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查理芒果

查理芒果

长期价值投资苹果脸书特斯拉谷歌微软英伟达 AMD

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2021-11-02

$老虎证券(TIGR)$虎虎生威

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$老虎证券(TIGR)$这是跟我开玩笑吗

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$老虎证券(TIGR)$会跌到3块别那么快入场

2021-09-07

wowo

小米集团：今日耗资1.99亿港元回购798万股

2021-09-06

你好牛呀好牛啊

你好开心我好吗比我还没有能力去改变自己命运是谁在我面前一文不值？我是第三十五年后才发现人真的好难🤯！是不是要在我身边的人了！

你好牛呀好牛啊

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wow

“双减”之下，有道能否借多元化转型顺利“翻篇”？

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$老虎证券(TIGR)$长期投资

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$老虎证券(TIGR)$有趣的老虎

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$老虎证券(TIGR)$有趣的老虎

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$Orphazyme A/S(ORPH)$吐血

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}\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; 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20:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>9月6日，小米集团公布，于2021年9月6日，该公司以每股24.9-25港元的价格回购798万股股份，斥资1.99亿港元。<img src=\"https://static.tigerbbs.com/85968b8413ced7e3207b643ba7fd6bd3\" tg-width=\"1637\" tg-height=\"472\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/5cfa3b5822f891ee0e730f97529dc291\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/aea2b9ab8a046974039715aed46d9985","relate_stocks":{"01810":"小米集团-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159574266","content_text":"9月6日，小米集团公布，于2021年9月6日，该公司以每股24.9-25港元的价格回购798万股股份，斥资1.99亿港元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":814453662,"gmtCreate":1630880528956,"gmtModify":1632905460140,"author":{"id":"3557493984825888","authorId":"3557493984825888","name":"查理芒果","avatar":"https://static.tigerbbs.com/b6ca73529e5ba371b56775b3947bc8f1","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557493984825888","idStr":"3557493984825888"},"themes":[],"title":"你好牛呀好牛啊","htmlText":"你好开心我好吗比我还没有能力去改变自己命运是谁在我面前一文不值？我是第三十五年后才发现人真的好难🤯！是不是要在我身边的人了！","listText":"你好开心我好吗比我还没有能力去改变自己命运是谁在我面前一文不值？我是第三十五年后才发现人真的好难🤯！是不是要在我身边的人了！","text":"你好开心我好吗比我还没有能力去改变自己命运是谁在我面前一文不值？我是第三十五年后才发现人真的好难🤯！