周五（5月30日）盘中，在线教育公司高途（GOTU）股价大跌5.16%，引发市场关注。这一跌幅可能与公司最新财报及业务扩张战略有关。
根据高途近期发布的财报，公司2025财年一季度实现营收15亿元，同比增长58%，净利润1.24亿元，扭转了此前连续六个季度的亏损局面。然而，投资者似乎对公司激进的扩张策略持谨慎态度。高途在过去一年大幅增加了员工数量，从2023年末的7767人增至2024年末的14381人，同时加大了线下教学网点的布局。
此外，高途近日推出了四款新产品，涵盖研学、思维、AI私教课和跨学科融合课程等领域，并宣布成立青少年教育研究院。尽管这些举措旨在开拓新的增长曲线，但也可能增加了公司的运营成本和风险。在教育行业竞争日益激烈的背景下，投资者可能担忧这些新业务能否为公司带来预期的回报，从而导致股价承压。
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