Core Viewpoint - New Oriental Education Technology Group's CEO, Zhou Chenggang, is rumored to be under investigation for allegedly misappropriating company interests through related-party transactions, leading to a significant drop in the stock price of Oriental Selection [1][4]. Group 1: Stock Market Reaction - Following the rumors, Oriental Selection's stock price fell by 20.89% to HKD 34.32, after previously reaching a two-year high of HKD 53.7, which represented a gain of over 23.5% [1][4]. Group 2: Company Response - New Oriental's founder, Yu Minhong, labeled the rumors as "complete nonsense" and stated that the company has initiated legal proceedings against the false claims [3][4]. - Oriental Selection issued a statement denying the allegations and confirmed that the average commission rate is below 20%, contrary to claims that it has been over 30% [6][9]. Group 3: Regulatory Context - The rumors surfaced amid concerns regarding potential regulatory changes affecting the live-streaming sales industry, which could impact Oriental Selection's business model if high commission rates are restricted [8].

格隆汇8月19日｜南下资金今日净买入港股185.73亿港元。其中： 据统计，南下资金已连续4日净买入阿里巴巴，共计27.8719亿港元；连续3日净买入腾讯，共计27.3253 亿港元。(格隆汇) | | 沪股通 | | | 深度通 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | 涨跌幅 | 净买入额(亿) | 成交额 | 名称 | 涨跌幅 | 净买入额(亿) | 成交额 | | 东方赌选 | -20.9% | -0.49 | 70.43 C | 东方鼎远 | -20.9% | -4.64 | 32.94 Z | | 做高质量 | -0.2% | 50.89 | 51.06 Z | 恒生中国企业 | -0.4% | 22.15 | 22.15 Z | | 除用控股 | 0.9% | 9.79 | 32.21 Z | 益居生食 | -0.2% | 19.82 | 20.21 Z | | 阿里巴巴-W | -0.3% | -0.07 | 25.47 Z | 腾讯控股 | 0.9% | 0.46 | 20.18 Z | | 中心同际 | ...

Market Overview - The market experienced a day of high-level consolidation after two consecutive days of strength, with the Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index closing down slightly by 0.02%, 0.12%, and 0.17% respectively [4] - Nearly 3,000 stocks rose while over 2,200 stocks fell, indicating a mixed market sentiment [4] Innovation Drugs Sector - The innovation drug and pharmaceutical sectors saw a strong opening, with multiple stocks hitting the daily limit, including Jimin Health with four consecutive limit-ups and Shunlian Bio with a 20% increase [5][7] - The innovation drug sector initially surged nearly 2.5% but ended the day with a modest gain of 0.13% [8] - The sector is favored by institutions, driven by the acceleration of Chinese pharmaceutical companies entering overseas markets, with the potential market size increasing from $50 billion domestically to over $420 billion in the U.S. market alone [9] - Analysts suggest that the domestic innovation drug industry is at a turning point, transitioning from a decade of preparation to realizing innovative results [10] Media Sector - The media sector, which had a significant rise previously, saw a mixed performance following the announcement of new initiatives by the National Radio and Television Administration aimed at enhancing content supply [19] - The sector's leading stock, Ciweng Media, achieved two consecutive limit-ups, but overall performance was lackluster, with many stocks opening lower or declining [21] Oriental Selection - Oriental Selection's stock experienced a dramatic rise of over 23% during the afternoon session, reflecting a significant rebound over the past two months, with the stock price nearly quintupled [23][24] - However, the stock faced a sharp decline later, with a drop exceeding 20% and an intraday retreat of over 35%, indicating volatility and potential profit-taking behavior [25][26][27]

