":"1115936535","kind":"news","pubTimestamp":1591667378,"share":"https://www.laohu8.com/m/news/1115936535?lang=&edition=full","pubTime":"2020-06-09 09:49","market":"us","language":"zh","title":"瑞幸气炸华尔街:诡异的“梁女士”,捡漏的买家","url":"https://stock-news.laohu8.com/highlight/detail?id=1115936535","media":"启阳路4号","summary":"原标题:瑞幸大结局:诡异的“梁女士”,“捡漏”的买家,气炸的华尔街\n“一旦有适当的利润,资本家就大胆起来……有百分之二十的利润,他就活跃起来;有百分之五十的利润,他就铤而走险;为了百分之一百的利润,他","content":"<p>原标题:瑞幸大结局:诡异的“梁女士”,“捡漏”的买家,气炸的华尔街</p>\n<p>“一旦有适当的利润,资本家就大胆起来……有百分之二十的利润,他就活跃起来;有百分之五十的利润,他就铤而走险;为了百分之一百的利润,他就敢践踏一切人间法律;有百分之三百的利润,他就敢犯任何罪行,甚至冒绞死的危险。”一百多年前,马克思在《资本论》中写到。</p>\n<p>一个世纪之后,如此描述套用在瑞幸身上,分毫不差。</p>\n<p><b>北京时间6月8日晚,瑞幸咖啡一日之内连续两次熔断。</b>21点35分,瑞幸咖啡跌幅扩大逾18%,向下触发熔断;21点47分瑞幸咖啡跌超19%,第二次触发熔断,日内一度跌超30%。</p>\n<p>此时距离瑞幸自曝造假刚刚过去两个月。4月2日,瑞幸咖啡在递交给美国证券交易委员会的一份文件上写到,公司COO刘剑及其部分下属员工从2019年二季度起从事某些不当行为,伪造交易相关的销售额约为22亿元。</p>\n<p>消息一出,举座皆惊。<b>22亿元是什么概念?瑞幸咖啡2019年前三季度的主营业务收入总共为29.29亿元,也就是说前三季度中有四分之三的收入都是伪造的。</b>随后股价跳水、甩锅高管、勒令退市、中美调查,如同一出精彩的“商战大戏”。</p>\n<p>日前,据财新报道,国家市场监管总局和财政部先后对瑞幸进行了调查,已经掌握作假的诸多证据,有关部门已掌握了瑞幸董事长陆正耀对于公司财务造假的指令性的电子邮件,陆正耀将被公诉,极有可能面临刑事追责。此前中国证监会也派驻调查组进驻瑞幸咖啡,并在官网上发布公告“对该公司财务造假行为表示强烈的谴责。”</p>\n<p>一位曾供职于某监管部门的相关人士对凤凰网财经点评,<b>“多家部委连续入驻调查,极为罕见,规格极高。”</b>他分析称,一般情况上市公司违规都是证监会牵头调查,如果涉及到企业偷税漏税,会由国税总局调查。<b>而这次财政部、监管总局、证监会多个部门的介入说明瑞幸造假在国际上造成了极其恶劣的影响,需要“杀一儆百”。</b></p>\n<p>在采访中,律师将瑞幸案件称为史无前例。</p>\n<p>北京郝俊波律师事务所主任郝俊波对凤凰网财经表示,<b>境外上市公司造假,在境内对实控人追责,“此前并没有先例,因为新证券法的长臂管辖权最近才开始生效。”</b></p>\n<p>他分析,瑞幸实控人陆正耀或将面临中美两国的重罚。根据中国刑法规定,上市公司财务造假提供虚假情报,情节严重的对直接责任人处三年以下有期徒刑,处以两万以上二十万以下罚金。“陆正耀如果参与作假,应当承担上述法律责任。”另外瑞幸在美国上市,亦受美国法律管辖。根据美国塞班斯法案,上市公司存在财务造假这种重大违法行为,相关高管最高刑期可达25年及500万美元罚款。</p>\n<p>瑞幸何以至此?瑞幸造假是否是来自公司董事长、实控人陆正耀的“最高指令”?未来将何去何从,有潜在买家吗?财务数据造假让瑞幸过往漂亮的年报不再具有任何公信力,凤凰网财经与监管机构业内人士、律师、财务专家深谈,并查阅了多个海外媒体和机构对瑞幸的分析,试图发现瑞幸“连续剧”中一些鲜为人知的细节。</p>\n<p><span><b>01诡异的“工具人”</b></span></p>\n<p>作为一家在纳斯达克的上市公司,瑞幸的很多造假行为被外媒首先披露。华尔街日报在《瑞幸坍塌的背后》一文中揭秘了一个不存在的“工具人”—Lynn Liang(音译为“梁女士”)。</p>\n<p><b>华尔街日报写到,瑞幸内部很多交易都通过“梁女士”转手,但公司内部人士透露“梁女士”并不存在。</b></p>\n<p>“内部资料显示,高达1.4亿美金的原材料交易(包括果汁、运输、人工成本)都是梁女士处理的,但熟悉瑞幸内情的人士说梁女士是虚构的。”外媒称,<b>“中国监管机构在调查瑞幸系统时发现,这笔转给供应商的大额交易非常可疑,高达1.4亿美元。这笔交易是‘梁女士’经手处理的。”</b></p>\n<p>处理核心交易的“梁女士”为何查无此人?