红黄蓝长期持有，短期谨慎看多

$红黄蓝(RYB)$我国教育股都应该长期看涨！有孩子的家庭都知道，孩子教育支出基本上是家庭最大支出，幼教和国际学校都会出现百亿美金市值的公司

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这样才好吃
2017-10-12
这样才好吃
是的.....现在幼儿园资源很紧俏，儿童教育投入很大，红黄蓝应该会在推出更加高端幼儿园，现在商场的实体店越来越少，蓝色港湾的侧楼全部是儿童亲子园和教育服务.....小孩要玩这个真心没有办法轻资产网络化，小孩盯着屏幕也不健康....动不动充卡几千跟玩一样.......严重长期看好
Jackgui
2017-10-12
Jackgui
不需要超过好未来和新东方，细分行业不一样，如果红黄蓝能有能力办高端幼儿园最好，我知道上海的高端幼儿园要排队好久的，因为直接决定了能否上好的民办小学，就看红黄蓝的管理层，只要正常运作，成长就没问题，长期持股，不做短线
这样才好吃
2017-10-12
这样才好吃
幼儿园做好了扩张到小学中学国际学校...也是按部就班的事情....要超过TAL肯定没戏.....但是被收购也是很好的

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