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教子教孙别玩A股
涨了都是叫好都是股神,跌了都是喊打都是骂
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教子教孙别玩A股
2023-09-08
做空其他我还不信,拼多多我相信,拼多多就是垃圾,专门坑商家的钱,各种无理由仅退款
一份没做过市场调研的沽空报告
教子教孙别玩A股
2022-03-09
$纳斯达克(.IXIC)$
强烈要求换特朗普,特朗普才是牛市的代表
教子教孙别玩A股
2021-08-31
$苹果(AAPL)$
癌股永远没有类似这样的一只股可以投资[喷血] [喷血]
教子教孙别玩A股
2021-08-23
$拼多多(PDD)$
都来美股了,难道还有人要投资中概股?[冷漠]
教子教孙别玩A股
2021-08-19
$拼多多(PDD)$
台积电也算中概股吧,为何人家不跌
教子教孙别玩A股
2021-08-17
$苹果(AAPL)$
全地球最稳健最让人放心的股票,没有之一
教子教孙别玩A股
2021-08-05
$RLX科技(RLX)$
打击房地产-打击教育-打击游戏-打击白酒-打击电子烟-打击医美。虽然我支持,但是我更支持打击烟草,烟草每年害死多少人啊!
教子教孙别玩A股
2021-07-28
$道琼斯(.DJI)$
大A谦虚点,看看人家,这才是稳中向上,而不是你经常说的美股要崩了。自己十几年来回割韭菜3000还好意思说3.5万的美股?
教子教孙别玩A股
2021-07-27
$道琼斯(.DJI)$
大国之间的博弈,为什么受罪的总是自己[捂脸] [捂脸] 中概股和国内最近真的跌怕了
教子教孙别玩A股
2021-07-23
$法拉第未来(FFIE)$
为梦想窒息[微笑] 各位有钱韭菜们快冲进来。
教子教孙别玩A股
2021-07-21
$RLX科技(RLX)$
今晚有个停牌式的走势,估计明天要大涨,然后继续回落创造新低。
教子教孙别玩A股
2021-06-25
$ContextLogic Inc.(WISH)$
还好我识相,由空转多了[笑哭]
教子教孙别玩A股
2021-06-25
$ContextLogic Inc.(WISH)$
刚开盘的多空对决真刺激[笑哭] 我今晚决定由空转多了
教子教孙别玩A股
2021-06-23
$ContextLogic Inc.(WISH)$
跳的太快了[笑哭] 都买不进
教子教孙别玩A股
2021-03-27
$知乎(ZH)$
只能歌颂的知乎来上市还不如换麻豆传媒来上市,我一定支持麻豆传媒[贱笑]
教子教孙别玩A股
2021-03-27
$知乎(ZH)$
知乎破发已经被列为违禁词了,一发就删除,再发就封号[捂脸]
教子教孙别玩A股
2021-03-27
$知乎(ZH)$
我想说十个用户应该有十个都被封过号吧?稍微一句他们不合听的就封号。
教子教孙别玩A股
2021-03-22
$RLX科技(RLX)$
说白了,电子烟这块肉,中国烟草想要自己独吞吧。
教子教孙别玩A股
2021-03-18
$纳斯达克(.IXIC)$
鲍威尔今天说完话,居然不跳水?奇迹!!
