天天向上1981的个人主页 - 老虎社区

天天向上1981

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IP属地：广东

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天天向上1981

12-01

$白银ETF-iShares(SLV)$

天天向上1981

11-15

你好

@格隆汇:业绩高能见度，现金流优异，解码中国春来（1969.HK）价值成长的底层逻辑

天天向上1981

11-01

$直觉外科公司(ISRG)$

天天向上1981

10-19

$白银ETF(iShares)(SLV)$

天天向上1981

10-07

$OXY 20251107 43.0 PUT$ 方向暂时正确，抄巴老的底。黄金都4000，石油这些大宗商品也应该补涨

天天向上1981

10-04

$OXY 20251107 43.0 PUT$ 抄巴老的底

天天向上1981

10-03

财富密码

天天向上1981

10-03

$阿里巴巴垂直价差 251003 CALL 190.0/CALL 197.5$ ,心态有些变形，而且没有做好接股的资金，记录一下。

天天向上1981

09-17

加油

天天向上1981

09-12

中了8股，36.1元全卖了

天天向上1981

05-02

$纳指三倍做空ETF(SQQQ)$

天天向上1981

04-23

#《投资为乐》：在老虎做美股变得更简单

天天向上1981

02-12

答案是：1.低开高走 2.胜券在握 3.踏空 4.收阳 5 .阿里巴巴

天天向上1981

02-03

$阿里巴巴(BABA)$

天天向上1981

01-28

大吉大利！点赞的，25年翻3倍！！！

天天向上1981

2024-11-20

好

天天向上1981

2024-09-30

卡片大作战

天天向上1981

2024-09-22

买美债做多期权

天天向上1981

2024-09-22

Replying to @Downfish:买美债期权//@Downfish:@叮咚买菜 @小虎产品经理 1.利好美债 2.资金回流美元贬值，人民币升值 3.利好科技成长行业 4.利好股市

天天向上1981

2024-09-09

太阳系：太阳加八个卫星！

@谋定后动:指数ETF：散户抓住大牛股的最好工具【谋定后动专栏】

去老虎APP查看更多动态

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眼下，随着牛市步入新的阶段，市场资金在高位中趋于谨慎，更倾向于配置具备高可见度的景气行业，以求做到“攻守兼备”，而教育板块特别是民办高等教育领域，高校公司凭借其资产扎实，预收账款现金流好，同时拥有明确的增长预期，恰好满足了这一需求。 近期笔者留意到中国春来也即将发布年度财报，不妨就此提前来看公司的机会所在。 01 高预期差下教育板块的三大价值支点 遵循自上而下的分析逻辑，从行业板块先入手，不难发现当前教育板块整体估值仍然处在低位，存在明显的市场预期差，在笔者看来，行业的价值逻辑有如下三大支撑。 首先是政策与需求共振。 政策环境持续改善，为教育板块提供了有力支撑。可以看到，自2025年7月以来，教育行业相继迎来生育补贴和学前教育逐步免费两大政策利好，这些举措不仅有助于提升生育意愿，更将直接刺激教育消费需求，并催化了板块估值修复行情。与此同时，在AI+教育浪潮的推动下，配套政策也在持续完善，为行业创新发展注入新动能。 而聚焦到高等教育领域，国家对高等教育的支持力度不断增强，从宏观战略到具体实施方案，形成了全方位、多层次的政策支撑网络。随着《教育强国建设规划纲要（2024—2035年）》、《加快建设教育强国三年行动计划（2025–2027年）》、《高等教育学科专业设置调整优化行动方案（2025—2027年）》等一系列紧密衔接的政策组合落地，为民办高等教育机构创造了前所未有的发展机遇和明确的政策预期。 从需求端来看，教育需求呈现刚性特征，特别是在高等教育领域，在就业压力持续存在的背景下，高校在应用型人才培养、提升就业竞争力等方面的价值愈发凸显，使其成为当前最具前景的细分赛道之一。 再次，则是教育板块的增长确定性高。 从行业基本面的角度来看，教育板块的","listText":"今年以来，港A股市场呈现明显的“慢牛”行情，在这轮中国资产重估浪潮中，教育板块整体表现可圈可点，板块修复之际，市场信心也在逐步升温。 眼下，随着牛市步入新的阶段，市场资金在高位中趋于谨慎，更倾向于配置具备高可见度的景气行业，以求做到“攻守兼备”，而教育板块特别是民办高等教育领域，高校公司凭借其资产扎实，预收账款现金流好，同时拥有明确的增长预期，恰好满足了这一需求。 近期笔者留意到中国春来也即将发布年度财报，不妨就此提前来看公司的机会所在。 01 高预期差下教育板块的三大价值支点 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政策环境持续改善，为教育板块提供了有力支撑。可以看到，自2025年7月以来，教育行业相继迎来生育补贴和学前教育逐步免费两大政策利好，这些举措不仅有助于提升生育意愿，更将直接刺激教育消费需求，并催化了板块估值修复行情。与此同时，在AI+教育浪潮的推动下，配套政策也在持续完善，为行业创新发展注入新动能。 而聚焦到高等教育领域，国家对高等教育的支持力度不断增强，从宏观战略到具体实施方案，形成了全方位、多层次的政策支撑网络。随着《教育强国建设规划纲要（2024—2035年）》、《加快建设教育强国三年行动计划（2025–2027年）》、《高等教育学科专业设置调整优化行动方案（2025—2027年）》等一系列紧密衔接的政策组合落地，为民办高等教育机构创造了前所未有的发展机遇和明确的政策预期。 从需求端来看，教育需求呈现刚性特征，特别是在高等教育领域，在就业压力持续存在的背景下，高校在应用型人才培养、提升就业竞争力等方面的价值愈发凸显，使其成为当前最具前景的细分赛道之一。 再次，则是教育板块的增长确定性高。 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