郭家耀: 长息向上港股短线料弱 内地高教行业前景看俏
正荣金融业务部副总裁郭家耀称,美股周四(13日)反弹,债息由高位回落,有利市场气氛,刺激三大指数录得显着升幅收市。美元於低位徘徊,美国十年期债息回落至1.65厘水平,油价高位有回吐,金价表现向好。港股预托证券大致偏软,预料大市早段跟随低开。
内地股市跟随外围向下,沪综指低开低走,收市下跌0.9%,沪深两市成交额略为增加。
港股昨日急挫,主要受外围拖累,市场忧虑通胀升温,带动长期息口向上,不利股市估值,加上新经济股继续受监管消息及业绩因素困扰,短线港股走势继续向淡,预料指数进一步下试27,500点支持,上方阻力在28,500点附近。
另内地媒体报道,《中华人民共和国民办教育促进法实施条例》终稿即将落实,并於2021年9月1日起开始实施。市场流传《实施条例》将明确禁止义务教育阶段民办学校关联交易,其他民办学校依照公开、公平、公允原则,可合法进行关联交易。
任何社会组织和个人不得通过兼并收购、协议控制等方式控制实施义务教育的民办学校、实施学前教育的非营利性民办学校,明确禁止义务教育阶段的收购。政策加强对义务教育阶段的兼并收购及协议控制的限制,断绝义务教育民办学校的收购扩张,同时也为义务教育民办学校VIE架构合法性带来挑战。民促法实施条例落地将进一步消除政策不确定性,有望提升民办高教板块估值。高教行业业务稳定,业绩增长理想,前景仍然乐观。
(笔者为证监会持牌人,没持有上述股份)~
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