韭菜本尊的个人主页 - 老虎社区

韭菜本尊

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IP属地：北京

20关注

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3主题

0勋章

2021-07-23

$高途(GOTU)$等死[捂脸]

2021-07-23

$高途(GOTU)$。。。

2021-07-20

$高途(GOTU)$没救了

2021-06-17

农村的土猪就没有机会拱大城市的白菜了

如果全面关停课外培训班会怎么样？

2021-05-05

$一起教育科技(YQ)$这股不看了，放到退市[捂脸]

2021-03-24

$一起教育科技(YQ)$就不能一次到位？天天阴跌

2020-06-15

$跟谁学(GSX)$今天发生了什么

2020-06-10

$房多多(DUO)$这股真刺激

2020-06-05

$瑞幸咖啡(LK)$停牌了？怎么还在交易

2020-06-05

$跟谁学(GSX)$灰熊，浑水，香菜，快把你们的证据放出来，等着再来一波[财迷]

2020-06-04

$跟谁学(GSX)$实锤了，拉百亿！

2020-06-04

$跟谁学(GSX)$上市一周年，拉百亿庆祝一下？

2020-06-04

$跟谁学(GSX)$空池来了50w了

2020-06-03

$跟谁学(GSX)$看着收益在涨却不知道发生了啥，老虎你怎么了？你的盘前数据呢[捂脸]

2020-06-03

2020-06-03

$跟谁学(GSX)$老虎连盘前交易都不显示了？

2020-06-03

这是急眼了吧，懂不懂互联网产品，新增在线用户低于新增注册用户不是正常现象吗，说明不是所有注册的用户都被转化成留存用户了，这要是不低才有鬼了，付费产品用户转化率本来就不会很高啊。

跟谁学遭第八次做空，以大涨13.37%收盘

2020-06-02

$跟谁学(GSX)$股价有点硬啊，115万的单都砸不动[捂脸]

2020-05-29

$跟谁学(GSX)$空票多了

2020-05-29

他还有一万个机器人[开心]

