梭哈高途的个人主页 - 老虎社区

梭哈高途

梭哈高途

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IP属地：北京

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02-19

$高途(GOTU)$ 这个月能回本不

2024-12-05

$高途(GOTU)$ 不懂就问，这个季度回购了1.2亿的股票，这1.2亿算在亏损和现金流出里吗？

2020-06-12

$跟谁学(GSX)$短期目标千亿人民币，长期千亿美金

第一上海证券发布做多报告力挺跟谁学：公司规模可达千亿

2021-05-26

$高途(GOTU)$高途

2020-05-13

$跟谁学(GSX)$明年2月份保底到80，可能到100，立帖为证

04-23

$高途(GOTU)$ 高途2024年累计回购约811万股ADS，金额约2.1亿元，占2024年总流通股本的3.2%。成本约为3.6刀

02-28

$高途(GOTU)$ 看多看多

2023-11-07

$高途(GOTU)$ 哎呀，要发财报了

2021-06-06

$高途(GOTU)$目前的政策看来极大削弱了高途的对手

2020-06-08

$跟谁学(GSX)$ 空票又没有了，等空头们平仓的时候不要发生踩踏事件

2023-01-28

$高途(GOTU)$ 恭喜拉总粉丝破百万

03-01

$高途(GOTU)$ 感谢拉总实现我的愿望

@梭哈高途:$高途(GOTU)$ 这个月能回本不

2023-06-15

$高途(GOTU)$ 今天大A都涨了，你今晚要不涨20%好意思吗？

2019-08-29

$中烟香港(06055)$会跌到6块

2019-10-25

$有道(DAO)$现场竞价太激烈了？

2023-02-27

$高途(GOTU)$ 我想知道明晚的业绩会和直播同时进行，拉总怎么分身？

2021-09-23

$高途(GOTU)$一季度营收19.4亿，k12为19.16亿，成人只有0.24亿；二季度营收22.32，k12为20.91，成人已经到了1.41亿。相比一季度已经翻了5.87倍。三季度看好成人收入到4亿以上。

