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中信證券:教育板塊信心有望回暖,建議把握回調積極佈局
格隆匯 08-06 08:36
中信證券指出,上週美股兩家教培龍頭公司業績披露後,股價調整較大,我們認為兩家的業績波動因素主要來自各自的業務投入節奏原因,而非板塊性因素。暑期來看,行業內多數上市公司均有望持續保持增長,行業景氣度依舊。當下板塊情緒受龍頭公司表現影響有所波動,未來我們認為伴隨政策端催化(本週國務院在《關於促進服務消費高質量發展的意見》提到“教育和培訓消費”)和各公司業績的逐步兑現,板塊信心有望回暖,各公司估值均處於低位,建議把握回調積極佈局。
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