社区
首页
集团介绍
社区
资讯
行情
学堂
TigerGPT
登录
注册
354__
IP属地:福建
+关注
帖子 · 1
帖子 · 1
关注 · 0
关注 · 0
粉丝 · 0
粉丝 · 0
354__
354__
·
2021-12-16
牛
贝壳:浑水缺乏对贝壳业务的基本认知和报表的正确解读
12月16日,贝壳找房发布声明称,贝壳确保财报数据的真实性和规范性,欢迎各种调查,但坚决抵制任何机构的恶意做空行为。浑水因为不了解中国房产市场,缺乏对贝壳业务的基本认知和三张报表的正确解读。为保证投资
贝壳:浑水缺乏对贝壳业务的基本认知和报表的正确解读
看
1,471
回复
1
点赞
1
编组 21备份 2
分享
举报
加载更多
暂无关注
热议股票
{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"4095946974709760","uuid":"4095946974709760","gmtCreate":1632843908851,"gmtModify":1635088845404,"name":"354__","pinyin":"354354","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/dc3ab9d15a0e77edeaeb7d098304e8b6","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":1,"headSize":2,"tweetSize":1,"questionSize":0,"limitLevel":999,"accountStatus":3,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-2","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"资深虎友","description":"加入老虎社区1000天","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.06.25","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001}],"userBadgeCount":1,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"福建","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":690672473,"gmtCreate":1639666782693,"gmtModify":1639666782693,"author":{"id":"4095946974709760","authorId":"4095946974709760","name":"354__","avatar":"https://static.tigerbbs.com/dc3ab9d15a0e77edeaeb7d098304e8b6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095946974709760","authorIdStr":"4095946974709760"},"themes":[],"htmlText":"牛","listText":"牛","text":"牛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/690672473","repostId":"1191123165","repostType":2,"repost":{"id":"1191123165","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1639666728,"share":"https://www.laohu8.com/m/news/1191123165?lang=&edition=full","pubTime":"2021-12-16 22:58","market":"us","language":"zh","title":"贝壳:浑水缺乏对贝壳业务的基本认知和报表的正确解读","url":"https://stock-news.laohu8.com/highlight/detail?id=1191123165","media":"老虎资讯综合","summary":"12月16日,贝壳找房发布声明称,贝壳确保财报数据的真实性和规范性,欢迎各种调查,但坚决抵制任何机构的恶意做空行为。浑水因为不了解中国房产市场,缺乏对贝壳业务的基本认知和三张报表的正确解读。为保证投资","content":"<p>12月16日,贝壳找房发布声明称,贝壳确保财报数据的真实性和规范性,欢迎各种调查,但坚决抵制任何机构的恶意做空行为。浑水因为不了解中国房产市场,缺乏对贝壳业务的基本认知和三张报表的正确解读。为保证投资者权益和不受错误信息引导,贝壳将在24小时内针对报告内容逐一拆解回复。</p>\n<p><img src=\"https://static.tigerbbs.com/4898597d659f5b300479753e2ed01de0\" tg-width=\"601\" tg-height=\"291\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>此前,浑水发布针对贝壳的沽空报告。报告称,我们之所以卖空贝壳,是因为我们得出结论,该公司涉嫌系统性欺诈,据我们估计,将其新房总交易额(GTV )夸大了约 126% 以上,并将其佣金收入增加了约 77-96%。