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泡泡_5951
2021-07-02
心累
【异动】AMC直线跳水!做空机构:我们正在做空
泡泡_5951
2021-06-12
$美国资本代理公司(AGNC)$
日……..
泡泡_5951
2021-06-12
盘前39块钱卖掉了[捂脸]
泡泡_5951
2021-06-11
$金风科技(02208)$
金风科技你可以的[流泪]
泡泡_5951
2021-06-10
在线加油啊
在线教育能否通过教育硬件,从波谲云诡中看到未来?
泡泡_5951
2021-06-10
$Palantir Technologies Inc.(PLTR)$
为什么📉的这么厉害 38的成本什么时候才能看到希望快要交学费了 难道得割肉了吗[流泪]
泡泡_5951
2021-06-09
盘它! 美国建设
泡泡_5951
2021-06-09
香港还能不能行了
Hong Kong shares end lower as U.S. bill on China tech threat weighs
泡泡_5951
2021-06-08
凭运气赚的外卖费刚刚凭本事亏了之余还倒贴了10块钱
【异动】WSB热门股票跳水,AMC院线转跌
泡泡_5951
2021-06-08
追高了吗!
泡泡_5951
2021-06-08
$蔚来(NIO)$
哎……这得等到什么时候啊
泡泡_5951
2021-06-08
棒的 是赚钱的公司为什么不涨啊
去老虎APP查看更多动态
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22:04","market":"us","language":"zh","title":"【异动】AMC直线跳水!做空机构:我们正在做空","url":"https://stock-news.laohu8.com/highlight/detail?id=1156268224","media":"老虎资讯综合","summary":"7月2日,AMC院线盘初跌超8%,做空机构Iceberg Research:我们正在做空AMC院线。","content":"<p>7月2日,<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>盘初跌超8%,做空机构Iceberg Research:我们正在做空AMC院线。<img src=\"https://static.tigerbbs.com/3d1e215772c9c8e2ea0f3cd90e535d59\" tg-width=\"596\" tg-height=\"137\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/d9710d40ef88052b43b057486be81cb4\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></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>【异动】AMC直线跳水!做空机构:我们正在做空</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【异动】AMC直线跳水!做空机构:我们正在做空\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\">2021-07-02 22:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月2日,<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>盘初跌超8%,做空机构Iceberg Research:我们正在做空AMC院线。<img src=\"https://static.tigerbbs.com/3d1e215772c9c8e2ea0f3cd90e535d59\" tg-width=\"596\" tg-height=\"137\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/d9710d40ef88052b43b057486be81cb4\" 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/3400ab07be851836f985363e52636fda","relate_stocks":{"AMC":"AMC院线"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156268224","content_text":"7月2日,AMC院线盘初跌超8%,做空机构Iceberg 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","text":"盘前39块钱卖掉了[捂脸]","images":[{"img":"https://static.tigerbbs.com/ba830ad47933191ae98adf76c1489942","width":"1125","height":"3732"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/188878816","isVote":1,"tweetType":1,"viewCount":420,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":181720453,"gmtCreate":1623412662572,"gmtModify":1631890287638,"author":{"id":"3557620697904741","authorId":"3557620697904741","name":"泡泡_5951","avatar":"https://static.tigerbbs.com/c56561e2e2680059978454a92e39934d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02208\">$金风科技(02208)$</a>金风科技你可以的[流泪] ","listText":"<a href=\"https://laohu8.com/S/02208\">$金风科技(02208)$</a>金风科技你可以的[流泪] ","text":"$金风科技(02208)$金风科技你可以的[流泪]","images":[{"img":"https://static.tigerbbs.com/e77ff0d0243cdcf1087d9e03ae13c9a7","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/181720453","isVote":1,"tweetType":1,"viewCount":525,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":183665683,"gmtCreate":1623329271642,"gmtModify":1634034540162,"author":{"id":"3557620697904741","authorId":"3557620697904741","name":"泡泡_5951","avatar":"https://static.tigerbbs.com/c56561e2e2680059978454a92e39934d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"在线加油啊","listText":"在线加油啊","text":"在线加油啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/183665683","repostId":"1125711628","repostType":4,"repost":{"id":"1125711628","pubTimestamp":1623318541,"share":"https://www.laohu8.com/m/news/1125711628?lang=&edition=full","pubTime":"2021-06-10 17:49","market":"us","language":"zh","title":"在线教育能否通过教育硬件,从波谲云诡中看到未来?","url":"https://stock-news.laohu8.com/highlight/detail?id=1125711628","media":"螳螂财经","summary":"“18.58美元、71.51美元、51.71美元”,“10.23美元、39.97美元、18.54美元”。\n这两组数据是新东方、好未来、高途这在线教育“三巨头”,于2020年12月31日与截至2021年","content":"<p>“18.58美元、71.51美元、51.71美元”,“10.23美元、39.97美元、18.54美元”。</p>\n<p>这两组数据是新东方、好未来、高途这在线教育“三巨头”,于2020年12月31日与截至2021年5月30日的股价信息,对比来看,<b>曾经的“三座大山”在不到半年的时间里,股价皆腰斩。</b></p>\n<p>5月28日还有消息传出,高途董事长陈向东召开了内部员工会,宣布高途课堂将裁员30%。而早在10天前,就有消息称,VIPKID将进行业务和人员调整,裁员比例高达50%。在社交媒体平台上,包括作业帮等在线教育机构停止招聘的消息也传得沸沸扬扬。</p>\n<p>不过,与在线教育市场整体衰颓的基调不同,5月18日,网易有道交出了有史以来最佳的财务业绩报告,其中由智能硬件构成的学习产品更是当之无愧的主要驱动力。那么,今年来声量渐起的教育硬件市场究竟是怎样的一个情况?随着大厂依次入局,有道的好成绩还能延续多久?</p>\n<p><b>大环境波谲云诡,</b></p>\n<p><b>教育硬件似成行业自救出口</b></p>\n<p><b>如果说2020年是在线教育的“当打之年”,那么2021年则是“攻坚之年”。</b></p>\n<p>三月,先是中纪委对几家在线教育机构的批评,导致行业监管问题成为舆论热点。然后私募大佬Bill Hwang因为动用高杠杆,遭遇连锁利空后旗下多只股票暴跌,引发爆仓。</p>\n<p>以新东方、好未来为首的多家教育中概股股价崩盘。至五月,这一势头仍未止住,针对群众反映强烈的校外教育培训机构乱象,先是作业帮、猿辅导被处以250万元顶格罚款;5月17日,新东方和学而思再因“超期限一次性收费、超课程标准教学次”被北京市教委点名。</p>\n<p>监管趋严,在线教育行业已然进入了“阵痛期”,<b>在这样的大环境刺激下,企业们大多开始思考多元化创收的可能,教育硬件成为了其中一个重要“宣泄口”。</b></p>\n<p>从步步高点读机到小天才电话手表,从作业帮错题打印机到网易有道词典笔,从iPad到字节跳动的智能学习灯,“教育硬件”本身并没有一个严格的定义和范围。</p>\n<p><img src=\"https://static.tigerbbs.com/9af6374817726e0f1d3fe24a58c94988\" tg-width=\"1080\" tg-height=\"621\" referrerpolicy=\"no-referrer\"></p>\n<p>(图源:《2021中国教育智能硬件趋势洞察报告》, 数据来源:艾瑞数据)</p>\n<p>但可以确定的是,这个赛道的潜力不容小觑。据艾瑞数据显示,2018-2020年,在中国教育智能硬件市场,不管是传统品类还是新兴品类都呈现稳定上升的趋势,并且预计三年后整体市场规模将达到千亿级水平。</p>\n<p>在2021年4月举办的79届中国教育装备展示会上,汇聚了国内外 1300 余家企业参展,9000 多个展位占满了整个场馆,成为了会展中心建馆以来面积最大的展览。据腾讯研究院观察,这届教育装备展示会的火爆程度,堪比巅峰时期的汽车展和通信展。</p>\n<p>诚然,并不是行业的火热就一定等于“赚钱”,“赔本赚吆喝”的事情从来不少见。</p>\n<p>不过,有道一季度的业绩报告给这个质疑初步下了一个定论。报告期内,网易有道的学习产品的净收入为2.019亿元,比2020年同期增长279.8%;毛利率为44.1%,创造了自上市以来的最高纪录。</p>\n<p>当然,不仅仅是网易,步步高集团和字节跳动也是教育硬件最主要的玩家之一。</p>\n<p>以步步高旗下小天才为例,2019年,其出货量为604.5万台,到目前它是儿童智能手表的全球市场的第一名,市场份额超过30%,销量超过排名第二到第五名的总和。</p>\n<p>字节跳动则是动作最大的一家。2020年10月,字节跳动发布的“大力智能学习灯”集拍摄批改作业、点读、语音通话、远程辅导于一体。此外,还在研发包括教育平板、口袋学习打印机、早教机、词典笔等几乎目前市场上所有被验证过或者正热门的教育硬件产品。</p>\n<p>事实上,在教育硬件为网易有道一季度的业绩做出巨大贡献之前,针对教育硬件究竟是下一个“风口”还是“智商税”的争论从未停止,那么这一市场有无潜力成为新一代“财富密码”?</p>\n<p><b>“智商税”论未休,</b></p>\n<p><b>教育硬件并不等同于“财富密码”</b></p>\n<p><b>有热度的地方就有争议,教育硬件这个赛道也不例外。</b></p>\n<p>目前市面上两种方向的教育硬件产品,一种是作为辅助学习的工具,在某一点上做到足够好用,力求痛点打穿;另一种是不依靠硬件卖钱,赚的是内置内容和服务的钱。典型案例就是步步高的学习机、字节跳动的大力智能学习灯和有道的词典笔。</p>\n<p>“螳螂财经”统计了一些针对“xxx就是智商税”的言论,发现消费者对于产品的诟病一般源于以下两个方面。</p>\n<p><b>其一是对产品功能的质疑。</b></p>\n<p>比如“护眼灯”这个市场,据北京大学国家发展研究院发布的《国民视觉健康报告》显示,在2012年,我国已有4.5亿左右的人患有不同程度的近视。2018年,世界卫生组织公布的研究报告显示,我国18年的近视人数已达到6亿之多。</p>\n<p>有需求就有红利,“螳螂财经”在淘宝搜索“护眼灯”这一关键词,排名靠前的产品销量都以万计。</p>\n<p><img src=\"https://static.tigerbbs.com/1b4532ec1b7f9549d75c5b6633fab7e6\" tg-width=\"640\" tg-height=\"571\" referrerpolicy=\"no-referrer\"></p>\n<p>(图源:黑板洞察 数据来源:东兴证券)</p>\n<p>当然“打脸”也未缺席,央视网2020年10月的《每周质检报告》中提到,从市面上所抽取的73款样品中,其中有61款读写台灯不达标,这些样品中甚至包括了飞利浦、欧司朗、雅视力、好视力、美的、海尔等知名品牌。</p>\n<p>在性能方面,大量的读写台灯,在设计保护视力的多个指标上(比如照度、显色、频闪等等),都没有体现出该有的性能,容易造成视力伤害,“护眼”灯反倒是“伤眼”。</p>\n<p><b>其二,则与产品构建的场景有关。</b></p>\n<p>学习机本来是用于“拍搜打学”、“词典笔”则是针对难词、难句的解析,但到了现实应用场景里,开始有了一丝“变味”。</p>\n<p>作为最直接的使用者—学生而言,肯定是有从词典笔和学习机中受益的。