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郭家耀: 長息向上港股短線料弱 內地高教行業前景看俏
阿思達克 05-14 10:12
正榮金融業務部副總裁郭家耀稱,美股周四(13日)反彈,債息由高位回落,有利市場氣氛,刺激三大指數錄得顯著升幅收市。美元於低位徘徊,美國十年期債息回落至1.65厘水平,油價高位有回吐,金價表現向好。港股預託證券大致偏軟,預料大市早段跟隨低開。

內地股市跟隨外圍向下,滬綜指低開低走,收市下跌0.9%,滬深兩市成交額略為增加。

港股昨日急挫,主要受外圍拖累,市場憂慮通脹升溫,帶動長期息口向上,不利股市估值,加上新經濟股繼續受監管消息及業績因素困擾,短線港股走勢繼續向淡,預料指數進一步下試27,500點支持,上方阻力在28,500點附近。

另內地媒體報道,《中華人民共和國民辦教育促進法實施條例》終稿即將落實,並於2021年9月1日起開始實施。市場流傳《實施條例》將明確禁止義務教育階段民辦學校關聯交易,其他民辦學校依照公開、公平、公允原則,可合法進行關聯交易。

任何社會組織和個人不得通過兼併收購、協議控制等方式控制實施義務教育的民辦學校、實施學前教育的非營利性民辦學校,明確禁止義務教育階段的收購。政策加強對義務教育階段的兼併收購及協議控制的限制,斷絕義務教育民辦學校的收購擴張,同時也為義務教育民辦學校VIE架構合法性帶來挑戰。民促法實施條例落地將進一步消除政策不確定性,有望提升民辦高教板塊估值。高教行業業務穩定,業績增長理想,前景仍然樂觀。

(筆者為證監會持牌人,沒持有上述股份)~

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