《中概股》憂行業政策風險 中概教育股盤前交易時段重挫
市場擔心內地教育行業面臨政策風險,今日(23日)港股教育股急挫。美股中概教育股開市前時段亦重挫,好未來(TAL.US)盤前跌50.2%,報10.22美元;高途(GOTU.US)盤前跌54.5%,報4.36美元;新東方(EDU.US)盤前跌43.8%,報3.6美元。樸新教育(NEW.US)、洪恩教育(IH.US)、精銳教育(ONE.US)及網易有道(DAO.US)盤前亦跌約23%至33%。
第一高中教育集團(FHS.US)、華富教育(WAFU.US)、尚德機構(STG.US)盤前亦跌4.8%至6%。甚至主攻非義務教育階段,幼兒教育的紅黃藍(RYB.US)盤前亦跌7.6%,報4.58美元。
中金髮表報告表示,國家主席習近平5月21日主持召開中央全面深化改革委員會會議,審議通過《關於進一步減輕義務教育階段學生作業負擔和校外培訓負擔的意見》,料「雙減」政策後續將成文發佈,而該行認爲此次教培行業的監管嚴格程度爲史無前例。
中金認爲「雙減」政策及配套政策對全國國民教育、社會發展具有長久而深遠的影響,該行料未來校內、校外將一起落實「雙減」政策,即學校發揮教育主體功能,校外培訓機構規範管理。而該行亦認爲本次政策具體實施力度不確定性較大。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.