$好未来(TAL)$_老虎社区_美港股上老虎 - 老虎社区

$好未来(TAL)$可以读一下今天36氪对张总采访，否认了浑水做空影响，但是很无力;承认新政策影响大，发力AI、互联网、智慧教育这些长期看不到的收益的项目，看似很大故事可以讲，但很大可能就是故事而已;开始做服务公立学校的教育，这不是抢公立学校饭碗？收益是什么？

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

海天云阔
2018-08-23
海天云阔
分析的其实挺有道理的，其实好的公立学校和民办学校其实不一定看的上你，差的和比较弱的公立学校和民办学校就像做慈善一样，而且也没有口碑效应，只有跟优秀的公办或者民办学校合作才能产生口碑效应的，这个业务一开始就跟弱的学校合作，已经输在了起跑线上，这个跟学而思一开始就做培优赢在起跑线上是一个道理。
- cymbank:
  学而思靠奥数起家，也是沾了政策红利，现在政策变了，红利没有了。
RhRe
2018-08-23
RhRe
不懂就多看看，赋能公立教育，解决的是教育资源不平衡的问题
- RhRe回复cymbank:
  拼多多崛起还看不明白么？你所谓的低端市场市场是多少，培优已经增长乏力了，不下沉等死？聊偏了吧，刚开始回答你的是怎么赋能解决教育不公平的问题吧，瞧不上你就空，或者走人，呵呵
- cymbank回复RhRe:
  只能说想法美好。打个比方，这次转型本质就是好未来由一个做苹果手机高利润转型做人人都能用得起的低端机了，你觉得会好过？利润会好？
- RhRe回复cymbank:
  民促法没看懂吧？谁来买单还不清楚么？鼓励民办自负盈亏，通过双师降成本提高教学品质，这一件对谁都好的事（学生家长也能经济上减负，不用买学区房或者非要去最好的学校上学）看不明白？
- RhRe回复cymbank:
  你去看看偏远地区和较弱公立学校是怎么用双师的吧，从教学内容，所在学校老师的备课，还有作业同步及反馈上这种系统的解决方案提高品控，你以为跟看直播一样牵根网线？不怎么赚钱倒是实话
- cymbank:
  另外尝试的一些试点单位都是希望小学，贫困地区学校，请问谁来为你的赋能公立教育买单？
Jayyih
2018-08-23
Jayyih
「开始做服务公立学校的教育，这不是抢公立学校饭碗？」又一个不懂情况的韭菜
ZOE011
2018-08-23
ZOE011
又在这行夏妮马掺和
不动如山
2018-08-23
不动如山
空头？
- cymbank:
  不多不空，只是先观察这个行业

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