但在老师眼里并不是这样,以词典笔为例,笔者从前的英语老师最忌讳的就是学生用词典去查生涩词汇,他的原话是“只有结合上下文去猜这个单词的意思,记忆点才最深刻,如果最后还是不懂,才能使用字典去查,防止形成依赖性”。</p>\n<p>学习机也是如此,曾经的文曲星、步步高里面都内置了各类小容量大玩法的游戏作品,比如《英雄坛说》、《魔塔》、《神州》等等,其中《英雄坛说》的世界竟然相当开放,有隐藏任务,隐藏地点,甚至还有副本和武器铸造系统,多少学生曾经沉溺其中不可自拔,最后往往使得学习机和手机、电脑一起被家长列为违禁品。</p>\n<p><img src=\"https://static.tigerbbs.com/da9a6bc4f48846dd98ede7bfe2892858\" tg-width=\"637\" tg-height=\"357\" referrerpolicy=\"no-referrer\"></p>\n<p>在争论与质疑的推动下,教育硬件市场开始“螺旋”前进。从20世纪末至今,教育硬件共计经历了从1.0时代到2.0、3.0时代的转变。1.0时代以文曲星、小霸王、步步高等企业为代表,没有互联网思维,产品功能上比较单一,多以查词为主。</p>\n<p>进入2.0时代,小霸王、文曲星逐渐衰落,电子词典、复读机被更多功能齐全、品类丰富的点读机、学习机等产品所取缔,但行业存活率依旧不高,维持在1%到3%之间。</p>\n<p>2020年则是智能硬件产品的元年,也是智能硬件厂商发展的第三个阶段。这个阶段,更多的互联网公司参与进来,它们多聚焦于扫描词典笔、智能作业灯、智能机器人等一批兼具科技与实用性的产品。在入局者众多的3.0时代,谁能在“风暴”中撕出“出口”?</p>\n<p><b>大雾四起</b></p>\n<p><b>谁能在“人潮”中“拨云见日”?</b></p>\n<p>在“跨界”已成常态的今天,一旦哪个行业露“红”,各大厂商就像闻腥而来的鬣狗,教育硬件这个赛道也不例外。</p>\n<p>据“螳螂财经”观察,现在这个阶段,共有三类参赛者的参与。</p>\n<p><b>首先,是以网易有道为首的教育公司。</b>其中有道一直都有硬件业务,2017年就针对商务和旅游人士推出了翻译蛋,从市场反应来看,有道的先发优势已经成功转变为业务成绩,并且体现在财报上。</p>\n<p>除了网易有道以外,其他头部的教育公司也不甘落后。作业帮继推出错题打印机喵喵机之后,有消息传出,目前作业帮已经启动平板项目;猿辅导方面,也在深圳组建了硬件团队,并已经与代工厂签订了智能写字板订单;好未来为硬件业务成立了单独的部门,据称目前正筹划智能台灯项目;新东方同样计划推出类似产品。</p>\n<p><b>其次,是字节、腾讯、阿里等互联网大厂。</b>2020年10月,字节跳动旗下大力教育推出首款智能硬件产品“大力智能学习灯”;2021年3月,腾讯教育也官宣了新品“AILA智能作业灯”;百度和阿里则在2020年推出了智能音箱。</p>\n<p><b>最后,就是步步高、读书郎等以传统教育硬件为代表的企业。</b>四月末,读书郎教育向港股递交招股书。从招股书反馈的数据可以看到,整个平板业务2018-2020年出货了39.96万台、45.69万台、48.46万台,对应收入4.68亿元、5.42亿元、6.65亿元,占总收入的90%。</p>\n<p>至于哪一类“玩家”能最先跑通登顶,依旧处于“迷雾”之中的行业无法给出准确的答案。</p>\n<p><b>教育类企业有基础。</b>这部分玩家拥有其他参赛者缺乏的用户信任度,这得益于它们过去在内容上的积累,无论是K12领域,还是成人或少儿领域,都更能察觉到用户对于智能硬件的需求痛点,从而有针对性的进行产品迭代。</p>\n<p>以“打响第一枪”的网易有道为例,有道词典笔3代研发,是基于有道词典历史悠久的查词能力,以及对于学习场景理解足够深的结果,一经推出,便收获了较好的口碑,在618和双十一两大电商购物节中长期占据电子词典品类销量冠军。</p>\n<p>与此同时,有道也从未停下产品迭代的脚步,在今年一季度,公司就同时增强了“有道词典”和“有道词典笔”之间的软硬件协同作用。例如,词典笔用户可以在“有道词典”中找到他们的个人学习情况记录,并享受“单词云端同步”,可实现随时随地学习新知识,软硬件的协同或为二者带来更大的用户增长空间。</p>\n<p><b>互联网大厂有钱。</b>资金对于这个赛道至关重要,据锋面商业报道,网易有道硬件负责人李童曾多次强调“断货不会杀死你,但是库存会杀死你。”</p>\n<p>能够支撑这个存货逻辑的就是钱,蓝象资本投资副总裁陈晶曾算了笔账“一万台设备意味着一万个注册用户,数量上看,其实不算多。但假设一台设备的成本为1000块钱,就需要垫1000万进去,而这个项目可能持续半年到一年。”与教育巨头和传统教育硬件公司相比,有钱、有流量、有技术优势、善于资源整合就是互联网大厂的“底气”所在。</p>\n<p>除此之外,互联网大厂的流量优势同样不可小觑。正如此前互联网大厂纷纷入局在线教育一样,背靠腾讯的企鹅辅导、字节站台的清北网校都能利用自己社交流量的优势定向筛选目标用户,将流量引入自己的新业务领域,降低了跨行业创业风险,这一逻辑同样可以引申至教育硬件领域。</p>\n<p><b>传统教育硬件公司有经验。</b>这类玩家入局早,在供应链、品控、销售渠道等领域都已然积累起了相当可观的优势,同时也能较快的洞察客户需求。</p>\n<p>以步步高为例,自1998年推出复读机系列产品,就获得广大消费者的喜爱。至今,先后推出了不同系列产品的家教机,不仅外观更加简约美观,功能也更加齐全多样化。除了指尖定位功能,还有智能语音听写、英语点读、智能答疑、学科同步辅导、学习诊断等功能。</p>\n<p>除此之外,这些公司也在不断突破内容桎梏,据悉,一些硬件厂商曾尝试与编程猫、VIPKID、ABCmouse等线教育企业合作。</p>\n<p>总而言之,无论哪个时代,教育是家庭消费重要投入,孩子又是整个家庭消费投入的重中之重,再加上教育硬件可以与平台上其他产品形成交叉导流和功能协同,这一重要流量入口势必将成为兵家必争之地。不过,现阶段教育硬件这个赛道虽“人潮汹涌”,但“大雾四起”,我们无法知晓当“大雾”散去谁还能屹立其中,但可以确定的是,“三军争霸”只是暂时的,随着教育场景的拓展,未来还会有更多的意想不到的玩家进入这个领域。</p>","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在线教育能否通过教育硬件,从波谲云诡中看到未来?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-10 17:49 北京时间 <a href=https://mp.weixin.qq.com/s/Ruu9X2xJ9vVJoyIT3Lb5vQ><strong>螳螂财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“18.58美元、71.51美元、51.71美元”,“10.23美元、39.97美元、18.54美元”。\n这两组数据是新东方、好未来、高途这在线教育“三巨头”,于2020年12月31日与截至2021年5月30日的股价信息,对比来看,曾经的“三座大山”在不到半年的时间里,股价皆腰斩。\n5月28日还有消息传出,高途董事长陈向东召开了内部员工会,宣布高途课堂将裁员30%。而早在10天前,就有消息称,...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/Ruu9X2xJ9vVJoyIT3Lb5vQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2a65ddf73055baf7ee7e017124875990","relate_stocks":{"GOTU":"高途","09901":"新东方-S","TAL":"好未来"},"source_url":"https://mp.weixin.qq.com/s/Ruu9X2xJ9vVJoyIT3Lb5vQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125711628","content_text":"“18.58美元、71.51美元、51.71美元”,“10.23美元、39.97美元、18.54美元”。\n这两组数据是新东方、好未来、高途这在线教育“三巨头”,于2020年12月31日与截至2021年5月30日的股价信息,对比来看,曾经的“三座大山”在不到半年的时间里,股价皆腰斩。\n5月28日还有消息传出,高途董事长陈向东召开了内部员工会,宣布高途课堂将裁员30%。而早在10天前,就有消息称,VIPKID将进行业务和人员调整,裁员比例高达50%。在社交媒体平台上,包括作业帮等在线教育机构停止招聘的消息也传得沸沸扬扬。\n不过,与在线教育市场整体衰颓的基调不同,5月18日,网易有道交出了有史以来最佳的财务业绩报告,其中由智能硬件构成的学习产品更是当之无愧的主要驱动力。那么,今年来声量渐起的教育硬件市场究竟是怎样的一个情况?随着大厂依次入局,有道的好成绩还能延续多久?\n大环境波谲云诡,\n教育硬件似成行业自救出口\n如果说2020年是在线教育的“当打之年”,那么2021年则是“攻坚之年”。\n三月,先是中纪委对几家在线教育机构的批评,导致行业监管问题成为舆论热点。然后私募大佬Bill Hwang因为动用高杠杆,遭遇连锁利空后旗下多只股票暴跌,引发爆仓。\n以新东方、好未来为首的多家教育中概股股价崩盘。至五月,这一势头仍未止住,针对群众反映强烈的校外教育培训机构乱象,先是作业帮、猿辅导被处以250万元顶格罚款;5月17日,新东方和学而思再因“超期限一次性收费、超课程标准教学次”被北京市教委点名。\n监管趋严,在线教育行业已然进入了“阵痛期”,在这样的大环境刺激下,企业们大多开始思考多元化创收的可能,教育硬件成为了其中一个重要“宣泄口”。\n从步步高点读机到小天才电话手表,从作业帮错题打印机到网易有道词典笔,从iPad到字节跳动的智能学习灯,“教育硬件”本身并没有一个严格的定义和范围。\n\n(图源:《2021中国教育智能硬件趋势洞察报告》, 数据来源:艾瑞数据)\n但可以确定的是,这个赛道的潜力不容小觑。据艾瑞数据显示,2018-2020年,在中国教育智能硬件市场,不管是传统品类还是新兴品类都呈现稳定上升的趋势,并且预计三年后整体市场规模将达到千亿级水平。\n在2021年4月举办的79届中国教育装备展示会上,汇聚了国内外 1300 余家企业参展,9000 多个展位占满了整个场馆,成为了会展中心建馆以来面积最大的展览。据腾讯研究院观察,这届教育装备展示会的火爆程度,堪比巅峰时期的汽车展和通信展。\n诚然,并不是行业的火热就一定等于“赚钱”,“赔本赚吆喝”的事情从来不少见。\n不过,有道一季度的业绩报告给这个质疑初步下了一个定论。报告期内,网易有道的学习产品的净收入为2.019亿元,比2020年同期增长279.8%;毛利率为44.1%,创造了自上市以来的最高纪录。\n当然,不仅仅是网易,步步高集团和字节跳动也是教育硬件最主要的玩家之一。\n以步步高旗下小天才为例,2019年,其出货量为604.5万台,到目前它是儿童智能手表的全球市场的第一名,市场份额超过30%,销量超过排名第二到第五名的总和。\n字节跳动则是动作最大的一家。2020年10月,字节跳动发布的“大力智能学习灯”集拍摄批改作业、点读、语音通话、远程辅导于一体。此外,还在研发包括教育平板、口袋学习打印机、早教机、词典笔等几乎目前市场上所有被验证过或者正热门的教育硬件产品。\n事实上,在教育硬件为网易有道一季度的业绩做出巨大贡献之前,针对教育硬件究竟是下一个“风口”还是“智商税”的争论从未停止,那么这一市场有无潜力成为新一代“财富密码”?\n“智商税”论未休,\n教育硬件并不等同于“财富密码”\n有热度的地方就有争议,教育硬件这个赛道也不例外。\n目前市面上两种方向的教育硬件产品,一种是作为辅助学习的工具,在某一点上做到足够好用,力求痛点打穿;另一种是不依靠硬件卖钱,赚的是内置内容和服务的钱。典型案例就是步步高的学习机、字节跳动的大力智能学习灯和有道的词典笔。\n“螳螂财经”统计了一些针对“xxx就是智商税”的言论,发现消费者对于产品的诟病一般源于以下两个方面。\n其一是对产品功能的质疑。\n比如“护眼灯”这个市场,据北京大学国家发展研究院发布的《国民视觉健康报告》显示,在2012年,我国已有4.5亿左右的人患有不同程度的近视。2018年,世界卫生组织公布的研究报告显示,我国18年的近视人数已达到6亿之多。\n有需求就有红利,“螳螂财经”在淘宝搜索“护眼灯”这一关键词,排名靠前的产品销量都以万计。\n\n(图源:黑板洞察 数据来源:东兴证券)\n当然“打脸”也未缺席,央视网2020年10月的《每周质检报告》中提到,从市面上所抽取的73款样品中,其中有61款读写台灯不达标,这些样品中甚至包括了飞利浦、欧司朗、雅视力、好视力、美的、海尔等知名品牌。\n在性能方面,大量的读写台灯,在设计保护视力的多个指标上(比如照度、显色、频闪等等),都没有体现出该有的性能,容易造成视力伤害,“护眼”灯反倒是“伤眼”。\n其二,则与产品构建的场景有关。\n学习机本来是用于“拍搜打学”、“词典笔”则是针对难词、难句的解析,但到了现实应用场景里,开始有了一丝“变味”。\n作为最直接的使用者—学生而言,肯定是有从词典笔和学习机中受益的。但在老师眼里并不是这样,以词典笔为例,笔者从前的英语老师最忌讳的就是学生用词典去查生涩词汇,他的原话是“只有结合上下文去猜这个单词的意思,记忆点才最深刻,如果最后还是不懂,才能使用字典去查,防止形成依赖性”。\n学习机也是如此,曾经的文曲星、步步高里面都内置了各类小容量大玩法的游戏作品,比如《英雄坛说》、《魔塔》、《神州》等等,其中《英雄坛说》的世界竟然相当开放,有隐藏任务,隐藏地点,甚至还有副本和武器铸造系统,多少学生曾经沉溺其中不可自拔,最后往往使得学习机和手机、电脑一起被家长列为违禁品。\n\n在争论与质疑的推动下,教育硬件市场开始“螺旋”前进。从20世纪末至今,教育硬件共计经历了从1.0时代到2.0、3.0时代的转变。1.0时代以文曲星、小霸王、步步高等企业为代表,没有互联网思维,产品功能上比较单一,多以查词为主。\n进入2.0时代,小霸王、文曲星逐渐衰落,电子词典、复读机被更多功能齐全、品类丰富的点读机、学习机等产品所取缔,但行业存活率依旧不高,维持在1%到3%之间。\n2020年则是智能硬件产品的元年,也是智能硬件厂商发展的第三个阶段。这个阶段,更多的互联网公司参与进来,它们多聚焦于扫描词典笔、智能作业灯、智能机器人等一批兼具科技与实用性的产品。在入局者众多的3.0时代,谁能在“风暴”中撕出“出口”?\n大雾四起\n谁能在“人潮”中“拨云见日”?\n在“跨界”已成常态的今天,一旦哪个行业露“红”,各大厂商就像闻腥而来的鬣狗,教育硬件这个赛道也不例外。\n据“螳螂财经”观察,现在这个阶段,共有三类参赛者的参与。\n首先,是以网易有道为首的教育公司。其中有道一直都有硬件业务,2017年就针对商务和旅游人士推出了翻译蛋,从市场反应来看,有道的先发优势已经成功转变为业务成绩,并且体现在财报上。\n除了网易有道以外,其他头部的教育公司也不甘落后。作业帮继推出错题打印机喵喵机之后,有消息传出,目前作业帮已经启动平板项目;猿辅导方面,也在深圳组建了硬件团队,并已经与代工厂签订了智能写字板订单;好未来为硬件业务成立了单独的部门,据称目前正筹划智能台灯项目;新东方同样计划推出类似产品。\n其次,是字节、腾讯、阿里等互联网大厂。2020年10月,字节跳动旗下大力教育推出首款智能硬件产品“大力智能学习灯”;2021年3月,腾讯教育也官宣了新品“AILA智能作业灯”;百度和阿里则在2020年推出了智能音箱。\n最后,就是步步高、读书郎等以传统教育硬件为代表的企业。四月末,读书郎教育向港股递交招股书。