快涨起来的个人主页 - 老虎社区

快涨起来

快涨起来

暂无个人介绍

IP属地：北京

26关注

59粉丝

1主题

0勋章

2020-06-12

$跟谁学(GSX)$短期目标千亿人民币，长期千亿美金

第一上海证券发布做多报告力挺跟谁学：公司规模可达千亿

2021-05-26

$高途(GOTU)$高途

2020-05-13

$跟谁学(GSX)$明年2月份保底到80，可能到100，立帖为证

2023-11-07

$高途(GOTU)$ 哎呀，要发财报了

2021-06-06

$高途(GOTU)$目前的政策看来极大削弱了高途的对手

2020-06-08

$跟谁学(GSX)$ 空票又没有了，等空头们平仓的时候不要发生踩踏事件

2023-01-28

$高途(GOTU)$ 恭喜拉总粉丝破百万

2023-06-15

$高途(GOTU)$ 今天大A都涨了，你今晚要不涨20%好意思吗？

2019-08-29

$中烟香港(06055)$会跌到6块

2019-10-25

$有道(DAO)$现场竞价太激烈了？

2023-02-27

$高途(GOTU)$ 我想知道明晚的业绩会和直播同时进行，拉总怎么分身？

2021-09-23

$高途(GOTU)$一季度营收19.4亿，k12为19.16亿，成人只有0.24亿；二季度营收22.32，k12为20.91，成人已经到了1.41亿。相比一季度已经翻了5.87倍。三季度看好成人收入到4亿以上。

