吴海波
2020-02-03
我擦周五错过一百万。。
@小虎活动:
【有奖竞猜】预测瑞幸咖啡一周涨跌幅!
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP,发表看法
APP内打开
发表看法
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":915390749,"tweetId":"915390749","gmtCreate":1580707564581,"gmtModify":1704341952185,"author":{"id":3479274819155864,"authorId":3479274819155864,"authorIdStr":"3479274819155864","name":"吴海波","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>\n 我擦周五错过一百万。。</body></html>","htmlText":"<html><head></head><body>\n 我擦周五错过一百万。。</body></html>","text":"我擦周五错过一百万。。","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/915390749","repostId":915390056,"repostType":1,"repost":{"magic":2,"id":915390056,"tweetId":"915390056","gmtCreate":1580707060774,"gmtModify":1704341951144,"author":{"id":36984908995200,"authorId":36984908995200,"authorIdStr":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/44a4f89726b3f6319d06a0075bf9ff76","vip":4,"userType":4,"introduction":"关注我,了解更多社区活动,一起薅虎毛","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"starInvestorFlag":false},"themes":[{"themeId":"2782f14fb4044387bb6c40e93b4eca31","categoryId":"ab3d937a5fd848c08008411a9be702b5","name":"老虎官方出品","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":2782f14fb4044387bb6c40e93b4eca31}&rnconfig={\"headerBarHidden\": true}","description":"关于老虎的一切~~","image":"https://static.tigerbbs.com/b463960d0a5791a40e961f7e16628352"}],"images":[{"img":"https://static.tigerbbs.com/257394e060b9d5005019bc6accebc147"},{"img":"https://static.tigerbbs.com/586a6e16d54013fc42e0ebffde0cd771"},{"img":"https://static.tigerbbs.com/ea2af2a48a336611667a11ed32f2aaea"},{"img":"https://static.tigerbbs.com/f77afa4c2de918a94667cabd90530a89"}],"coverImages":[{"img":"https://static.tigerbbs.com/257394e060b9d5005019bc6accebc147"},{"img":"https://static.tigerbbs.com/586a6e16d54013fc42e0ebffde0cd771"},{"img":"https://static.tigerbbs.com/ea2af2a48a336611667a11ed32f2aaea"}],"title":"【有奖竞猜】预测瑞幸咖啡一周涨跌幅!","extraTitle":"","html":"<html><head></head><body><p><span>虎友们,新年好~这个假期可还行~</span></p> <p><span>今天开始,小虎我们上班辣~就继续和您看行情,解财报,一起投资赚大钱~</span></p> <p><img src=\"https://static.tigerbbs.com/257394e060b9d5005019bc6accebc147\"></p> <p><span>本周小虎活动</span><b><span>一周一股大竞猜</span></b><span>,目标公司:</span><a target=\"_blank\" href=\"https://laohu8.com/S/LK\">$瑞幸咖啡(LK)$</a><span> 。</span></p> <p><img src=\"https://static.tigerbbs.com/586a6e16d54013fc42e0ebffde0cd771\"></p> <p><span>上周五知名做空机构浑水公司,收到了一份89页报告的做空报告,从收入数据作假和商业模式缺陷两方面展开论据,认为瑞信咖啡值得short:</span></p> <blockquote> <span>一、瑞幸的收入数据作假,平均每店每天售卖杯数,并不是财报里披露的400多杯,而是200多杯。