2023-01-23

$高途(GOTU)$ 大过年的，今天能不能破4？

2021-07-24

$高途(GOTU)$这份文件是减轻义务教育阶段的，是不是高中不在这个限制里面？？

2023-03-02

$GOTU 20230317 4.0 CALL$ $GOTU 20230317 4.0 CALL$ $高途(GOTU)$

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href=\"https://laohu8.com/S/GOTU\">高途</a>集团与雅识教育联合开发，股权层层穿透背后，吴彦祖对雅识教育间接持股，而随着吴彦祖英语课在高途App上线，高途股价一路上涨，</span><span>短短20天最高涨幅超过50%，</span><span>这场“左手流量、右手资本”的游戏，已不仅仅是网友眼中的明星“下海”那</span><span>般</span><span>简单。</span></p>\n<p>　　<span>实际上，明星转行卖课如今已成为另一种“财富密码”，此前，包括王力宏、张继科等明星也曾以“专业教学”为卖点推出高价甚至天价课程，然而，在AI学习工具日益普及的当下，这类课程被不少网友质疑“割韭菜”。</span></p>\n<p>　　<strong><span>明星卖课流量变现</span></strong><strong><span>，</span></strong><strong><span>已豪赚百万</span></strong></p>\n<p>　　<span>据公开资料，“吴彦祖带你学口语”课程首发价为398元，共有84节，每节课8</span><span>~</span><span>10分钟左右。据此推算，平均一节课</span><span>为</span><span>4.73元</span><span>。</span></p>\n<p>　　<span>需要注意的是，这套课程并非全部都是吴彦祖本人出镜，还包含了一部分助教老师的出镜，吴彦祖全程用英语</span><span>教学</span><span>，助教老师则以中英文的方式配合讲解。</span></p>\n<p>　　<span>根据飞瓜数据显示，售卖相关课程的账号“阿祖带你学口语”（粉丝数16.5万）近30日销售额为75万元-100万元，另一个相关账号“吴彦祖英语课”（粉丝数6948）近30日销售额为10万元-25万元，因此抖音平台总计销售额85万元-125万元。</span><span>此外，作为此次合作方的高途App内也已上线吴彦祖英语课，目前可以看到报名人数已经达到21989人，</span><span>但并未显示付费购买用户数，但报名数仍</span><span>在持续增加。</span></p>\n<div><img src=\"http://n.sinaimg.cn/finance/transform/254/w512h542/20250311/38df-4df78e81fb60dc0cb8c5dc5c7237a998.png\"/></div>\n<p>　　<span>值得关注的是，在抖音平台，此次卖课的官方账号“阿祖带你学口语”</span><span>和“吴彦祖英语课”</span><span>其认证信息</span><span>均</span><span>为太原高途<a href=\"https://laohu8.com/S/YJ\">云集</a>教育科技有限公司，而本次吴彦祖与高途合作的英语课，不是吴彦祖直接与高途合作，而是通过一家名为雅识教育的公司。</span></p>\n<p>　　<span>天眼查显示，雅识教育科技（杭州）有限公司成立于2024年8月，由上海玩美祖合品牌管理有限公司持股30%，后者由上海斐鑫然文化传播有限公司持股46.75%，而吴彦祖持有上海斐鑫然文化传播有限公司90%的股权，因此，股权层层穿透之下，吴彦祖对雅识教育间接持股。</span></p>\n<p>　　<span>不仅如此，此前吴彦祖还在成都开了一家咖啡馆，起名WHATEVER COFFEE，根据天眼查信息，上海斐鑫然文化于2024年新设WHATEVER COFFEE品牌与ZUHAUS设计实验室，所以，而其商业版图已延伸至咖啡、潮牌、设计等领域，此次跨界教人学英语，是吴彦祖的又一次商业尝试。</span></p>\n<p>　　<span>对于吴彦祖开课，网友的态度也明显“两极分化”，有网友评价“要是早教20年，颜值脑子在巅峰期，英语六级早就过了”，但也有网友表示“</span><span>这套课除了明星效应，吸引你学习三五天，其他倒没有什么</span><span>特别之处</span><span>。</span><span>”</span></p>\n<p>　　<span>但真正想要下单的消费者则表示自己遇到了更大的问题，有小红书网友认为吴彦祖英语课存在助教老师影响了自己的学习体验，该网友提到“课程表上每节课就5分钟，所以点进去之前想着能够看男神，结果发现是男神讲一句，女老师重复一句。”</span></p>\n<div><img src=\"http://n.sinaimg.cn/finance/transform/432/w400h832/20250311/3ad2-3022117a614f67de95c2184d3b66a8cd.png\"/></div>\n<p>　　<strong><span>高途“流量”破圈，但</span></strong><strong><span>仍陷</span></strong><strong><span>亏损困局</span></strong></p>\n<p>　　<span>作为本次吴彦祖英语课破圈的另一大受益者，高途教育也因此尝到了“流量红利”，不仅在其官方App上有两万多人报名吴彦祖英语课，更重要的是其股价在近期不断上涨，</span><span>新浪科技</span><span>发现，自“阿祖带你学口语”抖音账号发布首个视频以来，短短20天时间，高途的股价便从2.57元</span><span>一路最高</span><span>上涨至3．</span><span>88</span><span>元，涨幅</span><span>超过50</span><span>%，然而在这样的涨幅背后，高途教育的财报数据却并不算太好。</span></p>\n<div><img src=\"http://n.sinaimg.cn/finance/transform/158/w550h408/20250311/b698-94b9bf6990e2ef35bcd5899d6a62ae31.png\"/></div>\n<p>　　<span>据近日发布的2024年最新财报数据，高途教育存在巨额亏损</span><span>，</span><span>其在</span><span>2024年实现营收45.54亿元，较上年同期增长53.8%；净亏损为10.49亿元，</span><span>上</span><span>年同期为730万元，亏损增幅高达14270%。</span></p>\n<p>　　<span>不可忽视的一点是，高途教育已经连续6个季度亏损，营业费用同比增长84.5%至42.805亿元，销售费用从2023年的15.012亿元增长到了2024年的29.637亿元。在此背景下，高途教育通过吴彦祖课程要实现双重目标：短期通过粉丝经济拉升现金流，长期则试图打破“K12教培”的固有标签，拓展成人教育市场。</span></p>\n<p>　　<span>但这种策略的风险同样显著。即便以吴彦祖课程当前抖音销量+官方报名</span><span>均为付费用户来算</span><span>，其销售额也仅有977万元，甚至仅占去年营收的0.2%，对改善亏损杯水车薪。</span></p>\n<p>　　<span>在线教育业内人士潘欣指出：“不看好这种模式，定价本身倒不觉得贵，就是一般粉丝会不会为了明星卖课</span><span>买</span><span>单令人存疑，得有足够量饭圈式的铁粉才能支撑很好的销售。”</span></p>\n<p>　　<span>此外，明星课程被外界质疑的声音也一直存在。此前，王力宏开卖为期30日，总费用为1699元的声乐课，学员小K（化名）</span><span>曾</span><span>向媒体透露，课程平均时长仅10分钟，且没有人改作业，都是学员之间互评，缺乏专业指导，“不如B站免费教程”。而吴彦祖的英语课虽结合AI技术，但也被用户指出“AI陪练声音与真人差距大”并且即便付费，如今还有“部分功能尚未开放”，认为官方课程开发不够完善就拿出来售卖不够严谨。</span></p>\n<p>　　<strong><span>结语：明星卖课，很容易变成一锤子买卖</span></strong></p>\n<p>　　<span>如今，随着DeepSeek、豆包等AI助手在<a href=\"https://laohu8.com/S/QC7.SI\">全民</a>兴起，人人都可以通过免费的方式用AI工具自学英语，这种普及程度正在进一步冲击高价课程的价值逻辑。