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，...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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
回复
点赞
举报
frankiezhy
·2021-07-24
跌的她妈都不认得了😷
回复
点赞
举报
大脸猫拓母
·2021-07-23
在线教育凉了，跌到退市了
回复
2
举报
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
回复
1
举报
收起
- Ivy8866:
  抄了，哈哈，小赚，没有大赚[捂脸]
  2021-08-26
  回复
  举报
- SURE3:
  抄底了吗哈哈哈
  2021-07-27
  回复
  举报
- Ivy8866:
  看涨新东方，而且回头定会大涨
  2021-07-23
  回复
  举报
零点来一瓶西北狼
·2021-07-23
凉凉了
回复
点赞
举报
收起
- 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
  回复
  举报
阿呆宝
·2021-07-23
国家队收搳民企！网传！
回复
2
举报

热议股票

7x24

全部

关于我们·老虎社区守则·老虎社区账号管理规范·老虎社区服务协议·老虎社区隐私政策

公司名称：北京至简风宜信息技术有限公司

违法和不良信息投诉：010-5681-3562（工作时间9:30-18:30）

邮箱：service@laohu8.com

营业执照：91110105MA01A4U55R

ICP备：京ICP备18016422号

网安备：京公网安备11010502036490

关注我们

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/2153284985?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/0449833ee4bd3e2db783cdd1924d9ddc","is_english":false,"pubTime":"2021-07-23 19:03","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2153284985","market":"us","top_or_hot":-1,"title":"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","media":"21财经","content":"<div>\n<p>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，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202107231903167a57fccf&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>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</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n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\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-23 19:03 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202107231903167a57fccf&s=b><strong>21财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202107231903167a57fccf&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"EDU","symbol_name":"新东方","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202107231903167a57fccf&s=b","article_id":"2153284985","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/0449833ee4bd3e2db783cdd1924d9ddc"],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202107231903167a57fccf&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2153284985","pubTimestamp":1627038180,"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"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。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。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。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"EDU":"新东方","09901":"新东方-S"},"translate_title":"The online \"double reduction\" policy rules detonated bearish sentiment, and New Oriental Education & Technology fell more than 40%. It has explored two new key areas to hedge policy risks","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"09901":1,"EDU":1},"content_text":"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，思考乐教育（01769.HK）、新东方在线（01797.HK）、卓越教育集团（03978.HK）也遭遇20%以上跌幅。三者收盘价分别为2.53港元/股、5.92港元/股、1.06港元/股，跌幅分别超过28%、28%、21%。当日，香港恒生指数收跌1.45%，恒生科技指数收跌2.96%，教育、短视频板块跌幅居前。市场人士指出，此次教育股暴跌或起源于一份流传的名为《关于进一步减轻义务教育阶段学生作业负担和校外培训负担的意见》的文件，其中披露的多项政策被市场解读为将对校外培训行业带来重大影响。不过这份文件目前还无法证明其真实性。公开报道显示，5月21日，中央全面深化改革委员会第十九次会议审议通过了《关于进一步减轻义务教育阶段学生作业负担和校外培训负担的意见》（以下简称“双减”意见）。本次会议指出，义务教育最突出的问题之一是中小学生负担太重，短视化、功利化问题没有根本解决。特别是校外培训机构无序发展，“校内减负、校外增负”现象突出。减轻学生负担，根本之策在于全面提高学校教学质量，做到应教尽教，强化学校教育的主阵地作用。 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 编辑：张玉洁）","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":174899366,"gmtCreate":1627089154155,"gmtModify":1627089154155,"author":{"id":"3569012473756031","authorId":"3569012473756031","name":"WangYian","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3569012473756031","authorIdStr":"3569012473756031"},"htmlText":"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","listText":"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","text":"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","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/174899366","repostId":2153284985,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":174100567,"gmtCreate":1627083585959,"gmtModify":1627091259901,"author":{"id":"3516765230373197","authorId":"3516765230373197","name":"frankiezhy","avatar":"https://static.tigerbbs.com/1501e11b3ddaa