高盛表示，新东方(09901.HK) (EDU.US) 和好未来(TAL.US) 预计将于4月23日及24日公布2月底止季度业绩。该行维持对好未来的“买入”评级，基于SOTP的12个月目标价下调1%至14.9美元。
高盛对新东方同样维持“买入”评级，基于SOTP的12个月目标价下调11%，港股及美股目标价分别为40港元及51美元。该行强调三个关键主题，包括K-12收入增长方面，好未来与新东方之间的收入增长差距将持续存在；海外留学需求方面，该行认为新东方与海外留学相关的业务可能继续拖累其核心业务的收入增长和利润率扩张；利润率展望方面，该行对利润率上升趋势的态度转为更为谨慎。(ad/j)(港股报价延迟最少十五分钟。沽空资料截至 2025-04-08 16:25。) (美股为即时串流报价； OTC市场股票除外，资料延迟最少15分钟。)
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