</span><span>而</span><span>明星卖课</span><span>也</span><span>并非稳赚不赔</span><span>，</span><span>2023年，歌手柯以敏直播卖声乐课时遭网友辱骂，最终泪洒直播间；王力宏卖声乐课也被质疑“割韭菜”，伤害粉丝感情。</span></p>\n<p>　　<span>在潘欣看来，高途此举是想借吴彦祖破圈让更多的用户，包括吴彦祖的粉丝以及事件营销本身触达的潜在用户们知道高途这个品牌，进而购买他们其他产品。</span></p>\n<p>　　<span>行业分析师张书乐向</span><span>新浪科技</span><span>表示，作为一种知识付费课程，吴彦祖开卖英语课无可厚非，其通过自己在海外的生活经历和学识做生意，也符合知识付费的理念。当然，吴彦祖授课，更多的是依靠自己的明星光环，来达成强劲宣发、较高转换率、较高定价的效果，但如果课程内容不合格，也会影响到他的人设和演艺生涯。尽管学英语目前有许多免费工具，也能达成AI辅助以及高质量互动。但演员的个人魅力和表演才能，可以让一些枯燥的教学更有味道，达成沉浸式效果。至于吴彦祖的课程到底如何，则要看消费者反馈，以及后续是否能持续卖课，毕竟，如果是割韭菜，很容易变成一锤子买卖。</span></p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：江钰涵 </p>\n</div></body></html>","source":"sina","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>阿祖卖课救高途，“祖迷”能填10亿亏损大坑？ | BUG</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; 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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阿祖卖课救高途，“祖迷”能填10亿亏损大坑？ | BUG\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-11 08:18 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tech/shenji/2025-03-11/doc-inepfvkr8882952.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文|新浪科技 罗宁\n　　近日，演员吴彦祖在抖音、小红书等平台开设“吴彦祖教英语”账号，推出定价398元的英语课。该事件不仅引发热议，还在多平台取得不俗的销售数据。\n　　值得关注的是，该课程由高途集团与雅识教育联合开发，股权层层穿透背后，吴彦祖对雅识教育间接持股，而随着吴彦祖英语课在高途App上线，高途股价一路上涨，短短20天最高涨幅超过50%，这场“左手流量、右手资本”的游戏，已不仅仅是网友眼中的...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/shenji/2025-03-11/doc-inepfvkr8882952.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://finance.sina.com.cn/tech/shenji/2025-03-11/doc-inepfvkr8882952.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2518738048","content_text":"文|新浪科技 罗宁\n　　近日，演员吴彦祖在抖音、小红书等平台开设“吴彦祖教英语”账号，推出定价398元的英语课。该事件不仅引发热议，还在多平台取得不俗的销售数据。\n　　值得关注的是，该课程由高途集团与雅识教育联合开发，股权层层穿透背后，吴彦祖对雅识教育间接持股，而随着吴彦祖英语课在高途App上线，高途股价一路上涨，短短20天最高涨幅超过50%，这场“左手流量、右手资本”的游戏，已不仅仅是网友眼中的明星“下海”那般简单。\n　　实际上，明星转行卖课如今已成为另一种“财富密码”，此前，包括王力宏、张继科等明星也曾以“专业教学”为卖点推出高价甚至天价课程，然而，在AI学习工具日益普及的当下，这类课程被不少网友质疑“割韭菜”。\n　　明星卖课流量变现，已豪赚百万\n　　据公开资料，“吴彦祖带你学口语”课程首发价为398元，共有84节，每节课8~10分钟左右。据此推算，平均一节课为4.73元。\n　　需要注意的是，这套课程并非全部都是吴彦祖本人出镜，还包含了一部分助教老师的出镜，吴彦祖全程用英语教学，助教老师则以中英文的方式配合讲解。\n　　根据飞瓜数据显示，售卖相关课程的账号“阿祖带你学口语”（粉丝数16.5万）近30日销售额为75万元-100万元，另一个相关账号“吴彦祖英语课”（粉丝数6948）近30日销售额为10万元-25万元，因此抖音平台总计销售额85万元-125万元。此外，作为此次合作方的高途App内也已上线吴彦祖英语课，目前可以看到报名人数已经达到21989人，但并未显示付费购买用户数，但报名数仍在持续增加。\n\n　　值得关注的是，在抖音平台，此次卖课的官方账号“阿祖带你学口语”和“吴彦祖英语课”其认证信息均为太原高途云集教育科技有限公司，而本次吴彦祖与高途合作的英语课，不是吴彦祖直接与高途合作，而是通过一家名为雅识教育的公司。\n　　天眼查显示，雅识教育科技（杭州）有限公司成立于2024年8月，由上海玩美祖合品牌管理有限公司持股30%，后者由上海斐鑫然文化传播有限公司持股46.75%，而吴彦祖持有上海斐鑫然文化传播有限公司90%的股权，因此，股权层层穿透之下，吴彦祖对雅识教育间接持股。\n　　不仅如此，此前吴彦祖还在成都开了一家咖啡馆，起名WHATEVER COFFEE，根据天眼查信息，上海斐鑫然文化于2024年新设WHATEVER COFFEE品牌与ZUHAUS设计实验室，所以，而其商业版图已延伸至咖啡、潮牌、设计等领域，此次跨界教人学英语，是吴彦祖的又一次商业尝试。\n　　对于吴彦祖开课，网友的态度也明显“两极分化”，有网友评价“要是早教20年，颜值脑子在巅峰期，英语六级早就过了”，但也有网友表示“这套课除了明星效应，吸引你学习三五天，其他倒没有什么特别之处。”\n　　但真正想要下单的消费者则表示自己遇到了更大的问题，有小红书网友认为吴彦祖英语课存在助教老师影响了自己的学习体验，该网友提到“课程表上每节课就5分钟，所以点进去之前想着能够看男神，结果发现是男神讲一句，女老师重复一句。”\n\n　　高途“流量”破圈，但仍陷亏损困局\n　　作为本次吴彦祖英语课破圈的另一大受益者，高途教育也因此尝到了“流量红利”，不仅在其官方App上有两万多人报名吴彦祖英语课，更重要的是其股价在近期不断上涨，新浪科技发现，自“阿祖带你学口语”抖音账号发布首个视频以来，短短20天时间，高途的股价便从2.57元一路最高上涨至3．88元，涨幅超过50%，然而在这样的涨幅背后，高途教育的财报数据却并不算太好。\n\n　　据近日发布的2024年最新财报数据，高途教育存在巨额亏损，其在2024年实现营收45.54亿元，较上年同期增长53.8%；净亏损为10.49亿元，上年同期为730万元，亏损增幅高达14270%。\n　　不可忽视的一点是，高途教育已经连续6个季度亏损，营业费用同比增长84.5%至42.805亿元，销售费用从2023年的15.012亿元增长到了2024年的29.637亿元。在此背景下，高途教育通过吴彦祖课程要实现双重目标：短期通过粉丝经济拉升现金流，长期则试图打破“K12教培”的固有标签，拓展成人教育市场。\n　　但这种策略的风险同样显著。即便以吴彦祖课程当前抖音销量+官方报名均为付费用户来算，其销售额也仅有977万元，甚至仅占去年营收的0.2%，对改善亏损杯水车薪。\n　　在线教育业内人士潘欣指出：“不看好这种模式，定价本身倒不觉得贵，就是一般粉丝会不会为了明星卖课买单令人存疑，得有足够量饭圈式的铁粉才能支撑很好的销售。”\n　　此外，明星课程被外界质疑的声音也一直存在。此前，王力宏开卖为期30日，总费用为1699元的声乐课，学员小K（化名）曾向媒体透露，课程平均时长仅10分钟，且没有人改作业，都是学员之间互评，缺乏专业指导，“不如B站免费教程”。而吴彦祖的英语课虽结合AI技术，但也被用户指出“AI陪练声音与真人差距大”并且即便付费，如今还有“部分功能尚未开放”，认为官方课程开发不够完善就拿出来售卖不够严谨。