高途（GOTU）今日盘中股价大涨5.08%，引发市场关注。此次上涨正值公司发布2025财年第三季度财报，其战略转型与盈利能力的显著改善成为主要推动力。
财报显示，高途已从“规模扩张”转向“精耕细作”，三大核心业务线（非学科、成人教育、传统高中）首次集体盈利。公司明确将“健康单位经济”置于战略中心，并下调2026财年增速预期至15%，凸显对盈利质量的重视。此外，AI技术赋能显著提升运营效率（人效+20%，退费率下降），进一步强化投资者信心。
分析认为，高途的转型标志着教培行业从“烧钱换增长”进入“效率换利润”的新阶段。其OMO模式落地（线下收入占比超10%）与AI深度应用，为股价上涨提供了扎实的基本面支撑。
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