【补】2020年9月_老虎社区_美港股上老虎

2020-09-26

【补】2020年9月23日在80块钱加仓了。

理由，基本想明白了，跟谁学能这么增长，是解决了以前新东方、学而思这样的线下机构一直没解决的问题：下沉市场全国市场。以前他们再nb，就nb个一二线城市，跟谁学这样的机构一杆子打到底，这个市场就太大了，增长空间太大了。

那么，为什么非得是跟谁学？也不非得是跟谁学，这个市场能容下太多玩家了，巨头玩家，因为市场太大。但是，先发优势，你挡不住啊，在线直播大班，是跟谁学最先跑出来的，这种“创新者的领先优势”，多少有点玄学，但是似乎确实是普遍规律？？？
$跟谁学(GSX)$
$有道(DAO)$
$好未来(TAL)$

（为啥不当天说？多少还是心虚的，股票这玩意谁敢打包票。）

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

Seamus2015
2020-09-29
Seamus2015
别逗了，我教育从业者，接触大量教师以及学生，身边没人用这货
- Seamus2015回复大哥千万别站山上:
  学而思新东方甚至学大身边都有人在上课。在线的话小猿搜题学生用的也很多，有道的课程也有人报，就是没人用跟谁学。我的学生以及接触范围从北京到深圳，到太原，汕头这些二三线城市。不过听我大学同学说，小县城类好像有人用
- 大哥千万别站山上:
  敬你是干这个的，回复一下：1.每个人接触到的东西不一样，认知就不太一样。2.您反馈的信息是我期待的信息，要是每个人都知道或者身边人在用跟谁学，那，市场可能到头了。
教育老李
2020-09-26
教育老李
很对，一个网线解决中国教育资源均衡化问题，厉害！
大哥千万别站山上
2020-09-28
大哥千万别站山上
改正，9月3号。
Mrzebra
2020-09-26
Mrzebra
谎话说的自己都信了，这也是一种能力
虎先森258
2020-11-14
虎先森258
你好，现在还好吗？
老庄股也敢乱加仓 [汗颜]
kk妈咪
2020-10-01
kk妈咪
少儿编程这块有道是做的最好的，有道的课程回放也是做的最好的，看好它！

