高圆圆的个人主页 - 老虎社区

高圆圆

暂无个人介绍

IP属地：浙江

64关注

3粉丝

0主题

0勋章

2022-05-19

活该，costo因为新疆棉的事，不在大陆定棉制品。自作孽

老虎点评 | 零售商接连暴雷，美国消费怎么了？

2021-06-17

对的，教改走歪了。职业学校天天养猪的问题不解决，冲培训学校开刀那是搞错了。职业学校能学到真本事，毕业了有好出路，内卷的人自然就少了

抱歉，原内容已删除

2020-12-25

$ContextLogic Inc.(WISH)$才10%的流通股都拉不起来，是废票吗？

2020-11-17

12亿营收撑起800亿市值[笑哭]

抱歉，原内容已删除

2020-10-12

$Zoom(ZM)$这么牛的公司，居然员工没有半点声音。脉脉、**上都没有zoom的员工

2020-07-02

$Beyond Meat, Inc.(BYND)$妈蛋，错过黄金坑。那个什么大妈叨逼叨逼叨

2019-10-25

$好未来(TAL)$寒假班都不让缴费，怕财报太好了吧。把营收留到下个财报季

2019-05-22

$四季教育(FEDU)$ 高思是四季教育旗下的吗？

2018-10-27

$好未来(TAL)$ 37，10万美元还站岗不急。一帮几百美元的小妖咋咋呼呼，上串下跳

2018-08-22

$好未来(TAL)$ 今年要开100所国际学校，只有外籍小学生才能入学，每年学费20万以上。二代们在国际学校接受高质量教育。民促法是要把中产的小孩搞成**，世世代代给二代打工吗？

