新东方(EDU)今日盘中大涨5.39%，引起市场广泛关注。
消息面上，海通国际发布研报首次覆盖新东方，认为该公司在K12及海外业务等多个细分领域均处于领先地位。此外，公司生成式AI在课件自动生成、名师数字分身及作业批改等场景的落地，将同步提升转化效率和内容质量，帮助公司提效以及业务聚焦。海通国际给予新东方H股目标价49港元，并首次覆盖予“优于大市”评级。
海通国际还指出，公司已宣布三年股东回报计划，派息率不低于50%。以2025财年净利润3.72亿美元及当前市值计算，对应回报率约2.7%，体现了管理层对盈利的持续承诺与信心。这些积极因素共同推动了新东方股价的上涨。
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