微信获客断流跟谁学面临重大危机

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$</a>没救了","text":"$高途(GOTU)$没救了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/178809760","isVote":1,"tweetType":1,"viewCount":605,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":161631708,"gmtCreate":1623921382304,"gmtModify":1623921382304,"author":{"id":"3549236493884014","authorId":"3549236493884014","name":"韭菜本尊","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"农村的土猪就没有机会拱大城市的白菜了","listText":"农村的土猪就没有机会拱大城市的白菜了","text":"农村的土猪就没有机会拱大城市的白菜了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/161631708","repostId":"1101656645","repostType":2,"repost":{"id":"1101656645","pubTimestamp":1623902534,"share":"https://www.laohu8.com/m/news/1101656645?lang=&edition=full","pubTime":"2021-06-17 12:02","market":"us","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 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}\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":{"TAL":"好未来","IH":"洪恩","COE":"51TALK","09901":"新东方-S","YQ":"一起教育科技","ZME":"掌门教育","GOTU":"高途","EDU":"新东方","01797":"东方甄选","DAO":"有道"},"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":860,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":102567782,"gmtCreate":1620224820746,"gmtModify":1620224820746,"author":{"id":"3549236493884014","authorId":"3549236493884014","name":"韭菜本尊","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>看着收益在涨却不知道发生了啥，老虎你怎么了？你的盘前数据呢[捂脸]&nbsp;","text":"$跟谁学(GSX)$看着收益在涨却不知道发生了啥，老虎你怎么了？你的盘前数据呢[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/958320887","isVote":1,"tweetType":1,"viewCount":750,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":958362614,"gmtCreate":1591175674138,"gmtModify":1704194644928,"author":{"id":"3549236493884014","authorId":"3549236493884014","name":"韭菜本尊","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>输急眼了？","listText":"<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>输急眼了？","text":"$跟谁学(GSX)$输急眼了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/958362614","isVote":1,"tweetType":3,"object":{"tweetId":"958362614","title":"跟谁学针对Grizzly做空报告的详细回应","poster":"https://static.tigerbbs.com/fafcfcfaac0c4f33e0b9542dcf9afd73","shareLink":"https://mp.weixin.qq.com/s/hSH98PoR16Y3x4Dfku2mug"},"viewCount":511,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":958384466,"gmtCreate":1591173603055,"gmtModify":1704194634230,"author":{"id":"3549236493884014","authorId":"3549236493884014","name":"韭菜本尊","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>老虎连盘前交易都不显示了？","listText":"<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>老虎连盘前交易都不显示了？","text":"$跟谁学(GSX)$老虎连盘前交易都不显示了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/958384466","isVote":1,"tweetType":1,"viewCount":1354,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3515374729161010","authorId":"3515374729161010","name":"好好挣钱天天进步","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"content":"黎明静悄悄","text":"黎明静悄悄","html":"黎明静悄悄"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":958309029,"gmtCreate":1591153985761,"gmtModify":1704194567274,"author":{"id":"3549236493884014","authorId":"3549236493884014","name":"韭菜本尊","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这是急眼了吧，懂不懂互联网产品，新增在线用户低于新增注册用户不是正常现象吗，说明不是所有注册的用户都被转化成留存用户了，这要是不低才有鬼了，付费产品用户转化率本来就不会很高啊。","listText":"这是急眼了吧，懂不懂互联网产品，新增在线用户低于新增注册用户不是正常现象吗，说明不是所有注册的用户都被转化成留存用户了，这要是不低才有鬼了，付费产品用户转化率本来就不会很高啊。","text":"这是急眼了吧，懂不懂互联网产品，新增在线用户低于新增注册用户不是正常现象吗，说明不是所有注册的用户都被转化成留存用户了，这要是不低才有鬼了，付费产品用户转化率本来就不会很高啊。