是不是要在我身边的人了！","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/814453662","isVote":1,"tweetType":1,"viewCount":761,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":812446792,"gmtCreate":1630620141116,"gmtModify":1632470500737,"author":{"id":"3557493984825888","authorId":"3557493984825888","name":"查理芒果","avatar":"https://static.tigerbbs.com/b6ca73529e5ba371b56775b3947bc8f1","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557493984825888","idStr":"3557493984825888"},"themes":[],"htmlText":"wow","listText":"wow","text":"wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/812446792","repostId":"2164413708","repostType":2,"repost":{"id":"2164413708","pubTimestamp":1630578271,"share":"https://www.laohu8.com/m/news/2164413708?lang=&edition=full","pubTime":"2021-09-02 18:24","market":"us","language":"zh","title":"“双减”之下，有道能否借多元化转型顺利“翻篇”？","url":"https://stock-news.laohu8.com/highlight/detail?id=2164413708","media":"美股研究社","summary":"北京时间8月31日，网易有道发布2021年二季度财报，截至当日收盘，股价涨20.71%，报12.65美元。\n网易有道股价为何大幅升高？\n宏观层面，周二是美股8月份最后一个交易日，中概在线教育股普遍上涨","content":"<p>北京时间8月31日，<a href=\"https://laohu8.com/S/NTES\">网易</a>有道发布2021年二季度财报，截至当日收盘，股价涨20.71%，报12.65美元。</p>\n<p><img src=\"https://static.tigerbbs.com/2979310e1e8d74824c8896e52729e7d9\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\">网易<a href=\"https://laohu8.com/S/DAO\">有道</a>股价为何大幅升高？</p>\n<p>宏观层面，周二是美股8月份最后一个交易日，中概在线教育股普遍上涨，高途上涨7.06%，好未来上涨5.56%；公司层面，网易有道母公司网易集团宣布股份购买计划，在一定程度上提振了资本市场对其信心。</p>\n<p>回归财报本身，网易有道营收超出预期也是提振股价的重要因素。那么对于二季度而言，网易有道其它业绩表现如何？</p>\n<p><b>“双减”政策影响暂未体现，多元业务急切转型</b></p>\n<p>财报显示，网易有道二季度营收13亿元，同比增长107.5%。在线课程总账单为11亿元，同比增长99.7%；有道精品课程总账单为10亿元，同比增长124.1%。</p>\n<p><img src=\"https://static.tigerbbs.com/bb7dfdacb12fe41bba1f01b5b0c39e7b\" tg-width=\"762\" tg-height=\"130\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>营收的大幅增长，离不开业务收入的“推波助澜”。网易有道核心业务有三部分：以在线课程为主的学习服务、以<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>硬件为主的学习产品和在线营销服务。</p>\n<p>网易有道的学习服务囊括K12教育、素质教育及成人教育，业务收入占总营收大比重。二季度，学习服务收入为9.211亿元，同比增长112.4%。</p>\n<p>从整体教育行业来看，2021年上半年，在线教育需求较大，中概教育股营收普遍增长。以一季度情况为例：好未来营收同比增长58.9%，高途营收同比增长近50%，新东方同比增长29%。</p>\n<p>上半年行业风向偏好，网易有道取得较好营收成绩也在情理之中。虽然二季度成绩未受到“双减”政策影响，但三、四季度的情况或许会发生变化。</p>\n<p>在网易有道的教育业务中，在线课程主要包括有道精品课程、网易云教室和中国大学MOOC的对价总额（扣除退款总额）；高级课程则主要面向K-12学生，涵盖广泛的主题、学习目标和兴趣领域。</p>\n<p><img src=\"https://static.tigerbbs.com/b92cdab8893a1ace887cfbaf6695594f\" tg-width=\"1042\" tg-height=\"448\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>图片来源：网易有道官网</p>\n<p>监管新政的下达势必会对其产生影响，相关付费用户可能会减少，在线教育收入的下降必然影响到整个学习服务版块的收入。