教子教孙别玩A股
2021-03-12
$ContextLogic Inc.(WISH)$
今天要是能扛住暴跌,你就算牛了
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18:57","market":"us","language":"zh","title":"一份没做过市场调研的沽空报告","url":"https://stock-news.laohu8.com/highlight/detail?id=1135207056","media":"丫丫港股圈","summary":"近几日,做空机构Grizzly Research(灰熊)发布推特称,几天内将发布一份做空报告,揭露一家市值很大,增长快,且最近很热门的公司,存在严重财务造假的行为。这份做空报告的悬念拉满。所以,这是一份无实质证据支撑,纯粹是在讲一个政治正确,针对中国企业的做空报告。在这份报告的后半部分,灰熊机构更是无实质性证据的在质问Temu。","content":"<html><head></head><body><p>近几日,做空机构Grizzly Research(灰熊)发布推特称,几天内将发布一份做空报告,揭露一家市值很大,增长快,且最近很热门的公司,存在严重财务造假的行为。</p><p style=\"text-align: justify;\">这瞬间引起美股投资者的热议,市场猜测最大的可能性是英伟达,或是拼多多。但很多中国投资人都很疑惑,为什么能跟拼多多扯上关系?这份做空报告的悬念拉满。</p><p style=\"text-align: justify;\"><strong>昨晚美股盘前,Grizzly Research灰熊揭晓了谜底,被做空者是来自中国的拼多多,而这份所谓的做空报告十分的无耻,不谈财务数据造假,只求政治正确。</strong></p><p> </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2e05d425218e9dc24814841b1d09c7f9\" alt=\"\" title=\"\" tg-width=\"392\" tg-height=\"446\"/></p><p style=\"text-align: justify;\">Grizzly Research的报告标题是“我们认为拼多多是一家垂死的欺诈公司,其购物应用程序 TEMU 是巧妙隐藏的间谍软件,对美国国家利益构成紧急安全威胁。”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/85a97f4a1fa65986fda07bce53f00df5\" alt=\"\" title=\"\" tg-width=\"288\" tg-height=\"332\"/></p><p style=\"text-align: justify;\"><strong>1、灰熊机构在报告中称,Temu的快速使用率导致了大规模数据的泄露。过去9个月内,Temu的下载量超过1亿次,全部发生在美国和欧洲,而中国却不提供Temu。</strong> </p><p style=\"text-align: justify;\"><strong>这份报告开头就让人一头雾水,什么叫中国却不提供Temu?那拼多多是什么?</strong></p><p style=\"text-align: justify;\">TEMU应用程序软件具有最具攻击性的恶意软件/间谍软件的全部特征。并附加了一张图指控拼多多犯了所有“间谍特征”,图中还包含了SHEIN、阿里、Amazon、Tik Tok、eBay。</p><p style=\"text-align: justify;\">例如,指控Temu APP具有隐藏功能,允许在用户不知情的情况下进行广泛的数据泄露,从而可能使不良行为者完全访问客户移动设备上的几乎所有数据。</p><p style=\"text-align: justify;\">并称强烈怀疑Temu已经或打算非法出售从西方国家客户那里窃取的数据,以维持一种注定会失败的商业模式。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5460cce514fa14467c22e16e87d0b77b\" alt=\"\" title=\"\" tg-width=\"593\" tg-height=\"259\"/></p><p style=\"text-align: justify;\">值得注意的是,美国本土企业亚马逊也犯下了不少“间谍特征”,一共18项,亚马逊犯了12项,而eBay这种网站为主的电商则犯的最少。这即说明现代的电商app收集用户的大数据是个很普遍的现象,美国企业也这样做。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e3a3e509fcc31f29ecc3fc603a809b6\" alt=\"\" title=\"\" tg-width=\"945\" tg-height=\"353\"/></p><p style=\"text-align: justify;\">2、灰熊机构称,找了很多数据安全专家来分析Temu的代码,并于我们自己的专家以及在公共领域独立编写的分析师进行整合。