野村将跟谁学评级从中性下调至卖出，目标价下调至38美元_老虎社区_美港股上老虎

野村将跟谁学评级从中性下调至卖出，目标价下调至38美元

每日经济新闻2020-10-23

野村分析师Jessie Xu周四将跟谁学评级从“中性”下调至“卖出”，并将目标价从40美元下调至38美元，为目前所有覆盖跟谁学的分析师中最低目标价，暗示跟谁学较周三收盘价还有46.6%的下跌空间。Jessie Xu认为，在竞争激烈的中国在线教育市场上，跟谁学可能会在收入增长乏力的情况下苦苦挣扎，其客户获取成本将飙升。Xu还补充称，跟谁学越来越强调的“明星教师”模式增加了公司的风险，猿辅导、作业帮、...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

期指阻击手
·2020-10-25
听消息，被子割菜，买call
回复
点赞
举报
WilllllChen
·2020-10-25
涨就上调，跌就下调，评级这么好干的吗
回复
点赞
举报
北京LEO
·2020-10-23
跌的差不多了，拉总总是给大家意外，一份报告如果能搞垮一家公司那也太荒谬了，如果跟谁学是瑞幸咖啡那么糟糕的话早就出来澄清了！越是不说的公司越是值得信赖！
回复
3
举报
朱时
·2020-10-23
哈哈哈哈
回复
点赞
举报
偷鸡
·2020-10-23
破鼓万人锤！
回复
点赞
举报
爱吃红薯的宝
·2020-10-23
野村狗熊啊，哈哈
回复
点赞
举报

