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$Chegg(CHGG)$ 盘后公布了最新的财报,目前盘后暴跌29%,回到解放前了。从K线图就可以看到,该股三季度以来基本是下跌走势。因为市场认为其是疫情受益概念股,那么随着疫情的消退,使用Chegg的人会减少。

而CHGG的管理层则在之前回答类似的疑问时,认为疫情并不是CHGG的决定因素,无论是线上授课还是线下授课,学生们都会需要CHGG。

这次盘后暴跌,应该还是因为这次财报会议中下面这段话

"A combination of variants, increased employment opportunities and compensation, along with fatigue, have all led to significantly fewer enrollments than expected this semester. And those students who have enrolled are taking fewer and less rigorous classes and are receiving less graded assignments," comments CEO Dan Rosensweig, adding that he thinks this trend will affect the company through the school year but will not last long-term.

简单说,就是当前美国的大学生注册人数比预期的大幅减少(因为找工作容易了),而学校的课程也相对容易了(理论上减少了使用CHGG的可能)。

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2021-11-03 00:04

跌回了三年前, 我去