\n　　结语：明星卖课，很容易变成一锤子买卖\n　　如今，随着DeepSeek、豆包等AI助手在全民兴起，人人都可以通过免费的方式用AI工具自学英语，这种普及程度正在进一步冲击高价课程的价值逻辑。而明星卖课也并非稳赚不赔，2023年，歌手柯以敏直播卖声乐课时遭网友辱骂，最终泪洒直播间；王力宏卖声乐课也被质疑“割韭菜”，伤害粉丝感情。\n　　在潘欣看来，高途此举是想借吴彦祖破圈让更多的用户，包括吴彦祖的粉丝以及事件营销本身触达的潜在用户们知道高途这个品牌，进而购买他们其他产品。\n　　行业分析师张书乐向新浪科技表示，作为一种知识付费课程，吴彦祖开卖英语课无可厚非，其通过自己在海外的生活经历和学识做生意，也符合知识付费的理念。当然，吴彦祖授课，更多的是依靠自己的明星光环，来达成强劲宣发、较高转换率、较高定价的效果，但如果课程内容不合格，也会影响到他的人设和演艺生涯。尽管学英语目前有许多免费工具，也能达成AI辅助以及高质量互动。但演员的个人魅力和表演才能，可以让一些枯燥的教学更有味道，达成沉浸式效果。至于吴彦祖的课程到底如何，则要看消费者反馈，以及后续是否能持续卖课，毕竟，如果是割韭菜，很容易变成一锤子买卖。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：江钰涵","news_type":1,"symbols_score_info":{"BUG":1,"GOTU":1}},"isVote":1,"tweetType":1,"viewCount":1562,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":408694521397296,"gmtCreate":1740797022976,"gmtModify":1740797024088,"author":{"id":"3521590769441177","authorId":"3521590769441177","name":"梭哈高途","avatar":"https://static.tigerbbs.com/6a7b9327c1dcbbeacb1255b6fe157d3c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521590769441177","authorIdStr":"3521590769441177"},"themes":[],"htmlText":"<a 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26号要发财报了","images":[{"img":"https://static.tigerbbs.com/17e6479c00548c38cc79d4a2981df414","width":"1088","height":"2400"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/403133019980040","isVote":1,"tweetType":1,"viewCount":900,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":398748645540328,"gmtCreate":1738373465483,"gmtModify":1738379941560,"author":{"id":"3521590769441177","authorId":"3521590769441177","name":"梭哈高途","avatar":"https://static.tigerbbs.com/6a7b9327c1dcbbeacb1255b6fe157d3c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521590769441177","authorIdStr":"3521590769441177"},"themes":[],"htmlText":"营收同比持平吗？不是增长53%吗，这新闻什么破玩意，误导人啊","listText":"营收同比持平吗？不是增长53%吗，这新闻什么破玩意，误导人啊","text":"营收同比持平吗？不是增长53%吗，这新闻什么破玩意，误导人啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/398748645540328","repostId":"1165849271","repostType":2,"repost":{"id":"1165849271","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1738337612,"share":"https://www.laohu8.com/m/news/1165849271?lang=&edition=full","pubTime":"2025-01-31 23:33","market":"hk","language":"zh","title":"异动解读 | 高途盘中大跌5.74%,业绩欠佳亏损加剧或为主因","url":"https://stock-news.laohu8.com/highlight/detail?id=1165849271","media":"异动解读","summary":"高途股价今日盘中大跌5.74%,引发市场关注。从目前披露的财务数据来看,高途公司最新一季度净利润为亏损6575万美元,每股亏损0.26美元,业绩表现不佳或是导致股价下跌的主要原因。\n\n此外,公司近期营收同比持平,仅为1.69亿美元,增长乏力或也是令投资者失望的一个因素。机构评级方面,10家评级机构中仅有2家给予卖出评级建议,其余多数券商仍然维持买入和持有的评级,这或许也反映出公司前景并非完全没有值得期待的地方。\n\n总的来说,亏损加剧、营收乏力的业绩表现是导致高途股价下跌的关键原因,但较为乐观的机构预期或还能在一定程度上支撑股价。高途公司未来能否实现盈利,将继续成为市场关注的焦点。","content":"<p>高途股价今日盘中大跌5.74%,引发市场关注。从目前披露的财务数据来看,高途公司最新一季度净利润为亏损6575万美元,每股亏损0.26美元,业绩表现不佳或是导致股价下跌的主要原因。</p>\n\n<p>此外,公司近期营收同比持平,仅为1.69亿美元,增长乏力或也是令投资者失望的一个因素。机构评级方面,10家评级机构中仅有2家给予卖出评级建议,其余多数券商仍然维持买入和持有的评级,这或许也反映出公司前景并非完全没有值得期待的地方。</p>\n\n<p>总的来说,亏损加剧、营收乏力的业绩表现是导致高途股价下跌的关键原因,但较为乐观的机构预期或还能在一定程度上支撑股价。高途公司未来能否实现盈利,将继续成为市场关注的焦点。</p>","source":"ai_movement_cn","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>异动解读 | 高途盘中大跌5.74%,业绩欠佳亏损加剧或为主因</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异动解读 | 高途盘中大跌5.74%,业绩欠佳亏损加剧或为主因\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2025-01-31 23:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>高途股价今日盘中大跌5.74%,引发市场关注。从目前披露的财务数据来看,高途公司最新一季度净利润为亏损6575万美元,每股亏损0.26美元,业绩表现不佳或是导致股价下跌的主要原因。</p>\n\n<p>此外,公司近期营收同比持平,仅为1.69亿美元,增长乏力或也是令投资者失望的一个因素。机构评级方面,10家评级机构中仅有2家给予卖出评级建议,其余多数券商仍然维持买入和持有的评级,这或许也反映出公司前景并非完全没有值得期待的地方。</p>\n\n<p>总的来说,亏损加剧、营收乏力的业绩表现是导致高途股价下跌的关键原因,但较为乐观的机构预期或还能在一定程度上支撑股价。高途公司未来能否实现盈利,将继续成为市场关注的焦点。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOTU":"高途"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165849271","content_text":"高途股价今日盘中大跌5.74%,引发市场关注。