是一个匿名账户?还是专门用来处理见不得光的关联交易的“工具人”?不管是哪种情况,都透露着不同寻常、非常诡异的味道。</p>\n<p><b>报道中有一个细节值得注意,这笔可疑交易最终是由时任CEO钱亚冶批准的。</b>她曾被称为“中国咖啡女王”,在瑞幸暴雷前,她在2020年3月份身价高达120亿人民币,曾供职于神州专车,是陆正耀的左膀右臂。5月12日,瑞幸咖啡发布公告,宣布公司创始人兼CEO钱治亚被董事会终止职务。</p>\n<p><b>另一个细节是“这笔(可疑)交易绕过了瑞幸的CFO(首席财务官)Reinout Schakel,他当时并不负责瑞幸的财务部门。”</b>简而言之,瑞幸的财务负责人是一个不管财务的外国人。</p>\n<p>瑞幸暴雷前的最后一份完整财务报告发布于2020年1月10日,是为了增发1200万股美国存托凭证(ADS)并发行可转债而发布招股说明书。</p>\n<p><img src=\"https://static.tigerbbs.com/3153a45c37a2e337a41c1c448614d5b6\" tg-width=\"1080\" tg-height=\"59\"></p>\n<p><span>图注:首席财务官(CFO)Reinout Schakel履历截图(来源:招股书)</span></p>\n<p>这份招股书中对高管成员进行了简要介绍。首席财务官(CFO)Reinout Schakel自2019年1月起担任瑞幸咖啡的首席财务官和首席战略官。他于2016年至2018年在渣打银行公司和机构银行部门担任执行董事。2008年至2016年,他先后担任瑞士信贷投资银行部门的分析师、助理和副总裁。</p>\n<p>一位供职于某大型国企的财务总监告诉凤凰网财经,<b>“这类从投行直接挖过来的高管,很多就是为了IPO而来,把公司做上市后套现离场。”</b>他解释,这外籍CFO曾经在瑞士信贷工作8年多,而瑞士信贷也是瑞幸咖啡IPO的主承销商之一,其中关系匪浅。2019年1月入职,2019年5月瑞幸咖啡顺利登陆纳斯达克。</p>\n<p><img src=\"https://static.tigerbbs.com/566c27054ed0bd426e0fb7da74a3687a\" tg-width=\"1080\" tg-height=\"191\"></p>\n<p><span>图注:高管持股披露中,外籍CFO没有持有A类或B类普通股</span></p>\n<p>从股权架构中也可以看出,外籍财务高管几乎不持有股份,有几个高管通过“高管薪酬激励计划”持有一些股份。<b>不管日常财务部运营,不持有股份,与承销商投行关系匪浅,完美符合“干一票就走人”的“工具人”特点。</b></p>\n<p>“财务部是知道公司最多秘密的人,老板不可能把财务部交给一个不知根知底的人手上,一般财务负责人都是老板的心腹。”上述人士解释,外籍高管应该主要负责投资者关系,和投行、监管机构对接,日常财务运营、关联交易往来做账一定会牢牢把握在“自己人”手里。</p>\n<p>结合上下文,这个“自己人”或许就是一路追随陆正耀,从神州租车到瑞幸咖啡的钱亚冶。</p>\n<p>“人们当时称钱治亚为‘表姐’,因为她非常擅长财务报表相关的工作,但钱治亚私下总说陆正耀是‘表叔’。当时觉得陆正耀对很多数据张嘴就能说出来是对公司业务熟悉,现在瑞幸造假的事出来后,回头再看就发现有点别的意味了。”PingWest(品玩)在报道中提到。</p>\n<p>对于不存在的“工具人”—梁女士,上述业内人士分析:“<b>可能是OA(网上办公)系统上一个虚拟账号,一些敏感的交易通过该账号操作。</b>”该财务专家表示对于瑞幸内部情况并不清楚,只能根据财务部门通行惯例进行解释。</p>\n<p>从不存在的“梁女士”,到IPO前突然入局的外籍高管,他们都是被陆正耀操控的“工具人”。</p>\n<p><span><b>02暴怒的华尔街:反目成仇</b></span></p>\n<p>“整日玩鹰的,却被鹰啄了眼。”这句话说的就是曾经对瑞幸颇为追捧的华尔街投行。</p>\n<p>在瑞幸暴雷的三个月前,今年1月瑞幸咖啡刚刚赶在疫情前刚刚完成了一轮增发,承销的投行包括瑞士信贷、摩根史丹利、中金香港、海通国际。其中瑞士信贷一家就包销了828万股ADS(存托凭证)。</p>\n<p><img src=\"https://static.tigerbbs.com/bc3897adc683685b6af8ad85265146b5\" tg-width=\"1080\" tg-height=\"191\"></p>\n<p><span>图注:瑞幸承销商一览,其中瑞士信贷报销了828万股存托凭证</span></p>\n<p>从2019年5月IPO到2020年1月的定增发债,华尔街对瑞幸一直颇为青睐。飞速增长的业绩,科技理念的融入,“中国版星巴克”的噱头,这个漂亮的故事让投资人流连忘返。