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"22038913194120","uuid":"22038913194120","gmtCreate":1448636688642,"gmtModify":1494858473259,"name":"高圆圆","pinyin":"gyygaoyuanyuan","introduction":"","introductionEn":"","signature":"","avatar":"https://static.laohu8.com/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":3,"headSize":64,"tweetSize":11,"questionSize":0,"limitLevel":900,"accountStatus":3,"level":{"id":2,"name":"无畏虎","nameTw":"無畏虎","represent":"初生牛犊","factor":"发布3条非转发主帖,1条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":17,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.19","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001}],"userBadgeCount":1,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"浙江","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":615699590,"gmtCreate":1652925250110,"gmtModify":1652925250110,"author":{"id":"22038913194120","authorId":"22038913194120","name":"高圆圆","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"22038913194120","authorIdStr":"22038913194120"},"themes":[],"htmlText":"活该，costo因为新疆棉的事，不在大陆定棉制品。自作孽","listText":"活该，costo因为新疆棉的事，不在大陆定棉制品。自作孽","text":"活该，costo因为新疆棉的事，不在大陆定棉制品。自作孽","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615699590","repostId":"1111675304","repostType":2,"repost":{"id":"1111675304","kind":"news","weMediaInfo":{"introduction":"提供来自华尔街的观点，观察市场，提供独道的解读视角。","home_visible":1,"media_name":"老虎锐评","id":"1005414032","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1652922341,"share":"https://www.laohu8.com/m/news/1111675304?lang=&edition=full","pubTime":"2022-05-19 09:05","market":"us","language":"zh","title":"老虎点评 | 零售商接连暴雷，美国消费怎么了？","url":"https://stock-news.laohu8.com/highlight/detail?id=1111675304","media":"老虎锐评","summary":"周三，美股三大指数大跌，道琼斯下跌1100点。美国的几个零售商的季报，引发了今天市场大跌。我们从板块来看，标普500领跌的板块是可选消费和耐用品消费，跌幅分别是6.6%和6.3%。除了出季报的Walm","content":"<html><head></head><body><p>周三，美股三大指数大跌，道琼斯下跌1100点。</p><p><img src=\"https://static.tigerbbs.com/2e66d33c61f271a30aa3ca08f8aa387e\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>美国的几个零售商的季报，引发了今天市场大跌。我们从板块来看，标普500领跌的板块是可选消费和耐用品消费，跌幅分别是6.6%和6.3%。除了出季报的Walmart和Target大跌以外，没出季报的Costco今天也大跌12%。</p><p><img src=\"https://static.tigerbbs.com/587c9f9538c54622440036546c05e955\" tg-width=\"254\" tg-height=\"207\" referrerpolicy=\"no-referrer\"/></p><p>四家万亿公司今天也大跌，其中两家面向消费者的跌幅更大（<a href=\"https://laohu8.com/S/AAPL\">苹果</a> -5.6%，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a> -7.1%），两家面向商业客户的跌幅好一些（<a href=\"https://laohu8.com/S/GOOG\">谷歌</a> -3.9%，<a href=\"https://laohu8.com/S/MSFT\">微软</a> -4.5%）。市场的底部很脆弱，但是今天对于美国消费的担忧，明显主导了今天的市场大跌。从指数来看，纳斯达克的指数并没有低于上周四的低点，但是标普500的指数低于了上周四的低点。</p><p>美国的消费是不是就无可救药了？</p><p>经历了美国国会大撒币运动之后，美国的联邦赤字目前已经攀升到了$30万亿（下图）。</p><p><img src=\"https://static.tigerbbs.com/055c14264af85e388b828db25d056440\" tg-width=\"1916\" tg-height=\"813\" referrerpolicy=\"no-referrer\"/></p><p>2008-&gt;2016年，奥巴马执政8年，联邦赤字从$9万亿增加到$20万亿，平均每年增加$1.4万亿；2017-&gt;2020年，川普执政4年，联邦赤字从$20万亿增加到$28万亿，平均每年增加$2万亿；2021-&gt;今天，拜登执政1.5年，联办赤字从$28万亿增加到$30万亿，平均每年增加$1.3万亿。所以比较下来，还是川普增加赤字的能力最厉害。其实从上图也看得出来，2020年新冠袭击美国的时候，美国的赤字也是增加的最快的时候。</p><p>为什么说美国的消费要提赤字？因为美国的消费，全靠赤字支撑起来，一切和消费相关的经济数据，比方说GDP，也是靠赤字支撑起来。无论是<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>还是<a href=\"https://laohu8.com/S/WMT\">沃尔玛</a>，今天的销售额能有这么大，全靠政府背负了赤字，让<a href=\"https://laohu8.com/S/603883\">老百姓</a>有钱花（如果没有这$30万亿提前消费，亚马逊的年收入会降低多少？）。新冠期间，<a href=\"https://laohu8.com/S/603883\">老百姓</a>拿着政府的支票出去买电子产品，则更是赤裸裸的政府赤字刺激消费拉动GDP的行为。</p><p>经历了两年新冠疫情之后，美国的消费水平肯定会下降也会朝线下转移（餐馆旅游），这是一种结构转变，这个过程会很长，所以消费行业的增长率会很难看。但是结构转变之后，美国的消费水平还是能保持在一个高位，毕竟无论是民主党还是共和党上台，赤字增加都是基本国策。</p><p>谁不喜欢一个喜欢背负赤字的美国政府呢？美国左派右派都喜欢，中国的出口贸易商更喜欢。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>老虎点评 | 零售商接连暴雷，美国消费怎么了？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n老虎点评 | 零售商接连暴雷，美国消费怎么了？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1005414032\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎锐评 </p>\n<p class=\"h-time\">2022-05-19 09:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周三，美股三大指数大跌，道琼斯下跌1100点。