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【异动】中概教育股盘前重挫，新东方跌超48%
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16:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月23日，中概教育股美股盘前重挫，<a href=\"https://laohu8.com/S/EDU\">新东方</a>跌超48%，<a href=\"https://laohu8.com/S/TAL\">好未来</a>跌超44%，<a href=\"https://laohu8.com/S/GOTU\">高途</a>跌超20%。</p>\n<p>据财新网报道，针对教培行业监管的“双减”文件（中办发{2021}40号文件）已正式落地。包括北京在内的多地市级地方教育部门工作人员均确认，已收到相关文件，正据此开展监管工作。</p>\n<p>同时，中金公司今日发布研报称，2021年5月21日，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》。我们预计“双减”政策后续将成文发布。此次教培行业的规范管理严格程度史无前例。</p>\n<p>教育部于6月成立校外教育培训监管司，其职责包括拟订校外教育培训规范管理政策、组织实施校外教育培训综合治理等。我们认为对于教培的规范化管理将持续进行。我们认为，未来校内、校外将并行落实“双减”政策，即学校发挥教育主体功能，校外培训机构规范管理。</p>\n<p>中金称，由于本次政策具体实施力度不确定性较大，我们根据五种不同监管力度的场景假设进行估值测算。同时我们选择较为悲观的监管场景假设4 (禁止周末1天及寒暑假)作为基准假设，对教培上市公司进行收入利润影响测算和目标价调整。我们下调新东方目标价53%至9.2美元，;下调好未来目标价67%至29美元，下调新东方在线目标价70%至12.2港元，</p>\n<p>此外，ADR中，下调新东方目标价53%至9.2美元，下调好未来目标价67%至29美元，下调有道目标价15%至29美元。</p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9730389e2c12f92286a75c147f1ce1db","relate_stocks":{"09901":"新东方-S","EDU":"新东方"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153079548","content_text":"7月23日，中概教育股美股盘前重挫，新东方跌超48%，好未来跌超44%，高途跌超20%。\n据财新网报道，针对教培行业监管的“双减”文件（中办发{2021}40号文件）已正式落地。包括北京在内的多地市级地方教育部门工作人员均确认，已收到相关文件，正据此开展监管工作。\n同时，中金公司今日发布研报称，2021年5月21日，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》。我们预计“双减”政策后续将成文发布。此次教培行业的规范管理严格程度史无前例。\n教育部于6月成立校外教育培训监管司，其职责包括拟订校外教育培训规范管理政策、组织实施校外教育培训综合治理等。我们认为对于教培的规范化管理将持续进行。我们认为，未来校内、校外将并行落实“双减”政策，即学校发挥教育主体功能，校外培训机构规范管理。\n中金称，由于本次政策具体实施力度不确定性较大，我们根据五种不同监管力度的场景假设进行估值测算。同时我们选择较为悲观的监管场景假设4 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10:27","market":"us","language":"zh","title":"港股异动 | 小米大涨6%创历史新高！总市值突破9000亿港元，雷军喊出造车目标30万辆","url":"https://stock-news.laohu8.com/highlight/detail?id=1175762145","media":"老虎资讯综合","summary":"本周五小米飙升4%创4年来新高，截至发稿报35.45港元，涨幅4.26%，已逼近历史新高35.9港元，公司股价去年已累涨超120%。","content":"<html><head></head><body><p>本周五（1月3日）港股早盘， <a href=\"https://laohu8.com/S/01810\">小米集团-W</a> 大涨6%，触及36港元创历史新高，截至发稿报35.75港元，涨幅5.15%，总市值突破9000亿港元，公司股价去年已累涨超120%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/71fe824b8df2b77cfd5bc64d6fcec1d6\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>新年前一天，小米集团创始人、董事长兼CEO雷军抢发小米汽车全年成绩单，并立下“2025年交付30万辆”的目标。</p><p style=\"text-align: justify;\">2024年4月，小米汽车首款车型SU7正式开启交付。