战略因为正确，而成功。
战术因为成功，而正确。
当敌我双方的战略、战术，都正确的时候，输赢靠运气。
运气都是小事。
好电影能记录那些小事是怎么发生的，以史为鉴。
别把茶杯里的风暴，不当事。
浑水，做空中概股，是战略。最近，逮住了瑞幸咖啡。
巴菲特，斩仓亏损500亿美元、持有现金1370亿美元现金，只看跌，不抄底，是战术。决定他输赢的是全球疫情政治。
CNNIC数据，中国网民9.04亿，月薪5000元以下的6.5亿，市场确实利好，拼多多。
开域集团，确实牛，一站式数字营销公司，能把新零售的线下大数据获客技术，整合成，防疫的测温设备，出口捐赠到韩国医院。
但，反腐这种事儿，是小事吗？
一家电商，还是上市公司的电商。
选择一站式数字营销公司做合作伙伴，最怕的风险就是三个：
1.数据造假
2.隐私泄露
3.丑闻关联
因为，这三个风险对应的，影响上市公司股价的关键因素是：
1.财务数据造假
2.法律监管风险
3.用户口碑流失
涉及一家电商、一家一站式数字营销公司，影响40亿广告预算的，行贿刑事案件，是小事吗？
在互联网上，每一篇报道，都是茶杯里的风暴。
2020年4月27日。腾讯新闻：年报一出激起千层浪，拼多多活跃用户超京东直逼阿里
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。新浪财经：《外媒：拼多多自揭家丑 举报员工涉嫌收取开域经理贿赂》
2020年5月01日。开域集团新闻稿：《防疫无国界 开域集团科技助力全球抗疫》
------------原文照抄的分隔线---------------
《外媒：拼多多自揭家丑 举报员工涉嫌收取开域经理贿赂》
据两位直接知情人士透露，中国电商企业拼多多的一名员工涉嫌接受数字营销公司开域集团（Cue Holdings）一名经理的贿赂，拼多多已向上海警方报案。
其中一位消息人士称，拼多多怀疑开域一名销售经理去年为赢得与一项40亿元人民币广告预算有关的项目，向拼多多的一位经理行贿。行贿总额超过200万元人民币。
据路透看到的一封电子邮件和上述同一信源，持有开域集团66.7%股权的KKR高层已得知此事，并正在自行展开调查。
两位消息人士称，涉事的开域经理名为潘凯，拼多多的经理名为陈瑞侃。消息人士没有对媒体发表看法的授权，因此不愿具名。
在回复置评请求的电子邮件，开域集团表示：“确实有一个案件正在调查中，涉及一名拼多多员工受贿，其中还涉及一名已离职的开域集团前雇员。”
该公司以案件正在调查为由拒绝发表进一步评论。
开域集团表示，绝不容忍任何违反合规要求的行为。
无法联系潘陈二人置评。
因案件正在调查中，拼多多的发言人拒绝置评。
“我们有严格的反腐和举报措施，将积极与当局配合，上报任何涉嫌腐败的案例，”她说。
KKR表示已经知道这些指控，但鉴于当局的调查，不宜进一步置评。
“KKR致力于在我们所投资的公司中形成强大的合规文化，并非常认真地对待这些指控，”该公司称。
《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
备注，原文标题+链接：
1.防疫无国界 开域集团科技助力全球抗疫
2.外媒：拼多多自揭家丑 举报员工涉嫌收取开域经理贿赂_新浪财经_新浪网
3.腾讯新闻：年报一出激起千层浪，拼多多活跃用户超京东直逼阿里
4.Reuters：《Exclusive: China's Pinduoduo alerts police to suspected bribery involving Cue manager, sources say》