<br/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aba90b5642b6e4bfcb871bab2736d956\" alt=\"\" title=\"\" tg-width=\"591\" tg-height=\"268\"/></p><p style=\"text-align: justify;\">接着贴出一张众多文件夹的图,称这是Temu为了隐藏该软件的恶意和入侵行为,拼多多做了巨大的努力。</p><p style=\"text-align: justify;\"> <strong>十分不严谨的是,这些那么多文件夹里面究竟是什么?甚至投资者都看不清这些文件夹的名称,难道建一大堆文件夹截个图就可以随便诬告一家公司了吗?</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/232c4d85e403214bf6cfc31746a90d37\" alt=\"\" title=\"\" tg-width=\"945\" tg-height=\"567\"/></p><p style=\"text-align: justify;\"><strong>而这当然可以,前提这家公司是中国企业,再附加上“危害美国国家软件”。数据不严谨也没关系,只要煽动对抗中国企业的情绪就可以了。</strong></p><p style=\"text-align: justify;\"><strong>所以,这是一份无实质证据支撑,纯粹是在讲一个政治正确,针对中国企业的做空报告。</strong></p><p style=\"text-align: justify;\"><strong>在这份报告的后半部分,灰熊机构更是无实质性证据的在质问Temu。而这是一份做空报告该做的事情吗?不应该是发现公司哪里出现了财务问题,告诉投资人吗?</strong></p><p style=\"text-align: justify;\">灰熊机构称:“廉价的中国购物APP此前已经证明,这种商业模式根本无法持续盈利,连连网wish是一个著名的案例研究,Shein是当前积极进取的竞争对手,TikTok已宣布进军该领域。”</p><p style=\"text-align: justify;\">并称:廉价的Temu估计每份订单会损失30美元,它的广告支出和运输成本(从中国出发1-2周,快递到美国)是天文数字。人们不禁要问,这项业务怎么才能盈利赚钱。</p><p style=\"text-align: justify;\"><strong>灰熊机构能问出这样的话,显然对拼多多也不太了解,Temu处于烧钱扩大规模的阶段,Temu整体亏损率为40%-50%,赚钱的是中国业务。并且,为什么低价电商赚不到钱?</strong></p><p style=\"text-align: justify;\">灰熊所说的wish连连网,在temu出现前,被称为“美版拼多多”,因为上面95%的卖家都来源于中国,同样是中国供应链输出海外。在2021年时,wish的股价最高时为985元,而现在仅剩5.23元。</p><p style=\"text-align: justify;\"><strong>但由于正版拼多多Temu的出现,将曾经辉煌的Wish击倒了。并且wish因为物流运输管理不佳的原因,以及内部高管的混乱,导致了公司的衰退。</strong></p><p style=\"text-align: justify;\">从下图中看,2021年wish的营收为20.5亿美元,而到2022年Temu进军美国时,仅剩5.71亿美元。</p><p style=\"text-align: justify;\"><strong>并且,wish死于物流运输问题和管理层混乱,但这些都是temu做的好的地方,用前者的失败来衡量后者的成功难以延续?</strong></p><p style=\"text-align: justify;\"><strong>这显然不是个好的例子。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7402b2d1dfccde5451e136812976b300\" alt=\"\" title=\"\" tg-width=\"351\" tg-height=\"262\"/></p><p style=\"text-align: justify;\">在这份报告的结尾,灰熊机构说出了报告的重点:美国国会已经起草了编号HR1153,这将严重损害TEMU的商业模式和或授权美国总统禁止Temu进入美国。</p><p style=\"text-align: justify;\">这是这份报告中唯一有用的地方,这也是所有出海美国的中国企业所担忧的。</p><p style=\"text-align: justify;\">当中国企业在美国发展到一定规模时,最后都难免以“危害国家安全”的罪名制裁中国企业,Tik Tok就是个最典型的例子。因此,之前就据传Temu可能将5%的股份引入Meta成为股东,变相是交保护费。