</p>\n<p>然而,在瑞幸曝出造假之后,瑞幸与华尔街从最亲密的伙伴,变成要对簿公堂的敌人。</p>\n<p>在瑞幸自曝造假的4天之后,华尔街日报发文称<b>“一些贷款给瑞幸董事长公司的银行或面临高达1亿美元的损失。”</b></p>\n<p>高盛称陆正耀名下的公司在一笔5.18亿美元的贷款上违约,银团正在抛售质押股份以弥补损失,高盛是联合银团的委托处理人。</p>\n<p>瑞幸与华尔街反目成仇的故事,还要从陆正耀的家族信托基金说起。</p>\n<p>近年来,国内顶级富豪都学习西方“老钱”建立家族信托基金(Family Trust),一方面通过错综复杂的股权架构将基金设置在“避税天堂”英属维京群岛或者开曼群岛,另一方面有利于家族基业传承,通过委托代管防止子孙后代“坐吃山空”。</p>\n<p><img src=\"https://static.tigerbbs.com/aba2ff638dd83deead5e98b60221b69b\" tg-width=\"1080\" tg-height=\"527\"></p>\n<p><span>图注:第一大股东为“陆家(Lu's Family)”(来源:招股书)</span></p>\n<p>陆正耀也不例外。<b>在1月更新的招股说明书中,瑞幸的第一大股东是“Lu’s Family (陆家)”,陆家一共持有4.85亿B类股,拥有36.82%的表决权(voting rights)。</b></p>\n<p>表中也可以明显看出来,瑞幸咖啡也采用了“同股不同权”的架构,帮大股东牢牢把握住公司的控制权。从投票机制上来说,A类普通股是一股等于一票,B类普通股是一股等于十票,B类股随时可以转化为A类,但A类不能转为B类。</p>\n<p>招股说明书中写到,<b>陆家主要通过家族信托基金旗下的两家投资公司间接持有股份。</b>其中好得投资(Haode Investment)持有2.97亿B类普通股,注册地在英属维京群岛,好得投资旗下的另一家投资公司博智投资持有1.88亿B类普通股,注册地在开曼群岛。两家投资公司的最终控制人都是陆正耀的家族信托基金,陆正耀的妻子Guo Lichun是该信托基金的财产授予者(settlor),郭女士及其家人是基金的受益人。</p>\n<p><img src=\"https://static.tigerbbs.com/719ffb4b3838fe7f9c691eaab560df94\" tg-width=\"1080\" tg-height=\"89\"></p>\n<p><span>图注:招股书中对股权质押的说明</span></p>\n<p>招股书在备注中写到:“好得投资有限公司持有的8921万B类普通股和博智投资基金有限责任公司持有的5625万B类普通股已被抵押给承销商以担保借款。”<b>简单来说,就是大股东陆家将30%的股份(合计1.45亿B类普通股)做了股权质押,抵押给承销商来贷款。</b></p>\n<p>在资本市场中,股权质押是非常常见的操作。如果一切正常,就是一场银行和上市公司的双赢。如果上市公司暴雷,银行也不能独善其身。</p>\n<p>瑞幸IPO的主承销商瑞士信贷、摩根士丹利都是华尔街巨头,也有充分风险的意识。<b>2019年年底,瑞幸咖啡的股价高达39美元/股,5.18亿美元贷款背后的担保证券作价高达30亿美金。精明的华尔街巨头算了一笔账,哪怕股价跌去八成,抵押证券依然能覆盖贷款。</b></p>\n<p>5.18亿美元是找哪些银行借的?外媒援引知情人士消息,瑞幸此前进行了三轮融资,海通出借了1.4亿美元,摩根士丹利和瑞信分别出借了约1亿美元,巴克莱、高盛和中金公司也出借了部分资金。</p>\n<p>人算不如天算,暴雷后瑞幸咖啡连续在2至4美元的低位徘徊。从1月17日51.38美元的最高点,跳水到5月22日1.33美元的最低点,瑞幸的股价跌到只剩下零头。</p>\n<p><b>暴跌之下,为了止损,高盛开始强制抛售,对质押的瑞幸股票强制平仓。</b>强制平仓犹如倒下的第一张“多米诺骨牌”,股价进一步跳水,引发更多贷款违约。<b>外媒称巴克莱和高盛的风险敞口都高达7000万美元。</b></p>\n<p>瑞幸的主承销商—瑞士信贷直接打起了官司。</p>\n<p>4月2日事发后,4月3日瑞士信贷代表其香港分行、高盛、巴克莱、中金香港、海通国际和摩根士丹利向瑞幸发出强制性提前还款的通知。</p>\n<p>危在旦夕的瑞幸自然不会还钱,陆正耀旗下的好得投资向法院起诉瑞士信贷,申请禁制令,禁止瑞士信贷在香港以外的任何司法管辖区启动法律程序。</p>\n<p>瑞士信贷也不甘示弱。5月22日,瑞信申请法院命令向瑞幸咖啡创始人陆正耀家族信托委派清算人。一旦代表瑞信利益的清算人入场,意味着陆正耀家族信托中持有的各项资产将优先偿还债权人。</p>\n<p>从共同赚钱的伙伴,到互相攻击的敌人,瑞幸与华尔街投行的战争还远未结束。看走眼的投行损失上亿美元,将采取各种手段弥补损失。