周一盘中，在线教育巨头新东方（EDU）股价大跌7.31%，延续了早盘和港股市场的跌势。这一显著跌幅背后，似乎有多重因素在发挥作用。
首先，新东方最新发布的2025财年半年报显示，公司增长速度有所放缓。虽然二季度营收同比增长19.4%，达到10.39亿美元，但公司预计2025财年第三季度的收入增速将进一步放缓至18%至21%。这一预期低于市场此前的预期，引发了投资者对公司未来增长前景的担忧。
其次，宏观环境因素也对新东方的业务构成了挑战。分析师指出，公司高端业务线中的出国留学相关业务和文旅业务受到宏观环境的影响，收入增速放缓，这可能对公司的利润率产生扰动。此外，整个教育板块今日普遍呈现下跌态势，新东方在港上市的子公司东方甄选也跌超3%，反映出投资者对教育行业整体的谨慎态度。值得注意的是，新东方的跌势并不局限于美股市场，其港股今日早些时候跌幅一度超过9%，显示出跨市场的一致性看空情绪。
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