2023-01-23

$高途(GOTU)$ 大过年的，今天能不能破4？

2021-07-24

$高途(GOTU)$这份文件是减轻义务教育阶段的，是不是高中不在这个限制里面？？

2023-03-22

$高途(GOTU)$ 我选择死磕高途

2021-06-16

假期不让补课，孩子会变本加厉的玩游戏吧

中概教育股再遭血洗！传下周将出台更为严格的课外辅导新规

2021-05-28

$高途(GOTU)$说明一下，小早是独立运营的公司，不是高途的业务，小早的所有支出和收入是不算在上市的财报里

2021-05-28

$高途(GOTU)$有没有谁知道盘尾的383万股大单意味着什么？

2019-10-17

$中烟香港(06055)$跌吧，别再挣扎了

2021-06-25

$高途(GOTU)$今晚能到17吗？

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":3521590769441177,"uuid":"3521590769441177","gmtCreate":1558674020016,"gmtModify":1686704840854,"name":"快涨起来","pinyin":"kzqlkuaizhangqilai","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/6a7b9327c1dcbbeacb1255b6fe157d3c","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":59,"headSize":26,"tweetSize":53,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":1,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":1,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"93.54%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.03","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"93.41%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"93.84%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},"individualDisplayBadges":null,"crmLevel":7,"crmLevelSwitch":0,"location":"北京","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":253989936582928,"gmtCreate":1703045567596,"gmtModify":1703045569488,"author":{"id":"3521590769441177","authorId":"3521590769441177","name":"快涨起来","avatar":"https://static.tigerbbs.com/6a7b9327c1dcbbeacb1255b6fe157d3c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"说跌90%是不对的，不能拿一天的最高低值和最高峰对比","listText":"说跌90%是不对的，不能拿一天的最高低值和最高峰对比","text":"说跌90%是不对的，不能拿一天的最高低值和最高峰对比","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/253989936582928","repostId":"1105432106","repostType":2,"repost":{"id":"1105432106","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1702999027,"share":"https://www.laohu8.com/m/news/1105432106?lang=&edition=full","pubTime":"2023-12-19 23:17","market":"us","language":"zh","title":"高途盘中反弹逾4%，CEO陈向东回应直播在线人数暴跌","url":"https://stock-news.laohu8.com/highlight/detail?id=1105432106","media":"老虎资讯综合","summary":"用数据的高低来证明是否成功，容易造成一种假象。","content":"<html><head></head><body><p>周五，高途自昨日的大跌中恢复过来，股价低开高走，截至发稿涨幅超4%。消息面上，高途CEO陈向东在直播中回应高途佳品直播间在线人数从10万人跌至4000人。陈向东表示，用数据的高低来证明是否成功，容易造成一种假象。当潮水退去，要脚踏实地地做以前做的事；真正的高手是要有平常心的，不要因为别人的评价有坏心情，也不要因为别人的表扬冲昏头脑，我们要成为最好的自己。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eaa38bff4752fed2dc05753bbc92107b\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>高途盘中反弹逾4%，CEO陈向东回应直播在线人数暴跌</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n高途盘中反弹逾4%，CEO陈向东回应直播在线人数暴跌\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2023-12-19 23:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周五，高途自昨日的大跌中恢复过来，股价低开高走，截至发稿涨幅超4%。消息面上，高途CEO陈向东在直播中回应高途佳品直播间在线人数从10万人跌至4000人。陈向东表示，用数据的高低来证明是否成功，容易造成一种假象。当潮水退去，要脚踏实地地做以前做的事；真正的高手是要有平常心的，不要因为别人的评价有坏心情，也不要因为别人的表扬冲昏头脑，我们要成为最好的自己。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eaa38bff4752fed2dc05753bbc92107b\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/192cd0abcea5781640ea6a068aa12601","relate_stocks":{"GOTU":"高途"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105432106","content_text":"周五，高途自昨日的大跌中恢复过来，股价低开高走，截至发稿涨幅超4%。消息面上，高途CEO陈向东在直播中回应高途佳品直播间在线人数从10万人跌至4000人。陈向东表示，用数据的高低来证明是否成功，容易造成一种假象。当潮水退去，要脚踏实地地做以前做的事；真正的高手是要有平常心的，不要因为别人的评价有坏心情，也不要因为别人的表扬冲昏头脑，我们要成为最好的自己。","news_type":1},"isVote":1,"tweetType":1,"viewCount":523,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":251648939978816,"gmtCreate":1702474919175,"gmtModify":1702474923235,"author":{"id":"3521590769441177","authorId":"3521590769441177","name":"快涨起来","avatar":"https://static.tigerbbs.com/6a7b9327c1dcbbeacb1255b6fe157d3c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$&nbsp;</a>三万人了","listText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$&nbsp;</a>三万人了","text":"$高途(GOTU)$ 三万人了","images":[{"img":"https://static.tigerbbs.com/ed389a9aa1225edadac67bb85ff4f50b","width":"1088","height":"2400"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/251648939978816","isVote":1,"tweetType":1,"viewCount":447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":238887413600464,"gmtCreate":1699349082437,"gmtModify":1699349083689,"author":{"id":"3521590769441177","authorId":"3521590769441177","name":"快涨起来","avatar":"https://static.tigerbbs.com/6a7b9327c1dcbbeacb1255b6fe157d3c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$&nbsp;</a>哎呀，要发财报了","listText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$&nbsp;</a>哎呀，要发财报了","text":"$高途(GOTU)$ 哎呀，要发财报了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/238887413600464","isVote":1,"tweetType":1,"viewCount":837,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":214357348753560,"gmtCreate":1693374255762,"gmtModify":1693374256726,"author":{"id":"3521590769441177","authorId":"3521590769441177","name":"快涨起来","avatar":"https://static.tigerbbs.com/6a7b9327c1dcbbeacb1255b6fe157d3c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$&nbsp;</a>果然不出意外的超预期，高途加油","listText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$&nbsp;</a>果然不出意外的超预期，高途加油","text":"$高途(GOTU)$ 果然不出意外的超预期，高途加油","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/214357348753560","isVote":1,"tweetType":1,"viewCount":501,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":768464035889232,"gmtCreate":1687937716346,"gmtModify":1687937717697,"author":{"id":"3521590769441177","authorId":"3521590769441177","name":"快涨起来","avatar":"https://static.tigerbbs.com/6a7b9327c1dcbbeacb1255b6fe157d3c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/768464035889232","repostId":"758905793233360","repostType":1,"repost":{"id":758905793233360,"gmtCreate":1687323270582,"gmtModify":1687324940857,"author":{"id":"3584668549651208","authorId":"3584668549651208","name":"财视传媒","avatar":"https://static.tigerbbs.com/b70d2edc7f9d9aaa1a3aa7bbad52063e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"高途陈向东：创业九年，错误就是你成长路上最好的养分","htmlText":"序 “你们都是迷惘的一代！” ——格特鲁德·斯泰因 在一个即使放眼全球都看似市场低迷、信心不振、前景未明的年代，我们为什么要“十问企业家”？ 实际上，越是身处暗夜，越是需要光明，越是置身迷雾，越是需要榜样。有时候，希望或者榜样，可能只是别人的一个微笑，一句打动你的话，或是某种认知的提升、思想的升华，他山之石，均能予人以启发。 无论时代如何变化，企业家精神是不会改变的，他们永远是勇于冒险、敢于创新的群体，有人形容，冒险乃是他们的天性、创新则是他们的灵魂，何其准确！更重要的是，他们孜孜以求的创新及持续不断的开拓，均能不同程度地具备普惠性乃至普世价值。 当然，面临百年未有之大变局，他们也会迟疑彷徨，他们也会有新的困惑，他们也会面临更为艰难的抉择。 回顾过往，几十年前，“现代管理之父”德鲁克提出了经典的“德鲁克五问”：1. 我们的使命是什么？2. 我们的顾客是谁？3. 我们的顾客重视什么？4. 我们追求的成果是什么？5. 我们的计划是什么？正是这五个看似简单但却引人深思、令人反省的问题，影响了成千上万的企业家，并促使他们思考、决策，最终让企业锚定正确的航向，跨越迷雾、穿越周期。 我们设定的这些问题，初衷也在于此。我们试图让企业家从初心、追求、梦想、组织、家庭及时代等各个不同层面及维度深入思考，并就关键问题给出自己的答案；这些答案或许并不精彩，也不见得振聋发聩，但却代表了这个时代的这个群体中每一个个体的见解。 “这颗沉思而孤独的灵魂常常仰躺在草地上，看着蓝天和白云，放纵思想的野马，思考宇宙、思考人生，内心充满矛盾和欲望、希望和失望。”122年前获得1901年首届诺贝尔文学奖的法国作家苏利·普吕多姆在他的诗集《孤独与沉思》中如此写道。如今，这不也正是我们以及诸多企业家的真实写照吗？ “上帝说要有光，于是就有了光。”未来已来，我们仍要相信相信的力量，是为十问。 正文 临近傍晚，余晖未尽。","listText":"序 “你们都是迷惘的一代！” ——格特鲁德·斯泰因 在一个即使放眼全球都看似市场低迷、信心不振、前景未明的年代，我们为什么要“十问企业家”？ 实际上，越是身处暗夜，越是需要光明，越是置身迷雾，越是需要榜样。