从目前披露的财务数据来看,高途公司最新一季度净利润为亏损6575万美元,每股亏损0.26美元,业绩表现不佳或是导致股价下跌的主要原因。\n此外,公司近期营收同比持平,仅为1.69亿美元,增长乏力或也是令投资者失望的一个因素。机构评级方面,10家评级机构中仅有2家给予卖出评级建议,其余多数券商仍然维持买入和持有的评级,这或许也反映出公司前景并非完全没有值得期待的地方。\n总的来说,亏损加剧、营收乏力的业绩表现是导致高途股价下跌的关键原因,但较为乐观的机构预期或还能在一定程度上支撑股价。高途公司未来能否实现盈利,将继续成为市场关注的焦点。","news_type":1,"symbols_score_info":{"GOTU":1}},"isVote":1,"tweetType":1,"viewCount":1173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":378273769288088,"gmtCreate":1733394720635,"gmtModify":1733394722103,"author":{"id":"3521590769441177","authorId":"3521590769441177","name":"梭哈高途","avatar":"https://static.tigerbbs.com/6a7b9327c1dcbbeacb1255b6fe157d3c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521590769441177","authorIdStr":"3521590769441177"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$&nbsp;</a> 不懂就问，这个季度回购了1.2亿的股票，这1.2亿算在亏损和现金流出里吗？","listText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$&nbsp;</a> 不懂就问，这个季度回购了1.2亿的股票，这1.2亿算在亏损和现金流出里吗？","text":"$高途(GOTU)$ 不懂就问，这个季度回购了1.2亿的股票，这1.2亿算在亏损和现金流出里吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":1,"link":"https://laohu8.com/post/378273769288088","isVote":1,"tweetType":1,"viewCount":10910,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3530678085497583","authorId":"3530678085497583","name":"价值投机不行","avatar":"https://static.tigerbbs.com/b1c35a464195e3c072a4f0a807e757c8","crmLevel":2,"crmLevelSwitch":0,"idStr":"3530678085497583","authorIdStr":"3530678085497583"},"content":"暑假有大量投放，这些确收在q4才会体现，所以四季度的财报会非常好，有望重回八块，已经梭哈","text":"暑假有大量投放，这些确收在q4才会体现，所以四季度的财报会非常好，有望重回八块，已经梭哈","html":"暑假有大量投放，这些确收在q4才会体现，所以四季度的财报会非常好，有望重回八块，已经梭哈"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377652605444184,"gmtCreate":1733230704778,"gmtModify":1733230706756,"author":{"id":"3521590769441177","authorId":"3521590769441177","name":"梭哈高途","avatar":"https://static.tigerbbs.com/6a7b9327c1dcbbeacb1255b6fe157d3c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521590769441177","authorIdStr":"3521590769441177"},"themes":[],"htmlText":"亏损97分是亏多少钱？","listText":"亏损97分是亏多少钱？","text":"亏损97分是亏多少钱？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377652605444184","repostId":"2488792156","repostType":2,"isVote":1,"tweetType":1,"viewCount":1399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":253989936582928,"gmtCreate":1703045567596,"gmtModify":1703045569488,"author":{"id":"3521590769441177","authorId":"3521590769441177","name":"梭哈高途","avatar":"https://static.tigerbbs.com/6a7b9327c1dcbbeacb1255b6fe157d3c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521590769441177","authorIdStr":"3521590769441177"},"themes":[],"htmlText":"说跌90%是不对的，不能拿一天的最高低值和最高峰对比","listText":"说跌90%是不对的，不能拿一天的最高低值和最高峰对比","text":"说跌90%是不对的，不能拿一天的最高低值和最高峰对比","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/253989936582928","repostId":"1105432106","repostType":2,"repost":{"id":"1105432106","kind":"news","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":1702999027,"share":"https://www.laohu8.com/m/news/1105432106?lang=&edition=full","pubTime":"2023-12-19 23:17","market":"us","language":"zh","title":"高途盘中反弹逾4%，CEO陈向东回应直播在线人数暴跌","url":"https://stock-news.laohu8.com/highlight/detail?id=1105432106","media":"老虎资讯综合","summary":"用数据的高低来证明是否成功，容易造成一种假象。","content":"<html><head></head><body><p>周五，高途自昨日的大跌中恢复过来，股价低开高走，截至发稿涨幅超4%。消息面上，高途CEO陈向东在直播中回应高途佳品直播间在线人数从10万人跌至4000人。陈向东表示，用数据的高低来证明是否成功，容易造成一种假象。当潮水退去，要脚踏实地地做以前做的事；真正的高手是要有平常心的，不要因为别人的评价有坏心情，也不要因为别人的表扬冲昏头脑，我们要成为最好的自己。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eaa38bff4752fed2dc05753bbc92107b\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","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>高途盘中反弹逾4%，CEO陈向东回应直播在线人数暴跌</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高途盘中反弹逾4%，CEO陈向东回应直播在线人数暴跌\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\">2023-12-19 23:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周五，高途自昨日的大跌中恢复过来，股价低开高走，截至发稿涨幅超4%。