未来，在政策影响以及教育行业的趋势下，网易有道的重点将会进行转移。</p>\n<p>网易有道的首席执行官周枫在二季度电话会议上表示：“有道将严格贯彻落实‘双减’等相关政策规定，继续专注于四个当前的高增长支柱：智能学习产品、素质教育、成人教育和教育信息化解决方案。”</p>\n<p>在转型过程中，网易有道相较于新东方、好未来、高途等专注K12教育的公司会具有一定优势。在成人教育领域，有道副总裁苏鹏介绍：“有道精品课程成人部分的营收占Q2总净收入的21.5%，成人部分的付费学生人数占总付费学生人数的13.4%。”</p>\n<p>网易有道本身已具备其余业务的基础，未来转型也只是转移重心。而诸多在线教育机构的重心一直是压在K12教育上，在转型时必然承受更大压力。在此次转型升级中，有道能否抓住新一轮机遇是关键点。</p>\n<p>未来，除了教育业务方向的变化，学习产品方面也是有道需要关注的焦点。</p>\n<p>二季度，网易有道的学习产品收入为2.063亿元，同比虽然增长138.8%，环比却只增长2.18%。</p>\n<p>不过，在智能学习设备领域，有道算是赛道中的头部玩家。网易有道词典笔获得众多家庭青睐，二季度内，有道发布“有道词典笔K3”系列产品，该产品的毛利率高于其它学习类产品，二季度学习产品毛利率为43%，去年同期为32.4%。</p>\n<p>值得注意的是，有道于9月1日联合人民教育电子音像出版社共同发布人教有道词典笔，此款词典笔搭载有人教社官方教材内容，目前已在各大电商渠道预售。</p>\n<p>“双减”政策下，家庭学习场景对智能学习设备需求上升。有道的学习类产品具有一定增长空间，需要警惕的是，产品销量的提升也该把控产品的质量，质量与销量双管齐下，未来有道才能打开更广阔的盈利空间。</p>\n<p>在A面，虽然网易有道实现一定营收增长，但B面却面临一定亏损。</p>\n<p><b>净亏损同比扩大，成本“天秤”恐倾斜</b></p>\n<p>财报显示，网易有道二季度净亏损为5.24亿元，去年同期净亏损为2.578亿元，同比扩大103.26%。</p>\n<p>净亏损扩大，与运营成本扩大相关，网易有道总运营费用为12亿元，同比增长116.3%。值得肯定的是，高昂的运营费用有所成效，营收超出预期增长。那么，网易有道花的钱都去哪儿了？</p>\n<p><img src=\"https://static.tigerbbs.com/7ccc7b858fddce876d3d1d0d847f1ee7\" tg-width=\"752\" tg-height=\"506\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>具体看向费用支出，网易有道主要在营销和研发方面支出最多。</p>\n<p>二季度，网易有道营销费用为9.732亿元，同比增长118.6%。从以往教育行业看，“烧钱”营销获增长在教育机构中算是家常便饭。随着行业发展，教育赛道被资本捧上热门，众多玩家竞相涌入，“焦虑营销、虚假宣传、超期收费”等一系列教育乱象频出。</p>\n<p>“双减”政策落地，K12学科类培训机构或将进入长时间的强监管时代，教育乱象得以整治。从三四季度来看，教培行业的营业支出可能会有所好转。从利益方面分析，对教培行业均是有利也有弊。</p>\n<p>好的一面在于，网易有道在学习服务版块的营销费用下降，可能会让净亏损有所收窄。“天下熙熙，皆为利来，天下攘攘，皆为利往”，利润最大化是企业追求的目标，盈利能力的好转，将会为网友有道带来更多想象空间。</p>\n<p>坏的一面在于，营销费用的下降，或许会影响到网易有道业务增长的趋势。网易有道各项营业收入均离不开“打广告”带来的收益，在市场总量 有限的情况下，若减少推广费用，则宣传阵地很可能被竞争对手占领，届时品牌曝光度也会下降。</p>\n<p>影响企业的不止是营销费用，研发费用也有很大关联。二季度，网易有道的研发费用为为1.8亿元，同比增长96.9%，这方面费用主要针对学习产品版块。</p>\n<p>近年来，居民消费水平逐步提高，家长们对孩子的教育重视程度也显著提升。智能化时代，智能学习产品市场规模也在不断扩大。</p>\n<p>据艾媒咨询《2020中国智能硬件行业发展全景研究报告》，2020年中国智能硬件市场规模将踏入万亿级别。据多鲸资本教育研究院预测，预计至2022年，K12教育智能硬件市场规模可达570亿。</p>\n<p>“双减”政策下，教育智能硬件赛道将会迎来更多玩家。网易有道也将面临更大的竞争风险，其学习产品营收大部分来源于有道词典笔，但目前市面上不止有道词典这一种智能笔。7月29日，华为智选与阿尔法蛋品牌联合推出华为智选“阿尔法蛋智能词典笔S”，其内置《牛津高阶英汉双解词典》，具备英英释义、英式美式读音、单词例句等功能。</p>\n<p>此外，依靠“一支笔”难以维持持续性增长的产品营收。广泛布局学习类产品能够更好帮助网易有道盈利，但以其目前研发费用看，研发费用远远低于营销费用，产品研发与品质保证或将囿于费用支出。</p>\n<p>网易有道后续或可加大研发投入，覆盖品类更广的智能学习产品以及提升产品质量。想要在智能学习设备领域持续获利，就必须筑起产品竞争壁垒。