$有道(DAO)$ _老虎社区_美港股上老虎 - 老虎社区

响亮的名字gopo

$有道(DAO)$ 上线一年多，“双减”政策简直就是一面镜子，有的教培类机构倒下，继续生存的往往是那些及时跳出熟悉的舒适圈，探索新的路子的企业。也观察了蛮久，$新东方(EDU)$ 从英语教育到直播卖货，跨度相当之大。另外一个就是网易有道了，拥抱素质教育，入局成人职业教育，2022年四季度营收达到14.5亿元，同比增长38.6%，首次实现单季度净利润为正，确实证明了赛道切换成功

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

lfbdep1
2023-02-24
lfbdep1
新东方转型做直播卖货，网易有道做素质教育和成人教育，赛道切换都够快的
- 奇迹不是做出来的:
  看到网易有道的业绩，感觉教培行业有了新的方向，至少开始回暖了。
许书现
2023-02-24
许书现
这么看，网易还是没有脱离教育行业，只是垂直细分领域更换了
seibiq42
2023-02-24
seibiq42
现在看来，素质教育、成人教育是个香饽饽，网易有道的前瞻性不错
万年冰封
2023-02-24
万年冰封
存在即合理，双减政策肯定有道理，网易有道的转型速度确实快，不然也倒下了

发表看法

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