$好未来(TAL)$_老虎社区_美港股上老虎 - 老虎社区

$好未来(TAL)$ $新东方(EDU)$

整顿教育从来都是雷声大雨点小，转移公众注意力的一种正置方式。长期看一切都会回来

年底之前估计不会太乐观，刨除非常规操控，政策放松和投资信心的恢复之间还有一阵相当长的间隔

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

虎哥有话说
2018-10-17
虎哥有话说
主要是前期估值太高
- 文家老五:
  我倒是觉得这行业寡头太少，估值高反而是正常现象
多思
2018-10-17
多思
第一是人民币汇率问题，破7后的影响，第二，这次政策是动真格，无论是线下还是线上，彻底转型，意味着以前的增速没了，价值重估，政策带来的不确定性增加，要走的路还很长。第三美股调整已经不可避免，杀估值还会继续，综上，降低预期，控好仓位，以后有的是机会买到更低
复兴计划
2018-10-16
复兴计划
这个判断不错。

发表看法

4

5

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":306558,"tweetId":"306558","gmtCreate":1539682890377,"gmtModify":1704777711287,"author":{"id":3481722594045410,"idStr":"3481722594045410","authorId":3481722594045410,"authorIdStr":"3481722594045410","name":"文家老五","avatar":"https://static.tigerbbs.com/5d214de5fa359099d42f21fb5af80e70","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":4,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>$好未来(TAL)$ $新东方(EDU)$ </p> <p>整顿教育从来都是雷声大雨点小，转移公众注意力的一种正置方式。长期看一切都会回来</p> <p>年底之前估计不会太乐观，刨除非常规操控，政策放松和投资信心的恢复之间还有一阵相当长的间隔</p> <p></p> <p></p></body></html>","htmlText":"<html><head></head><body><p>$好未来(TAL)$ $新东方(EDU)$ </p> <p>整顿教育从来都是雷声大雨点小，转移公众注意力的一种正置方式。长期看一切都会回来</p> <p>年底之前估计不会太乐观，刨除非常规操控，政策放松和投资信心的恢复之间还有一阵相当长的间隔</p> <p></p> <p></p></body></html>","text":"$好未来(TAL)$ $新东方(EDU)$ 整顿教育从来都是雷声大雨点小，转移公众注意力的一种正置方式。长期看一切都会回来 年底之前估计不会太乐观，刨除非常规操控，政策放松和投资信心的恢复之间还有一阵相当长的间隔","highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/306558","repostId":0,"isVote":1,"tweetType":1,"viewCount":4396,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["EDU","TAL"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":188,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":1082537,"commentId":"1082537","gmtCreate":1539739974933,"gmtModify":1539739974933,"authorId":3479274692529662,"author":{"id":3479274692529662,"idStr":"3479274692529662","authorId":3479274692529662,"name":"虎哥有话说","avatar":"https://static.laohu8.com/picture16","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":306558,"objectIdStr":"306558","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"主要是前期估值太高","text":"主要是前期估值太高","html":"主要是前期估值太高","likeSize":0,"commentSize":1,"subComments":[{"id":1082600,"commentId":"1082600","gmtCreate":1539742522527,"gmtModify":1539742522527,"authorId":3481722594045410,"author":{"id":3481722594045410,"idStr":"3481722594045410","authorId":3481722594045410,"name":"文家老五","avatar":"https://static.tigerbbs.com/5d214de5fa359099d42f21fb5af80e70","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":306558,"objectIdStr":"306558","type":1,"supId":1082537,"supIdStr":"1082537","prevId":0,"prevIdStr":"0","content":"我倒是觉得这行业寡头太少，估值高反而是正常现象","text":"我倒是觉得这行业寡头太少，估值高反而是正常现象","html":"我倒是觉得这行业寡头太少，估值高反而是正常现象"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":1082116,"commentId":"1082116","gmtCreate":1539707156335,"gmtModify":1539707156335,"authorId":3437564172337995,"author":{"id":3437564172337995,"idStr":"3437564172337995","authorId":3437564172337995,"name":"多思","avatar":"https://static.tigerbbs.com/37744fe89e2e12f8ff61341498d78457","vip":1,"crmLevel":8,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":306558,"objectIdStr":"306558","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"第一是人民币汇率问题，破7后的影响，第二，这次政策是动真格，无论是线下还是线上，彻底转型，意味着以前的增速没了，价值重估，政策带来的不确定性增加，要走的路还很长。第三美股调整已经不可避免，杀估值还会继续，综上，降低预期，控好仓位，以后有的是机会买到更低","text":"第一是人民币汇率问题，破7后的影响，第二，这次政策是动真格，无论是线下还是线上，彻底转型，意味着以前的增速没了，价值重估，政策带来的不确定性增加，要走的路还很长。第三美股调整已经不可避免，杀估值还会继续，综上，降低预期，控好仓位，以后有的是机会买到更低","html":"第一是人民币汇率问题，破7后的影响，第二，这次政策是动真格，无论是线下还是线上，彻底转型，意味着以前的增速没了，价值重估，政策带来的不确定性增加，要走的路还很长。第三美股调整已经不可避免，杀估值还会继续，综上，降低预期，控好仓位，以后有的是机会买到更低","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":1081482,"commentId":"1081482","gmtCreate":1539698455533,"gmtModify":1539698455533,"authorId":3479156248791467,"author":{"id":3479156248791467,"idStr":"3479156248791467","authorId":3479156248791467,"name":"复兴计划","avatar":"https://static.tigerbbs.com/c10d2ba3aa6d31cda64398d07bf813cb","vip":1,"hat":"https://static.tigerbbs.com/d30fc324d24ff33075e053005564f0df","crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":306558,"objectIdStr":"306558","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"这个判断不错。","text":"这个判断不错。","html":"这个判断不错。","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/306558"}