从招股书反馈的数据可以看到,整个平板业务2018-2020年出货了39.96万台、45.69万台、48.46万台,对应收入4.68亿元、5.42亿元、6.65亿元,占总收入的90%。\n至于哪一类“玩家”能最先跑通登顶,依旧处于“迷雾”之中的行业无法给出准确的答案。\n教育类企业有基础。这部分玩家拥有其他参赛者缺乏的用户信任度,这得益于它们过去在内容上的积累,无论是K12领域,还是成人或少儿领域,都更能察觉到用户对于智能硬件的需求痛点,从而有针对性的进行产品迭代。\n以“打响第一枪”的网易有道为例,有道词典笔3代研发,是基于有道词典历史悠久的查词能力,以及对于学习场景理解足够深的结果,一经推出,便收获了较好的口碑,在618和双十一两大电商购物节中长期占据电子词典品类销量冠军。\n与此同时,有道也从未停下产品迭代的脚步,在今年一季度,公司就同时增强了“有道词典”和“有道词典笔”之间的软硬件协同作用。例如,词典笔用户可以在“有道词典”中找到他们的个人学习情况记录,并享受“单词云端同步”,可实现随时随地学习新知识,软硬件的协同或为二者带来更大的用户增长空间。\n互联网大厂有钱。资金对于这个赛道至关重要,据锋面商业报道,网易有道硬件负责人李童曾多次强调“断货不会杀死你,但是库存会杀死你。”\n能够支撑这个存货逻辑的就是钱,蓝象资本投资副总裁陈晶曾算了笔账“一万台设备意味着一万个注册用户,数量上看,其实不算多。但假设一台设备的成本为1000块钱,就需要垫1000万进去,而这个项目可能持续半年到一年。”与教育巨头和传统教育硬件公司相比,有钱、有流量、有技术优势、善于资源整合就是互联网大厂的“底气”所在。\n除此之外,互联网大厂的流量优势同样不可小觑。正如此前互联网大厂纷纷入局在线教育一样,背靠腾讯的企鹅辅导、字节站台的清北网校都能利用自己社交流量的优势定向筛选目标用户,将流量引入自己的新业务领域,降低了跨行业创业风险,这一逻辑同样可以引申至教育硬件领域。\n传统教育硬件公司有经验。这类玩家入局早,在供应链、品控、销售渠道等领域都已然积累起了相当可观的优势,同时也能较快的洞察客户需求。\n以步步高为例,自1998年推出复读机系列产品,就获得广大消费者的喜爱。至今,先后推出了不同系列产品的家教机,不仅外观更加简约美观,功能也更加齐全多样化。除了指尖定位功能,还有智能语音听写、英语点读、智能答疑、学科同步辅导、学习诊断等功能。\n除此之外,这些公司也在不断突破内容桎梏,据悉,一些硬件厂商曾尝试与编程猫、VIPKID、ABCmouse等线教育企业合作。\n总而言之,无论哪个时代,教育是家庭消费重要投入,孩子又是整个家庭消费投入的重中之重,再加上教育硬件可以与平台上其他产品形成交叉导流和功能协同,这一重要流量入口势必将成为兵家必争之地。不过,现阶段教育硬件这个赛道虽“人潮汹涌”,但“大雾四起”,我们无法知晓当“大雾”散去谁还能屹立其中,但可以确定的是,“三军争霸”只是暂时的,随着教育场景的拓展,未来还会有更多的意想不到的玩家进入这个领域。","news_type":1},"isVote":1,"tweetType":1,"viewCount":287,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":189654418,"gmtCreate":1623259358334,"gmtModify":1634035222052,"author":{"id":"3557620697904741","authorId":"3557620697904741","name":"泡泡_5951","avatar":"https://static.tigerbbs.com/c56561e2e2680059978454a92e39934d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>为什么📉的这么厉害 38的成本什么时候才能看到希望快要交学费了 难道得割肉了吗[流泪] ","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>为什么📉的这么厉害 38的成本什么时候才能看到希望快要交学费了 难道得割肉了吗[流泪] ","text":"$Palantir Technologies Inc.(PLTR)$为什么📉的这么厉害 38的成本什么时候才能看到希望快要交学费了 难道得割肉了吗[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/189654418","isVote":1,"tweetType":1,"viewCount":472,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":180724714,"gmtCreate":1623228356438,"gmtModify":1634035592353,"author":{"id":"3557620697904741","authorId":"3557620697904741","name":"泡泡_5951","avatar":"https://static.tigerbbs.com/c56561e2e2680059978454a92e39934d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"盘它! 美国建设","listText":"盘它! 美国建设","text":"盘它! 美国建设","images":[{"img":"https://static.tigerbbs.com/c82a88f0c8bd0e6056c92602f31e425d","width":"1125","height":"3282"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/180724714","isVote":1,"tweetType":1,"viewCount":332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":180725167,"gmtCreate":1623228271859,"gmtModify":1634035592843,"author":{"id":"3557620697904741","authorId":"3557620697904741","name":"泡泡_5951","avatar":"https://static.tigerbbs.com/c56561e2e2680059978454a92e39934d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"香港还能不能行了","listText":"香港还能不能行了","text":"香港还能不能行了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/180725167","repostId":"2142290607","repostType":2,"repost":{"id":"2142290607","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1623228013,"share":"https://www.laohu8.com/m/news/2142290607?lang=&edition=full","pubTime":"2021-06-09 16:40","market":"sh","language":"en","title":"Hong Kong shares end lower as U.S. bill on China tech threat weighs","url":"https://stock-news.laohu8.com/highlight/detail?id=2142290607","media":"Reuters","summary":"HSI -0.1%, HSCE -0.2%, CSI300 +0.1%\nU.S. Senate passes sweeping bill to address China tech threat\nCh","content":"<ul>\n <li>HSI -0.1%, HSCE -0.2%, CSI300 +0.1%</li>\n <li>U.S. Senate passes sweeping bill to address China tech threat</li>\n <li>China May PPI +9% y/y, fastest pace in over 12 years</li>\n</ul>\n<p>BEIJING, June 9 (Reuters) - Hong Kong shares closed lower on Wednesday, dragged by tech firms after U.S. Senator passed a package of laws aimed at boosting its ability to take on Chinese technology.</p>\n<p>The Hang Seng index ended down 38.75 points or 0.13% at 28,742.63. The Hang Seng China Enterprises index fell 0.23% to 10,704.75.</p>\n<p>The IT sector dipped 0.48%, the financial sector ended 0.45% lower, while the sub-index of the Hang Seng tracking energy shares rose 2.1% and the property sector added 0.93%.</p>\n<p>The biggest loser on the Hang Seng was <a href=\"https://laohu8.com/S/ALBHF\">Alibaba Health Information Technology Ltd</a> , which fell 2.48%.</p>\n<p>China's main Shanghai Composite index closed up 0.32% at 3,591.40, while the blue-chip CSI300 index ended up 0.08%.</p>\n<p>The U.S. Senate voted 68-32 on Tuesday to approve a sweeping package of legislation intended to boost the country's ability to compete with Chinese technology.</p>\n<p>The Chinese foreign ministry on Wednesday urged the United States to stop promoting such laws and to stop depicting China as a threat.</p>\n<p>China's factory gate prices rose at their fastest annual pace in over 12 years in May, driven by surging commodity prices, adding to global price pressures at a time when policymakers are trying to revitalise growth following the COVID-19-induced slump.</p>\n<p>Around the region, MSCI's Asia ex-Japan stock index was weaker by 0.35%, while Japan's Nikkei index closed down 0.35%.</p>\n<p>The yuan was quoted at 6.3924 per U.S. dollar at 0816 GMT, up 0.13%.</p>\n<p>(Reporting by Beijing Newsroom; editing by Uttaresh.V)</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>Hong Kong shares end lower as U.S. bill on China tech threat weighs</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\">\nHong Kong shares end lower as U.S. bill on China tech threat weighs\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-06-09 16:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<ul>\n <li>HSI -0.1%, HSCE -0.2%, CSI300 +0.1%</li>\n <li>U.S. Senate passes sweeping bill to address China tech threat</li>\n <li>China May PPI +9% y/y, fastest pace in over 12 years</li>\n</ul>\n<p>BEIJING, June 9 (Reuters) - Hong Kong shares closed lower on Wednesday, dragged by tech firms after U.S. Senator passed a package of laws aimed at boosting its ability to take on Chinese technology.</p>\n<p>The Hang Seng index ended down 38.75 points or 0.13% at 28,742.63. The Hang Seng China Enterprises index fell 0.23% to 10,704.75.</p>\n<p>The IT sector dipped 0.48%, the financial sector ended 0.45% lower, while the sub-index of the Hang Seng tracking energy shares rose 2.1% and the property sector added 0.93%.</p>\n<p>The biggest loser on the Hang Seng was <a href=\"https://laohu8.com/S/ALBHF\">Alibaba Health Information Technology Ltd</a> , which fell 2.48%.</p>\n<p>China's main Shanghai Composite index closed up 0.32% at 3,591.40, while the blue-chip CSI300 index ended up 0.08%.</p>\n<p>The U.S. Senate voted 68-32 on Tuesday to approve a sweeping package of legislation intended to boost the country's ability to compete with Chinese technology.