新東方在線(1797.HK)高開5%領漲在線教育股
格隆匯2月11日丨隔夜美股在線教育板塊大漲,今早港股市場在線教育板塊跟漲,新東方在線(1797.HK)高開5.07%,思考樂教育(1769.HK)高開3.64%,網龍(0777.HK)高開3.13%。格隆匯平台此前發佈深度分析文章《疫情帶火了在線教育,是“曇花一現”還是“柳暗花明”?》指出,教育質量突出,教育與營銷並重的在線教育機構值得關注,並且看好線上+線下的相互協同。推薦新東方在線,依靠母公司的強大口碑與辦學經驗,以線下帶上線良性循環;推薦網龍,遊戲+在線教育雙輪驅動,佈局教育基礎設施,估值低有安全邊際;推薦跟誰學,利用名師+大班的模式成功率先實現盈利,上市之後開啟加速擴張。
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