</p><p><img src=\"https://static.tigerbbs.com/2e66d33c61f271a30aa3ca08f8aa387e\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>美国的几个零售商的季报，引发了今天市场大跌。我们从板块来看，标普500领跌的板块是可选消费和耐用品消费，跌幅分别是6.6%和6.3%。除了出季报的Walmart和Target大跌以外，没出季报的Costco今天也大跌12%。</p><p><img src=\"https://static.tigerbbs.com/587c9f9538c54622440036546c05e955\" tg-width=\"254\" tg-height=\"207\" referrerpolicy=\"no-referrer\"/></p><p>四家万亿公司今天也大跌，其中两家面向消费者的跌幅更大（<a href=\"https://laohu8.com/S/AAPL\">苹果</a> -5.6%，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a> -7.1%），两家面向商业客户的跌幅好一些（<a href=\"https://laohu8.com/S/GOOG\">谷歌</a> -3.9%，<a href=\"https://laohu8.com/S/MSFT\">微软</a> -4.5%）。市场的底部很脆弱，但是今天对于美国消费的担忧，明显主导了今天的市场大跌。从指数来看，纳斯达克的指数并没有低于上周四的低点，但是标普500的指数低于了上周四的低点。</p><p>美国的消费是不是就无可救药了？</p><p>经历了美国国会大撒币运动之后，美国的联邦赤字目前已经攀升到了$30万亿（下图）。</p><p><img src=\"https://static.tigerbbs.com/055c14264af85e388b828db25d056440\" tg-width=\"1916\" tg-height=\"813\" referrerpolicy=\"no-referrer\"/></p><p>2008-&gt;2016年，奥巴马执政8年，联邦赤字从$9万亿增加到$20万亿，平均每年增加$1.4万亿；2017-&gt;2020年，川普执政4年，联邦赤字从$20万亿增加到$28万亿，平均每年增加$2万亿；2021-&gt;今天，拜登执政1.5年，联办赤字从$28万亿增加到$30万亿，平均每年增加$1.3万亿。所以比较下来，还是川普增加赤字的能力最厉害。其实从上图也看得出来，2020年新冠袭击美国的时候，美国的赤字也是增加的最快的时候。</p><p>为什么说美国的消费要提赤字？因为美国的消费，全靠赤字支撑起来，一切和消费相关的经济数据，比方说GDP，也是靠赤字支撑起来。无论是<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>还是<a href=\"https://laohu8.com/S/WMT\">沃尔玛</a>，今天的销售额能有这么大，全靠政府背负了赤字，让<a href=\"https://laohu8.com/S/603883\">老百姓</a>有钱花（如果没有这$30万亿提前消费，亚马逊的年收入会降低多少？）。新冠期间，<a href=\"https://laohu8.com/S/603883\">老百姓</a>拿着政府的支票出去买电子产品，则更是赤裸裸的政府赤字刺激消费拉动GDP的行为。</p><p>经历了两年新冠疫情之后，美国的消费水平肯定会下降也会朝线下转移（餐馆旅游），这是一种结构转变，这个过程会很长，所以消费行业的增长率会很难看。但是结构转变之后，美国的消费水平还是能保持在一个高位，毕竟无论是民主党还是共和党上台，赤字增加都是基本国策。</p><p>谁不喜欢一个喜欢背负赤字的美国政府呢？美国左派右派都喜欢，中国的出口贸易商更喜欢。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c318bcd91a109139b7d70c76c30bb154","relate_stocks":{"WMT":"沃尔玛",".DJI":"道琼斯","TGT":"塔吉特",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111675304","content_text":"周三，美股三大指数大跌，道琼斯下跌1100点。美国的几个零售商的季报，引发了今天市场大跌。我们从板块来看，标普500领跌的板块是可选消费和耐用品消费，跌幅分别是6.6%和6.3%。除了出季报的Walmart和Target大跌以外，没出季报的Costco今天也大跌12%。四家万亿公司今天也大跌，其中两家面向消费者的跌幅更大（苹果 -5.6%，亚马逊 -7.1%），两家面向商业客户的跌幅好一些（谷歌 -3.9%，微软 -4.5%）。市场的底部很脆弱，但是今天对于美国消费的担忧，明显主导了今天的市场大跌。从指数来看，纳斯达克的指数并没有低于上周四的低点，但是标普500的指数低于了上周四的低点。美国的消费是不是就无可救药了？经历了美国国会大撒币运动之后，美国的联邦赤字目前已经攀升到了$30万亿（下图）。2008->2016年，奥巴马执政8年，联邦赤字从$9万亿增加到$20万亿，平均每年增加$1.4万亿；2017->2020年，川普执政4年，联邦赤字从$20万亿增加到$28万亿，平均每年增加$2万亿；2021->今天，拜登执政1.5年，联办赤字从$28万亿增加到$30万亿，平均每年增加$1.3万亿。所以比较下来，还是川普增加赤字的能力最厉害。其实从上图也看得出来，2020年新冠袭击美国的时候，美国的赤字也是增加的最快的时候。为什么说美国的消费要提赤字？因为美国的消费，全靠赤字支撑起来，一切和消费相关的经济数据，比方说GDP，也是靠赤字支撑起来。无论是亚马逊还是沃尔玛，今天的销售额能有这么大，全靠政府背负了赤字，让老百姓有钱花（如果没有这$30万亿提前消费，亚马逊的年收入会降低多少？）。新冠期间，老百姓拿着政府的支票出去买电子产品，则更是赤裸裸的政府赤字刺激消费拉动GDP的行为。经历了两年新冠疫情之后，美国的消费水平肯定会下降也会朝线下转移（餐馆旅游），这是一种结构转变，这个过程会很长，所以消费行业的增长率会很难看。但是结构转变之后，美国的消费水平还是能保持在一个高位，毕竟无论是民主党还是共和党上台，赤字增加都是基本国策。谁不喜欢一个喜欢背负赤字的美国政府呢？美国左派右派都喜欢，中国的出口贸易商更喜欢。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":161292821,"gmtCreate":1623927642563,"gmtModify":1623927642563,"author":{"id":"22038913194120","authorId":"22038913194120","name":"高圆圆","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"22038913194120","authorIdStr":"22038913194120"},"themes":[],"htmlText":"对的，教改走歪了。 职业学校天天养猪的问题不解决，冲培训学校开刀那是搞错了。职业学校能学到真本事，毕业了有好出路，内卷的人自然就少了","listText":"对的，教改走歪了。 职业学校天天养猪的问题不解决，冲培训学校开刀那是搞错了。职业学校能学到真本事，毕业了有好出路，内卷的人自然就少了","text":"对的，教改走歪了。 职业学校天天养猪的问题不解决，冲培训学校开刀那是搞错了。职业学校能学到真本事，毕业了有好出路，内卷的人自然就少了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/161292821","repostId":"1101656645","repostType":2,"isVote":1,"tweetType":1,"viewCount":5203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":339674561,"gmtCreate":1608855652753,"gmtModify":1703737159087,"author":{"id":"22038913194120","authorId":"22038913194120","name":"高圆圆","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"22038913194120","authorIdStr":"22038913194120"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/WISH\">$ContextLogic Inc.