$跟谁学(GSX)$_老虎社区_美港股上老虎 - 老虎社区

$跟谁学(GSX)$ 请教一下，看上去公司有盈利，为啥蛮多人看这票会跌呢

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

杰森张
2020-07-01
杰森张
个人判断，如果讲错了，只是我认知和你的不一样
1、没看到有核心技术，无技术壁垒
2、做教育的，不掌握核心资源，只是个平台，无业务壁垒
3、号称有特别的商业模式，但现在信息如此发达，商业模式不构成壁垒
4、先发优势不明显，市场占有率也一般
5、K12在线教育是个大市场，但市场不是高增长，群雄逐鹿红海，撑不起那么多千亿市值的公司
如果是投资价值，票不值这个价，但有资本控盘、市场投机因素，我预测不了
- 思达笛:
  讲的很好。我买过账面有盈利，但没有亮点的小盘股票，确实很鸡肋
Karma
2020-07-01
Karma
做过运营和管理的应该看一下他们的利润表，销售费用过高通常都是虚增营收的惯用手段，别问为什么，如果你做过大公司的销售就明白了。
- 思达笛:
  看流动资产占市值的一半多了，能不能说明有控盘的风险呀？
009fk
2020-07-01
009fk
市盈率都快300了，不说什么造假吧，你觉得这叫赚了钱？皮包公司到底价值几何？股价一折都还是贵！
- 思达笛:
  市场潜能有限对吧
快涨起来
2020-07-01
快涨起来
因为他们都跟着浑水做空了，现在赔钱了
- 思达笛:
  [捂脸]
- 交易思考:
  铁托秀儿
009fk
2020-07-01
009fk
数据都是编的，就靠游资翻江倒海了。中概股，你还真当真？投资中概，大概率成中丐。就一个投机股，别想多了
009fk
2020-07-01
009fk
香茹托又来喘了，好自豪哦，终身事业啊。皮包公司养水军一辈子的。看看这些ID来回蹦跶，你就知道皮包公司业绩有多好了，不请水军灌水不行啊。

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