10月2日,在美上市的中概股集体反弹,而在线教育股成为重点关注行业。从好未来等个股盘前涨超10%可见,本轮行业涨势的驱动力正源于中国政府新一轮经济刺激政策的利好效应。
本轮刺激措施包括降低银行存款准备金率、降息、放松限购等,旨在为企业降低经营成本、支持房地产市场、鼓励消费等,全面刺激经济增长。对此,不少投资机构认为,行业政策的放松为中国股市带来了直接利好,增强了投资者对教育等行业长期增长潜力的信心。
令人振奋的是,此轮刺激措施不仅推动部分外资"重返中国",大规模增持中国资产,更令投资大师们看到了A股重新焕发生机的曙光。被誉为"新兴市场教父"的马克·麦朴思表示,本轮刺激的力度与时机均超出预期,资本市场已经迅速向好,大有可为。但转化为长期可持续增长,还需政策的延续以及更多改革措施的支持。
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