有时候，希望或者榜样，可能只是别人的一个微笑，一句打动你的话，或是某种认知的提升、思想的升华，他山之石，均能予人以启发。 无论时代如何变化，企业家精神是不会改变的，他们永远是勇于冒险、敢于创新的群体，有人形容，冒险乃是他们的天性、创新则是他们的灵魂，何其准确！更重要的是，他们孜孜以求的创新及持续不断的开拓，均能不同程度地具备普惠性乃至普世价值。 当然，面临百年未有之大变局，他们也会迟疑彷徨，他们也会有新的困惑，他们也会面临更为艰难的抉择。 回顾过往，几十年前，“现代管理之父”德鲁克提出了经典的“德鲁克五问”：1. 我们的使命是什么？2. 我们的顾客是谁？3. 我们的顾客重视什么？4. 我们追求的成果是什么？5. 我们的计划是什么？正是这五个看似简单但却引人深思、令人反省的问题，影响了成千上万的企业家，并促使他们思考、决策，最终让企业锚定正确的航向，跨越迷雾、穿越周期。 我们设定的这些问题，初衷也在于此。我们试图让企业家从初心、追求、梦想、组织、家庭及时代等各个不同层面及维度深入思考，并就关键问题给出自己的答案；这些答案或许并不精彩，也不见得振聋发聩，但却代表了这个时代的这个群体中每一个个体的见解。 “这颗沉思而孤独的灵魂常常仰躺在草地上，看着蓝天和白云，放纵思想的野马，思考宇宙、思考人生，内心充满矛盾和欲望、希望和失望。”122年前获得1901年首届诺贝尔文学奖的法国作家苏利·普吕多姆在他的诗集《孤独与沉思》中如此写道。如今，这不也正是我们以及诸多企业家的真实写照吗？ “上帝说要有光，于是就有了光。”未来已来，我们仍要相信相信的力量，是为十问。 正文 临近傍晚，余晖未尽。","text":"序 “你们都是迷惘的一代！” ——格特鲁德·斯泰因 在一个即使放眼全球都看似市场低迷、信心不振、前景未明的年代，我们为什么要“十问企业家”？ 实际上，越是身处暗夜，越是需要光明，越是置身迷雾，越是需要榜样。有时候，希望或者榜样，可能只是别人的一个微笑，一句打动你的话，或是某种认知的提升、思想的升华，他山之石，均能予人以启发。 无论时代如何变化，企业家精神是不会改变的，他们永远是勇于冒险、敢于创新的群体，有人形容，冒险乃是他们的天性、创新则是他们的灵魂，何其准确！更重要的是，他们孜孜以求的创新及持续不断的开拓，均能不同程度地具备普惠性乃至普世价值。 当然，面临百年未有之大变局，他们也会迟疑彷徨，他们也会有新的困惑，他们也会面临更为艰难的抉择。 回顾过往，几十年前，“现代管理之父”德鲁克提出了经典的“德鲁克五问”：1. 我们的使命是什么？2. 我们的顾客是谁？3. 我们的顾客重视什么？4. 我们追求的成果是什么？5. 我们的计划是什么？正是这五个看似简单但却引人深思、令人反省的问题，影响了成千上万的企业家，并促使他们思考、决策，最终让企业锚定正确的航向，跨越迷雾、穿越周期。 我们设定的这些问题，初衷也在于此。我们试图让企业家从初心、追求、梦想、组织、家庭及时代等各个不同层面及维度深入思考，并就关键问题给出自己的答案；这些答案或许并不精彩，也不见得振聋发聩，但却代表了这个时代的这个群体中每一个个体的见解。 “这颗沉思而孤独的灵魂常常仰躺在草地上，看着蓝天和白云，放纵思想的野马，思考宇宙、思考人生，内心充满矛盾和欲望、希望和失望。”122年前获得1901年首届诺贝尔文学奖的法国作家苏利·普吕多姆在他的诗集《孤独与沉思》中如此写道。如今，这不也正是我们以及诸多企业家的真实写照吗？ “上帝说要有光，于是就有了光。”未来已来，我们仍要相信相信的力量，是为十问。 正文 临近傍晚，余晖未尽。","images":[{"img":"https://static.tigerbbs.com/c8457ec4d2e0e131521455ce144d3c82","width":"1080","height":"810"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/758905793233360","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":643,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":187556841300104,"gmtCreate":1686816393370,"gmtModify":1686816394440,"author":{"id":"3521590769441177","authorId":"3521590769441177","name":"快涨起来","avatar":"https://static.tigerbbs.com/6a7b9327c1dcbbeacb1255b6fe157d3c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$&nbsp;</a>今天大A都涨了，你今晚要不涨20%好意思吗？","listText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$&nbsp;</a>今天大A都涨了，你今晚要不涨20%好意思吗？","text":"$高途(GOTU)$ 今天大A都涨了，你今晚要不涨20%好意思吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/187556841300104","isVote":1,"tweetType":1,"viewCount":887,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":652530110,"gmtCreate":1684743763930,"gmtModify":1684743766426,"author":{"id":"3521590769441177","authorId":"3521590769441177","name":"快涨起来","avatar":"https://static.tigerbbs.com/6a7b9327c1dcbbeacb1255b6fe157d3c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$&nbsp;</a>5月30号要发财报了？","listText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$&nbsp;</a>5月30号要发财报了？","text":"$高途(GOTU)$ 5月30号要发财报了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/652530110","isVote":1,"tweetType":1,"viewCount":631,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":650783446,"gmtCreate":1679495801885,"gmtModify":1679495803491,"author":{"id":"3521590769441177","authorId":"3521590769441177","name":"快涨起来","avatar":"https://static.tigerbbs.com/6a7b9327c1dcbbeacb1255b6fe157d3c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$&nbsp;</a>我选择死磕高途","listText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$&nbsp;</a>我选择死磕高途","text":"$高途(GOTU)$ 我选择死磕高途","images":[{"img":"https://static.tigerbbs.com/c5f619a8cb965c63168523664b1f5acb","width":"1080","height":"865"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/650783446","isVote":1,"tweetType":1,"viewCount":609,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":627869229,"gmtCreate":1678199819062,"gmtModify":1678199820132,"author":{"id":"3521590769441177","authorId":"3521590769441177","name":"快涨起来","avatar":"https://static.tigerbbs.com/6a7b9327c1dcbbeacb1255b6fe157d3c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$ &nbsp;</a>要起飞了，大家坐稳扶好","listText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$ &nbsp;</a>要起飞了，大家坐稳扶好","text":"$高途(GOTU)$ 要起飞了，大家坐稳扶好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/627869229","isVote":1,"tweetType":1,"viewCount":764,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":627377625,"gmtCreate":1678088874567,"gmtModify":1678089042159,"author":{"id":"3521590769441177","authorId":"3521590769441177","name":"快涨起来","avatar":"https://static.tigerbbs.com/6a7b9327c1dcbbeacb1255b6fe157d3c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$ &nbsp;</a>今天大A教育板块大跌，美股会跟跌吗？<a href=\"https://laohu8.com/S/TAL\">$好未来(TAL)$ &nbsp;</a><a href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$ &nbsp;</a>","listText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$ &nbsp;</a>今天大A教育板块大跌，美股会跟跌吗？<a href=\"https://laohu8.com/S/TAL\">$好未来(TAL)$ &nbsp;</a><a href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$ &nbsp;</a>","text":"$高途(GOTU)$ 今天大A教育板块大跌，美股会跟跌吗？$好未来(TAL)$ $新东方(EDU)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/627377625","isVote":1,"tweetType":1,"viewCount":1101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":624299641,"gmtCreate":1677481289084,"gmtModify":1677481291360,"author":{"id":"3521590769441177","authorId":"3521590769441177","name":"快涨起来","avatar":"https://static.tigerbbs.com/6a7b9327c1dcbbeacb1255b6fe157d3c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$ &nbsp;</a>我想知道明晚的业绩会和直播同时进行，拉总怎么分身？","listText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$ &nbsp;</a>我想知道明晚的业绩会和直播同时进行，拉总怎么分身？","text":"$高途(GOTU)$ 我想知道明晚的业绩会和直播同时进行，拉总怎么分身？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/624299641","isVote":1,"tweetType":1,"viewCount":5878,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3432601228539905","authorId":"3432601228539905","name":"哇呀呀呀在找借口","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0},"content":"明天肯定不直播啊，预告里明天就没直播","text":"明天肯定不直播啊，预告里明天就没直播","html":"明天肯定不直播啊，预告里明天就没直播"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":626712054,"gmtCreate":1674865944778,"gmtModify":1674865946902,"author":{"id":"3521590769441177","authorId":"3521590769441177","name":"快涨起来","avatar":"https://static.tigerbbs.com/6a7b9327c1dcbbeacb1255b6fe157d3c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$ &nbsp;</a>恭喜拉总粉丝破百万","listText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$ &nbsp;</a>恭喜拉总粉丝破百万","text":"$高途(GOTU)$ 恭喜拉总粉丝破百万","images":[{"img":"https://static.tigerbbs.com/74bd5dc9d87d3f536c7b6e66d329acea","width":"1080","height":"2376"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/626712054","isVote":1,"tweetType":1,"viewCount":5646,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":626423113,"gmtCreate":1674737838332,"gmtModify":1674737839318,"author":{"id":"3521590769441177","authorId":"3521590769441177","name":"快涨起来","avatar":"https://static.tigerbbs.com/6a7b9327c1dcbbeacb1255b6fe157d3c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$ &nbsp;</a>今天涨10个点不过分吧？","listText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$ &nbsp;</a>今天涨10个点不过分吧？","text":"$高途(GOTU)$ 今天涨10个点不过分吧？