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/57ed6d2736485fdf2f3ee6077364a1a4\" alt=\"\" title=\"\" tg-width=\"597\" tg-height=\"328\"/></p><p><strong>结语</strong></p><p style=\"text-align: justify;\">实际上,去年灰熊机构也曾诬告过蔚来财务造假,但最后被摩根、JP摩根等多家外资投行驳斥,称该机构的做空报告完全是在误读相关数据。</p><p style=\"text-align: justify;\">为什么近两年拼多多、名创优品等中国企业的出海能快速增长?</p><p style=\"text-align: justify;\">这一切还是源于中国零售商领先了美国至少5年,在国内有优势出海就是降维打击,所以未来对于这种针对中国企业增长太快的诬告,可能还会越来越多。</p><p style=\"text-align: justify;\">拼多多做错了什么?唯一做错的就是生于中国以及崛起和增长的太快。老外看不顺眼。</p></body></html>","source":"lsy1568959956107","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>一份没做过市场调研的沽空报告</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\">\n一份没做过市场调研的沽空报告\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-08 18:57 北京时间 <a href=https://mp.weixin.qq.com/s/AAyGMLb0lTslKr0-Z5qb6w><strong>丫丫港股圈</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近几日,做空机构Grizzly Research(灰熊)发布推特称,几天内将发布一份做空报告,揭露一家市值很大,增长快,且最近很热门的公司,存在严重财务造假的行为。这瞬间引起美股投资者的热议,市场猜测最大的可能性是英伟达,或是拼多多。但很多中国投资人都很疑惑,为什么能跟拼多多扯上关系?这份做空报告的悬念拉满。昨晚美股盘前,Grizzly Research灰熊揭晓了谜底,被做空者是来自中国的拼多多,...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/AAyGMLb0lTslKr0-Z5qb6w\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e42c16a083ab273c19aaae21cdb697a0","relate_stocks":{"PDD":"拼多多"},"source_url":"https://mp.weixin.qq.com/s/AAyGMLb0lTslKr0-Z5qb6w","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135207056","content_text":"近几日,做空机构Grizzly Research(灰熊)发布推特称,几天内将发布一份做空报告,揭露一家市值很大,增长快,且最近很热门的公司,存在严重财务造假的行为。这瞬间引起美股投资者的热议,市场猜测最大的可能性是英伟达,或是拼多多。但很多中国投资人都很疑惑,为什么能跟拼多多扯上关系?这份做空报告的悬念拉满。昨晚美股盘前,Grizzly Research灰熊揭晓了谜底,被做空者是来自中国的拼多多,而这份所谓的做空报告十分的无耻,不谈财务数据造假,只求政治正确。 Grizzly Research的报告标题是“我们认为拼多多是一家垂死的欺诈公司,其购物应用程序 TEMU 是巧妙隐藏的间谍软件,对美国国家利益构成紧急安全威胁。”1、灰熊机构在报告中称,Temu的快速使用率导致了大规模数据的泄露。过去9个月内,Temu的下载量超过1亿次,全部发生在美国和欧洲,而中国却不提供Temu。 这份报告开头就让人一头雾水,什么叫中国却不提供Temu?那拼多多是什么?TEMU应用程序软件具有最具攻击性的恶意软件/间谍软件的全部特征。并附加了一张图指控拼多多犯了所有“间谍特征”,图中还包含了SHEIN、阿里、Amazon、Tik Tok、eBay。例如,指控Temu APP具有隐藏功能,允许在用户不知情的情况下进行广泛的数据泄露,从而可能使不良行为者完全访问客户移动设备上的几乎所有数据。并称强烈怀疑Temu已经或打算非法出售从西方国家客户那里窃取的数据,以维持一种注定会失败的商业模式。值得注意的是,美国本土企业亚马逊也犯下了不少“间谍特征”,一共18项,亚马逊犯了12项,而eBay这种网站为主的电商则犯的最少。这即说明现代的电商app收集用户的大数据是个很普遍的现象,美国企业也这样做。