$高途(GOTU)$_老虎社区_美港股上老虎 - 老虎社区

$高途(GOTU)$$新东方(EDU)$$好未来(TAL)$浅谈政策高压下未来教育股走势的几个看法。从战略上看，各家会有不同的调整，比如转型k12直播大班课，发力成人教育职业教育素质教育等等。从战术上看，获客、运营方式都有了不同方式的转型，比如从信息流投放逻辑到私域地推再到大力发展转介绍等等。这些未来会起到什么样的变化不好说我也不好评判，但就从增长层面看已经过了飞速发展爆发式增长的阶段，教育弱产业化是未来十年必然的趋势，教育培训公司未来先考虑的是生存的问题然后再去考虑是否可以高速增长。未来5年先考虑自我造血能力和各项指标的健康度再考虑能否在这个基础上实现每年20%-30%的增长。作为散户投资者，只能从大的趋势下做小的预判，你没法去跟趋势作对，也尽量不要跟趋势作对，也不建议去做空因为你的风险承受能力不足以承担短期做空带来的波动，保护好你的本金是你现在唯一可以做的。

我对这事儿有想法

抛出一个观点、一种看法，虽然不一定对，也想听听虎友怎么看！

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

leyen
2021-07-16
leyen
企业增长不是核心问题，这一波的扩张来的太猛，本来就需要降温。现在只需要看政策要把这个市场调到几度而已。不要看了几个红头文件就提弱产业化，一味抑制市场不是最好的手段，这点通过对幼儿园的政策便能体会一二。未来十年，精英化教育不可逆，在公办教育资源不足的情况下，教培市场难言熄火。
- 道一先生:
  我只能说希望你的判断是对的，你可以相信自己的判断
爱我丿你pua了吗丿
2021-07-16
爱我丿你pua了吗丿
我说一句无论怎么转型竞争依然存在失去一个大蛋糕而在小蛋糕上厮杀空间依然很小完全可以不买这种政策利空会压制很多年偶尔出个短线机会长线依然成长空间不清晰
- 道一先生回复老李老吴和小李:
  盘子太小
- 老李老吴和小李回复道一先生:
  新东方可以持有一下。因为他现在投资的几个体育项目会未来发展起来
- 道一先生:
  是的
怎么又开始下跌了
2021-07-16
怎么又开始下跌了
看看国八条以后高端白酒的走势吧

发表看法

7

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3

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