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/626423113","isVote":1,"tweetType":1,"viewCount":861,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":626553922,"gmtCreate":1674558853866,"gmtModify":1674558855111,"author":{"id":"3521590769441177","authorId":"3521590769441177","name":"快涨起来","avatar":"https://static.tigerbbs.com/6a7b9327c1dcbbeacb1255b6fe157d3c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$ &nbsp;</a>今天该到4.6了","listText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$ &nbsp;</a>今天该到4.6了","text":"$高途(GOTU)$ 今天该到4.6了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/626553922","isVote":1,"tweetType":1,"viewCount":843,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":626511481,"gmtCreate":1674480231243,"gmtModify":1674480232304,"author":{"id":"3521590769441177","authorId":"3521590769441177","name":"快涨起来","avatar":"https://static.tigerbbs.com/6a7b9327c1dcbbeacb1255b6fe157d3c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$ &nbsp;</a>大过年的，今天能不能破4？","listText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$ &nbsp;</a>大过年的，今天能不能破4？","text":"$高途(GOTU)$ 大过年的，今天能不能破4？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/626511481","isVote":1,"tweetType":1,"viewCount":4096,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3522116339273254","authorId":"3522116339273254","name":"点亮灯火","avatar":"https://static.tigerbbs.com/aecf57f34452daaa44ed04bd4df8db42","crmLevel":1,"crmLevelSwitch":0},"content":"如果今天能突破前高，大概率会有波不错的上涨行情，大家试目以待","text":"如果今天能突破前高，大概率会有波不错的上涨行情，大家试目以待","html":"如果今天能突破前高，大概率会有波不错的上涨行情，大家试目以待"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":628505379,"gmtCreate":1673321934291,"gmtModify":1673321936953,"author":{"id":"3521590769441177","authorId":"3521590769441177","name":"快涨起来","avatar":"https://static.tigerbbs.com/6a7b9327c1dcbbeacb1255b6fe157d3c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$ &nbsp;</a>这股总是让人措手不及","listText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$ &nbsp;</a>这股总是让人措手不及","text":"$高途(GOTU)$ 这股总是让人措手不及","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/628505379","isVote":1,"tweetType":1,"viewCount":1206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":661680276,"gmtCreate":1663894498396,"gmtModify":1663894501058,"author":{"id":"3521590769441177","authorId":"3521590769441177","name":"快涨起来","avatar":"https://static.tigerbbs.com/6a7b9327c1dcbbeacb1255b6fe157d3c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$</a>是拉总要跑了吗？","listText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$</a>是拉总要跑了吗？","text":"$高途(GOTU)$是拉总要跑了吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/661680276","isVote":1,"tweetType":1,"viewCount":977,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":660395662,"gmtCreate":1661414636458,"gmtModify":1661414636458,"author":{"id":"3521590769441177","authorId":"3521590769441177","name":"快涨起来","avatar":"https://static.tigerbbs.com/6a7b9327c1dcbbeacb1255b6fe157d3c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$</a>9月8号发财报了，期待起飞","listText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$</a>9月8号发财报了，期待起飞","text":"$高途(GOTU)$9月8号发财报了，期待起飞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/660395662","isVote":1,"tweetType":1,"viewCount":702,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":682977103,"gmtCreate":1658757121304,"gmtModify":1658757960257,"author":{"id":"3521590769441177","authorId":"3521590769441177","name":"快涨起来","avatar":"https://static.tigerbbs.com/6a7b9327c1dcbbeacb1255b6fe157d3c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$</a>这股是彻底完蛋了吗？新东方和好未来都翻了好几倍了，就这股还是在底部徘徊","listText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$</a>这股是彻底完蛋了吗？新东方和好未来都翻了好几倍了，就这股还是在底部徘徊","text":"$高途(GOTU)$这股是彻底完蛋了吗？新东方和好未来都翻了好几倍了，就这股还是在底部徘徊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/682977103","isVote":1,"tweetType":1,"viewCount":941,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":689832648,"gmtCreate":1655456522589,"gmtModify":1704862453447,"author":{"id":"3521590769441177","authorId":"3521590769441177","name":"快涨起来","avatar":"https://static.tigerbbs.com/6a7b9327c1dcbbeacb1255b6fe157d3c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这文章根本不了解情况啊，2月份关停高中业务，办公室退租、员工遣散那不都得花钱啊？","listText":"这文章根本不了解情况啊，2月份关停高中业务，办公室退租、员工遣散那不都得花钱啊？","text":"这文章根本不了解情况啊，2月份关停高中业务，办公室退租、员工遣散那不都得花钱啊？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/689832648","repostId":"2244402198","repostType":2,"repost":{"id":"2244402198","pubTimestamp":1655446462,"share":"https://www.laohu8.com/m/news/2244402198?lang=&edition=full","pubTime":"2022-06-17 14:14","market":"us","language":"zh","title":"经营性现金净流出近5亿！单季盈利背后高途转型业务还需打磨？","url":"https://stock-news.laohu8.com/highlight/detail?id=2244402198","media":"投资时报","summary":"且2022年第一季度，公司经营性现金净流出近5亿元，若中短期持续净流出，现金方面或渐趋承压。从日前披露的一季报来看，2022年第一季度，该公司实现净收入7.25亿元，环比减少43.1%，同比减少62.7%。数据来看，该季度，高途集团业绩较大亮点在于盈利端。且从季度来看，该公司已连续两个单季盈利，不过净利率指标尚未完全恢复。此外，2022年第一季度，高途集团经营性现金净流出4.81亿元，虽较上年同期净流出金额减少，但仍为流出状态。","content":"<html><body><article><p>2022年第一季度，<a href=\"https://laohu8.com/S/GOTU\">高途</a>经营性现金净流出近5亿元，若中短期持续净流出，公司现金流方面或渐趋承压</p><img src=\"http://inews.gtimg.com/newsapp_match/0/15016349745/0\"/><p>《投资时报》研究员 王子西</p><p>“双减政策”落地近一年，原K12教培头部公司业务转型成效如何？</p><p>日前，在线教育上市公司高途集团（GOTU.N）披露2022年第一季度未经审计财务业绩，净收入、营收成本同比“双降”超六成至7.25亿元、2.13亿元，以致于毛利率同比微增0.1个百分点。</p><p>同时，受各项费用大幅减少影响，尤其是政策管控下，学科辅导服务营销活动支出大为减少，该公司销售费用同比大降近九成，反映到利润端，公司实现<span>净利润</span>5371.8万元，较上年同期扭亏为盈，也是自“双减政策”发布后第二个单季盈利。但其净<span>利率</span>指标仅为“个位数”，较2021年第四季度下落约15个百分点。</p><p>有分析认为，高途集团等原K12教培公司转型路径已逐渐清晰、且显示一定成效。也有分析认为，公司各个转型方向面临不同难度，转型业务处于早期发展阶段，尚存不确定性。</p><p>值得注意的是，今年5月20日，该公司首次发布考研白皮书，并提出“以两年为期，成为考研教育行业第一”，可见公司对该领域的重视。但高途集团愿望能否成真？面对各细分赛道领先“玩家”、原K12教培头部公司的同场竞争，公司业务转型最终成效几何？且2022年第一季度，公司经营性现金净流出近5亿元，若中短期持续净流出，现金方面或渐趋承压。</p><p>在股价走势方面，6月7日、8日，高途集团股价连涨两天。但此后波澜不惊，截至6月14日收盘于1.85美元/股（不复权，下同），与今年2月高点2.57美元/股相比仍有落差。</p><p><strong>高途集团今年以来股价走势</strong>（美元）</p><img src=\"http://inews.gtimg.com/newsapp_match/0/15016349743/0\"/><p>数据来源：Wind</p><p><strong>净利率环比下降</strong></p><p>公开资料显示，高途集团前身是“<a href=\"https://laohu8.com/S/GSX\">跟谁学</a>”，于2014年6月创建。2021年7月“双减政策”落地，<a href=\"https://laohu8.com/S/EDU\">新东方</a>、<a href=\"https://laohu8.com/S/TAL\">好未来</a>、<a href=\"https://laohu8.com/S/300010\">豆神教育</a>、<a href=\"https://laohu8.com/S/XUE\">学大教育</a>、猿辅导、作业帮等K12教培头部公司纷纷转型。高途集团也于2021年第三季度，宣布向成人、职业教育及<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>数字产品方向转型，开启第三次创业。2021年底，公司停止K9服务；2022年2月前，停止向高中生提供与学科相关的辅导服务。</p><p>从日前披露的一季报来看，2022年第一季度，该公司实现净收入7.25亿元，环比减少43.1%，同比减少62.7%。受2021年公司业务重组导致员工相关成本、学习材料成本和租金支出下降影响，该公司营收成本由上年同期的5.72亿元降至2.13亿元，降幅也约62.7%，与净收入降幅一致，以致于综合毛利率为70.6%，较上年同期微增0.1个百分点。</p><p>数据来看，该季度，高途集团业绩较大亮点在于盈利端。由于政策管控，学科辅导服务的品牌和营销活动支出大为减少，高途集团的销售费用仅为2.84亿元，较上年同期的22.89亿元降幅达87.6%，远超过净收入降幅。