网传“双减”政策细则引爆看空情绪，新东方跌逾40%，已探索两大新重点领域对冲政策风险_老虎社区_美港股上老虎

网传“双减”政策细则引爆看空情绪，新东方跌逾40%，已探索两大新重点领域对冲政策风险

21财经2021-07-23

7月23日下午，港股教育股突然集体崩盘。14时，新东方-S（09901.HK）跌幅突然扩大，于14:17、14:28、14:59、15:05、15:13五次触发市调机制，令5分钟内股价价格跌幅受到限制。15:18，股价一度暴跌至25.20港元/股，较开盘价51.00港元/股几近腰斩。最终，新东方-S报收30.20港元/股，比7月22日收盘价大跌40.61%，日内总市值蒸发超过350亿港元。此外，...

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WangYian
·2021-07-24
资本不会骗人，跌这么厉害，应该是凉了，有可能退市了，该割肉的赶紧割肉
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frankiezhy
·2021-07-24
跌的她妈都不认得了😷
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大脸猫拓母
·2021-07-23
在线教育凉了，跌到退市了
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Ivy8866
·2021-07-23
刚仔细查过了，并没有官方说的40号文件，官方的文件并没有查到，看好了，过两天一定会出来辟谣，再说了为什么教育不允许资本参与，没有资本参与的东西谁会有动力做好阿，成功的教育会因资本恰当的参与发展的我更好，别动不动就说资本邪恶，哪家伟大的企业不是因为有资本的参与发展起来的
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- Ivy8866:
  抄了，哈哈，小赚，没有大赚[捂脸]
  2021-08-26
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- SURE3:
  抄底了吗哈哈哈
  2021-07-27
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- Ivy8866:
  看涨新东方，而且回头定会大涨
  2021-07-23
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零点来一瓶西北狼
·2021-07-23
凉凉了
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- 散户头子OvO:
  新东方这么大不可能退市吧找到对策肯定那就起飞
  2021-07-23
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阿呆宝
·2021-07-23
国家队收搳民企！网传！
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要深化教育教学改革，提升课堂教学质量，优化教学方式，全面压减作业总量，降低考试压力。要鼓励支持学校开展各种课后育人活动，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，提高教育教学水平，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。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，不能让良心的行业变成逐利的产业。要完善相关法律，依法管理校外培训机构。各级党委和政府要强化主体责任，做实做细落实方案，科学组织、务求实效，依法规范教学培训秩序，加强权益保护，确保改革稳妥实施。权威文件出台后，主管机构迅速推进。7月13日，教育部官网上线“‘双减’在行动”专栏，截至7月23日，已有8省教育部门介绍推进“双减”工作的经验。也是在7月13日，教育部召开新闻通气会表示，课后服务将在今年秋季开学后实现义务教育学校全覆盖，并努力实现有需要的学生全覆盖。课后服务推行“5+2”模式，即学校每周5天都要开展课后服务，每天至少开展2小时，结束时间要与当地正常下班时间相衔接。西南证券7月21日的一份研报指出，针对“双减”意见，新东方多个分校经营范围已发生变更。有媒体此前报道称新东方正在拓展素质教育培训，素质类和托管类是新东方各分校此次新增业务范围的两大重点领域。托育托管服务、科技培训、家庭教育均成为新增经营范围，从中也能看到新东方新业务探索的方向。（作者：钱奕昀 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