这封信M的个人主页 - 老虎社区

这封信M

这封信M

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IP属地：湖南

71关注

9粉丝

4主题

0勋章

2021-06-09

自媒体只会抓热点蹭流量，压根不去管消息的真实性

@航天者Spark: 远离比特币等虚拟币，都是击鼓传花游戏，价格将入地下室，价值归零。

2021-05-14

$AMC院线(AMC)$精彩！

2021-02-03

$游戏驿站(GME)$ 又停牌[抠鼻]

2021-01-30

$游戏驿站(GME)$广告牌🪧

2021-01-30

$游戏驿站(GME)$ ！！！

2021-01-30

$游戏驿站(GME)$又搞鬼？

2021-01-30

$游戏驿站(GME)$Robinhood只能买一股了

2021-01-30

$游戏驿站(GME)$Robinhood只能买一股了...

2021-01-30

[强]

@史泰郎:$游戏驿站(GME)$以现在的趋势，收盘的时候换手率差不多爬到100左右，基本就是按照剧本走了。不要乱节奏，收盘前依旧拿死了，盘后随便你们浪。

2021-01-30

$游戏驿站(GME)$空头急了

2021-01-30

$游戏驿站(GME)$加油大盘要崩了

2021-01-30

$游戏驿站(GME)$大佬说话了珍惜这次机会

2021-01-29

$游戏驿站(GME)$[强] [强] [强]

2021-01-29

$游戏驿站(GME)$[得意] [得意] [得意]

2021-01-22

$RLX科技(RLX)$人均5股吧[冷漠]

2021-01-12

想取代比亚迪起码得有走量的车

抱歉，原内容已删除

2020-11-21

意思是造假是行规吧[捂脸]

