顽强爬山虎
2022-06-16
[开心]
[开心]
@躺平指数:
$新东方在线(01797)$回到前期高点是躺姐认为的合理区间。 为什么呢? 本身新东方在线2019年3月上市的时候就没啥K12业务,基本上只有大学业务和成人教育等。过了一年后就从IPO时的10块涨到30块了,那时候K12业务也不过两三亿营收,到2020年七月市值达到最高点43块+。而教培行业政策的出台,对于新东方在线来说,也不过是拿掉了K9业务,占比营收最多50%。 本次直播的出圈,几天直播间粉丝上千万,弥补几个亿收入是很简单的事情,且想象力会更大,一如阿里、拼多多、字节跳动,互联网平台中收广告费是最突出的一个变现模式,投资到最后,投的是人,又回到大家都关注的焦点,你到底相不相信老俞,即使没有了直播,也还会有别的,这一群人永远不容易被埋没。
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