2、灰熊机构称,找了很多数据安全专家来分析Temu的代码,并于我们自己的专家以及在公共领域独立编写的分析师进行整合。接着贴出一张众多文件夹的图,称这是Temu为了隐藏该软件的恶意和入侵行为,拼多多做了巨大的努力。 十分不严谨的是,这些那么多文件夹里面究竟是什么?甚至投资者都看不清这些文件夹的名称,难道建一大堆文件夹截个图就可以随便诬告一家公司了吗?而这当然可以,前提这家公司是中国企业,再附加上“危害美国国家软件”。数据不严谨也没关系,只要煽动对抗中国企业的情绪就可以了。所以,这是一份无实质证据支撑,纯粹是在讲一个政治正确,针对中国企业的做空报告。在这份报告的后半部分,灰熊机构更是无实质性证据的在质问Temu。而这是一份做空报告该做的事情吗?不应该是发现公司哪里出现了财务问题,告诉投资人吗?灰熊机构称:“廉价的中国购物APP此前已经证明,这种商业模式根本无法持续盈利,连连网wish是一个著名的案例研究,Shein是当前积极进取的竞争对手,TikTok已宣布进军该领域。”并称:廉价的Temu估计每份订单会损失30美元,它的广告支出和运输成本(从中国出发1-2周,快递到美国)是天文数字。人们不禁要问,这项业务怎么才能盈利赚钱。灰熊机构能问出这样的话,显然对拼多多也不太了解,Temu处于烧钱扩大规模的阶段,Temu整体亏损率为40%-50%,赚钱的是中国业务。并且,为什么低价电商赚不到钱?灰熊所说的wish连连网,在temu出现前,被称为“美版拼多多”,因为上面95%的卖家都来源于中国,同样是中国供应链输出海外。在2021年时,wish的股价最高时为985元,而现在仅剩5.23元。但由于正版拼多多Temu的出现,将曾经辉煌的Wish击倒了。并且wish因为物流运输管理不佳的原因,以及内部高管的混乱,导致了公司的衰退。从下图中看,2021年wish的营收为20.5亿美元,而到2022年Temu进军美国时,仅剩5.71亿美元。并且,wish死于物流运输问题和管理层混乱,但这些都是temu做的好的地方,用前者的失败来衡量后者的成功难以延续?这显然不是个好的例子。在这份报告的结尾,灰熊机构说出了报告的重点:美国国会已经起草了编号HR1153,这将严重损害TEMU的商业模式和或授权美国总统禁止Temu进入美国。这是这份报告中唯一有用的地方,这也是所有出海美国的中国企业所担忧的。当中国企业在美国发展到一定规模时,最后都难免以“危害国家安全”的罪名制裁中国企业,Tik Tok就是个最典型的例子。因此,之前就据传Temu可能将5%的股份引入Meta成为股东,变相是交保护费。结语实际上,去年灰熊机构也曾诬告过蔚来财务造假,但最后被摩根、JP摩根等多家外资投行驳斥,称该机构的做空报告完全是在误读相关数据。为什么近两年拼多多、名创优品等中国企业的出海能快速增长?这一切还是源于中国零售商领先了美国至少5年,在国内有优势出海就是降维打击,所以未来对于这种针对中国企业增长太快的诬告,可能还会越来越多。拼多多做错了什么?唯一做错的就是生于中国以及崛起和增长的太快。老外看不顺眼。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1773,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":635071962,"gmtCreate":1646760146650,"gmtModify":1646761630390,"author":{"id":"3546595488179311","authorId":"3546595488179311","name":"教子教孙别玩A股","avatar":"https://static.tigerbbs.com/cb68c22e82b41f8e49977f6491e890fb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3546595488179311","authorIdStr":"3546595488179311"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>强烈要求换特朗普,特朗普才是牛市的代表","listText":"<a 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href=https://hqtime.huanqiu.com/share/article/40apNky6AIV><strong>环球网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【环球网快讯】刚刚,美国福克斯新闻更新了宾夕法尼亚州的最新计票数据,目前,拜登(49.47%)所获选票已经反超特朗普(49.39%)。根据统计,目前拜登已获得3,295,319张选票,特朗普则获得了3,289,725张选票。宾夕法尼亚州有20张选举人票,但目前计票工作仍未结束。全美选举人票总数为538张,获得270张票的总统候选人即可赢得大选。据福克斯新闻最新统计数据,特朗普目前获得214张选举人...