$高途(GOTU)$_老虎社区_美港股上老虎

盘后交易员

2021-07-23

$高途(GOTU)$$好未来(TAL)$$新东方(EDU)$中央明确不能有资本运作了，未来只有两条路，一是转型做职业培训，先不讲转型能不能成功，这个行业蛋糕小了很多，二就是退市！手里还有票子被套的，不妨做空一波，说不定还能捞点

教育股再遭重击，你怎么看？

监管发布《关于进一步减轻义务教育阶段学生作业负担和校外培训负担的意见》的通知》，此外，中金下调多只教育股的目标价及评级，受此影响，新东方持续下挫，现跌超40%，报32.40港元，股价创上市以来新低，最新市值555.41亿港元，你怎么看？

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

兔蛋蛋
2021-07-23
兔蛋蛋
都那个价格了，还做空？有意义吗？要么隔了，要么赌下去！输了就当送了！中国的政策不长久，教育市场大，迟早会回来！
- 卖牛牛的虎宝宝回复盘后交易员:
  传统教育几千年了，清洗掉的是扰乱全局的机构。龙头大概率可以幸存，然后吃掉绝大部分的市场。明显的供给侧机会。还不懂看看钢铁、水泥行业的大清洗政策
- 盘后交易员:
  有点天真了呀兄得
快乐的熊先生
2021-07-23
快乐的熊先生
下周一必报复性反弹40%
- 盘后交易员:
  兄得，你看的不清楚呀， $普普文化(CPOP)$ 你就说周一反弹30个点，结果不还是一路向下
雪山直升飞机
2021-07-23
雪山直升飞机
好未来可以直接开民办中小学，私立的，大把人上，这个底必须捞。年内重返50以上。别说没给你十倍机会。
最靓的星仔
2021-07-23
最靓的星仔
消息都没证实你在煞有其事的分析啥
- 荃绿有:
  同花顺已经证实了。确实消息。
怎么又开始下跌了
2021-07-23
怎么又开始下跌了
不要拿假消息来煞有介事的分析
wyw656141
2021-07-23
wyw656141
现在做空？睡醒了？你先来一个

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