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/958309029","repostId":"2040932047","repostType":2,"repost":{"id":"2040932047","pubTimestamp":1591152301,"share":"https://www.laohu8.com/m/news/2040932047?lang=&edition=full","pubTime":"2020-06-03 10:45","market":"us","language":"zh","title":"跟谁学遭第八次做空，以大涨13.37%收盘","url":"https://stock-news.laohu8.com/highlight/detail?id=2040932047","media":"蓝鲸财经","summary":"蓝鲸教育6月3日讯，做空机构灰熊（Grizzly Research）于今日早间发布针对跟谁学的第二份做空报告。报告核心观点为“跟谁学的学生人数和收入被夸大约900%”。该报告指出，跟谁学的实际学生数和","content":"<html><body><p>蓝鲸教育6月3日讯，做空机构灰熊（Grizzly Research）于今日早间发布针对<a href=\"https://laohu8.com/S/GSX\">跟谁学</a>的第二份做空报告。报告核心观点为“跟谁学的学生人数和收入被夸大约900%”。该报告指出，跟谁学的实际学生数和营收仅为公开披露数据的11％。</p>\n<p>灰熊方面表示，相关计算来自其获取的一手资料——其在半个月内的特定时间段购买跟谁学的课程，将实时增加的用户数与跟谁学服务器的新增注册数进行比较，发现实时增加的用户数远低于跟谁学方面显示的新增注册数。</p>\n<p>目前，做空机构香橼、浑水已通过<a href=\"https://laohu8.com/S/TWTR\">Twitter</a>转发了这份做空报告。这也是跟谁学在半年时间内迎来的第八次做空。截至6月3日美股收盘，跟谁学以36.97美元/股报收，大涨13.37%；盘后微涨0.05%。</p>\n</body></html>","source":"lanjinger_stock","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>跟谁学遭第八次做空，以大涨13.37%收盘</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; 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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跟谁学遭第八次做空，以大涨13.37%收盘\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-06-03 10:45 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.lanjinger.com/d/138008><strong>蓝鲸财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>蓝鲸教育6月3日讯，做空机构灰熊（Grizzly Research）于今日早间发布针对跟谁学的第二份做空报告。报告核心观点为“跟谁学的学生人数和收入被夸大约900%”。该报告指出，跟谁学的实际学生数和营收仅为公开披露数据的11％。\n灰熊方面表示，相关计算来自其获取的一手资料——其在半个月内的特定时间段购买跟谁学的课程，将实时增加的用户数与跟谁学服务器的新增注册数进行比较，发现实时增加的用户数远低于...</p>\n\n<a href=\"https://www.lanjinger.com/d/138008\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{},"source_url":"https://www.lanjinger.com/d/138008","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2040932047","content_text":"蓝鲸教育6月3日讯，做空机构灰熊（Grizzly Research）于今日早间发布针对跟谁学的第二份做空报告。报告核心观点为“跟谁学的学生人数和收入被夸大约900%”。该报告指出，跟谁学的实际学生数和营收仅为公开披露数据的11％。\n灰熊方面表示，相关计算来自其获取的一手资料——其在半个月内的特定时间段购买跟谁学的课程，将实时增加的用户数与跟谁学服务器的新增注册数进行比较，发现实时增加的用户数远低于跟谁学方面显示的新增注册数。\n目前，做空机构香橼、浑水已通过Twitter转发了这份做空报告。这也是跟谁学在半年时间内迎来的第八次做空。截至6月3日美股收盘，跟谁学以36.97美元/股报收，大涨13.37%；盘后微涨0.05%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":951731085,"gmtCreate":1591048599847,"gmtModify":1704194179400,"author":{"id":"3549236493884014","authorId":"3549236493884014","name":"韭菜本尊","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>股价有点硬啊，115万的单都砸不动[捂脸]&nbsp;","listText":"<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>股价有点硬啊，115万的单都砸不动[捂脸]&nbsp;","text":"$跟谁学(GSX)$股价有点硬啊，115万的单都砸不动[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/951731085","isVote":1,"tweetType":1,"viewCount":1439,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3529669973185162","authorId":"3529669973185162","name":"神偷小辉","avatar":"https://static.tigerbbs.com/3dc6d09b72b4645c134e8f3b449ac045","crmLevel":2,"crmLevelSwitch":0},"content":"那玩意，是机构相互结算的，以的是当天收盘价，那不叫砸","text":"那玩意，是机构相互结算的，以的是当天收盘价，那不叫砸","html":"那玩意，是机构相互结算的，以的是当天收盘价，那不叫砸"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":951615929,"gmtCreate":1590761670661,"gmtModify":1704193668430,"author":{"id":"3549236493884014","authorId":"3549236493884014","name":"韭菜本尊","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>空票多了","listText":"<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>空票多了","text":"$跟谁学(GSX)$空票多了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/951615929","isVote":1,"tweetType":1,"viewCount":409