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无所谓_4883
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IP属地:湖北
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无所谓_4883
2023-09-07
$一起教育科技(YQ)$
垃圾的很
无所谓_4883
2022-10-05
$一起教育科技(YQ)$
垃圾股,退市算了
无所谓_4883
2022-07-17
$一起教育科技(YQ)$
垃圾
无所谓_4883
2021-12-15
$一起教育科技(YQ)$
大家都去做空赚钱算了
无所谓_4883
2021-11-28
$一起教育科技(YQ)$
合股就是为了反向做空么,尼玛的
无所谓_4883
2021-11-23
$一起教育科技(YQ)$
今天预计又要跌10个点以上,适合做空
无所谓_4883
2021-08-20
$理想汽车(LI)$
你比小鹏差太远了
无所谓_4883
2021-08-19
$理想汽车(LI)$
超跌反弹了
无所谓_4883
2021-08-19
$一起教育科技(YQ)$
怎么突然一下就崩这么厉害
无所谓_4883
2021-08-18
$理想汽车(LI)$
理想你这做空力量也太牛逼了
无所谓_4883
2021-08-13
$理想汽车(LI)$
买入做T
无所谓_4883
2021-08-12
$理想汽车(LI)$
利空消化的差不多,改往上回了,争取能翻红
无所谓_4883
2021-08-11
$理想汽车(LI)$
看下半夜拉不拉吧
无所谓_4883
2021-08-09
$理想汽车(LI)$
继续上周五观点,开盘即是高点
无所谓_4883
2021-08-06
$理想汽车(LI)$
依然是开盘即高点
无所谓_4883
2021-08-05
$好未来(TAL)$
安心做空,各地市的政策陆续出台,没有侥幸!
无所谓_4883
2021-08-05
$理想汽车(LI)$
下跌趋势太明显了
无所谓_4883
2021-08-04
$理想汽车(LI)$
故意压着不涨,看来对于香港上市不看好
无所谓_4883
2021-08-04
$理想汽车(LI)$
太弱了,港股上市之前不会拉的。换小鹏去
无所谓_4883
2021-08-03
$理想汽车(LI)$
表现最差的汽车股,你这是有什么雷要爆么,我先撤退
去老虎APP查看更多动态
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詹博。引言在线教育在2020年呈现行业性的激烈竞争,线上获客成本高企下,线下渠道的流量价值愈发凸显。一起教育(YQ.US)20年10月-11月两月报名人次达到77.3万(yoy+171%),不仅仅是高速增长,我们认为以下几点特征值得关注:1)进校流量挖掘空间大。一起学产品已在360个城市的7万多所K12学校,一起作业(一起小学)MAU超过2000w,与小猿搜题规模相近。2)流量转化效率高,获客成本低。严格口径下66%的生源来自自有APP流量转化,获客成本同口径下低于跟谁学有道。3)本地化能力突出。结合定向的学生学情数据,针对广州、西安、苏州、温州等设置区域化课程,对区域化网课进行探索。综上,OMO在20年逐步成为行业共识,一起教育作为线上线下融合的代表公司,公司渠道价值有望进一步获得市场认可,人次增长的持续兑现将成为重要的催化剂。核心观点深耕校内业务多年,借助在线大班实现流量商业化变现。一起教育于2011年创立,经过10年的发展,已经覆盖7万所K12学校,月活用户数超过2000万。产品从早期的课程引流、O2O、娱乐性进校APP,逐步转型将K12在线大班作为商业化变现渠道,K12在线大班20年前三季度为7.5亿元,占比93%,同比增长312%,增长迅猛。政策困扰逐步消除,校内产品体系完善。18年以来教育部加大了对进校APP的监管,行业标准逐步建立,公司产品已经成功在教育部备案注册,政策风险消除。自身产品在教师、学生、家长端形成闭环,校内布置作业、通知、学情反馈等功能齐全。截止2020年9月30日,学生的平均日活跃用户量和月活跃用户量分别达到680万和1950万,9月当月已经超过2千万(yoy+27%)。校内流","text":"$一起教育科技(YQ)$本文来自 微信公众号“万象塔”,作者:项雯倩/李雨琪 / 吴丛露 / 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