新东方今天盘前没有大跌

2021-06-17

今天出来这样一则新闻，有可能禁止寒暑假补课的新规：

按简单的因果逻辑，$新东方(EDU)$ 应该盘前大跌的，但是很奇特，盘前最多只跌了3个点。也许是市场认为利空出尽了？

说实话，寒暑假禁止补课，这个超出了我的认知范围。一些学习成绩相对一般，但是好学，希望迎头赶上的学生应该很多，如果禁止寒暑假补课，这部分学生学习的权力，又怎么去保证呢？所以，我是一头雾水。我推断，这则新闻报道的，不会太准确。将来可能会出台一些限制的规则，类似于王者荣耀防止未成年人的沉迷机制一样，但是完全禁止，我觉得可能性不大。

今晚看情绪，小跌观望，大跌加仓。

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

安东尼项
2021-06-17
安东尼项
跌了5%了，加仓？观望？
- 丹婷回复安东尼项:
  我个人认为是因为K12业务的营收占新东方的50%，是头部几家里相对比较少的。而且它起家的主业主要靠出国培训，当然，疫情对这块儿业务也有蛮大的影响。但它的转型还是比猿辅导、好未来相对容易吧
- 安东尼项回复少帅Pro:
  哥，怎么对新东方这麽有信心？
- 少帅Pro:
  才5%，早着呢，我浮亏20%考虑补仓。
Rosalynchen
2021-06-17
Rosalynchen
也有一种可能是现在的学生教育竞争太激烈了，大家都知道学的不行就补课，这种状态持续下去就会不断内卷，于是有的地方政策不允许高中接受复读生，可能也是想让一批学生引入职业专科吧
Damon彦
2021-06-17
Damon彦
别说了，我昨天已经在大跌后加仓长期权等价格修复了
Sculilei
2021-06-17
Sculilei
被套了 [捂脸]
涨兄
2021-06-17
涨兄
毕竟禁得了机构，解决不了个人的问题。
一二一二一二
2021-06-17
一二一二一二
今天加仓了吗？

发表看法

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[捂脸]","text":"被套了 [捂脸]","html":"被套了 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