(WISH)$</a>才10%的流通股都拉不起来，是废票吗？","listText":"<a href=\"https://laohu8.com/S/WISH\">$ContextLogic Inc.(WISH)$</a>才10%的流通股都拉不起来，是废票吗？","text":"$ContextLogic Inc.(WISH)$才10%的流通股都拉不起来，是废票吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/339674561","isVote":1,"tweetType":1,"viewCount":2064,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":307493318,"gmtCreate":1605614399934,"gmtModify":1703838577327,"author":{"id":"22038913194120","authorId":"22038913194120","name":"高圆圆","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"22038913194120","authorIdStr":"22038913194120"},"themes":[],"htmlText":"12亿营收撑起800亿市值[笑哭]&nbsp;","listText":"12亿营收撑起800亿市值[笑哭]&nbsp;","text":"12亿营收撑起800亿市值[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/307493318","repostId":"1153309578","repostType":4,"isVote":1,"tweetType":1,"viewCount":2539,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":309000573,"gmtCreate":1602482047692,"gmtModify":1703826658889,"author":{"id":"22038913194120","authorId":"22038913194120","name":"高圆圆","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"22038913194120","authorIdStr":"22038913194120"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a>这么牛的公司，居然员工没有半点声音。脉脉、**上都没有zoom的员工","listText":"<a href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a>这么牛的公司，居然员工没有半点声音。脉脉、**上都没有zoom的员工","text":"$Zoom(ZM)$这么牛的公司，居然员工没有半点声音。脉脉、**上都没有zoom的员工","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/309000573","isVote":1,"tweetType":1,"viewCount":4918,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":940956269,"gmtCreate":1593660085751,"gmtModify":1704202726572,"author":{"id":"22038913194120","authorId":"22038913194120","name":"高圆圆","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"22038913194120","authorIdStr":"22038913194120"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BYND\">$Beyond Meat, Inc.(BYND)$</a>妈蛋，错过黄金坑。那个什么大妈叨逼叨逼叨","listText":"<a href=\"https://laohu8.com/S/BYND\">$Beyond Meat, Inc.(BYND)$</a>妈蛋，错过黄金坑。那个什么大妈叨逼叨逼叨","text":"$Beyond Meat, Inc.(BYND)$妈蛋，错过黄金坑。那个什么大妈叨逼叨逼叨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/940956269","isVote":1,"tweetType":1,"viewCount":2328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":936380753,"gmtCreate":1571971801372,"gmtModify":1704723373021,"author":{"id":"22038913194120","authorId":"22038913194120","name":"高圆圆","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"22038913194120","authorIdStr":"22038913194120"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TAL\">$好未来(TAL)$</a>寒假班都不让缴费，怕财报太好了吧。把营收留到下个财报季","listText":"<a href=\"https://laohu8.com/S/TAL\">$好未来(TAL)$</a>寒假班都不让缴费，怕财报太好了吧。把营收留到下个财报季","text":"$好未来(TAL)$寒假班都不让缴费，怕财报太好了吧。把营收留到下个财报季","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/936380753","isVote":1,"tweetType":1,"viewCount":2292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":908764773,"gmtCreate":1558487290992,"gmtModify":1704696631849,"author":{"id":"22038913194120","authorId":"22038913194120","name":"高圆圆","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"22038913194120","authorIdStr":"22038913194120"},"themes":[],"htmlText":"$四季教育(FEDU)$ 高思是四季教育旗下的吗？","listText":"$四季教育(FEDU)$ 高思是四季教育旗下的吗？","text":"$四季教育(FEDU)$ 高思是四季教育旗下的吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/908764773","isVote":1,"tweetType":1,"viewCount":2845,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316813,"gmtCreate":1540602597898,"gmtModify":1704778989497,"author":{"id":"22038913194120","authorId":"22038913194120","name":"高圆圆","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"22038913194120","authorIdStr":"22038913194120"},"themes":[],"htmlText":"$好未来(TAL)$ 37，10万美元还站岗不急。一帮几百美元的小妖咋咋呼呼，上串下跳","listText":"$好未来(TAL)$ 37，10万美元还站岗不急。一帮几百美元的小妖咋咋呼呼，上串下跳","text":"$好未来(TAL)$ 37，10万美元还站岗不急。一帮几百美元的小妖咋咋呼呼，上串下跳","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/316813","isVote":1,"tweetType":1,"viewCount":2515,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":248070,"gmtCreate":1534924385802,"gmtModify":1704771014062,"author":{"id":"22038913194120","authorId":"22038913194120","name":"高圆圆","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"22038913194120","authorIdStr":"22038913194120"},"themes":[],"htmlText":"$好未来(TAL)$ 今年要开100所国际学校，只有外籍小学生才能入学，每年学费20万以上。