民營醫療機構股集體閃崩!什麼情況?
市場低開低走,雖然上午有神祕力量爆拉券商護盤,也難以阻擋空頭情緒釋放。10點半達到日內小高潮後,三大指數繼續下挫,探底早盤低點。
早上的希望,瞬間抹滅,恐慌情緒再次蔓延。

午後,盈利性醫療機構突然閃崩,愛爾眼科一度跌超11%,等市場反應過來後,恐慌繼續蔓延。
截至發稿,愛爾跌超16%,通策醫療奔向跌停,ST國醫瞬間跌停,更誇張的是港股雍禾醫療暴跌25%,此外,港股海吉亞醫療、固生堂跌超30%,錦欣生殖跌近20%。

消息面上,網上流傳着一份國家衞生健康委體制改革司關於請協助提供有關研究資料的函,裏面大致是請各專家們提供三方面的研究資料。

一是營利性醫療機構上市融資是否符合康產業發展的政策導向;二是利性醫療機構上市融資是否會在醫療行業內產生不良示範效應;三是營利性醫療機構上市品融資是否會導致社會資本在醫療領域無序擴張風險。
這份文件中特意提到民營營利性醫療機構,要研究的是這些機構融資是否健康,是否會導致社會資本在醫療領域無序擴張風險。
還沒研究,只是協助提供數據,就把原本夠恐慌的市場直接嚇懵了。有不少股民就懷疑了,醫療機構會不會也像教育、房地產、互聯網一樣,遭到一紙監管?
可以看到愛爾眼科,通策醫療,西安國際醫學等民營上市公司午後拋盤變大,短時間大幅下挫,甚至是港股做直髮的雍禾醫療也難以倖免。
這份文件在網上廣為流傳,引起一陣小恐慌,但民營醫療機構是否如教育、房地產這類受到強監管還是個未知數。
可以明確的是,現在市場風險偏好處於一個極度悲觀的狀態,任何風吹草動的消息,都有可能引發籌碼鬆動,甚至是資本逃亡。
短期來看,切莫隨意抄底,不妨等這段風聲過去,大家理性下來再考慮估值、基本面的事。
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