港股教育股繼續反彈 機構:教培行業面臨監管趨嚴的大趨勢
格隆匯5月26日丨隔夜中概教育股逆勢大漲刺激,今早港股市場教育股繼續延續昨日下午的反彈走勢。新東方在線漲5.3%,思考樂教育漲近5%,天立教育漲近3%、新東方-S漲1.2%。此前一則網傳消息使得教育股遭遇重挫,但昨日傳聞被澄清。不過,機構普遍認為教培行業面臨監管趨嚴的大趨勢。東吳證券稱,“雙減”意見給火爆的教育培訓行業帶來一定程度的降温。K12教培行業或將面臨監管趨嚴,辦學資質審核,收費管理,資本化運動等都將面臨一定監管。線上教育之前通過廣吿獲客,轉化增長的邏輯或將有所改變。民生證券稱,未來課外輔導市場加大監管力度或成為常態。

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