</p>\n<p><b>03</b><span><b>大结局:收购or捡漏?</b></span></p>\n<p>从4月到如今,瑞幸的崩塌犹如一出精彩的“商战剧”,股价暴跌、高管下课、两国调查。这部“商战大戏”是否走向尾声?最后的结局会是破产还是被收购?</p>\n<p>一位曾处理过多起兼并购的业内人士私下表示:“<b>瑞幸现在思路是对的,不管资本市场怎么乱,总部怎么查,日常经营一定要维持正常,这样才可能被收购。”</b></p>\n<p>他认为,瑞幸很大可能是被收购,具体怎么收购方式还要谈,只收购门店也是一种办法。“公正的说,瑞幸铺店面还是很快的,这在一些企业看来会是非常优良的资产。瑞幸现在被国内外债权人逼着,要贱卖资产,也是捡漏的好时候。”</p>\n<p>由于瑞幸财务数据造假,财报中的销售金额、用户人数都有大量水分,不可相信。<b>唯独有一个数据可信度较高—店铺数量。</b>原因很简单,销售金额和用户人数都可以通过关联交易造假,店铺是看得见摸得着的实物资产,在地图上可以轻易搜索到,难以虚增伪造。</p>\n<p><img src=\"https://static.tigerbbs.com/4fe3918a8ad73809d4edfff1e1c26325\" tg-width=\"1080\" tg-height=\"127\"></p>\n<p><span>图注:瑞幸门店数量一览</span></p>\n<p>据招股说明书,截止2019年9月30日,瑞幸拥有3680家门店,其中3433家为取货店(只提供外卖或上门取货),138家为休闲店(店面较大)和109家外卖厨房。截止2019年12月31日,瑞幸在中国拥有4507自营门店,“按门店数量计算,我们是中国最大的咖啡销售网络。”</p>\n<p><img src=\"https://static.tigerbbs.com/871217227d73d2e5182071dd7e7ecdfb\" tg-width=\"1080\" tg-height=\"515\"></p>\n<p>需要注意的是,瑞幸是典型的轻资产运营,门店并非自有,黄金地段的门店也需要支付高昂租金。随着门店数量增长,门店租金和营运开支也从2.92亿元(2018年前三季度)涨到11.3亿元(2019年)。</p>\n<p>这些门店对谁最有价值?<b>此前路透社在一则报道中透露,瑞幸有三个潜在买家,百胜中国、Tim Hortons、喜茶都有兴趣。</b></p>\n<p>百胜中国是中国餐饮行业的霸主,在中国运营多个餐饮品牌:肯德基、必胜客、东方既白、小肥羊等。其中,肯德基贡献了70%的营收。餐饮市场竞争激烈,百胜也将目光投向了咖啡市场。2018年百胜中国推出独立咖啡品牌COFFii& JOY,截至今年3月30日,COFFii &JOY在华东地区及北上广深一线城市开设了18家店。今年1月,媒体报道百胜中国正考虑于今年内赴港上市。一个两年只开了18家门店的独立咖啡品牌,是否能吃下瑞幸的四千多家门店?独立咖啡品牌与商业咖啡品牌是否会产生品牌概念上的矛盾?这些问题令人存疑。</p>\n<p>Tim Hortons咖啡虽然在全球名气远不如星巴克,但在加拿大也算“国民品牌”。隶属于餐饮品牌国际有限公司(Restaurant Brands International Inc),旗下还有中国人熟悉的汉堡王等餐饮连锁品牌。2019年Tim Hortons首次进入中国市场,彬在上海开了第一家门店。此次进驻中国获得了腾讯的巨额投资。Tims咖啡中国区CEO卢永臣在接受媒体采访时表示,腾讯的投资达到数亿元规模。</p>\n<p>相比去年才落地上海的加拿大咖啡品牌,喜茶是中国本土成长起来的“网红”品牌。消费者排队甚至代购喜茶,资本市场也对网红奶茶非常青睐。</p>\n<p>今年三月底刚刚复工时,就传出消息—喜茶完成新一轮融资。据36氪报道,此轮融资由高瓴资本和Coatue蔻图资本联合领投,投后估值或将超过160亿元。而上一轮融资发生在去年7月,当时的估值为90亿元。</p>\n<p><b>短短大半年,喜茶的估值几乎翻了一倍。资本的竞相涌入,也暗示着喜茶将在不远的将来上市。</b></p>\n<p>走上了IPO的“快车道”,喜茶也加快了新门店的开张数量。根据公开数据统计,截至2019年12月31日,喜茶在43个城市开出390家门店,新增门店门店数量为220家,其中主力店157家、Go店63家,门店数量是2018年的一倍多。</p>\n<p><img src=\"https://static.tigerbbs.com/12b3e5983cb82fdd5801d24e7aaf2dc7\" tg-width=\"1080\" tg-height=\"1182\"></p>\n<p><span>图注:奶茶品牌门店数量对比(来源:DT财经)</span></p>\n<p>虽然增长迅猛,然而相比其他奶茶品牌,喜茶的门店数量并没有优势。