The K12 education concept includes major Hong Kong-listed companies that provide pre-school to high school education business.
Driven by technology and policy, the Education Industry pattern and valuation are expected to be restructured.
At the economic themed press conference on March 5, Zheng Zhanjie, the director of the National Development and Reform Commission, introduced plans to expand the supply of high-quality Education resources, continue to promote the quality upgrade of higher education, and further increase the scale of undergraduate enrollment in 'Double First Class' Universities.
Two major fields and six thematic Sectors! Goldman Sachs dissects the AI investment framework in China, with 22 most favored Hong Kong and US stocks.
This year, the explosive success of DeepSeek has shaken Wall Street, drawing global capital attention to China’s assets and triggering a "revaluation bull market" for China’s core technology assets. According to foreign institutions, DeepSeek's stunning debut, the booming development of the robotics industry, and the gradual introduction and effectiveness of stable growth policies have rapidly increased the attractiveness of Chinese assets.
The Earnings Reports did not meet market expectations, and New Oriental's Hong Kong stocks briefly plummeted over 30%!
The market's punishment for Earnings Reports season being 'below expectations' is a bit harsh.
U.S. stocks closed higher | All three major indexes rose, with the Dow up over 1%, and NVIDIA rising more than 2% to regain the top position in Market Cap; U.S. space Concept stocks were strong, with RKLB soaring 30%.
On the first trading day of Trump's return to the White House, the Dow rose more than 1%, the chip Index rose over 2% at its peak, after multiple Institutions downgraded it, Apple fell over 3%, and NVIDIA surpassed to reclaim the Global Market Cap throne. Tesla turned down, Trump's media fell 11%, and Oracle, which will collaborate with SoftBank to invest in USA AI Infrastructure, rose over 7%. Netflix's Earnings Reports were Bullish, rising over 10% after hours. The China concept Index rose over 1% before turning down, New Oriental fell over 23%, and Xpeng Autos rose over 6%. Long-term bonds in Europe and the USA led gains, the dollar hit a two-week low, the Canadian dollar and Mexican peso fell, the offshore yuan briefly fell below 7.29 yuan, Trump's coin turned up, US oil fell as much as 3%, and Gold rose over 1% to its highest in more than two months.
One Week Preview | The USA presidential inauguration is approaching! The Trump 2.0 era will officially begin; Netflix's earnings will be released with great significance early Wednesday morning.
The World Economic Forum Annual Meeting 2025 will be held from January 20 to 24 in Davos-Klosters, Switzerland, with Trump expected to give a speech on Thursday (23rd); the Bank of Japan will announce its latest interest rate decision next Friday.
The Hang Seng Index quarterly review is finalized! The csi consumer 360 index share has increased. Who is likely to be included in the Hong Kong Stock Connect in the future?
New Oriental and Kuaishou are included in the Hang Seng Index, new world dev is excluded; PICC P&C is included in the Hang Seng SOE, Longfor Group is excluded; Midea is included in the Hang Seng technology, Weibo is excluded.