7713781f751ed674f9f","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3516765230373197","authorIdStr":"3516765230373197"},"htmlText":"跌的她妈都不认得了😷","listText":"跌的她妈都不认得了😷","text":"跌的她妈都不认得了😷","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/174100567","repostId":2153284985,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":175750879,"gmtCreate":1627050006991,"gmtModify":1627050006991,"author":{"id":"3520552010131404","authorId":"3520552010131404","name":"大脸猫拓母","avatar":"https://static.tigerbbs.com/65cda5a6021f291f63a5d024d749bbe0","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3520552010131404","authorIdStr":"3520552010131404"},"htmlText":"在线教育凉了，跌到退市了","listText":"在线教育凉了，跌到退市了","text":"在线教育凉了，跌到退市了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/175750879","repostId":2153284985,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":175443603,"gmtCreate":1627047783902,"gmtModify":1627047783902,"author":{"id":"3561065962850680","authorId":"3561065962850680","name":"Ivy8866","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3561065962850680","authorIdStr":"3561065962850680"},"htmlText":"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","listText":"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","text":"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","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/175443603","repostId":2153284985,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5656975,"gmtCreate":1629985731162,"gmtModify":1629985731162,"authorId":3561065962850680,"author":{"id":3561065962850680,"idStr":"3561065962850680","authorId":3561065962850680,"name":"Ivy8866","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":175443603,"type":1,"supId":5342218,"prevId":0,"content":"抄了，哈哈，小赚，没有大赚[捂脸]","text":"抄了，哈哈，小赚，没有大赚[捂脸]","html":"抄了，哈哈，小赚，没有大赚[捂脸]"},{"id":5342218,"gmtCreate":1627355397239,"gmtModify":1627356825503,"authorId":3583926351343504,"author":{"id":3583926351343504,"idStr":"3583926351343504","authorId":3583926351343504,"name":"SURE3","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":175443603,"type":1,"supId":0,"prevId":0,"content":"抄底了吗哈哈哈","text":"抄底了吗哈哈哈","html":"抄底了吗哈哈哈"},{"id":5307328,"gmtCreate":1627047824455,"gmtModify":1627047824455,"authorId":3561065962850680,"author":{"id":3561065962850680,"idStr":"3561065962850680","authorId":3561065962850680,"name":"Ivy8866","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":175443603,"type":1,"supId":0,"prevId":0,"content":"看涨新东方，而且回头定会大涨","text":"看涨新东方，而且回头定会大涨","html":"看涨新东方，而且回头定会大涨"}],"langContent":"CN"},{"id":175497285,"gmtCreate":1627045498147,"gmtModify":1627045498147,"author":{"id":"3487599334006236","authorId":"3487599334006236","name":"零点来一瓶西北狼","avatar":"https://static.tigerbbs.com/e181858b0874ea5736f8174379e319d3","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3487599334006236","authorIdStr":"3487599334006236"},"htmlText":"凉凉了","listText":"凉凉了","text":"凉凉了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/175497285","repostId":2153284985,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5307993,"gmtCreate":1627049585230,"gmtModify":1627049585230,"authorId":3547615966105413,"author":{"id":3547615966105413,"idStr":"3547615966105413","authorId":3547615966105413,"name":"散户头子OvO","avatar":"https://static.tigerbbs.com/138fd2ebd9ed79c81265106354956be7","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":175497285,"type":1,"supId":0,"prevId":0,"content":"新东方这么大 不可能退市吧 找到对策肯定那就起飞","text":"新东方这么大 不可能退市吧 找到对策肯定那就起飞","html":"新东方这么大 不可能退市吧 找到对策肯定那就起飞"}],"langContent":"CN"},{"id":175409558,"gmtCreate":1627044792474,"gmtModify":1627044792474,"author":{"id":"3447668806852675","authorId":"3447668806852675","name":"阿呆宝","avatar":"https://static.tigerbbs.com/2ec16097061155007daddaf7a9a17206","vip":1,"hat":"https://static.tigerbbs.com/6444b4970948c1077534c593eccd6d16","crmLevel":2,"crmLevelSwitch":1,"idStr":"3447668806852675","authorIdStr":"3447668806852675"},"htmlText":"国家队收搳民企！网传！","listText":"国家队收搳民企！网传！","text":"国家队收搳民企！网传！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/175409558","repostId":2153284985,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":12,"commentSize":6,"repostSize":0,"favoriteSize":5,"likeStatus":false,"favoriteStatus":false}}