我们发现,贝壳向投资者报告的交易量、店铺数量和代理数量与我们从贝壳平台数月数据收集程序中的交易数据存在巨大差异。通过对贝壳门店的主要尽职调查(包括实地采访和现场访问),我们对调查结果进行了抽查,证实了这些差异。</p>\n<p>浑水还表示,贝壳在公司财报电话会议上经常重复的口头禅是做正确的事,即使困难重重。事实并非如此。简而言之,我们发现了大规模欺诈行为,包括一项看似旨在掩盖欺诈性收入的虚假收购。我们的实地调研发现了幽灵店、克隆店和通过关联经纪公司往返现金以增加收入的秘密计划。和瑞幸咖啡一样,这是一家存在大量欺诈行为的真实企业。</p>\n<p>美股开盘贝壳股价一度跌幅超4%,但随后股价大幅反弹一度涨超14%。<img src=\"https://static.tigerbbs.com/61bb0fb86020165ff4a2b5133dbb808d\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></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>贝壳:浑水缺乏对贝壳业务的基本认知和报表的正确解读</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; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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贝壳:浑水缺乏对贝壳业务的基本认知和报表的正确解读\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-12-16 22:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>12月16日,贝壳找房发布声明称,贝壳确保财报数据的真实性和规范性,欢迎各种调查,但坚决抵制任何机构的恶意做空行为。浑水因为不了解中国房产市场,缺乏对贝壳业务的基本认知和三张报表的正确解读。为保证投资者权益和不受错误信息引导,贝壳将在24小时内针对报告内容逐一拆解回复。</p>\n<p><img src=\"https://static.tigerbbs.com/4898597d659f5b300479753e2ed01de0\" tg-width=\"601\" tg-height=\"291\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>此前,浑水发布针对贝壳的沽空报告。报告称,我们之所以卖空贝壳,是因为我们得出结论,该公司涉嫌系统性欺诈,据我们估计,将其新房总交易额(GTV )夸大了约 126% 以上,并将其佣金收入增加了约 77-96%。我们发现,贝壳向投资者报告的交易量、店铺数量和代理数量与我们从贝壳平台数月数据收集程序中的交易数据存在巨大差异。通过对贝壳门店的主要尽职调查(包括实地采访和现场访问),我们对调查结果进行了抽查,证实了这些差异。</p>\n<p>浑水还表示,贝壳在公司财报电话会议上经常重复的口头禅是做正确的事,即使困难重重。事实并非如此。简而言之,我们发现了大规模欺诈行为,包括一项看似旨在掩盖欺诈性收入的虚假收购。我们的实地调研发现了幽灵店、克隆店和通过关联经纪公司往返现金以增加收入的秘密计划。和瑞幸咖啡一样,这是一家存在大量欺诈行为的真实企业。</p>\n<p>美股开盘贝壳股价一度跌幅超4%,但随后股价大幅反弹一度涨超14%。<img src=\"https://static.tigerbbs.com/61bb0fb86020165ff4a2b5133dbb808d\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/678e3e3f546f3c7bbf731d45570008e4","relate_stocks":{"BEKE":"贝壳"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191123165","content_text":"12月16日,贝壳找房发布声明称,贝壳确保财报数据的真实性和规范性,欢迎各种调查,但坚决抵制任何机构的恶意做空行为。浑水因为不了解中国房产市场,缺乏对贝壳业务的基本认知和三张报表的正确解读。为保证投资者权益和不受错误信息引导,贝壳将在24小时内针对报告内容逐一拆解回复。\n\n此前,浑水发布针对贝壳的沽空报告。报告称,我们之所以卖空贝壳,是因为我们得出结论,该公司涉嫌系统性欺诈,据我们估计,将其新房总交易额(GTV )夸大了约 126% 以上,并将其佣金收入增加了约 77-96%。我们发现,贝壳向投资者报告的交易量、店铺数量和代理数量与我们从贝壳平台数月数据收集程序中的交易数据存在巨大差异。通过对贝壳门店的主要尽职调查(包括实地采访和现场访问),我们对调查结果进行了抽查,证实了这些差异。\n浑水还表示,贝壳在公司财报电话会议上经常重复的口头禅是做正确的事,即使困难重重。事实并非如此。简而言之,我们发现了大规模欺诈行为,包括一项看似旨在掩盖欺诈性收入的虚假收购。我们的实地调研发现了幽灵店、克隆店和通过关联经纪公司往返现金以增加收入的秘密计划。和瑞幸咖啡一样,这是一家存在大量欺诈行为的真实企业。\n美股开盘贝壳股价一度跌幅超4%,但随后股价大幅反弹一度涨超14%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"following","isTTM":false}