</p><p>而公司研发费用、一般和行政费用的同比降幅也略超收入，降幅均在63%以上。整体上，公司营业费用由上年同期的28.71亿元降至4.86亿元，降幅深达83.1%。</p><p>以致于2022年第一季度，高途集团实现净利润5371.8万元、非公认会计准则净利润（Non-GAAP）9254.3万元，虽环比下降81.2%、71.5%，但较上年同期亏损 14.26亿元、13.29亿元已扭亏为盈。</p><p>且从季度来看，该公司已连续两个单季盈利，不过净利率指标尚未完全恢复。2022年第一季度，公司净利率、净利率（Non-GAAP）仅为7.4%、12.8%，与2021年第四季度的22.4%、25.5%相比，下落约15个、13个百分点。</p><p><strong>高途集团2022年第一季度主要财务及经营数据</strong>（千元、%）</p><img src=\"http://inews.gtimg.com/newsapp_match/0/15016349742/0\"/><p>数据来源：公司季报</p><p><strong>转型业务还需关注</strong></p><p>在一季报中，公司创始人、董事长兼CEO陈向东表示，本季度与上一季度相比，专业和职业教育服务规模进一步扩大。STEAM教育（素质教育）服务也取得进展，尤其是在编程辅导业务方面。未来，公司将续续发展四大核心业务，即大学生及成人教育、职业教育、素质教育和数字产品。</p><p>相关研报显示，报告期内，该公司大学生和成人教育、素质教育、职业教育和数字产品的收入同比增速超200%，而这部分现金收入同比增速为42%；其中，成人业务收入同比、环比增长均超80%，尤其是编程业务现金收入同比增长超10倍。但《投资时报》研究员注意到，在季报中，公司并未将各业务板块的收入情况进行“细化”说明，故各业务板块具体营收、收入贡献情况不得而知。</p><p><a href=\"https://laohu8.com/S/601688\">华泰证券</a>研报则指出，K12教育公司转型方向已逐渐清晰，其中成人、职教、素质课等业务基数较小，较易实现高增长，但由于业务发展阶段尚处早期，商业模型打磨及用户续费情况还需长期关注。</p><p>也有业内人士认为，高途集团现阶段业务方向没有问题，但各个方向面临难度有所不同。诸如，公务员考试市场，已有<a href=\"https://laohu8.com/S/002607\">中公教育</a>、华图教育占据，剩余市场不多；而职业教育门槛较高、且市场逻辑与K12领域不太一样。</p><p>事实上，今年5月20日，该公司首次发布《高途大学生考研白皮书》、升级大学生业务的“同心圆4.0”产品，并提出“以两年为期，成为考研教育行业第一”。考研是公司既有业务、市场规模百亿级，但“两年期”愿望能否成真，还待后观。</p><p>另外不可忽略的是，同处转型中的<a href=\"https://laohu8.com/S/DAO\">有道</a>（DAO.N），对智能硬件、STEAM、成人教育多元化投入，2022年第一季度总收入12.01亿元，同比、环比增长26.6%、14.5%，毛利率同比、环比增长1个、11个百分点至53.5%，归母净亏损同比收窄近六成、为-0.95亿元。基于原有教研和<span>技术优势</span>，好未来（TAL.N）也在学习服务外，向技术和内容服务商领域进行探索。</p><p>面对各细分市场领先“玩家”、原K12教培公司同场竞争，高途集团未来业绩走向，还存在一定不确定性。</p><p>此外，2022年第一季度，高途集团经营性现金净流出4.81亿元，虽较上年同期净流出金额减少，但仍为流出状态。而公司持有现金有<span>现金等价物</span>、限制性现金和短期投资合计32.07亿元，较2021年末的36.71亿元已减少4.64亿元。若未来，公司经营性现金仍持续净流出，现金方面或继续承压。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>经营性现金净流出近5亿！单季盈利背后高途转型业务还需打磨？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n经营性现金净流出近5亿！单季盈利背后高途转型业务还需打磨？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-17 14:14 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2022061714160581fb8125&s=b><strong>投资时报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2022年第一季度，高途经营性现金净流出近5亿元，若中短期持续净流出，公司现金流方面或渐趋承压《投资时报》研究员 王子西“双减政策”落地近一年，原K12教培头部公司业务转型成效如何？日前，在线教育上市公司高途集团（GOTU.N）披露2022年第一季度未经审计财务业绩，净收入、营收成本同比“双降”超六成至7.25亿元、2.13亿元，以致于毛利率同比微增0.1个百分点。同时，受各项费用大幅减少影响，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2022061714160581fb8125&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4510":"在线教育","BK4531":"中概回港概念","BK4506":"内地教育股","BK4552":"Archegos爆仓风波概念","BK4503":"景林资产持仓","BK4204":"教育服务","GOTU":"高途"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2022061714160581fb8125&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2244402198","content_text":"2022年第一季度，高途经营性现金净流出近5亿元，若中短期持续净流出，公司现金流方面或渐趋承压《投资时报》研究员 王子西“双减政策”落地近一年，原K12教培头部公司业务转型成效如何？日前，在线教育上市公司高途集团（GOTU.N）披露2022年第一季度未经审计财务业绩，净收入、营收成本同比“双降”超六成至7.25亿元、2.13亿元，以致于毛利率同比微增0.1个百分点。同时，受各项费用大幅减少影响，尤其是政策管控下，学科辅导服务营销活动支出大为减少，该公司销售费用同比大降近九成，反映到利润端，公司实现净利润5371.8万元，较上年同期扭亏为盈，也是自“双减政策”发布后第二个单季盈利。但其净利率指标仅为“个位数”，较2021年第四季度下落约15个百分点。有分析认为，高途集团等原K12教培公司转型路径已逐渐清晰、且显示一定成效。也有分析认为，公司各个转型方向面临不同难度，转型业务处于早期发展阶段，尚存不确定性。值得注意的是，今年5月20日，该公司首次发布考研白皮书，并提出“以两年为期，成为考研教育行业第一”，可见公司对该领域的重视。但高途集团愿望能否成真？面对各细分赛道领先“玩家”、原K12教培头部公司的同场竞争，公司业务转型最终成效几何？且2022年第一季度，公司经营性现金净流出近5亿元，若中短期持续净流出，现金方面或渐趋承压。在股价走势方面，6月7日、8日，高途集团股价连涨两天。但此后波澜不惊，截至6月14日收盘于1.85美元/股（不复权，下同），与今年2月高点2.57美元/股相比仍有落差。高途集团今年以来股价走势（美元）数据来源：Wind净利率环比下降公开资料显示，高途集团前身是“跟谁学”，于2014年6月创建。2021年7月“双减政策”落地，新东方、好未来、豆神教育、学大教育、猿辅导、作业帮等K12教培头部公司纷纷转型。高途集团也于2021年第三季度，宣布向成人、职业教育及智能数字产品方向转型，开启第三次创业。2021年底，公司停止K9服务；2022年2月前，停止向高中生提供与学科相关的辅导服务。从日前披露的一季报来看，2022年第一季度，该公司实现净收入7.25亿元，环比减少43.1%，同比减少62.7%。受2021年公司业务重组导致员工相关成本、学习材料成本和租金支出下降影响，该公司营收成本由上年同期的5.72亿元降至2.13亿元，降幅也约62.7%，与净收入降幅一致，以致于综合毛利率为70.6%，较上年同期微增0.1个百分点。数据来看，该季度，高途集团业绩较大亮点在于盈利端。由于政策管控，学科辅导服务的品牌和营销活动支出大为减少，高途集团的销售费用仅为2.84亿元，较上年同期的22.89亿元降幅达87.6%，远超过净收入降幅。而公司研发费用、一般和行政费用的同比降幅也略超收入，降幅均在63%以上。整体上，公司营业费用由上年同期的28.71亿元降至4.86亿元，降幅深达83.1%。以致于2022年第一季度，高途集团实现净利润5371.8万元、非公认会计准则净利润（Non-GAAP）9254.3万元，虽环比下降81.2%、71.5%，但较上年同期亏损 14.26亿元、13.29亿元已扭亏为盈。且从季度来看，该公司已连续两个单季盈利，不过净利率指标尚未完全恢复。2022年第一季度，公司净利率、净利率（Non-GAAP）仅为7.4%、12.8%，与2021年第四季度的22.4%、25.5%相比，下落约15个、13个百分点。高途集团2022年第一季度主要财务及经营数据（千元、%）数据来源：公司季报转型业务还需关注在一季报中，公司创始人、董事长兼CEO陈向东表示，本季度与上一季度相比，专业和职业教育服务规模进一步扩大。STEAM教育（素质教育）服务也取得进展，尤其是在编程辅导业务方面。未来，公司将续续发展四大核心业务，即大学生及成人教育、职业教育、素质教育和数字产品。相关研报显示，报告期内，该公司大学生和成人教育、素质教育、职业教育和数字产品的收入同比增速超200%，而这部分现金收入同比增速为42%；其中，成人业务收入同比、环比增长均超80%，尤其是编程业务现金收入同比增长超10倍。但《投资时报》研究员注意到，在季报中，公司并未将各业务板块的收入情况进行“细化”说明，故各业务板块具体营收、收入贡献情况不得而知。华泰证券研报则指出，K12教育公司转型方向已逐渐清晰，其中成人、职教、素质课等业务基数较小，较易实现高增长，但由于业务发展阶段尚处早期，商业模型打磨及用户续费情况还需长期关注。也有业内人士认为，高途集团现阶段业务方向没有问题，但各个方向面临难度有所不同。诸如，公务员考试市场，已有中公教育、华图教育占据，剩余市场不多；而职业教育门槛较高、且市场逻辑与K12领域不太一样。事实上，今年5月20日，该公司首次发布《高途大学生考研白皮书》、升级大学生业务的“同心圆4.0”产品，并提出“以两年为期，成为考研教育行业第一”。考研是公司既有业务、市场规模百亿级，但“两年期”愿望能否成真，还待后观。另外不可忽略的是，同处转型中的有道（DAO.N），对智能硬件、STEAM、成人教育多元化投入，2022年第一季度总收入12.01亿元，同比、环比增长26.6%、14.5%，毛利率同比、环比增长1个、11个百分点至53.5%，归母净亏损同比收窄近六成、为-0.95亿元。基于原有教研和技术优势，好未来（TAL.N）也在学习服务外，向技术和内容服务商领域进行探索。面对各细分市场领先“玩家”、原K12教培公司同场竞争，高途集团未来业绩走向，还存在一定不确定性。此外，2022年第一季度，高途集团经营性现金净流出4.81亿元，虽较上年同期净流出金额减少，但仍为流出状态。而公司持有现金有现金等价物、限制性现金和短期投资合计32.07亿元，较2021年末的36.71亿元已减少4.64亿元。若未来，公司经营性现金仍持续净流出，现金方面或继续承压。","news_type":1},"isVote":1,"tweetType":1,"viewCount":898,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":952845056,"gmtCreate":1591949003175,"gmtModify":1704197697369,"author":{"id":"3521590769441177","authorId":"3521590769441177","name":"快涨起来","avatar":"https://static.tigerbbs.com/6a7b9327c1dcbbeacb1255b6fe157d3c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>短期目标千亿人民币，长期千亿美金","listText":"<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>短期目标千亿人民币，长期千亿美金","text":"$跟谁学(GSX)$短期目标千亿人民币，长期千亿美金","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/952845056","repostId":"2042819703","repostType":2,"repost":{"id":"2042819703","pubTimestamp":1591946520,"share":"https://www.laohu8.com/m/news/2042819703?lang=&edition=full","pubTime":"2020-06-12 15:22","market":"us","language":"zh","title":"第一上海证券发布做多报告力挺跟谁学：公司规模可达千亿","url":"https://stock-news.laohu8.com/highlight/detail?id=2042819703","media":"新浪证券","summary":"6月11日，第一上海证券发布研究报告，给予跟谁学买入评级，目标价达64.74美元，较10日收盘价41美元高出58%。第一上海证券表示，“在线K12有规模效应，巨大资金需求和组织能力是其高门槛。随着技术","content":"<html><body><article><p>6月11日，<a href=\"https://laohu8.com/S/00227\">第一上海</a>证券发布研究报告，给予<a href=\"https://laohu8.com/S/GSX\">跟谁学</a>买入评级，目标价达64.74美元，较10日收盘价41美元高出58%。第一上海证券表示，“在线K12有规模效应，巨大资金需求和组织能力是其高门槛。随着技术的进步，在线教育将提供更高效的成绩提升解决方案，渗透率会持续提升。我们预计长期看公司（跟谁学）规模将达到千亿级别，利润率可达20%。”</p><p>第一上海证券指出，因为在线K-12课后辅导具有明显的“剧场效应”，学生和家长会逐渐加入进来，渗透率将不断提升。预计全行业渗透率将从2018年的9.5%增长到45.0%。与此同时，未来行业集中度还将进一步集中。2019 年K-12教育行业排名前四的企业市占率达到约 30%，但是由于尚没有产生一家处于绝对垄断地位的龙头，仍处于激烈竞争中。</p><p>第一上海证券认为，在线教育在线K12直播大班赛道已成为近年教育市场关注度最高的赛道之一，而跟谁学有其优质的名师群体、最高的客单价、最早实现经营现金流为正，学生人数和收入最高增速具备竞争优势，预计其20年底辅导老师人数预计将达1万人，有望成为未来在线教育的龙头企业。</p><p>跟谁学在过去几年中发展迅猛，学生报名人数、公司净收入等关键经营指标增长迅速。根据跟随学发布的2020年一季报，跟谁学2020年一季度付费学生（课程金额在99元或以上）人次为77.4万，同比增长 307%。一季度报名金额为 13.74 亿元，同比增长 358%。公司净收入为 13.0 亿元，同比增长 382%，而过去6个季度公司基本维持了4-6倍的指数级同比增长。