赵飞飞的个人主页 - 老虎社区

赵飞飞

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2021-01-26

$比亚迪股份(01211)$为什么最小买入500股

2020-05-27

$Moderna, Inc.(MRNA)$这股唯一的结局就是破产，可惜不能做空

2020-05-23

$Moderna, Inc.(MRNA)$为什么不能做空？？？

2020-05-21

$跟谁学(GSX)$趁着股价还行，之前获利的赶紧了结离场吧，哎。

2020-05-19

既然是社班导致的，不应该是100%的用户都是同时登陆吗？怎么解释70%同时登陆，其他不是呢。

抱歉，原内容已删除

2020-05-18

$Moderna, Inc.(MRNA)$起飞了

2020-05-17

$波音(BA)$从今往后中国不会再买波音737max。波音今年会破产。

2020-05-01

$跟谁学(GSX)$没人关注这个报告吗，为什么一点波澜和讨论都没有

2020-05-01

$跟谁学(GSX)$**，做空报告根本没有实锤，赶紧割肉跑路。

2020-04-27

$波音(BA)$跌到50以下就平仓。不用等破产了

2020-04-27

$波音(BA)$这周发财报，准备跌到100以下吧。

2020-04-24

$波音(BA)$以后减产，订单取消，裁员的消息会接踵而至，等待波音的只有破产重组一条路。等着股价跌倒零吧。

2020-04-22

$WTI原油主连(CLmain)$赶紧抄底了，经历了上个合约的教训，油价已经到了历史地点

2020-04-21

$WTI原油主连(CLmain)$可以抄底了

2020-04-08

$二倍做空彭博原油指数ETF(SCO)$周四会议大概率达不成减产协议，目标油价50。如果达成协议则出手

2020-04-08

$波音(BA)$周三周四美国疫情死亡人数会略微上升，戳破疫情放缓的假象。股市大概率下跌

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23:59","market":"us","language":"zh","title":"深网| 跟谁学回应浑水质疑：对公司业务无知 陈向东已披露过质押信息","url":"https://stock-news.laohu8.com/highlight/detail?id=2036130143","media":"深网","summary":"作者：安然5月18日晚，做空机构浑水发布针对跟谁学的报告，报告指出跟谁学至少有80%的用户是机器人，存在欺诈行为。据《深网》查看报告发现，浑水认为的欺诈行为主要集中为以下几点：1、公司至少有70%的用","content":"<html><body><article><p>作者：安然</p><p>5月18日晚，做空机构浑水发布针对<a href=\"https://laohu8.com/S/GSX\">跟谁学</a>的报告，报告指出跟谁学至少有80%的用户是<a href=\"https://laohu8.com/S/300024\">机器人</a>，存在欺诈行为。据《深网》查看报告发现，浑水认为的欺诈行为主要集中为以下几点：</p><img src=\"http://inews.gtimg.com/newsapp_match/0/11767196197/0\"/><p>1、公司至少有70%的用户是假的，我们估算至少有80%的用户是假的。</p><p>2、我们的结论基于GSX自己的用户和出勤数据文件(这不是从“抓取”数据）。我们从200多个付费K-12课程中下载了GSX的数据，覆盖54065个独立用户。此外，前GSX经理证实了我们的分析，并解释了GSX广泛的机器人操作的各种细节。</p><p>3、浑水认为，GSX存在巨大亏损。没有用户，就没有收入。我们还得出结论，GSX大大低估了费用。不管怎么切，GSX几乎是一个空盒子。</p><p>4、令人惊讶的是，陈向东找到了一种方法，使GSX股票对长期持有者来说更加危险——他已承诺至少持有3.18亿美元的股票。这家公司的长期持有者面临着这样一种风险，即融资融券机构将被迫大举抛售该股，从而导致股价暴跌。</p><p>对此，跟谁学董事长兼CEO陈向东在朋友圈表示，“没有想到Muddy Water也搅合进来了，这次，我们会心平气和地在稍后给予回应。”</p><img src=\"http://inews.gtimg.com/newsapp_match/0/11767196664/0\"/><p>对于浑水质疑跟谁学80%的用户是机器人的问题，跟谁学CFO沈楠在朋友圈回复：“关于precise joiner和burst joiner的问题，是由于切班导致的：目前我们的上课形式为，课前由辅导老师开小班，在辅导老师小班内进行游戏、批改作业等预热，到开课时间时，全部辅导老师小班同步切换到主讲老师大班。因此会出现浑水报告中的同一个用户IP在同一时间点同时进教室的情况，因为在那个时点上，同时由小班切换了大班，从大班角度，会出现大量用户同时登陆的情况。而且由于K12行课稳定，确实在每一周的上课时间全部都一样。”</p><img src=\"http://inews.gtimg.com/newsapp_match/0/11767197290/0\"/><p>对于浑水质疑的陈向东股票质押情况，沈楠在朋友圈回应：“Larry（陈向东）所持股份在所有已公告的报告期，即2020年3月31日之前没有任何抵押和质押。2020年4月6日，Larry质押510万ADR取得了5000万元美金的贷款额度，该质押股票数量占公司全部ADR的比例为2.13%。