股市资讯 | 教育中概股(美国,香港)集体下跌

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美股

截至北京时间8月14日凌晨,美股周一收跌,道指录得连续第四个交易日下滑。土耳其金融危机继续发酵,令全球投资者信心受到抑制。

截止收盘,道指跌125.44点,或0.5%,报25,187.70点;标普500指数跌11.35点,或0.4%,报2,821.93点;纳指跌19.40点,或0.25%,报7,819.71点。

焦点股关注:

特斯拉(TSLA)周一收高0.26%。该公司CEO马斯克周一表示,他仍在与该沙特基金的董事总经理进行沟通,讨论提供资金令特斯拉私有化一事。马斯克称,沙特基金表示支持根据财务和其他尽职调查的进展推进此事,并推进内部评估程序以获得批准。

中概教育股暴跌

2017年以来,包括新东方在线、沪江教育等多家教育机构谋求赴港上市,港股似乎迎来教育板块的春天。然而,8月13日,在港上市的内地教育股和在美上市教育股出现集体大跌,一些股票跌幅接近40%。

美股周一开盘,在美上市的中概教育股也集体跳水。美股盘初,好未来(TAL)盘内最大跌至5.12%,新东方(EDU)低开4.22%,红黄蓝(RYB)低开10.63%。截至收盘,好未来(TAL)跌2.4%,报33.77美元。新东方(EDU)跌2.0%,报85.25美元,红黄蓝(RYB)跌2.83%,报20.94美元。

教育板块暴跌背后直指8月10日(上周五)司法部官网发布《民办教育促进法实施条例(修订草案)(送审稿)》(简称《民促法“送审稿”》),《民促法“送审稿”》对不得兼并收购非营利性民办学校等问题作出了明确监管要求,与今年4月发布的征求意见稿相比修改较大。

   

港股

北京时间8月13日,耳其货币里拉急贬引发新兴市场危机,美汇指数升破96,加上港美息差扩阔下港汇持续弱势,市场忧虑新一轮走资再现。周一开盘,恒生指数低开1.44%,失守28000点,此后跌幅有所扩大,午后恒指跌幅收窄。

截至收盘,恒指跌1.52%,报27936.57点;国企指数跌1.61%,报10766.51点;红筹指数跌1.92%,报4192.11点。大市成交834.6亿港元。

沪港通资金流向方面,沪股通净流出0.65亿,港股通(沪)净流入为11.16亿。

深港通资金流向方面,深股通净流入3.87亿,港股通(深)净流入为0.91亿。

焦点股关注:
 
教育股遭遇重挫,集体暴跌。其中,睿见教育(6068)跌了39.77%;枫叶教育(1317)跌了31.08%;宇华教育(6169)跌了36.57%;新高教集团(2001)跌31%。

8月10日晚,司法部发布的《中华人民共和国民办教育促进法实施条例 (修订草案) (送审稿) 》 (以下简称送审稿) 便明确提出,“公办学校参与举办非营利性民办学校时,不得以品牌输出方式获得收益。”

送审稿”的6处变化中,最值得重点关注的变化有两点:

1. “公办学校不得举办或者参与举办营利性民办学校。公办学校举办或者参与举办非营利性民办学校的,应当经主管部门批准,并不得利用国家财政性经费,不得影响公办学校教学活动,不得以品牌输出方式获得收益”。

2. 增加了“实施集团化办学的,不得通过兼并收购、加盟连锁、协议控制等方式控制非营利性民办学校”。

 

中国A股

北京时间8月13日,周一开盘上证深证两大股指大幅低开后,维持低位震荡走势,之后在国产软件、芯片概念股走强下,两大股指持续反弹。

截止收盘,沪指报2785.87点,跌0.34%,成交1294.61亿元;深成指报8844.86点,涨0.36%,成交1711.16亿元。

从盘面上,国产软件、5G、高送转居板块涨幅榜前列,啤酒、银行、租售同权居板块跌幅榜前列。

热点板块:

5G概念股逆市走强,全天领涨两市,高斯贝尔、新易盛、宜通世纪、邦讯技术等多股涨停,万马科技、永鼎股份、中兴通讯、东方通信、通宇通讯等个股均有大幅拉升表现。

国产软件板块再度走强,表现抢眼,中国软件、卫士通强势封涨停,用友网络、宝信软件、浪潮软件、东华软件、超图软件、石基信息等个股均有不俗表现。

明晟:A股纳入因子提升至5% 中兴通讯加入MSCI两大中国指数

明晟8月指数评估报告称,将实施中国A股纳入明晟中国指数的第二步,纳入因子2.5%提升至5%,将占明晟新兴市场指数权重0.75%。中国神华是新增加入明晟中国全股票指数最大市值A股,中兴通讯将被加入明晟中国全股票和A股在岸指数。

来源:东方财富网,新浪财经,同花顺,21世纪经济报道,彭博,华尔街见闻,辉立证券

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