$新东方(EDU)$_老虎社区_美港股上老虎

2021-07-24

$新东方(EDU)$$好未来(TAL)$$高途(GOTU)$关于校外学科培训谈谈感想，分析问题就要抓住问题的核心：一切影响生育率的问题，都要解决掉。

简单查了一下资料，可能不准确，中国2020年生育率是1.3，低于一直人口老龄化严重，出生率低的日本（1.4）。出生率低的问题从现在才开始解决已经晚了，但是必须要解决，这是关系到人口红利的大事。

要想解决生育率肯定得从多方面下手，育儿成本肯定是其中之一，校外培训就成了其中的一环。很多人谈教育公平，教育转型，减负，素质教育，可这些并不是政策核心去解决的问题。核心就是解决钱的问题。仔细看文件就能发现一个关键词，非营利性机构。说白了就是你们不能从家长兜里挣钱！

关键核心搞清楚了，再去分析这些校外培训机构将会面临什么样的变革。不仅仅如此，在育儿成本中的其它方面，以后会一个一个解决的。

教育股再遭重击，你怎么看？

监管发布《关于进一步减轻义务教育阶段学生作业负担和校外培训负担的意见》的通知》，此外，中金下调多只教育股的目标价及评级，受此影响，新东方持续下挫，现跌超40%，报32.40港元，股价创上市以来新低，最新市值555.41亿港元，你怎么看？

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

方导
2021-07-24
方导
不拿学区房，高房价开刀，却拿培训开刀。培训费再高，比房价还是便宜多了吧，高房价才是压的年轻人不想结婚生育的主因吧
- 小核桃123:
  正因为不能搞房价，所以才需要培训打掩护，让它背锅
- 0xJayden:
  你估计没看新闻……上海学区房挤泡沫，北京学区重新搞政策，看来你靠炒股发财的机会不是那么靠谱
- Jet2017回复LOUISAP:
  这有什么用？中国的房价一半是各种税费，把这部分免了，大家才敢生
- LOUISAP回复凌夜:
  你这回复真是听不懂，有没有学区房跟国家有没有拿学区房开刀没关系吧？北京今年没有拿学区房开刀吗？而且我敢说一年比一年的严格执行多校划片。这种示范作用就是去除住房的学区房属性。
- 凌夜回复LOUISAP:
  你有学区房嘛，说这话，1折拿出去卖
最爱大波浪
2021-07-24
最爱大波浪
目的是让工农阶级的多生孩子，然后学习上没有竞争力，也没地方鸡娃，安心当农民和工人😂，然后继续生
- 老头子回复LOUISAP:
  房价，教育，医疗，人们其实都还负担的起，最核心的是心态的“焦虑”，20岁刚毕业就想在大城市买房，不买房孩子就没办法上学，没办法享受该城市的基础设施和福利。以前自己在农村都可以盖房，现在都想过好日子，比着拼着，谁都怕做平均数以下的人。
- LOUISAP回复老头子:
  国家已经开始治理学区房，学区房属性没有了，也就不存在学区房了。
- Zackxs回复期权我就看看:
  中国农村的彩礼要求已经超出你想象，农村关棍找不到老婆因为家里出不起彩礼，还怎么生？你家生越多越没钱讨老婆和过去不一样了
- Zackxs回复LOUISAP:
  有钱人会去找一对一的私教，以后开小灶只有特权和有钱人，最后好的大学还是有钱人上，你怎么禁止私教呢？要解决生育问题，住房和工作生存环境才是首要问题，培训这个还是次要问题
- Jet2017回复期权我就看看:
  拉倒吧！你看看现在物价，多张口穷人根本受不了
东风洛
2021-07-24
东风洛
依法治国？呵呵。一张纸而已！
- 小核桃123:
  A4治国
乐元素
2021-07-24
乐元素
钱用来扶养孩子，没有教育加成是要造就大批农民工么？
- 花木兰兰:
  GJ不需要那么多人接受高等教育
- 长风破浪会有时_:
  人形干电池不需要那么高的学历
- LOUISAP:
  义务教育是干什么的？没有校外培训机构之前，没法上学了？
星星之火可以燎愿
2021-07-27
星星之火可以燎愿
人口数量断崖式下跌的根本原因是相关部门没有及时调整计划生育吧……，拿培训机构开刀纯粹是柿子专挑软的捏。听说过中国的80后吧，种种事件巧合都被80后赶上了，这次最终还是广大80后承担了所有
- LOUISAP:
  计划生育确实是很糟糕的政策 [流泪]
炘泰
2021-07-24
炘泰
拿教育说事？还不如搞一下房价。
- _8061:
  你要知道既得利益者是谁，就知道房价为什么难降了 [得意]

发表看法

187

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