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":974224030,"tweetId":"974224030","gmtCreate":1601116600020,"gmtModify":1703823589407,"author":{"id":3480924163824733,"idStr":"3480924163824733","authorId":3480924163824733,"authorIdStr":"3480924163824733","name":"大哥千万别站山上","avatar":"https://static.tigerbbs.com/5bf6bd6c2ee4205cb570437b369734b6","vip":2,"userType":2,"introduction":"日拱一卒，多看一二，慢慢来比较快。","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":7079,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>【补】2020年9月23日在80块钱加仓了。 理由，基本想明白了，跟谁学能这么增长，是解决了以前新东方、学而思这样的线下机构一直没解决的问题：下沉市场全国市场。以前他们再nb，就nb个一二线城市，跟谁学这样的机构一杆子打到底，这个市场就太大了，增长空间太大了。 那么，为什么非得是跟谁学？也不非得是跟谁学，这个市场能容下太多玩家了，巨头玩家，因为市场太大。但是，先发优势，你挡不住啊，在线直播大班，是跟谁学最先跑出来的，这种“创新者的领先优势”，多少有点玄学，但是似乎确实是普遍规律？？？ <a target=\"_blank\" href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/DAO\">$有道(DAO)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/TAL\">$好未来(TAL)$</a> （为啥不当天说？多少还是心虚的，股票这玩意谁敢打包票。） </body></html>","htmlText":"<html><head></head><body>【补】2020年9月23日在80块钱加仓了。 理由，基本想明白了，跟谁学能这么增长，是解决了以前新东方、学而思这样的线下机构一直没解决的问题：下沉市场全国市场。以前他们再nb，就nb个一二线城市，跟谁学这样的机构一杆子打到底，这个市场就太大了，增长空间太大了。 那么，为什么非得是跟谁学？也不非得是跟谁学，这个市场能容下太多玩家了，巨头玩家，因为市场太大。但是，先发优势，你挡不住啊，在线直播大班，是跟谁学最先跑出来的，这种“创新者的领先优势”，多少有点玄学，但是似乎确实是普遍规律？？？ <a target=\"_blank\" href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/DAO\">$有道(DAO)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/TAL\">$好未来(TAL)$</a> （为啥不当天说？多少还是心虚的，股票这玩意谁敢打包票。） </body></html>","text":"【补】2020年9月23日在80块钱加仓了。 理由，基本想明白了，跟谁学能这么增长，是解决了以前新东方、学而思这样的线下机构一直没解决的问题：下沉市场全国市场。以前他们再nb，就nb个一二线城市，跟谁学这样的机构一杆子打到底，这个市场就太大了，增长空间太大了。 那么，为什么非得是跟谁学？也不非得是跟谁学，这个市场能容下太多玩家了，巨头玩家，因为市场太大。但是，先发优势，你挡不住啊，在线直播大班，是跟谁学最先跑出来的，这种“创新者的领先优势”，多少有点玄学，但是似乎确实是普遍规律？？？ $跟谁学(GSX)$ $有道(DAO)$ $好未来(TAL)$ （为啥不当天说？多少还是心虚的，股票这玩意谁敢打包票。）","highlighted":1,"essential":2,"paper":1,"likeSize":22,"commentSize":16,"repostSize":2,"favoriteSize":0,"link":"https://laohu8.com/post/974224030","repostId":0,"isVote":1,"tweetType":1,"viewCount":27033,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["DAO","GOTU","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":527,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":2899580,"commentId":"2899580","gmtCreate":1601389237104,"gmtModify":1601389237104,"authorId":59066972218804,"author":{"id":59066972218804,"idStr":"59066972218804","authorId":59066972218804,"name":"Seamus2015","avatar":"https://static.tigerbbs.com/b5b67217f0d0da107cbc2a748f6099c2","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":974224030,"objectIdStr":"974224030","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"别逗了，我教育从业者，接触大量教师以及学生，身边没人用这货","text":"别逗了，我教育从业者，接触大量教师以及学生，身边没人用这货","html":"别逗了，我教育从业者，接触大量教师以及学生，身边没人用这货","likeSize":0,"commentSize":2,"subComments":[{"id":2901000,"commentId":"2901000","gmtCreate":1601424084122,"gmtModify":1601424084122,"authorId":59066972218804,"author":{"id":59066972218804,"idStr":"59066972218804","authorId":59066972218804,"name":"Seamus2015","avatar":"https://static.tigerbbs.com/b5b67217f0d0da107cbc2a748f6099c2","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3480924163824733,"repliedAuthor":{"id":3480924163824733,"idStr":"3480924163824733","authorId":3480924163824733,"name":"大哥千万别站山上","avatar":"https://static.tigerbbs.com/5bf6bd6c2ee4205cb570437b369734b6","vip":2,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":974224030,"objectIdStr":"974224030","type":1,"supId":2899580,"supIdStr":"2899580","prevId":2900983,"prevIdStr":"2900983","content":"学而思&nbsp; 新东方&nbsp; 甚至学大&nbsp;&nbsp; 身边都有人在上课。在线的话小猿搜题学生用的也很多，有道的课程也有人报，就是没人用跟谁学。我的学生以及接触范围从北京到深圳，到太原，汕头这些二三线城市。不过听我大学同学说，小县城类好像有人用","text":"学而思&nbsp; 新东方&nbsp; 甚至学大&nbsp;&nbsp; 身边都有人在上课。在线的话小猿搜题学生用的也很多，有道的课程也有人报，就是没人用跟谁学。我的学生以及接触范围从北京到深圳，到太原，汕头这些二三线城市。