港A兩市在線教育股走強 新東方在線(1797.HK)漲超10%
格隆匯7月9日丨港A兩市在線教育股繼續走強,港股市場新東方在線(1797.HK)漲超10%,網龍漲7%;A股市場天舟文化、盛通股份漲停,世紀天鴻、方直科技漲超4%。據悉,暑假來臨,到教育機構諮詢暑假班和秋季班的家長明顯增多,尤其是選擇線上教育的家長較往年增加。業內人士指出,K12教培需求提升,在線教育持續受益政策利好,市場空間有望達到1500億元,行業供給格局向頭部企業集中,看好具備線下一體化能力的公司。野村亦指,新東方在線的網上K12小班教學產品有獨特及市場領導地位,重申其“買入”評級,目標價41港元。


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