被指90%直播收入造假，欢聚集团再次反驳浑水：不了解整个行业

2020-11-21

直播行业的造假还有底气反驳？

抱歉，原内容已删除

2020-11-21

$小鹏汽车(XPEV)$ $特斯拉(TSLA)$ 做空池剩余100股

2020-10-14

$苹果(AAPL)$ 发布会效果一流但是真的没啥感觉了

去老虎APP查看更多动态

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15:22","market":"sh","language":"zh","title":"被指90%直播收入造假，欢聚集团再次反驳浑水：不了解整个行业","url":"https://stock-news.laohu8.com/highlight/detail?id=2085586812","media":"澎湃新闻","summary":"被指90%直播收入造假，欢聚集团再次反驳浑水：不了解整个行业JOYY还将继续执行3亿美元股票回购计划。截至发稿，欢聚集团股价大涨16.9%至86.11美元，总市值为69.73亿美元。周三收盘，欢聚集团股价暴跌26.48%，报73.66美元。当日稍晚，针对浑水做空报告，欢聚集团作出回应称：浑水的报告充满了对直播行业和直播生态的无知，报告中逻辑不清、数据混乱、以偏概全，包含了大量的错误。","content":"<div>\n<p>原标题：被指90%直播收入造假，欢聚集团再次反驳浑水：不了解整个行业JOYY还将继续执行3亿美元股票回购计划。 文丨猎云网 ID：ilieyun编辑丨王非今日，欢聚集团在官网发布声明反驳浑水称：相关报告包含大量错误的信息和陈述，以及误导性结论。公告中表示，浑水的质疑是因为不了解整个直播行业的商业模式，JOYY相关的运营数据都有同行业数据可参考，符合行业逻辑。直播已成为互联网行业的重要收入手段。已有...</p>\n\n<a href=\"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2020-11-21/doc-iiznezxs2995938.shtml\">网页链接</a>\n\n</div>\n","source":"sina_symbol","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\" 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href=http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2020-11-21/doc-iiznezxs2995938.shtml><strong>澎湃新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题：被指90%直播收入造假，欢聚集团再次反驳浑水：不了解整个行业JOYY还将继续执行3亿美元股票回购计划。 文丨猎云网 ID：ilieyun编辑丨王非今日，欢聚集团在官网发布声明反驳浑水称：相关报告包含大量错误的信息和陈述，以及误导性结论。公告中表示，浑水的质疑是因为不了解整个直播行业的商业模式，JOYY相关的运营数据都有同行业数据可参考，符合行业逻辑。直播已成为互联网行业的重要收入手段。已有...</p>\n\n<a href=\"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2020-11-21/doc-iiznezxs2995938.shtml\">网页链接</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://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2020-11-21/doc-iiznezxs2995938.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2085586812","content_text":"原标题：被指90%直播收入造假，欢聚集团再次反驳浑水：不了解整个行业JOYY还将继续执行3亿美元股票回购计划。 文丨猎云网 ID：ilieyun编辑丨王非今日，欢聚集团在官网发布声明反驳浑水称：相关报告包含大量错误的信息和陈述，以及误导性结论。公告中表示，浑水的质疑是因为不了解整个直播行业的商业模式，JOYY相关的运营数据都有同行业数据可参考，符合行业逻辑。直播已成为互联网行业的重要收入手段。已有多家知名的互联网上市公司，以直播作为主要收入来源。同时，为了反驳回水报告中对于公司利润真实性的质疑，欢聚集团表示：可以提供海内外现金余额和银行存款对账单，被有能力的第三方机构做现金确认和调查。值得一提的是，在公告中，欢聚集团提到，公司在2020年8月，经董事会同意，在未来三年派息3亿美元，并且在2020年第三季度已支付2500万美元分红。公告还称，JOYY收购BIGO时，严格遵循了应有的公司治理流程，并获得了所有必要的批准。自收购20个月以来，BIGO收入从2019年第二季度 1.81亿美元快速增长到2020年第三季度4.90亿美元。在AppAnnie发布的9月全球非游戏类应用的收入排名中，Bigo live排名第六。此外，JOYY还将继续执行3亿美元股票回购计划。截至发稿，欢聚集团股价大涨16.9%至86.11美元，总市值为69.73亿美元。浑水做空欢聚集团：YY直播90%的收入是假的 昨日，知名做空机构浑水（Muddy Waters Research）创始人Carson Block表示，正沽空中概股欢聚集团。浑水在一份简短的报告中称，调查显示YY直播有大约90%都是欺诈行为，是一个虚假的生态系统。高收入直播表演者的收入只占报告总额的一小部分。浑水表示，通过分析近1.5亿笔交易，数据显示YY直播有约50%的礼物打赏收入来自YY服务器，另外有约40%的收入来自外部机器人或者主播刷单。周三收盘，欢聚集团股价暴跌26.48%，报73.66美元。浑水在做空报告中称：“我们做空欢聚集团，因为我们断定YY直播是一场数十亿美元的商业欺诈。我们得出的结论是，YY的实际业务只是其报告规模的一小部分，该公司报告的用户指标、收入、现金余额都是欺诈性的。我们的结论不仅适用于YY直播业务，而且也适用于YY的在线约会业务Bigo，以及其他一些业务。具体而言，YY报告的合并收入中约有84%是欺诈性的。即使将我们的基本假设情况改为对公司更有利的假设，合并欺诈收入也约为73%。”浑水还喊话百度称：“当你用接近7%市值相等的现金，收购一个完全虚假的业务时，你的尽职调查哪里去了？尽调怎么可能没有发现如此大规模的欺诈行为？如果百度认为自己尊重市场道德与法律，那就让我们看看。”当日稍晚，针对浑水做空报告，欢聚集团作出回应称：浑水的报告充满了对直播行业和直播生态的无知，报告中逻辑不清、数据混乱、以偏概全，包含了大量的错误。押注直播，百度36亿美元收购YY 11月17日，百度宣布与欢聚集团签署最终约束性协议，全资收购欢聚集团国内直播业务（即“YY直播”），总交易金额约为36亿美元，交易预期将于2021年上半年完成交割。YY直播作为百度发力直播赛道的一块拼图正式嵌入百度移动生态版图。从这两年的大环境来看，直播已经成为移动互联网变现的重要手段。在直播行业出现之前，移动端的变现渠道主要是游戏、广告和电商。直播的出现让直播打赏和直播电商成为强劲的现金牛。对于流量充足的百度来说，要想实现广告收入以外的多元化变现，发力直播是一个方向。从业务角度来看，YY直播的加入能够补强百度的直播业务，帮助百度提升在直播领域的竞争力。2008年至今，YY直播已经有12年的历史，是国内领先的泛娱乐直播平台。YY直播成熟的运营团队、技术能力和主播队伍有助于百度迅速构建运营体系，快速切入直播赛道。YY直播的加入还能丰富百度的内容生态，提升用户粘性。此外，从百度的整体发展来看，收购YY直播对百度更大的意义在于拓宽了百度移动生态的多元化变现能力。天眼查App显示，欢聚集团的关联公司为广州华多网络科技有限公司，该公司成立于2005年4月，法定代表人为李婷，注册资本为1亿人民币，经营范围包括计算机技术开发、技术服务；科技中介服务；网络技术的研究、开发；群众参与的文艺类演出、比赛等公益性文化活动的策划；安全智能卡类设备和系统制造；文化娱乐经纪人等。工商的股东信息显示，北京途达科技有限责任公司为第一大股东，持股99%，李学凌为第二股东，持股0.5%，另外，股东中还包含雷军，持股0.44%。该公司的疑似实际控制人与最终受益人均为李学凌，持股比例为97.22%。天眼查App显示，目前，该公司有数十家对外投资，包括广州聚联云科技有限公司、深圳市火柴人网络科技有限公司、广州奕凌网络科技有限公司等。值得一提的是，11月17日，欢聚集团（Nasdaq:YY，原“欢聚时代”）发布了截至9月30日的2020年第三季度财报，净收入同比增长36.1%至62.864亿元 （9.259亿美元）， 而2019年同期为46.173亿元。净利润为23.032亿元（3.392亿美元），而2019年同期为6180万元。非美国通用会计准则下，净利润为8.094亿元（1.192亿美元），而2019年同期为4.934亿元。以下为公告全文：欢聚集团反驳浑水报告1. 昨日，浑水发布关于JOYY的做空报告，引发市场焦虑和不安，导致股价异常波动。本公司认为，该报告包含大量错误的信息和陈述，以及误导性结论。2. 浑水的质疑是因为不了解整个直播行业的商业模式，JOYY相关的运营数据都有同行业数据可参考，符合行业逻辑。直播已成为互联网行业的重要收入手段。已有多家知名的互联网上市公司，以直播作为主要收入来源。3. 公司有强大的现金流和现金储备。为了反驳浑水报告对于公司利润真实性的质疑，公司可以提供海内外现金余额和银行存款对账单，被有能力的第三方机构做现金确认和调查。在2020年8月，经董事会同意，在未来三年派息3亿美元，并且在2020年第三季度已支付2500万美元分红，也印证了公司对于强大现金流的信心。4. 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