Citron，中文媒体翻译为“香橼”，是2011年做空猎杀中国概念股的主力之一，此前因“狙击”东南融通而名声大震。
$东南融通(LFT)$之后，Citron盯上斯凯，发布报告给予其3美元目标价，4个月后斯凯股价跌破3美元。尽管对于$斯凯(MOBI)$股价下跌，许多人认为并非Citron质疑所致。
Citron最新的质疑对象为$奇虎360(QIHU)$，截止昨日已发布三版报告，不过从股价波动情况来看，此次Citron质疑并不成功。
那么Citron何时、为何会盯上中国概念股？Citron如何选择质疑的对象，如何进行调查？Citron怎样完成质疑报告，又怎样保证报告准确？Citron下一个质疑目标又会是谁？
雪球此次邀请到Citron老板Andrew Left，与大家交流有关中概股做空话题，欢迎关注并提问。
值得补充的是，Seeking Alpha 调查发现Citron从事做空已有10年多，质疑过110多家公司。质疑过的中国概念股票包括13家：CTDC, CVDT, XFML, JRJC, EDU, SCOK, CHBT, BORN, CVVT, CCME, MOBI, LFT, QIHU。
访谈时间：今晚（12月8日）22:00-23:00
访谈嘉宾：Citron老板Andrew Left
访谈形式：关注Citron雪球账号（CitronResearch），访谈开始后英文提问请直接@CitronResearch ，中文提问请@klukoff ，凯会将中文问题翻译为英文
附：需要邀请码的同学请点击：https://xueqiu.com/service/apply_invitation
全部讨论
Hi,Andrew, As for investigation result of FMCN, we can see you have some inside evidence regarding CEO's brother's fraud problem, have got such inside paperwork? we could not image if can be got in formal way ,how is your team framework?.Another questions,besides China stocks, have you ever consider some other less developed countries, like mexico and south american stocks? Thanks for your time!
@CitronResearch :are you 100% confident of your number in report is ture? being an EC company, we lost bid by price of 1million yuan per month in Q3 and only got a cool site link down the 4th sreen by price of 320 thousand...:(
作为360的长期合作伙伴，看到了其快速增长的过程，为我们带来了精准的用户，ＲＯＩ合适，看好qihu
@CitronResearch In my opinion, muddy water makes emphasis on collecting the evidence, even investigation on site, while, your report always cites something unconfirmed to make a conclusion. do you think this is the mainly difference bewteen muddy water and citron?
@klukoff：互联网的商业模式，在中国互联网，什么商业模式都要有个美国样本，这个是过去时。截止目前，中国互联网用户突破了5亿，甚至比美国公民都多。有足够大的用户基础尝试符合中国用户习惯的商业模式。Andrew先生对于中国的互联网新商业模式，除了怀疑外，有时候也应该看看这个新模式，美国的互联网环境，有无可取之处，是为未来andrew先生对于不同与美国模式的商业提出质疑时候，首先要评估一下这个问题。
@CitronResearch：I just did a search on the internet and found that Alex Xu was NOT CFO at China Finance Online, you were saying that he WAS, why is that?
@klukoff @CitronResearch 个人认为 本次讨论最大的两个受益者 一个是前期被做空的XX（大家会觉得他象qihu一样被无知的机构做空了） 一个是本次活动的主办方i美股 明各大媒体 大肆报道本次讨论时 雪球 就变热点哈 不厚道的说 [哈哈]
@CitronResearch did you make an on-site or call investigation on the customers of Qihu regarding game APRU or revenue of link?