消息面上，高途CEO陈向东在直播中回应高途佳品直播间在线人数从10万人跌至4000人。陈向东表示，用数据的高低来证明是否成功，容易造成一种假象。当潮水退去，要脚踏实地地做以前做的事；真正的高手是要有平常心的，不要因为别人的评价有坏心情，也不要因为别人的表扬冲昏头脑，我们要成为最好的自己。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eaa38bff4752fed2dc05753bbc92107b\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/192cd0abcea5781640ea6a068aa12601","relate_stocks":{"GOTU":"高途"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105432106","content_text":"周五，高途自昨日的大跌中恢复过来，股价低开高走，截至发稿涨幅超4%。消息面上，高途CEO陈向东在直播中回应高途佳品直播间在线人数从10万人跌至4000人。陈向东表示，用数据的高低来证明是否成功，容易造成一种假象。当潮水退去，要脚踏实地地做以前做的事；真正的高手是要有平常心的，不要因为别人的评价有坏心情，也不要因为别人的表扬冲昏头脑，我们要成为最好的自己。","news_type":1,"symbols_score_info":{"GOTU":1.1}},"isVote":1,"tweetType":1,"viewCount":1498,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":251648939978816,"gmtCreate":1702474919175,"gmtModify":1702474923235,"author":{"id":"3521590769441177","authorId":"3521590769441177","name":"梭哈高途","avatar":"https://static.tigerbbs.com/6a7b9327c1dcbbeacb1255b6fe157d3c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521590769441177","authorIdStr":"3521590769441177"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$&nbsp;</a>三万人了","listText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$&nbsp;</a>三万人了","text":"$高途(GOTU)$ 三万人了","images":[{"img":"https://static.tigerbbs.com/ed389a9aa1225edadac67bb85ff4f50b","width":"1088","height":"2400"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/251648939978816","isVote":1,"tweetType":1,"viewCount":1771,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":238887413600464,"gmtCreate":1699349082437,"gmtModify":1699349083689,"author":{"id":"3521590769441177","authorId":"3521590769441177","name":"梭哈高途","avatar":"https://static.tigerbbs.com/6a7b9327c1dcbbeacb1255b6fe157d3c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521590769441177","authorIdStr":"3521590769441177"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$&nbsp;</a>哎呀，要发财报了","listText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$&nbsp;</a>哎呀，要发财报了","text":"$高途(GOTU)$ 哎呀，要发财报了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/238887413600464","isVote":1,"tweetType":1,"viewCount":1944,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":214357348753560,"gmtCreate":1693374255762,"gmtModify":1693374256726,"author":{"id":"3521590769441177","authorId":"3521590769441177","name":"梭哈高途","avatar":"https://static.tigerbbs.com/6a7b9327c1dcbbeacb1255b6fe157d3c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521590769441177","authorIdStr":"3521590769441177"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$&nbsp;</a>果然不出意外的超预期，高途加油","listText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$&nbsp;</a>果然不出意外的超预期，高途加油","text":"$高途(GOTU)$ 果然不出意外的超预期，高途加油","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/214357348753560","isVote":1,"tweetType":1,"viewCount":1811,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":768464035889232,"gmtCreate":1687937716346,"gmtModify":1687937717697,"author":{"id":"3521590769441177","authorId":"3521590769441177","name":"梭哈高途","avatar":"https://static.tigerbbs.com/6a7b9327c1dcbbeacb1255b6fe157d3c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521590769441177","authorIdStr":"3521590769441177"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/768464035889232","repostId":"758905793233360","repostType":1,"repost":{"id":758905793233360,"gmtCreate":1687323270582,"gmtModify":1687324940857,"author":{"id":"3584668549651208","authorId":"3584668549651208","name":"财视传媒","avatar":"https://static.tigerbbs.com/b70d2edc7f9d9aaa1a3aa7bbad52063e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584668549651208","authorIdStr":"3584668549651208"},"themes":[],"title":"高途陈向东：创业九年，错误就是你成长路上最好的养分","htmlText":"序 “你们都是迷惘的一代！” ——格特鲁德·斯泰因 在一个即使放眼全球都看似市场低迷、信心不振、前景未明的年代，我们为什么要“十问企业家”？ 