我们上调2024 年4 季度收款/收入预测11%/4%，主要因续班率和拉新ROI 好于预期，K12 业务增长强劲；下调调整后运营亏损至1.5 亿元（人民币，下同），得益于渠道运营策略调整见效及中后台效率优化。我们预计2024 年收款/收入增68%/53%，符合此前管理层指引区间，调整后运营亏损11.4 亿元。根据我们目前对公司线上教育收入的预期及盈利能力释放，对应线上教育15倍市盈率，维持目标价...
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