</p>\n<p>The Chinese foreign ministry on Wednesday urged the United States to stop promoting such laws and to stop depicting China as a threat.</p>\n<p>China's factory gate prices rose at their fastest annual pace in over 12 years in May, driven by surging commodity prices, adding to global price pressures at a time when policymakers are trying to revitalise growth following the COVID-19-induced slump.</p>\n<p>Around the region, MSCI's Asia ex-Japan stock index was weaker by 0.35%, while Japan's Nikkei index closed down 0.35%.</p>\n<p>The yuan was quoted at 6.3924 per U.S. dollar at 0816 GMT, up 0.13%.</p>\n<p>(Reporting by Beijing Newsroom; editing by Uttaresh.V)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"06618":"京东健康","06186":"中国飞鹤","02319":"蒙牛乳业","00241":"阿里健康","00883":"中国海洋石油","03333":"中国恒大","CAAS":"中汽系统"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2142290607","content_text":"HSI -0.1%, HSCE -0.2%, CSI300 +0.1%\nU.S. Senate passes sweeping bill to address China tech threat\nChina May PPI +9% y/y, fastest pace in over 12 years\n\nBEIJING, June 9 (Reuters) - Hong Kong shares closed lower on Wednesday, dragged by tech firms after U.S. Senator passed a package of laws aimed at boosting its ability to take on Chinese technology.\nThe Hang Seng index ended down 38.75 points or 0.13% at 28,742.63. The Hang Seng China Enterprises index fell 0.23% to 10,704.75.\nThe IT sector dipped 0.48%, the financial sector ended 0.45% lower, while the sub-index of the Hang Seng tracking energy shares rose 2.1% and the property sector added 0.93%.\nThe biggest loser on the Hang Seng was Alibaba Health Information Technology Ltd , which fell 2.48%.\nChina's main Shanghai Composite index closed up 0.32% at 3,591.40, while the blue-chip CSI300 index ended up 0.08%.\nThe U.S. Senate voted 68-32 on Tuesday to approve a sweeping package of legislation intended to boost the country's ability to compete with Chinese technology.\nThe Chinese foreign ministry on Wednesday urged the United States to stop promoting such laws and to stop depicting China as a threat.\nChina's factory gate prices rose at their fastest annual pace in over 12 years in May, driven by surging commodity prices, adding to global price pressures at a time when policymakers are trying to revitalise growth following the COVID-19-induced slump.\nAround the region, MSCI's Asia ex-Japan stock index was weaker by 0.35%, while Japan's Nikkei index closed down 0.35%.\nThe yuan was quoted at 6.3924 per U.S. dollar at 0816 GMT, up 0.13%.\n(Reporting by Beijing Newsroom; editing by Uttaresh.V)","news_type":1},"isVote":1,"tweetType":1,"viewCount":525,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":180057366,"gmtCreate":1623165807155,"gmtModify":1634036219529,"author":{"id":"3557620697904741","authorId":"3557620697904741","name":"泡泡_5951","avatar":"https://static.tigerbbs.com/c56561e2e2680059978454a92e39934d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"凭运气赚的外卖费刚刚凭本事亏了之余还倒贴了10块钱","listText":"凭运气赚的外卖费刚刚凭本事亏了之余还倒贴了10块钱","text":"凭运气赚的外卖费刚刚凭本事亏了之余还倒贴了10块钱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/180057366","repostId":"1105861069","repostType":4,"repost":{"id":"1105861069","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":1623165524,"share":"https://www.laohu8.com/m/news/1105861069?lang=&edition=full","pubTime":"2021-06-08 23:18","market":"us","language":"zh","title":"【异动】WSB热门股票跳水,AMC院线转跌","url":"https://stock-news.laohu8.com/highlight/detail?id=1105861069","media":"老虎资讯综合","summary":"6月8日,多只WSB热门股票盘中跳水,Clover Health涨幅回落至50%以下,此前一度涨超100%;3B家居涨幅缩窄至8%,游戏驿站现涨5%,黑莓、AMC院线、高斯电子均转跌。","content":"<p>6月8日,多只WSB热门股票盘中跳水,Clover Health涨幅回落至50%以下,此前一度涨超100%;<a href=\"https://laohu8.com/S/BBBY\">3B家居</a>涨幅缩窄至8%,<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>现涨5%,<a href=\"https://laohu8.com/S/BBRY\">黑莓</a>、<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>、<a href=\"https://laohu8.com/S/KOSS\">高斯电子</a>均转跌。</p><p><img src=\"https://static.tigerbbs.com/f04bf8001e181fcd2d70683e1b682f54\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></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 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23:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>6月8日,多只WSB热门股票盘中跳水,Clover Health涨幅回落至50%以下,此前一度涨超100%;<a href=\"https://laohu8.com/S/BBBY\">3B家居</a>涨幅缩窄至8%,<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>现涨5%,<a href=\"https://laohu8.com/S/BBRY\">黑莓</a>、<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>、<a href=\"https://laohu8.com/S/KOSS\">高斯电子</a>均转跌。</p><p><img src=\"https://static.tigerbbs.com/f04bf8001e181fcd2d70683e1b682f54\" 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/3299f0aa430f44d45729a266d0f7b350","relate_stocks":{"BBBY":"3B家居","CLOV":"Clover Health Corp","AMC":"AMC院线"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105861069","content_text":"6月8日,多只WSB热门股票盘中跳水,Clover Health涨幅回落至50%以下,此前一度涨超100%;3B家居涨幅缩窄至8%,游戏驿站现涨5%,黑莓、AMC院线、高斯电子均转跌。","news_type":1},"isVote":1,"tweetType":1,"viewCount":329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":180052414,"gmtCreate":1623165740938,"gmtModify":1634036220872,"author":{"id":"3557620697904741","authorId":"3557620697904741","name":"泡泡_5951","avatar":"https://static.tigerbbs.com/c56561e2e2680059978454a92e39934d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"追高了吗!","listText":"追高了吗!","text":"追高了吗!","images":[{"img":"https://static.tigerbbs.com/a8062e1eeebca9b3d123b41ad9785b9d","width":"1125","height":"3552"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/180052414","isVote":1,"tweetType":1,"viewCount":670,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":114573188,"gmtCreate":1623082683944,"gmtModify":1634037124865,"author":{"id":"3557620697904741","authorId":"3557620697904741","name":"泡泡_5951","avatar":"https://static.tigerbbs.com/c56561e2e2680059978454a92e39934d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>哎……这得等到什么时候啊","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>哎……这得等到什么时候啊","text":"$蔚来(NIO)$哎……这得等到什么时候啊","images":[{"img":"https://static.tigerbbs.com/7cb0133fa26dc3d2024bca01a78b821a","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/114573188","isVote":1,"tweetType":1,"viewCount":77,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":114579665,"gmtCreate":1623082615057,"gmtModify":1634037125475,"author":{"id":"3557620697904741","authorId":"3557620697904741","name":"泡泡_5951","avatar":"https://static.tigerbbs.com/c56561e2e2680059978454a92e39934d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"棒的 是赚钱的公司为什么不涨啊","listText":"棒的 是赚钱的公司为什么不涨啊","text":"棒的 