金吾财讯 | 昨日大跌23.22%的新东方(EDU)盘前股价延续昨日跌势，暂跌2.48%，报45.55美元。公司日前公布2025财年二季度业绩，调整后归母净利润3600万美元，低于市场预期的4500万美元，主要因营销支出超预期；收入10.4亿美元，按年增19%，略高于市场预期。交银国际发研指，预计公司2025财年3季度教育服务及文旅(除东方甄选)收入同比增24%至10.8亿美元，较该行此前预期的34%有所下调，主要由于出国备考+咨询业务不确定性增强，调整收入增速至11%，其他大学生成人/K12业务增长仍较稳定。新东方持续调整出国留学相关备考课程，预计下半年仍对核心业务运营利润率产生影响，同时考虑文旅持续投入，预计3季度运营利润率同比降1.5个百分点。摩根大通下调公司至持有评级，并将目标价从85美元下调至50美元。摩根士丹利亦下调公司目标价，由83美元降至52美元，评级由“增持”降至“与大市同步”。
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