【2 月 12 日,瑞银为新东方举行非交易路演】瑞银报告指出,海外考试准备和咨询业务是新东方近期疲软主因,也是投资者最关心问题。宏观阻力和海外通胀致内地相关客户留学负担能力下降,客户对地缘政治存担忧。但管理层强调海外业务有积极因素,针对年轻学生的项目强劲增长,30 至 40%的按年增速,且将 1X1 课程转换为优质小组课程,海外业务正转型适应留学市场新常态,2025 财年后仍有 5 至 10%成长...
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