打击行业大旗舰，取缔_老虎社区_美港股上老虎

2021-06-09

打击行业大旗舰，取缔教培小作坊，目前的政策只会进一步加剧阶层固化。公立学校的作业越留越少，不鼓励校外培训，K12机构重新洗牌。但是，精英阶层的家长花在孩子身上的钱一分不会少；不论是爱好养成、素质培训还是课业辅导，不去培训机构，也可以花最多的钱，请最好的家教。长此以往，普通家庭的父母会越来越焦虑，孩子花在课外辅导的时间越来越少，也越来越难考到好的大学。

我的分析是：政策转向是暂时的，刚需是永恒的。$好未来(TAL)$$新东方(EDU)$$高途(GOTU)$这些巨头100%的涨幅今年年内可期。短期内波动很大，但是优秀赛道的优质公司，不可能就这样沉沦的。未来最好的是$好未来(TAL)$。

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

undefined
2021-06-10
undefined
只有穷人才会想着公平与平等，然而这个世界就是弱肉强食的本质不会变，富人会更容易占有社会资源。富人可以背后里吃着几百万一条的蓝鲫金枪鱼，然后让穷人爱护环境与生态。富人绝不会和你共享同样的教育资源，一定会比你更需要教育资源
Blakezzd
2021-06-09
Blakezzd
我认为新东方还有意义，起码还有雅思托福sat之类的培训兜底.....，出国留学新东方还是最老的品牌吧
- 罗叔:
  你说的没错儿，不过优势赛道完全不是一个量级。新东方不会差，潜力有限。
karlbox512
2021-06-09
karlbox512
这会是13年茅台么
- 罗叔:
  茅台不至于哈哈哈
Ikhas
2021-06-09
Ikhas
看好好未来。
- Ikhas回复罗叔:
  比新东方好。
- 罗叔:
  嗯最大赛道，最大旗舰
达芬奇密码
2021-06-09
达芬奇密码
一句话。校外培训对于教育公平是有益的还是有害的？既然国家已经开始关注到这一块了，有害的被整死是迟早的事情。
- undefined:
  什么叫教育公平在线教育可以让山沟里的孩子同样学到名师得课。而不是你的数学是体育老时教的
- 晚风作酒:
  教育公平又不是大家都不学习
Broad
2021-06-09
Broad
不看好，靠读书翻越阶级越来越难，具有专才的家庭教师也许是有钱人专属的，普通培训是技术培训的补充，国家补贴

发表看法

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最大赛道，最大旗舰","text":"嗯 最大赛道，最大旗舰","html":"嗯 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