新东方北京时间1月21日美股盘前发布了2025财年第二季度的业绩,对应的是2024年9月至11月淡季经营情况。本次业绩点评仍然聚焦在教育业务上:1. 引发财报巨震的担忧——非学科的高景气度还能持续吗?原以为留学业务要承压,实际上留学收入表现还不错,但雷藏在了新业务上,二季度的同比增速42.6%不及公司指引和市场预期的50%+。新东方自转型之后,包含了素质教育、学习机、营学的新业务,成为了收入增长...
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