另外，20年一季度公司经营性现金流同比增长82%至1.2亿元，公司现金及等价物、短期和长期投资高达27.4亿元，是行业中首家经营性现金流为正的公司。</p><p>作为高度受关注的风口行业，疫情加速了在线教育模式的推广进程。近期，多家机构发表研究报告看好在线教育板块和在线教育企业。</p><p><a href=\"https://laohu8.com/S/06030\">中信证券</a>指出，中国在线K12教育行业渗透率正加速提升，预计2019-2023年行业年化复合增长率达46%，蕴含更大的机会和潜在的成长空间。</p><p>民生证券表示，疫情实质性地带动了在线教育关注度和使用率的上升，与此同时，疫情也导致行业供给端进入出清阶段，头部机构凭借充足的资金储备、线上课程的快速转化，可继续吸引和服务学生。</p><p>第一上海证券同时对跟谁学被做空一事表达了看法。第一上海证券说，针对做空机构的质疑，跟谁学都提供了合理解释化解，此前做空跟谁学的机构或陷入巨额亏损。</p><p>第一上海证券表示，根据彭博5月29日的沽空数据，其做空股数达到3930万股，约为其日成交量的4 倍，而公司只有约 5000 多万股流通股。5 月 29 日公司的收盘价是31.4美元，而6月10日公司最新的收盘价为41美元，如果空头没有平仓，其又再亏损了约23%。</p><p>责任编辑：马婕</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>第一上海证券发布做多报告力挺跟谁学：公司规模可达千亿</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n第一上海证券发布做多报告力挺跟谁学：公司规模可达千亿\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-06-12 15:22 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020061215223079e80059&s=b><strong>新浪证券</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>6月11日，第一上海证券发布研究报告，给予跟谁学买入评级，目标价达64.74美元，较10日收盘价41美元高出58%。第一上海证券表示，“在线K12有规模效应，巨大资金需求和组织能力是其高门槛。随着技术的进步，在线教育将提供更高效的成绩提升解决方案，渗透率会持续提升。我们预计长期看公司（跟谁学）规模将达到千亿级别，利润率可达20%。”第一上海证券指出，因为在线K-12课后辅导具有明显的“剧场效应”，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020061215223079e80059&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"00227":"第一上海"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020061215223079e80059&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2042819703","content_text":"6月11日，第一上海证券发布研究报告，给予跟谁学买入评级，目标价达64.74美元，较10日收盘价41美元高出58%。第一上海证券表示，“在线K12有规模效应，巨大资金需求和组织能力是其高门槛。随着技术的进步，在线教育将提供更高效的成绩提升解决方案，渗透率会持续提升。我们预计长期看公司（跟谁学）规模将达到千亿级别，利润率可达20%。”第一上海证券指出，因为在线K-12课后辅导具有明显的“剧场效应”，学生和家长会逐渐加入进来，渗透率将不断提升。预计全行业渗透率将从2018年的9.5%增长到45.0%。与此同时，未来行业集中度还将进一步集中。2019 年K-12教育行业排名前四的企业市占率达到约 30%，但是由于尚没有产生一家处于绝对垄断地位的龙头，仍处于激烈竞争中。第一上海证券认为，在线教育在线K12直播大班赛道已成为近年教育市场关注度最高的赛道之一，而跟谁学有其优质的名师群体、最高的客单价、最早实现经营现金流为正，学生人数和收入最高增速具备竞争优势，预计其20年底辅导老师人数预计将达1万人，有望成为未来在线教育的龙头企业。跟谁学在过去几年中发展迅猛，学生报名人数、公司净收入等关键经营指标增长迅速。根据跟随学发布的2020年一季报，跟谁学2020年一季度付费学生（课程金额在99元或以上）人次为77.4万，同比增长 307%。一季度报名金额为 13.74 亿元，同比增长 358%。公司净收入为 13.0 亿元，同比增长 382%，而过去6个季度公司基本维持了4-6倍的指数级同比增长。另外，20年一季度公司经营性现金流同比增长82%至1.2亿元，公司现金及等价物、短期和长期投资高达27.4亿元，是行业中首家经营性现金流为正的公司。作为高度受关注的风口行业，疫情加速了在线教育模式的推广进程。近期，多家机构发表研究报告看好在线教育板块和在线教育企业。中信证券指出，中国在线K12教育行业渗透率正加速提升，预计2019-2023年行业年化复合增长率达46%，蕴含更大的机会和潜在的成长空间。民生证券表示，疫情实质性地带动了在线教育关注度和使用率的上升，与此同时，疫情也导致行业供给端进入出清阶段，头部机构凭借充足的资金储备、线上课程的快速转化，可继续吸引和服务学生。第一上海证券同时对跟谁学被做空一事表达了看法。第一上海证券说，针对做空机构的质疑，跟谁学都提供了合理解释化解，此前做空跟谁学的机构或陷入巨额亏损。第一上海证券表示，根据彭博5月29日的沽空数据，其做空股数达到3930万股，约为其日成交量的4 倍，而公司只有约 5000 多万股流通股。5 月 29 日公司的收盘价是31.4美元，而6月10日公司最新的收盘价为41美元，如果空头没有平仓，其又再亏损了约23%。责任编辑：马婕","news_type":1},"isVote":1,"tweetType":1,"viewCount":2995,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3515374729161010","authorId":"3515374729161010","name":"好好挣钱天天进步","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"content":"花了多少钱","text":"花了多少钱","html":"花了多少钱"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":136710669,"gmtCreate":1622039250551,"gmtModify":1622039250551,"author":{"id":"3521590769441177","authorId":"3521590769441177","name":"快涨起来","avatar":"https://static.tigerbbs.com/6a7b9327c1dcbbeacb1255b6fe157d3c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$</a>高途","listText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$</a>高途","text":"$高途(GOTU)$高途","images":[{"img":"https://static.tigerbbs.com/2cc7999f5269afd175c4f8a1d6e24b2a","width":"1061","height":"238"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/136710669","isVote":1,"tweetType":1,"viewCount":2256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":950639243,"gmtCreate":1589365535482,"gmtModify":1704189636140,"author":{"id":"3521590769441177","authorId":"3521590769441177","name":"快涨起来","avatar":"https://static.tigerbbs.com/6a7b9327c1dcbbeacb1255b6fe157d3c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>明年2月份保底到80，可能到100，立帖为证","listText":"<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>明年2月份保底到80，可能到100，立帖为证","text":"$跟谁学(GSX)$明年2月份保底到80，可能到100，立帖为证","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":6,"repostSize":5,"link":"https://laohu8.com/post/950639243","isVote":1,"tweetType":1,"viewCount":4330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":238887413600464,"gmtCreate":1699349082437,"gmtModify":1699349083689,"author":{"id":"3521590769441177","authorId":"3521590769441177","name":"快涨起来","avatar":"https://static.tigerbbs.com/6a7b9327c1dcbbeacb1255b6fe157d3c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$&nbsp;</a>哎呀，要发财报了","listText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$&nbsp;</a>哎呀，要发财报了","text":"$高途(GOTU)$ 哎呀，要发财报了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/238887413600464","isVote":1,"tweetType":1,"viewCount":837,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":115685880,"gmtCreate":1622986672140,"gmtModify":1622986672140,"author":{"id":"3521590769441177","authorId":"3521590769441177","name":"快涨起来","avatar":"https://static.tigerbbs.com/6a7b9327c1dcbbeacb1255b6fe157d3c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$</a>目前的政策看来极大削弱了高途的对手","listText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$</a>目前的政策看来极大削弱了高途的对手","text":"$高途(GOTU)$目前的政策看来极大削弱了高途的对手","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/115685880","isVote":1,"tweetType":1,"viewCount":3309,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3450575946962233","authorId":"3450575946962233","name":"Spoon","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"content":"被洗脑的不轻","text":"被洗脑的不轻","html":"被洗脑的不轻"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":956164309,"gmtCreate":1591620380201,"gmtModify":1704196140856,"author":{"id":"3521590769441177","authorId":"3521590769441177","name":"快涨起来","avatar":"https://static.tigerbbs.com/6a7b9327c1dcbbeacb1255b6fe157d3c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a> 空票又没有了，等空头们平仓的时候不要发生踩踏事件","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a> 空票又没有了，等空头们平仓的时候不要发生踩踏事件","text":"$跟谁学(GSX)$ 空票又没有了，等空头们平仓的时候不要发生踩踏事件","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":7,"repostSize":1,"link":"https://laohu8.com/post/956164309","isVote":1,"tweetType":1,"viewCount":2044,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3532656191597664","authorId":"3532656191597664","name":"大时代丁蟹a","avatar":"https://static.tigerbbs.com/00c926ee561a4206f85066edaaa11ebf","crmLevel":1,"crmLevelSwitch":0},"content":"又开始造谣了，空票明明还有几十万","text":"又开始造谣了，空票明明还有几十万","html":"又开始造谣了，空票明明还有几十万"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":626712054,"gmtCreate":1674865944778,"gmtModify":1674865946902,"author":{"id":"3521590769441177","authorId":"3521590769441177","name":"快涨起来","avatar":"https://static.tigerbbs.com/6a7b9327c1dcbbeacb1255b6fe157d3c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$ &nbsp;</a>恭喜拉总粉丝破百万","listText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$ &nbsp;</a>恭喜拉总粉丝破百万","text":"$高途(GOTU)$ 恭喜拉总粉丝破百万","images":[{"img":"https://static.tigerbbs.com/74bd5dc9d87d3f536c7b6e66d329acea","width":"1080","height":"2376"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/626712054","isVote":1,"tweetType":1,"viewCount":5646,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":187556841300104,"gmtCreate":1686816393370,"gmtModify":1686816394440,"author":{"id":"3521590769441177","authorId":"3521590769441177","name":"快涨起来","avatar":"https://static.tigerbbs.com/6a7b9327c1dcbbeacb1255b6fe157d3c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$&nbsp;</a>今天大A都涨了，你今晚要不涨20%好意思吗？","listText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$&nbsp;</a>今天大A都涨了，你今晚要不涨20%好意思吗？","text":"$高途(GOTU)$ 今天大A都涨了，你今晚要不涨20%好意思吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/187556841300104","isVote":1,"tweetType":1,"viewCount":887,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":997080174,"gmtCreate":1567036861698,"gmtModify":1704715555247,"author":{"id":"3521590769441177","authorId":"3521590769441177","name":"快涨起来","avatar":"https://static.tigerbbs.com/6a7b9327c1dcbbeacb1255b6fe157d3c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06055\">$中烟香港(06055)$</a>会跌到6块","listText":"<a href=\"https://laohu8.com/S/06055\">$中烟香港(06055)$</a>会跌到6块","text":"$中烟香港(06055)$会跌到6块","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/997080174","isVote":1,"tweetType":1,"viewCount":1862,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3503358498920011","authorId":"3503358498920011","name":"6666还会继续","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"content":"开头涨一点正常，不过6块不太可能，起码要一段时间","text":"开头涨一点正常，不过6块不太可能，起码要一段时间","html":"开头涨一点正常，不过6块不太可能，起码要一段时间"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":936114381,"gmtCreate":1572013453843,"gmtModify":1704723502717,"author":{"id":"3521590769441177","authorId":"3521590769441177","name":"快涨起来","avatar":"https://static.tigerbbs.com/6a7b9327c1dcbbeacb1255b6fe157d3c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DAO\">$有道(DAO)$</a>现场竞价太激烈了？","listText":"<a href=\"https://laohu8.com/S/DAO\">$有道(DAO)$</a>现场竞价太激烈了？","text":"$有道(DAO)$现场竞价太激烈了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/936114381","isVote":1,"tweetType":1,"viewCount":1971,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3474237578899425","authorId":"3474237578899425","name":"lie2me","avatar":"https://static.tigerbbs.com/8afd265b9faa9f5d0add83e26b1174ac","crmLevel":2,"crmLevelSwitch":0},"content":"你能看到？","text":"你能看到？","html":"你能看到？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":624299641,"gmtCreate":1677481289084,"gmtModify":1677481291360,"author":{"id":"3521590769441177","authorId":"3521590769441177","name":"快涨起来","avatar":"https://static.tigerbbs.com/6a7b9327c1dcbbeacb1255b6fe157d3c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$ &nbsp;</a>我想知道明晚的业绩会和直播同时进行，拉总怎么分身？","listText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$ &nbsp;</a>我想知道明晚的业绩会和直播同时进行，拉总怎么分身？","text":"$高途(GOTU)$ 我想知道明晚的业绩会和直播同时进行，拉总怎么分身？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/624299641","isVote":1,"tweetType":1,"viewCount":5878,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3432601228539905","authorId":"3432601228539905","name":"哇呀呀呀在找借口","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0},"content":"明天肯定不直播啊，预告里明天就没直播","text":"明天肯定不直播啊，预告里明天就没直播","html":"明天肯定不直播啊，预告里明天就没直播"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":863276060,"gmtCreate":1632403787850,"gmtModify":1632403787850,"author":{"id":"3521590769441177","authorId":"3521590769441177","name":"快涨起来","avatar":"https://static.tigerbbs.com/6a7b9327c1dcbbeacb1255b6fe157d3c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$</a>一季度营收19.4亿，k12为19.16亿，成人只有0.24亿；二季度营收22.32，k12为20.91，成人已经到了1.41亿。相比一季度已经翻了5.87倍。三季度看好成人收入到4亿以上。","listText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$</a>一季度营收19.4亿，k12为19.16亿，成人只有0.24亿；二季度营收22.32，k12为20.91，成人已经到了1.41亿。相比一季度已经翻了5.87倍。三季度看好成人收入到4亿以上。","text":"$高途(GOTU)$一季度营收19.4亿，k12为19.16亿，成人只有0.24亿；二季度营收22.32，k12为20.91，成人已经到了1.41亿。相比一季度已经翻了5.87倍。三季度看好成人收入到4亿以上。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/863276060","isVote":1,"tweetType":1,"viewCount":1461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":626511481,"gmtCreate":1674480231243,"gmtModify":1674480232304,"author":{"id":"3521590769441177","authorId":"3521590769441177","name":"快涨起来","avatar":"https://static.tigerbbs.com/6a7b9327c1dcbbeacb1255b6fe157d3c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$ &nbsp;</a>大过年的，今天能不能破4？","listText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$ &nbsp;</a>大过年的，今天能不能破4？","text":"$高途(GOTU)$ 大过年的，今天能不能破4？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/626511481","isVote":1,"tweetType":1,"viewCount":4096,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3522116339273254","authorId":"3522116339273254","name":"点亮灯火","avatar":"https://static.tigerbbs.com/aecf57f34452daaa44ed04bd4df8db42","crmLevel":1,"crmLevelSwitch":0},"content":"如果今天能突破前高，大概率会有波不错的上涨行情，大家试目以待","text":"如果今天能突破前高，大概率会有波不错的上涨行情，大家试目以待","html":"如果今天能突破前高，大概率会有波不错的上涨行情，大家试目以待"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":174480641,"gmtCreate":1627125855483,"gmtModify":1627125855483,"author":{"id":"3521590769441177","authorId":"3521590769441177","name":"快涨起来","avatar":"https://static.tigerbbs.com/6a7b9327c1dcbbeacb1255b6fe157d3c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$</a>这份文件是减轻义务教育阶段的，是不是高中不在这个限制里面？？","listText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$</a>这份文件是减轻义务教育阶段的，是不是高中不在这个限制里面？？","text":"$高途(GOTU)$这份文件是减轻义务教育阶段的，是不是高中不在这个限制里面？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/174480641","isVote":1,"tweetType":1,"viewCount":4093,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581482301986523","authorId":"3581482301986523","name":"灰白","avatar":"https://static.tigerbbs.com/245caeb15de4d01b317a78aeb8eedcd5","crmLevel":2,"crmLevelSwitch":0},"content":"请看最后一段话：对面向普通高中学生的学科类培训机构的管理，参照本意见有关规定管理。这是真的一刀切死，可怕[捂脸]","text":"请看最后一段话：对面向普通高中学生的学科类培训机构的管理，参照本意见有关规定管理。这是真的一刀切死，可怕[捂脸]","html":"请看最后一段话：对面向普通高中学生的学科类培训机构的管理，参照本意见有关规定管理。这是真的一刀切死，可怕[捂脸]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":650783446,"gmtCreate":1679495801885,"gmtModify":1679495803491,"author":{"id":"3521590769441177","authorId":"3521590769441177","name":"快涨起来","avatar":"https://static.tigerbbs.com/6a7b9327c1dcbbeacb1255b6fe157d3c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$&nbsp;</a>我选择死磕高途","listText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$&nbsp;</a>我选择死磕高途","text":"$高途(GOTU)$ 我选择死磕高途","images":[{"img":"https://static.tigerbbs.com/c5f619a8cb965c63168523664b1f5acb","width":"1080","height":"865"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/650783446","isVote":1,"tweetType":1,"viewCount":609,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":163931663,"gmtCreate":1623855944752,"gmtModify":1623855944752,"author":{"id":"3521590769441177","authorId":"3521590769441177","name":"快涨起来","avatar":"https://static.tigerbbs.com/6a7b9327c1dcbbeacb1255b6fe157d3c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"假期不让补课，孩子会变本加厉的玩游戏吧","listText":"假期不让补课，孩子会变本加厉的玩游戏吧","text":"假期不让补课，孩子会变本加厉的玩游戏吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/163931663","repostId":"1196216953","repostType":2,"repost":{"id":"1196216953","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1623853375,"share":"https://www.laohu8.com/m/news/1196216953?lang=&edition=full","pubTime":"2021-06-16 22:22","market":"us","language":"zh","title":"中概教育股再遭血洗！