(以下内容从国金证券《传媒互联网产业行业研究:路径不清晰,等待机会》研报附件原文摘录)本周观点分歧之下的选择,云厂商和超预期标的:教育:景气略有承压。本周四川省发布通知在全省实施中小学春秋假制度。我们维持行业供需关系重新平衡,中小机构供给增加,龙头阿尔法能力逐渐趋稳的大方向判断。不过由于各家业务发展阶段不同、运营能力有差异,机构表现存在分化,好未来成长性凸显。奢侈品与博彩:奢侈品与博彩景气度和...
Source Link(以下内容从国金证券《传媒互联网产业行业研究:路径不清晰,等待机会》研报附件原文摘录)本周观点分歧之下的选择,云厂商和超预期标的:教育:景气略有承压。本周四川省发布通知在全省实施中小学春秋假制度。我们维持行业供需关系重新平衡,中小机构供给增加,龙头阿尔法能力逐渐趋稳的大方向判断。不过由于各家业务发展阶段不同、运营能力有差异,机构表现存在分化,好未来成长性凸显。奢侈品与博彩:奢侈品与博彩景气度和...
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