实际上，越是身处暗夜，越是需要光明，越是置身迷雾，越是需要榜样。有时候，希望或者榜样，可能只是别人的一个微笑，一句打动你的话，或是某种认知的提升、思想的升华，他山之石，均能予人以启发。 无论时代如何变化，企业家精神是不会改变的，他们永远是勇于冒险、敢于创新的群体，有人形容，冒险乃是他们的天性、创新则是他们的灵魂，何其准确！更重要的是，他们孜孜以求的创新及持续不断的开拓，均能不同程度地具备普惠性乃至普世价值。 当然，面临百年未有之大变局，他们也会迟疑彷徨，他们也会有新的困惑，他们也会面临更为艰难的抉择。 回顾过往，几十年前，“现代管理之父”德鲁克提出了经典的“德鲁克五问”：1. 我们的使命是什么？2. 我们的顾客是谁？3. 我们的顾客重视什么？4. 我们追求的成果是什么？5. 我们的计划是什么？正是这五个看似简单但却引人深思、令人反省的问题，影响了成千上万的企业家，并促使他们思考、决策，最终让企业锚定正确的航向，跨越迷雾、穿越周期。 我们设定的这些问题，初衷也在于此。我们试图让企业家从初心、追求、梦想、组织、家庭及时代等各个不同层面及维度深入思考，并就关键问题给出自己的答案；这些答案或许并不精彩，也不见得振聋发聩，但却代表了这个时代的这个群体中每一个个体的见解。 “这颗沉思而孤独的灵魂常常仰躺在草地上，看着蓝天和白云，放纵思想的野马，思考宇宙、思考人生，内心充满矛盾和欲望、希望和失望。”122年前获得1901年首届诺贝尔文学奖的法国作家苏利·普吕多姆在他的诗集《孤独与沉思》中如此写道。如今，这不也正是我们以及诸多企业家的真实写照吗？ “上帝说要有光，于是就有了光。”未来已来，我们仍要相信相信的力量，是为十问。 正文 临近傍晚，余晖未尽。","listText":"序 “你们都是迷惘的一代！” ——格特鲁德·斯泰因 在一个即使放眼全球都看似市场低迷、信心不振、前景未明的年代，我们为什么要“十问企业家”？ 实际上，越是身处暗夜，越是需要光明，越是置身迷雾，越是需要榜样。有时候，希望或者榜样，可能只是别人的一个微笑，一句打动你的话，或是某种认知的提升、思想的升华，他山之石，均能予人以启发。 无论时代如何变化，企业家精神是不会改变的，他们永远是勇于冒险、敢于创新的群体，有人形容，冒险乃是他们的天性、创新则是他们的灵魂，何其准确！更重要的是，他们孜孜以求的创新及持续不断的开拓，均能不同程度地具备普惠性乃至普世价值。 当然，面临百年未有之大变局，他们也会迟疑彷徨，他们也会有新的困惑，他们也会面临更为艰难的抉择。 回顾过往，几十年前，“现代管理之父”德鲁克提出了经典的“德鲁克五问”：1. 我们的使命是什么？2. 我们的顾客是谁？3. 我们的顾客重视什么？4. 我们追求的成果是什么？5. 我们的计划是什么？正是这五个看似简单但却引人深思、令人反省的问题，影响了成千上万的企业家，并促使他们思考、决策，最终让企业锚定正确的航向，跨越迷雾、穿越周期。 我们设定的这些问题，初衷也在于此。我们试图让企业家从初心、追求、梦想、组织、家庭及时代等各个不同层面及维度深入思考，并就关键问题给出自己的答案；这些答案或许并不精彩，也不见得振聋发聩，但却代表了这个时代的这个群体中每一个个体的见解。 “这颗沉思而孤独的灵魂常常仰躺在草地上，看着蓝天和白云，放纵思想的野马，思考宇宙、思考人生，内心充满矛盾和欲望、希望和失望。”122年前获得1901年首届诺贝尔文学奖的法国作家苏利·普吕多姆在他的诗集《孤独与沉思》中如此写道。如今，这不也正是我们以及诸多企业家的真实写照吗？ “上帝说要有光，于是就有了光。”未来已来，我们仍要相信相信的力量，是为十问。 正文 临近傍晚，余晖未尽。","text":"序 “你们都是迷惘的一代！” ——格特鲁德·斯泰因 在一个即使放眼全球都看似市场低迷、信心不振、前景未明的年代，我们为什么要“十问企业家”？ 实际上，越是身处暗夜，越是需要光明，越是置身迷雾，越是需要榜样。有时候，希望或者榜样，可能只是别人的一个微笑，一句打动你的话，或是某种认知的提升、思想的升华，他山之石，均能予人以启发。 无论时代如何变化，企业家精神是不会改变的，他们永远是勇于冒险、敢于创新的群体，有人形容，冒险乃是他们的天性、创新则是他们的灵魂，何其准确！更重要的是，他们孜孜以求的创新及持续不断的开拓，均能不同程度地具备普惠性乃至普世价值。 当然，面临百年未有之大变局，他们也会迟疑彷徨，他们也会有新的困惑，他们也会面临更为艰难的抉择。 回顾过往，几十年前，“现代管理之父”德鲁克提出了经典的“德鲁克五问”：1. 我们的使命是什么？2. 我们的顾客是谁？3. 我们的顾客重视什么？4. 我们追求的成果是什么？5. 我们的计划是什么？正是这五个看似简单但却引人深思、令人反省的问题，影响了成千上万的企业家，并促使他们思考、决策，最终让企业锚定正确的航向，跨越迷雾、穿越周期。 我们设定的这些问题，初衷也在于此。我们试图让企业家从初心、追求、梦想、组织、家庭及时代等各个不同层面及维度深入思考，并就关键问题给出自己的答案；这些答案或许并不精彩，也不见得振聋发聩，但却代表了这个时代的这个群体中每一个个体的见解。 “这颗沉思而孤独的灵魂常常仰躺在草地上，看着蓝天和白云，放纵思想的野马，思考宇宙、思考人生，内心充满矛盾和欲望、希望和失望。”122年前获得1901年首届诺贝尔文学奖的法国作家苏利·普吕多姆在他的诗集《孤独与沉思》中如此写道。如今，这不也正是我们以及诸多企业家的真实写照吗？ “上帝说要有光，于是就有了光。”未来已来，我们仍要相信相信的力量，是为十问。 正文 临近傍晚，余晖未尽。","images":[{"img":"https://static.tigerbbs.com/c8457ec4d2e0e131521455ce144d3c82","width":"1080","height":"810"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/758905793233360","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1996,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":187556841300104,"gmtCreate":1686816393370,"gmtModify":1686816394440,"author":{"id":"3521590769441177","authorId":"3521590769441177","name":"梭哈高途","avatar":"https://static.tigerbbs.com/6a7b9327c1dcbbeacb1255b6fe157d3c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521590769441177","authorIdStr":"3521590769441177"},"themes":[],"htmlText":"<a 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不懂就问，这个季度回购了1.2亿的股票，这1.2亿算在亏损和现金流出里吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":1,"link":"https://laohu8.com/post/378273769288088","isVote":1,"tweetType":1,"viewCount":10910,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3530678085497583","authorId":"3530678085497583","name":"价值投机不行","avatar":"https://static.tigerbbs.com/b1c35a464195e3c072a4f0a807e757c8","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3530678085497583","idStr":"3530678085497583"},"content":"暑假有大量投放，这些确收在q4才会体现，所以四季度的财报会非常好，有望重回八块，已经梭哈","text":"暑假有大量投放，这些确收在q4才会体现，所以四季度的财报会非常好，有望重回八块，已经梭哈","html":"暑假有大量投放，这些确收在q4才会体现，所以四季度的财报会非常好，有望重回八块，已经梭哈"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":952845056,"gmtCreate