高盛发表研究报告指，新东方(09901.HK) 的季度核心收入指引为按年增长18%至21%，较该行及市场预期疲弱，而集团2025财年的核心收入增长指引亦由之前的按年约30%下调至不低于25%。不过，该行认为全年收入指引下调属意料之中，这亦可能意味着集团需要在短期利润率扩张和更强劲的收入增长之间作出取舍。
高盛下调新东方2025至27财年的核心收入预测2至7%，又调降期内非通用会计准则利润3至13%。因此，目标价由65元降至45元，续予“买入”评级。
另外，该行将东方甄选(01797.HK) 目标价由9.2元降至8.2元，予“沽售”评级，以反映其上半年GMV、收入及盈利明显逊于预期。(sl/k)(港股报价延迟最少十五分钟。沽空资料截至 2025-01-22 16:25。)
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