$跟谁学(GSX)$_老虎社区_美港股上老虎 - 老虎社区

$跟谁学(GSX)$视频教育行业有一个最大逻辑问题，就是效果与实体上课有很大差别，当然中国市场非常大，又受疫情影响，但是财务造假在信用社会不会长久，sec比较慢，但是一旦有证据，可能又会出现一个瑞幸，价格长期来看一定是靠企业价值来支持的，做空对企业对市场是非常有好处的，前提是要活下来

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Asper
2020-07-10
Asper
在线教育还是有市场的，介于现场教学和纯视频课件之间。教育市场足够大，家长很忙的情况下，小孩的教育本来就是刚需，这个市场本身没啥好质疑的

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