今日，有网传消息称新东方集团CEO周成刚（俞敏洪长期搭档）涉嫌通过关联交易侵占上市公司利益，已被监管部门立案调查。 据每日经济新闻，8月19日下午，港股东方甄选（01797.HK）股价剧烈波动。14点50分许一度涨23%，随后高台跳水，截至收盘大跌20.89%，振幅达 45%，成交额93.85亿港元，换手率21.48%。 东方甄选最近两个月股价飙升，在7月份累计上涨85%，8月截至发稿涨56%。 刚刚，东方甄选发布辟谣声明： 关于周成刚老师的传闻纯属谣言，关于"东方甄选佣金率长期超30%"的说法严重失实，东方甄选售卖产品确保高品质和高性价比，实际平均佣金率不到 20%。 [ 针对上述谣言，我司已启动报警和司法流程，对于这样的不法行为，我们将一追到底。 下方 | 东方甄选 ● 2分钟前 来自 微博网页版 针对谣言，我司已启动报警和司法流程，对于这样的不法行为，我们将一追到底。 使方肆谨声明 大干周成周名精选同的民同经贸看点，大于 东方根达群金有关系列逐30年"四轮在声音的 北，余庆四流音变得最佳影视频 北，法院四流音的是主要的是 据，对于法联合不会行为， 据，对于法联合不会行为，我们的一流出版 r a LLIN ...

8月19日下午，东方甄选股价突然大跳水。14时50分至15时50分，短短1小时内，东方甄选股价从上涨 23.56%，跳水至下跌20%，成交额高达93.85亿港元。 随后，市场上有流传出多种传闻，但均未获得确认。公司近日也没有发布任何公告。该公司22日将发布 最新财报。 此外，有消息称新东方CEO周成刚或涉关联交易被监管部门立案调查。东方甄选投资关系总监在微信群 内对此传言表示："辟谣，没有这样的事情，我们还在年报静默期，感谢大家的支持！" 刚刚，东方甄选微博发布声明称，关于周成刚老师的传闻纯属谣言，关于"东方甄选佣金率长期超 30%"的说法严重失实，东方甄选售卖产品确保高品质和高性价比，实际平均佣金率不到20%。针对上 述谣言，我司已启动报警和司法流程，对于这样的不法行为，我们将一追到底。 近期东方甄选股价暴涨，在此前23个交易日内，东方甄选股价累计上涨212.54％。 近日，曾在新东方任教、多次为董宇辉发声的罗永浩称，"董宇辉自立门户后，一年的收入是二三十个 亿，而他在东方甄选工作时，在北京买房还要借钱交首付。" 8月17日，与辉同行相关负责人回应称，上述消息不属实。 （文章来源：每日经济新闻） ...

今日（8月19日），A股午后震荡回落，三大股指尾盘悉数翻绿，科创50指数跌超1%，北证50指数逆市活跃；港股亦走弱，两大股指双双下挫。 具体来看，A股三大股指早盘全线上扬，沪指最高攀升至3746.67点，续创阶段新高；创业板指一度涨超1%，北证50指数盘中大涨近4%续创历史新高。截 至收盘，沪指微跌0.02%报3727.29点，深证成指跌0.12%报11821.63点，创业板指跌0.17%报2601.74点，北证50指数涨1.27%，沪深北三市合计成交26413 亿元，较此前一日减少近1700亿元。 场内近3000股飘红，消费类股集体走高，酒鬼酒、李子园、桂发祥等涨停；汽车产业链股拉升，南方精工、拓普集团、明新旭腾等涨停；华为概念崛起， 诚迈科技20%涨停，赛微电子涨近12%；人形机器人概念热度不减，奇德新材大涨15%续创新高，丰立智能、隆盛科技等涨超10%；AI产业链延续强势， 工业富联涨停，市值超9700亿元；寒武纪盘中一度涨超5%突破1000元大关，但午后回落翻绿。创新药概念整体强势，博济医药20%涨停，诺思兰德盘中 创新高；但药明康德、广生堂等午后跳水跌超6%。此外，云南锗业尾盘强势涨停。 港股方面， ...

