风清扬JackWang
2021-09-08
核心业务都被取消了,仅剩边角业务被统一定价了,还回暖?可否做一下专业的基本面调研再误导股民
@小镇做T家:
暑假结束,重新投资教育股 我在六月中旬说,要在暑假结束前完成对教育股的批次建仓。现在暑假刚结束,教育股们已经触底反弹,有的已经涨超50%以上(距离最低点)。虽然我喊的时间有点早,有被后面7.19的双减政策重伤到,但整体上,我对于建仓的周期逻辑是没问题的。暑期一过,教育回暖。(原贴发表于6月15日,我懒得再回去翻了,有兴趣的朋友可以自己找原贴)$新东方-S(09901)$$新东方在线(01797)$$高途(GOTU)$$好未来(TAL)$
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