新东方(EDU)今日盘中大涨5.39%，股价表现强劲。
消息面上，海通国际发布研报首次覆盖新东方，予其"优于大市"评级，目标价49港元。报告指出，新东方在K12及海外业务等细分领域均处于领先地位，同时公司生成式AI在课件自动生成、名师数字分身等场景的应用将提升运营效率。该机构预测2026财年经调整经营利润达6.5亿美元，对应利润率12.1%。
此外，公司宣布三年股东回报计划，承诺派息率不低于50%。以2025财年净利润3.72亿美元计算，股息回报率约2.7%，彰显管理层对盈利能力的信心。这些积极因素共同推动了市场对公司的乐观情绪。
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