而且,在营销费用和其他产品售卖(面包、坚果什么的),存在财务作假的问题。</span> \n</blockquote> <blockquote> <span>二、瑞幸的商业模式是难以为继的,顾客是价格敏感型的,毫无忠诚度,未来的战略全是说故事,并且团队有黑历史,管理层关联交易,等等。</span> \n</blockquote> <p><span>据说写报告的团队,用了最“原始”的调查方法,雇用了92个全职,1418个兼职,选取了瑞幸4409家门店里,比较头部的1832家门店,挨个去单天留守12个小时,通过全程录像的方式作为证据,用数人头去估算瑞幸这部分头部门店的平均售卖杯数。不得不说当个空头不容易。</span></p> <p><span>做空报告发布当天周五,瑞幸股价闻风大跌,当日跌幅一度超过26%,最终收跌10.74%。</span></p> <p></p> <p><img src=\"https://static.tigerbbs.com/ea2af2a48a336611667a11ed32f2aaea\"></p> <p><span>过往来看,做空机构盯上的公司有的从此一蹶不振,也有坚实反弹。考虑到同为知名做空机构的香橼,表示看多瑞幸,这就很有意思了[吃瓜]。而瑞幸公司表示,将会在2月3日本周一今天,回应做空报告。</span></p> <p><span> </span></p> <p><img src=\"https://static.tigerbbs.com/f77afa4c2de918a94667cabd90530a89\"></p> <p><span>关注瑞幸咖啡的虎友不会忘记,以IPO发行价17美元计算,瑞幸公司2019年的涨幅为131.5%。属于中概中的佼佼者。尤其自Q3财报以来,瑞幸表示实现单店盈利股价飙升,股价不断创造历史新高。这次做空事件究竟影响几何?我们拭目以待。</span></p> <p><b><span>最后</span></b><span> </span></p> <p><span>虎友们请预测瑞幸</span><a target=\"_blank\" href=\"https://laohu8.com/S/LK\">$(LK)$</a><span>本周涨跌幅,</span><span style=\"color:rgba(255,93,0,1);\"><b>戳下方</b></span><span>参与投票竞猜,成功预测就有虎币奖励吼!</span></p></body></html>","htmlText":"<html><head></head><body><p><span>虎友们,新年好~这个假期可还行~</span></p> <p><span>今天开始,小虎我们上班辣~就继续和您看行情,解财报,一起投资赚大钱~</span></p> <p><img src=\"https://static.tigerbbs.com/257394e060b9d5005019bc6accebc147\"></p> <p><span>本周小虎活动</span><b><span>一周一股大竞猜</span></b><span>,目标公司:</span><a target=\"_blank\" href=\"https://laohu8.com/S/LK\">$瑞幸咖啡(LK)$</a><span> 。</span></p> <p><img src=\"https://static.tigerbbs.com/586a6e16d54013fc42e0ebffde0cd771\"></p> <p><span>上周五知名做空机构浑水公司,收到了一份89页报告的做空报告,从收入数据作假和商业模式缺陷两方面展开论据,认为瑞信咖啡值得short:</span></p> <blockquote> <span>一、瑞幸的收入数据作假,平均每店每天售卖杯数,并不是财报里披露的400多杯,而是200多杯。而且,在营销费用和其他产品售卖(面包、坚果什么的),存在财务作假的问题。</span> \n</blockquote> <blockquote> <span>二、瑞幸的商业模式是难以为继的,顾客是价格敏感型的,毫无忠诚度,未来的战略全是说故事,并且团队有黑历史,管理层关联交易,等等。</span> \n</blockquote> <p><span>据说写报告的团队,用了最“原始”的调查方法,雇用了92个全职,1418个兼职,选取了瑞幸4409家门店里,比较头部的1832家门店,挨个去单天留守12个小时,通过全程录像的方式作为证据,用数人头去估算瑞幸这部分头部门店的平均售卖杯数。不得不说当个空头不容易。</span></p> <p><span>做空报告发布当天周五,瑞幸股价闻风大跌,当日跌幅一度超过26%,最终收跌10.74%。</span></p> <p></p> <p><img src=\"https://static.tigerbbs.com/ea2af2a48a336611667a11ed32f2aaea\"></p> <p><span>过往来看,做空机构盯上的公司有的从此一蹶不振,也有坚实反弹。考虑到同为知名做空机构的香橼,表示看多瑞幸,这就很有意思了[吃瓜]。而瑞幸公司表示,将会在2月3日本周一今天,回应做空报告。</span></p> <p><span> </span></p> <p><img src=\"https://static.tigerbbs.com/f77afa4c2de918a94667cabd90530a89\"></p> <p><span>关注瑞幸咖啡的虎友不会忘记,以IPO发行价17美元计算,瑞幸公司2019年的涨幅为131.5%。