是赚钱的公司为什么不涨啊","images":[{"img":"https://static.tigerbbs.com/b294310bb3dba00a1ca29db8b019f254","width":"1125","height":"3282"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/114579665","isVote":1,"tweetType":1,"viewCount":217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":152013330,"gmtCreate":1625240711720,"gmtModify":1633942132801,"author":{"id":"3557620697904741","authorId":"3557620697904741","name":"泡泡_5951","avatar":"https://static.tigerbbs.com/c56561e2e2680059978454a92e39934d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"心累","listText":"心累","text":"心累","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/152013330","repostId":"1156268224","repostType":4,"isVote":1,"tweetType":1,"viewCount":435,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":181720453,"gmtCreate":1623412662572,"gmtModify":1631890287638,"author":{"id":"3557620697904741","authorId":"3557620697904741","name":"泡泡_5951","avatar":"https://static.tigerbbs.com/c56561e2e2680059978454a92e39934d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02208\">$金风科技(02208)$</a>金风科技你可以的[流泪] ","listText":"<a href=\"https://laohu8.com/S/02208\">$金风科技(02208)$</a>金风科技你可以的[流泪] ","text":"$金风科技(02208)$金风科技你可以的[流泪]","images":[{"img":"https://static.tigerbbs.com/e77ff0d0243cdcf1087d9e03ae13c9a7","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/181720453","isVote":1,"tweetType":1,"viewCount":525,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":180057366,"gmtCreate":1623165807155,"gmtModify":1634036219529,"author":{"id":"3557620697904741","authorId":"3557620697904741","name":"泡泡_5951","avatar":"https://static.tigerbbs.com/c56561e2e2680059978454a92e39934d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"凭运气赚的外卖费刚刚凭本事亏了之余还倒贴了10块钱","listText":"凭运气赚的外卖费刚刚凭本事亏了之余还倒贴了10块钱","text":"凭运气赚的外卖费刚刚凭本事亏了之余还倒贴了10块钱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/180057366","repostId":"1105861069","repostType":4,"repost":{"id":"1105861069","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":1623165524,"share":"https://www.laohu8.com/m/news/1105861069?lang=&edition=full","pubTime":"2021-06-08 23:18","market":"us","language":"zh","title":"【异动】WSB热门股票跳水,AMC院线转跌","url":"https://stock-news.laohu8.com/highlight/detail?id=1105861069","media":"老虎资讯综合","summary":"6月8日,多只WSB热门股票盘中跳水,Clover Health涨幅回落至50%以下,此前一度涨超100%;3B家居涨幅缩窄至8%,游戏驿站现涨5%,黑莓、AMC院线、高斯电子均转跌。","content":"<p>6月8日,多只WSB热门股票盘中跳水,Clover Health涨幅回落至50%以下,此前一度涨超100%;<a href=\"https://laohu8.com/S/BBBY\">3B家居</a>涨幅缩窄至8%,<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>现涨5%,<a href=\"https://laohu8.com/S/BBRY\">黑莓</a>、<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>、<a href=\"https://laohu8.com/S/KOSS\">高斯电子</a>均转跌。</p><p><img src=\"https://static.tigerbbs.com/f04bf8001e181fcd2d70683e1b682f54\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></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 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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【异动】WSB热门股票跳水,AMC院线转跌\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\">2021-06-08 23:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>6月8日,多只WSB热门股票盘中跳水,Clover Health涨幅回落至50%以下,此前一度涨超100%;<a href=\"https://laohu8.com/S/BBBY\">3B家居</a>涨幅缩窄至8%,<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>现涨5%,<a href=\"https://laohu8.com/S/BBRY\">黑莓</a>、<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>、<a href=\"https://laohu8.com/S/KOSS\">高斯电子</a>均转跌。</p><p><img src=\"https://static.tigerbbs.com/f04bf8001e181fcd2d70683e1b682f54\" 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/3299f0aa430f44d45729a266d0f7b350","relate_stocks":{"BBBY":"3B家居","CLOV":"Clover Health Corp","AMC":"AMC院线"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105861069","content_text":"6月8日,多只WSB热门股票盘中跳水,Clover Health涨幅回落至50%以下,此前一度涨超100%;3B家居涨幅缩窄至8%,游戏驿站现涨5%,黑莓、AMC院线、高斯电子均转跌。","news_type":1},"isVote":1,"tweetType":1,"viewCount":329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":186095030,"gmtCreate":1623464456820,"gmtModify":1631889857408,"author":{"id":"3557620697904741","authorId":"3557620697904741","name":"泡泡_5951","avatar":"https://static.tigerbbs.com/c56561e2e2680059978454a92e39934d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AGNC\">$美国资本代理公司(AGNC)$</a>日……..","listText":"<a href=\"https://laohu8.com/S/AGNC\">$美国资本代理公司(AGNC)$</a>日……..","text":"$美国资本代理公司(AGNC)$日……..","images":[{"img":"https://static.tigerbbs.com/a88c8a8d1ff9e915a8689250a31d189e","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/186095030","isVote":1,"tweetType":1,"viewCount":559,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":188878816,"gmtCreate":1623430010735,"gmtModify":1634033245241,"author":{"id":"3557620697904741","authorId":"3557620697904741","name":"泡泡_5951","avatar":"https://static.tigerbbs.com/c56561e2e2680059978454a92e39934d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"盘前39块钱卖掉了[捂脸] ","listText":"盘前39块钱卖掉了[捂脸] ","text":"盘前39块钱卖掉了[捂脸]","images":[{"img":"https://static.tigerbbs.com/ba830ad47933191ae98adf76c1489942","width":"1125","height":"3732"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/188878816","isVote":1,"tweetType":1,"viewCount":420,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":183665683,"gmtCreate":1623329271642,"gmtModify":1634034540162,"author":{"id":"3557620697904741","authorId":"3557620697904741","name":"泡泡_5951","avatar":"https://static.tigerbbs.com/c56561e2e2680059978454a92e39934d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"在线加油啊","listText":"在线加油啊","text":"在线加油啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/183665683","repostId":"1125711628","repostType":4,"repost":{"id":"1125711628","pubTimestamp":1623318541,"share":"https://www.laohu8.com/m/news/1125711628?lang=&edition=full","pubTime":"2021-06-10 17:49","market":"us","language":"zh","title":"在线教育能否通过教育硬件,从波谲云诡中看到未来?","url":"https://stock-news.laohu8.com/highlight/detail?id=1125711628","media":"螳螂财经","summary":"“18.58美元、71.51美元、51.71美元”,“10.23美元、39.97美元、18.54美元”。\n这两组数据是新东方、好未来、高途这在线教育“三巨头”,于2020年12月31日与截至2021年","content":"<p>“18.58美元、71.51美元、51.71美元”,“10.23美元、39.97美元、18.54美元”。</p>\n<p>这两组数据是新东方、好未来、高途这在线教育“三巨头”,于2020年12月31日与截至2021年5月30日的股价信息,对比来看,<b>曾经的“三座大山”在不到半年的时间里,股价皆腰斩。</b></p>\n<p>5月28日还有消息传出,高途董事长陈向东召开了内部员工会,宣布高途课堂将裁员30%。而早在10天前,就有消息称,VIPKID将进行业务和人员调整,裁员比例高达50%。在社交媒体平台上,包括作业帮等在线教育机构停止招聘的消息也传得沸沸扬扬。</p>\n<p>不过,与在线教育市场整体衰颓的基调不同,5月18日,网易有道交出了有史以来最佳的财务业绩报告,其中由智能硬件构成的学习产品更是当之无愧的主要驱动力。那么,今年来声量渐起的教育硬件市场究竟是怎样的一个情况?随着大厂依次入局,有道的好成绩还能延续多久?</p>\n<p><b>大环境波谲云诡,</b></p>\n<p><b>教育硬件似成行业自救出口</b></p>\n<p><b>如果说2020年是在线教育的“当打之年”,那么2021年则是“攻坚之年”。</b></p>\n<p>三月,先是中纪委对几家在线教育机构的批评,导致行业监管问题成为舆论热点。然后私募大佬Bill Hwang因为动用高杠杆,遭遇连锁利空后旗下多只股票暴跌,引发爆仓。</p>\n<p>以新东方、好未来为首的多家教育中概股股价崩盘。至五月,这一势头仍未止住,针对群众反映强烈的校外教育培训机构乱象,先是作业帮、猿辅导被处以250万元顶格罚款;5月17日,新东方和学而思再因“超期限一次性收费、超课程标准教学次”被北京市教委点名。</p>\n<p>监管趋严,在线教育行业已然进入了“阵痛期”,<b>在这样的大环境刺激下,企业们大多开始思考多元化创收的可能,教育硬件成为了其中一个重要“宣泄口”。</b></p>\n<p>从步步高点读机到小天才电话手表,从作业帮错题打印机到网易有道词典笔,从iPad到字节跳动的智能学习灯,“教育硬件”本身并没有一个严格的定义和范围。