异动解读 | 高途股价盘中大涨5.22%,Q2财报超预期显示AI战略成效

异动解读
Aug 27

周三盘中,在线教育公司高途(股票代码:GOTU)股价大幅上涨5.22%,引发市场关注。这一涨幅可能与该公司近期发布的2025财年第二季度财报密切相关。

根据高途8月26日发布的财报显示,公司在2025年第二季度实现收入约13.9亿元,同比增长37.6%;现金收入22.5亿元,同比增长36.2%;经营净现金流入5.9亿元。这些数据均超出市场预期,展现了公司强劲的增长势头和良好的现金流状况。

值得注意的是,高途在财报中强调了其"All with AI, Always AI"战略的实施成果。公司通过深度应用AI技术,推出了"名师主讲+二讲服务+AI伴学"的"三师模式",显著提升了教学效果和用户体验。同时,AI技术的应用也帮助公司优化了运营效率,2025年第二季度经营费用占收入比重同比降低31.6个百分点,充分体现了AI技术对经营效率提升的显著成效。这些创新举措和效率提升可能是投资者看好高途未来发展前景的重要原因,从而推动了股价的上涨。

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