二代们在国际学校接受高质量教育。民促法是要把中产的小孩搞成**，世世代代给二代打工吗？","listText":"$好未来(TAL)$ 今年要开100所国际学校，只有外籍小学生才能入学，每年学费20万以上。二代们在国际学校接受高质量教育。民促法是要把中产的小孩搞成**，世世代代给二代打工吗？","text":"$好未来(TAL)$ 今年要开100所国际学校，只有外籍小学生才能入学，每年学费20万以上。二代们在国际学校接受高质量教育。民促法是要把中产的小孩搞成**，世世代代给二代打工吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":1,"link":"https://laohu8.com/post/248070","isVote":1,"tweetType":1,"viewCount":3523,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3473736876919233","authorId":"3473736876919233","name":"蔚来韭号员工","avatar":"https://static.tigerbbs.com/cc72b99bcd2d786a736faaba461bd8f5","crmLevel":6,"crmLevelSwitch":0,"idStr":"3473736876919233","authorIdStr":"3473736876919233"},"content":"社会阶层逐渐固化是无法避免的 你以为过去中国40年的机会是常态吗","text":"社会阶层逐渐固化是无法避免的 你以为过去中国40年的机会是常态吗","html":"社会阶层逐渐固化是无法避免的 你以为过去中国40年的机会是常态吗"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":248070,"gmtCreate":1534924385802,"gmtModify":1704771014062,"author":{"id":"22038913194120","authorId":"22038913194120","name":"高圆圆","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"22038913194120","authorIdStr":"22038913194120"},"themes":[],"htmlText":"$好未来(TAL)$ 今年要开100所国际学校，只有外籍小学生才能入学，每年学费20万以上。二代们在国际学校接受高质量教育。民促法是要把中产的小孩搞成**，世世代代给二代打工吗？","listText":"$好未来(TAL)$ 今年要开100所国际学校，只有外籍小学生才能入学，每年学费20万以上。二代们在国际学校接受高质量教育。民促法是要把中产的小孩搞成**，世世代代给二代打工吗？","text":"$好未来(TAL)$ 今年要开100所国际学校，只有外籍小学生才能入学，每年学费20万以上。二代们在国际学校接受高质量教育。民促法是要把中产的小孩搞成**，世世代代给二代打工吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":1,"link":"https://laohu8.com/post/248070","isVote":1,"tweetType":1,"viewCount":3523,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3473736876919233","authorId":"3473736876919233","name":"蔚来韭号员工","avatar":"https://static.tigerbbs.com/cc72b99bcd2d786a736faaba461bd8f5","crmLevel":6,"crmLevelSwitch":0,"idStr":"3473736876919233","authorIdStr":"3473736876919233"},"content":"社会阶层逐渐固化是无法避免的 你以为过去中国40年的机会是常态吗","text":"社会阶层逐渐固化是无法避免的 你以为过去中国40年的机会是常态吗","html":"社会阶层逐渐固化是无法避免的 你以为过去中国40年的机会是常态吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":309000573,"gmtCreate":1602482047692,"gmtModify":1703826658889,"author":{"id":"22038913194120","authorId":"22038913194120","name":"高圆圆","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"22038913194120","authorIdStr":"22038913194120"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a>这么牛的公司，居然员工没有半点声音。脉脉、**上都没有zoom的员工","listText":"<a href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a>这么牛的公司，居然员工没有半点声音。脉脉、**上都没有zoom的员工","text":"$Zoom(ZM)$这么牛的公司，居然员工没有半点声音。脉脉、**上都没有zoom的员工","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/309000573","isVote":1,"tweetType":1,"viewCount":4918,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":936380753,"gmtCreate":1571971801372,"gmtModify":1704723373021,"author":{"id":"22038913194120","authorId":"22038913194120","name":"高圆圆","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"22038913194120","authorIdStr":"22038913194120"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TAL\">$好未来(TAL)$</a>寒假班都不让缴费，怕财报太好了吧。把营收留到下个财报季","listText":"<a href=\"https://laohu8.com/S/TAL\">$好未来(TAL)$</a>寒假班都不让缴费，怕财报太好了吧。把营收留到下个财报季","text":"$好未来(TAL)$寒假班都不让缴费，怕财报太好了吧。把营收留到下个财报季","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/936380753","isVote":1,"tweetType":1,"viewCount":2292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316813,"gmtCreate":1540602597898,"gmtModify":1704778989497,"author":{"id":"22038913194120","authorId":"22038913194120","name":"高圆圆","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"22038913194120","authorIdStr":"22038913194120"},"themes":[],"htmlText":"$好未来(TAL)$ 37，10万美元还站岗不急。一帮几百美元的小妖咋咋呼呼，上串下跳","listText":"$好未来(TAL)$ 37，10万美元还站岗不急。一帮几百美元的小妖咋咋呼呼，上串下跳","text":"$好未来(TAL)$ 37，10万美元还站岗不急。