侯晓天:天灏资本创始人,20多年华尔街从业经验,被称为“中概股女王”。天灏资本为华尔街头部基金提供投资顾问服务,同时也为中概头部公司提供市值及金融战略服务。本文为侯晓天在阿尔法工场的《华尔街连线》专栏。新东方教育(EDU),作为中国教育行业的领军者之一,正面临着结构性挑战,这些挑战威胁到其长期的增长轨迹。尽管公司2025财年第二季度的业绩未达华尔街预期 (收入为10.386亿美元,同比增长...
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