热议股票

7x24

全部

关于我们·老虎社区守则·老虎社区账号管理规范·老虎社区服务协议·老虎社区隐私政策

公司名称：北京至简风宜信息技术有限公司

违法和不良信息投诉：010-5681-3562（工作时间9:30-18:30）

邮箱：service@laohu8.com

营业执照：91110105MA01A4U55R

ICP备：京ICP备18016422号

网安备：京公网安备11010502036490

关注我们

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/1141291243?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/1f49cfbbad938b58f9d764c4f5e672e9","is_english":false,"pubTime":"2020-10-23 20:23","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1141291243","market":"us","top_or_hot":-1,"title":"野村将跟谁学评级从中性下调至卖出，目标价下调至38美元","media":"每日经济新闻","content":"<div>\n<p>野村分析师Jessie Xu周四将跟谁学评级从“中性”下调至“卖出”，并将目标价从40美元下调至38美元，为目前所有覆盖跟谁学的分析师中最低目标价，暗示跟谁学较周三收盘价还有46.6%的下跌空间。Jessie Xu认为，在竞争激烈的中国在线教育市场上，跟谁学可能会在收入增长乏力的情况下苦苦挣扎，其客户获取成本将飙升。Xu还补充称，跟谁学越来越强调的“明星教师”模式增加了公司的风险，猿辅导、作业帮、...</p>\n\n<a href=\"https://baijiahao.baidu.com/s?id=1681259747986321184&wfr=spider&for=pc\">网页链接</a>\n\n</div>\n","source":"mrjjxw","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>野村将跟谁学评级从中性下调至卖出，目标价下调至38美元</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野村将跟谁学评级从中性下调至卖出，目标价下调至38美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-10-23 20:23 北京时间&nbsp;&nbsp;&nbsp;<a href=https://baijiahao.baidu.com/s?id=1681259747986321184&wfr=spider&for=pc><strong>每日经济新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>野村分析师Jessie Xu周四将跟谁学评级从“中性”下调至“卖出”，并将目标价从40美元下调至38美元，为目前所有覆盖跟谁学的分析师中最低目标价，暗示跟谁学较周三收盘价还有46.6%的下跌空间。Jessie Xu认为，在竞争激烈的中国在线教育市场上，跟谁学可能会在收入增长乏力的情况下苦苦挣扎，其客户获取成本将飙升。Xu还补充称，跟谁学越来越强调的“明星教师”模式增加了公司的风险，猿辅导、作业帮、...</p>\n\n<a href=\"https://baijiahao.baidu.com/s?id=1681259747986321184&wfr=spider&for=pc\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":null,"symbol_name":null,"start_time":0,"source_url":"https://baijiahao.baidu.com/s?id=1681259747986321184&wfr=spider&for=pc","article_id":"1141291243","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/1f49cfbbad938b58f9d764c4f5e672e9"],"rights":{"source":"mrjjxw","url":"https://baijiahao.baidu.com/s?id=1681259747986321184&wfr=spider&for=pc","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=1141291243","pubTimestamp":1603455819,"columns":[],"sourceInfo":{"source_id":"mrjjxw","name":"每日经济新闻"},"weMediaInfo":null,"summary":"野村分析师Jessie Xu周四将跟谁学评级从“中性”下调至“卖出”，并将目标价从40美元下调至38美元，为目前所有覆盖跟谁学的分析师中最低目标价，暗示跟谁学较周三收盘价还有46.6%的下跌空间。Je","collect":0,"end_time":0,"defaultTopTitle":"baidu.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{},"translate_title":"Who will Nomura learn from? The rating will be lowered from neutral to sell, and the target price will be lowered to $38.","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/f5e9d43a6e643336a6c176a348ea4c12","symbols_score_info":{"GSX":0.9},"content_text":"野村分析师Jessie Xu周四将跟谁学评级从“中性”下调至“卖出”，并将目标价从40美元下调至38美元，为目前所有覆盖跟谁学的分析师中最低目标价，暗示跟谁学较周三收盘价还有46.6%的下跌空间。Jessie Xu认为，在竞争激烈的中国在线教育市场上，跟谁学可能会在收入增长乏力的情况下苦苦挣扎，其客户获取成本将飙升。Xu还补充称，跟谁学越来越强调的“明星教师”模式增加了公司的风险，猿辅导、作业帮、网易有道和新东方网络课堂（Koolearn）在有机增长方面都更有优势。周三，在线教育中概股跟谁学股价暴跌超30%，收盘价格71.06美元，创近三个月来的历史新低。一夜之间，跟谁学市值蒸发超500亿元人民币。而就在周三，瑞士信贷银行股份有限公司 (Credit Suisse AG) 发布研报《跟谁学—在日益激烈的竞争中失去上升势头以及夏季商业推广的失误》，对跟谁学评级从“中性”下调为“减持”，原因是“跟谁学不再受益于自然流量增长，并在竞争的关键阶段决策错误”。过去一年里，跟谁学可谓在K12在线教育的舞台上“C位出道”、并博足了眼球的明星企业。在历经香橼、灰熊等机构的12次做空，以及美国证监执法部门SEC的调查后，其股价一度跌至80美元以下，但随后又出现两次明显拉升，直到周三之前还依旧保持“坚挺”。几经沉浮后，跟谁学未来其高市值能否持续？","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":301224307,"gmtCreate":1603601010909,"gmtModify":1703830249636,"author":{"id":"3549584843818649","authorId":"3549584843818649","name":"期指阻击手","avatar":"https://static.tigerbbs.com/6c67cf38f13713eae4c0d39c673c5478","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3549584843818649","authorIdStr":"3549584843818649"},"htmlText":"听消息，被子割菜，买call","listText":"听消息，被子割菜，买call","text":"听消息，被子割菜，买call","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/301224307","repostId":1141291243,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":301225078,"gmtCreate":1603598808694,"gmtModify":1703830247905,"author":{"id":"3552908658229606","authorId":"3552908658229606","name":"WilllllChen","avatar":"https://static.tigerbbs.com/ac12984bb3d16979ad2c247b4ce794d7","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3552908658229606","authorIdStr":"3552908658229606"},"htmlText":"涨就上调，跌就下调，评级这么好干的吗","listText":"涨就上调，跌就下调，评级这么好干的吗","text":"涨就上调，跌就下调，评级这么好干的吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/301225078","repostId":1141291243,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":301610312,"gmtCreate":1603463022736,"gmtModify":1703830074613,"author":{"id":"3492658084699298","authorId":"3492658084699298","name":"北京LEO","avatar":"https://static.tigerbbs.com/5947c466fdeeec2b3f907176e298f50f","vip":1,"crmLevel":1,"crmLevelSwitch":1,"idStr":"3492658084699298","authorIdStr":"3492658084699298"},"htmlText":"跌的差不多了，拉总总是给大家意外，一份报告如果能搞垮一家公司那也太荒谬了，如果跟谁学是瑞幸咖啡那么糟糕的话早就出来澄清了！越是不说的公司越是值得信赖！","listText":"跌的差不多了，拉总总是给大家意外，一份报告如果能搞垮一家公司那也太荒谬了，如果跟谁学是瑞幸咖啡那么糟糕的话早就出来澄清了！越是不说的公司越是值得信赖！","text":"跌的差不多了，拉总总是给大家意外，一份报告如果能搞垮一家公司那也太荒谬了，如果跟谁学是瑞幸咖啡那么糟糕的话早就出来澄清了！越是不说的公司越是值得信赖！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/301610312","repostId":1141291243,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":301630642,"gmtCreate":1603462105986,"gmtModify":1703830061193,"author":{"id":"3435615840878311","authorId":"3435615840878311","name":"朱时","avatar":"https://static.tigerbbs.com/931ccc12171c6d287be9ae1be78c5f05","vip":1,"hat":"https://static.tigerbbs.com/ae1f49570794979e009a5efdeb6f4789","crmLevel":8,"crmLevelSwitch":1,"idStr":"3435615840878311","authorIdStr":"3435615840878311"},"htmlText":"哈哈哈哈","listText":"哈哈哈哈","text":"哈哈哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/301630642","repostId":1141291243,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":301600863,"gmtCreate":1603459765552,"gmtModify":1703830035385,"author":{"id":"128865409802760","authorId":"128865409802760","name":"偷鸡","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"128865409802760","authorIdStr":"128865409802760"},"htmlText":"破鼓万人锤！","listText":"破鼓万人锤！","text":"破鼓万人锤！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/301600863","repostId":1141291243,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":301878532,"gmtCreate":1603457796626,"gmtModify":1703830027276,"author":{"id":"3550382264130643","authorId":"3550382264130643","name":"爱吃红薯的宝","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3550382264130643","authorIdStr":"3550382264130643"},"htmlText":"野村狗熊啊，哈哈","listText":"野村狗熊啊，哈哈","text":"野村狗熊啊，哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/301878532","repostId":1141291243,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":5,"commentSize":6,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}