一帮几百美元的小妖咋咋呼呼，上串下跳","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/316813","isVote":1,"tweetType":1,"viewCount":2515,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":161292821,"gmtCreate":1623927642563,"gmtModify":1623927642563,"author":{"id":"22038913194120","authorId":"22038913194120","name":"高圆圆","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"22038913194120","authorIdStr":"22038913194120"},"themes":[],"htmlText":"对的，教改走歪了。 职业学校天天养猪的问题不解决，冲培训学校开刀那是搞错了。职业学校能学到真本事，毕业了有好出路，内卷的人自然就少了","listText":"对的，教改走歪了。 职业学校天天养猪的问题不解决，冲培训学校开刀那是搞错了。职业学校能学到真本事，毕业了有好出路，内卷的人自然就少了","text":"对的，教改走歪了。 职业学校天天养猪的问题不解决，冲培训学校开刀那是搞错了。职业学校能学到真本事，毕业了有好出路，内卷的人自然就少了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/161292821","repostId":"1101656645","repostType":2,"repost":{"id":"1101656645","kind":"news","pubTimestamp":1623902534,"share":"https://www.laohu8.com/m/news/1101656645?lang=&edition=full","pubTime":"2021-06-17 12:02","market":"hk","language":"zh","title":"如果全面关停课外培训班会怎么样？","url":"https://stock-news.laohu8.com/highlight/detail?id=1101656645","media":"古三古四","summary":"校外教育培训机构，本质上是家长们厮杀的战场。","content":"<p>教育界发生一件大事，教育培训监管司正式成立！</p>\n<p>最近对教育培训的相关传闻挺多的，大多是谣言。</p>\n<p>但背后对应的是一股汹涌的民意，就是对校外教育培训的强烈不满。</p>\n<p>各类传言下面，点赞率最高的往往是“取缔一切校外教育培训机构”。</p>\n<p>太多家长痛恨补习班了，花钱，费力，全家无比痛苦。</p>\n<p>而家长们对教育的追求，也被评为内卷。</p>\n<p><b>中国的高考，打的是排名战，不是水平战。</b>能不能上好大学，与你的水平无关，只与你的排名相关。</p>\n<p>既然是排名赛，本质上就是竞争稀缺资源，那各家家长使出吃奶的劲，花大钱去校外辅导，目的只有一个，在高考的排名战中一举超越竞争对手。</p>\n<p><b>校外教育培训机构，本质上是家长们厮杀的战场。</b></p>\n<p>校内教育，大家接受的东西都一样，那我如何实现弯道超车呢？咱换个战场比，比钱多少，比父母辅导能力，比管理孩子的能力。</p>\n<p>这个厮杀战，不是以班级为单位展开的，而是以省为单位展开的，即使你在班上第一名，也没用，你要拼的是全省第N名。</p>\n<p><b>而指挥这场战役的，是高考。</b></p>\n<p><b>一考定终身。</b></p>\n<p>在北京，有家长花数百万买学区房，有人上培训班年支出超过十万。</p>\n<p>十年前，学大教育一对一辅导曾收取过上百万一个人的天价。</p>\n<p>有人说，中国的家长疯了，为了孩子的教育，这么大的投资值得吗？</p>\n<p>值。非常值。</p>\n<p>如果你考进211，985，大部分家长的投入就基本回来了，因为这样的大学生均年经费都是几十万。比如复旦大学，年支出经费就八十亿，如果按学生数量算，人均一年十六万，但学生只需要交几千块的学费。这个经费还没有计算土地，因为很多大学的土地是免费划拨的。</p>\n<p>你进了好的大学，相当于你可以享受到巨额的财政补贴。</p>\n<p>如果读到博士，总补贴金额没有一百万，也有大几十万。</p>\n<p>这还只是读大学时享受到的。读完大学呢？海外留学，国内公务员，国内名企，一生下来，收入可能与普通大学毕业生相差千万级别以上。</p>\n<p>这么大的产出，当然要拼。</p>\n<p>当然，教育这种东西，投资回报率是一种概率，读北大都可能读成废材，人不是工业品，偶然性因素很多。</p>\n<p>但人决策行动时，都需要面向不确定性，进好学校有好前途，这是大概率。</p>\n<p><b>既然概率高，就值得追求。</b></p>\n<p>那网上取消培训班的要求出现会缓解这种竞争吗？</p>\n<p>有人想象了这么一幅美好的画面，从此孩子们的竞争只发生在学校的课堂里，下了课没作业，然后开心的玩耍，然后父母晚上不再痛苦，不再逼孩子写作业了，不再接送孩子上培训班了。</p>\n<p><b>这美好的一切真的会发生吗？</b></p>\n<p>假设有一天真发生了。</p>\n<p>张三他妈发现，张三班上的同学回家后全在打游戏，看电视，她一下就欣喜若狂，什么是机会？对手放松，那就是我的机会。</p>\n<p>没有校外辅导班，好办，咱把老师请回家，一请请三个。晚上六点到十二点，每个老师两小时，小样，瞧我家张三，那分数蹭蹭蹭地往上涨。</p>\n<p>张三他妈刚刚高兴了半学期。李四妈妈得知了这个消息。</p>\n<p>就你家有钱？你请的起，我就不能请？我能把985的位置让给你吗？不行。</p>\n<p>你天天晚上请，我就天天晚上再加上周六周日全请，全排满。<b>我怎么可能竞争不过你？不就是比钱多吗？比房子大吗？老娘舍得在孩子身上花钱。</b></p>\n<p>再过几天，全校家里有条件的全部都把一对一家教老师请上了，由于需求旺盛，普通的一对一老师的价格从一小时二百上涨到一小时三四百了，优秀的一小时涨到五百了。</p>\n<p>然后家里困难一点的学生家长面对这个情况就傻眼了。</p>\n<p>原来可以上培训班，一个老师教二十个孩子，我一小时八十一百就行了，现在我得花五百一小时，咱家穷实在是花不起啊。</p>\n<p><b>取消培训班，意味着原来小班制教学全部要换为一对一家教模式，这就造成了供给不足。</b></p>\n<p>这时，所有的在一二线城市的大学生们，将疯狂地冲进家庭成为家教老师，哪怕挂科，也要疯狂，月入上万，谁不干？</p>\n<p>而三四线城市的家长将无计可施，就算出的起钱，但优秀的人才都在一二线啊。</p>\n<p>农村高中，就不要想了，集体躺平吧，除了个别天才，你就别指望了。可能当地最好的老师全跑到一二线城市当家教去了，五百一小时，一晚上可能上千的收入，还呆在五线县城和农村做什么？</p>\n<p>这时，中产还有新招。培训老师太贵，<b>我就从需求方转为供给者。</b></p>\n<p>这什么意思呢？打个比方说，如果滴滴一公里涨价到二十块，你去十公里外的公司上班要二百，那你会干什么？你会辞职去开滴滴，你会从消费者转变为供给者。</p>\n<p>中产家庭面对这种情况，会让知识水平较高的妈妈们离职，在家成为专职老师，白天就自学课程，天天在网上听名师讲课，晚上就自己亲自动手教小孩。</p>\n<p>相当于这个妈妈每晚四小时的工作收入一千多。</p>\n<p>鸡娃大战将进入贴身肉搏的程度，以至于不少妈妈们在孩子高考完了，立马就变身职业家教了。</p>\n<p>而富人将轻松用金钱将穷人打败，知识分子中产阶级孕育出一批比学校老师还牛的家长型家教，而四五线小县城农村的学生，则集体躺平，真正实现素质教育，下了课就和父母进行吵架素质训练，教不了，就只能骂了。</p>\n<p>取消培训班真就这么香吗？不见得喔。</p>","source":"lsy1623902592118","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>如果全面关停课外培训班会怎么样？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n如果全面关停课外培训班会怎么样？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-17 12:02 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/bkyKEz8c0dUQX-BjZQbpJA><strong>古三古四</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>教育界发生一件大事，教育培训监管司正式成立！\n最近对教育培训的相关传闻挺多的，大多是谣言。\n但背后对应的是一股汹涌的民意，就是对校外教育培训的强烈不满。\n各类传言下面，点赞率最高的往往是“取缔一切校外教育培训机构”。\n太多家长痛恨补习班了，花钱，费力，全家无比痛苦。\n而家长们对教育的追求，也被评为内卷。\n中国的高考，打的是排名战，不是水平战。能不能上好大学，与你的水平无关，只与你的排名相关。\n既然...