新东方(EDU.US)盘前涨超1.8%，报56.51美元。消息面上，摩根大通发表研究报告指，新东方的股价经过修正后，股票表现变得更为吸引，因此将其评级由“中性”上调至“增持”，因其2026财年(截至2026年5月)的投资前景较2025财年更具吸引力。摩通预计新东方将很快宣布更可持续的股东回报政策，目标价由48美元上调至62美元。 另外，中国人民银行等六部门联合印发《关于金融支持提振和扩大消费的指导意见》。有分析指出，政策鼓励金融机构向教育行业提供贷款支持，尤其是职业教育、技能培训等非学科类教育机构。教育机构有可能获得更多融资机会，推动业务扩张和课程升级。(格隆汇)
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