从上市到交付，小米汽车的热度贯穿全年。11月，雷军表示，小米SU7交付已超10万辆，提前完成全年目标，将冲刺新目标全年交付13万辆。</p><p style=\"text-align: justify;\">从小米下场造车开始，“雷军”“小米”“SU7”已成为流量代名词，而小米SU7持续提升的订单量，让一众车企意识到流量与销量挂钩的重要性，因此2024年众多车企掌门人“卷”进直播间，开始直播带货模式。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/89ed7017add3faa018fcdf3c5e585b28\" title=\"\" tg-width=\"500\" tg-height=\"274\"/></p><p style=\"text-align: justify;\">不过，即便已经实现流量变现的小米汽车，雷军认为实现30万辆的年销目标也充满挑战，2025年将持续扩充产能，保障交付。</p><p style=\"text-align: justify;\">同时，小米汽车还将提速渠道布局。小米汽车相关人士表示，2024年12月小米汽车新增50家门店。2025年1月，小米汽车计划新增16家门店，预计新增覆盖呼和浩特、洛阳等6座城市。</p><p style=\"text-align: justify;\">此外，小米汽车第二款车型小米YU7也将于2025年上市。</p></body></html>","collect":0,"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>港股异动 | 小米大涨6%创历史新高！总市值突破9000亿港元，雷军喊出造车目标30万辆</title>\n<style 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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港股异动 | 小米大涨6%创历史新高！总市值突破9000亿港元，雷军喊出造车目标30万辆\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-01-03 10:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>本周五（1月3日）港股早盘， <a href=\"https://laohu8.com/S/01810\">小米集团-W</a> 大涨6%，触及36港元创历史新高，截至发稿报35.75港元，涨幅5.15%，总市值突破9000亿港元，公司股价去年已累涨超120%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/71fe824b8df2b77cfd5bc64d6fcec1d6\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>新年前一天，小米集团创始人、董事长兼CEO雷军抢发小米汽车全年成绩单，并立下“2025年交付30万辆”的目标。</p><p style=\"text-align: justify;\">2024年4月，小米汽车首款车型SU7正式开启交付。从上市到交付，小米汽车的热度贯穿全年。11月，雷军表示，小米SU7交付已超10万辆，提前完成全年目标，将冲刺新目标全年交付13万辆。</p><p style=\"text-align: justify;\">从小米下场造车开始，“雷军”“小米”“SU7”已成为流量代名词，而小米SU7持续提升的订单量，让一众车企意识到流量与销量挂钩的重要性，因此2024年众多车企掌门人“卷”进直播间，开始直播带货模式。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/89ed7017add3faa018fcdf3c5e585b28\" title=\"\" tg-width=\"500\" tg-height=\"274\"/></p><p style=\"text-align: justify;\">不过，即便已经实现流量变现的小米汽车，雷军认为实现30万辆的年销目标也充满挑战，2025年将持续扩充产能，保障交付。</p><p style=\"text-align: justify;\">同时，小米汽车还将提速渠道布局。小米汽车相关人士表示，2024年12月小米汽车新增50家门店。2025年1月，小米汽车计划新增16家门店，预计新增覆盖呼和浩特、洛阳等6座城市。</p><p style=\"text-align: justify;\">此外，小米汽车第二款车型小米YU7也将于2025年上市。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/99b330c7a5fe2b62c4d008bd67f85ddd","relate_stocks":{"81810":"小米集团-WR","01810":"小米集团-W","XIACY":"小米集团ADR"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175762145","content_text":"本周五（1月3日）港股早盘， 小米集团-W 大涨6%，触及36港元创历史新高，截至发稿报35.75港元，涨幅5.15%，总市值突破9000亿港元，公司股价去年已累涨超120%。