戰略因為正確，而成功。
戰術因為成功，而正確。
當敵我雙方的戰略、戰術，都正確的時候，輸贏靠運氣。
運氣都是小事。
好電影能記錄那些小事是怎麼發生的，以史為鑑。
別把茶杯裡的風暴，不當事。
渾水，做空中概股，是戰略。最近，逮住了瑞幸咖啡。
巴菲特，斬倉虧損500億美元、持有現金1370億美元現金，只看跌，不抄底，是戰術。決定他輸贏的是全球疫情政治。
CNNIC數據，中國網民9.04億，月薪5000元以下的6.5億，市場確實利好，拼多多。
開域集團，確實牛，一站式數字營銷公司，能把新零售的線下大數據獲客技術，整合成，防疫的測溫設備，出口捐贈到韓國醫院。
但，反腐這種事兒，是小事嗎？
一家電商，還是上市公司的電商。
選擇一站式數字營銷公司做合作伙伴，最怕的風險就是三個：
1.數據造假
2.隱私洩露
3.醜聞關聯
因為，這三個風險對應的，影響上市公司股價的關鍵因素是：
1.財務數據造假
2.法律監管風險
3.用戶口碑流失
涉及一家電商、一家一站式數字營銷公司，影響40億廣告預算的，行賄刑事案件，是小事嗎？
在互聯網上，每一篇報道，都是茶杯裡的風暴。
2020年4月27日。騰訊新聞：年報一出激起千層浪，拼多多活躍用戶超京東直逼阿里
2020年4月29日。Reuters：《Exclusive: China's Pinduoduo alerts police to suspected bribery involving Cue manager, sources say》
2020年4月30日。新浪財經：《外媒：拼多多自揭家醜 舉報員工涉嫌收取開域經理賄賂》
2020年5月01日。開域集團新聞稿：《防疫無國界 開域集團科技助力全球抗疫》
------------原文照抄的分隔線---------------
《外媒：拼多多自揭家醜 舉報員工涉嫌收取開域經理賄賂》
據兩位直接知情人士透露，中國電商企業拼多多的一名員工涉嫌接受數字營銷公司開域集團（Cue Holdings）一名經理的賄賂，拼多多已向上海警方報案。
其中一位消息人士稱，拼多多懷疑開域一名銷售經理去年為贏得與一項40億元人民幣廣告預算有關的項目，向拼多多的一位經理行賄。行賄總額超過200萬元人民幣。
據路透看到的一封電子郵件和上述同一信源，持有開域集團66.7%股權的KKR高層已得知此事，並正在自行展開調查。
兩位消息人士稱，涉事的開域經理名為潘凱，拼多多的經理名為陳瑞侃。消息人士沒有對媒體發表看法的授權，因此不願具名。
在回覆置評請求的電子郵件，開域集團表示：“確實有一個案件正在調查中，涉及一名拼多多員工受賄，其中還涉及一名已離職的開域集團前僱員。”
該公司以案件正在調查為由拒絕發表進一步評論。
開域集團表示，絕不容忍任何違反合規要求的行為。
無法聯繫潘陳二人置評。
因案件正在調查中，拼多多的發言人拒絕置評。
“我們有嚴格的反腐和舉報措施，將積極與當局配合，上報任何涉嫌腐敗的案例，”她說。
KKR表示已經知道這些指控，但鑑於當局的調查，不宜進一步置評。
“KKR致力於在我們所投資的公司中形成強大的合規文化，並非常認真地對待這些指控，”該公司稱。
《Exclusive: China's Pinduoduo alerts police to suspected bribery involving Cue manager, sources say》
Julie Zhu, Keith Zhai, Kane Wu
HONG KONG/SINGAPORE (Reuters) - Chinese e-commerce firm Pinduoduo Inc has referred a case of suspected bribery of one of its staff by a manager at digital advertising firm Cue Holdings to the Shanghai police, according to two people with direct knowledge of the matter.
Pinduoduo (PDD.O) suspects a Cue sales manager bribed a Pinduoduo manager to win work related to an advertising budget of close to 4 billion yuan ($565 million) last year, one of the sources said. The bribe totalled over 2 million yuan ($282,346.30), the source said.
Senior executives for KKR (KKR.N), which controls 66.7% of Cue, are aware of the issue and are making their own inquiries, according to an email exchange reviewed by Reuters and the same source.
The two managers - Pan Kai from Cue and Chen Ruikan from Pinduoduo - have both been arrested on suspicion of commercial bribery, the two sources said. The sources declined to be identified as they are not authorised to speak to the media.
Before news of the arrest, Cue said in an email: “There is indeed a case under investigation about a Pinduoduo staff member involved in taking bribes, which also involves an ex-employee of Cue Holdings who has left the company.”
It said it did not condone any violations of compliance requirements and didn’t immediately respond to a request for further comment on Wednesday.
Shanghai prosecutors could not be reached for comment outside of normal business hours and the Shanghai police did not respond to a faxed request for comment.
Pan and Chen could not be reached for comment.
A spokeswoman for Pinduoduo declined to comment on the case or the arrest while an investigation is underway.
“We have stringent anti-corruption and whistleblower measures in place, and work proactively with the authorities to report any suspected corruption cases,” she said, adding the company had reported 18 corruption-related cases to authorities this year.
KKR said it was aware of the allegations but that it was not appropriate to comment further given the authorities’ investigation.
“KKR is committed to a strong compliance culture within our portfolio companies and takes these allegations very seriously,” the firm said.
【INTERNAL BUSINESS REVIEW】
Cue last year appointed Morgan Stanley (MS.N) and Credit Suisse (CSGN.S) to lead work on a New York initial public offering expected later this year, of between $300 million and $400 million, Reuters has previously reported.
Credit Suisse and Morgan Stanley declined to comment.
Pinduoduo (PDD.O) referred the matter to the Shanghai police in December after an internal business review, the two people said. Cue and Pinduoduo are based in Shanghai.
Emails seen by Reuters and sent anonymously in early April to KKR executives including Ming Lu, head of Asia-Pacific, and regional compliance head Kapil Kirpalani, outlined the claims of wrongdoing.
In a reply on April 4, also reviewed by Reuters, Kirpalani acknowledged receipt of the email and said that the allegations were “taken very seriously by KKR.” He asked for the continued assistance of the anonymous writer to comprehensively investigate the matters.
Lu and Kirpalani declined to comment via a KKR spokeswoman.
KKR formed Cue in early 2018 from four separate firms, with the aim of building a one-stop digital marketing company in China. The private equity firm has three representatives on Cue’s five-member board.
Reporting by Julie Zhu and Kane Wu in Hong Kong and Keith Zhai in Singapore; Editing by Jennifer Hughes and Neil Fullick
備註，原文標題+鏈接：
1.防疫無國界 開域集團科技助力全球抗疫
2.外媒：拼多多自揭家醜 舉報員工涉嫌收取開域經理賄賂_新浪財經_新浪網
3.騰訊新聞：年報一出激起千層浪，拼多多活躍用戶超京東直逼阿里
4.Reuters：《Exclusive: China's Pinduoduo alerts police to suspected bribery involving Cue manager, sources say》