属于中概中的佼佼者。尤其自Q3财报以来,瑞幸表示实现单店盈利股价飙升,股价不断创造历史新高。这次做空事件究竟影响几何?我们拭目以待。</span></p> <p><b><span>最后</span></b><span> </span></p> <p><span>虎友们请预测瑞幸</span><a target=\"_blank\" href=\"https://laohu8.com/S/LK\">$(LK)$</a><span>本周涨跌幅,</span><span style=\"color:rgba(255,93,0,1);\"><b>戳下方</b></span><span>参与投票竞猜,成功预测就有虎币奖励吼!</span></p></body></html>","text":"虎友们,新年好~这个假期可还行~ 今天开始,小虎我们上班辣~就继续和您看行情,解财报,一起投资赚大钱~ 本周小虎活动一周一股大竞猜,目标公司:$瑞幸咖啡(LK)$ 。 上周五知名做空机构浑水公司,收到了一份89页报告的做空报告,从收入数据作假和商业模式缺陷两方面展开论据,认为瑞信咖啡值得short: 一、瑞幸的收入数据作假,平均每店每天售卖杯数,并不是财报里披露的400多杯,而是200多杯。而且,在营销费用和其他产品售卖(面包、坚果什么的),存在财务作假的问题。 二、瑞幸的商业模式是难以为继的,顾客是价格敏感型的,毫无忠诚度,未来的战略全是说故事,并且团队有黑历史,管理层关联交易,等等。 据说写报告的团队,用了最“原始”的调查方法,雇用了92个全职,1418个兼职,选取了瑞幸4409家门店里,比较头部的1832家门店,挨个去单天留守12个小时,通过全程录像的方式作为证据,用数人头去估算瑞幸这部分头部门店的平均售卖杯数。不得不说当个空头不容易。 做空报告发布当天周五,瑞幸股价闻风大跌,当日跌幅一度超过26%,最终收跌10.74%。 过往来看,做空机构盯上的公司有的从此一蹶不振,也有坚实反弹。考虑到同为知名做空机构的香橼,表示看多瑞幸,这就很有意思了[吃瓜]。而瑞幸公司表示,将会在2月3日本周一今天,回应做空报告。 关注瑞幸咖啡的虎友不会忘记,以IPO发行价17美元计算,瑞幸公司2019年的涨幅为131.5%。属于中概中的佼佼者。尤其自Q3财报以来,瑞幸表示实现单店盈利股价飙升,股价不断创造历史新高。这次做空事件究竟影响几何?我们拭目以待。 最后 虎友们请预测瑞幸$(LK)$本周涨跌幅,戳下方参与投票竞猜,成功预测就有虎币奖励吼!","highlighted":2,"essential":2,"paper":2,"link":"https://laohu8.com/post/915390056","repostId":0,"isVote":2,"tweetType":1,"commentLimit":10,"vote":{"id":737,"gmtCreate":1580707382218,"gmtModify":1580707382218,"gmtBegin":1580707382218,"gmtEnd":1580889600721,"objectId":915390056,"type":1,"upper":1,"title":"预测瑞幸咖啡一周涨跌幅!","introduction":"预测瑞幸咖啡一周涨跌幅!","totalSize":320,"choices":[{"id":2950,"gmtCreate":1580707382218,"gmtModify":1580707382218,"voteId":737,"sort":1,"name":"涨18%以上","userSize":18,"voted":false},{"id":2951,"gmtCreate":1580707382218,"gmtModify":1580707382218,"voteId":737,"sort":2,"name":"涨10%-18%","userSize":31,"voted":false},{"id":2952,"gmtCreate":1580707382218,"gmtModify":1580707382218,"voteId":737,"sort":3,"name":"涨10%以内","userSize":54,"voted":false},{"id":2953,"gmtCreate":1580707382218,"gmtModify":1580707382218,"voteId":737,"sort":4,"name":"跌10%以内","userSize":86,"voted":false},{"id":2954,"gmtCreate":1580707382218,"gmtModify":1580707382218,"voteId":737,"sort":5,"name":"跌10%-18%","userSize":70,"voted":false},{"id":2955,"gmtCreate":1580707382218,"gmtModify":1580707382218,"voteId":737,"sort":6,"name":"跌18%以上","userSize":61,"voted":false}]},"symbols":["LKNCY"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":1284,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":442,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":20,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/915390749"}
精彩评论