新年前一天，小米集团创始人、董事长兼CEO雷军抢发小米汽车全年成绩单，并立下“2025年交付30万辆”的目标。2024年4月，小米汽车首款车型SU7正式开启交付。从上市到交付，小米汽车的热度贯穿全年。11月，雷军表示，小米SU7交付已超10万辆，提前完成全年目标，将冲刺新目标全年交付13万辆。从小米下场造车开始，“雷军”“小米”“SU7”已成为流量代名词，而小米SU7持续提升的订单量，让一众车企意识到流量与销量挂钩的重要性，因此2024年众多车企掌门人“卷”进直播间，开始直播带货模式。不过，即便已经实现流量变现的小米汽车，雷军认为实现30万辆的年销目标也充满挑战，2025年将持续扩充产能，保障交付。同时，小米汽车还将提速渠道布局。小米汽车相关人士表示，2024年12月小米汽车新增50家门店。2025年1月，小米汽车计划新增16家门店，预计新增覆盖呼和浩特、洛阳等6座城市。此外，小米汽车第二款车型小米YU7也将于2025年上市。","news_type":1,"symbols_score_info":{"81810":1.1,"XIACY":1.1,"01810":1.1}},"isVote":1,"tweetType":1,"viewCount":2124,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3495003197518806","authorId":"3495003197518806","name":"不破不立的锄药","avatar":"https://static.tigerbbs.com/3a10662c520d767f2927486660087bd7","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3495003197518806","idStr":"3495003197518806"},"content":"总会归于平淡。时间考验股价","text":"总会归于平淡。时间考验股价","html":"总会归于平淡。时间考验股价"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":175603237,"gmtCreate":1627027344329,"gmtModify":1627027976232,"author":{"id":"109059568316370","authorId":"109059568316370","name":"岳扬","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"109059568316370","idStr":"109059568316370"},"themes":[],"htmlText":"没有最低 只有更低","listText":"没有最低 只有更低","text":"没有最低 只有更低","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/175603237","repostId":"1153079548","repostType":4,"repost":{"id":"1153079548","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1627027259,"share":"https://www.laohu8.com/m/news/1153079548?lang=zh_CN&edition=full","pubTime":"2021-07-23 16:00","market":"other","language":"zh","title":"【异动】中概教育股盘前重挫，新东方跌超48%","url":"https://stock-news.laohu8.com/highlight/detail?id=1153079548","media":"老虎资讯综合","summary":"7月23日，中概教育股美股盘前重挫，新东方跌超48%，好未来跌超44%，高途跌超20%。\n据财新网报道，针对教培行业监管的“双减”文件（中办发{2021}40号文件）已正式落地。包括北京在内的多地市级","content":"<p>7月23日，中概教育股美股盘前重挫，<a href=\"https://laohu8.com/S/EDU\">新东方</a>跌超48%，<a href=\"https://laohu8.com/S/TAL\">好未来</a>跌超44%，<a href=\"https://laohu8.com/S/GOTU\">高途</a>跌超20%。</p>\n<p>据财新网报道，针对教培行业监管的“双减”文件（中办发{2021}40号文件）已正式落地。包括北京在内的多地市级地方教育部门工作人员均确认，已收到相关文件，正据此开展监管工作。</p>\n<p>同时，中金公司今日发布研报称，2021年5月21日，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》。我们预计“双减”政策后续将成文发布。此次教培行业的规范管理严格程度史无前例。</p>\n<p>教育部于6月成立校外教育培训监管司，其职责包括拟订校外教育培训规范管理政策、组织实施校外教育培训综合治理等。我们认为对于教培的规范化管理将持续进行。