今年以来，港A股市场呈现明显的“慢牛”行情，在这轮中国资产重估浪潮中，教育板块整体表现可圈可点，板块修复之际，市场信心也在逐步升温。眼下，随着牛市步入新的阶段，市场资金在高位中趋于谨慎，更倾向于配置具备高可见度的景气行业，以求做到“攻守兼备”，而教育板块特别是民办高等教育领域，高校公司凭借其资产扎实，预收账款现金流好，同时拥有明确的增长预期，恰好满足了这一需求。近期笔者留意到中国春来也即将发布年度...
Source Link今年以来，港A股市场呈现明显的“慢牛”行情，在这轮中国资产重估浪潮中，教育板块整体表现可圈可点，板块修复之际，市场信心也在逐步升温。眼下，随着牛市步入新的阶段，市场资金在高位中趋于谨慎，更倾向于配置具备高可见度的景气行业，以求做到“攻守兼备”，而教育板块特别是民办高等教育领域，高校公司凭借其资产扎实，预收账款现金流好，同时拥有明确的增长预期，恰好满足了这一需求。近期笔者留意到中国春来也即将发布年度...
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