</p>\n<p><b>结语</b></p>\n<p>网易有道CEO周枫在接受采访时曾表示：“有道是一家智慧学习公司，这里的‘学习’，是指‘learning’，而不是‘education’，因为education多指K12，而learning是一件终身的事情。”</p>\n<p>在“双减”政策下，教育行业已经迎来新一轮洗牌。从二季度财报来看，网易有道因自身多元化特性，或许会在成人教育、素质教育和学习产品等方面具有先发的优势，如何将这种优势进一步扩大也是摆在有道面前的考验。</p>\n<p>从新的方向出发，未来能否把握机会实现突破，关键看网易有道具体怎么做。</p>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta 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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“双减”之下，有道能否借多元化转型顺利“翻篇”？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-02 18:24 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021090217192279eb478e&s=b><strong>美股研究社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>北京时间8月31日，网易有道发布2021年二季度财报，截至当日收盘，股价涨20.71%，报12.65美元。\n网易有道股价为何大幅升高？\n宏观层面，周二是美股8月份最后一个交易日，中概在线教育股普遍上涨，高途上涨7.06%，好未来上涨5.56%；公司层面，网易有道母公司网易集团宣布股份购买计划，在一定程度上提振了资本市场对其信心。\n回归财报本身，网易有道营收超出预期也是提振股价的重要因素。那么对于...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021090217192279eb478e&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/aea2a7ce16b56511fe27c63145161698","relate_stocks":{"DAO":"有道"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021090217192279eb478e&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2164413708","content_text":"北京时间8月31日，网易有道发布2021年二季度财报，截至当日收盘，股价涨20.71%，报12.65美元。\n网易有道股价为何大幅升高？\n宏观层面，周二是美股8月份最后一个交易日，中概在线教育股普遍上涨，高途上涨7.06%，好未来上涨5.56%；公司层面，网易有道母公司网易集团宣布股份购买计划，在一定程度上提振了资本市场对其信心。\n回归财报本身，网易有道营收超出预期也是提振股价的重要因素。那么对于二季度而言，网易有道其它业绩表现如何？\n“双减”政策影响暂未体现，多元业务急切转型\n财报显示，网易有道二季度营收13亿元，同比增长107.5%。在线课程总账单为11亿元，同比增长99.7%；有道精品课程总账单为10亿元，同比增长124.1%。\n\n营收的大幅增长，离不开业务收入的“推波助澜”。网易有道核心业务有三部分：以在线课程为主的学习服务、以智能硬件为主的学习产品和在线营销服务。\n网易有道的学习服务囊括K12教育、素质教育及成人教育，业务收入占总营收大比重。二季度，学习服务收入为9.211亿元，同比增长112.4%。\n从整体教育行业来看，2021年上半年，在线教育需求较大，中概教育股营收普遍增长。以一季度情况为例：好未来营收同比增长58.9%，高途营收同比增长近50%，新东方同比增长29%。\n上半年行业风向偏好，网易有道取得较好营收成绩也在情理之中。虽然二季度成绩未受到“双减”政策影响，但三、四季度的情况或许会发生变化。\n在网易有道的教育业务中，在线课程主要包括有道精品课程、网易云教室和中国大学MOOC的对价总额（扣除退款总额）；高级课程则主要面向K-12学生，涵盖广泛的主题、学习目标和兴趣领域。\n\n图片来源：网易有道官网\n监管新政的下达势必会对其产生影响，相关付费用户可能会减少，在线教育收入的下降必然影响到整个学习服务版块的收入。未来，在政策影响以及教育行业的趋势下，网易有道的重点将会进行转移。\n网易有道的首席执行官周枫在二季度电话会议上表示：“有道将严格贯彻落实‘双减’等相关政策规定，继续专注于四个当前的高增长支柱：智能学习产品、素质教育、成人教育和教育信息化解决方案。”\n在转型过程中，网易有道相较于新东方、好未来、高途等专注K12教育的公司会具有一定优势。在成人教育领域，有道副总裁苏鹏介绍：“有道精品课程成人部分的营收占Q2总净收入的21.5%，成人部分的付费学生人数占总付费学生人数的13.4%。”\n网易有道本身已具备其余业务的基础，未来转型也只是转移重心。而诸多在线教育机构的重心一直是压在K12教育上，在转型时必然承受更大压力。