It has been a good week for short sellers. Muddy Waters, run by short seller Carson Block, triumphed with two bets on Chinese companies where it alleged frauds. The after-effects, which are spreading to other US-listed Chinese peers, should spur more gains for market sceptics.
对做空者来说，这是令人愉快的一周。由做空者卡森•布洛克(Carson Block)经营的浑水研究公司(Muddy Waters)接连赌对了两把，它关于两家中国公司存在欺诈行为的说法都得到了证实。这件事造成的后续影响正扩散到其他在美国上市的中国公司，市场怀疑论者应该还会有更多斩获。
Shares in China’s Starbucks rival Luckin Coffee had plunged 84 per cent this month, until trading was halted on Tuesday. The group admitted to fabricated sales amounting to as much as 44 per cent of last year’s revenues. Muddy Waters, which had disclosed a short position in January, stands to profit handsomely.
瑞幸咖啡(Luckin Coffee)相当于中国的星巴克(Starbucks)，其股票在周二停牌之前，本月以来暴跌84%。该集团承认去年捏造的销售额多达营收的44%。浑水在今年1月披露持有瑞幸空头头寸，这下子肯定大赚了一笔。