</p>\n<p><img src=\"https://static.tigerbbs.com/9af6374817726e0f1d3fe24a58c94988\" tg-width=\"1080\" tg-height=\"621\" referrerpolicy=\"no-referrer\"></p>\n<p>(图源:《2021中国教育智能硬件趋势洞察报告》, 数据来源:艾瑞数据)</p>\n<p>但可以确定的是,这个赛道的潜力不容小觑。据艾瑞数据显示,2018-2020年,在中国教育智能硬件市场,不管是传统品类还是新兴品类都呈现稳定上升的趋势,并且预计三年后整体市场规模将达到千亿级水平。</p>\n<p>在2021年4月举办的79届中国教育装备展示会上,汇聚了国内外 1300 余家企业参展,9000 多个展位占满了整个场馆,成为了会展中心建馆以来面积最大的展览。据腾讯研究院观察,这届教育装备展示会的火爆程度,堪比巅峰时期的汽车展和通信展。</p>\n<p>诚然,并不是行业的火热就一定等于“赚钱”,“赔本赚吆喝”的事情从来不少见。</p>\n<p>不过,有道一季度的业绩报告给这个质疑初步下了一个定论。报告期内,网易有道的学习产品的净收入为2.019亿元,比2020年同期增长279.8%;毛利率为44.1%,创造了自上市以来的最高纪录。</p>\n<p>当然,不仅仅是网易,步步高集团和字节跳动也是教育硬件最主要的玩家之一。</p>\n<p>以步步高旗下小天才为例,2019年,其出货量为604.5万台,到目前它是儿童智能手表的全球市场的第一名,市场份额超过30%,销量超过排名第二到第五名的总和。</p>\n<p>字节跳动则是动作最大的一家。2020年10月,字节跳动发布的“大力智能学习灯”集拍摄批改作业、点读、语音通话、远程辅导于一体。此外,还在研发包括教育平板、口袋学习打印机、早教机、词典笔等几乎目前市场上所有被验证过或者正热门的教育硬件产品。</p>\n<p>事实上,在教育硬件为网易有道一季度的业绩做出巨大贡献之前,针对教育硬件究竟是下一个“风口”还是“智商税”的争论从未停止,那么这一市场有无潜力成为新一代“财富密码”?</p>\n<p><b>“智商税”论未休,</b></p>\n<p><b>教育硬件并不等同于“财富密码”</b></p>\n<p><b>有热度的地方就有争议,教育硬件这个赛道也不例外。</b></p>\n<p>目前市面上两种方向的教育硬件产品,一种是作为辅助学习的工具,在某一点上做到足够好用,力求痛点打穿;另一种是不依靠硬件卖钱,赚的是内置内容和服务的钱。典型案例就是步步高的学习机、字节跳动的大力智能学习灯和有道的词典笔。</p>\n<p>“螳螂财经”统计了一些针对“xxx就是智商税”的言论,发现消费者对于产品的诟病一般源于以下两个方面。</p>\n<p><b>其一是对产品功能的质疑。</b></p>\n<p>比如“护眼灯”这个市场,据北京大学国家发展研究院发布的《国民视觉健康报告》显示,在2012年,我国已有4.5亿左右的人患有不同程度的近视。2018年,世界卫生组织公布的研究报告显示,我国18年的近视人数已达到6亿之多。</p>\n<p>有需求就有红利,“螳螂财经”在淘宝搜索“护眼灯”这一关键词,排名靠前的产品销量都以万计。</p>\n<p><img src=\"https://static.tigerbbs.com/1b4532ec1b7f9549d75c5b6633fab7e6\" tg-width=\"640\" tg-height=\"571\" referrerpolicy=\"no-referrer\"></p>\n<p>(图源:黑板洞察 数据来源:东兴证券)</p>\n<p>当然“打脸”也未缺席,央视网2020年10月的《每周质检报告》中提到,从市面上所抽取的73款样品中,其中有61款读写台灯不达标,这些样品中甚至包括了飞利浦、欧司朗、雅视力、好视力、美的、海尔等知名品牌。</p>\n<p>在性能方面,大量的读写台灯,在设计保护视力的多个指标上(比如照度、显色、频闪等等),都没有体现出该有的性能,容易造成视力伤害,“护眼”灯反倒是“伤眼”。</p>\n<p><b>其二,则与产品构建的场景有关。</b></p>\n<p>学习机本来是用于“拍搜打学”、“词典笔”则是针对难词、难句的解析,但到了现实应用场景里,开始有了一丝“变味”。</p>\n<p>作为最直接的使用者—学生而言,肯定是有从词典笔和学习机中受益的。但在老师眼里并不是这样,以词典笔为例,笔者从前的英语老师最忌讳的就是学生用词典去查生涩词汇,他的原话是“只有结合上下文去猜这个单词的意思,记忆点才最深刻,如果最后还是不懂,才能使用字典去查,防止形成依赖性”。</p>\n<p>学习机也是如此,曾经的文曲星、步步高里面都内置了各类小容量大玩法的游戏作品,比如《英雄坛说》、《魔塔》、《神州》等等,其中《英雄坛说》的世界竟然相当开放,有隐藏任务,隐藏地点,甚至还有副本和武器铸造系统,多少学生曾经沉溺其中不可自拔,最后往往使得学习机和手机、电脑一起被家长列为违禁品。</p>\n<p><img src=\"https://static.tigerbbs.com/da9a6bc4f48846dd98ede7bfe2892858\" tg-width=\"637\" tg-height=\"357\" referrerpolicy=\"no-referrer\"></p>\n<p>在争论与质疑的推动下,教育硬件市场开始“螺旋”前进。从20世纪末至今,教育硬件共计经历了从1.0时代到2.0、3.0时代的转变。1.0时代以文曲星、小霸王、步步高等企业为代表,没有互联网思维,产品功能上比较单一,多以查词为主。</p>\n<p>进入2.0时代,小霸王、文曲星逐渐衰落,电子词典、复读机被更多功能齐全、品类丰富的点读机、学习机等产品所取缔,但行业存活率依旧不高,维持在1%到3%之间。</p>\n<p>2020年则是智能硬件产品的元年,也是智能硬件厂商发展的第三个阶段。这个阶段,更多的互联网公司参与进来,它们多聚焦于扫描词典笔、智能作业灯、智能机器人等一批兼具科技与实用性的产品。在入局者众多的3.0时代,谁能在“风暴”中撕出“出口”?</p>\n<p><b>大雾四起</b></p>\n<p><b>谁能在“人潮”中“拨云见日”?</b></p>\n<p>在“跨界”已成常态的今天,一旦哪个行业露“红”,各大厂商就像闻腥而来的鬣狗,教育硬件这个赛道也不例外。</p>\n<p>据“螳螂财经”观察,现在这个阶段,共有三类参赛者的参与。</p>\n<p><b>首先,是以网易有道为首的教育公司。</b>其中有道一直都有硬件业务,2017年就针对商务和旅游人士推出了翻译蛋,从市场反应来看,有道的先发优势已经成功转变为业务成绩,并且体现在财报上。</p>\n<p>除了网易有道以外,其他头部的教育公司也不甘落后。作业帮继推出错题打印机喵喵机之后,有消息传出,目前作业帮已经启动平板项目;猿辅导方面,也在深圳组建了硬件团队,并已经与代工厂签订了智能写字板订单;好未来为硬件业务成立了单独的部门,据称目前正筹划智能台灯项目;新东方同样计划推出类似产品。</p>\n<p><b>其次,是字节、腾讯、阿里等互联网大厂。</b>2020年10月,字节跳动旗下大力教育推出首款智能硬件产品“大力智能学习灯”;2021年3月,腾讯教育也官宣了新品“AILA智能作业灯”;百度和阿里则在2020年推出了智能音箱。</p>\n<p><b>最后,就是步步高、读书郎等以传统教育硬件为代表的企业。</b>四月末,读书郎教育向港股递交招股书。从招股书反馈的数据可以看到,整个平板业务2018-2020年出货了39.96万台、45.69万台、48.46万台,对应收入4.68亿元、5.42亿元、6.65亿元,占总收入的90%。</p>\n<p>至于哪一类“玩家”能最先跑通登顶,依旧处于“迷雾”之中的行业无法给出准确的答案。</p>\n<p><b>教育类企业有基础。</b>这部分玩家拥有其他参赛者缺乏的用户信任度,这得益于它们过去在内容上的积累,无论是K12领域,还是成人或少儿领域,都更能察觉到用户对于智能硬件的需求痛点,从而有针对性的进行产品迭代。</p>\n<p>以“打响第一枪”的网易有道为例,有道词典笔3代研发,是基于有道词典历史悠久的查词能力,以及对于学习场景理解足够深的结果,一经推出,便收获了较好的口碑,在618和双十一两大电商购物节中长期占据电子词典品类销量冠军。</p>\n<p>与此同时,有道也从未停下产品迭代的脚步,在今年一季度,公司就同时增强了“有道词典”和“有道词典笔”之间的软硬件协同作用。例如,词典笔用户可以在“有道词典”中找到他们的个人学习情况记录,并享受“单词云端同步”,可实现随时随地学习新知识,软硬件的协同或为二者带来更大的用户增长空间。</p>\n<p><b>互联网大厂有钱。</b>资金对于这个赛道至关重要,据锋面商业报道,网易有道硬件负责人李童曾多次强调“断货不会杀死你,但是库存会杀死你。”</p>\n<p>能够支撑这个存货逻辑的就是钱,蓝象资本投资副总裁陈晶曾算了笔账“一万台设备意味着一万个注册用户,数量上看,其实不算多。但假设一台设备的成本为1000块钱,就需要垫1000万进去,而这个项目可能持续半年到一年。”与教育巨头和传统教育硬件公司相比,有钱、有流量、有技术优势、善于资源整合就是互联网大厂的“底气”所在。</p>\n<p>除此之外,互联网大厂的流量优势同样不可小觑。正如此前互联网大厂纷纷入局在线教育一样,背靠腾讯的企鹅辅导、字节站台的清北网校都能利用自己社交流量的优势定向筛选目标用户,将流量引入自己的新业务领域,降低了跨行业创业风险,这一逻辑同样可以引申至教育硬件领域。</p>\n<p><b>传统教育硬件公司有经验。</b>这类玩家入局早,在供应链、品控、销售渠道等领域都已然积累起了相当可观的优势,同时也能较快的洞察客户需求。</p>\n<p>以步步高为例,自1998年推出复读机系列产品,就获得广大消费者的喜爱。至今,先后推出了不同系列产品的家教机,不仅外观更加简约美观,功能也更加齐全多样化。除了指尖定位功能,还有智能语音听写、英语点读、智能答疑、学科同步辅导、学习诊断等功能。</p>\n<p>除此之外,这些公司也在不断突破内容桎梏,据悉,一些硬件厂商曾尝试与编程猫、VIPKID、ABCmouse等线教育企业合作。</p>\n<p>总而言之,无论哪个时代,教育是家庭消费重要投入,孩子又是整个家庭消费投入的重中之重,再加上教育硬件可以与平台上其他产品形成交叉导流和功能协同,这一重要流量入口势必将成为兵家必争之地。不过,现阶段教育硬件这个赛道虽“人潮汹涌”,但“大雾四起”,我们无法知晓当“大雾”散去谁还能屹立其中,但可以确定的是,“三军争霸”只是暂时的,随着教育场景的拓展,未来还会有更多的意想不到的玩家进入这个领域。</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>在线教育能否通过教育硬件,从波谲云诡中看到未来?</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; 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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在线教育能否通过教育硬件,从波谲云诡中看到未来?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-10 17:49 北京时间 <a href=https://mp.weixin.qq.com/s/Ruu9X2xJ9vVJoyIT3Lb5vQ><strong>螳螂财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“18.58美元、71.51美元、51.71美元”,“10.23美元、39.97美元、18.54美元”。\n这两组数据是新东方、好未来、高途这在线教育“三巨头”,于2020年12月31日与截至2021年5月30日的股价信息,对比来看,曾经的“三座大山”在不到半年的时间里,股价皆腰斩。\n5月28日还有消息传出,高途董事长陈向东召开了内部员工会,宣布高途课堂将裁员30%。而早在10天前,就有消息称,...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/Ruu9X2xJ9vVJoyIT3Lb5vQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2a65ddf73055baf7ee7e017124875990","relate_stocks":{"GOTU":"高途","09901":"新东方-S","TAL":"好未来"},"source_url":"https://mp.weixin.qq.com/s/Ruu9X2xJ9vVJoyIT3Lb5vQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125711628","content_text":"“18.58美元、71.51美元、51.71美元”,“10.23美元、39.97美元、18.54美元”。\n这两组数据是新东方、好未来、高途这在线教育“三巨头”,于2020年12月31日与截至2021年5月30日的股价信息,对比来看,曾经的“三座大山”在不到半年的时间里,股价皆腰斩。\n5月28日还有消息传出,高途董事长陈向东召开了内部员工会,宣布高途课堂将裁员30%。而早在10天前,就有消息称,VIPKID将进行业务和人员调整,裁员比例高达50%。在社交媒体平台上,包括作业帮等在线教育机构停止招聘的消息也传得沸沸扬扬。\n不过,与在线教育市场整体衰颓的基调不同,5月18日,网易有道交出了有史以来最佳的财务业绩报告,其中由智能硬件构成的学习产品更是当之无愧的主要驱动力。那么,今年来声量渐起的教育硬件市场究竟是怎样的一个情况?随着大厂依次入局,有道的好成绩还能延续多久?\n大环境波谲云诡,\n教育硬件似成行业自救出口\n如果说2020年是在线教育的“当打之年”,那么2021年则是“攻坚之年”。\n三月,先是中纪委对几家在线教育机构的批评,导致行业监管问题成为舆论热点。然后私募大佬Bill Hwang因为动用高杠杆,遭遇连锁利空后旗下多只股票暴跌,引发爆仓。\n以新东方、好未来为首的多家教育中概股股价崩盘。至五月,这一势头仍未止住,针对群众反映强烈的校外教育培训机构乱象,先是作业帮、猿辅导被处以250万元顶格罚款;5月17日,新东方和学而思再因“超期限一次性收费、超课程标准教学次”被北京市教委点名。\n监管趋严,在线教育行业已然进入了“阵痛期”,在这样的大环境刺激下,企业们大多开始思考多元化创收的可能,教育硬件成为了其中一个重要“宣泄口”。\n从步步高点读机到小天才电话手表,从作业帮错题打印机到网易有道词典笔,从iPad到字节跳动的智能学习灯,“教育硬件”本身并没有一个严格的定义和范围。\n\n(图源:《2021中国教育智能硬件趋势洞察报告》, 数据来源:艾瑞数据)\n但可以确定的是,这个赛道的潜力不容小觑。据艾瑞数据显示,2018-2020年,在中国教育智能硬件市场,不管是传统品类还是新兴品类都呈现稳定上升的趋势,并且预计三年后整体市场规模将达到千亿级水平。\n在2021年4月举办的79届中国教育装备展示会上,汇聚了国内外 1300 余家企业参展,9000 多个展位占满了整个场馆,成为了会展中心建馆以来面积最大的展览。据腾讯研究院观察,这届教育装备展示会的火爆程度,堪比巅峰时期的汽车展和通信展。\n诚然,并不是行业的火热就一定等于“赚钱”,“赔本赚吆喝”的事情从来不少见。\n不过,有道一季度的业绩报告给这个质疑初步下了一个定论。报告期内,网易有道的学习产品的净收入为2.019亿元,比2020年同期增长279.8%;毛利率为44.1%,创造了自上市以来的最高纪录。