不过听我大学同学说，小县城类好像有人用","html":"学而思&nbsp; 新东方&nbsp; 甚至学大&nbsp;&nbsp; 身边都有人在上课。在线的话小猿搜题学生用的也很多，有道的课程也有人报，就是没人用跟谁学。我的学生以及接触范围从北京到深圳，到太原，汕头这些二三线城市。不过听我大学同学说，小县城类好像有人用"},{"id":2900983,"commentId":"2900983","gmtCreate":1601423577048,"gmtModify":1601423577048,"authorId":3480924163824733,"author":{"id":3480924163824733,"idStr":"3480924163824733","authorId":3480924163824733,"name":"大哥千万别站山上","avatar":"https://static.tigerbbs.com/5bf6bd6c2ee4205cb570437b369734b6","vip":2,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":974224030,"objectIdStr":"974224030","type":1,"supId":2899580,"supIdStr":"2899580","prevId":0,"prevIdStr":"0","content":"敬你是干这个的，回复一下：1.每个人接触到的东西不一样，认知就不太一样。2.您反馈的信息是我期待的信息，要是每个人都知道或者身边人在用跟谁学，那，市场可能到头了。","text":"敬你是干这个的，回复一下：1.每个人接触到的东西不一样，认知就不太一样。2.您反馈的信息是我期待的信息，要是每个人都知道或者身边人在用跟谁学，那，市场可能到头了。","html":"敬你是干这个的，回复一下：1.每个人接触到的东西不一样，认知就不太一样。2.您反馈的信息是我期待的信息，要是每个人都知道或者身边人在用跟谁学，那，市场可能到头了。"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":2893183,"commentId":"2893183","gmtCreate":1601133313793,"gmtModify":1601133313793,"authorId":3538033902552567,"author":{"id":3538033902552567,"idStr":"3538033902552567","authorId":3538033902552567,"name":"教育老李","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":974224030,"objectIdStr":"974224030","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"很对，一个网线解决中国教育资源均衡化问题，厉害！","text":"很对，一个网线解决中国教育资源均衡化问题，厉害！","html":"很对，一个网线解决中国教育资源均衡化问题，厉害！","likeSize":6,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":2894791,"commentId":"2894791","gmtCreate":1601246864029,"gmtModify":1601246864029,"authorId":3480924163824733,"author":{"id":3480924163824733,"idStr":"3480924163824733","authorId":3480924163824733,"name":"大哥千万别站山上","avatar":"https://static.tigerbbs.com/5bf6bd6c2ee4205cb570437b369734b6","vip":2,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":974224030,"objectIdStr":"974224030","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"改正，9月3号。","text":"改正，9月3号。","html":"改正，9月3号。","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":2892953,"commentId":"2892953","gmtCreate":1601118156949,"gmtModify":1601118156949,"authorId":49854532403720,"author":{"id":49854532403720,"idStr":"49854532403720","authorId":49854532403720,"name":"Mrzebra","avatar":"https://static.laohu8.com/e56988c13b727d4b83cdf56ce511266b","vip":1,"hat":"https://static.tigerbbs.com/75944ad144f2566ba526ce9b292d3cd2","crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":974224030,"objectIdStr":"974224030","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"谎话说的自己都信了，这也是一种能力","text":"谎话说的自己都信了，这也是一种能力","html":"谎话说的自己都信了，这也是一种能力","likeSize":2,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":3041134,"commentId":"3041134","gmtCreate":1605322479663,"gmtModify":1605322479663,"authorId":3497765236499994,"author":{"id":3497765236499994,"idStr":"3497765236499994","authorId":3497765236499994,"name":"虎先森258","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":974224030,"objectIdStr":"974224030","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"你好，现在还好吗？ \n老庄股也敢乱加仓 [汗颜]","text":"你好，现在还好吗？ \n老庄股也敢乱加仓 [汗颜]","html":"你好，现在还好吗？ \n老庄股也敢乱加仓 [汗颜]","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":2904964,"commentId":"2904964","gmtCreate":1601494552531,"gmtModify":1601494552531,"authorId":3557057706786884,"author":{"id":3557057706786884,"idStr":"3557057706786884","authorId":3557057706786884,"name":"kk妈咪","avatar":"https://static.tigerbbs.com/ceebdebb04603c53f9ff7871f4b9b727","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":974224030,"objectIdStr":"974224030","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"少儿编程这块有道是做的最好的，有道的课程回放也是做的最好的，看好它！","text":"少儿编程这块有道是做的最好的，有道的课程回放也是做的最好的，看好它！","html":"少儿编程这块有道是做的最好的，有道的课程回放也是做的最好的，看好它！","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/974224030"}