据DT财经,截止2020年4月12日,蜜雪冰城在全国有5271家门店,Coco都可有3723家门店。如果想要快速增加门店数量,收购部分瑞幸咖啡的门店或许是一条“捷径”。</p>\n<p>每一个硬币都有两面。收购瑞幸优良资产,能加速企业发展。<b>但瑞幸在国际上已经“臭名昭著”,被狠狠坑了一把的华尔街投行是否会“谈瑞幸色变”?对收购瑞幸(整体或部分)的公司“戴上有色眼镜”差别对待?海外投资者会不会“一朝被蛇咬,十年怕井绳”?</b>这些都是潜在买家需要深思的问题。</p>\n<p>桃花扇中唱到:“眼看他起朱楼,眼看他宴宾客,眼看他楼塌了。”</p>\n<p>从2018年初成立,到2019年上市,再到2020年崩塌,瑞幸用三年时间走完了一个企业的一生。</p>\n<p>出生时含着金钥匙,满腔抱负;上市时被追捧为“中国的星巴克”,和国际品牌打擂台,志得意满;暴雷后被华尔街、监管机构一一追责,未来会否被收购,前途迷茫。瑞幸咖啡给所有中国公司上了一课,只有踏实诚信经营,才能走的更远。</p>\n<p>欲速则不达,见小利则大事不成。</p>","source":"lsy1570849231441","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>瑞幸气炸华尔街:诡异的“梁女士”,捡漏的买家</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瑞幸气炸华尔街:诡异的“梁女士”,捡漏的买家\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-06-09 09:49 北京时间 <a href=https://www.gelonghui.com/p/380076><strong>启阳路4号</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题:瑞幸大结局:诡异的“梁女士”,“捡漏”的买家,气炸的华尔街\n“一旦有适当的利润,资本家就大胆起来……有百分之二十的利润,他就活跃起来;有百分之五十的利润,他就铤而走险;为了百分之一百的利润,他就敢践踏一切人间法律;有百分之三百的利润,他就敢犯任何罪行,甚至冒绞死的危险。”一百多年前,马克思在《资本论》中写到。\n一个世纪之后,如此描述套用在瑞幸身上,分毫不差。\n北京时间6月8日晚,瑞幸咖啡...</p>\n\n<a href=\"https://www.gelonghui.com/p/380076\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/65c6455ef80d23573ed85d61bbc37d01","relate_stocks":{},"source_url":"https://www.gelonghui.com/p/380076","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115936535","content_text":"原标题:瑞幸大结局:诡异的“梁女士”,“捡漏”的买家,气炸的华尔街\n“一旦有适当的利润,资本家就大胆起来……有百分之二十的利润,他就活跃起来;有百分之五十的利润,他就铤而走险;为了百分之一百的利润,他就敢践踏一切人间法律;有百分之三百的利润,他就敢犯任何罪行,甚至冒绞死的危险。”一百多年前,马克思在《资本论》中写到。\n一个世纪之后,如此描述套用在瑞幸身上,分毫不差。\n北京时间6月8日晚,瑞幸咖啡一日之内连续两次熔断。21点35分,瑞幸咖啡跌幅扩大逾18%,向下触发熔断;21点47分瑞幸咖啡跌超19%,第二次触发熔断,日内一度跌超30%。\n此时距离瑞幸自曝造假刚刚过去两个月。4月2日,瑞幸咖啡在递交给美国证券交易委员会的一份文件上写到,公司COO刘剑及其部分下属员工从2019年二季度起从事某些不当行为,伪造交易相关的销售额约为22亿元。\n消息一出,举座皆惊。22亿元是什么概念?瑞幸咖啡2019年前三季度的主营业务收入总共为29.29亿元,也就是说前三季度中有四分之三的收入都是伪造的。随后股价跳水、甩锅高管、勒令退市、中美调查,如同一出精彩的“商战大戏”。\n日前,据财新报道,国家市场监管总局和财政部先后对瑞幸进行了调查,已经掌握作假的诸多证据,有关部门已掌握了瑞幸董事长陆正耀对于公司财务造假的指令性的电子邮件,陆正耀将被公诉,极有可能面临刑事追责。此前中国证监会也派驻调查组进驻瑞幸咖啡,并在官网上发布公告“对该公司财务造假行为表示强烈的谴责。”\n一位曾供职于某监管部门的相关人士对凤凰网财经点评,“多家部委连续入驻调查,极为罕见,规格极高。”他分析称,一般情况上市公司违规都是证监会牵头调查,如果涉及到企业偷税漏税,会由国税总局调查。而这次财政部、监管总局、证监会多个部门的介入说明瑞幸造假在国际上造成了极其恶劣的影响,需要“杀一儆百”。