于4月8日的投资人电话会，Larry已经向投资人披露了该质押信息。该贷款用途为计划择机增持公司股票。”</p><img src=\"http://inews.gtimg.com/newsapp_match/0/11767197702/0\"/><p>需要指出的是，这是跟谁学四个月内第六次遭机构做空。截至发稿（北京时间5月18日23:40），跟谁学股价跌7.99%，报32.6美元，当前总市值为77多亿美元。</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\" content=\"telephone=no,email=no,address=no\" />\n<title>深网| 跟谁学回应浑水质疑：对公司业务无知 陈向东已披露过质押信息</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; 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202005190001387a71e082&s=b><strong>深网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：安然5月18日晚，做空机构浑水发布针对跟谁学的报告，报告指出跟谁学至少有80%的用户是机器人，存在欺诈行为。据《深网》查看报告发现，浑水认为的欺诈行为主要集中为以下几点：1、公司至少有70%的用户是假的，我们估算至少有80%的用户是假的。2、我们的结论基于GSX自己的用户和出勤数据文件(这不是从“抓取”数据）。我们从200多个付费K-12课程中下载了GSX的数据，覆盖54065个独立用户。...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202005190001387a71e082&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/d2a986280a0d0ac6d75b62fd1fec8874","relate_stocks":{},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202005190001387a71e082&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2036130143","content_text":"作者：安然5月18日晚，做空机构浑水发布针对跟谁学的报告，报告指出跟谁学至少有80%的用户是机器人，存在欺诈行为。据《深网》查看报告发现，浑水认为的欺诈行为主要集中为以下几点：1、公司至少有70%的用户是假的，我们估算至少有80%的用户是假的。2、我们的结论基于GSX自己的用户和出勤数据文件(这不是从“抓取”数据）。我们从200多个付费K-12课程中下载了GSX的数据，覆盖54065个独立用户。此外，前GSX经理证实了我们的分析，并解释了GSX广泛的机器人操作的各种细节。3、浑水认为，GSX存在巨大亏损。没有用户，就没有收入。我们还得出结论，GSX大大低估了费用。不管怎么切，GSX几乎是一个空盒子。4、令人惊讶的是，陈向东找到了一种方法，使GSX股票对长期持有者来说更加危险——他已承诺至少持有3.18亿美元的股票。这家公司的长期持有者面临着这样一种风险，即融资融券机构将被迫大举抛售该股，从而导致股价暴跌。对此，跟谁学董事长兼CEO陈向东在朋友圈表示，“没有想到Muddy Water也搅合进来了，这次，我们会心平气和地在稍后给予回应。”对于浑水质疑跟谁学80%的用户是机器人的问题，跟谁学CFO沈楠在朋友圈回复：“关于precise joiner和burst joiner的问题，是由于切班导致的：目前我们的上课形式为，课前由辅导老师开小班，在辅导老师小班内进行游戏、批改作业等预热，到开课时间时，全部辅导老师小班同步切换到主讲老师大班。因此会出现浑水报告中的同一个用户IP在同一时间点同时进教室的情况，因为在那个时点上，同时由小班切换了大班，从大班角度，会出现大量用户同时登陆的情况。而且由于K12行课稳定，确实在每一周的上课时间全部都一样。”对于浑水质疑的陈向东股票质押情况，沈楠在朋友圈回应：“Larry（陈向东）所持股份在所有已公告的报告期，即2020年3月31日之前没有任何抵押和质押。2020年4月6日，Larry质押510万ADR取得了5000万元美金的贷款额度，该质押股票数量占公司全部ADR的比例为2.13%。于4月8日的投资人电话会，Larry已经向投资人披露了该质押信息。该贷款用途为计划择机增持公司股票。”需要指出的是，这是跟谁学四个月内第六次遭机构做空。截至发稿（北京时间5月18日23:40），跟谁学股价跌7.99%，报32.6美元，当前总市值为77多亿美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":959322372,"gmtCreate":1589802837896,"gmtModify":1704190628420,"author":{"id":"3548343361654082","authorId":"3548343361654082","name":"赵飞飞","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MRNA\">$Moderna, Inc.(MRNA)$</a>起飞了","listText":"<a 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