传下周将出台更为严格的课外辅导新规","url":"https://stock-news.laohu8.com/highlight/detail?id=1196216953","media":"老虎资讯综合","summary":"6月16日，中概教育股持续走低，好未来、高途均跌超10%，新东方跌超8%。\n\n消息人士告诉路透，我国准备对1200亿美元的课外辅导行业进行比预期更为严厉的打击，包括试行禁止假期补习和限制广告。\n知情人","content":"<p>6月16日，中概教育股持续走低，<a href=\"https://laohu8.com/S/TAL\">好未来</a>、<a href=\"https://laohu8.com/S/GOTU\">高途</a>均跌超10%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>跌超8%。</p>\n<p><img src=\"https://static.tigerbbs.com/d6b73de5211a2fb83f44092b0ac9f623\" tg-width=\"478\" tg-height=\"192\" referrerpolicy=\"no-referrer\"></p>\n<p>消息人士告诉路透，我国准备对1200亿美元的课外辅导行业进行比预期更为严厉的打击，包括试行禁止假期补习和限制广告。</p>\n<p>知情人士表示，新规定最早可能在下周公布，并于下个月生效，旨在缓解学童的压力并通过降低家庭生活成本来提高国家的出生率。</p>\n<p>消息人士称，北京、上海和其他主要城市在暑假和寒假期间试行禁止线上和线下辅导，这比路透社上个月首次报道的计划措施更进一步。</p>\n<p>其中一位消息人士表示，“新规则将比预期更严格，该行业应该为最坏的情况做准备。”</p>\n<p>消息人士称，试行假期禁令增加了在学期期间禁止在周末进行线上和线下辅导的计划，这可能会使校外辅导企业的年收入减少多达70-80%。</p>\n<p>教育部正在起草的针对的是从幼儿园到12年级或K-12学生的补习市场，该行业近年来发展迅速。</p>\n<p>根据中国教育学会的最新数据，2016年，中国超过75%的K-12学生（年龄在6至18岁之间）参加了课外辅导班，数据表明这一比例有所上升。</p>\n<p>据路透社上个月报道，已经迫使至少一家提供辅导服务的大公司搁置10亿美元的融资轮，目前正在由高层推动。</p>\n<p>其中一位消息人士称，假期和周末补习禁令将在北京、上海和江苏等九个省市实施，然后在全国推广。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>中概教育股再遭血洗！传下周将出台更为严格的课外辅导新规</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n中概教育股再遭血洗！传下周将出台更为严格的课外辅导新规\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-06-16 22:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>6月16日，中概教育股持续走低，<a href=\"https://laohu8.com/S/TAL\">好未来</a>、<a href=\"https://laohu8.com/S/GOTU\">高途</a>均跌超10%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>跌超8%。</p>\n<p><img src=\"https://static.tigerbbs.com/d6b73de5211a2fb83f44092b0ac9f623\" tg-width=\"478\" tg-height=\"192\" referrerpolicy=\"no-referrer\"></p>\n<p>消息人士告诉路透，我国准备对1200亿美元的课外辅导行业进行比预期更为严厉的打击，包括试行禁止假期补习和限制广告。</p>\n<p>知情人士表示，新规定最早可能在下周公布，并于下个月生效，旨在缓解学童的压力并通过降低家庭生活成本来提高国家的出生率。</p>\n<p>消息人士称，北京、上海和其他主要城市在暑假和寒假期间试行禁止线上和线下辅导，这比路透社上个月首次报道的计划措施更进一步。</p>\n<p>其中一位消息人士表示，“新规则将比预期更严格，该行业应该为最坏的情况做准备。”</p>\n<p>消息人士称，试行假期禁令增加了在学期期间禁止在周末进行线上和线下辅导的计划，这可能会使校外辅导企业的年收入减少多达70-80%。</p>\n<p>教育部正在起草的针对的是从幼儿园到12年级或K-12学生的补习市场，该行业近年来发展迅速。</p>\n<p>根据中国教育学会的最新数据，2016年，中国超过75%的K-12学生（年龄在6至18岁之间）参加了课外辅导班，数据表明这一比例有所上升。</p>\n<p>据路透社上个月报道，已经迫使至少一家提供辅导服务的大公司搁置10亿美元的融资轮，目前正在由高层推动。</p>\n<p>其中一位消息人士称，假期和周末补习禁令将在北京、上海和江苏等九个省市实施，然后在全国推广。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/428db54350354f66d13560331e078b53","relate_stocks":{"EDU":"新东方","GOTU":"高途","TAL":"好未来"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196216953","content_text":"6月16日，中概教育股持续走低，好未来、高途均跌超10%，新东方跌超8%。\n\n消息人士告诉路透，我国准备对1200亿美元的课外辅导行业进行比预期更为严厉的打击，包括试行禁止假期补习和限制广告。\n知情人士表示，新规定最早可能在下周公布，并于下个月生效，旨在缓解学童的压力并通过降低家庭生活成本来提高国家的出生率。\n消息人士称，北京、上海和其他主要城市在暑假和寒假期间试行禁止线上和线下辅导，这比路透社上个月首次报道的计划措施更进一步。\n其中一位消息人士表示，“新规则将比预期更严格，该行业应该为最坏的情况做准备。”\n消息人士称，试行假期禁令增加了在学期期间禁止在周末进行线上和线下辅导的计划，这可能会使校外辅导企业的年收入减少多达70-80%。\n教育部正在起草的针对的是从幼儿园到12年级或K-12学生的补习市场，该行业近年来发展迅速。\n根据中国教育学会的最新数据，2016年，中国超过75%的K-12学生（年龄在6至18岁之间）参加了课外辅导班，数据表明这一比例有所上升。\n据路透社上个月报道，已经迫使至少一家提供辅导服务的大公司搁置10亿美元的融资轮，目前正在由高层推动。\n其中一位消息人士称，假期和周末补习禁令将在北京、上海和江苏等九个省市实施，然后在全国推广。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1926,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":135778155,"gmtCreate":1622189257977,"gmtModify":1622189257977,"author":{"id":"3521590769441177","authorId":"3521590769441177","name":"快涨起来","avatar":"https://static.tigerbbs.com/6a7b9327c1dcbbeacb1255b6fe157d3c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$</a>说明一下，小早是独立运营的公司，不是高途的业务，小早的所有支出和收入是不算在上市的财报里","listText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$</a>说明一下，小早是独立运营的公司，不是高途的业务，小早的所有支出和收入是不算在上市的财报里","text":"$高途(GOTU)$说明一下，小早是独立运营的公司，不是高途的业务，小早的所有支出和收入是不算在上市的财报里","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/135778155","isVote":1,"tweetType":1,"viewCount":1745,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3554459295496557","authorId":"3554459295496557","name":"战神白胜","avatar":"https://static.tigerbbs.com/49eadb9733ef207dd9f1221e2410fd30","crmLevel":2,"crmLevelSwitch":0},"content":"小早启蒙本来就是跟谁学的新业务线，持续投入持续亏损中，后来为了不影响财报，才独立出去，实际还是公司法人控制，资本操作而已。","text":"小早启蒙本来就是跟谁学的新业务线，持续投入持续亏损中，后来为了不影响财报，才独立出去，实际还是公司法人控制，资本操作而已。","html":"小早启蒙本来就是跟谁学的新业务线，持续投入持续亏损中，后来为了不影响财报，才独立出去，实际还是公司法人控制，资本操作而已。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":135574758,"gmtCreate":1622173147774,"gmtModify":1622173147774,"author":{"id":"3521590769441177","authorId":"3521590769441177","name":"快涨起来","avatar":"https://static.tigerbbs.com/6a7b9327c1dcbbeacb1255b6fe157d3c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$</a>有没有谁知道盘尾的383万股大单意味着什么？","listText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$</a>有没有谁知道盘尾的383万股大单意味着什么？","text":"$高途(GOTU)$有没有谁知道盘尾的383万股大单意味着什么？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/135574758","isVote":1,"tweetType":1,"viewCount":2737,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3492666186842287","authorId":"3492666186842287","name":"马甲","avatar":"https://static.tigerbbs.com/0313a49e0eab3259826c3cbaa473b1c4","crmLevel":1,"crmLevelSwitch":0},"content":"意味着裁员啊","text":"意味着裁员啊","html":"意味着裁员啊"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":938354133,"gmtCreate":1571283651822,"gmtModify":1704722156546,"author":{"id":"3521590769441177","authorId":"3521590769441177","name":"快涨起来","avatar":"https://static.tigerbbs.com/6a7b9327c1dcbbeacb1255b6fe157d3c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06055\">$中烟香港(06055)$</a>跌吧，别再挣扎了","listText":"<a href=\"https://laohu8.com/S/06055\">$中烟香港(06055)$</a>跌吧，别再挣扎了","text":"$中烟香港(06055)$跌吧，别再挣扎了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/938354133","isVote":1,"tweetType":1,"viewCount":402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":122816609,"gmtCreate":1624610218901,"gmtModify":1624610218901,"author":{"id":"3521590769441177","authorId":"3521590769441177","name":"快涨起来","avatar":"https://static.tigerbbs.com/6a7b9327c1dcbbeacb1255b6fe157d3c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$</a>今晚能到17吗？","listText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$</a>今晚能到17吗？","text":"$高途(GOTU)$今晚能到17吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/122816609","isVote":1,"tweetType":1,"viewCount":2598,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}