昨日收涨7.62%的高途(GOTU.US)今日美股盘前续涨1.63%，报3.73美元。第一上海证券发研报指，2025年2月，高途正式宣布接入深度求索(DeepSeek)人工智能大模型，强化其在教研、教学、产品开发及内容创作等多个核心业务场景的深度应用，高途将全面推进DeepSeek在教育场景的深度应用，重点聚焦教学教研创新、用户体验优化、运营效率提升三大领域。该行预计，在前期积极的扩展线下教学网点后，FY25公司将积极地平衡规模扩张和盈利能力，改善运营效率并实现更好的业务利润率表现。维持目标价5.5美元，评级“买入”。(格隆汇)

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