\n在采访中,律师将瑞幸案件称为史无前例。\n北京郝俊波律师事务所主任郝俊波对凤凰网财经表示,境外上市公司造假,在境内对实控人追责,“此前并没有先例,因为新证券法的长臂管辖权最近才开始生效。”\n他分析,瑞幸实控人陆正耀或将面临中美两国的重罚。根据中国刑法规定,上市公司财务造假提供虚假情报,情节严重的对直接责任人处三年以下有期徒刑,处以两万以上二十万以下罚金。“陆正耀如果参与作假,应当承担上述法律责任。”另外瑞幸在美国上市,亦受美国法律管辖。根据美国塞班斯法案,上市公司存在财务造假这种重大违法行为,相关高管最高刑期可达25年及500万美元罚款。\n瑞幸何以至此?瑞幸造假是否是来自公司董事长、实控人陆正耀的“最高指令”?未来将何去何从,有潜在买家吗?财务数据造假让瑞幸过往漂亮的年报不再具有任何公信力,凤凰网财经与监管机构业内人士、律师、财务专家深谈,并查阅了多个海外媒体和机构对瑞幸的分析,试图发现瑞幸“连续剧”中一些鲜为人知的细节。\n01诡异的“工具人”\n作为一家在纳斯达克的上市公司,瑞幸的很多造假行为被外媒首先披露。华尔街日报在《瑞幸坍塌的背后》一文中揭秘了一个不存在的“工具人”—Lynn Liang(音译为“梁女士”)。\n华尔街日报写到,瑞幸内部很多交易都通过“梁女士”转手,但公司内部人士透露“梁女士”并不存在。\n“内部资料显示,高达1.4亿美金的原材料交易(包括果汁、运输、人工成本)都是梁女士处理的,但熟悉瑞幸内情的人士说梁女士是虚构的。”外媒称,“中国监管机构在调查瑞幸系统时发现,这笔转给供应商的大额交易非常可疑,高达1.4亿美元。这笔交易是‘梁女士’经手处理的。”\n处理核心交易的“梁女士”为何查无此人?是一个匿名账户?还是专门用来处理见不得光的关联交易的“工具人”?不管是哪种情况,都透露着不同寻常、非常诡异的味道。\n报道中有一个细节值得注意,这笔可疑交易最终是由时任CEO钱亚冶批准的。她曾被称为“中国咖啡女王”,在瑞幸暴雷前,她在2020年3月份身价高达120亿人民币,曾供职于神州专车,是陆正耀的左膀右臂。5月12日,瑞幸咖啡发布公告,宣布公司创始人兼CEO钱治亚被董事会终止职务。\n另一个细节是“这笔(可疑)交易绕过了瑞幸的CFO(首席财务官)Reinout Schakel,他当时并不负责瑞幸的财务部门。”简而言之,瑞幸的财务负责人是一个不管财务的外国人。\n瑞幸暴雷前的最后一份完整财务报告发布于2020年1月10日,是为了增发1200万股美国存托凭证(ADS)并发行可转债而发布招股说明书。\n\n图注:首席财务官(CFO)Reinout Schakel履历截图(来源:招股书)\n这份招股书中对高管成员进行了简要介绍。首席财务官(CFO)Reinout Schakel自2019年1月起担任瑞幸咖啡的首席财务官和首席战略官。他于2016年至2018年在渣打银行公司和机构银行部门担任执行董事。2008年至2016年,他先后担任瑞士信贷投资银行部门的分析师、助理和副总裁。\n一位供职于某大型国企的财务总监告诉凤凰网财经,“这类从投行直接挖过来的高管,很多就是为了IPO而来,把公司做上市后套现离场。”他解释,这外籍CFO曾经在瑞士信贷工作8年多,而瑞士信贷也是瑞幸咖啡IPO的主承销商之一,其中关系匪浅。2019年1月入职,2019年5月瑞幸咖啡顺利登陆纳斯达克。\n\n图注:高管持股披露中,外籍CFO没有持有A类或B类普通股\n从股权架构中也可以看出,外籍财务高管几乎不持有股份,有几个高管通过“高管薪酬激励计划”持有一些股份。不管日常财务部运营,不持有股份,与承销商投行关系匪浅,完美符合“干一票就走人”的“工具人”特点。\n“财务部是知道公司最多秘密的人,老板不可能把财务部交给一个不知根知底的人手上,一般财务负责人都是老板的心腹。”上述人士解释,外籍高管应该主要负责投资者关系,和投行、监管机构对接,日常财务运营、关联交易往来做账一定会牢牢把握在“自己人”手里。\n结合上下文,这个“自己人”或许就是一路追随陆正耀,从神州租车到瑞幸咖啡的钱亚冶。\n“人们当时称钱治亚为‘表姐’,因为她非常擅长财务报表相关的工作,但钱治亚私下总说陆正耀是‘表叔’。当时觉得陆正耀对很多数据张嘴就能说出来是对公司业务熟悉,现在瑞幸造假的事出来后,回头再看就发现有点别的意味了。”PingWest(品玩)在报道中提到。\n对于不存在的“工具人”—梁女士,上述业内人士分析:“可能是OA(网上办公)系统上一个虚拟账号,一些敏感的交易通过该账号操作。”该财务专家表示对于瑞幸内部情况并不清楚,只能根据财务部门通行惯例进行解释。\n从不存在的“梁女士”,到IPO前突然入局的外籍高管,他们都是被陆正耀操控的“工具人”。\n02暴怒的华尔街:反目成仇\n“整日玩鹰的,却被鹰啄了眼。”这句话说的就是曾经对瑞幸颇为追捧的华尔街投行。\n在瑞幸暴雷的三个月前,今年1月瑞幸咖啡刚刚赶在疫情前刚刚完成了一轮增发,承销的投行包括瑞士信贷、摩根史丹利、中金香港、海通国际。