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/bkyKEz8c0dUQX-BjZQbpJA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/428db54350354f66d13560331e078b53","relate_stocks":{"IH":"洪恩","01797":"东方甄选","TAL":"好未来","EDU":"新东方","DAO":"有道","09901":"新东方-S","ZME":"掌门教育","GOTU":"高途","YQ":"一起教育科技","COE":"51TALK"},"source_url":"https://mp.weixin.qq.com/s/bkyKEz8c0dUQX-BjZQbpJA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101656645","content_text":"教育界发生一件大事，教育培训监管司正式成立！\n最近对教育培训的相关传闻挺多的，大多是谣言。\n但背后对应的是一股汹涌的民意，就是对校外教育培训的强烈不满。\n各类传言下面，点赞率最高的往往是“取缔一切校外教育培训机构”。\n太多家长痛恨补习班了，花钱，费力，全家无比痛苦。\n而家长们对教育的追求，也被评为内卷。\n中国的高考，打的是排名战，不是水平战。能不能上好大学，与你的水平无关，只与你的排名相关。\n既然是排名赛，本质上就是竞争稀缺资源，那各家家长使出吃奶的劲，花大钱去校外辅导，目的只有一个，在高考的排名战中一举超越竞争对手。\n校外教育培训机构，本质上是家长们厮杀的战场。\n校内教育，大家接受的东西都一样，那我如何实现弯道超车呢？咱换个战场比，比钱多少，比父母辅导能力，比管理孩子的能力。\n这个厮杀战，不是以班级为单位展开的，而是以省为单位展开的，即使你在班上第一名，也没用，你要拼的是全省第N名。\n而指挥这场战役的，是高考。\n一考定终身。\n在北京，有家长花数百万买学区房，有人上培训班年支出超过十万。\n十年前，学大教育一对一辅导曾收取过上百万一个人的天价。\n有人说，中国的家长疯了，为了孩子的教育，这么大的投资值得吗？\n值。非常值。\n如果你考进211，985，大部分家长的投入就基本回来了，因为这样的大学生均年经费都是几十万。比如复旦大学，年支出经费就八十亿，如果按学生数量算，人均一年十六万，但学生只需要交几千块的学费。这个经费还没有计算土地，因为很多大学的土地是免费划拨的。\n你进了好的大学，相当于你可以享受到巨额的财政补贴。\n如果读到博士，总补贴金额没有一百万，也有大几十万。\n这还只是读大学时享受到的。读完大学呢？海外留学，国内公务员，国内名企，一生下来，收入可能与普通大学毕业生相差千万级别以上。\n这么大的产出，当然要拼。\n当然，教育这种东西，投资回报率是一种概率，读北大都可能读成废材，人不是工业品，偶然性因素很多。\n但人决策行动时，都需要面向不确定性，进好学校有好前途，这是大概率。\n既然概率高，就值得追求。\n那网上取消培训班的要求出现会缓解这种竞争吗？\n有人想象了这么一幅美好的画面，从此孩子们的竞争只发生在学校的课堂里，下了课没作业，然后开心的玩耍，然后父母晚上不再痛苦，不再逼孩子写作业了，不再接送孩子上培训班了。\n这美好的一切真的会发生吗？\n假设有一天真发生了。\n张三他妈发现，张三班上的同学回家后全在打游戏，看电视，她一下就欣喜若狂，什么是机会？对手放松，那就是我的机会。\n没有校外辅导班，好办，咱把老师请回家，一请请三个。晚上六点到十二点，每个老师两小时，小样，瞧我家张三，那分数蹭蹭蹭地往上涨。\n张三他妈刚刚高兴了半学期。李四妈妈得知了这个消息。\n就你家有钱？你请的起，我就不能请？我能把985的位置让给你吗？不行。\n你天天晚上请，我就天天晚上再加上周六周日全请，全排满。我怎么可能竞争不过你？不就是比钱多吗？比房子大吗？老娘舍得在孩子身上花钱。\n再过几天，全校家里有条件的全部都把一对一家教老师请上了，由于需求旺盛，普通的一对一老师的价格从一小时二百上涨到一小时三四百了，优秀的一小时涨到五百了。\n然后家里困难一点的学生家长面对这个情况就傻眼了。\n原来可以上培训班，一个老师教二十个孩子，我一小时八十一百就行了，现在我得花五百一小时，咱家穷实在是花不起啊。\n取消培训班，意味着原来小班制教学全部要换为一对一家教模式，这就造成了供给不足。\n这时，所有的在一二线城市的大学生们，将疯狂地冲进家庭成为家教老师，哪怕挂科，也要疯狂，月入上万，谁不干？\n而三四线城市的家长将无计可施，就算出的起钱，但优秀的人才都在一二线啊。\n农村高中，就不要想了，集体躺平吧，除了个别天才，你就别指望了。可能当地最好的老师全跑到一二线城市当家教去了，五百一小时，一晚上可能上千的收入，还呆在五线县城和农村做什么？\n这时，中产还有新招。培训老师太贵，我就从需求方转为供给者。\n这什么意思呢？打个比方说，如果滴滴一公里涨价到二十块，你去十公里外的公司上班要二百，那你会干什么？你会辞职去开滴滴，你会从消费者转变为供给者。\n中产家庭面对这种情况，会让知识水平较高的妈妈们离职，在家成为专职老师，白天就自学课程，天天在网上听名师讲课，晚上就自己亲自动手教小孩。\n相当于这个妈妈每晚四小时的工作收入一千多。\n鸡娃大战将进入贴身肉搏的程度，以至于不少妈妈们在孩子高考完了，立马就变身职业家教了。\n而富人将轻松用金钱将穷人打败，知识分子中产阶级孕育出一批比学校老师还牛的家长型家教，而四五线小县城农村的学生，则集体躺平，真正实现素质教育，下了课就和父母进行吵架素质训练，教不了，就只能骂了。\n取消培训班真就这么香吗？不见得喔。","news_type":1},"isVote":1,"tweetType":1,"viewCount":5203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":339674561,"gmtCreate":1608855652753,"gmtModify":1703737159087,"author":{"id":"22038913194120","authorId":"22038913194120","name":"高圆圆","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"22038913194120","authorIdStr":"22038913194120"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/WISH\">$ContextLogic Inc.(WISH)$</a>才10%的流通股都拉不起来，是废票吗？","listText":"<a href=\"https://laohu8.com/S/WISH\">$ContextLogic Inc.(WISH)$</a>才10%的流通股都拉不起来，是废票吗？","text":"$ContextLogic Inc.(WISH)$才10%的流通股都拉不起来，是废票吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/339674561","isVote":1,"tweetType":1,"viewCount":2064,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":307493318,"gmtCreate":1605614399934,"gmtModify":1703838577327,"author":{"id":"22038913194120","authorId":"22038913194120","name":"高圆圆","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"22038913194120","authorIdStr":"22038913194120"},"themes":[],"htmlText":"12亿营收撑起800亿市值[笑哭]&nbsp;","listText":"12亿营收撑起800亿市值[笑哭]&nbsp;","text":"12亿营收撑起800亿市值[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/307493318","repostId":"1153309578","repostType":4,"repost":{"id":"1153309578","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1605614240,"share":"https://www.laohu8.com/m/news/1153309578?lang=&edition=full","pubTime":"2020-11-17 19:57","market":"us","language":"zh","title":"Sea第三季度总营收12亿美元，不及预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1153309578","media":"老虎资讯综合","summary":"11月17日美股盘前，Sea公布2020财年第三季度业绩报告，财报显示：总营收12亿美元，同比增长98.7%，但不及预期；其中，数字娱乐业务营收5.7亿美元，同比增长72.9%；电子商务及其他服务业务","content":"<p>11月17日美股盘前，Sea公布2020财年第三季度业绩报告，财报显示：</p><p>总营收12亿美元，同比增长98.7%，但不及预期；其中，数字娱乐业务营收5.7亿美元，同比增长72.9%；电子商务及其他服务业务营收4.9亿美元，同比增长113.1%；</p><p>毛利润4.076亿美元，同比增长100.6%；</p><p>经调整息税、折旧及摊销前利润（adj. EBITDA）为1.204亿美元，去年同期为亏损3080万美元，同比扭亏为盈；</p><p>净亏损4.25亿美元，不及预期，去年同期净亏损2.06亿美元；</p><p>每股亏损0.69美元，去年同期每股亏损0.38美元。