":1591949003175,"gmtModify":1704197697369,"author":{"id":"3521590769441177","authorId":"3521590769441177","name":"梭哈高途","avatar":"https://static.tigerbbs.com/6a7b9327c1dcbbeacb1255b6fe157d3c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3521590769441177","idStr":"3521590769441177"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>短期目标千亿人民币，长期千亿美金","listText":"<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>短期目标千亿人民币，长期千亿美金","text":"$跟谁学(GSX)$短期目标千亿人民币，长期千亿美金","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/952845056","repostId":"2042819703","repostType":2,"repost":{"id":"2042819703","kind":"news","pubTimestamp":1591946520,"share":"https://www.laohu8.com/m/news/2042819703?lang=&edition=full","pubTime":"2020-06-12 15:22","market":"us","language":"zh","title":"第一上海证券发布做多报告力挺跟谁学：公司规模可达千亿","url":"https://stock-news.laohu8.com/highlight/detail?id=2042819703","media":"新浪证券","summary":"6月11日，第一上海证券发布研究报告，给予跟谁学买入评级，目标价达64.74美元，较10日收盘价41美元高出58%。第一上海证券表示，“在线K12有规模效应，巨大资金需求和组织能力是其高门槛。随着技术","content":"<html><body><article><p>6月11日，<a href=\"https://laohu8.com/S/00227\">第一上海</a>证券发布研究报告，给予<a href=\"https://laohu8.com/S/GSX\">跟谁学</a>买入评级，目标价达64.74美元，较10日收盘价41美元高出58%。第一上海证券表示，“在线K12有规模效应，巨大资金需求和组织能力是其高门槛。随着技术的进步，在线教育将提供更高效的成绩提升解决方案，渗透率会持续提升。我们预计长期看公司（跟谁学）规模将达到千亿级别，利润率可达20%。”</p><p>第一上海证券指出，因为在线K-12课后辅导具有明显的“剧场效应”，学生和家长会逐渐加入进来，渗透率将不断提升。预计全行业渗透率将从2018年的9.5%增长到45.0%。与此同时，未来行业集中度还将进一步集中。2019 年K-12教育行业排名前四的企业市占率达到约 30%，但是由于尚没有产生一家处于绝对垄断地位的龙头，仍处于激烈竞争中。</p><p>第一上海证券认为，在线教育在线K12直播大班赛道已成为近年教育市场关注度最高的赛道之一，而跟谁学有其优质的名师群体、最高的客单价、最早实现经营现金流为正，学生人数和收入最高增速具备竞争优势，预计其20年底辅导老师人数预计将达1万人，有望成为未来在线教育的龙头企业。</p><p>跟谁学在过去几年中发展迅猛，学生报名人数、公司净收入等关键经营指标增长迅速。根据跟随学发布的2020年一季报，跟谁学2020年一季度付费学生（课程金额在99元或以上）人次为77.4万，同比增长 307%。一季度报名金额为 13.74 亿元，同比增长 358%。公司净收入为 13.0 亿元，同比增长 382%，而过去6个季度公司基本维持了4-6倍的指数级同比增长。另外，20年一季度公司经营性现金流同比增长82%至1.2亿元，公司现金及等价物、短期和长期投资高达27.4亿元，是行业中首家经营性现金流为正的公司。</p><p>作为高度受关注的风口行业，疫情加速了在线教育模式的推广进程。近期，多家机构发表研究报告看好在线教育板块和在线教育企业。</p><p><a href=\"https://laohu8.com/S/06030\">中信证券</a>指出，中国在线K12教育行业渗透率正加速提升，预计2019-2023年行业年化复合增长率达46%，蕴含更大的机会和潜在的成长空间。</p><p>民生证券表示，疫情实质性地带动了在线教育关注度和使用率的上升，与此同时，疫情也导致行业供给端进入出清阶段，头部机构凭借充足的资金储备、线上课程的快速转化，可继续吸引和服务学生。</p><p>第一上海证券同时对跟谁学被做空一事表达了看法。第一上海证券说，针对做空机构的质疑，跟谁学都提供了合理解释化解，此前做空跟谁学的机构或陷入巨额亏损。</p><p>第一上海证券表示，根据彭博5月29日的沽空数据，其做空股数达到3930万股，约为其日成交量的4 倍，而公司只有约 5000 多万股流通股。5 月 29 日公司的收盘价是31.4美元，而6月10日公司最新的收盘价为41美元，如果空头没有平仓，其又再亏损了约23%。</p><p>责任编辑：马婕</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>第一上海证券发布做多报告力挺跟谁学：公司规模可达千亿</title>\n<style 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020061215223079e80059&s=b><strong>新浪证券</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>6月11日，第一上海证券发布研究报告，给予跟谁学买入评级，目标价达64.74美元，较10日收盘价41美元高出58%。第一上海证券表示，“在线K12有规模效应，巨大资金需求和组织能力是其高门槛。随着技术的进步，在线教育将提供更高效的成绩提升解决方案，渗透率会持续提升。我们预计长期看公司（跟谁学）规模将达到千亿级别，利润率可达20%。”第一上海证券指出，因为在线K-12课后辅导具有明显的“剧场效应”，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020061215223079e80059&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/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"00227":"第一上海"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020061215223079e80059&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2042819703","content_text":"6月11日，第一上海证券发布研究报告，给予跟谁学买入评级，目标价达64.74美元，较10日收盘价41美元高出58%。第一上海证券表示，“在线K12有规模效应，巨大资金需求和组织能力是其高门槛。随着技术的进步，在线教育将提供更高效的成绩提升解决方案，渗透率会持续提升。我们预计长期看公司（跟谁学）规模将达到千亿级别，利润率可达20%。”第一上海证券指出，因为在线K-12课后辅导具有明显的“剧场效应”，学生和家长会逐渐加入进来，渗透率将不断提升。预计全行业渗透率将从2018年的9.5%增长到45.0%。与此同时，未来行业集中度还将进一步集中。2019 年K-12教育行业排名前四的企业市占率达到约 30%，但是由于尚没有产生一家处于绝对垄断地位的龙头，仍处于激烈竞争中。第一上海证券认为，在线教育在线K12直播大班赛道已成为近年教育市场关注度最高的赛道之一，而跟谁学有其优质的名师群体、最高的客单价、最早实现经营现金流为正，学生人数和收入最高增速具备竞争优势，预计其20年底辅导老师人数预计将达1万人，有望成为未来在线教育的龙头企业。跟谁学在过去几年中发展迅猛，学生报名人数、公司净收入等关键经营指标增长迅速。根据跟随学发布的2020年一季报，跟谁学2020年一季度付费学生（课程金额在99元或以上）人次为77.4万，同比增长 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