郭家耀: A股拾升轨港股料战29,500 教育板块受制监管
正荣金融业务部副总裁郭家耀称,美股周二(25日)先升後跌,大市倾向个别发展,三大指数均录得温和跌幅收市。美元走势持续向下,美国十年期债息下跌至1.55厘水平,金价突破1,900美元关口,油价亦反覆向好。港股预托证券缺乏方向,预料大市早段温和低开。
内地股市表现向好,沪综指高开高走,收市上升2.4%,沪深两市成交额突破万亿元水平。
港股跟随内地股市向好,科网股领导大市上升,指数收复所有移动平均线水平,逼近29,000点关口,大市成交增加至1,600亿元水平。内地股市重拾动力,有利大市向好,预料指数有望上试29,500点阻力,下方支持上移至28,500点水平。
另国家主席习近平日前主持中央全面深化改革委员会会议,明言要加强管理规范校外培训机构,严查借机敛财、虚假宣传的机构,以及严禁随意资本化运作。会议指出,义务教育最突出的问题之一是中小学生负担太重,短视化、功利化问题没有根本解决,特别是校外培训机构无序发展,「校内减负、校外增负」现象突出。减轻学生负担,根本之策在於全面提高学校教学品质,做到应教尽教,强化学校教育的主阵地作用。
要深化教育教学改革,提升课堂教学品质,优化教学方式,全面减轻作业总量,降低考试压力。要鼓励支持学校开展各种课後活动,满足学生的多样化需求。要加强教师队伍建设,优化教师资源配置,提高教学水平,依法保障教师权益和待遇。会议强调,要全面规范管理校外培训机构,坚持从严治理,对存在不符合资质、管理混乱、借机敛财、虚假宣传、与学校勾连牟利等问题的机构,要严肃查处。还要明确培训机构收费标准,加强预收费监管,严禁随意资本化运作。要完善相关法律,依法管理校外培训机构。义务教育继续受政策关注,加上实际操作仍有待厘清,短期板块仍难望有太大反弹。
(笔者为证监会持牌人,没持有上述股份)~
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