Summary of Key Points Core Viewpoint - The Hong Kong stock market saw significant net inflows from Northbound trading, with a total net buy of HKD 185.73 billion on August 19, 2023, indicating strong investor interest in Hong Kong stocks [1]. Northbound Trading Activity - Northbound trading through Stock Connect recorded a net buy of HKD 89.11 billion from Shanghai and HKD 96.62 billion from Shenzhen [1]. - The most bought stocks included the Tracker Fund of Hong Kong (02800), Hang Seng China Enterprises (02828), and Southern Hang Seng Technology (03033) [1]. - The most sold stocks were Oriental Selection (01797), SMIC (00981), and Hua Hong Semiconductor (01347) [1]. Individual Stock Performance - **Tracker Fund of Hong Kong (02800)**: Net buy of HKD 70.7 billion [6]. - **Hang Seng China Enterprises (02828)**: Net buy of HKD 22.14 billion [6]. - **Southern Hang Seng Technology (03033)**: Net buy of HKD 14.11 billion [6]. - **Tencent Holdings (00700)**: Net buy of HKD 10.25 billion; reported a 15% year-on-year revenue growth to HKD 184.5 billion and a 17% increase in net profit [6]. - **Xiaomi Group (01810)**: Net buy of HKD 7.39 billion; reported a 30% year-on-year revenue increase to HKD 115.96 billion [7]. - **Sangfor Technologies (01530)**: Net buy of HKD 2.82 billion; recently completed a share placement to Pfizer [7]. - **Jingtao Holdings (02228)**: Net buy of HKD 1.79 billion; expects a significant increase in revenue and profit for the first half of 2025 [8]. Market Sentiment and Future Outlook - Analysts from Industrial Securities maintain a bullish outlook on Hong Kong stocks, predicting a long-term bull market driven by increasing confidence among global and Chinese investors [6]. - The potential for a Federal Reserve interest rate cut is seen as a catalyst for further liquidity in the Hong Kong market [6].

8月19日，有消息称"新东方CEO周成刚涉嫌通过关联交易侵占上市公司利益，已被监管部门立案调 查"，对此，新东方向南都N视频记者回应称，此消息纯属造谣，"对于恶意造谣、传播不实信息者，我 司保留依法追究其法律责任的权利。" 此外，还有网友发帖称，网信办拟发布《直播带货合规指引（征求意见稿）》，拟限制高佣金抽成模 式，而东方甄选佣金率长期超30%。对此，东方甄选发布声明称，"关于周成刚老师的传闻纯属谣言， 关于东方甄选佣金率长期超30%的说法严重失实，东方甄选售卖产品确保高品质和高性价比，实际平均 佣金率不到20%。" 据了解，东方甄选将于8月22日发布截至2025年5月31日的2025财年业绩报告。政商证券研报显示，根据 飞瓜等数据估计东方甄选25财年实销GMV为75亿+（注：已经剔除与辉同行），预计26财年实销GMV 有望增长至90亿+。 而此次被关注的周成刚是俞敏洪的多年老搭档。周成刚曾在直播时透露，他和俞敏洪是在高考补习班认 识的，当时俞敏洪是班长，他是英语课代表。公开资料显示，周成刚先后毕业于苏州大学、澳大利亚麦 觉里大学，曾在英国广播公司（BBC）任亚太部任记者、节目主持人，2000年加入新东方，先 ...

综合 | 智通财经 @东方甄选 一则涉及新东方教育科技集团CEO周成刚相关传言让东方甄选股价尾盘跳水。截至8月19日港股收盘，东方甄选（1797.HK）港 股报收34.32港元，跌20.89%，此前一度上探至近两年高位53.7港元，涨幅超23.5%。 @东方甄选 在微博回应："针对谣言，我司已启动报警和司法流程，对于这样的不法行为，我们将一追到底。" 来源：天津广播 ...

Core Points - The CSI Hong Kong 300 High Beta Index (H300HB) reported a value of 1274.62 points, with a monthly increase of 14.01%, a three-month increase of 35.04%, and a year-to-date increase of 45.66% [1][2] Group 1: Index Performance - The CSI Hong Kong 300 High Beta Index reflects the overall performance of securities listed on the Hong Kong Stock Exchange, with a base date of December 30, 2005, set at 1000.0 points [1] - The index's top ten holdings include Dongfang Zhenxuan (2.71%), InnoCare Pharma (2.34%), Sunac China (1.94%), China Merchants Securities (1.78%), FIT HON TENG (1.67%), China Cinda (1.63%), CICC (1.54%), China Galaxy (1.52%), Ping An Good Doctor (1.47%), and China Jinmao (1.45%) [1] Group 2: Sector Allocation - The sector allocation of the CSI Hong Kong 300 High Beta Index shows that finance accounts for 19.88%, consumer discretionary for 19.82%, information technology for 18.22%, healthcare for 12.38%, real estate for 11.38%, industrials for 6.66%, communication services for 5.86%, consumer staples for 2.93%, and materials for 2.87% [2] - The index sample is adjusted semi-annually, with adjustments occurring on the next trading day after the second Friday of June and December each year [2]