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":951876056,"gmtCreate":1590749690875,"gmtModify":1704193615313,"author":{"id":"3549236493884014","authorId":"3549236493884014","name":"韭菜本尊","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"他还有一万个机器人[开心]&nbsp;","listText":"他还有一万个机器人[开心]&nbsp;","text":"他还有一万个机器人[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/951876056","repostId":"2039462216","repostType":2,"repost":{"id":"2039462216","pubTimestamp":1590735643,"share":"https://www.laohu8.com/m/news/2039462216?lang=&edition=full","pubTime":"2020-05-29 15:00","market":"us","language":"zh","title":"微信获客断流 跟谁学面临重大危机","url":"https://stock-news.laohu8.com/highlight/detail?id=2039462216","media":"36氪","summary":"编者按：本文来自微信公众号“猛兽财经”（ID:mengshoucaijing），作者：猛兽财经，36氪经授权发布。一、跟谁学商业模式严重依赖WeTool香橼、灰熊、浑水接连的做空并没有打垮跟谁学，然而","content":"<html><body><article><p>编者按：本文来自微信公众号“猛兽财经”（ID:mengshoucaijing），作者：猛兽财经，<a href=\"https://laohu8.com/S/KRKR\">36氪</a>经授权发布。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20200529150133145v034s0whob4evup\"/><p><strong>一、<a href=\"https://laohu8.com/S/GSX\">跟谁学</a>商业模式严重依赖WeTool</strong></p><p>香橼、灰熊、浑水接连的做空并没有打垮跟谁学，然而影响跟谁学运营命脉的蝴蝶效应却因其他因素蔓延，起因是5月25日晚20点，WeTool 被<a href=\"https://laohu8.com/S/00700\">腾讯</a>封禁。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20200529150138538v03409n0r8gerbq\"/><p>图1:WeTool公告被腾讯封禁</p><p>跟谁学因腾讯而崛起，通过微信群运营，建立了低价获客渠道，被浑水成为“<a href=\"https://laohu8.com/S/300024\">机器人</a>”的即是社群运营软件-WeTool，目前WeTool广泛被各线上培训机构使用，越是线上业务占比高，对WeTool越依赖，越是起步早，此次封禁造成的私域流量损失越大。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20200529150141003v034tbvnofaprs2\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20200529150144606v0346dlyva62wug\"/><p>图2：WeTool官网客户评价</p><p><strong>二、商业模式面临失效</strong></p><p>跟谁学的商业模式严重依赖WeTool。大多数在线教育公司目前的亏损，主要是由于获客成本高，而跟谁学之所以能成为少数盈利的公司，主要是抓住了2018年来的微信群运营红利。其业务流主要依靠免费分享资料-扫码入群-要求分享推广链接-持续裂变获客，完成这一业务流依靠WeTool，根据25日晚<a href=\"https://laohu8.com/S/WB\">微博</a>上刷屏的社群运营人员的吐槽“封禁WeTool后，运营将增加80%人工工作量，工作没法做了，准备辞职”。可见，封禁WeTool后，整个跟谁学的低价获客渠道面临重大挑战。</p><p>图3.跟谁学/高途课堂社群运营方式：</p><img src=\"https://fid-75186.picgzc.qpic.cn/20200529150149450v034n9ipeb87c01\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20200529150151316v034mg0uhu2fqu9\"/><p><strong>三、销售费用高增长常态化将严重影响盈利</strong></p><p>20Q1,由于疫情广告战，跟谁学加大了非社群广告投放，销售费用大增，跟谁学20Q1的财报显示，销售费用同比大增660%，达7.57亿元。可见，对于与其他教培机构趋同的广告投放，也趋同的导致销售费用大增。当社群营销断裂，低价获客断流，跟谁学的“盈利”光环将消失，当毛利降低和业务增速降低同时来临，市场对其估值的认可将面临重大挑战。</p><p><strong>四、微信群获客恢复短期无解</strong></p><p>根据雪球用户dionysu反映，跟谁学已有1000个微信号被封。虽然未知仍有多少微信号仍在运营，但可以确认剩余账号已解绑第三方运营软件实行人工操作，其整体运营效率已经大幅下降。封禁账号解封周期一年，未封禁账号人工运营，由于效率比软件大幅降低，需要大量招聘社群运营人员才能实现WeTool的工作量。目前企业微信支持部分客户将业务转移至企业微信，但企业微信为通用版，未有针对在线教育进行个性化开发，运作效率低下，这也是前期第三方广泛流行的根本原因。</p><p><strong>总结：</strong></p><p>因为WeTool被禁，跟谁学/高途课堂被砍断运营大腿，飞速奔跑的跟谁学将面临商业模式失效的重大挑战。</p><p>猛兽财经致力于让每一个不甘心的青年人学会美股投资，体验在世界上最成熟最合规的市场里做世界头号公司股东的乐趣和刺激。让每一个青年人有尊严、平等通过美股投资获得自由。</p></article></body></html>","source":"tencent","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>微信获客断流 跟谁学面临重大危机</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{ 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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微信获客断流 跟谁学面临重大危机\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-05-29 15:00 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202005291501537b0b449f&s=b><strong>36氪</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>编者按：本文来自微信公众号“猛兽财经”（ID:mengshoucaijing），作者：猛兽财经，36氪经授权发布。一、跟谁学商业模式严重依赖WeTool香橼、灰熊、浑水接连的做空并没有打垮跟谁学，然而影响跟谁学运营命脉的蝴蝶效应却因其他因素蔓延，起因是5月25日晚20点，WeTool 被腾讯封禁。