(以下内容从国金证券《传媒互联网产业行业研究:逐步回归平静》研报附件原文摘录)本周观点逐步回归平静:教育:景气略有承压,国内中小机构供给增加,竞争边际加剧,龙头阿尔法能力逐渐趋稳。据教育部,2026届全国普通高校毕业生规模预计同比增加48万人至1270万人,2026年全国硕士研究生考试报名人数同比下降45万至343万。奢侈品与博彩:受益于财富效应,内地高端消费景气有所回暖。据太阳报,全球最大眼镜...
Source Link(以下内容从国金证券《传媒互联网产业行业研究:逐步回归平静》研报附件原文摘录)本周观点逐步回归平静:教育:景气略有承压,国内中小机构供给增加,竞争边际加剧,龙头阿尔法能力逐渐趋稳。据教育部,2026届全国普通高校毕业生规模预计同比增加48万人至1270万人,2026年全国硕士研究生考试报名人数同比下降45万至343万。奢侈品与博彩:受益于财富效应,内地高端消费景气有所回暖。据太阳报,全球最大眼镜...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.