其中瑞士信贷一家就包销了828万股ADS(存托凭证)。\n\n图注:瑞幸承销商一览,其中瑞士信贷报销了828万股存托凭证\n从2019年5月IPO到2020年1月的定增发债,华尔街对瑞幸一直颇为青睐。飞速增长的业绩,科技理念的融入,“中国版星巴克”的噱头,这个漂亮的故事让投资人流连忘返。\n然而,在瑞幸曝出造假之后,瑞幸与华尔街从最亲密的伙伴,变成要对簿公堂的敌人。\n在瑞幸自曝造假的4天之后,华尔街日报发文称“一些贷款给瑞幸董事长公司的银行或面临高达1亿美元的损失。”\n高盛称陆正耀名下的公司在一笔5.18亿美元的贷款上违约,银团正在抛售质押股份以弥补损失,高盛是联合银团的委托处理人。\n瑞幸与华尔街反目成仇的故事,还要从陆正耀的家族信托基金说起。\n近年来,国内顶级富豪都学习西方“老钱”建立家族信托基金(Family Trust),一方面通过错综复杂的股权架构将基金设置在“避税天堂”英属维京群岛或者开曼群岛,另一方面有利于家族基业传承,通过委托代管防止子孙后代“坐吃山空”。\n\n图注:第一大股东为“陆家(Lu's Family)”(来源:招股书)\n陆正耀也不例外。在1月更新的招股说明书中,瑞幸的第一大股东是“Lu’s Family (陆家)”,陆家一共持有4.85亿B类股,拥有36.82%的表决权(voting rights)。\n表中也可以明显看出来,瑞幸咖啡也采用了“同股不同权”的架构,帮大股东牢牢把握住公司的控制权。从投票机制上来说,A类普通股是一股等于一票,B类普通股是一股等于十票,B类股随时可以转化为A类,但A类不能转为B类。\n招股说明书中写到,陆家主要通过家族信托基金旗下的两家投资公司间接持有股份。其中好得投资(Haode Investment)持有2.97亿B类普通股,注册地在英属维京群岛,好得投资旗下的另一家投资公司博智投资持有1.88亿B类普通股,注册地在开曼群岛。两家投资公司的最终控制人都是陆正耀的家族信托基金,陆正耀的妻子Guo Lichun是该信托基金的财产授予者(settlor),郭女士及其家人是基金的受益人。\n\n图注:招股书中对股权质押的说明\n招股书在备注中写到:“好得投资有限公司持有的8921万B类普通股和博智投资基金有限责任公司持有的5625万B类普通股已被抵押给承销商以担保借款。”简单来说,就是大股东陆家将30%的股份(合计1.45亿B类普通股)做了股权质押,抵押给承销商来贷款。\n在资本市场中,股权质押是非常常见的操作。如果一切正常,就是一场银行和上市公司的双赢。如果上市公司暴雷,银行也不能独善其身。\n瑞幸IPO的主承销商瑞士信贷、摩根士丹利都是华尔街巨头,也有充分风险的意识。2019年年底,瑞幸咖啡的股价高达39美元/股,5.18亿美元贷款背后的担保证券作价高达30亿美金。精明的华尔街巨头算了一笔账,哪怕股价跌去八成,抵押证券依然能覆盖贷款。\n5.18亿美元是找哪些银行借的?外媒援引知情人士消息,瑞幸此前进行了三轮融资,海通出借了1.4亿美元,摩根士丹利和瑞信分别出借了约1亿美元,巴克莱、高盛和中金公司也出借了部分资金。\n人算不如天算,暴雷后瑞幸咖啡连续在2至4美元的低位徘徊。从1月17日51.38美元的最高点,跳水到5月22日1.33美元的最低点,瑞幸的股价跌到只剩下零头。\n暴跌之下,为了止损,高盛开始强制抛售,对质押的瑞幸股票强制平仓。强制平仓犹如倒下的第一张“多米诺骨牌”,股价进一步跳水,引发更多贷款违约。外媒称巴克莱和高盛的风险敞口都高达7000万美元。\n瑞幸的主承销商—瑞士信贷直接打起了官司。\n4月2日事发后,4月3日瑞士信贷代表其香港分行、高盛、巴克莱、中金香港、海通国际和摩根士丹利向瑞幸发出强制性提前还款的通知。\n危在旦夕的瑞幸自然不会还钱,陆正耀旗下的好得投资向法院起诉瑞士信贷,申请禁制令,禁止瑞士信贷在香港以外的任何司法管辖区启动法律程序。\n瑞士信贷也不甘示弱。5月22日,瑞信申请法院命令向瑞幸咖啡创始人陆正耀家族信托委派清算人。一旦代表瑞信利益的清算人入场,意味着陆正耀家族信托中持有的各项资产将优先偿还债权人。\n从共同赚钱的伙伴,到互相攻击的敌人,瑞幸与华尔街投行的战争还远未结束。看走眼的投行损失上亿美元,将采取各种手段弥补损失。\n03大结局:收购or捡漏?\n从4月到如今,瑞幸的崩塌犹如一出精彩的“商战剧”,股价暴跌、高管下课、两国调查。这部“商战大戏”是否走向尾声?最后的结局会是破产还是被收购?\n一位曾处理过多起兼并购的业内人士私下表示:“瑞幸现在思路是对的,不管资本市场怎么乱,总部怎么查,日常经营一定要维持正常,这样才可能被收购。”\n他认为,瑞幸很大可能是被收购,具体怎么收购方式还要谈,只收购门店也是一种办法。“公正的说,瑞幸铺店面还是很快的,这在一些企业看来会是非常优良的资产。瑞幸现在被国内外债权人逼着,要贱卖资产,也是捡漏的好时候。”\n由于瑞幸财务数据造假,财报中的销售金额、用户人数都有大量水分,不可相信。唯独有一个数据可信度较高—店铺数量。