在此次转型升级中，有道能否抓住新一轮机遇是关键点。\n未来，除了教育业务方向的变化，学习产品方面也是有道需要关注的焦点。\n二季度，网易有道的学习产品收入为2.063亿元，同比虽然增长138.8%，环比却只增长2.18%。\n不过，在智能学习设备领域，有道算是赛道中的头部玩家。网易有道词典笔获得众多家庭青睐，二季度内，有道发布“有道词典笔K3”系列产品，该产品的毛利率高于其它学习类产品，二季度学习产品毛利率为43%，去年同期为32.4%。\n值得注意的是，有道于9月1日联合人民教育电子音像出版社共同发布人教有道词典笔，此款词典笔搭载有人教社官方教材内容，目前已在各大电商渠道预售。\n“双减”政策下，家庭学习场景对智能学习设备需求上升。有道的学习类产品具有一定增长空间，需要警惕的是，产品销量的提升也该把控产品的质量，质量与销量双管齐下，未来有道才能打开更广阔的盈利空间。\n在A面，虽然网易有道实现一定营收增长，但B面却面临一定亏损。\n净亏损同比扩大，成本“天秤”恐倾斜\n财报显示，网易有道二季度净亏损为5.24亿元，去年同期净亏损为2.578亿元，同比扩大103.26%。\n净亏损扩大，与运营成本扩大相关，网易有道总运营费用为12亿元，同比增长116.3%。值得肯定的是，高昂的运营费用有所成效，营收超出预期增长。那么，网易有道花的钱都去哪儿了？\n\n具体看向费用支出，网易有道主要在营销和研发方面支出最多。\n二季度，网易有道营销费用为9.732亿元，同比增长118.6%。从以往教育行业看，“烧钱”营销获增长在教育机构中算是家常便饭。随着行业发展，教育赛道被资本捧上热门，众多玩家竞相涌入，“焦虑营销、虚假宣传、超期收费”等一系列教育乱象频出。\n“双减”政策落地，K12学科类培训机构或将进入长时间的强监管时代，教育乱象得以整治。从三四季度来看，教培行业的营业支出可能会有所好转。从利益方面分析，对教培行业均是有利也有弊。\n好的一面在于，网易有道在学习服务版块的营销费用下降，可能会让净亏损有所收窄。“天下熙熙，皆为利来，天下攘攘，皆为利往”，利润最大化是企业追求的目标，盈利能力的好转，将会为网友有道带来更多想象空间。\n坏的一面在于，营销费用的下降，或许会影响到网易有道业务增长的趋势。网易有道各项营业收入均离不开“打广告”带来的收益，在市场总量 有限的情况下，若减少推广费用，则宣传阵地很可能被竞争对手占领，届时品牌曝光度也会下降。\n影响企业的不止是营销费用，研发费用也有很大关联。二季度，网易有道的研发费用为为1.8亿元，同比增长96.9%，这方面费用主要针对学习产品版块。\n近年来，居民消费水平逐步提高，家长们对孩子的教育重视程度也显著提升。智能化时代，智能学习产品市场规模也在不断扩大。\n据艾媒咨询《2020中国智能硬件行业发展全景研究报告》，2020年中国智能硬件市场规模将踏入万亿级别。据多鲸资本教育研究院预测，预计至2022年，K12教育智能硬件市场规模可达570亿。\n“双减”政策下，教育智能硬件赛道将会迎来更多玩家。网易有道也将面临更大的竞争风险，其学习产品营收大部分来源于有道词典笔，但目前市面上不止有道词典这一种智能笔。7月29日，华为智选与阿尔法蛋品牌联合推出华为智选“阿尔法蛋智能词典笔S”，其内置《牛津高阶英汉双解词典》，具备英英释义、英式美式读音、单词例句等功能。\n此外，依靠“一支笔”难以维持持续性增长的产品营收。广泛布局学习类产品能够更好帮助网易有道盈利，但以其目前研发费用看，研发费用远远低于营销费用，产品研发与品质保证或将囿于费用支出。\n网易有道后续或可加大研发投入，覆盖品类更广的智能学习产品以及提升产品质量。想要在智能学习设备领域持续获利，就必须筑起产品竞争壁垒。\n结语\n网易有道CEO周枫在接受采访时曾表示：“有道是一家智慧学习公司，这里的‘学习’，是指‘learning’，而不是‘education’，因为education多指K12，而learning是一件终身的事情。”\n在“双减”政策下，教育行业已经迎来新一轮洗牌。从二季度财报来看，网易有道因自身多元化特性，或许会在成人教育、素质教育和学习产品等方面具有先发的优势，如何将这种优势进一步扩大也是摆在有道面前的考验。\n从新的方向出发，未来能否把握机会实现突破，关键看网易有道具体怎么做。","news_type":1},"isVote":1,"tweetType":1,"viewCount":490,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":899216313,"gmtCreate":1628199023532,"gmtModify":1633752802664,"author":{"id":"3557493984825888","authorId":"3557493984825888","name":"查理芒果","avatar":"https://static.tigerbbs.com/b6ca73529e5ba371b56775b3947bc8f1","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557493984825888","idStr":"3557493984825888"},"themes":[],"htmlText":"<a 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