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- 泡泡邮递员i泡泡邮递员i
  ·2024-01-11
  数字教育新一轮洗牌结束，2023年成功转型并留下的公司都有一定的硬实力，这条赛道目前虽然行进不易，但长坡厚雪终会给坚持者以回报，$高途(GOTU)$ 、$百家云(RTC)$ 、$有道(DAO)$ 加油啊！💪🏻
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- 泡泡邮递员i泡泡邮递员i
  ·2024-01-11
  $百家云(RTC)$
  848 评论
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- 泡泡邮递员i泡泡邮递员i
  ·2023-12-28
  翻翻$新东方-S(09901)$ 2024财年的一季报，营收同比增长47.7%高达11亿美元，净利润1.65亿美元，营收主要由教育新业务及东方甄选自营产品和直播电商业务来驱动。可以看到直播电商已成为新东方收入增长和利润率提高的关键动力，虽然通过这一业务转型新东方焕发新生，但我个人还是更看好纯教育科技企业，知识产权、发明专利到位，教育科技企业的护城河更加牢固，长线发展相对更扎实。$掌趣科技(300315)$ 、$百家云(RTC)$
  2,722 评论
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- 泡泡邮递员i泡泡邮递员i
  ·2023-12-09
  在之前教育装备展上发现了两家企业挺亮眼：奥威亚打造出沉浸式“AI+教育”展馆，这家是$国新文化(600636)$ 的全资子公司；$百家云(RTC)$ 智慧校园展区，有三个课堂、教育一体机、数字化实验室等，观众可以沉浸体验最新的数字教育成果，感觉教育数字化还是挺有搞头的！
  3,327 评论
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- 泡泡邮递员i泡泡邮递员i
  ·2023-12-08
  最近高瓴、腾讯、SIG投资了一家教育SaaS企业，给长期看好教育数字化赛道的股友们一阵鼓舞，毕竟一二级市场相通，一级市场上的赛道冷热，也会在二级市场股价表现上体现出来，那几家长期布局教育SaaS技术的企业多看看$百家云(RTC)$ ，$科大讯飞(002230)$ ，$佳发教育(300559)$ 。
  3,260 评论
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