</p>\n\n<a href=\"https://hqtime.huanqiu.com/share/article/40apNky6AIV\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e37241a01f9d52bb903ec054f3122612","relate_stocks":{},"source_url":"https://hqtime.huanqiu.com/share/article/40apNky6AIV","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116029588","content_text":"【环球网快讯】刚刚,美国福克斯新闻更新了宾夕法尼亚州的最新计票数据,目前,拜登(49.47%)所获选票已经反超特朗普(49.39%)。根据统计,目前拜登已获得3,295,319张选票,特朗普则获得了3,289,725张选票。宾夕法尼亚州有20张选举人票,但目前计票工作仍未结束。全美选举人票总数为538张,获得270张票的总统候选人即可赢得大选。据福克斯新闻最新统计数据,特朗普目前获得214张选举人票,拜登则获得264张选举人票。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1484,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3519865241915930","authorId":"3519865241915930","name":"请输入昵称A","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3519865241915930","authorIdStr":"3519865241915930"},"content":"你在放屁呢?","text":"你在放屁呢?","html":"你在放屁呢?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":955394356,"gmtCreate":1592300763575,"gmtModify":1704198707869,"author":{"id":"3546595488179311","authorId":"3546595488179311","name":"教子教孙别玩A股","avatar":"https://static.tigerbbs.com/cb68c22e82b41f8e49977f6491e890fb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3546595488179311","authorIdStr":"3546595488179311"},"themes":[],"htmlText":"<a 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11:47","market":"us","language":"zh","title":"美国国会通过《外国公司问责法案》,对中概股影响有多大?","url":"https://stock-news.laohu8.com/highlight/detail?id=1173623669","media":"第一财经网","summary":"当地时间12月2日晚,美国国会众议院表决通过《外国公司问责法案》。该法案要求,外国发行人连续三年不能满足美国公众公司会计监督委员会对会计师事务所检查要求的,将禁止其证券在美国交易。该法案还要求上市公司披露,其是否由外国政府拥有或控制。由于此法案已于今年5月在美国参议院获得通过。下一步,料众议院将提交至白宫,由美国总统特朗普决定是否签署成法律。","content":"<div>\n<p>当地时间12月2日晚,美国国会众议院表决通过《外国公司问责法案》(Holding Foreign Companies Accountable Act)。该法案要求,外国发行人连续三年不能满足美国公众公司会计监督委员会(Public Company Accounting Oversight Board,简称PCAOB)对会计师事务所检查要求的,将禁止其证券在美国交易。该法案还要求上市公司披露,其是否...</p>\n\n<a href=\"https://m.yicai.com/news/100862080.html\">Web Link</a>\n\n</div>\n","source":"lsy1569416342174","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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Board,简称PCAOB)对会计师事务所检查要求的,将禁止其证券在美国交易。该法案还要求上市公司披露,其是否...</p>\n\n<a href=\"https://m.yicai.com/news/100862080.