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港股異動 | 內地教育股走強 高盛、景林資產等頂流機構加倉帶動
格隆匯11月17日丨港股內地教育股走強,其中新東方,中國東方教育漲6%,希望教育漲5%,思考樂教育,銀杏教育,建橋教育漲3%,天立教育漲2%。高盛向美國SEC遞交的第三季度持倉報吿(13F)顯示,該行在大量買入了新東方和好未來等教育股。按照建倉買入或增持的股數排名來看,新東方、好未來、精鋭教育等教育類股票均獲其大幅加倉,新東方三季度獲高盛增持2837萬股,環比增幅達352%;增持好未來近2138萬股,環比增幅達738%;增持精鋭教育1510萬餘,環比增幅達89%;景林資產在美國SEC公佈了今年三季度末的美股持倉情況,截至今年三季度末,景林資產持倉市值達24.75億美元,教育股獲其大幅加倉。數據顯示,景林資產三季度加倉新東方788.2萬股,環比增持幅度達1,113%,好未來也獲其增持13.7萬股,三季度末持倉增至106.08萬股。值得注意的是,今年二季度景林就加倉好未來18.2萬股。

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