原因很简单,销售金额和用户人数都可以通过关联交易造假,店铺是看得见摸得着的实物资产,在地图上可以轻易搜索到,难以虚增伪造。\n\n图注:瑞幸门店数量一览\n据招股说明书,截止2019年9月30日,瑞幸拥有3680家门店,其中3433家为取货店(只提供外卖或上门取货),138家为休闲店(店面较大)和109家外卖厨房。截止2019年12月31日,瑞幸在中国拥有4507自营门店,“按门店数量计算,我们是中国最大的咖啡销售网络。”\n\n需要注意的是,瑞幸是典型的轻资产运营,门店并非自有,黄金地段的门店也需要支付高昂租金。随着门店数量增长,门店租金和营运开支也从2.92亿元(2018年前三季度)涨到11.3亿元(2019年)。\n这些门店对谁最有价值?此前路透社在一则报道中透露,瑞幸有三个潜在买家,百胜中国、Tim Hortons、喜茶都有兴趣。\n百胜中国是中国餐饮行业的霸主,在中国运营多个餐饮品牌:肯德基、必胜客、东方既白、小肥羊等。其中,肯德基贡献了70%的营收。餐饮市场竞争激烈,百胜也将目光投向了咖啡市场。2018年百胜中国推出独立咖啡品牌COFFii& JOY,截至今年3月30日,COFFii &JOY在华东地区及北上广深一线城市开设了18家店。今年1月,媒体报道百胜中国正考虑于今年内赴港上市。一个两年只开了18家门店的独立咖啡品牌,是否能吃下瑞幸的四千多家门店?独立咖啡品牌与商业咖啡品牌是否会产生品牌概念上的矛盾?这些问题令人存疑。\nTim Hortons咖啡虽然在全球名气远不如星巴克,但在加拿大也算“国民品牌”。隶属于餐饮品牌国际有限公司(Restaurant Brands International Inc),旗下还有中国人熟悉的汉堡王等餐饮连锁品牌。2019年Tim Hortons首次进入中国市场,彬在上海开了第一家门店。此次进驻中国获得了腾讯的巨额投资。Tims咖啡中国区CEO卢永臣在接受媒体采访时表示,腾讯的投资达到数亿元规模。\n相比去年才落地上海的加拿大咖啡品牌,喜茶是中国本土成长起来的“网红”品牌。消费者排队甚至代购喜茶,资本市场也对网红奶茶非常青睐。\n今年三月底刚刚复工时,就传出消息—喜茶完成新一轮融资。据36氪报道,此轮融资由高瓴资本和Coatue蔻图资本联合领投,投后估值或将超过160亿元。而上一轮融资发生在去年7月,当时的估值为90亿元。\n短短大半年,喜茶的估值几乎翻了一倍。资本的竞相涌入,也暗示着喜茶将在不远的将来上市。\n走上了IPO的“快车道”,喜茶也加快了新门店的开张数量。根据公开数据统计,截至2019年12月31日,喜茶在43个城市开出390家门店,新增门店门店数量为220家,其中主力店157家、Go店63家,门店数量是2018年的一倍多。\n\n图注:奶茶品牌门店数量对比(来源:DT财经)\n虽然增长迅猛,然而相比其他奶茶品牌,喜茶的门店数量并没有优势。据DT财经,截止2020年4月12日,蜜雪冰城在全国有5271家门店,Coco都可有3723家门店。如果想要快速增加门店数量,收购部分瑞幸咖啡的门店或许是一条“捷径”。\n每一个硬币都有两面。收购瑞幸优良资产,能加速企业发展。但瑞幸在国际上已经“臭名昭著”,被狠狠坑了一把的华尔街投行是否会“谈瑞幸色变”?对收购瑞幸(整体或部分)的公司“戴上有色眼镜”差别对待?海外投资者会不会“一朝被蛇咬,十年怕井绳”?这些都是潜在买家需要深思的问题。\n桃花扇中唱到:“眼看他起朱楼,眼看他宴宾客,眼看他楼塌了。”\n从2018年初成立,到2019年上市,再到2020年崩塌,瑞幸用三年时间走完了一个企业的一生。\n出生时含着金钥匙,满腔抱负;上市时被追捧为“中国的星巴克”,和国际品牌打擂台,志得意满;暴雷后被华尔街、监管机构一一追责,未来会否被收购,前途迷茫。瑞幸咖啡给所有中国公司上了一课,只有踏实诚信经营,才能走的更远。\n欲速则不达,见小利则大事不成。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":958507988,"gmtCreate":1591292096944,"gmtModify":1704195255767,"author":{"id":"3516269692654099","authorId":"3516269692654099","name":"投机大王美股流浪记","avatar":"https://static.tigerbbs.com/99f1dc43a739b572cf92750bfb56d406","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3516269692654099","authorIdStr":"3516269692654099"},"themes":[],"htmlText":"<a 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