\n当然,不仅仅是网易,步步高集团和字节跳动也是教育硬件最主要的玩家之一。\n以步步高旗下小天才为例,2019年,其出货量为604.5万台,到目前它是儿童智能手表的全球市场的第一名,市场份额超过30%,销量超过排名第二到第五名的总和。\n字节跳动则是动作最大的一家。2020年10月,字节跳动发布的“大力智能学习灯”集拍摄批改作业、点读、语音通话、远程辅导于一体。此外,还在研发包括教育平板、口袋学习打印机、早教机、词典笔等几乎目前市场上所有被验证过或者正热门的教育硬件产品。\n事实上,在教育硬件为网易有道一季度的业绩做出巨大贡献之前,针对教育硬件究竟是下一个“风口”还是“智商税”的争论从未停止,那么这一市场有无潜力成为新一代“财富密码”?\n“智商税”论未休,\n教育硬件并不等同于“财富密码”\n有热度的地方就有争议,教育硬件这个赛道也不例外。\n目前市面上两种方向的教育硬件产品,一种是作为辅助学习的工具,在某一点上做到足够好用,力求痛点打穿;另一种是不依靠硬件卖钱,赚的是内置内容和服务的钱。典型案例就是步步高的学习机、字节跳动的大力智能学习灯和有道的词典笔。\n“螳螂财经”统计了一些针对“xxx就是智商税”的言论,发现消费者对于产品的诟病一般源于以下两个方面。\n其一是对产品功能的质疑。\n比如“护眼灯”这个市场,据北京大学国家发展研究院发布的《国民视觉健康报告》显示,在2012年,我国已有4.5亿左右的人患有不同程度的近视。2018年,世界卫生组织公布的研究报告显示,我国18年的近视人数已达到6亿之多。\n有需求就有红利,“螳螂财经”在淘宝搜索“护眼灯”这一关键词,排名靠前的产品销量都以万计。\n\n(图源:黑板洞察 数据来源:东兴证券)\n当然“打脸”也未缺席,央视网2020年10月的《每周质检报告》中提到,从市面上所抽取的73款样品中,其中有61款读写台灯不达标,这些样品中甚至包括了飞利浦、欧司朗、雅视力、好视力、美的、海尔等知名品牌。\n在性能方面,大量的读写台灯,在设计保护视力的多个指标上(比如照度、显色、频闪等等),都没有体现出该有的性能,容易造成视力伤害,“护眼”灯反倒是“伤眼”。\n其二,则与产品构建的场景有关。\n学习机本来是用于“拍搜打学”、“词典笔”则是针对难词、难句的解析,但到了现实应用场景里,开始有了一丝“变味”。\n作为最直接的使用者—学生而言,肯定是有从词典笔和学习机中受益的。但在老师眼里并不是这样,以词典笔为例,笔者从前的英语老师最忌讳的就是学生用词典去查生涩词汇,他的原话是“只有结合上下文去猜这个单词的意思,记忆点才最深刻,如果最后还是不懂,才能使用字典去查,防止形成依赖性”。\n学习机也是如此,曾经的文曲星、步步高里面都内置了各类小容量大玩法的游戏作品,比如《英雄坛说》、《魔塔》、《神州》等等,其中《英雄坛说》的世界竟然相当开放,有隐藏任务,隐藏地点,甚至还有副本和武器铸造系统,多少学生曾经沉溺其中不可自拔,最后往往使得学习机和手机、电脑一起被家长列为违禁品。\n\n在争论与质疑的推动下,教育硬件市场开始“螺旋”前进。从20世纪末至今,教育硬件共计经历了从1.0时代到2.0、3.0时代的转变。1.0时代以文曲星、小霸王、步步高等企业为代表,没有互联网思维,产品功能上比较单一,多以查词为主。\n进入2.0时代,小霸王、文曲星逐渐衰落,电子词典、复读机被更多功能齐全、品类丰富的点读机、学习机等产品所取缔,但行业存活率依旧不高,维持在1%到3%之间。\n2020年则是智能硬件产品的元年,也是智能硬件厂商发展的第三个阶段。这个阶段,更多的互联网公司参与进来,它们多聚焦于扫描词典笔、智能作业灯、智能机器人等一批兼具科技与实用性的产品。在入局者众多的3.0时代,谁能在“风暴”中撕出“出口”?\n大雾四起\n谁能在“人潮”中“拨云见日”?\n在“跨界”已成常态的今天,一旦哪个行业露“红”,各大厂商就像闻腥而来的鬣狗,教育硬件这个赛道也不例外。\n据“螳螂财经”观察,现在这个阶段,共有三类参赛者的参与。\n首先,是以网易有道为首的教育公司。其中有道一直都有硬件业务,2017年就针对商务和旅游人士推出了翻译蛋,从市场反应来看,有道的先发优势已经成功转变为业务成绩,并且体现在财报上。\n除了网易有道以外,其他头部的教育公司也不甘落后。作业帮继推出错题打印机喵喵机之后,有消息传出,目前作业帮已经启动平板项目;猿辅导方面,也在深圳组建了硬件团队,并已经与代工厂签订了智能写字板订单;好未来为硬件业务成立了单独的部门,据称目前正筹划智能台灯项目;新东方同样计划推出类似产品。\n其次,是字节、腾讯、阿里等互联网大厂。2020年10月,字节跳动旗下大力教育推出首款智能硬件产品“大力智能学习灯”;2021年3月,腾讯教育也官宣了新品“AILA智能作业灯”;百度和阿里则在2020年推出了智能音箱。\n最后,就是步步高、读书郎等以传统教育硬件为代表的企业。四月末,读书郎教育向港股递交招股书。从招股书反馈的数据可以看到,整个平板业务2018-2020年出货了39.96万台、45.69万台、48.46万台,对应收入4.68亿元、5.42亿元、6.65亿元,占总收入的90%。\n至于哪一类“玩家”能最先跑通登顶,依旧处于“迷雾”之中的行业无法给出准确的答案。\n教育类企业有基础。这部分玩家拥有其他参赛者缺乏的用户信任度,这得益于它们过去在内容上的积累,无论是K12领域,还是成人或少儿领域,都更能察觉到用户对于智能硬件的需求痛点,从而有针对性的进行产品迭代。\n以“打响第一枪”的网易有道为例,有道词典笔3代研发,是基于有道词典历史悠久的查词能力,以及对于学习场景理解足够深的结果,一经推出,便收获了较好的口碑,在618和双十一两大电商购物节中长期占据电子词典品类销量冠军。\n与此同时,有道也从未停下产品迭代的脚步,在今年一季度,公司就同时增强了“有道词典”和“有道词典笔”之间的软硬件协同作用。例如,词典笔用户可以在“有道词典”中找到他们的个人学习情况记录,并享受“单词云端同步”,可实现随时随地学习新知识,软硬件的协同或为二者带来更大的用户增长空间。\n互联网大厂有钱。资金对于这个赛道至关重要,据锋面商业报道,网易有道硬件负责人李童曾多次强调“断货不会杀死你,但是库存会杀死你。”\n能够支撑这个存货逻辑的就是钱,蓝象资本投资副总裁陈晶曾算了笔账“一万台设备意味着一万个注册用户,数量上看,其实不算多。但假设一台设备的成本为1000块钱,就需要垫1000万进去,而这个项目可能持续半年到一年。”与教育巨头和传统教育硬件公司相比,有钱、有流量、有技术优势、善于资源整合就是互联网大厂的“底气”所在。\n除此之外,互联网大厂的流量优势同样不可小觑。正如此前互联网大厂纷纷入局在线教育一样,背靠腾讯的企鹅辅导、字节站台的清北网校都能利用自己社交流量的优势定向筛选目标用户,将流量引入自己的新业务领域,降低了跨行业创业风险,这一逻辑同样可以引申至教育硬件领域。\n传统教育硬件公司有经验。这类玩家入局早,在供应链、品控、销售渠道等领域都已然积累起了相当可观的优势,同时也能较快的洞察客户需求。\n以步步高为例,自1998年推出复读机系列产品,就获得广大消费者的喜爱。至今,先后推出了不同系列产品的家教机,不仅外观更加简约美观,功能也更加齐全多样化。除了指尖定位功能,还有智能语音听写、英语点读、智能答疑、学科同步辅导、学习诊断等功能。\n除此之外,这些公司也在不断突破内容桎梏,据悉,一些硬件厂商曾尝试与编程猫、VIPKID、ABCmouse等线教育企业合作。\n总而言之,无论哪个时代,教育是家庭消费重要投入,孩子又是整个家庭消费投入的重中之重,再加上教育硬件可以与平台上其他产品形成交叉导流和功能协同,这一重要流量入口势必将成为兵家必争之地。不过,现阶段教育硬件这个赛道虽“人潮汹涌”,但“大雾四起”,我们无法知晓当“大雾”散去谁还能屹立其中,但可以确定的是,“三军争霸”只是暂时的,随着教育场景的拓展,未来还会有更多的意想不到的玩家进入这个领域。","news_type":1},"isVote":1,"tweetType":1,"viewCount":287,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":189654418,"gmtCreate":1623259358334,"gmtModify":1634035222052,"author":{"id":"3557620697904741","authorId":"3557620697904741","name":"泡泡_5951","avatar":"https://static.tigerbbs.com/c56561e2e2680059978454a92e39934d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>为什么📉的这么厉害 38的成本什么时候才能看到希望快要交学费了 难道得割肉了吗[流泪] ","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>为什么📉的这么厉害 38的成本什么时候才能看到希望快要交学费了 难道得割肉了吗[流泪] ","text":"$Palantir Technologies Inc.(PLTR)$为什么📉的这么厉害 38的成本什么时候才能看到希望快要交学费了 难道得割肉了吗[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/189654418","isVote":1,"tweetType":1,"viewCount":472,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":180724714,"gmtCreate":1623228356438,"gmtModify":1634035592353,"author":{"id":"3557620697904741","authorId":"3557620697904741","name":"泡泡_5951","avatar":"https://static.tigerbbs.com/c56561e2e2680059978454a92e39934d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"盘它! 美国建设","listText":"盘它! 美国建设","text":"盘它! 美国建设","images":[{"img":"https://static.tigerbbs.com/c82a88f0c8bd0e6056c92602f31e425d","width":"1125","height":"3282"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/180724714","isVote":1,"tweetType":1,"viewCount":332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":180725167,"gmtCreate":1623228271859,"gmtModify":1634035592843,"author":{"id":"3557620697904741","authorId":"3557620697904741","name":"泡泡_5951","avatar":"https://static.tigerbbs.com/c56561e2e2680059978454a92e39934d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"香港还能不能行了","listText":"香港还能不能行了","text":"香港还能不能行了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/180725167","repostId":"2142290607","repostType":2,"repost":{"id":"2142290607","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1623228013,"share":"https://www.laohu8.com/m/news/2142290607?lang=&edition=full","pubTime":"2021-06-09 16:40","market":"sh","language":"en","title":"Hong Kong shares end lower as U.S. bill on China tech threat weighs","url":"https://stock-news.laohu8.com/highlight/detail?id=2142290607","media":"Reuters","summary":"HSI -0.1%, HSCE -0.2%, CSI300 +0.1%\nU.S. Senate passes sweeping bill to address China tech threat\nCh","content":"<ul>\n <li>HSI -0.1%, HSCE -0.2%, CSI300 +0.1%</li>\n <li>U.S. Senate passes sweeping bill to address China tech threat</li>\n <li>China May PPI +9% y/y, fastest pace in over 12 years</li>\n</ul>\n<p>BEIJING, June 9 (Reuters) - Hong Kong shares closed lower on Wednesday, dragged by tech firms after U.S. Senator passed a package of laws aimed at boosting its ability to take on Chinese technology.</p>\n<p>The Hang Seng index ended down 38.75 points or 0.13% at 28,742.63. The Hang Seng China Enterprises index fell 0.23% to 10,704.75.</p>\n<p>The IT sector dipped 0.48%, the financial sector ended 0.45% lower, while the sub-index of the Hang Seng tracking energy shares rose 2.1% and the property sector added 0.93%.</p>\n<p>The biggest loser on the Hang Seng was <a href=\"https://laohu8.com/S/ALBHF\">Alibaba Health Information Technology Ltd</a> , which fell 2.48%.</p>\n<p>China's main Shanghai Composite index closed up 0.32% at 3,591.40, while the blue-chip CSI300 index ended up 0.08%.</p>\n<p>The U.S. Senate voted 68-32 on Tuesday to approve a sweeping package of legislation intended to boost the country's ability to compete with Chinese technology.