</p><p>预计数字娱乐业务的预订数超过31亿美元，相当于同比增长75.4%，较此前预期的19-20亿美元中间值增长了59%。</p><p>预计电商业务营收加销售激励净额将超过23亿美元，相当于同比增长144.1%，较此前预期的17-18亿美元中间值增长了31.4%。</p><p>财报发布后，Sea盘前跌近4%，报171.4美元。</p><p><img src=\"https://static.tigerbbs.com/a64205671b8aeb2f0d797bbf8533c4f9\" tg-width=\"867\" tg-height=\"833\"></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sea第三季度总营收12亿美元，不及预期</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSea第三季度总营收12亿美元，不及预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2020-11-17 19:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>11月17日美股盘前，Sea公布2020财年第三季度业绩报告，财报显示：</p><p>总营收12亿美元，同比增长98.7%，但不及预期；其中，数字娱乐业务营收5.7亿美元，同比增长72.9%；电子商务及其他服务业务营收4.9亿美元，同比增长113.1%；</p><p>毛利润4.076亿美元，同比增长100.6%；</p><p>经调整息税、折旧及摊销前利润（adj. EBITDA）为1.204亿美元，去年同期为亏损3080万美元，同比扭亏为盈；</p><p>净亏损4.25亿美元，不及预期，去年同期净亏损2.06亿美元；</p><p>每股亏损0.69美元，去年同期每股亏损0.38美元。</p><p>预计数字娱乐业务的预订数超过31亿美元，相当于同比增长75.4%，较此前预期的19-20亿美元中间值增长了59%。</p><p>预计电商业务营收加销售激励净额将超过23亿美元，相当于同比增长144.1%，较此前预期的17-18亿美元中间值增长了31.4%。</p><p>财报发布后，Sea盘前跌近4%，报171.4美元。</p><p><img src=\"https://static.tigerbbs.com/a64205671b8aeb2f0d797bbf8533c4f9\" tg-width=\"867\" tg-height=\"833\"></p><p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1c7221d934f1008e531bdf79c8cfe0ee","relate_stocks":{"SE":"Sea Ltd"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153309578","content_text":"11月17日美股盘前，Sea公布2020财年第三季度业绩报告，财报显示：总营收12亿美元，同比增长98.7%，但不及预期；其中，数字娱乐业务营收5.7亿美元，同比增长72.9%；电子商务及其他服务业务营收4.9亿美元，同比增长113.1%；毛利润4.076亿美元，同比增长100.6%；经调整息税、折旧及摊销前利润（adj. EBITDA）为1.204亿美元，去年同期为亏损3080万美元，同比扭亏为盈；净亏损4.25亿美元，不及预期，去年同期净亏损2.06亿美元；每股亏损0.69美元，去年同期每股亏损0.38美元。预计数字娱乐业务的预订数超过31亿美元，相当于同比增长75.4%，较此前预期的19-20亿美元中间值增长了59%。预计电商业务营收加销售激励净额将超过23亿美元，相当于同比增长144.1%，较此前预期的17-18亿美元中间值增长了31.4%。财报发布后，Sea盘前跌近4%，报171.4美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2539,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":940956269,"gmtCreate":1593660085751,"gmtModify":1704202726572,"author":{"id":"22038913194120","authorId":"22038913194120","name":"高圆圆","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"22038913194120","authorIdStr":"22038913194120"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BYND\">$Beyond Meat, Inc.(BYND)$</a>妈蛋，错过黄金坑。那个什么大妈叨逼叨逼叨","listText":"<a href=\"https://laohu8.com/S/BYND\">$Beyond Meat, Inc.(BYND)$</a>妈蛋，错过黄金坑。那个什么大妈叨逼叨逼叨","text":"$Beyond Meat, Inc.(BYND)$妈蛋，错过黄金坑。那个什么大妈叨逼叨逼叨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/940956269","isVote":1,"tweetType":1,"viewCount":2328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":908764773,"gmtCreate":1558487290992,"gmtModify":1704696631849,"author":{"id":"22038913194120","authorId":"22038913194120","name":"高圆圆","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"22038913194120","authorIdStr":"22038913194120"},"themes":[],"htmlText":"$四季教育(FEDU)$ 高思是四季教育旗下的吗？","listText":"$四季教育(FEDU)$ 高思是四季教育旗下的吗？","text":"$四季教育(FEDU)$ 高思是四季教育旗下的吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/908764773","isVote":1,"tweetType":1,"viewCount":2845,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":615699590,"gmtCreate":1652925250110,"gmtModify":1652925250110,"author":{"id":"22038913194120","authorId":"22038913194120","name":"高圆圆","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"22038913194120","authorIdStr":"22038913194120"},"themes":[],"htmlText":"活该，costo因为新疆棉的事，不在大陆定棉制品。自作孽","listText":"活该，costo因为新疆棉的事，不在大陆定棉制品。自作孽","text":"活该，costo因为新疆棉的事，不在大陆定棉制品。自作孽","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615699590","repostId":"1111675304","repostType":2,"isVote":1,"tweetType":1,"viewCount":2197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}