我们认为，未来校内、校外将并行落实“双减”政策，即学校发挥教育主体功能，校外培训机构规范管理。</p>\n<p>中金称，由于本次政策具体实施力度不确定性较大，我们根据五种不同监管力度的场景假设进行估值测算。同时我们选择较为悲观的监管场景假设4 (禁止周末1天及寒暑假)作为基准假设，对教培上市公司进行收入利润影响测算和目标价调整。我们下调新东方目标价53%至9.2美元，;下调好未来目标价67%至29美元，下调新东方在线目标价70%至12.2港元，</p>\n<p>此外，ADR中，下调新东方目标价53%至9.2美元，下调好未来目标价67%至29美元，下调有道目标价15%至29美元。</p>\n<p></p>","collect":0,"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\" 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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【异动】中概教育股盘前重挫，新东方跌超48%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-07-23 16:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月23日，中概教育股美股盘前重挫，<a href=\"https://laohu8.com/S/EDU\">新东方</a>跌超48%，<a href=\"https://laohu8.com/S/TAL\">好未来</a>跌超44%，<a href=\"https://laohu8.com/S/GOTU\">高途</a>跌超20%。</p>\n<p>据财新网报道，针对教培行业监管的“双减”文件（中办发{2021}40号文件）已正式落地。包括北京在内的多地市级地方教育部门工作人员均确认，已收到相关文件，正据此开展监管工作。</p>\n<p>同时，中金公司今日发布研报称，2021年5月21日，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》。我们预计“双减”政策后续将成文发布。此次教培行业的规范管理严格程度史无前例。</p>\n<p>教育部于6月成立校外教育培训监管司，其职责包括拟订校外教育培训规范管理政策、组织实施校外教育培训综合治理等。我们认为对于教培的规范化管理将持续进行。我们认为，未来校内、校外将并行落实“双减”政策，即学校发挥教育主体功能，校外培训机构规范管理。</p>\n<p>中金称，由于本次政策具体实施力度不确定性较大，我们根据五种不同监管力度的场景假设进行估值测算。同时我们选择较为悲观的监管场景假设4 (禁止周末1天及寒暑假)作为基准假设，对教培上市公司进行收入利润影响测算和目标价调整。我们下调新东方目标价53%至9.2美元，;下调好未来目标价67%至29美元，下调新东方在线目标价70%至12.2港元，</p>\n<p>此外，ADR中，下调新东方目标价53%至9.2美元，下调好未来目标价67%至29美元，下调有道目标价15%至29美元。</p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9730389e2c12f92286a75c147f1ce1db","relate_stocks":{"09901":"新东方-S","EDU":"新东方"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153079548","content_text":"7月23日，中概教育股美股盘前重挫，新东方跌超48%，好未来跌超44%，高途跌超20%。\n据财新网报道，针对教培行业监管的“双减”文件（中办发{2021}40号文件）已正式落地。包括北京在内的多地市级地方教育部门工作人员均确认，已收到相关文件，正据此开展监管工作。\n同时，中金公司今日发布研报称，2021年5月21日，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》。我们预计“双减”政策后续将成文发布。此次教培行业的规范管理严格程度史无前例。\n教育部于6月成立校外教育培训监管司，其职责包括拟订校外教育培训规范管理政策、组织实施校外教育培训综合治理等。我们认为对于教培的规范化管理将持续进行。我们认为，未来校内、校外将并行落实“双减”政策，即学校发挥教育主体功能，校外培训机构规范管理。\n中金称，由于本次政策具体实施力度不确定性较大，我们根据五种不同监管力度的场景假设进行估值测算。同时我们选择较为悲观的监管场景假设4 (禁止周末1天及寒暑假)作为基准假设，对教培上市公司进行收入利润影响测算和目标价调整。我们下调新东方目标价53%至9.2美元，;下调好未来目标价67%至29美元，下调新东方在线目标价70%至12.2港元，\n此外，ADR中，下调新东方目标价53%至9.2美元，下调好未来目标价67%至29美元，下调有道目标价15%至29美元。","news_type":1,"symbols_score_info":{"09901":0.9,"EDU":0.9}},"isVote":1,"tweetType":1,"viewCount":1659,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