</p>\n<p>The Chinese foreign ministry on Wednesday urged the United States to stop promoting such laws and to stop depicting China as a threat.</p>\n<p>China's factory gate prices rose at their fastest annual pace in over 12 years in May, driven by surging commodity prices, adding to global price pressures at a time when policymakers are trying to revitalise growth following the COVID-19-induced slump.</p>\n<p>Around the region, MSCI's Asia ex-Japan stock index was weaker by 0.35%, while Japan's Nikkei index closed down 0.35%.</p>\n<p>The yuan was quoted at 6.3924 per U.S. dollar at 0816 GMT, up 0.13%.</p>\n<p>(Reporting by Beijing Newsroom; editing by Uttaresh.V)</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>Hong Kong shares end lower as U.S. bill on China tech threat weighs</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; 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}\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\">\nHong Kong shares end lower as U.S. bill on China tech threat weighs\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-06-09 16:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<ul>\n <li>HSI -0.1%, HSCE -0.2%, CSI300 +0.1%</li>\n <li>U.S. Senate passes sweeping bill to address China tech threat</li>\n <li>China May PPI +9% y/y, fastest pace in over 12 years</li>\n</ul>\n<p>BEIJING, June 9 (Reuters) - Hong Kong shares closed lower on Wednesday, dragged by tech firms after U.S. Senator passed a package of laws aimed at boosting its ability to take on Chinese technology.</p>\n<p>The Hang Seng index ended down 38.75 points or 0.13% at 28,742.63. The Hang Seng China Enterprises index fell 0.23% to 10,704.75.</p>\n<p>The IT sector dipped 0.48%, the financial sector ended 0.45% lower, while the sub-index of the Hang Seng tracking energy shares rose 2.1% and the property sector added 0.93%.</p>\n<p>The biggest loser on the Hang Seng was <a href=\"https://laohu8.com/S/ALBHF\">Alibaba Health Information Technology Ltd</a> , which fell 2.48%.</p>\n<p>China's main Shanghai Composite index closed up 0.32% at 3,591.40, while the blue-chip CSI300 index ended up 0.08%.</p>\n<p>The U.S. Senate voted 68-32 on Tuesday to approve a sweeping package of legislation intended to boost the country's ability to compete with Chinese technology.</p>\n<p>The Chinese foreign ministry on Wednesday urged the United States to stop promoting such laws and to stop depicting China as a threat.</p>\n<p>China's factory gate prices rose at their fastest annual pace in over 12 years in May, driven by surging commodity prices, adding to global price pressures at a time when policymakers are trying to revitalise growth following the COVID-19-induced slump.</p>\n<p>Around the region, MSCI's Asia ex-Japan stock index was weaker by 0.35%, while Japan's Nikkei index closed down 0.35%.</p>\n<p>The yuan was quoted at 6.3924 per U.S. dollar at 0816 GMT, up 0.13%.</p>\n<p>(Reporting by Beijing Newsroom; editing by Uttaresh.V)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"06618":"京东健康","06186":"中国飞鹤","02319":"蒙牛乳业","00241":"阿里健康","00883":"中国海洋石油","03333":"中国恒大","CAAS":"中汽系统"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2142290607","content_text":"HSI -0.1%, HSCE -0.2%, CSI300 +0.1%\nU.S. Senate passes sweeping bill to address China tech threat\nChina May PPI +9% y/y, fastest pace in over 12 years\n\nBEIJING, June 9 (Reuters) - Hong Kong shares closed lower on Wednesday, dragged by tech firms after U.S. Senator passed a package of laws aimed at boosting its ability to take on Chinese technology.\nThe Hang Seng index ended down 38.75 points or 0.13% at 28,742.63. The Hang Seng China Enterprises index fell 0.23% to 10,704.75.\nThe IT sector dipped 0.48%, the financial sector ended 0.45% lower, while the sub-index of the Hang Seng tracking energy shares rose 2.1% and the property sector added 0.93%.\nThe biggest loser on the Hang Seng was Alibaba Health Information Technology Ltd , which fell 2.48%.\nChina's main Shanghai Composite index closed up 0.32% at 3,591.40, while the blue-chip CSI300 index ended up 0.08%.\nThe U.S. Senate voted 68-32 on Tuesday to approve a sweeping package of legislation intended to boost the country's ability to compete with Chinese technology.\nThe Chinese foreign ministry on Wednesday urged the United States to stop promoting such laws and to stop depicting China as a threat.\nChina's factory gate prices rose at their fastest annual pace in over 12 years in May, driven by surging commodity prices, adding to global price pressures at a time when policymakers are trying to revitalise growth following the COVID-19-induced slump.\nAround the region, MSCI's Asia ex-Japan stock index was weaker by 0.35%, while Japan's Nikkei index closed down 0.35%.\nThe yuan was quoted at 6.3924 per U.S. dollar at 0816 GMT, up 0.13%.\n(Reporting by Beijing Newsroom; editing by Uttaresh.V)","news_type":1},"isVote":1,"tweetType":1,"viewCount":525,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":180052414,"gmtCreate":1623165740938,"gmtModify":1634036220872,"author":{"id":"3557620697904741","authorId":"3557620697904741","name":"泡泡_5951","avatar":"https://static.tigerbbs.com/c56561e2e2680059978454a92e39934d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"追高了吗!","listText":"追高了吗!","text":"追高了吗!","images":[{"img":"https://static.tigerbbs.com/a8062e1eeebca9b3d123b41ad9785b9d","width":"1125","height":"3552"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/180052414","isVote":1,"tweetType":1,"viewCount":670,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":114573188,"gmtCreate":1623082683944,"gmtModify":1634037124865,"author":{"id":"3557620697904741","authorId":"3557620697904741","name":"泡泡_5951","avatar":"https://static.tigerbbs.com/c56561e2e2680059978454a92e39934d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>哎……这得等到什么时候啊","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>哎……这得等到什么时候啊","text":"$蔚来(NIO)$哎……这得等到什么时候啊","images":[{"img":"https://static.tigerbbs.com/7cb0133fa26dc3d2024bca01a78b821a","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/114573188","isVote":1,"tweetType":1,"viewCount":77,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":114579665,"gmtCreate":1623082615057,"gmtModify":1634037125475,"author":{"id":"3557620697904741","authorId":"3557620697904741","name":"泡泡_5951","avatar":"https://static.tigerbbs.com/c56561e2e2680059978454a92e39934d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"棒的 是赚钱的公司为什么不涨啊","listText":"棒的 是赚钱的公司为什么不涨啊","text":"棒的 是赚钱的公司为什么不涨啊","images":[{"img":"https://static.tigerbbs.com/b294310bb3dba00a1ca29db8b019f254","width":"1125","height":"3282"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/114579665","isVote":1,"tweetType":1,"viewCount":217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}