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/a1470aa36d6bbe14da03f40365032639","relate_stocks":{"SPY":"标普500ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://m.yicai.com/news/100862080.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173623669","content_text":"当地时间12月2日晚,美国国会众议院表决通过《外国公司问责法案》(Holding Foreign Companies Accountable Act)。该法案要求,外国发行人连续三年不能满足美国公众公司会计监督委员会(Public Company Accounting Oversight Board,简称PCAOB)对会计师事务所检查要求的,将禁止其证券在美国交易。该法案还要求上市公司披露,其是否由外国政府拥有或控制。由于此法案已于今年5月在美国参议院获得通过。下一步,料众议院将提交至白宫,由美国总统特朗普决定是否签署成法律。此举意味着包括阿里巴巴、百度和京东等在内的中概股企业将有三年时间履行上述规定,如若不然,将从美股市场撤出。据统计,截至今年10月,217家中概股企业在美股市场挂牌交易,总市值达2.2万亿美元。有意思的是,美股资本市场投资者对此消息反应甚为平静。盘后,阿里巴巴股价微涨0.7%,拼多多跌0.8%。今年以来,阿里巴巴累计上涨23%,拼多多累计上涨280%,蔚来汽车累计上涨1094%。金瑞基金(KraneShares)首席投资官布兰登·埃亨(Brendan Ahern)在接受第一财经记者专访时表示,有信心中美双方将通过对话与合作解决分歧。他笑称:“(美国)政府绝不希望在经济衰退的风口浪尖,再拿2.2万亿美元的投资开玩笑。中概股大范围退市将损害美国全球金融中心的地位。”8月26日,中国证监会副主席方星海接受彭博社采访时表示,中国在解决中美跨境会计监管问题上的态度是真诚的,中国证监会本月初已向美国公众公司会计监督委员会(PCAOB)提出新的方案,允许美方挑选任何一家国有中概股公司进行第二次试点联合检查。不过,这一试点检查的前提是,中国证监会出于国家安全的考虑,对审计工作底稿进行“脱敏”处理。方星海说:“这些问题愈发紧急,我们非常真诚,但另一方面,我们也非常重视保护涉及国家安全的信息。”埃亨认为,长期以来美国媒体的报道着墨重在投资中概股的风险,而甚少提及相关的丰厚收益。他以网易为例,该股于2000年6月29日在美挂牌上市,至今累计涨幅13335%。与此相比,亚马逊同期累计上涨8573%。他总结道:“投资大多数中概股的收益要远高于个别’坏苹果’。”据安永数据显示,截至今年9月末,已有24家中概股企业登陆美股市场,占美股跨境上市的半壁江山。10月30日,中国金融科技公司陆金所登陆纽约证券交易所,募资23.6亿美元。埃亨表示,贝壳和陆金所等中概股企业的成功上市,显示其投行和投资者都认为中概股撤离美股市场的可能性较低。据新华社报道,11月20日中国证监会有关部门负责人就中美审计监管合作事宜答记者问时表示:一,中国公司在美上市,均按美国相关法律和规则要求编制财务报表和履行信息披露义务,否则无法在美国监管机构注册。美国监管机构暂时不能检查为在美上市中国公司提供审计服务的中国会计师事务所,是跨境监管合作领域的问题,并不代表中国公司不遵守美国的相关法律和规则要求。二,关于中美审计监管合作,我们一贯的立场是通过跨境监管合作机制开展会计师事务所检查。2020年8月4日,中方监管部门在积极考虑美方诉求的基础上,向美国公众公司会计监督委员会(PCAOB)发送了关于会计师事务所联合检查的第四版方案建议,PCAOB确认收到并表示会积极研究。我们期待美方监管机构尽快与我方就具体方案开展磋商。相信双方秉持开放、专业态度,一定能就联合检查方案达成共识,有效推进中美审计监管合作,共同为跨境上市企业营造良好的监管环境。对此,中国外交部发言人华春莹表示,这一问题再次表明,美国对中国公司采取歧视性政策,对中国企业进行政治打压。华春莹是在12月2日中国外交部例行记者会上回答路透社记者提问时发表上述讲话的。她表示:“在资本市场高度全球化的今天,有关各方开诚布公地就加强跨境监管合作、保护投资者合法权益等议题加强对话和合作才是解决问题的正道。我们坚决反对将证券监管政治化的做法。我们希望美方能够为外国企业在美国的投资经营提供公平、公正、非歧视的环境,而不是想方设法设置种种障碍。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":769,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"36870863992486","authorId":"36870863992486","name":"大卫之星","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"36870863992486","authorIdStr":"36870863992486"},"content":"中概股哪他娘的不做假 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