現在教育股依然有利可圖,看好未來

        前段時間教育新規落地

        無疑是給本來不咋地的教育行業來了一個當頭一金箍棒一般差點直接要了老命一般。

之前行業三劍客一直受到資本的追捧一路高歌猛進,股價一路飆升,後來又開始走下坡路,直到新規落地,直接來個斷頭斬,可以說是直接略過谷底直奔地獄都不爲過。

雖然說這個階段打擊不小,行情複雜程度也不低,但是要注意一下就是現階段正是行業優勝虐汰的關鍵時期,只有行業的領頭羊才能最後活下來,並慢慢繼續發展。

就目前來說我還是比較看好教育行業的,尤其是這個關鍵時期,大部分以前買不到嫌貴了,這個就是機會,天賜良機也不爲過。

當然也有風險,就是這些企業破產退市啥的,不過連行業老大哥都倒下了,二弟三弟也玩完了,那這個行業就可以推到重來了。

這會帶來連鎖效應,各種各樣想起來都複雜,還是別想的好,因爲這是zf會去想的,該鬆口鬆口該放鬆還是可以滴。

我不太喜歡分享太多數據的東西,簡單分享個人的觀點,如果看好的,可以分批買5次,10次,20次,一週還是一個月,總共買半年還是一年拿來堅持。

都知道教育行業要想發展起來,時間還是要的$新東方(EDU)$$高途(GOTU)$$好利來(002729)$



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  • KYHBKO
    ·2021-09-05
    it will depend also on how the industry is to pivot based on the new rules.  it is better to buy later than be part of the slippery slope.
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    • RajinUD
      like
      2021-09-05
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    • Stitch123
      Agree. Wait and see how it play out.
      2021-09-05
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    • 安盛美妆
      好好玩
      2021-09-05
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  • 宝宝金水_
    ·2021-09-02
    这个时候筹码肯定都是带血的,要是真的能逮住那个能活下去的,肯定是好的,万一我是说万一逮住要死的那你就完了。
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    • yumiTT
      good
      2021-09-05
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    • 红金鱼辣椒Replying to安彼森
      运气加眼光!?
      2021-09-04
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    • 安彼森
      如果看好的情况下想买,又不确定那就仓位小一点,试探性的
      2021-09-02
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  • leilei369
    ·2021-09-03
    what about $TAL Education Group(TAL)$
    this recovery may take awhile
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    • 安彼森
      是的,一年半载可能更久
      2021-09-03
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  • 100哥
    ·2021-09-03
    这次改革,估计没问过学生的意见,打死不信没学生愿意主动补习的,那想补习的怎么办?还不是有钱人一对一的家教补习,岂不是更缺补习老师了,更贵更高的补习费,私教更吃香
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    • FT585
      ?
      2021-09-05
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  • 揭人不揭短
    ·2021-09-02
    这几个股我还是觉得新东方活下去的概率大一些,毕竟不仅仅是学科教育。
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    • 安彼森
      行业领头羊,另两个二弟三弟
      2021-09-02
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  • Upswing118
    ·2021-09-05
    These edu stocks have better fundamentals than a lot of stocks listed in nyse n ndac, just hurt by regulators. Else, growth potential is there. Hope they can bounce back stronger w diff biz model.
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  • 哎呀呀小伙子
    ·2021-09-02
    小看了这次改革的决心了吧,现在高中的升学率,是实际的,只有百分之五十,所以你说的校外教育还是多看看。
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    • 安彼森
      确实是这样,情况复杂,多看少动,看好分批建仓是最好的
      2021-09-02
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  • 咪咕蜡
    ·2021-09-02
    还好我跑的够快,这套的可够牢的啊,教育太惨了
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    • 安彼森
      这一套估计也要个一年半载才能恢复正常
      2021-09-02
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  • 山头的小猪
    ·2021-09-02
    我也觉得地震即契机,打算长线持有,等一个奇迹
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    • 安彼森
      英雄所见略同,不过要做好长久之计,一年半载很正常,分批次稳
      2021-09-02
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  • 维克多1
    ·2021-09-02
    前几天游戏方面又下锤了,教育改革的力度你觉得还会小吗
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    • 安彼森
      不要太悲观,机会还是有的哟
      2021-09-02
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  • 肯定要转型
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    • 安彼森
      所谓的上有政策下有对策,这很中国的 [贱笑]
      2021-09-03
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  • XD绿意盎然
    ·2021-09-02
    短期不可能了,长期估计也够呛,快跑
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    • 安彼森
      一年半载至少,做好长久打算
      2021-09-02
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  • SquareGuy
    ·2021-09-05
    Avoid at all cost.   I rather park at space intelligence counter for the long term to improve overall portfolio e.g. Black Sky

    $Osprey Technology Acquisition Corp(SFTW)$

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  • matwonderboy
    ·2021-09-03
    Education will never die....
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  • Anh
    ·2021-09-05
    Gaming regulations will not be at education sector's expense. The latter will find ways to creep in, even if it ain't for profit. Something's got to give at the end of the day.
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  • Newcomer007
    ·2021-09-05
    Yes, better to buy later. let it stable first before going in. Safe trade
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  • Hemark
    ·2021-09-05
    Well done
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  • 学科教育的大刀刚拿起来你就想伸头呀,这样不好。
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  • 现在抄底还是为时尚早,如果真的想买,还是再等等……
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  • Tilon_Song
    ·2021-09-05
    I don't think it is the right time to enter it, unless the policy changes, else they'll barely be profitable.
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