图1:WeTool公告被腾讯封禁跟谁学因腾讯而崛起，通过微信群运营，建立了低价获客渠道，被浑水成为“...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202005291501537b0b449f&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/513e912d3990c5772a73ef391367e32c","relate_stocks":{"TCEHY":"腾讯控股ADR"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202005291501537b0b449f&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2039462216","content_text":"编者按：本文来自微信公众号“猛兽财经”（ID:mengshoucaijing），作者：猛兽财经，36氪经授权发布。一、跟谁学商业模式严重依赖WeTool香橼、灰熊、浑水接连的做空并没有打垮跟谁学，然而影响跟谁学运营命脉的蝴蝶效应却因其他因素蔓延，起因是5月25日晚20点，WeTool 被腾讯封禁。图1:WeTool公告被腾讯封禁跟谁学因腾讯而崛起，通过微信群运营，建立了低价获客渠道，被浑水成为“机器人”的即是社群运营软件-WeTool，目前WeTool广泛被各线上培训机构使用，越是线上业务占比高，对WeTool越依赖，越是起步早，此次封禁造成的私域流量损失越大。图2：WeTool官网客户评价二、商业模式面临失效跟谁学的商业模式严重依赖WeTool。大多数在线教育公司目前的亏损，主要是由于获客成本高，而跟谁学之所以能成为少数盈利的公司，主要是抓住了2018年来的微信群运营红利。其业务流主要依靠免费分享资料-扫码入群-要求分享推广链接-持续裂变获客，完成这一业务流依靠WeTool，根据25日晚微博上刷屏的社群运营人员的吐槽“封禁WeTool后，运营将增加80%人工工作量，工作没法做了，准备辞职”。可见，封禁WeTool后，整个跟谁学的低价获客渠道面临重大挑战。图3.跟谁学/高途课堂社群运营方式：三、销售费用高增长常态化将严重影响盈利20Q1,由于疫情广告战，跟谁学加大了非社群广告投放，销售费用大增，跟谁学20Q1的财报显示，销售费用同比大增660%，达7.57亿元。可见，对于与其他教培机构趋同的广告投放，也趋同的导致销售费用大增。当社群营销断裂，低价获客断流，跟谁学的“盈利”光环将消失，当毛利降低和业务增速降低同时来临，市场对其估值的认可将面临重大挑战。四、微信群获客恢复短期无解根据雪球用户dionysu反映，跟谁学已有1000个微信号被封。虽然未知仍有多少微信号仍在运营，但可以确认剩余账号已解绑第三方运营软件实行人工操作，其整体运营效率已经大幅下降。封禁账号解封周期一年，未封禁账号人工运营，由于效率比软件大幅降低，需要大量招聘社群运营人员才能实现WeTool的工作量。目前企业微信支持部分客户将业务转移至企业微信，但企业微信为通用版，未有针对在线教育进行个性化开发，运作效率低下，这也是前期第三方广泛流行的根本原因。总结：因为WeTool被禁，跟谁学/高途课堂被砍断运营大腿，飞速奔跑的跟谁学将面临商业模式失效的重大挑战。猛兽财经致力于让每一个不甘心的青年人学会美股投资，体验在世界上最成熟最合规的市场里做世界头号公司股东的乐趣和刺激。让每一个青年人有尊严、平等通过美股投资获得自由。","news_type":1},"isVote":1,"tweetType":1,"viewCount":448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":959495503,"gmtCreate":1589981237502,"gmtModify":1704191362669,"author":{"id":"3549236493884014","authorId":"3549236493884014","name":"韭菜本尊","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>今天发生了什么","text":"$跟谁学(GSX)$今天发生了什么","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/952749566","isVote":1,"tweetType":1,"viewCount":1358,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"17029322529570","authorId":"17029322529570","name":"SoraBox","avatar":"https://static.tigerbbs.com/f48ba53b9fe393727958392dbaedc861","crmLevel":1,"crmLevelSwitch":0},"content":"明天公司成立6周年纪念日","text":"明天公司成立6周年纪念日","html":"明天公司成立6周年纪念日"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":161631708,"gmtCreate":1623921382304,"gmtModify":1623921382304,"author":{"id":"3549236493884014","authorId":"3549236493884014","name":"韭菜本尊","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"农村的土猪就没有机会拱大城市的白菜了","listText":"农村的土猪就没有机会拱大城市的白菜了","text":"农村的土猪就没有机会拱大城市的白菜了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/161631708","repostId":"1101656645","repostType":2,"repost":{"id":"1101656645","pubTimestamp":1623902534,"share":"https://www.laohu8.com/m/news/1101656645?lang=&edition=full","pubTime":"2021-06-17 12:02","market":"us","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{ 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}\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":{"TAL":"好未来","IH":"洪恩","COE":"51TALK","09901":"新东方-S","YQ":"一起教育科技","ZME":"掌门教育","GOTU":"高途","EDU":"新东方","01797":"东方甄选","DAO":"有道"},"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":860,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":102567782,"gmtCreate":1620224820746,"gmtModify":1620224820746,"author":{"id":"3549236493884014","authorId":"3549236493884014","name":"韭菜本尊","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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